Monday, 28 September 2026Updated 15m ago
Market pulse › Infrastructure

Infrastructure

Topic tag · tracked since 24 Sept · also infra, infrastructure projects, construction, epc

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Today21 stories · 31 articles99 stories since 24 Sept
Net tone▲ +45% today+37% over the week
Market checkInfrastructure +0.14%Nifty Infrastructure on Fri, 25 Sept · Nifty +0.34%
Developing6 storylinesBiggest: Kalpataru Projects’ new orders · 3 updates

Infrastructure in three lines

Written 15h ago from its latest stories
  • AAI and West Bengal government plan to sign an aviation infrastructure MoU next month
  • Steamhouse India won a Rs 311 crore EPC mandate for a 300 TPH steam and co-generation plant
  • Barrier-free tolling would use cameras and FASTag to collect tolls at normal highway speeds

Stories per day

Bar colour is the day’s tone · tracking began on 24 Sept

Often tagged with

stories together this week · colour is their tone
AI19Government capex10Ports and airports10Power sector10Manufacturing9Data centres8Economic growth7Kalpataru Projects6AI chips5Maharashtra5

Stories

99 in all · newest first
Order win▲ bullishKPIL bags ₹4,000+ crore UAE gas pipeline EPC contract; stock slips 1.14%KPIL won a UAE gas pipeline EPC contract worth over ₹4,000 croreKalpataru Projects1 source
2h
Expansion▲ bullishKPIL secures gas pipeline project in UAEKPIL received a Letter of Award for an EPC gas pipeline project in the UAEKalpataru ProjectsKalpataru1 source
1h
Policy● mixedET EXPLAINER: How RBI’s new valuation rules change the way banks view REITs, InvITsRBI amended the valuation framework for REITs and InvITsRBIRBI rulesBanks1 source
3h
Order win▲ bullishKalpataru Projects International secures 'major' EPC order in oil and gas business in UAEKalpataru Projects International secured a major EPC order in UAE oil and gasKalpataru ProjectsKalpataruOil and gas companies3 sources
2h
Deal▲ bullishMan Infra collaborates with Godrej Prop for upcoming residential project in South MumbaiMan Infraconstruction and Godrej Properties are collaborating on a South Mumbai residential projectMan InfraconstructionGodrej PropertiesReal estate1 source
4h
IPO● mixedSwastika Infra Allotment Status Today: How To Check On BSE, NSE And MUFG Intime IndiaSwastika Infra IPO allotment status is expected todaySwastika Infra2 sources
3h
Policy▲ bullishGovt launches initiative to build digital public infra for tourism sectorCentre launched a project to build national digital public infrastructure for tourismHotels and travelGovernment capex1 source
5h
Expansion▲ bullishIndia's AI enablers surge as data centre buildout gathers paceIndia’s AI-linked infrastructure stocks surged despite a weak equity marketData centresPower sectorAI1 source
7h
Expansion▲ bullishChabahar-Zahedan rail link completed, to boost India's access to Central AsiaIran has completed the Chabahar-Zahedan rail linkIranRailways2 sources
2h
Funding and debt▲ bullishIFC to lend $70 million to JN Port for first blue financing in maritime sectorIFC will lend $70 million to JNPA for the maritime sector’s first blue financingPorts and airportsFDIPower sector1 source
13h
Expansion● mixedCentre plans major aviation infra push in West BengalAAI and West Bengal government plan to sign an MoU next monthAviationPorts and airports1 source
16h
Order win● mixedSteamhouse India wins Rs 311 crore EPC mandate for 300 TPH steam project in Himachal PradeshSteamhouse India won a Rs 311 crore EPC mandate for a 300 TPH steam and co-generation plantSteamhouse IndiaPower sectorManufacturing1 source
18h
● mixedBarrier-free tolling: FASTag & ANPR will help collect toll from your vehicle automaticallyBarrier-free tolling would use cameras and FASTag to identify vehicles and collect tolls at normal highway speedsRoads and highways1 source
18h
Market move● mixedDebt-hungry AI companies face increased risk as bond yields spikeRising Treasury yields mean AI infrastructure financing will cost moreAIUS TreasuriesBond yields1 source
