Infrastructure and IT sectors lead the morning buzz as GPT Infraprojects secures a massive ₹483 crore bridge contract. Wipro unveils new AI platforms for shutdown management and cybersecurity. Here's what's moving.

Wipro

• Product launch: Wipro, Aramco, and SAP launch STO360 for shutdown management in oil, gas, and mining sectors. Stock closed at ₹166.40 in the previous session, down 0.29%.
• Cybersecurity: Launched CISO Command Center with CrowdStrike, integrating AI for risk-led security models and modern SOC operations.

Captain Polyplast

• Order Book: Secured a ₹47 crore order from MSEDCL for 2,000 off-grid solar water pumping systems under PM Kusum B scheme. Stock closed at ₹65.39 in the previous session, up 5.03%.
• Backlog: The win adds to an existing backlog of ₹82.40 crore, representing 43.5% of average quarterly revenue.

Responsive Industries

• Corporate action: Board decided not to proceed with proposed share buyback citing global economic uncertainties and export impact. Stock closed at ₹163.40 in the previous session, up 1.13%.
• Trading Window: The decision was taken on September 17, reopening the trading window for designated persons.

Bharat Electronics

• Dividend: Set September 9 payout date for final dividend of ₹0.55 per share, declared at the 72nd AGM. Stock closed at ₹395.45 in the previous session, up 2.51%.
• Audit: Appointed M/s Rao & Emmar as statutory auditors for FY27 by the Comptroller and Auditor General of India.

GPT Infraprojects

• Deal: Won a ₹483.72 crore order from RVNL to construct a bridge over the Mahanadi River in Odisha. Stock closed at ₹113.56 in the previous session, up 2.31%.
• Regulatory: NCLT Kolkata approved amalgamation of Alcon Builders and Jogbani Highway into the parent company.
• Order Book: Secured an additional undisclosed ₹115 crore order, further strengthening its infrastructure segment backlog.

Time Technoplast

• Capex: Commissioned Bhilad packaging plant with 6,000-tonne annual capacity, investing ₹24 crore. Stock closed at ₹174.54 in the previous session, up 0.58%.
• Investor Relations: Management to host analyst meet at Anand Rathi conference in Mumbai for one-on-one discussions.

Kothari Industrial

• Product launch: Launched CHUSIP Coco Twist, a natural tender coconut water beverage priced at ₹50, targeting Gen Z consumers. Stock closed at ₹135.69 in the previous session, up 1.56%.
• Expansion: Aims to build a ₹2,500 crore beverage business by 2035, starting with distribution across South India.

Bottom Line

Infrastructure stocks are finding strong footing with large-ticket order wins, signaling sustained capex momentum. Meanwhile, IT majors are pivoting towards AI-integrated solutions to capture new revenue streams, keeping sectoral interest high despite mixed macro signals.