On February 25, 2025, shares of Sathlokhar Synergys E&C Global Ltd were in the spotlight as the stock traded in the green, marking a strong recovery from its lows on February 19, 2025. The stock price has gained approximately 25% during this period, drawing attention to the company’s latest developments.

The surge follows 2 significant project wins, one of which is from a subsidiary of the Reliance Group. These contract wins highlight business expansion and growth opportunities for the company.

Details of the New Orders

1. Reliance Mappedu Multi Modal Logistics Park Limited, Chennai

Sathlokhar has secured an order from Reliance Mappedu Multi Modal Logistics Park Limited to execute civil construction work. The project involves:

• Construction of a warehouse spanning 2,35,665 sq. ft (WH No 01A & 01B)
• Location: Proposed Factory at Survey No 1228/1, Arakonam Highway, Mappedu, Chennai
• Total Order Value: ₹18.44 Crore (including GST)

2. Komatsu India Private Limited (Japan-based), Oragadam

The second project is from Komatsu India Private Limited, a subsidiary of Japan-based Komatsu Ltd., at its Sipcot Industrial Park, Sriperumbudur, Chennai facility. The scope of work includes:

• Execution of Civil and Pre-Engineered Building (PEB) works
• Total Order Value: ₹3.61 Crore (including GST)

These contracts add to the company’s ongoing project portfolio, further strengthening its presence in the construction sector.

About Sathlokhar Synergys E&C Global Ltd

Sathlokhar is a leading construction company based in Chennai, with a pan-India presence. The company integrates cutting-edge technology with innovative architectural solutions to deliver high-quality construction projects.

Their expertise spans:

• Civil construction
• Pre-Engineered Buildings (PEB)
• Industrial infrastructure development

The company’s core philosophy revolves around translating architectural visions into reality, ensuring projects are cost-effective, sustainable, and aligned with client objectives.

Conclusion

Sathlokhar Synergys E&C Global Ltd’s recent order wins, including one from a Reliance Group subsidiary, highlight its expanding project portfolio and growing presence in the construction sector.

Disclaimer: This blog has been written exclusively for educational purposes. The securities mentioned are only examples and not recommendations. This does not constitute a personal recommendation/investment advice. It does not aim to influence any individual or entity to make investment decisions. Recipients should conduct their own research and assessments to form an independent opinion about investment decisions.

Investments in the securities market are subject to market risks, read all the related documents carefully before investing.

Texmaco Rail & Engineering Ltd., a distinguished private engineering and infrastructure enterprise under the esteemed Adventz Group, stands at the forefront of India’s railway manufacturing sector. Specialising in the production of railway wagons, coaches, and locomotives, the company also provides a comprehensive suite of allied services.

MoU with Nevomo

Texmaco Rail & Engineering has entered into a strategic Memorandum of Understanding (MoU) with Nevomo, a pioneering Polish technology firm established in 2017. 

As Europe’s vanguard in next-generation Magrail technology and Linear Propulsion Systems, Nevomo brings an avant-garde approach to rail infrastructure, high-speed rail solutions, AI-driven predictive diagnostics, self-propelled wagons, and autonomous freight trains. This transformative partnership is poised to redefine the future of mobility, both within India and on the global stage.

This collaboration will enhance rail efficiency, expand capacity, and modernise railway and port systems, driving major improvements in mining, captive rail, and logistics. Aligned with India’s ‘Make in India’ initiative, it supports the country’s vision of becoming a leader in next-generation transportation solutions.

Texmaco Rail & Engineering Q3 FY25 Results

Texmaco Rail & Engineering Ltd. delivered an outstanding financial performance in Q3 FY25, with consolidated revenue surging 47.9% YoY to ₹1,326 crore. EBITDA grew 51.7% to ₹139 crore, maintaining a 10.5% margin, while PAT more than doubled to ₹76 crore, achieving a 5.8% margin. 

This impressive growth was driven by a 54.6% increase in freight car deliveries to 2,714 units. As of 31st December 2024, the company’s order book stood at a robust ₹7,612 crore, reinforcing its industry leadership and growth momentum.

Share Price Performance 

At 09:27 AM on February 25, 2025, Texmaco Rail & Engineering shares open 1% at ₹142.89 per share on the NSE.

