Infrastructure and tech capex drive sentiment today, with TCS unveiling a massive ₹70,000 crore AI campus in Telangana. Meanwhile, Jayaswal Neco tumbles 9.8% following a regulatory penalty. Here's what's moving.

Brigade Enterprises

• Expansion: Enters Coimbatore with a ₹600 crore residential JDA project spanning 5.4 acres in Saravanampatti. Stock closed at ₹696.10 in the previous session, down 2.27%.
• Corporate Action: Incorporated two wholly owned subsidiaries, Celebrations Property and Tetrarch Estates, each with ₹10 crore authorised capital to ring-fence development projects.
• Retail: Opened a six-screen PVR INOX at Arcadia, Utopia, marking its fourth multiplex in Bengaluru.

Lupin

• Regulatory: Received US FDA approval for Modafinil Tablets, expanding its wakefulness-promoting agent portfolio for narcolepsy treatment. Stock closed at ₹2110.00 in the previous session, down 1.03%.
• Rating: Awarded a Crisil ESG rating of 69 for FY26, placing the firm in the 'Strong' category with a Core ESG rating of 65.

Jayaswal Neco Industries

• Regulatory: Paid a ₹75.59 lakh fine to BSE under protest for a 20-day delay in submitting Q2FY16 shareholding patterns. Stock closed at ₹89.04 in the previous session, down 9.77%.
• Clarification: Clarified that Datasel SRL is neither a subsidiary nor an associate company, stating no financial impact from the entity.

DCX Systems

• Technology: Advances indigenous radar and EW tech through joint ventures with ELTX and NIART Systems to build domestic defence electronics competencies. Stock closed at ₹168.83 in the previous session, down 0.44%.
• Corporate Action: Scheduled 15th AGM for September 28 to adopt FY26 financials and seek reappointment of Gopinath Vedaprakash as director.

Rail Vikas Nigam

• Order Book: Emerged as L1 for a ₹404.88 crore East Coast Railway project involving roadbed construction and electrification over 30 months. Stock closed at ₹212.49 in the previous session, up 1.52%.
• Fund Raise: Secured a ₹903 crore loan from SJVN Thermal for the Buxar Power Project in Bihar.
• Management: Accepted resignation of Ajit Singh as Pr. Executive Director due to superannuation.

Cohance Lifesciences

• Regulatory: Received four observations on FDA Form 483 following an inspection at its formulation plant. Stock closed at ₹456.60 in the previous session, down 0.92%.
• Compliance: Plans to initiate corrective actions and respond timely to the USFDA observations, which do not constitute final regulatory action.

Indoco Remedies

• Regulatory: Goa Plant II received seven USFDA observations (Form 483) following a regulatory inspection of its sterile manufacturing unit. Stock closed at ₹262.51 in the previous session, down 3.69%.
• Promoter Activity: Promoters Aditi M. Panandikar and Madhura Suresh Kare bought 4,000 shares total via open market on September 1.

Tata Consultancy Services

• Capex: Subsidiary HyperVault secures 264 acres in Hyderabad for a 1GW AI data center campus with up to ₹70,000 crore investment. Stock closed at ₹2304.00 in the previous session, down 0.69%.
• Deal: Selected as strategic partner by Metro AG for AI-driven IT transformation to streamline centralised technology applications.