*Key Stock Updates* 1. *Vedanta's zinc subsidiary* declared a ₹10/share interim dividend for FY26 (record date: June 17, 2025). This translates to a ₹2,700 crore cash inflow for Vedanta, which holds a 63.4% stake. ✅ *Our View:* Positive due to Vedanta's strong market presence, expansion, efficient model, and attractive dividend yield. 2. *HG Infra* was the lowest bidder for a ₹43.1 crore/year Odisha transmission project, adding to its ₹15,281 crore orderbook. ✅ *Our View:* This strengthens their move into non-road segments like solar and BESS, with ₹11,000 crore in new orders projected for FY26, positioning them for significant growth. Disclaimer: bit.ly/full-disclaimer