Infrastructure deals and capacity expansions drive market focus today. Power Grid rallies on a ₹3,244 crore per annum HVDC win, while Gravita surges after commissioning its Mundra lithium plant. Here's what's moving.

KSH International

• Regulatory: KSH Distriparks seeks re-classification from Promoter Group to Public category under SEBI Listing Regulations. KDPL certifies no control or board representation over the company. Stock closed at ₹945.70 in the previous session, down 0.77%.
• Operational: Renewed factory license for Unit 3 until December 2030. The unit manufactures round enamelled copper and aluminium winding wires.
• Investor Relations: To host a virtual investor meet on September 4 with Valorem Advisors. Discussion limited to publicly available information.

Gravita India

• Capacity Expansion: Commissions a 6,000 MTPA lithium-ion recycling plant in Mundra with a ₹1,780 crore investment. Company aims to scale total production capacity to 800,000 MTPA. Stock closed at ₹1,749.10 in the previous session, down 1.84%.
• ESG Reporting: Filed FY26 BRSR report showing turnover of ₹3,481.37 crore. Scope 1 GHG emissions rose to 95,722 tonnes CO2 equivalent, while employee LTIFR improved to 2.1.
• Investor Meetings: Held institutional meetings on September 2 and scheduled a one-on-one with CLSA in Jaipur on September 3. No UPSI disclosed.

Repco Home Finance

• Guidance: Targets 20% growth in affordable AUM by deepening its housing segment footprint. Strategy focuses on underserved borrower segments. Stock closed at ₹359.60 in the previous session, down 0.88%.
• Corporate Action: Sets September 22 as record date for FY26 final dividend of ₹3 per share. AGM scheduled for September 29 via video conferencing.
• Sustainability: Submitted FY26 BRSR report with turnover at ₹1,795.79 crore. Permanent employee turnover rose to 21.95%, while spending on well-being grew to 8.27% of revenue.

GOCL Corporation

• M&A: Advances merger scheme with HNPCL, which operates 1,040MW power generation capacity. Company targets an additional 600MW thermal expansion. Stock closed at ₹391.70 in the previous session, up 1.12%.
• ESG Reporting: Filed FY26 BRSR highlighting a turnover split of 50% from real estate and 24% from EMS. Total energy consumption fell sharply to 396,160 Million Joules from FY25 levels.

Page Industries

• Litigation: Received a court notice from Yellow Flower Trading in Dubai over an AED 113.55 crore claim. No further details on the basis of the claim are available. Stock closed at ₹36,200.00 in the previous session, up 1.47%.
• Management: Accepted resignation of Company Secretary Murugesh C effective August 26, 2026. Departure cited professional reasons.

Hatsun Agro Product

• Distribution: Targets expansion to over 4,200 daily outlets as quick commerce segment scales to a ₹160 crore run-rate. Focuses on dual-channel distribution growth. Stock closed at ₹1,193.60 in the previous session, up 1.28%.
• Corporate Action: Fixes book closure for September 24-25 ahead of the 41st AGM on September 25. Shareholders on record as on September 18 are eligible to vote.

NHPC

• Litigation: Secured an arbitral award of ₹392.31 crore and €15.36 lakh in the BGS-SGS-SOMA dispute related to Subansiri Lower Hydroelectric Project. Amount recoverable as project cost through tariffs. Stock closed at ₹75.65 in the previous session, down 0.85%.
• Rating: S&P Global revised ESG score down to 57 from 61 following the Teesta VI incident. Social and Governance scores fell; Environment score remained unchanged.
• Corporate Governance: Shareholders approved increasing borrowing limit to ₹70,000 crore with 99.999% support. Bhupender Gupta appointed Chairman & Managing Director.

Moschip Technologies

• Litigation: Supreme Court directed the company to furnish ₹200 crore in additional security. The directive arises from a dispute related to the VLPL acquisition. Stock closed at ₹215.84 in the previous session, up 0.27%.

HUDCO

• Deal: Co-signed a ₹25,000 crore MOU with the Bihar government for industrial infrastructure development. Highlights HUDCO's role in state-level financing.
• Regulatory: DIPAM approved transfer of shares from Ministry of Rural Development to Ministry of Housing and Urban Affairs. Transfer realigns administrative oversight.

Power Grid Corporation of India

• Order Book: Won a ₹3,244 crore per annum HVDC transmission project bid. Win adds to the central transmission utility order book, enabling efficient long-distance power transfer. Stock closed at ₹266.80 in the previous session, up 0.85%.
• Acquisition: Acquired 100% stake in Fatehgarh II Transmission for ₹19.11 crore. Project involves installing two Synchronous Condensers at Fatehgarh-II PS.
• Regulatory: Fined ₹22.7 lakh by BSE and NSE for board composition lapses regarding independent directors. Company requested a waiver citing government appointment processes.

KRN Heat Exchanger and Refrigeration

• Fund Raise: Plans to raise ₹350 crore through a QIP to fund a 6x capacity expansion at Neemrana. Target output post-expansion is over 6 million units per year. Stock closed at ₹1,534.80 in the previous session, up 0.48%.
• Strategy: Targets data centre, defence, rail, and semiconductor cooling as new growth segments. 9th AGM scheduled for September 25.

Bottom Line

Infrastructure capex remains the primary market driver, with Power Grid and KRN Heat securing significant funding and orders. However, regulatory headwinds persist, seen in NHPC’s ESG downgrade and Moschip’s litigation costs. Traders should watch how these structural plays balance against immediate legal and compliance risks.