STOCKS IN NEWS

• NTPC: The state-run power major is set to submit its first feasibility study for a nuclear power project to the Department of Atomic Energy (DAE). Approval would enable NTPC to begin work on its first standalone nuclear project in India, with the company targeting at least 2 GW of nuclear power capacity by 2032. NTPC is also planning to list its subsidiaries THDC and NEEPCO by the end of FY27.
• Bata India: The footwear maker plans to focus a major portion of its expansion and store renovation investments in eastern India, particularly West Bengal, citing stronger growth opportunities in the region, which currently contributes 12–15% of its overall revenue.
• Texmaco Rail & Engineering: The company has secured fresh orders worth ₹187.37 crore from Kochi Metro Rail and Vedanta Aluminium. This includes a ₹130.22 crore Letter of Award from Kochi Metro Rail and a ₹57.15 crore capex purchase order from Vedanta Aluminium.
• Balrampur Chini Mills: The company has raised ₹450 crore through equity funding to support the setup of a lactogypsum processing plant and additional capex requirements for its PLA (Poly Lactic Acid) project in Uttar Pradesh.
• CMS Info Systems: The company has won a ₹400 crore contract from HDFC Bank for the management of 6,000 ATMs over five years.
• FMCG Stocks: FMCG companies are expected to remain in focus amid reports that major players are planning calibrated price hikes due to rising crude-linked inflation, increasing packaging costs, and higher fuel expenses caused by geopolitical tensions.
• Pidilite Industries: The adhesives maker is considering another round of price hikes due to rising raw material costs linked to geopolitical tensions in West Asia. The company had already implemented a price increase in April.
• NALCO: National Aluminium Company stated that geopolitical tensions in West Asia have impacted its exports to the region, which accounts for nearly 40–50% of its alumina shipments.
• Hyundai Motor India: The automaker has outlined a capex plan of ₹7,500 crore for FY27 and is preparing to launch two new models this year, including a mass-market electric SUV. The company expects domestic sales growth of 8–10% in FY27 as it aims to reclaim the second spot in India’s passenger vehicle market.

BULK DEALS

• PB Fintech: Tencent Cloud Europe BV exited PB Fintech by selling its entire 1.05% stake (48.4 lakh shares) for ₹805.4 crore at ₹1,664 per share.
• Lenskart Solutions: Around 82 investors, including BlackRock, Fidelity, HDFC Mutual Fund, Citigroup, Axis Max Life Insurance, and others, acquired 11.22 crore shares (6.46% stake) worth ₹5,313.6 crore in the company.
• 360 ONE WAM: SBI Mutual Fund purchased 35.13 lakh shares (0.86% stake) worth ₹391.7 crore at ₹1,115 per share, while Times Internet sold 35.9 lakh shares (0.88% stake) at a similar price.
• Quick Heal Technologies: Kedia Securities acquired 4.5 lakh shares in Quick Heal Technologies at ₹209.13 per share.