Conclusion:

The strategic MoU between Texmaco Rail & Engineering and Nevomo marks a groundbreaking collaboration in next-generation rail technology. By leveraging Nevomo’s expertise in Magrail and advanced rail solutions, this partnership aims to revolutionise rail mobility in India and beyond.

Disclaimer: This blog has been written exclusively for educational purposes. The securities mentioned are only examples and not recommendations. This does not constitute a personal recommendation/investment advice. It does not aim to influence any individual or entity to make investment decisions. Recipients should conduct their own research and assessments to form an independent opinion about investment decisions.

Investments in the securities market are subject to market risks, read all the related documents carefully before investing.

NTPC Ltd., India’s largest integrated power utility, continues to fortify its position as a frontrunner in the nation’s energy transition. Catering to a quarter of India’s power needs, NTPC boasts an impressive installed capacity exceeding 77 GW, with a further 29.5 GW under development, including 9.6 GW dedicated to renewable energy. 

MoU with MP Government 

NTPC and its subsidiary, NTPC Green Energy Ltd. (NGEL), have inked multiple Memorandums of Understanding (MoUs) with the Government of Madhya Pradesh during the prestigious Global Investors Summit held in Bhopal on February 24-25, 2025. 

These agreements encompass a spectrum of renewable energy projects, including solar, wind, pumped hydro, and other carbon-neutral power solutions within the state.

The first MoU between NGEL and MPPGCL aims to develop over 20 GW of renewable energy projects with an estimated ₹1,20,000 crore investment, leading to the formation of a Joint Venture Company (JVC). This partnership will help Madhya Pradesh meet its Renewable Generation Obligation (RGO) and Renewable Purchase Obligation (RPO), strengthening the state’s clean energy portfolio.

The second MoU between NTPC Ltd. and the Government of Madhya Pradesh aims to develop non-fossil fuel power plants with an investment of ₹80,000 crore, formalised through MPPMCL. Additionally, NTPC has committed ₹4,000 crore for an 800 MW Pumped Hydro Storage Project, reinforcing its focus on energy storage and grid stability.

About Agreement 

The MoUs were signed in the esteemed presence of Dr Mohan Yadav, Hon’ble Chief Minister of Madhya Pradesh, alongside Shri Gurdeep Singh, Chairman and Managing Director of NTPC Ltd., and other senior dignitaries from both NTPC and the state government. These landmark agreements signify a monumental leap towards India’s net-zero aspirations, reinforcing NTPC’s pivotal role in the nation’s sustainable energy transition.

Share Price Performance 

At 09:30 AM on February 25, 2025, NTPC Green Energy shares traded 1% up at ₹320.40 per share on the NSE.

Conclusion:

These strategic MoUs mark a significant milestone in NTPC’s commitment to accelerating India’s clean energy transition. By investing in diverse renewable energy projects, NTPC and NGEL are not only strengthening Madhya Pradesh’s sustainable energy landscape but also contributing to the nation’s net-zero ambitions.

Disclaimer: This blog has been written exclusively for educational purposes. The securities mentioned are only examples and not recommendations. This does not constitute a personal recommendation/investment advice. It does not aim to influence any individual or entity to make investment decisions. Recipients should conduct their own research and assessments to form an independent opinion about investment decisions.

Investments in the securities market are subject to market risks, read all the related documents carefully before investing.

Veranda Learning Solutions Limited (VLS), an education-focused company,  purchased a 40.41% stake in BB Publication Private Ltd, and 65% in Navkar Digital, making it an associate company. 

Purpose of the Acquisition

VLS aims to expand its educational services through both organic growth and acquisitions. BB Publication and Navkar’s expertise aligns with VLS’s focus on training students for competitive exams, making this acquisition a strategic move.

About BB Publication

BB Publication is a private company based in India that provides online coaching and study materials for CA (Chartered Accountant) and CMA (Cost and Management Accountant) courses. In the financial year 2023-24, it had assets worth ₹30.86 crores and a turnover of ₹53.94 crores.

About Navkar Digital

Navkar Digital, founded by Mr Hiteshkumar Shah, is a leading offline education platform in Gujarat for CA, CS, and CMA aspirants, built on his 17 years of teaching excellence. With its acquisition by Veranda, Navkar Digital joins forces with JK Shah Classes and BB Virtuals to enhance commerce education across India. 

