Waaree Energies leads the charge with a 2 GW order win and bullish FY27 guidance, while Motilal Oswal rallies 3.5% after a key SEBI regulatory nod. Here are the stocks driving market attention today.

Indo Tech Transformers

• Order Book: Secured a ₹42.88 crore contract from Leap Green Energy for the supply of 400 KV and 230 KV transformers. Stock closed at ₹3286.80 in the previous session, up 0.24%.
• Corporate Action: Shareholders approved all nine AGM resolutions, including a capacity expansion plan from 9,000 MVA to 16,000 MVA, with a long-term target of 50,000 MVA.

GHCL

• Resource Acquisition: Declared the preferred bidder for the Kadaya limestone block in Gujarat, which holds reserves of 5.67 lakh metric tonnes. Stock closed at ₹424.00 in the previous session, up 0.88%.
• Strategic Fit: The limestone block serves as a critical raw material source for GHCL’s soda ash and textile operations, strengthening backward integration.

Aeroflex Neu

• Strategic Pivot: Board approved entry into AI Infrastructure and Precision Industrial Products via greenfield projects and acquisitions. Stock closed at ₹67.20 in the previous session, up 1.73%.
• Shareholder Approval: An Extraordinary General Meeting is scheduled for October 22, 2026, to seek shareholder ratification for this diversification strategy.

Concord Biotech

• Corporate Action: Board approved a 1:1 bonus issue by capitalising share premium, increasing authorised capital to ₹22 crore. Stock closed at ₹1560.30 in the previous session, up 1.82%.
• Investor Relations: Hosting a group analyst meet in Ahmedabad on September 23 as part of the JP Morgan Healthcare Trip to engage with institutional investors.

Pyramid Technoplast

• Regulatory: Received amended GPCB consent to recycle 960 MT of third-party industrial packaging waste annually, valid until November 2030. Stock closed at ₹159.33 in the previous session, up 0.98%.
• Dividend: Declared a final dividend of ₹0.50 per share for FY26 alongside the adoption of audited standalone financial statements.

Motilal Oswal Financial Services

• Regulatory: Subsidiary received SEBI approval to act as a securities custodian, enabling safekeeping and administration services for clients. Stock closed at ₹1042.50 in the previous session, up 3.53%.
• Fund Raise: Allotted ₹79 crore in 5-year secured NCDs at an 8.7% coupon rate, with a first-ranking charge over company receivables.

Max Estates

• Deal: Signed a binding MoU for a joint development project in Ghaziabad targeting a gross development value of ₹2,500-3,000 crore. Stock closed at ₹603.20 in the previous session, up 1.37%.
• Project Scale: The deal covers 9.76 acres of land with a planned super built-up area of 1.5 million sq ft, structured on a capital-light revenue-sharing model.

Waaree Energies

• Guidance: Forecasted FY27 EBITDA of ₹7,000-7,500 crore, maintaining a 15-20% operating margin projection. Stock closed at ₹2512.00 in the previous session, up 0.69%.
• Order Book: Won a contract to supply 2 GW of solar modules to a leading Indian developer, significantly bolstering the existing order book.
• M&A: Board approved the amalgamation of subsidiary Indosolar at a 1:11 swap ratio to integrate manufacturing and eliminate related party transactions.

Bottom Line

Capital goods and financials are buzzing with activity, driven by strong order wins and regulatory clearances that enhance long-term visibility. The market sentiment remains positive as companies leverage strategic acquisitions and capacity expansions to capture growth in solar, infrastructure, and wealth management sectors.