India NCLT Insolvency Resolution Filings — March 15, 2026
Across the two filings in the India Corporate Insolvency & NCLT stream, no direct insolvency or NCLT proceedings are noted, signaling stable operations for large-cap leaders Infosys (IT) and Adani Power (energy/utilities). Adani Power demonstrates robust growth with its fifth PSA win in FY25-26, adding 1,600 MW long-term supply (25-year term from FY2030-31 at ₹5.30/kWh), boosting tied-up capacity to 13.3 GW (out of 23.8 GW pipeline) and 95% of 18.15 GW operating capacity secured under PSAs, with ambitious expansion to 41.87 GW by FY31-32 via ₹2,00,000 Cr capex. Infosys announces a routine board meeting on April 22-23, 2026, for Q4/FY26 audited results (INDAS/IFRS) and potential final dividend, alongside an investor call on April 23 for business outlook, with trading window closed from March 16 to April 27 per SEBI insider trading rules. Period-over-period insights are limited, but Adani's FY25-26 PSA wins (10,400 MW total) indicate YoY order momentum acceleration versus prior years' pipeline development. Neutral sentiment for Infosys contrasts positive for Adani, highlighting sector divergence; no insider transactions, pledges, or capital allocation shifts (beyond potential dividend) reported, but forward-looking catalysts dominate. Market implications include alpha from Adani's revenue visibility and Infosys pre-earnings positioning, with no portfolio-level distress patterns.