Stocks

Godrej Properties and Man Infraconstruction plan ₹6,000 crore Marine Lines project

• The South Mumbai luxury residential project has estimated revenue potential of ₹6,000 crore
• Godrej Properties and Man Infraconstruction will jointly develop the sea-facing project
• The project adds a large Mumbai development pipeline for Godrej Properties and Man Infraconstruction

ITC expands Aashirvaad dairy business in eastern India, targeting branded and value-added products

• ITC is expanding its fresh dairy presence in Eastern India under Aashirvaad
• The company aims to shift households from loose milk to packaged products
• Branded dairy expansion supports ITC’s FMCG growth and competition in packaged foods

India's AI enablers surge as data centre buildout gathers pace

• India’s AI-linked infrastructure stocks surged despite a weak equity market
• Goldman Sachs identified 42 enablers across power and data centres
• The buildout puts Indian power and data-centre companies in focus

IEX broadens its energy market footprint

• IEX subsidiary Indian Coal Exchange applied to the Coal Controller Organisation for a licence
• A coal-exchange licence could expand IEX’s business; Indian Energy Exchange shareholders are exposed

Radico Khaitan becomes first Indian spirits brand to sell at major UK airports

• Radico Khaitan will sell its Indian luxury spirits portfolio at four major UK airports
• It becomes the first Indian spirits brand available across these airports
• UK airport distribution offers a potential growth channel for Radico Khaitan’s alcoholic-beverages business

Cyient DLM sees 25-30% growth in electronics design and manufacturing

Tata Motors PV targets 20% market share by FY31 after nearing 15%

• Domestic market share is expected to cross 15% “very soon”
• The company is targeting 20% market share by FY31
• MD Shailesh Chandra said it aims for double-digit growth and leadership in zero-emission powertrains
• Growth and EV ambitions matter to Tata Motors PV investors and India’s passenger-vehicle sector

Epigral targets ₹5,000 crore revenue by FY31 on capacity expansions

• Epigral expects revenue of ₹2,900 crore this fiscal year
• Its FY31 target is ₹5,000 crore, driven by CPVC Resin and ECH scale-ups
• Capacity expansion and revenue targets put Epigral investors in focus; execution will determine growth

Fujiyama Power Systems plans 1.2 GW solar cell plant; reports differ on location

• The planned solar cell facility will have 1.2 GW capacity
• Reports differ on the location: Madhya Pradesh in two reports, Maharashtra in one
• Solar cell production using TopCon technology is expected by fiscal year-end
• The capacity addition may intensify competition for Indian solar manufacturers, including listed renewables suppliers

Kinetic’s ₹40-crore bet to revive ’90s Honda-era silhouette as DX struggles for scale

• Kinetic is investing ₹40 crore to revive a 1990s Honda-era silhouette
• Early sales show Kinetic DX is struggling to scale
• The EV launch adds competition for Indian two-wheeler makers, though Kinetic’s early sales are weak

Titan bets on premium watches as automatic business scales five-fold

• Titan aims to grow its automatic-watch business to ₹350–400 crore this year
• The company plans to expand beyond metros into Tier 1–2 towns
• Premium-watch growth could support Titan’s consumer business

PB Health’s hospital expansion plans on track: PB Fintech Chairman and Group CEO