DYNAMATIC TECHNOLOGIES Q1

CONS. NET PROFIT UP 93% AT ₹21 CR (YOY), UP 65% (QOQ)

REVENUE UP 15% AT ₹425 CR (YOY), DOWN 2% (QOQ)

EBITDA UP 46% AT ₹55 CR (YOY), UP 13% (QOQ)

MARGINS 13.0% VS 10.2% (YOY), 11.2% (QOQ)

LEMON TREE HOTELS Q1

CONS NET PROFIT 460M RUPEES VS 383M (YOY)

Q1 REVENUE 3.44B RUPEES VS 3.16B (YOY)

Q1 EBITDA 1.54B RUPEES VS 1.4B (YOY)

Q1 EBITDA MARGIN 44.63% VS 44.5% (YOY)

US OFFICIAL: PROGRESS BETWEEN OMAN AND IRAN ON STRAIT OF HORMUZ, DEAL EXPECTED SOON

🇺🇸 BOFA STICKS WITH FED HIKES DESPITE WEAK JOBS

• US payrolls fell 23K in July, while previous months were revised down by another 103K.

• Unemployment rate eased to 4.1%.

• Wage growth slowed to 3.2%, while labour-force participation declined.

• Despite weak jobs data, BofA expects the Fed to hike rates by 75 bps this year, starting in September.

• BofA says inflation remains the Fed’s primary concern.

US OFFICIAL: PROGRESS BETWEEN OMAN AND IRAN ON STRAIT OF HORMUZ, DEAL EXPECTED SOON

US HOUSING MARKET UNDER PRESSURE:

AMERICA’S LARGEST MORTGAGE LENDER REPORTED A $451.9 MILLION Q2 LOSS, SENDING ITS STOCK DOWN 35% — ITS BIGGEST-EVER DROP — TO AN ALL-TIME LOW.

30-YEAR MORTGAGE RATES HAVE CLIMBED TO 6.69%, THEIR HIGHEST LEVEL IN MORE THAN A YEAR.

US COMPANIES SEE GROWING BUSINESS INTEREST IN INDIA AS BILATERAL TRADE CROSSES $240 BILLION: ENVOY GOR

NMDC:

Sets Lump Ore Price At ₹5,250/Tonne & Fines Price At ₹4,500/Tonne w.e.f Aug 8, 2026

US SEMICONDUCTOR BUBBLE SHOWS SIGNS OF BURSTING:

SEMICONDUCTOR STOCKS’ WEIGHT IN THE S&P 500 HAS FALLEN TO 16.2%, DOWN FROM A JUNE 2026 PEAK OF 19.7%.

TARIFF RATIONALISATION TO CONTINUE; MORE MEASURES LIKELY IN FY28 BUDGET: FM NIRMALA SITHARAMAN

TRUMP: “I MAY BE THE LAST REPUBLICAN PRESIDENT”

SK hynix Inc. said Friday it will invest a combined 54.3 trillion won (US$38.3 billion) to build new semiconductor fabrication plants in response to rapidly growing demand for artificial intelligence (AI) memory chips - Yonhap

EXCELSOFT TECHNOLOGIES | Q1 FY27 Results

• Net Profit: ₹9 Cr, ↑56% YoY, ↓45% QoQ

• Revenue: ₹80 Cr, ↑44% YoY, ↓1% QoQ

• EBITDA: ₹13 Cr, ↑30% YoY, ↓47% QoQ

• EBITDA Margin: 16.2% vs 17.9% YoY, 30.3% QoQ

UNIVERSAL CABLES | Q1 FY27 Results

• Net Profit: ₹70 Cr, ↑109% YoY, ↑27% QoQ

• Revenue: ₹945 Cr, ↑57% YoY, ↑12% QoQ

• EBITDA: ₹92 Cr, ↑58% YoY, ↑33% QoQ

• EBITDA Margin: 9.7% vs 9.6% YoY, 8.2% QoQ

100% US TARIFF THREAT LOOMS OVER INDIA AS SENATE PASSES RUSSIA SANCTIONS BILL

The US Senate has passed the Lindsey O. Graham Sanctioning Russia and Iran Act of 2026 by an 86–11 vote. The legislation would allow the US President to impose tariffs of up to 100% on goods from major buyers of Russian oil and gas, with India and China among the countries potentially affected.

CANADA DEPORTS 3,323 INDIANS IN H1 2026, HIGHEST AMONG ALL NATIONALITIES

Canada removed 3,323 Indian nationals between January and June 2026, the highest number for any nationality, according to official Canada Border Services Agency (CBSA) data.

ASTRAZENECA: CO GETS INDIA PERMISSION TO MARKET TRASTUZUMAB DERUXTECAN

KIRAN VYAPAR | Q1 FY27 Results

• Net Profit: ₹19.45 Cr, ↑1% YoY, vs Net Loss of ₹10.46 Cr QoQ

• Revenue: ₹33.06 Cr, ↑21% YoY, ↑208% QoQ

• EBITDA: ₹24.19 Cr, ↑31% YoY, vs EBITDA Loss of ₹0.55 Cr QoQ

• EBITDA Margin: 73.2% vs 67.7% YoY and -5.1% QoQ

B & A | Q1 FY27 Results

• Net Profit: ₹2.58 Cr vs Net Loss of ₹2.29 Cr YoY; vs Loss of ₹20.51 Cr QoQ

• Revenue: ₹71.60 Cr, ↑29% YoY, ↑64% QoQ

• EBITDA: ₹6.38 Cr vs EBITDA Loss of ₹0.01 Cr YoY; vs Loss of ₹15.55 Cr QoQ

• EBITDA Margin: 8.9% vs -0.0% YoY and -35.6% QoQ

BANCO PRODUCTS | Q1 FY27 Results

• Net Profit: ₹122.40 Cr, ↑12% YoY, ↓17% QoQ

• Revenue: ₹1,183.90 Cr, ↑22% YoY, ↑8% QoQ

• EBITDA: ₹212 Cr, ↑16% YoY, ↓6% QoQ

• EBITDA Margin: 17.9% vs 18.8% YoY and 20.6% QoQ

RDB INFRASTRUCTURE AND POWER | Q1 FY27 Results

• Net Profit: ₹4.44 Cr, ↑63% YoY, ↑3% QoQ

• Revenue: ₹28.41 Cr, ↓58% YoY, ↑30% QoQ

• EBITDA: ₹0.61 Cr, ↓75% YoY, ↓10% QoQ

• EBITDA Margin: 2.2% vs 3.7% YoY and 3.1% QoQ