RITES Limited announced a revised project cost for constructing facilities at IIM Raipur. The "EPC mode-III" contract for academic, hostel, dining, and auditorium blocks is now estimated at ₹220.65 crore (cost-plus, ex-GST, incl. PMC fee), up from ₹148.25 crore. This domestic infrastructure project has a 23-month execution timeline.

Waaree Energies' US subsidiary, Waaree Solar Americas, secured a 500MW solar module supply order from a major American developer. These modules will be delivered in FY2026-27, bolstering Waaree's global presence. With a market cap of over ₹89,000 crore and a ₹47,000 crore order book, the stock is up 80% from its 52-week low.

Ace investor Mukul Agrawal acquired a 1.28% stake (3 lakh shares) in Tatva Chintan Pharma Chem Limited during Q1FY26. This small-cap specialty chemicals company, with a market cap of over ₹2,300 crore, maintains a healthy 22% dividend payout. The stock has climbed over 60% from its 52-week low of ₹610 per share.

Vishnusurya Projects and Infra Limited secured a ₹103.07 crore turnkey contract from JWIL Infra Limited. This domestic order involves laying and commissioning MS pipelines for Chennai's 400 MLD Desalination Plant, with completion expected within 17 months. Vishnusurya has a market cap of over ₹400 crore and an order book of ₹330 crore (FY25).

Agarwal Toughened Glass India Limited secured a ₹7 crore order from Elite Window Factory, Jaipur, to supply 20,000 square meters of DGU glass. This contract, signed July 17-18, 2025, is due for completion by November 30, 2025. The company's stock has surged 96% from its 52-week low.

AFCOM Holdings launched a new international cargo route to Hanoi, Vietnam, effective July 2, 2025, expanding its Asian presence. They also inked an interline agreement with Viet Jet, connecting India with South Korea, Taiwan, and Hong Kong via Vietnam. This strategic move aims to provide efficient, end-to-end logistics solutions in rapidly growing Asian markets.

Despite broader market declines, Wendt (India) Ltd., a Murugappa Group small-cap, gained 3% Friday. This surge follows FIIs increasing their stake to 9.17% and ace investor Mukul Agrawal acquiring a new 2.50% holding as of June 2025. While the stock has seen significant short-term gains, it has underperformed long-term.

Master Components Limited, a plastic engineering components manufacturer, has ordered a Down Stroke Hydraulic Compression Press from an Indian company for ₹34.50 lakh (excluding tax). The payment terms involve a 25% advance, with the balance paid in stages. The order is set for execution by August 2025 and is not a related-party transaction.

JSW Steel Limited has acquired Saffron Resources Private Limited for an enterprise value of ₹679.34 crore. Saffron Resources owns 887 acres in Odisha, crucial for JSW Steel's future expansion. The all-cash deal, with no governmental approvals needed, is expected to close within 60 days. This acquisition is not a related-party transaction.

ACME Solar Holdings signed agreements with NHPC for two Battery Energy Storage System (BESS) projects totalling 275 MW / 550 MWh. Awarded via e-reverse auction, these projects in Andhra Pradesh will receive government Viability Gap Funding. With land and evacuation infrastructure provided by the customer, commissioning is expected within 18 months.