STOCKS IN FOCUS (05th Nov 2026)

STOCKS IN NEWS

• Adani Power: The company has signed a 25-year Power Supply Agreement with Uttarakhand Power Corporation Limited (UPCL) for the supply of 1,234 MW of ex-bus net thermal power, backed by an installed capacity of 1,320 MW.

• Rossell Techsys: The company has allotted 25.73 lakh equity shares at ₹1,166 per share through a preferential issue, raising ₹300 crore from SBI Mutual Fund schemes. Following the allotment, the SBI MF schemes will collectively hold a 6.39% stake in the company.

• Cupid: The company has announced a long-term exclusive retail partnership with V2 Retail across more than 425 stores. The partnership is expected to generate incremental annual revenue of ₹400 crore.

• Ravindra Energy: The company’s jointly controlled entity, Energy In Motion, has signed a strategic Memorandum of Understanding (MoU) with Sorigin Green Mobility for the deployment of 500 electric heavy commercial vehicles (e-HCVs) over the next two years.

• KSH International: The company’s Board has approved a Phase-3 expansion of its specialised magnet winding wire manufacturing capacity, taking total capacity to approximately 72,200 MT by Q1 FY29. The company plans to invest up to ₹185 crore in the expansion, including the acquisition of an additional 10 acres of land in Supa and investments in buildings, plant and machinery. The project will be funded through a combination of internal accruals and long-term debt.

• BSE: The exchange operator reported a 44.9% year-on-year increase in consolidated net profit to ₹809.1 crore in Q2 FY27. Revenue rose 34.1% to ₹1,432.7 crore.

• Lenskart Solutions: The eyewear retailer reported a 122.1% year-on-year surge in consolidated net profit to ₹227.1 crore in Q2 FY27, while revenue grew 35.7% to ₹2,845 crore.

• FSN E-Commerce Ventures (Nykaa): Nykaa reported a 206.8% year-on-year increase in consolidated net profit to ₹101.2 crore in Q2 FY27, while revenue grew 28.1% to ₹3,006 crore. Its Board also approved the acquisition of an 82% stake in Simply Nam for ₹33 crore.

• Dabur India: The FMCG major reported an 11.7% year-on-year increase in consolidated net profit to ₹505.5 crore in Q2 FY27, while revenue grew 11.6% to ₹3,563.1 crore. Its India FMCG business recorded 10.7% growth, while international business expanded 20%.

• Shipping Corporation of India (SCI): The shipping company reported a strong Q2 performance, with consolidated revenue surging 71% year-on-year to ₹2,290 crore. EBITDA more than doubled to ₹902 crore, while margins improved to 39.4% from 30.4%. Net profit increased to ₹577 crore from ₹189 crore in the corresponding period last year.

• PI Industries: The company reported a weaker-than-expected Q2 performance, with consolidated revenue declining 9.1% year-on-year to ₹1,702 crore. EBITDA fell 57% to ₹233 crore, while margins contracted sharply to 13.7% from 29%. Net profit declined 70.2% to ₹122 crore.

BULK DEALS

• Ajmera Realty and Infra India: Ace investor Mukul Agrawal exited the real estate developer by selling his entire holding of 37.97 lakh shares, representing 1.93% of the company’s paid-up equity capital, for approximately ₹53.4 crore. Everest Food Products acquired the entire stake sold by Agrawal at ₹140.75 per share.

Separately, Cello Pens and Stationery acquired 25 lakh shares, equivalent to 1.27% of the company’s paid-up equity capital, from ValueQuest Investment Advisors for approximately ₹35.25 crore at ₹141 per share. Additionally, Gopani Jignesh Gunvant acquired 14.4 lakh shares, representing 0.73% of the company’s paid-up equity capital, for approximately ₹20.09 crore at ₹139.56 per share.

• Ganesh Consumer Products: PGIM India Equity Growth Opportunities Fund Series II increased its stake in the company by acquiring an additional 2.5 lakh shares, representing 0.6% of its paid-up equity capital, for approximately ₹4.7 crore at ₹190.38 per share.

Source: Moneycontrol, Business Standard

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