20h
Data▲ bullishPrivate sector capex projected to rise to ₹3.2 trn in FY27: RBI bulletinPrivate-sector capex is projected to rise to ₹3.2 trillion in FY27RBIGovernment capexEconomic growth1 source
23h
Policy● mixedMint explainer: what has changed in the new HAM highway contract?MoRTH’s new HAM framework links construction payments to certified physical progressRoads and highways1 source
1d
● mixedInvestors choose UP because of its large consumer market and infrastructure to match it, says CM Yogi AdityanathUttar Pradesh Chief Minister Yogi Adityanath said investors choose the state for its large consumer market and matching infrastructureMaharashtraS Jaishankar1 source
1d
Expansion▲ bullishAdani’s Dhamra Port shifts entirely to renewable electricityDhamra Port has shifted its entire electricity consumption to renewable powerAdani PortsRenewablesPorts and airports2 sources
1d
Funding and debt▲ bullishNABARD plans more financial support for water security projects in RajasthanNABARD may increase support for Rajasthan water security projects through RIDF and other financing instrumentsNABARDMaharashtra1 source
1d
Policy● mixedCabinet panel approves ₹17,167-crore outer harbour project at VOC Port in ThoothukudiCabinet panel approved a ₹17,167-crore outer harbour project at VOC Port in ThoothukudiPorts and airports1 source
2d
Expansion● mixedKraken’s parent Payward is betting billions on becoming financial infrastructure, not just a crypto exchangePayward is unifying trading, payments, asset management and institutional services on common railsCrypto exchangesCryptoFintech and payments1 source
2d
Policy▲ bullishNext large investment should be in AI infrastructure, says SitharamanSitharaman called for more investment in AI infrastructure and trainingNirmala SitharamanAIData centres1 source
2d
Policy▲ bullishAI, semiconductors, quantum to drive India's next infrastructure push: FM SitharamanFinance Minister Nirmala Sitharaman said AI, semiconductor chips and quantum technology will drive India’s next infrastructure pushNirmala SitharamanAISemiconductors1 source
2d
● mixedBusiness correspondents explained: How BCs extend banking services beyond branchesBusiness Correspondents extend banking services beyond branchesBanks1 source
2d
IPO● mixedJ Infratech files IPO papers for ₹600 crore fresh issue and 1-crore-share OFSThe proposed IPO includes a ₹600 crore fresh issueSEBIDisinvestment3 sources
2d
● mixedOracle layoffs offer a warning: 5 money moves to make before the pink slip arrivesOracle recently laid off several employees in its cloud infrastructure division amid restructuring and an increased AI focusOracleAIJobs and layoffs1 source
2d
IPO● mixedDeon Energy files draft IPO papers as it plans to expand into solar power generationAhmedabad-based Deon Energy is a solar EPC firm filing draft papers with SEBI for an IPORenewablesPower sectorSEBI2 sources
2d
Policy● mixedKeralam’s capital expenditure low, committed expenditure high: CM SatheesanAround 80% of Kerala’s revenue went towards committed expenditure, including salaries, pensions and loan interestGovernment capexEconomic growth1 source
2d
Expansion● mixedThree midcap stocks with strong growth potentialKalpataru Projects, ITC Hotels and Waaree Energies are expanding capacity and entering new marketsKalpataru ProjectsITC HotelsWaaree Energies1 source
2d
Funding and debt● mixedNABARD sanctions ₹195-crore loan to boost fisheries infrastructure in Bihar's SiwanNABARD sanctioned a ₹195-crore loan for fisheries infrastructure in Bihar’s SiwanNABARDAgriculture1 source
2d
● mixedKridhan InfraKridhan Infra1 source
2d
Deal● mixedCCI seeks more info on Adani Energy's IntelliSmart dealAdani Energy Solutions proposed acquiring IntelliSmart Infrastructure for ₹3,050 croreAdani Energy SolutionsAdani Group1 source
3d
