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February 01, 2024

• The "energy and ancillaries" category is quite broad, and the specific companies relevant to the Rs 2.4 lakh crore transmission plan may vary depending on their involvement in different stages of the project. However, here's a breakdown of some key areas and potential companies associated with them :-
• *Transmission Line Construction:*
• *Public Sector Companies (PSUs):* Power Grid Corporation of India (PGCIL), Powerlinks Transmission Ltd, Power System Operation Corporation Ltd.(POSOCO)
• *Private Companies:* KEC International Ltd, Sterling & Wilson, Patel Engineering Ltd, L&T Construction, ABB Power Grids India Ltd.
• *Equipment Suppliers:*
• *Transformers:* Crompton Greaves (CGL), Transformers & Rectifiers India (T&R), BHEL, Siemens Ltd.
• *Insulators:* Avanti Power & Infra Ltd, Diamond Power Infrastructure Ltd, Ceraflame Industries Ltd, Transmax India Ltd.
• *Cables & Conductors:* Sterlite Technologies Ltd, KEW India Ltd, Polycab Wires Pvt. Ltd, Finolex Cables Ltd.
• *Towers & Foundations:* KEC International Ltd, Simplex Infrastructures Ltd, L&T Construction, Jindal Steel & Power Ltd.
• *Substation Automation & Control Systems:* ABB Power Grids India Ltd, Siemens Ltd, Schneider Electric India Pvt. Ltd, GE Power International LLC.
• *Consulting and Engineering Services:* Mott MacDonald India Pvt. Ltd, CES (India) Ltd, Powertech Consultancy Services Ltd, WAPCOS Ltd.
• *Renewable Energy Developers:* Adani Green Energy Ltd, ReNew Power Ventures Ltd, Tata Power Renewable Energy Ltd, Greenko Energies Ltd, SJVN Ltd.
• *Ancillary Services:*
• *Logistics & Transportation:* Container Corporation of India (CONCOR), Mahindra Logistics Ltd., TCI Ltd.
• *Environmental Impact Assessment:* Ramboll India Pvt. Ltd, Jacobs India Ltd, WSP Global Inc.
• *Land Acquisition & Resettlement:* CBRE India, Knight Frank India, Cushman & Wakefield India.
• This is not an exhaustive list, and many other companies could be involved in various aspects of the transmission plan. I recommend further research based on your specific interests within the energy and ancillaries category.
• I hope this information helps!
• *India Daybook – Stocks in News*
• *Thomas Cook:* Net Profit at Rs 82.4 cr vs Rs 18.5 cr, Revenue at Rs 1893 cr vs Rs 1536 cr (YoY) (Positive)
• *Ratnaveer:* Net Profit at Rs 9.3 cr vs Rs 3.5 cr, Revenue at Rs 190 cr vs Rs 107 cr (YoY) (Positive)
• *Udaipur Cement:* Net Profit at Rs 25.3 cr vs Rs 3.2 cr, Revenue at Rs 299 cr vs Rs 238 cr (QoQ) (Positive)
• *JSPL:* Net profit at ₹1,928 cr vs poll of ₹945 cr, Revenue at Rs 11701 cr vs Rs 12178 cr (YoY) (Positive)
• *Godrej CP:* Net profit at ₹581.0 cr vs poll of ₹565 cr, Revenue at Rs 3660 cr vs Rs 3599 cr (YoY) (Positive)
• *Shree Cem:* Net Profit at Rs 734.0 cr vs Rs 277.0 cr, Revenue at Rs 4900.0 cr vs Rs 4069.0 cr (YoY) (Positive)
• *IRB Infra:* Net Profit at Rs 187 cr vs Rs 141 cr, Revenue at Rs 1968 cr vs Rs 1514 cr (YoY) (Positive)
• *Swan Energy:* Net Profit at Rs 220 cr vs Rs 165 cr, Revenue at Rs 1591 cr vs Rs 1222 cr (QoQ) (Positive)
• *Uttam Sugar:* Net Profit at Rs 47.5 cr vs Rs 26.1 cr, Revenue at Rs 517 cr vs Rs 472 cr (YoY) (Positive)
• *Ajanta Pharma:* Net Profit at Rs 210 cr vs Rs 135 cr, Revenue at Rs 1105 cr vs Rs 972 cr (YoY) (Positive)
• *Relaxo:* Net Profit at Rs 38.6 cr vs Rs 30.1 cr, Revenue at Rs 713 cr vs Rs 681 cr (YoY) (Positive)
