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AMBUJACEM
Stocks to Watch: Order Wins & Penalties
Key Positives
- Ambuja Cements: 2.4 MTPA grinding unit ops start
- CG Power: ₹900 Cr US data centre order
- Engineers India: $350 Mn Dangote Group order
- GR Infra: L1 for ₹488 Cr project
- Bajaj Healthcare: CMD re-appointment
- RVNL: L1 Southeastern Railways
- GE Shipping: Takes VLOC delivery
- Acme Solar: +12 MW capacity commissioned
- SPML Infra: Vijay Kedia entity stake buy
- KRN Heat Exchanger: ICICI Sec BUY, TP ₹820
Negatives
- InterGlobe Aviation (IndiGo): DGCA penalty
- Vedanta: Arm gets ₹1,255 Cr Odisha mining demands
Takeaway:
Infra/order heavyweights (CG Power, Engineers India, RVNL) lead positives – counter DGCA/ mining noise with execution focus.#FundamentalViews
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