Green energy deals drive market sentiment today, with GK Energy surging 5.7% on a 150 MW project win. Waaree Energies adds to its order book with a 2 GW supply contract, while GRSE approves massive capex for expansion. Here's what's moving.

GK Energy

• Order Book: Secured a 150 MW/300 MWh Battery Energy Storage System project from Maharashtra State Electricity Distribution Company. The 15-year contract promises annual income of ₹42.84 crore, with completion targeted within 18 months. Stock closed at ₹126.59 in the previous session, up 5.69%.

Garden Reach Shipbuilders

• Capex: Board approved ₹2,896 crore capital expenditure for a greenfield shipyard at Raichak to expand Naval and Commercial segment capacity. This follows earlier disclosures on three new facilities. Stock closed at ₹2,372.20 in the previous session, down 1.64%.
• Corporate action: Set September 18 as the record date for FY26 final dividend, subject to AGM approval. Payout will occur within 30 days of declaration.

Waaree Energies

• Order Book: Won a contract to supply 2 GW of solar modules to a leading Indian solar developer. The deal significantly boosts the existing order book, reflecting strong utility-scale demand. Stock closed at ₹2,499.00 in the previous session, down 2.41%.
• Management: To host investor meetings at the Anand Rathi Annual Flagship Conference G-200 Summit in Mumbai on September 21.

Symbiotec Pharmalab

• Earnings: Consolidated net profit fell 53% year-on-year to ₹140.6 million in Q1FY27, despite revenue rising 7% to ₹2,181.5 million. EBITDA margin contracted to 28.05% from 30.50%. Stock closed at ₹1,156.05 in the previous session, up 5.57%.

Lumino Industries

• Earnings: Standalone net profit rose 33% YoY to ₹403 lakh in Q1FY27, with EBITDA growing 34.5% to ₹709 million. Order book stood at ₹3,059 crore as of June 30, 2026. Stock closed at ₹113.36 in the previous session, up 1.65%.
• Expansion: Plans to commission the first 10,000 MT of its Ranihati expansion in H2FY27, increasing total capacity from 40,000 MT to 75,000 MT by Q1FY29.

Jammu & Kashmir Bank

• Deal: Signed an escrow agreement to sell its 0.5% stake in PNB Metlife India Insurance for ₹120.10 crore at ₹117.20 per share. MetLife International Holdings is the purchaser. Stock closed at ₹145.95 in the previous session, down 0.43%.
• Management: MD and CEO to address investors at the Emerging India CEO Conference on September 28. Four new statutory central auditors appointed for FY27.

Arrow Greentech

• Rating: Secured a Singapore patent for security laminate technology, covering invention and manufacturing methods for securing documents. Stock closed at ₹876.05 in the previous session, down 1.48%.
• Corporate action: Passed all eight resolutions at its 34th AGM, including auditor appointments and remuneration revisions for top management.

Uflex

• Product launch: Granted a 20-year patent for a high-speed twin aseptic packaging machine featuring continuous vertical form-fill-seal configuration. Stock closed at ₹656.15 in the previous session, down 0.50%.

Pace Digitek

• Corporate action: All 10 resolutions at the 19th AGM were approved with a 73.68% voting turnout. Promoter group voted unanimously in favour of all items. Stock closed at ₹154.86 in the previous session, down 0.84%.
• Management: To host an analyst meet in Mumbai on September 22 as part of the Anand Rathi Conference.

Bottom Line

Renewable energy and infrastructure stocks are capturing investor attention with significant order wins and capex approvals. While GK Energy and Waaree Energies signal robust demand in power sectors, defensive plays like J&K Bank see steady corporate actions. Traders should watch for volume spikes in these names ahead of broader market cues.