• *Heldelberg:* Net Profit at Rs 31.4 cr vs Rs 5.6 cr, Revenue at Rs 607 cr vs Rs 540 cr (YoY) (Positive)
• *Data Patterns:* Net Profit at Rs 51 cr vs Rs 33 cr, Revenue at Rs 139 cr vs Rs 111 cr (YoY) (Positive)
• *Mankind Pharma:* Net Profit at Rs 607 cr vs Rs 437.0 cr, Revenue at Rs 2607 cr vs Rs 2091 cr (YoY) (Positive)
• *Paras Defence:* Company gets optical periscopes contract from Defence Ministry; to complete delivery by FY25 (Positive)
• *Kaynes tech:* Nanotech company DigiLens announces partnership with company for scaling waveguide manufacturing. (Positive)
• *Cochin Shipyard:* Company has secured an international order worth of Rs 500 crore for a hybrid Service Operation Vessel (SOV) from a European client. (Positive)
• *Havells India:* Company introduced the first made in India energy-efficient Heat Pump Water Heater, providing up to 75% energy savings. (Positive)
• *Ambuja Cem:* Company is aiming to double its capacity and achieve an EBITDA per ton of Rs. 1450+. (Positive)
• *Infosys:* Company partneed with Musgrave, Ireland's top food retail company, to lead cognitive first IT transformation. (Positive)
• *Vikas Lifecare:* Company expands with the incorporation of Vikas Lifecare LLC in Dubai, UAE. (Positive)
• *Borosil:* Company has commissioned a new borosilicate glass furnace in Jaipur, Rajasthan, with a production capacity of 25 tonnes per day. (Positive)
• *Olectra Greentech:* Company has a Net order book of electric buses stands at 8,088 striving to meet the target of delivering 650 electric buses for the year. (Positive)
• *Gujarat Gas:* Company signs MoU with HPCL for liquid fuels & CNG facilities (Positive)
• *Aviation Companies:* Jet Fuel (ATF) price cut to ₹1.00 lk/kL from ₹1.01 lk/kL in Delhi (Positive)
• *Glenmark Pharmaceuticals:* Company and Pfizer join forces to introduce Abrocitinib in India (Positive)
• *Deepak Nitrite:* Company has signed a Memorandum of Understanding with the Government of Gujarat to invest around 9,000 Crores in establishing projects at Dahej, Gujarat (Positive)
• *DCAL:* Company has been awarded the "Attestation of Inspection" by the European Directorate for the Quality of Medicines & HealthCare (Positive)
• *Balaji Amines:* Net Profit at Rs 55.6 cr vs Rs 83.7 cr, Revenue at Rs 383 cr vs Rs 586 cr (YoY). (Neutral)
• *Kamat Hotels:* Net Profit at Rs 43 cr vs Rs 35 cr, Revenue at Rs 86 cr vs Rs 84 cr (YoY). (Neutral)
• *DCM Shriram:* Net Profit at Rs 240.0 cr vs Rs 342.0 cr, Revenue at Rs 3125 cr vs Rs 3354 cr (YoY). (Neutral)
• *Amara Raja:* Net Profit at Rs 255 cr vs Rs 222 cr, Revenue at Rs 3044 cr vs Rs 2638 cr (YoY) (Neutral)
• *Nilkamal:* Net Profit at Rs 29.4 cr vs Rs 33.2 cr, Revenue at Rs 803 cr vs Rs 754 cr (YoY) (Neutral)
• *Lux Ind:* Net Profit at Rs 20.2 cr vs Rs 18.1 cr, Revenue at Rs 447 cr vs Rs 459 cr (YoY) (Neutral)
• *GMR Airports:* Net loss at Rs 317 cr vs profit of Rs 191 cr, Revenue at Rs 2227 cr vs Rs 1761 cr (YoY) (Neutral)
• *Nestle:* Varun Sethuraman to succeed Gopichandar Jagatheesa as BEO of Cereals Business (Neutral)
• *PCBL:* Company has acquired 212,172 shares of M/s. Aquapharm Chemicals Private Limited, making ACPL a subsidiary of PCBL (Neutral)
• *Federal-Mogul Goetze:* Company appoints T Kannan as MD for 3 years effective February 1 (Neutral)
• *United Spirits:* Company has announced the closure of its factory operations at the Udaipur, Rajasthan manufacturing unit. (Neutral)
• *Triveni:* Company has announced the acquisition of up to 26% of Sir Shadi Lal Enterprises Ltd.'s voting share capital at a price of INR 262.15 per share. (Neutral)
