KEC International, Vedanta, NTPC Green Energy, Yes Bank, REC and BEL shares will be in focus today. Indian markets are expected to open slightly positive today but we can expect markets to see positive momentum for the session. The overall sentiment is positive but investors are concerned about US tariffs and geopolitical risks. From multi-crore project wins to equity realignments and renewable energy scaling, firms such as KEC International, NTPC Green Energy, Yes Bank, REC, BEL, and Vedanta are leveraging sector-specific tailwinds to strengthen their growth narratives. The developments not only point to domestic demand resilience but also underscore India’s ambition to lead in sustainable infrastructure and financial dynamism.

KEC International Secures Orders Worth Rs. 2,211 Crore

Major wins across diverse verticals
KEC International Ltd has bolstered its order book with fresh wins valued at Rs. 2,211 crore across several key segments. The orders span the transmission and distribution (T&D), oil and gas pipeline, and cables businesses, according to a regulatory filing made on Wednesday.

Transmission and pipeline sectors see traction
The T&D segment continues to serve as the company’s core, while its oil and gas vertical has gained further momentum amid a rebound in infrastructure investments. The cables division also remains a vital contributor, signaling diversified growth beyond its traditional segments.

NTPC Green Energy Wins 1,000 MW Solar Project

Massive allocation by Uttar Pradesh Power Corporation
NTPC Green Energy Ltd, a wholly owned subsidiary of NTPC Ltd, has secured a 1,000 MW allocation in the recent solar photovoltaic (PV) project auction conducted by Uttar Pradesh Power Corporation Limited (UPPCL).

Energy transition gets a meaningful push
This win marks a major step in NTPC’s clean energy roadmap. As the government pushes for enhanced solar capacity integration, NTPC Green Energy’s successful bid aligns with India's broader renewable energy ambitions. The auction outcome strengthens NTPC’s footprint in northern India’s solar ecosystem.

Carlyle’s CA Basque Reduces Stake in Yes Bank

Stake cut signals partial exit from investment
CA Basque Investments, the Mauritius-based special purpose vehicle (SPV) controlled by global investment firm Carlyle Group, has trimmed its stake in Yes Bank. The SPV offloaded 2.62% of its shareholding, bringing its total holding in the private sector bank down to 4.22%.

Capital market implications
This development may be interpreted as a partial profit-booking strategy, following Yes Bank’s stabilization efforts in recent quarters. While this doesn’t amount to a complete exit, it will likely be watched closely by market participants for implications on investor confidence.

REC Board Approves Rs. 1.55 Lakh Crore Fundraising Plan

Massive capital raise via debt markets
Maharatna public sector unit REC Ltd has received board approval to raise up to Rs. 1.55 lakh crore through private placement of bonds or debentures. This move is geared toward supporting infrastructure financing over the upcoming fiscal period.

Strategic intent for sectoral growth
This substantial fundraising plan positions REC to meet growing demand from power, infrastructure, and allied sectors. It also enhances REC’s balance sheet flexibility, allowing it to support national development goals, especially in rural and renewable electrification.

Bharat Electronics Secures Rs. 537 Crore in New Orders

Robust order inflow strengthens backlog
Bharat Electronics Ltd (BEL) has announced receipt of new orders worth Rs. 537 crore since its last update on May 16. The nature of the contracts spans across its diverse defense and electronics product lines.

Continued relevance in defense procurement
The inflow reinforces BEL’s consistent performance in securing defense-related contracts amid India’s focus on indigenous military modernization. With Make-in-India gaining traction in defense production, BEL remains a key public sector beneficiary.

Vedanta Crosses 1 GW in Renewable Energy Capacity

Firm strides in green energy buildout
Vedanta Ltd has reported a milestone achievement, reaching 1.03 GW in operational renewable energy capacity. This includes substantial round-the-clock (RTC) power generation capability.

On track to reach 2.5 GW by 2030
With a clear roadmap in place, the company is on course to achieve its 2030 goal of 2.5 GW of green energy. The incremental progress is powered by long-term power supply agreements that ensure consistent delivery and financial viability. Vedanta’s pivot toward sustainability is likely to enhance its ESG ratings and investor perception.