HDFC Bank anchors today’s action as the RBI approves LIC’s stake increase, while Juniper Green Energy rallies 3.3% on strong Q1 results. Tata Power commissions a major solar project, and Nitco signs a ₹4,500 crore JV. Here’s what’s moving.

HDFC Bank

• Regulatory: RBI approved LIC to acquire up to 9.99% stake in HDFC Bank, rising from its current 4.11% holding, subject to compliance with banking regulations. Stock closed at ₹727.20 in the previous session, down 0.04%.
• Fund Raise: The bank completed a US$ 1,750 million senior unsecured bond issuance via GIFT City, with three-year and five-year tranches carrying coupons of 5.159% and 5.401% respectively.
• Management: Chairman Rajiv Kumar informed RBI Governor Sanjay Malhotra of the new MD and CEO appointment, marking a standard regulatory step for executive transitions.

Bharat Electronics

• Management: The Ministry of Defence approved the appointment of Partha Pratim Pathak as an independent director for a three-year term starting August 18, 2026. Stock closed at ₹406.90 in the previous session, down 1.54%.
• Corporate Action: The board ratified proposals for Ambrish Tripathi and Anoop Kumar Rai as directors ahead of the 72nd AGM, with e-voting open from August 24 to August 27.

Nitco

• Deal: Nitco signed a joint venture with HoABL for a ₹4,500 crore Alibaug project involving development rights in Thal and Lonare villages, with a ₹9 crore security deposit received. Stock closed at ₹96.67 in the previous session, up 0.93%.
• Earnings: Standalone net profit turned positive at ₹34.22 crore in FY26 versus a loss of ₹736.21 crore in FY25, while consolidated revenue rose to ₹542.00 crore.
• Legal: The company plans to file a Special Leave Petition in the Supreme Court after the Delhi High Court dismissed its writ petition regarding a ₹15.17 crore interest demand.

Tata Power

• Project Update: Tata Power Renewable Energy commissioned a 190.5 MW FDRE project with 115 MWhr battery storage in Bikaner, Rajasthan, bringing total renewable utility capacity to 12.4 GW. Stock closed at ₹364.00 in the previous session, down 1.78%.
• Legal: The Singapore International Commercial Court dismissed Tata Power’s challenge to Kleros arbitral awards, prompting an appeal to the Singapore Court of Appeal within 28 days.

GR Infraprojects

• Regulatory: The company received a ₹321.60 crore GST show cause notice from the Madhya Pradesh tax department covering April 2020 to March 2021, denying material financial impact. Stock closed at ₹905.20 in the previous session, up 0.35%.
• Legal: The Rajasthan High Court dismissed a subsidiary’s challenge to GST on annuity payments, creating a potential liability of ₹69.79 crore as the firm evaluates legal remedies.

Man Infraconstruction

• Guidance: Management targets 25% PAT growth for FY27 and aims for ₹5,000 crore in presales over the next two years, with a Gross Development Value target of ₹35,000 crore by 2031. Stock closed at ₹114.51 in the previous session, up 0.57%.
• Corporate Action: The board will meet on September 1 to consider an equity share buyback proposal, alongside postal ballot notices for new director appointments.

KSB

• Earnings: H1FY27 revenue rose 2.4% to ₹12,920 million, but EBITDA fell 20.4% to ₹1,279 million amid margin pressures. Stock closed at ₹796.45 in the previous session, down 0.80%.
• Guidance: CMD projects 10-15% volume growth and 15-17% value growth near term, highlighting a debt-free balance sheet and strong order book of ₹27,445 million.

Mufin Green Finance

• Earnings: Cost of borrowing dropped 263 bps to 11.17% in Q1FY27, while gross NPA improved to 1.91%. Stock closed at ₹136.75 in the previous session, down 0.92%.
• Balance Sheet: Total borrowings surged 101% YoY to ₹1,551 crore, though the debt-to-equity ratio improved to 2.43 times as of March 2026.

Lemon Tree Hotels

• Expansion: The group opened its 12th operational hotel in Gujarat in Bharuch and a 94-room Premier brand property in Vadodara, expanding its national footprint to over 130 hotels. Stock closed at ₹108.75 in the previous session, down 0.42%.
• ESG: The FY26 BRSR report disclosed 100% certified green buildings but missed targets for energy reduction and GHG cuts, with employee turnover rising to 41.77%.

Juniper Green Energy

• Earnings: Consolidated net profit surged 54% YoY to ₹335 million in Q1FY27, driven by an 81% revenue jump to ₹2,900 million and EBITDA margin expansion to 89.82%. Stock closed at ₹267.44 in the previous session, up 3.27%.
• Capacity: The company commissioned 601 MWp renewable capacity and 400 MWh BESS in the quarter, supporting strong top-line growth.

Titagarh Rail Systems

• Order Book: Titagarh won a ₹445.0 crore vessel construction order from GRSE and secured Indian Railways vendor status for traction motors, boosting long-term visibility. Stock closed at ₹825.40 in the previous session, down 0.82%.
• Deal: Signed a non-binding MoU with Siemens to explore global metro rolling stock projects, aiming to expand its international footprint.

Krishna Institute of Medical Sciences

• Deal: KIMS signed an O&M agreement to manage a 250-bed Arete Hospital in Hyderabad, expanding its network presence. Stock closed at ₹756.10 in the previous session, down 2.12%.
• Fund Raise: Promoters received 77 lakh warrants at ₹779 each, raising approximately ₹1,500 crore upfront against a total issue value of ₹6,000 crore.

Bottom Line

Renewable energy stocks are showing strength with Juniper Green Energy leading gains on robust earnings, while infrastructure players like Titagarh and Nitco secure significant orders. Regulatory approvals for HDFC Bank’s LIC stake add weight to the financial sector, suggesting a mixed but active trading day focused on deal flows and capacity expansion.