• *Ultratech:* Moody's affirms UltraTech Cement's Baa3 ratings; outlook stable. (Neutral)
• *Indus Towers:* KKR, CPP Likely to Sell Shares in Indus Towers via Block Deal, sources to CNBC. (Neutral)
• *Bajaj Finance:* Rakesh Bhatt resigns as executive director of the company w.e.f. January 31, 2024 (Neutral)
• *PayTM:* Payments Bank barred from accepting deposits post-Feb 29 due to non-compliances. (Negative)
• *Westlife:* Net Profit at Rs 17.2 cr versus profit Rs 36.4 crore; revenue declines 2% to Rs 600.0 crore (Negative)
• STOCKS IN ACTION 1 February
• One 97 Communications: The Reserve Bank of India introduced further restrictions against Paytm Payments Bank. No further deposits or credit transactions are allowed in any customer account after Feb. 29. No other banking services, apart from withdrawal or utilisation of balances, are to be allowed after Feb. 29.
• Infosys: The IT major signed a seven-year strategic collaboration with Musgrave to automate
• Musgrave's IT operations by leveraging its industry-leading Al and cloud offerings.
• UltraTech Cement: Moody's Investors Service Inc. affirmed the company's 'Baa3' issuer rating as well as its 'Baa3' senior unsecured rating, citing a solid balance sheet and substantially strong credit metrics.
• Paras Defence and Space Technologies: The company received an optical periscope contract from the Ministry of Defense.
• Deepak Nitrite: The company's unit, Deepak Chem Tech, signed a Memorandum of Understanding worth Rs 9,000 crore with the Gujarat government.
• Kaynes Technologies: Nanotech company Digi Lens announced a partnership with the company for scaling waveguide manufacturing.
• Havells India: The company launched for the first time a 'Made in India' heat pump water heater to meet the demands of residential applications.
• Federal-Mogul Goetze: The company appointed T. Kannan as managing director for three years, effective Feb. 1.
• HG Infra Engineering: The company was declared an L-1 bidder for the Rs 440 crore South
• Central Railway project.
• Gujarat Gas: The company signed a Memorandum of Understanding with HPCL for liquid fuels and CNG facilities.
• Lux Industries: The company has completed its project of setting up a manufacturing and warehousing facility and commenced commercial operation at Jagadishpur, West Bengal, Kolkata.
• Prestige Estates: The company completed the Rs 1,000 crore Hyderabad Residential Project.
• Balaji Amines: The company's unit received mega project status from the Industries, Energy and Labour Department, Government of Maharashtra, with a proposed investment of Rs 750 crore.
• Triveni Engineering: The company will buy a 26% stake in Sir Shadi Lal Enterprises via an open offer for Rs 262.1 per share.
• Bajaj Finance: Rakesh Bhatt resigns as executive director of the company w.e.f. January 31, 2024
• *All hold on for profit booking by few entities before budget and announcements of loksabha election date. The tentative date of code of conduct is March 16th and 1st voting is April 11th. Act and invest and book profit accordingly. I hope all of you enjoyed wonderful taji and booked profit,still holding, partially booked etc... you all enjoy the same the you want accordingly your short time requirements/long term/ intaraday etc..... hang on boys...do it something to get 1000% in few months.... All the best for the best of the best budget,....*