Sterlite Technologies commands focus with a ₹3,000 crore capex approval for fiber expansion. Milky Mist Dairy surges 5% after commissioning a ₹40 crore yogurt plant in Tamil Nadu. Premier Energies also gains traction with a major battery storage JV. Here's what's moving.

Godrej Properties

• Regulatory: Resolved disputes related to the Godrej Air project in Gurugram, with an estimated financial impact of ₹700 million. Stock closed at ₹1,872.00 in the previous session, up 0.80%.

Orient Technologies

• Deal: Signed a three-year pact with Securonix valued at $3.15 million (approx ₹30 crore).

Sterlite Technologies

• Capex: Board approved ₹3,000 crore capital expenditure to increase optical fiber cable capacity by 50% by FY29. Stock closed at ₹854.75 in the previous session, down 1.29%.
• Product Launch: Secured OFNP US certification for fiber trunk assemblies targeting AI data center infrastructure and hyperscale deployments.

Responsive Industries

• Corporate action: Scheduled board meeting for September 17 to review share buy-back proposal. Stock closed at ₹169.54 in the previous session, flat at -0.03%.

Shree Pushkar Chemicals

• Order Book: Commenced commercial production at Maharashtra unit, raising total dyes capacity to 6,000 MTPA. Stock closed at ₹491.60 in the previous session, down 1.92%.
• Sustainability: Filed FY26 report showing green capex rose to 30.98%, with solar power meeting 65-70% of electrical demand.

Milky Mist Dairy Food

• Product launch: Commissioned a ₹40 crore Skyr and Greek Yogurt plant in Tamil Nadu, adding 150 tonnes per day of processing capacity. Stock closed at ₹278.83 in the previous session, up 5.00%.
• Management: Revised analyst meeting schedule to September 10-11 for senior management sessions in Mumbai.

Sterling & Wilson Renewable Energy

• Litigation: Subsidiary SWSS initiated new arbitration against OEG Inc over undetermined counterclaims from a March 2025 order. Stock closed at ₹182.65 in the previous session, up 0.34%.

Premier Energies

• Deal: Signed binding term sheet with RCT Energy India for a 12 GWh BESS plant JV, with Phase 1 operations expected in FY27-28. Stock closed at ₹967.90 in the previous session, down 0.82%.
• Corporate action: Approved Singapore subsidiary incorporation and intra-group restructuring for battery business holdings.

Bottom Line

Capital expenditure and capacity expansion are the dominant themes today, with Sterlite Technologies and Milky Mist Dairy leading the charge. The focus remains on companies executing tangible growth plans rather than just reporting numbers, signaling investor appetite for structural scaling in infrastructure and consumer sectors.