A broad set of corporate developments, contract wins, operational updates and regulatory actions are set to drive stock-specific movements in Tuesday’s trade. From fresh orders in infrastructure and renewables to expansion plans and management changes across financials, auto, and consumer sectors, here are the key companies in focus today.
Infrastructure, Metals & Industrials
Welspun Corp: Associate company East Pipes Integrated Company secured a contract worth ₹1,165 crore from the Saudi Water Authority, reinforcing Welspun’s international order pipeline.
Sadbhav Steels: The steel manufacturer has doubled its total capacity to 116,000 MT per year, after adding 58,000 MT per line as part of its expansion programme.
Welspun Enterprises: Welspun Group Master Trust purchased 7.5 lakh shares at ₹516.11 apiece, signalling promoter confidence.
G R Infraprojects: The company received the Completion Certificate for a section of the Vadodara–Mumbai Expressway.
BCPL Rail Infra: Filed an application for listing its shares on the NSE.
L&T Realty: Larsen & Toubro’s realty arm now has a development potential of 65 million sq. ft. across premium residential, commercial, and retail projects.
Energy, Renewables & Power Manufacturing
Emmvee Photovoltaic Power: Signed a supply contract with a domestic buyer for TOPCon crystalline silicon photovoltaic cells.
Waaree Energies: Its US subsidiary secured a 288 MWp solar module order from Sabanci Renewables.
Fujiyama Power: Posted a strong YoY performance with net profit at ₹62.90 crore (vs ₹31.87 crore) and revenue at ₹567.91 crore (vs ₹329.05 crore).
Automobile & Tyre Sector
Mahindra & Mahindra: Reported 18.4% YoY growth in total production for November 2025, reaching 96,196 units versus 81,239 units last year.
Ceat: Plans to aggressively expand exports to Europe and the US, with ambitions to build a global tyre brand identity, according to senior management.
Packaging, Plastics & Diversified Manufacturing
UFLEX: Launched Project Plastic Fix, an initiative aimed at repositioning plastic from waste to value through a four-way reintegration model.
Gravity India: Expanded its Memorandum of Association to enter the infrastructure, precious metals and agro businesses.
Garodia Chemicals: Ex-date tomorrow under a resolution plan that will result in suspension of trading.
Pharma, Healthcare & Life Sciences
Caplin Point Laboratories: Subsidiary Caplin Steriles received USFDA approval for its Acetaminophen Injection used in infusion bags.
EIKO Life: Board meeting scheduled for December 11 to consider various fundraising options.
EdTech, Services & Technology
PhysicsWallah: Reported a strong financial performance with net profit at ₹72.3 crore (vs ₹44.5 crore YoY) and revenue at ₹1,051.2 crore (vs ₹832 crore YoY).
Financials, NBFCs & Banking
ICICI Bank: Signed an agreement with Prudential Corporation Holdings to acquire a 2% stake in ICICI Prudential AMC.
Punjab National Bank: Received a ₹15.37 crore penalty from the Appellate Tribunal under the SAFEMA Act.
UGRO Capital: Completed the full acquisition of Profectus Capital Pvt. Ltd.
IIFL Finance: Plans to issue ₹10,000 crore worth of NCDs.
Mindspace REIT: Approved a ₹1,200 crore fundraising via NCDs.
Consumer, Retail & Hospitality
Ethos: Launched a new exclusive TUDOR watch boutique at Gurugram’s City of Time.
ITC Hotels: Three entities offloaded a combined 8.98% stake in the company.
P&G Hygiene: Purchases Head resigned; successor to take charge on January 1, 2026.
Gillette India: Appointed Kartik Harugoli as Purchases Head from January 1, 2026.
Arvind Fashions: Brand Arrow CEO Anand Aiyer resigned citing personal reasons.
Conglomerates & Infrastructure Diversification
Adani Enterprises: Established a new subsidiary, Adani Airport City, to expand real estate and infrastructure operations.
Separately, the group has submitted a ₹15,000 crore plan for Jaiprakash Associates before NCLT.
Mining & Metals
Deccan Gold Mines: Ex-date today for its rights issue.
Aviation Sector
IndiGo (Moody’s View): Moody’s said the airline’s FY26 profitability is likely to be negatively impacted, hinting at margin pressures ahead.
Regulatory Alerts & ASM Updates
- Circuit filter revised: Kesoram (20% → 10%)
- Short-term ASM additions: Sar Tele, Eldeco
- Long-term ASM addition: Axita Cotton
Disclaimer: This news story is based solely on publicly available corporate disclosures, exchange filings, and agency reports. It is for informational purposes only and does not constitute investment advice or stock recommendations.
