Key updates on investments, deals & orders that could move these stocks today. Navin Fluorine: • Launched QIP to raise up to ₹750 Cr at ₹4,798.28/share. • Fundraising may support future growth, but short-term stock reaction can be muted due to dilution concerns. Refex Industries: • Won ₹250 Cr ash disposal & maintenance contract from a major GENCO. • Order win boosts revenue visibility for the next 3 years. SPML Infra: • Secured ₹205 Cr enhanced credit line for project execution. • Improved liquidity may accelerate ongoing and future projects. JSW Infrastructure: • Received LoA from Syama Prasad Mookerjee Port for Berth 7 & 8 revamp • Capex: ₹740 Cr, Concession: 30 years. • Long-term revenue boost expected from new port infra. Marathon Nxtgen Realty (Bulk Deals): • Nomura Singapore sold 4.37 lakh shares @ ₹670.11 • Necta Bloom VCC sold 3.6 lakh shares @ ₹674.10 • Large institutional exits may pressure stock in short term, but also improves float. Summary: Today’s trade spotlight is on stocks gaining traction from fresh orders, fundraises, and institutional activity: • Navin Fluorine raises funds via QIP for growth. • Refex and JSW Infra bag large contracts, boosting business visibility. • SPML Infra strengthens execution power with new credit. • Marathon Realty sees major institutional selling, which may pressure the stock short term. Keep an eye — these developments can spark sharp moves!

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