Newsletter
Agri player plans to hit D-street, MSE to begin trading, and silver hits record highs.
🗓️ Morning, folks! ☀️
It was a terrible Tuesday for the markets. 👎🏻
Dalal Street saw a sharp sell-off, with the Sensex and Nifty both sliding over 1%. The fall dragged the Nifty below 25,200, marking its worst single-day drop since April 7, 2025.
Sector-wise, it was a complete washout, with every sector ending in the red. Realty and defence stocks took the hardest hit.
And the damage was massive: investors saw over ₹10 lakh crore wiped off the market value of BSE-listed companies in a single session.
1 Big Thing: Lodha goes big on data centres 💸
Lodha Developers will invest an additional ₹1 lakh crore to build a 2.5 gigawatt data centre park in Maharashtra. This comes on top of the ₹30,000 crore it had already committed to the state just four months ago.
FYI, once completed, this will be India’s largest data centre park by both investment size and capacity.
These data centres will host servers for cloud companies, AI firms, banks, OTT platforms, e-commerce players, and global tech giants that need to process huge amounts of data in India.
Data centres are fast becoming the new-age real estate goldmine.
India’s installed capacity is projected to jump from 491 MW in 2020 to 8,300 MW by 2030. This sharp demand curve explains why players like Lodha are rushing in early capacity and are getting ready for the next digital boom.
2. India-UAE seal $3 billion LNG deal 🤝
Hindustan Petroleum Corporation Limited (HPCL) signed a 10-year deal with ADNOC (Abu Dhabi National Oil Company) for sourcing LNG.
The deets: the deal, valued at around $2.5-3 billion, will secure LNG supplies of 0.5 million tonnes per annum for HPCL.
The gas will be delivered to HPCL’s Chhara LNG terminal in Gujarat. It will be sourced from ADNOC Gas’ Das Island liquefaction facility, one of the world’s longest-operating LNG plants.
Backdrop: UAE is India’s second-largest supplier of LNG. This agreement comes as India and the UAE deepen economic ties and sign multiple cooperation deals.
Both countries have also set a target to double bilateral trade to $200 billion by 2032, spanning sectors such as defence, energy, and space exploration.
3. Agri player eyes Dalal Street 💰
Advanta Enterprises has filed draft papers with SEBI for an IPO, and the entire issue is an offer-for-sale of 3.61 crore shares.
Why it matters: Advanta sits in the middle of a big theme, feeding people with smarter farming. It sells locally adapted hybrid seeds and post-harvest products designed to improve crop yields and farm economics.
While, we are on IPOs 💸,
PhonePe is gearing up for the big leagues.
Sources say SEBI cleared its IPO on January 20. The UPI leader could be valued around $15 billion and may raise about ₹12,000 crore via a pure offer-for-sale.
4. Unbox Robotics lands fresh $28M 🤖
Unbox Robotics has raised $28 million in a fresh funding round, led by ICICI Venture, with participation from RedStartLabs and other investors.
Founded in 2019, Unbox Robotics builds AI parcel-sorting robots using swarm intelligence, cutting space 50-80% and tripling warehouse productivity.
So, what’s the money for: to hire more engineers, speed up product development, and expand its footprint across India and overseas.
Just last month, we at Filter Coffee met Pramod Ghadge, Co-founder and CEO at Unbox Robotics, to talk about the real pressure inside warehouses, how automation is changing parcel movement, and why the future of Indian commerce might depend on making logistics faster and smoother.
5. Who controls global uranium supply? 🌎
The world’s uranium supply is highly concentrated.
Kazakhstan dominates global production with over 23,000 tonnes, followed by Canada, Namibia, and Australia.
With limited domestic production, India must secure long-term uranium supplies and partnerships to support its clean energy and energy security goals.
6. Stocks that kept us interested 🚀
1. Inox Green Energy expands solar footprint ☀️
Inox Green just locked in a new gig at Bhadla, one of India’s biggest solar hotspots.
It has won a Letter of Award from KEC International to run and maintain a 625 MWp solar project in Rajasthan.
What’s happening: while KEC works on building the project, Inox Green will handle the day-to-day heavy lifting after that, monitoring performance, fixing issues, breakdowns, and making sure power generation stays steady.
With this project, Inox Green’s solar O&M portfolio has crossed 3 GW, pushing its total renewable O&M footprint to more than 13 GW.
2. Sanghvi Movers arm wins a $4.3M Botswana order 🏗️
Sanghvi Movers’ arm Sanghvi Movers Botswana Proprietary, has been awarded a significant work order worth $4.3 million from Jindal Energy Botswana.
Sanghvi Movers is a crane rental company, providing medium to heavy-duty hydraulic and crawler cranes for large infrastructure, energy, and industrial projects.
The deets: the company will supply cranes along with agreed material and manpower to Jindal Energy Botswana. The contract is for a project with four units of 175 MW each.
PS: the company established a subsidiary in Botswana just a week ago.
What else are we snackin’ 🍿
⬆️ Growth picks: India’s key infrastructure growth hit a four-month high at 3.7% in December, led by steel, cement and power.
🚀 Defence lift: India flagged off its first batch of Pinaka guided rockets to Armenia, marking a major boost to defence exports.
📊 Budget trading: the Metropolitan Stock Exchange of India will remain open for trading on Budget Day, February 1, and is set to begin live trading from January 27.
🌍 Davos deals: Maharashtra secured MoUs worth over $50 billion at the World Economic Forum in Davos, with a $25 billion commitment from Alta Capital and Panchshil Realty promising up to 2.5 lakh jobs.
🪙 Silver spike: Silver hit a record high as US–EU tensions over Greenland and fresh tariff threats drove safe-haven demand, before prices eased slightly.
That’s a wrap! Don’t let the weekday blues get to you.
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