🗣️ RUPIE SPEAK
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📍 MARKET INSIGHTS · JUNE 24, 2026
Infosys rises on expanding collaboration with GlobalFoundries
Infosys expanded its multi-year deal with GlobalFoundries to deliver AI-led managed services across GF's enterprise IT landscape, covering applications, infrastructure, data and service desk operations. [citation:1][citation:2][citation:4]
🗣️ RUPIE SPEAK Deepening client relationships in semiconductor space. AI-led managed services is a high-margin, sticky revenue stream. Good for long-term annuity income.
Greaves Cotton surges on incorporating wholly owned subsidiary in Dubai
Greaves Cotton incorporated 'Greaves International Trading FZE' in Dubai for international trading and distribution activities, strengthening its global market presence. [citation:5][citation:6][citation:7]
🗣️ RUPIE SPEAK Dubai is a global trading hub – this move will optimize supply chain and open new export markets. International expansion is a positive long-term growth driver.
Panorama Studios shines as its arm inks pact with Sunil Productions
Panorama's subsidiary signed an agreement with Sunil Productions for exclusive airborne rights of the Kannada film 'Yaarigu Helbedi (2025)' worldwide. [citation:8][citation:9][citation:10]
🗣️ RUPIE SPEAK In-flight entertainment rights is a niche segment. Film content monetization through airlines is a growing revenue stream.
Tech Mahindra soars on deepening ties with Telefonica Germany to build next-gen private cloud platform
Tech Mahindra expanded partnership with Telefonica Germany to build next-gen private cloud and PaaS platform for cloud-native transformation of telecom and enterprise workloads. [citation:11][citation:12][citation:13]
🗣️ RUPIE SPEAK Major European telecom deal. Private cloud and PaaS are high-growth segments. Strengthens Tech Mahindra's position in Europe's telecom modernization.
Indian Hotels Company rises on signing Tree of Life resort in Odisha
IHCL signed a 30-key Tree of Life resort at Chilika Lake, Odisha – a greenfield project marking the brand's entry into the state.
🗣️ RUPIE SPEAK Expanding footprint in eco-tourism segment. Chilika Lake is a popular destination. Brand diversification into boutique resorts is a positive.
Innovision gains on securing LoA worth Rs 7.73 crore
Innovision received LoA from NHAI for user fee collection at Pileru-Puthalapattu section of NH-40 in Andhra Pradesh. 1-year execution.
🗣️ RUPIE SPEAK NHAI contracts provide steady annuity income. Toll collection business is resilient and non-discretionary.
Yash Highvoltage inches up on BSE
Yash Highvoltage approved ₹151 Cr preferential issue at ₹721/share for expansion of RIP bushing facility up to 550 kV and OIP brownfield expansion.
🗣️ RUPIE SPEAK 550 kV RIP bushings is a niche, high-value segment. Capacity expansion will position Yash among select global manufacturers. Long-term growth story.
Admach Systems rises on bagging order worth Rs 5.02 crore
Admach received ₹5.02 Cr order from a domestic steel industry customer for supply of two-roll straightening machine. 9-month execution.
🗣️ RUPIE SPEAK Steel sector capex cycle is turning. Equipment orders indicate industrial activity recovery. Good for engineering companies.
Solarium Green Energy zooms on bagging LOA worth Rs 186.53 crore
Solarium received ₹186.53 Cr LOA for EPC works of 50 MW AC/65 MW DC Solar PV project including 3-year O&M services.
🗣️ RUPIE SPEAK Large solar EPC order adds revenue visibility. Renewable energy sector is booming. O&M contract provides annuity income.
Satin Creditcare Network rises on getting nod to raise up to Rs 5,000 crore through NCDs
Satin Creditcare received board approval to raise up to ₹5,000 Cr through NCDs on private placement basis within one year.
🗣️ RUPIE SPEAK Massive capital raise for business growth. Microfinance sector is expanding. Strong balance sheet will support lending book growth.
MAS Financial Services gains on raising Rs 140 crore through NCDs
MAS Financial raised ₹140 Cr through NCDs at 8.70% coupon, 24-month tenure. Funds for business growth and refinancing.
🗣️ RUPIE SPEAK Raising funds at competitive rates. NBFC sector growth continues. Strong parentage and credit rating.
Biocon inches up as its partner secures multiple insulin contracts in Malaysia
Biocon's partner Duopharma Biotech secured insulin contracts worth 225+ million Malaysian ringgit. Biocon will supply human insulin, glargine and aspart to Malaysia.
🗣️ RUPIE SPEAK International insulin supply contracts are high-value and recurring. Malaysia is a growing market for affordable insulin. Good for export revenue.
HCL Technologies rises on collaborating with Circles and GreySkies in TM Forum Catalyst Program
HCLTech, Circles and GreySkies collaborated with leading telecom operators to develop an AI-powered multiagent framework for unified customer experience and network operations.
🗣️ RUPIE SPEAK AI in telecom operations is the next big thing. Collaborative innovation programs build long-term client relationships. Good for brand positioning.
Power Finance Corporation surges on raising $300 million via U.S. dollar-denominated notes
PFC raised $300M via 5-year notes at 5.32% coupon. Funds to be used as per RBI's ECB guidelines.
🗣️ RUPIE SPEAK Low-cost dollar borrowing for power sector lending. Interest rate is competitive. Strengthens PFC's lending capacity.
LIC dividend: Last day to buy shares for payout eligibility falls today
LIC has announced final dividend of ₹10 per share. Record date is June 25. With T+1 settlement, today is the last day to buy for dividend eligibility.
🗣️ RUPIE SPEAK Dividend yield ~1.2-1.5% at current price. LIC's Q4 profit was strong at ₹23,420 Cr – highest among financial CPSEs.
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Stock market investments are subject to market risks. The content is for informational and educational purposes only and does not constitute investment advice or recommendation. The views expressed are of the author and not of the website/platform. Please consult your SEBI-registered investment adviser before making any financial decision. Securities quoted are exemplary and not recommendatory. Past performance does not guarantee future results.