Policy▲ bullishCentre designates Deendayal, JNPA, Paradip and Mundra as mega portsThe four notified ports are Deendayal (Kandla), Jawaharlal Nehru, Paradip and Adani Group’s MundraPorts and airportsAdani GroupAdani Ports2 sources
2d
Market move▲ bullishSaudi Arabia crude oil exports hit highest level since Iran war began despite pipeline outageSaudi crude exports hit their highest level since the Iran war began despite a pipeline outageSaudi ArabiaCrude oilIran1 source
3d
Data▲ bullishIndia’s private capex estimated at ₹3.2 lakh crore in 2026-27: RBIRBI estimates private capex at ₹3.2 lakh crore in 2026-27RBIEconomic growthBanks1 source
3d
Legal● mixedSC sets deadlines for ICU infrastructure upgrades, critical-care staffICU infrastructure upgrades must be completed within nine monthsHospitalsSupreme Court1 source
3d
Data▼ bearishInfrastructure projects record ₹2.88 lakh crore cost overrun in AugustProjects monitored across 17 ministries had cost overruns totalling ₹2,88,122 croreGovernment capexRailwaysPorts and airports3 sources
3d
Policy▼ bearishOdisha tightens norms for Supplementary Budget for FY27 amid slow capexOdisha tightened norms for its FY27 Supplementary Budget amid slow capexGovernment capexEconomic growthGDP1 source
3d
Market move● mixedHigh input costs, policy support will likely keep steel prices higher than 2025Steel prices likely to stay higher than 2025, supported by high input costs and policy supportSteelInput costsChina1 source
3d
● mixedHow Enterprises Are Building Robust Infra Backbone For AI At ScaleEnterprise India is assessing whether its infrastructure can support AI adoption at scaleAIData centresChip plants1 source
3d
Expansion● mixedTesla opens Chennai experience centre, expanding its India retail and service networkThe Chennai outlet is Tesla’s sixth Experience Centre in India and its first in the cityTeslaEVs and batteriesRetail5 sources
3d
Deal● mixedActis combines 11 Indian road assets in a $1 billion trustThe trust consolidates 11 road assets worth around ₹10,000 croreRoads and highwaysGlobal markets3 sources
3d
Order win▲ bullishJSW Thermal orders two 800 MW turbine generators for Salboni projectJSW Thermal ordered two 800 MW steam turbine generators for Salboni Phase IIJSW EnergyJSW GroupPower sector2 sources
2d
Data▼ bearishIndia road construction pace to slow to 21 km/day in FY27; state capex to outpace Centre: CareEdgeRoad construction is expected to slow to 21 km per day in FY27 from 25 km per day in FY26Roads and highwaysGovernment capexUnion Budget and fiscal1 source
3d
Policy▲ bullishUttar Pradesh policy offers export incentives for 2025-30The state policy supports Uttar Pradesh businesses selling goods and services abroadShipping and logisticsE-commerceManufacturing2 sources
2d
● mixedPM Modi lauds 'Make in India' success, credits infra, innovation for growthNarendra Modi credited infrastructure and innovation for the success of Make in IndiaNarendra ModiManufacturingEconomic growth1 source
3d
Data● mixedAI infrastructure investment projected at $769 billion in 2026 amid safety concernsNearly $384 billion was invested in the first half of 2026AIData centresAI chips2 sources
3d
Order win▲ bullishSteamhouse India wins ₹311 crore EPC contract for Himachal steam projectThe EPC contract for a common steam and co-generation plant in Una is worth ₹311 croreSteamhouse IndiaPower sector3 sources
2d
Order win▲ bullishSmall-cap IT stock under ₹50 jumps 17% as US subsidiary gets AI project worth ₹147 croreBlue Cloud subsidiary GIX secured a $15.5 million IBM Cloud AI infrastructure services orderAIIT servicesSmall and midcaps1 source
3d
Policy▲ bullishMobile CNG could take gas pumps to mines, ports and heavy equipmentNew rules allow mobile CNG refuelling units to serve mines, ports and heavy equipmentMiningPorts and airportsNatural gas1 source
3d
Order win▲ bullishVascon Engineers wins ₹660 crore Qualcomm office project in BengaluruThe office facility order from Qualcomm India is worth ₹660 crore; some reports cite ₹661 croreVascon EngineersIT demandQualcomm India6 sources
