DIXON TECH:

CO-VIVO JV DEAL TO CLOSE IN 2 MONTHS; REVENUE TO REFLECT FROM Q3.

HAL:

CO REVIVES SU-30MKI PRODUCTION; ₹60,000-CRORE FLEET UPGRADE ALSO PLANNED.

BLUE CLOUD SOFTECH: CO SIGNS USD 150M (APPROX. RUPEES 1500 CR) SOW WITH SPACEX INTERNATIONAL FOR AI INFRASTRUCTURE, WITH AN 18-MONTH CONTRACTUAL TERM || CO'S M.CAP IS 430 CR

Macquarie’s Sandeep Bhatia on Divi’s Labs:

“Like Divi’s, it has done well; expect it to do well. The peptides space is very promising — continue to push that.”

MAZAGAON DOCK: CO SAYS WILL ADD TWO NEW LARGE ORDERS IN FY27

BSE : NIFTY REJIG: BSE SET FOR NIFTY 50 ENTRY, WIPRO TO EXIT - NUVAMA

• 🔄 BSE expected to be included in the Nifty 50, replacing Wipro

• 💰 BSE inclusion could trigger estimated passive inflows of around $741 million

• 📉 Wipro exclusion could lead to estimated outflows of around $246 million

• 📊 Expected BSE flows are around 6x its average daily traded value (ADTV), while Wipro flows are around 5x

• 📅 Rejig announcement expected post-market hours, with final adjustment scheduled for September 30, 2026

🟢 Impact: Positive for BSE; Negative for Wipro – Index-linked passive funds could drive substantial buying in BSE and selling in Wipro.

HITACHI ENERGY says Have A Strong Order Backlog & Will Convert Into Strong Revenues

HITACHI ENERGY Says Karjan Unit Investment Of Approx ₹1,600 Cr Will Be Commissioned In FY28, Asset Turnover 3x-5x

HITACHI ENERGY Says Expect 3-6 Months For The Barmer HVDC, A 6 GW Proj To Conclude | Q1 Cannot Be Taken As Base For Rev Growth But Strong Double-digit Growth Will Continue

HITACHI ENERGY says Orders Came From Data Center, Energy Storage & Other Sectors As Well | Will Continue To Improve Margin In Double-digits

BEML: ORDER INFLOW IN FY27 TO BE RUPEES 20,000 CR

EXPECT 30% REVENUE GROWTH IN FY27 - TV INTERVIEWS

BEML: HAVE 6 BIG RAIL TENDERS COMING UP

SITTING ON ORDER PROSPECTS OF ₹40,000 CR CURRENTLY

PARAS DEFENCE says

Impact Of High Raw Material Prices Is Limited | See Higher Opportunities In Exports Business

Govt Has Supported Co's Expansion In Semicon Space | Won't Look At Huge Investments In Semicon Space

OIL INDIA:

CO SAYS GUIDANCE OF 4 MTPA OF CRUDE OIL PRODUCTION IN FY27 IS ON TRACK

DEE DEVELOPMENT ENGINEERS: ORDER BOOK REMAINS STRONG AT ₹1,774 CR; JULY EXECUTION AT ₹82 CR 🏭📊

• 📚 Unexecuted order book stood at around ₹1,774 Cr as of July 31, 2026

• ⚙️ Company executed orders worth around ₹82 Cr during July 2026

• 🏗️ Piping business continues to form the bulk of the order book

• 📈 Cumulative order inflows during the period stood at around ₹864 Cr

• 🌍 Order book includes demand from power, oil & gas, process industries and other industrial customers

🟢 Impact: Positive – Healthy order backlog provides strong revenue visibility, while continued execution supports growth prospects.

KOTAK INST ON INDIAN MARKET

Q1 Corp Earnings Appear Robust For Most Sectors

Net Profit Of Nifty Cos Is 7% Higher Than Estimate

New Listings Also Driving Attracting Some Invsts

Consumer, Tech, Fintech Cos Gaining More Eyeballs

Expect War Crisis To Subside In A Few Weeks

Net Profit Of Nifty Cos Is 7% Higher Than Estimate

New Listings Also Driving Attracting Some Invsts

CENTUM ELECTRONICS: PLANS NEW MANUFACTURING FACILITY IN KARNATAKA 🏭📈

• 🤝 Management met Karnataka Industries Minister M.B. Patil to discuss the proposed manufacturing facility

• 💰 Media reports indicate a proposed investment of around ₹500 Cr over four years

• 👥 Proposed project could potentially create around 1,500 jobs

• 📍 Company confirms discussions were held regarding the new Karnataka manufacturing facility and related matters

• ⚠️ The filing itself does not confirm the ₹500 Cr investment or 1,500-job figures; these were cited in media reports

🟢 Impact: Positive – Proposed capacity expansion could strengthen Centum Electronics’ manufacturing footprint and support long-term growth.

PARAS DEFENCE says Impact Of High Raw Material Prices Is Limited | See Higher Opportunities In Exports Business

PARAS DEFENCE says Govt Has Supported Co's Expansion In Semicon Space | Won't Look At Huge Investments In Semicon Space

TITAN says Q2 So Far (July & August) Has Been Good, Analysts Were Nervous On The Call