RUPIE SPEAK
VOICE OF THE MARKET · NO NOISE ONLY WISDOM
📆 SEPT 3, 2026
📊 STOCK WISE REPORT
📰 STOCK NEWS · SIMPLE & CLEAR20 stocks
1. Epack Prefab Technologies — Incorporated WOS 'EPACK Data Center Solutions' on Aug 31 for data centre business & digital infrastructure.
RUPIE SPEAK: Entering high-growth data centre space — good long-term play.
2. Adani Green Energy — WOS operationalized 139 MW solar project at Khavda, Gujarat. Total renewable capacity now 20,280.8 MW + 3,551 MWh BESS.
RUPIE SPEAK: Renewable capacity keeps growing — market leader in green energy.
3. Telge Projects — Subsidiary Telge Global to acquire 100% of Wheaton Detailing Services (US) — structural steel detailing.
RUPIE SPEAK: US expansion — new markets, new customers.
4. Centum Electronics — Received $3.22 mn (~₹30.5 cr) export order from global OEM for electronic systems.
RUPIE SPEAK: Defence & aerospace export win — strong validation.
5. Adani Ports — Step-down subsidiary Astro Offshore incorporated WOS in Saudi Arabia for offshore operations.
RUPIE SPEAK: Expanding global marine footprint — strategic.
6. Western Carriers (India) — Won 15-year contract to operate General Cargo Terminal at Kolkata Port. Investment ~₹13.68 cr.
RUPIE SPEAK: Long-term logistics contract — steady revenue.
7. Annu Projects — Listed at 24% discount on BSE. EPC player in telecom, sewerage, gas pipeline.
RUPIE SPEAK: Weak listing — market cautious on EPC sector.
8. Hero MotoCorp — August sales up 2.65% to 5,68,398 units. Scooters +42.8%, motorcycles -1.53%.
RUPIE SPEAK: Scooters are driving growth — motorcycle segment weak.
9. R&B Denims — Subsidiary Ricon to start polyester yarn production from Sept 30. Investment ₹25 cr.
RUPIE SPEAK: Vertical integration — better margins, value addition.
10. Sical Logistics — Won ₹534.73 cr LoA from Central Coalfields for OB removal & coal extraction (5 years).
RUPIE SPEAK: Big mining logistics order — long-term revenue visibility.
11. Indian Hotels Company (IHCL) — Signed Gateway branded hotel in Agartala, Tripura (104 keys). 3rd hotel in Tripura.
RUPIE SPEAK: Expanding North East presence — tourism growth.
12. IFCI — Top gainer in Group A, up 8.10% at ₹94.37. 52-week high ₹96.67.
RUPIE SPEAK: Strong momentum — near 52-week high.
13. SUGS Lloyd — Bagged two LoIs worth ₹214.27 cr from TPSODL & TPWODL for network maintenance (3 years).
RUPIE SPEAK: Power distribution orders — steady business.
14. ITC / ITC Infotech — WOS ITC Infotech to acquire 22.1% stake in Happiest Minds for ₹1,330 cr. Merger with ITC Infotech planned.
RUPIE SPEAK: Big IT consolidation — scale, cross-selling, AI capabilities.
15. BEML — Secured additional ₹180.60 cr order for Vande Bharat Sleeper trainsets from ICF.
RUPIE SPEAK: Vande Bharat momentum continues — good for BEML.
16. IZMO — Subsidiary izmo Microsystems developed 40 GHz RF QFN package — made in India for defence/secure comms.
RUPIE SPEAK: Indigenous semiconductor tech — big for defence & aerospace.
17. Mankind Pharma — Sold 100% stake in Broadway Hospitality Services for ₹49 cr.
RUPIE SPEAK: Exiting non-core hospitality — focus on pharma.
18. EMS Limited — L-1 bidder for ₹218.65 cr sewerage project in Rajasthan (18 months + 10 yrs O&M).
RUPIE SPEAK: Water & sanitation order — government infrastructure.
19. GPT Infraprojects — L-1 bidder for ₹483.7 cr railway bridge project over Mahanadi for RVNL.
RUPIE SPEAK: Big railway infra order — good for order book.
20. Aurobindo Pharma — WOS Apitoria Pharma incorporated 'Avogent Lifesciences' in India for manufacturing & marketing.
RUPIE SPEAK: Expanding domestic pharma presence.
🌍 FII FLOW SUMMARY · SEPT 2, 2026
Equity: Gross Buy ₹18,889.38 cr | Gross Sell ₹17,125.18 cr → Net Buyers ₹1,764.20 cr
Debt: Gross Buy ₹1,912.19 cr | Gross Sell ₹1,773.32 cr → Net Buyers ₹138.87 cr
Hybrid: Net Buyers ₹94.15 cr
RUPIE SPEAK: FIIs turned net buyers after two days of selling — positive sign.
⚠️ SEBI REGULATORY DISCLAIMER — EDUCATIONAL & INFORMATIONAL ONLY
This publication is solely for informational and educational use. It does NOT constitute investment advice, a research report, or a solicitation to buy/sell securities. The author/publisher is NOT a SEBI-registered Research Analyst. All data sourced from publicly available exchange filings, NSE/BSE official websites, and brokerage updates as of Sept 3, 2026 (provisional).
Investments in securities are subject to market risks. Past performance is not indicative of future results. Readers are strongly advised to consult a SEBI-registered investment adviser before making any financial decisions.
📞 SEBI SCORES Helpline: 1800 266 7575 | sebi.gov.in
✍️ Written by Rupie Speak | Sept 3, 2026 — Stock Wise Report
This publication is solely for informational and educational use. It does NOT constitute investment advice, a research report, or a solicitation to buy/sell securities. The author/publisher is NOT a SEBI-registered Research Analyst. All data sourced from publicly available exchange filings, NSE/BSE official websites, and brokerage updates as of Sept 3, 2026 (provisional).
Investments in securities are subject to market risks. Past performance is not indicative of future results. Readers are strongly advised to consult a SEBI-registered investment adviser before making any financial decisions.
📞 SEBI SCORES Helpline: 1800 266 7575 | sebi.gov.in
✍️ Written by Rupie Speak | Sept 3, 2026 — Stock Wise Report