Key Takeaways LDOS agreed to acquire ENTRUST Solutions Group for nearly $2.4B, with the deal expected to close by Q2 2026.The deal doubles LDOS' $600M energy unit and broadens its power delivery and grid modernization reach.ENTRUST adds expertise and scale, boosting LDOS' project capacity and long-term revenue outlook.Leidos Holdings, Inc. (LDOS) recently revealed that it has inked an agreement to acquire ENTRUST Solutions Group from Kohlberg for nearly $2.4 billion, funded through a mix of new debt, cash o ...

Group 1 - AVG Logistics has acquired a land parcel of 2,295 square metres in Tahliwal, Himachal Pradesh for a warehouse and ancillary unit, located near a Nestlé factory, providing strong infrastructure support and easy access to manpower [1] - Adani Green Energy Ltd has incorporated a new step-down subsidiary, Adani Ecogen Five Ltd, which operates as a wholly-owned entity within the Adani Green Energy group [2] - Titan Co Ltd reported a 40% annual growth in standalone revenue during the December quarter of FY26, driven by a 41% YoY growth in its jewellery division, which constitutes around 85% of its business [3] Group 2 - IRB Infrastructure Trust has secured a toll-operate-transfer project from NHAI in Odisha for an upfront consideration of ₹3,087 crore, marking its entry into the Odisha market [4] - Acme Solar Holdings Ltd has successfully commissioned 12 MW of its upcoming 100 MW wind power project in Gujarat, with the commissioning certificate issued on January 6, 2026 [5] - Biocon Ltd's arm Biocon Biologics will introduce three new oncology biosimilars at the 2026 JP Morgan Healthcare Conference, enhancing its cancer portfolio [6] - Ceigall India has approved the incorporation of Ceigall Green Energy MP Ltd as a wholly-owned subsidiary to implement a solar power project in Madhya Pradesh with an aggregate capacity of 130 MW [7] - Delta Electronics India has announced an agreement to supply 100 units of 1.1 MW bi-directional Power Conditioning Systems for Battery Energy Storage System projects across India, supporting renewable integration and grid stability [8]

Core Insights - BrightNight, in partnership with Cordelio Power, has achieved financial close on the Greenwater energy storage project, a significant step in supporting Washington's clean energy transition [1][4] Project Financing - The total financing for the Greenwater project is nearing $400 million, backed by a consortium of banks including Royal Bank of Canada and Credit Agricole Corporate and Investment Bank, enabling full-scale development [2] Project Details - The Greenwater project features a 200MW lithium-ion battery energy storage system designed to provide capacity and grid services to Puget Sound Energy, marking the first asset in the Pacific Northwest jointly owned by BrightNight and Cordelio [1][3] - The project will connect to the grid via a short tie line to the White River substation and is designed to minimize environmental impact without requiring operational water [3][5] Strategic Importance - BrightNight's CEO emphasized that the Greenwater project is a major advancement in modernizing the grid in the Pacific Northwest, showcasing the role of storage and digital innovation in delivering reliable clean energy [4] - The project is recognized for its emergency management and safety plan, focusing on low-impact siting and site restoration post-decommissioning [5] Development Timeline - Development is currently underway, with construction and commissioning planned to align with the project's commercial operation date next year [6] Industry Impact - The project underscores the critical role of battery storage in facilitating renewable energy integration across the Pacific Northwest [7]

Core Viewpoint - Valmont Industries (NYSE: VMI) is recommended as a buy due to its strong positioning to benefit from long-term growth driven by secular tailwinds in infrastructure, particularly in grid modernization, renewable integration, and 5G [1] Investment Strategy - The investment approach focuses on long-term investments while also incorporating short-term shorts to identify alpha opportunities [1] - A bottom-up analysis is employed to assess the fundamental strengths and weaknesses of individual companies [1] - The investment duration is medium to long-term, targeting companies with solid fundamentals, sustainable competitive advantages, and growth potential [1]