The note says Interarch secured a ~Rs 61 crore pre-engineered building order for a Gujarat copper refinery, far above its average order size of ~Rs 12 crore, with a 20% advance supporting working capital and 12-month execution providing revenue visibility.
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31 notes from ICICI Direct Research Retail · all time
The note says the Ministry of Defence's Rs 661.5 crore BrahMos fire control systems and launchers contract is positive for the domestic supply chain, with Data Patterns and L&T as key listed beneficiaries.
Read this note →The note says Max Estates reported Q2FY27 presales of ~Rs 2,100 crore (up ~12.5x YoY) and H1FY27 presales of Rs 3,200 crore, describing it as an exceptional sales performance with further launches planned in Q3 and Q4FY27.
Read this note →The note says Mphasis extended its partnership with Social Security Scotland in a deal worth ~GBP 35.4mn (~2.84% of FY26 revenues), which it says provides strong revenue visibility and deepens its UK public-sector presence.
Read this note →The note says L&T Realty plans H2FY27 launches with Rs 25,000 crore development potential across Mumbai, Gurugram and Bengaluru, which it says provides strong medium-term presales and revenue visibility and diversification beyond Mumbai; L&T also appears as an open 'Gladiator' Buy call from 29-May-26 with a target of 4520 and stoploss 3798.
Read this note →The note says Gabriel India and Faurecia Automotive Seating India will form a 50:50 JV for passenger vehicle seats with a ~Rs 50 crore equity commitment from Gabriel, and that this moves Gabriel from a ride-control company towards a broader mobility systems player with larger content-per-vehicle opportunity.
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