🗣️ RUPIE SPEAK
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📍 MARKET INSIGHTS · JULY 10, 2026
● Jash Engineering surges on securing consolidated orders worth Rs 91 crore in June 2026
Jash Engineering secured ₹91 Cr orders in June – ₹40 Cr domestic, ₹51 Cr exports. Total order book now ₹912 Cr. Export orders ₹628 Cr dominate.
🗣️ RUPIE SPEAK Strong export-oriented order book (69% of total). Healthy pipeline of ₹55 Cr under negotiation. Engineering exports are growing.
● Atishay moves up on bagging new work order worth Rs 82.25 Lakh
Atishay received ₹82.25 L order from Udaipur Central Cooperative Bank for Micro ATMs supply and maintenance. Execution by Aug 7, 2026.
🗣️ RUPIE SPEAK Government cooperative bank order. Micro ATMs for PACS is a growing segment. Adds to revenue visibility.
● Pace Digitek soars as its arm signs MoUs with Onward Solar Power, Kalpa Power
Pace's subsidiary Lineage Power signed MoUs with Onward Solar and Kalpa Power for BESS supply partnership. Strengthens energy storage business.
🗣️ RUPIE SPEAK BESS is a high-growth segment. Strategic partnerships with EPC companies will drive orders. Energy storage is the future.
● HFCL surges on securing order worth around Rs 495.80 crore
HFCL received $51.98M (~₹495.80 Cr) export order for optical fiber cable-based data centre connectivity solutions. Execution by Dec 2026.
🗣️ RUPIE SPEAK Large export order from international customer. Data centre connectivity is booming. Strong execution capabilities.
● Ceinsys Tech shines on bagging order worth Rs 67.04 crore
Ceinsys received ₹67.04 Cr LoI from MP Government for Pradhan Mantri Awas Yojana (Urban) manpower services. 3-year execution.
🗣️ RUPIE SPEAK Government social sector order. PM Awas Yojana is a flagship scheme. Long-term revenue visibility.
● Havells India rises on collaborating with Pixii AS
Havells partnered with Norway's Pixii AS for Battery Energy Storage Systems in India. Phased roadmap for local manufacturing.
🗣️ RUPIE SPEAK Energy storage is a high-growth market. Pixii's technology + Havells' distribution is a strong combination. Long-term growth driver.
● CONCOR gains on inking long-term pact with Gail (India) to build LNG dispensing station in Ahmedabad
CONCOR and GAIL signed 15-year pact for LNG dispensing station at CONCOR's ICD Ahmedabad. CONCOR to deploy 15 LNG-powered vehicles.
🗣️ RUPIE SPEAK LNG adoption in logistics is growing. 15-year agreement provides annuity income. Green logistics is a long-term theme.
● Vikram Solar climbs on inking solar cell supply pact with Evervolt Solar Technology India
Vikram Solar signed 130 MW solar cell supply agreement with Evervolt Solar (formerly CETC) for July 2026 to March 2027.
🗣️ RUPIE SPEAK Domestic solar cell sourcing is a strategic move. DCR-compliant cells are in demand. Good for supply chain security.
● Manorama Industries jumps on getting nod to incorporate wholly owned subsidiary in Chad
Manorama to incorporate WOS in Chad for shea nuts/butter processing and trading. International expansion in Africa.
🗣️ RUPIE SPEAK Africa is a key source of shea. Backward integration to secure raw material. Good for long-term supply chain.
● Apollo Micro Systems surges on inking pact to acquire 41.33% stake in Premier Explosives
Apollo to acquire 41.33% stake in Premier Explosives for ~₹1,550 Cr. Premier is in high-energy materials, rocket motors, munitions.
🗣️ RUPIE SPEAK Strategic defence acquisition. Complementary capabilities in defence and aerospace. Long-term growth in defence sector.
● RailTel Corporation shines on bagging order worth Rs 18.53 crore
RailTel received ₹18.53 Cr order from UP Govt for Atal Tinkering Labs in schools. Supply, installation, training. Execution by Nov 2027.
🗣️ RUPIE SPEAK Education infrastructure order. Atal Tinkering Labs is a government priority. Steady revenue visibility.
● Seoul to impose anti-dumping tariffs on PVC paste resin from 4 European nations
South Korea to impose 25.79%-31.55% anti-dumping duties on PVC paste resin from Germany, France, Norway, Sweden from next month.
🗣️ RUPIE SPEAK Protectionist measure for domestic PVC industry. Hanwha Solutions filed complaint. Indian PVC exporters may benefit from trade diversion.
