$HCLTECH

**Orders, Block Deal & Sector Watch** ** $HCLTECH :** Around 28 lakh shares changed hands in a block deal worth ₹346.16 crore at ₹1,253.95 per share. **Impact:** **Neutral;** block deals generally do not impact fundamentals unless linked to significant ownership changes. ** $LUPIN :** In focus after the US FDA approved Teva's Tolvaptan, a market estimated at $250–300 million by analysts. **Impact:** **Positive;** potential opportunity if Lupin benefits from increased market participation in the segment. **L&T:** Secured international orders worth ₹2,500–₹5,000 crore across Asia, Africa, North America, South America and Europe. **Impact:** **Positive;** strengthens order book and enhances international revenue visibility. **Food Delivery Stocks:** Shares may remain under pressure after Flipkart announced plans to launch its food delivery business in the coming weeks. **Impact:** **Negative for Zomato & Swiggy;** increased competition could intensify pricing pressure and customer acquisition costs.