3d
Order win▲ bullishWelspun Corp’s US subsidiary wins ₹4,000 crore pipe order, lifting order book to $4.7 billionUS subsidiary secured an HFIW pipe order worth about $412.5 million, or ₹4,000 croreWelspun CorpSteel9 sources
3d
Funding and debt● mixedOracle-Blue Owl data-centre delay raises concerns over AI financingOracle moved to protect itself against potential delays at a New Mexico data-centre projectOracleNew MexicoData centres2 sources
3d
IPO● mixedJSW One Platforms files draft papers for ₹3,054 crore IPOProposed IPO includes a fresh issue of up to ₹1,300 crore and an offer for sale of ₹1,754.01 croreJSW GroupManufacturingSEBI10 sources
2d
Order win▲ bullishKalpataru Projects International bags new orders worth over ₹2,000 croreKalpataru Projects International secured domestic and other orders worth around ₹2,025 croreKalpataru ProjectsKalpataru1 source
4d
Deal● mixedHyderabad Airport, Brussels Airport partner to boost India-Europe air cargo connectivityHyderabad and Brussels airports will work on route development, market intelligence and cargo best practicesPorts and airportsAviationShipping and logistics1 source
4d
● mixedBNP Paribas to keep sensitive data off public cloud despite Google dealBNP Paribas will keep some sensitive customer data and critical operations off public cloud infrastructureBNP ParibasGoogleAI1 source
4d
Order win▲ bullishLCC Projects emerges lowest bidder for ₹653.34 crore Rajasthan irrigation projectLCC Projects emerged lowest bidder for a ₹653.34 crore projectLCC Projects2 sources
3d
● mixed'Self-contained civilisation': Indian co-founder visits Shenzhen, returns with a lesson for IndiaMathur highlighted Shenzhen’s metro, pedestrian and cycling infrastructure, parks and public facilitiesEconomic growth1 source
4d
Expansion● mixedGoogle plans an in-orbit test of AI chips under Project SuncatcherProject Suncatcher will test AI chips in orbitGoogleAI chipsAI9 sources
3d
Policy● mixedNPCI chief calls for UPI investment to address rising costs and cyber risksNPCI chief Dilip Asbe said a market-driven model for UPI is needed to fund cybersecurity and infrastructureUPIFintech and paymentsAI2 sources
4d
Legal▼ bearishNCLT capacity crunch puts insolvency timelines under pressureIndia’s insolvency tribunal has 11 vacancies and insufficient infrastructureInsolvency and defaultsZee EntertainmentSupreme Court1 source
4d
Expansion● mixedPhonePe plans 20,000 hires and 50 lakh payment devices in a yearPhonePe plans to hire more than 20,000 sales personnelFintech and paymentsPhonePe4 sources
4d
IPO● mixedNSE listing strengthens market infrastructure, says Metropolitan Stock Exchange CEOMetropolitan Stock Exchange CEO Latika S. Kundu called NSE’s listing significant for India’s capital marketsNSEStock exchanges1 source
4d
Expansion● mixedMicrosoft opens data centre in Telangana amid AI infra expansion pushMicrosoft’s India South Central data centre region is now live in TelanganaMicrosoftData centresAI1 source
4d
IPO● mixedSwastika Infra IPO draws over 1.5x subscription on Day 2Day 2 subscription stood at 1.64 times in one report and over 1.5 times in anotherMarket valuationsListing rulesSwastika Infra2 sources
3d
● mixedOracle job cuts hit middle managers, workers over 40 in cloud unitOracle’s latest cloud infrastructure layoffs reportedly hit middle managers and employees aged 40 and above hardestOracleJobs and layoffs1 source
4d
Expansion● mixedMicrosoft plans $10 billion-plus Gulf investment with focus on resilienceMicrosoft plans to invest over $10 billion by 2030 in UAE, Saudi Arabia, Qatar and KuwaitMicrosoftSaudi ArabiaData centres1 source
4d
Order win▲ bullishKalpataru Projects wins ₹2,025 crore orders; FY27 inflow reaches ₹13,219 croreNew orders span transmission and distribution, buildings and factories, and oil and gasKalpataru ProjectsKalpataruPower transmission3 sources
4d