● Mangalam Global inches up on inaugurating two new retail stores
Mangalam opened two 'Neat Everyday' wellness stores in Navi Mumbai and Chandivali, Mumbai. Expanding wellness and beauty retail.
🗣️ RUPIE SPEAK Wellness retail is growing. Store expansion in Mumbai is positive. Brand 'Neat Everyday' is scaling up.
● Surya Roshni rises on bagging export order worth Rs 28.21 crore from North America
Surya Roshni received $2.96M (~₹28.21 Cr) export order for hot rolled steel tubes from North America. Execution by Oct 2026.
🗣️ RUPIE SPEAK Steel product export to North America. Steel demand in US is strong. Good for export revenue.
● Gujarat Kidney jumps on inking pact to acquire 51% stake in Blue Tree Clinics
Gujarat Kidney to acquire 51% stake in Dubai-based Blue Tree Clinics for ₹19.83 Cr. Expands into plastic surgery, dental, and chiropractic services.
🗣️ RUPIE SPEAK International expansion into Dubai healthcare. Diversification into cosmetic and dental services. Good for geographic reach.
● Anand Rathi Wealth gains on reporting 74% jump in Q1 consolidated net profit
Anand Rathi Wealth Q1 PAT up 76.99% YoY to ₹163.22 Cr. Total income up 54.06% to ₹421.82 Cr. Strong wealth management growth.
🗣️ RUPIE SPEAK Wealth management is a growing sector. Strong earnings growth. India's affluent class is expanding.
● Power Grid rises on emerging as successful bidder to establish Inter-State Transmission System
Power Grid declared successful bidder for augmentation at Bhadla-III, Ramgarh, Kanpur on BOOT basis. Received LoI on July 9.
🗣️ RUPIE SPEAK Power transmission infrastructure is a core business. BOOT model provides long-term revenue. Government capex on power grid.
● Relicab Cable Manufacturing touches roof on getting contract to supply control cables
Relicab received ₹1.43 Cr order from a global energy technology company for control cables. Delivery by Aug 30, 2026.
🗣️ RUPIE SPEAK Small but reputed client order. Energy sector demand for cables is steady. Adds to revenue.
● Elecon Engineering Q1 net profit plunges 60 pc, margins shrink
Elecon Q1 PAT down 60% YoY to ₹70.4 Cr. Revenue up 6% to ₹521 Cr. EBITDA margin contracted to 21% from 26.6%.
🗣️ RUPIE SPEAK Margin pressure due to higher input costs. Stock reacted negatively. Watch for cost control measures.
● Ion Exchange (India) zooms on bagging contract from Hyundai Engineering & Construction
Ion Exchange received $52.83M (~₹503 Cr) international contract from Hyundai E&C for filtration units in the Middle East. 18-month execution.
🗣️ RUPIE SPEAK Large international order from a reputed client. Water treatment is a growing sector. Middle East is a key market.
● Premier Energies soars on commissioning new 5.6 GW solar module facility in Telangana
Premier Energies commissioned 5.6 GW solar module facility in Telangana. Total module capacity now 11.1 GW. Also ground-breaking for 6 GWh BESS facility.
🗣️ RUPIE SPEAK Massive capacity expansion in solar manufacturing. BESS entry is a new growth vertical. Creating 3,000+ jobs.
● NDR Auto Components surges as its arm inaugurates new plant in Andhra Pradesh
NDR's subsidiary inaugurated new plant in Penukonda, Andhra Pradesh for KIA Motors India. Capacity: 50,000 car frames, 28,000 seat covers.
🗣️ RUPIE SPEAK Auto component capacity expansion for KIA. Andhra Pradesh is a growing auto hub. Long-term supply agreement.
● FIIs stood as net buyers in equities as per July 10 data: NSDL
FIIs net buyers in equities ₹265 Cr and debt ₹1,149 Cr on July 10. Gross buying ₹15,736 Cr vs selling ₹15,471 Cr.
🗣️ RUPIE SPEAK FIIs continue to be net buyers. Debt inflows are strong. Positive sign for capital flows.
● Sensex, Nifty end 1 pc higher as IT, financial stocks rally
Sensex up 827 pts (+1.08%) to 77,569.39. Nifty up 244 pts (+1.02%) to 24,206.90. IT and realty stocks led the rally.
🗣️ RUPIE SPEAK Broad-based rally with IT and realty leading. Crude oil prices eased. Q1 earnings optimism is driving sentiment.
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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.