$HCLTECH

**AI, Orders & Capex Updates** ** $HCLTECH :** Announced a **₹14,257 crore** AI data centre investment in Odisha's Sovereign AI Park. **Impact:** **Positive;** strengthens its AI infrastructure and long-term growth strategy. ** $COFORGE :** Secured an AI transformation contract worth over **$230 million** from a European client. **Impact:** **Positive;** boosts order book and revenue visibility. ** $NBCC :** Received new work orders worth **₹108.85 crore**. **Impact:** **Positive;** adds to the company's execution pipeline. ** $WAAREERTL :** Received Letters of Award for **800 MWAC Solar PV EPC contracts** aggregating **1,082 MWP** capacity. **Impact:** **Positive;** significantly strengthens the order book and growth outlook. ** !Sigma Advanced Systems:** Secured an export order worth **USD 104.9 million (≈₹1,013 crore)** for next-generation 155mm artillery shells. **Impact:** **Positive;** a major defence export order enhances revenue visibility and execution prospects. ** !Sarda Metals:** Approved **₹300 crore** capex for a waste heat recovery power plant and mineral wool manufacturing expansion. **Impact:** **Positive;** capacity expansion is expected to improve operational efficiency and support long-term growth.