Adani Energy Eyes Megha Engineering’s Transmission Assets | Big Move in Power Sector

Welcome Back Investor!

ISRO’s Group Captain Shubhanshu Shukla just rocketed into history aboard Axiom-4, becoming the first Indian to reach the International Space Station. In a poetic echo of Rakesh Sharma’s 1984 flight, Shukla called it a “kamaal ki ride,” as he now orbits Earth at 7.5 km/sec tricolor proudly on his shoulder. This isn’t just a milestone; it’s liftoff for India’s bold lunar dreams by 2040.

Let’s dive in!

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Today’s Market Menu

▪️ Impact News

▪️ Markets

▪️ Everything else you need to know today

▪️ Special

▪️ Mindset

▪️ Stock Screener to up your game

IMPACT NEWS

⚡ Adani Powers Up for a Mega Deal: National Grid Ambitions Take Center Stage

Adani Energy Solutions is in advanced talks to acquire Megha Engineering & Infrastructure Ltd’s transmission assets in Uttar Pradesh a potential ₹6,000–7,000 crore deal that could redefine the transmission game in India.

This move comes at a time when the country’s power infrastructure is racing to catch up with rising demand from renewables, urbanization, and electrification. The assets under discussion reportedly include multiple high-capacity transmission lines and substations critical to strengthening the regional and national grid.

For Adani, this isn’t just another acquisition. It’s a strategic bolt-on to its already expanding energy portfolio. The group has been steadily building out its energy value chain from generation to distribution to last-mile delivery. With this acquisition, Adani Energy Solutions could further cement its position as a top private player in India’s power transmission sector.

The timing is also significant. India’s transmission sector is in the spotlight, with government policies pushing for faster rollouts, greater private participation, and increased grid resilience especially in Tier 2 and Tier 3 regions. For Adani, expanding its footprint in north India aligns well with its larger plan of creating a seamless national energy backbone.

💡 Investor Insight:
If the deal closes, it won’t just boost Adani’s asset base it may also unlock operational synergies and future project wins. As power demand and energy ambitions surge, infrastructure control is becoming the new competitive edge.

MARKETS

India’s stock market closed strong today with all major indices flashing green! The Sensex surged 700 points to hit 82,755, while the Nifty 50 climbed 200 points to reach 25,244 signaling solid investor confidence. Nifty Bank and Midcap 100 also posted steady gains, up 159 and 259 points respectively. The rally reflects bullish sentiment across sectors, keeping the momentum upbeat as we head toward quarter-end. Stay tuned the market mood is clearly in celebration mode!
_{Closing figures as on 25.06.25 (3.30pm IST)}

🔎 In Focus

Stock Performance:

Top Gainers

✅ Titan Company soared 3.58% after Macquarie projected a 20% YoY growth in jewellery sales for Q1 FY26, stating that margins have bottomed out triggering bullish sentiment across the board.

✅ Infosys rose 2.11% as strong global tech cues and improving outlook in BFSI and retail sectors boosted large-cap IT demand.

✅ Mahindra & Mahindra climbed 2.08% on expectations of robust rural and tractor demand, with investor rotation favoring auto stocks amid favorable monsoon forecasts.

✅ Grasim Industries gained 1.83% driven by confidence in its diversified segments (cement, chemicals), and optimism around upcoming infra and capex-led expansion.

Top Losers

🔻 Titan Company soared 3.58% after Macquarie projected a 20% YoY growth in jewellery sales for Q1 FY26, stating that margins have bottomed out triggering bullish sentiment across the board.

🔻 Infosys rose 2.11% as strong global tech cues and improving outlook in BFSI and retail sectors boosted large-cap IT demand.

🔻 Mahindra & Mahindra climbed 2.08% on expectations of robust rural and tractor demand, with investor rotation favoring auto stocks amid favorable monsoon forecasts.

🔻 Grasim Industries gained 1.83% driven by confidence in its diversified segments (cement, chemicals), and optimism around upcoming infra and capex-led expansion.