Prof. J.K. Shah emphasised that this collaboration creates a strong academic alliance, offering unmatched support to finance students. Mr. Hitesh Shah expressed enthusiasm about integrating technology-driven learning while maintaining the discipline of traditional teaching, ensuring continued success for aspiring professionals.

Financial Considerations and Future Plans

The acquisition cost will be based on BB Publication’s earnings over time, with payments made through cash or share swaps. VLS plans to fully acquire BB Publication by March 2031, integrating it into its education-focused business model.

Share Performance 

As of February 25, 2025, at 10:05 AM, the shares of VLS are trading at ₹234.53 per share, reflecting a surge of 2.41% from the previous day’s closing price. Over the past month, the stock has registered a profit of 8.49%. The stock’s 52-week high stands at ₹360.25 per share, while its 52-week low is ₹135 per share.

Conclusion

Veranda Learning Solutions’ acquisition of a 40.41% stake in BB Publication marks a strategic expansion in the competitive exam training sector. With plans for full ownership by 2031, this move strengthens VLS’s position in the education industry, leveraging BB Publication’s expertise in CA and CMA coaching.

Disclaimer: This blog has been written exclusively for educational purposes. The securities mentioned are only examples and not recommendations. This does not constitute a personal recommendation/investment advice. It does not aim to influence any individual or entity to make investment decisions. Recipients should conduct their own research and assessments to form an independent opinion about investment decisions. 

Investments in the securities market are subject to market risks, read all the related documents carefully before investing.

Delhivery, a leading third-party logistics provider, is revolutionising transportation for high-volume sectors such as automobiles and fast-moving consumer goods (FMCG) by introducing road trains—tractor units towing multiple trailers. This innovation aims to enhance efficiency and reduce costs, positioning the company at the forefront of logistics advancements.

Road Trains: Enhancing Cost Efficiency in Logistics

Delhivery has introduced its first road train in collaboration with Volvo Trucks. The model features a 24-foot containerised intermediate trailer linked to a 44-foot semi-trailer, resulting in a total cargo capacity of 144 cubic metres—50% higher than standard semi-trailers. The company has been piloting road trains along the Mumbai-Nagpur corridor since the road ministry sanctioned their use in 2020. These trials have demonstrated efficiency improvements of at least 10%, a significant advantage in the low-margin logistics industry.

By the end of 2025, Delhivery aims to expand its road train fleet to 10 units and extend operations to additional expressways. The company is working closely with Volvo and government agencies to identify suitable routes, including the NCR-Lucknow corridor via the Yamuna and Agra expressways, the Delhi-Baroda expressway, the Delhi-Dehradun expressway, and the Bangalore-Chennai expressway. Expressways are preferred due to their controlled access, absence of pedestrian crossings, and dedicated lanes, ensuring safer operations for longer vehicles.

Sustainability Drive with LNG Trucks

Alongside road trains, Delhivery is increasing its fleet of liquefied natural gas (LNG)-powered trucks to align with its sustainability objectives. Currently operating 20 LNG trucks, the company plans to add 30 more, bringing the total to 50 within the next three months. These vehicles, procured from Volvo in July last year, provide a cost-effective and environmentally friendly alternative to diesel.

LNG-powered trucks offer greater fuel efficiency and help mitigate diesel price volatility. The shift towards LNG also reflects the growing preference of companies for sustainable logistics solutions when awarding contracts. With this strategic expansion, Delhivery is reinforcing its commitment to innovation and efficiency in the logistics sector.

Delhivery Share Performance

As of February 25, 2025, at 12:40 PM, Shares of Delhivery are trading at ₹266.15 per share, reflecting a decline of 2.47% from the previous day’s closing price.

Conclusion

Delhivery’s investment in road trains and LNG trucks highlights its focus on cost reduction, efficiency enhancement, and logistics sustainability. By leveraging expressway networks and cleaner fuel alternatives, the company is positioning itself as a leader in modern transportation solutions.

Disclaimer: This blog has been written exclusively for educational purposes. The securities mentioned are only examples and not recommendations. This does not constitute a personal recommendation/investment advice. It does not aim to influence any individual or entity to make investment decisions. Recipients should conduct their own research and assessments to form an independent opinion about investment decisions. 

Investments in the securities market are subject to market risks, read all the related documents carefully before investing.

Camlin Fine Sciences Limited (CFS) has signed an agreement to acquire a majority stake in Vinpai S.A., a French company specialising in functional ingredients derived from algae, plants, minerals, and fibers. 

