BrightStake

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🚨 SPORTKING INDIA (FY26 RESULTS) 🚨 • Revenue: ₹2,496 Cr • EBITDA: ₹286 Cr (+7.2% YoY) • EBITDA Margin: 11.5% (+89 bps) • PAT: ₹119.7 Cr (+5.8% YoY) • Dividend: ₹1/share Margin expansion + capacity scale-up = operational strength. Exports at 48.7% of Q4 revenue.

🚨 PACE DIGITEK LANDS ₹7,099M BESS ORDER 250 MW / 500 MWh project from NLC India Renewables (Tamil Nadu) ➡️ EPC + 12‑year O&M (excl. power transformers) FY2027 YTD Energy orders: ₹14,119M Cumulative Energy orders: ₹97,869M Second BESS win this fiscal. Utility‑scale momentum.

🚨 ₹469.52 CRORE ORDER INFLOW 🚨 Bondada Engineering wins 250 MW BOS package from Adani Group at Khavda (India’s largest RE hub). ✅ Cumulative capacity for Adani: 975 MW Renewable energy EPC play getting massive scale. Order book swelling. 🧵 Watch this space. #StockMarket

🚨 $IMAGICAA invests ₹100 CRORE in Gujarat’s LARGEST water park – Shanku’s Water Park. 📍25+ acres | 25+ rides | 1-hr from Ahmedabad & GIFT City 📈 O&M fees: 6-10% 🎢 Expansion + new attractions incoming. Big bet on India’s leisure boom.

🚨 DMCC Speciality Chemicals Q4FY26 Results 🚨 📍 Revenue from operations: ₹177.6 Cr ▲ 41.9% YoY 📍 PAT: ₹7.7 Cr ▲ 18.3% YoY 📍 EBITDA: ₹17.9 Cr ▲ 14.7% YoY Sulphur price surge + supply disruption = higher realisations, but working capital stretched.

📈 Upside: Long-term annuity from O&M + future PPAs. Bullish on structured partnerships in emerging clean energy markets. #TataPower #CleanEnergy #Bhutan #RenewableEnergy #StockMarketIndia

🎯 Why it matters: First-mover in cross-border clean energy skilling → direct pipeline for O&M talent → lowers project risk & lifecycle cost. 🇧🇹 Bhutan’s DGPC targets 15 GW hydro + 5 GW solar in 10 yrs. Tata Power locks in strategic foothold.

🇮🇳🤝🇧🇹 Tata Power + Druk Green sign MoU to build skill ecosystem for 5,000 MW clean energy capacity in Bhutan. 🔹 Tata Power’s total capacity → >26 GW 🔹 Clean/green capacity → ~17.5 GW 🔹 Solar cell/mod mfg → 4.9 GW 🔹 EV charging points → 7,000+ 🔹 Net Zero target → 2045

🚨 $KELLTONTEC just dropped Phoenix.AI — modernizing legacy enterprise code 80% faster at half the cost. 📊 4M+ lines of code → cloud-native microservices ⏱️ Multi-year programs → weeks 💰 Cost reduction: up to 50% ✅ Already live with a US global enterprise

Biggest fintech wedge into Gen Z yet.

🚨 $PAYTM launches “Pocket Money” — targeting 500M+ Indian teenagers without bank accounts. Key specs: 🔹 ₹5,000 per transaction cap 🔹 ₹15,000 monthly limit 🔹 Real-time parent controls + UPI Circle integration Teenagers now use UPI without a bank account.

🚨 Glenmark launches Vancomycin HCl Injection in the U.S. 📦 500 mg/vial & 1 g/vial | Bioequivalent to Fresenius Kabi’s RLD 💊 Market size (IQVIA, MAT Mar’26): ~$37.9M 📈 Glenmark enters a $38M injectable antibiotics market, expanding its U.S. hospital portfolio.

📈 H2 EBITDA margin held at 12.16% 🧵 New launches: Thanga Kovi + yellow gold line 🏭 FY27 roadmap: bangle unit, chains line, old-gold exchange $MJL #SmallCapGems #BSE #JewelleryStocks

🚀 MANOJ JEWELLERS (544400) – FY26 Blockbuster 📍 Revenue: ₹11,420 lakhs ▲91.5% YoY 📍 PAT: ₹902 lakhs ▲89.4% YoY 📍 EBITDA: ₹1,365 lakhs ▲63.3% YoY 📍 EPS: ₹10.4 ▲30.7% First full year as a listed co. B2B wholesale scaling fast, margins steady despite gold price surge.

🚨 Order inflow alert 🚨 Jaykay Enterprises Ltd. secures a ₹4.46 Cr order from BrahMos Aerospace Pvt Ltd — a key defence PSU joint venture. 📦 Scope: Manufacture of PCB Warhead Casing Assembly Defence supply chain tailwinds continue. #DefenceStocks #BrahMos #OrderWin

🚨 ₹156.7 Cr order alert! 🚨 RailTel Corp secures a ₹15.67 Cr LoA for double distant signalling on NW Railway’s Jajiwal–Nawa City section. 📅 Execution by: 13-May-2027 🏢 Awarded by: Sr. DSTE, Jodhpur (Domestic) #RailTel #RailwayInfra #OrderWin #PSUStocks #SignallingContract

🚨 Order Inflow Alert 🚨 HFCL secures a ~$11.07M (~₹106 Cr) export order for Optical Fiber Cables from an international customer, via its wholly owned overseas sub. ✅ Supply by Aug 2026 Strong validation of global manufacturing & quality trust. 🌍📡 $HFCL #StockMarket

India’s Clean Energy Push Gains Mega Momentum! 🚨 Pace Digitek Limited secures a ₹7,099 CRORE (₹7.1B) order from NLC India Renewables for a 250MW / 500MWh Battery Energy Storage System (BESS) in Tamil Nadu. ✅ Scope: End-to-end turnkey + 12 years O&M ✅ Execution: 12 months

🚨 $ABD DELIVERS RECORD FY26 🚨 📊 FY26 HIGHLIGHTS: • EBITDA: ₹568 Cr ↑25.8% • PAT: ₹220 Cr ↑13.0% • Dividend: 270% (₹5.4/share) 🥃 ICONiQ White → 10.7M cases (+87.8%) 7th straight profitable quarter post-listing. 📈 P&A portfolio share 47% (+460 bps)

🚨 $WELCORP just dropped a massive order update ✅ ₹700 Cr new LSAW pipe order from US facility ✅ Global order book now ₹25,350 Cr (~$2.6B) ✅ Execution visibility across FY27–FY28 That’s 2.6 billion reasons to watch this space.