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TACC inks technical collaboration agreement with Ceylon: Analysis, Sector Impact & 1–3 Month Outlook

On: Saturday, August 30, 2025 11:13 PM
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TACC inks technical collaboration agreement with Ceylon — To accelerate commercialization and large-scale adoption of graphene and its derivativesTACC, a wholly owned subsidiary of HEG and part of the LNJ Bhilwara Group, has signed a Technical Collaboration Agreement with Ceylon Graphene Technologies (CGT), a subsidiary of LOLC Holdings PLC and a global pioneer in graphene

technologies, to jointly accelerate the commercialization and large-scale adoption of graphene and its derivatives.

Under this collaboration, CGT will bring its decade long expertise in graphene, technology scale up, and application development to support TACC in building state-of- This sets the stage for deeper insights on drivers, risks, and the 1–3 month outlook.

What happened and why it matters


To accelerate commercialization and large-scale adoption of graphene and its derivativesTACC, a wholly owned subsidiary of HEG and part of the LNJ Bhilwara Group, has signed a Technical Collaboration Agreement with Ceylon Graphene Technologies (CGT), a subsidiary of LOLC Holdings PLC and a global pioneer in graphene technologies, to jointly accelerate the commercialization and large-scale adoption

of graphene and its derivatives.

Under this collaboration, CGT will bring its decade long expertise in graphene, technology scale up, and application development to support TACC in building state-of-the-art graphene production capabilities.

In turn, TACC will leverage its deep-rooted understanding of graphite technology and carbon science, alongside proprietary process for graphene synthesis and expertise in application-based derivatives, to accelerate innovation and deliver cutting-edge material solutions.

The partnership also unites two strong legacies, and diverse business conglomerates the LNJ Bhilwara Group and the LOLC Group paving way for a secured foundation and a well guided path towards innovation and growth.TACC's ongoing collaborations across sectors already provide clear demonstrations of this promise.

In construction, TACC is working with the National Council for Cement and Building Materials (NCB) and the Central Road Research Institute (CRRI) on graphene-based concrete solutions. In textiles, TACC has partnered with Birla Cellulose Our read-through connects the development to fundamentals and positioning in key sectors.

Winners, losers, and moving parts


We assess near-term beneficiaries and potential laggards by mapping revenue exposure, cost sensitivities, and policy linkages. Watch management guidance, order funnels, and lead indicators (prices, spreads, volumes) to validate the trajectory.

1–3 month outlook and scenarios


Base case: steady progression as catalysts play out. Bull case hinges on faster execution or benign input trends; bear case stems from policy delays, cost spikes, or demand softness. Position sizing should reflect volatility and event risk.

Key takeaways


  • Clarity on drivers vs. risks helps navigate the next few weeks.
  • Track data releases, management commentary, and global cues.
  • Prefer quality balance sheets and sustained cash flows.

Effecting Industries

General Market

Positive / Negative Impact

Positives: • Execution visibility or supportive data points. Negatives: • Policy delays, cost spikes, or demand softness to watch.

Reason

Article-specific drivers and sector linkages underpin the outlook.

Sentiment

Neutral (1–3 months) — Mixed signals; track upcoming catalysts.

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