The deal will be carried out through a share swap and a cash offer.

Acquisition Details

CFS will initially acquire 78.68% of Vinpai’s outstanding share capital from its founders and other major shareholders. Instead of paying in cash, CFS will issue new ordinary shares to the sellers, with the price calculated in line with SEBI’s ICDR Regulations, 2018.

Alongside the acquisition, CFS will invest €3.3 million in Vinpai through listed secured convertible bonds. These bonds will be converted into ordinary equity shares after the acquisition, increasing CFS’s stake further.

Mandatory Tender Offer to Public Shareholders

Once the majority acquisition and bond conversion are completed, CFS will initiate a public tender offer to buy the remaining Vinpai shares at €3.60 per share. If this results in CFS owning more than 90%, a squeeze-out process under French law could follow, leading to full ownership.

Regulatory and Approval Requirements

The deal is subject to regulatory and shareholder approvals. The Autorité des marchés financiers (AMF), the French financial regulator, must approve the tender offer. CFS aims to complete the transaction by June 30, 2025.

Considerations

The acquisition expands CFS’s presence in natural ingredients. However, the impact on its valuation and future strategy remains to be seen.

Camlin Fine Sciences Ltd shares were trading at ₹162.00, up ₹0.99 (0.61%) today (as of Feb 25, 10:10 AM), with a 36.29% gain over the past month and a 57.76% rise in the past six months.

Vinpai’s Business

Vinpai was founded in 2011 and focuses on providing natural ingredient alternatives for the food, cosmetics, and nutraceutical industries. It has developed over 3,500 formulations and operates from two locations in France.

Recent financials:

• 2024 Turnover: €9.2 million
• 2023 Turnover: €7.9 million
• 2023 Net Loss: €3.4 million

The company went public on Euronext Growth Paris in July 2023.

Disclaimer: This blog has been written exclusively for educational purposes. The securities mentioned are only examples and not recommendations. This does not constitute a personal recommendation/investment advice. It does not aim to influence any individual or entity to make investment decisions. Recipients should conduct their own research and assessments to form an independent opinion about investment decisions. 

Investments in the securities market are subject to market risks, read all the related documents carefully before investing.

Welspun Specialty Solutions Limited has changed the record date for its upcoming ₹350 crore rights issue from February 27, 2025, to March 1, 2025. The revision has been made in line with SEBI’s Listing Obligations and Disclosure Requirements (LODR) Regulations, 2015 and Issue of Capital and Disclosure Requirements (ICDR) Regulations, 2018.

As of February 25, 10:17 AM, Welspun Specialty Solutions Ltd is trading at ₹40.00, up 0.68% today, but down 9.69% over the past month, while still holding a 7.12% gain over the past year.

Issue Details

The rights issue involves the issuance of 13,25,22,289 equity shares, priced at ₹26.40 per share, which includes a ₹20.40 premium. The rights entitlement ratio is 1 new share for every 4 shares held as of the record date.

Subscription Timeline

The issue will open on March 10, 2025, and close on March 19, 2025. The on-market renunciation window will be available from March 10 to March 13, 2025. For off-market renunciations, shareholders must make sure that rights entitlements are credited to the renouncee’s demat account before the closing date.

Before the rights issue, the company has 53,00,89,156 outstanding shares. If fully subscribed, this will increase to 66,26,11,445 shares.

Eligibility

Only shareholders holding at least 4 shares on the record date will receive rights equity shares. Those with fewer than 4 shares will not get direct entitlement but can still apply for additional shares. 

If such shareholders apply for more shares than their entitlement, they may receive preference in allotment, depending on availability.

Conclusion

The rights issue was originally set to have February 27, 2025, as the record date, but this has now been moved to March 1, 2025. The change ensures regulatory compliance.

Investors should note the updated record date and take necessary action if they wish to participate. The revision does not impact the overall structure of the rights issue but provides a new cutoff for determining eligible shareholders.

Disclaimer: This blog has been written exclusively for educational purposes. The securities mentioned are only examples and not recommendations. This does not constitute a personal recommendation/investment advice. It does not aim to influence any individual or entity to make investment decisions. Recipients should conduct their own research and assessments to form an independent opinion about investment decisions. 

Investments in the securities market are subject to market risks, read all the related documents carefully before investing.