INDIA FRONTIER

Everything else you need to know today

🚀 Momentum: Apple’s top assembler Foxconn just got Taiwan’s green light for a $2.2 billion expansion $1.5 billion of which is headed to India. The goal? Scale up local iPhone manufacturing and dial down China dependence. India’s shot at becoming the next global factory just got a power boost.

💸 Breakthrough: India’s National Stock Exchange is reportedly offering $160 million to settle long-standing regulatory issues with SEBI potentially paving the way for one of the country’s most anticipated IPOs. Could this be NSE’s ticket to finally ringing its own opening bell?

🌟 Legacy: In a candid interview, Reliance’s Mukesh Ambani stressed impact over income, echoing his father’s advice: serve a billion people, not just your bank account. From Jio’s risky inception to long-term legacy plans, Ambani’s North Star remains clear empower, innovate, and endure.

🔗 Synergy: Adani Total Gas and Reliance’s Jio-bp just inked a fuel-sharing pact to cross-offer each other’s fuels at select stations. With India’s fuel market revving toward $150 billion, this synergy may redefine what "full tank" means liquid fuels from Jio-bp, CNG from Adani, and convenience for all.

SPECIAL

🌟 Mukesh Ambani’s Billion-People Vision, Not Billionaire Ambition

“If you start a business to be a billionaire, you’re an idiot.”
That’s not startup advice from a contrarian founder it’s a rare moment of clarity from Mukesh Ambani, India’s richest man.

In a powerful interview that echoes the values of his father Dhirubhai Ambani, Mukesh Ambani dismantles the myth of wealth-first entrepreneurship. At Reliance, the goal has never been personal fortune it’s national transformation. From launching Jio to democratize digital access to reimagining retail and energy, Ambani’s playbook prioritizes impact over income.

What drives the company, he says, isn’t revenue milestones or market cap it’s legacy. Legacy that’s measured in how many Indian lives are uplifted, how much infrastructure is built, and how many jobs are created. The Reliance philosophy is grounded in long-term thinking: build institutions that outlive founders, and nurture character before competence.

Ambani also reveals that the biggest risks like Jio weren’t made for returns, but relevance. “If you want to do something for society, take big bets,” he emphasizes.

💡 The takeaway?
In a world obsessed with unicorn valuations and founder exits, Ambani’s reminder is sobering and refreshing: chase meaning, not millions. Build for a billion people, and the billions will follow.

THE HANOOMAAN INSTITUTE

🧠 The Subtle Psychology of True Wealth

Genuine wealth doesn’t scream it whispers. While Instagram may showcase jet-set lifestyles and designer labels, truly rich people play a different game.

🚫 They Don’t Flex

• No logos, no loud luxury. Think worn jeans and old sneakers.

• They value privacy. No need to “announce” their wealth on socials.

• Their confidence doesn’t come from things it comes from clarity.

🧠 They Think Long-Term

• They plan and review money regularly up to 30 hours/month.

• 20%+ of income gets saved before anything else is spent.

• They invest in growth: health, learning, and assets that build over time.

💫 They’re Quietly Generous

• You’ll find them volunteering, not flashing charity receipts.

• They help their neighbors, mentor startups, and host low-key community dinners.

• For them, money is a tool for impact not attention.

🧍 They Carry Themselves Differently

• Calm body language, authentic presence, and sharp listening.

• No need to dominate a room. Their presence speaks for itself.

⚠️ The “Fake Rich” Red Flags

• Designer everything bought on EMI.

• Loud lifestyle, but fragile finances.

• Constantly “talking money” but chasing every trend.

SUPERCHARGE YOUR INVESTING SKILLS

STOCK SCREENER TO UP YOUR GAME

Stocks having huge potential to be multibaggers
by Nair Harish

Piotroski score > 6 AND
Return on capital employed  > 15% AND 
Return on equity  > 15% AND
Current ratio  > 1 AND
Price to book value < 3 AND
Dividend yield < 4% AND
YOY Quarterly profit growth > 7%

Thanks for reading.

Until tomorrow!

Hanoomaan India Business team

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