PRABHUDAS LILLADHER ON AMBER ENTERPRISES 📊

• BUY | Target ₹9,244 ↑ from ₹8,646

• Q1 FY27 Revenue ₹3,890 Cr, +12.7% YoY | EBITDA ₹310 Cr, +21.6%

• EBITDA margin improved to 8% | Adjusted PAT ₹140 Cr, +39.5%

• Electronics revenue grew 28.5%; Railways order book at ₹2,750 Cr

• FY27 growth guidance maintained; Oppo commercial production expected from Q1 FY28

• BUY maintained with higher target of ₹9,244

CAMPUS ACTIVEWEAR: BOARD APPOINTS MR. RAKESH THAKUR AS CHIEF FINANCIAL OFFICER ; THAKUR BRINGS OVER 22 YEARS OF EXPERIENCE FROM LEADING CO'S INCLUDING BOAT AND HINDUSTAN UNILEVER. GSK HEALTH, PEPSICO & SAMSUNG.

IND SWIFT LAB: CO'S TOPLINE CAGR 20-25%, SCALING FROM ₹636 CR TO ₹1,200+ CR BY FY29.

IND SWIFT LAB: CDMO PARTNERSHIPS/ OWN BRANDS WITH VIATRIS (IRELAND, EUROPE), MANX (UK), AND ARROTEX (AUSTRALIA) HAVE BEEN COMMERCIALIZED AND ARE EXPECTED TO CONTRIBUTE INCREMENTAL REVENUE OF ₹200–220 CR IN FY27

INDIGO , SPICEJET; Draft Rules Cover Airfares, Surge Pricing And Excess Baggage Charges

INDIGO , SPICEJET: SC Says Govt Should Ground Airlines That Fail To Comply

INDIGO , SPICEJET: Supreme Court To Hear The Matter On September 7

CG POWER AND INDUSTRIAL SOLUTIONS LIMITED: WHOLLY OWNED SUBSIDIARY AXIRO SEMICONDUCTOR ENTERS DEFINITIVE AGREEMENT TO ACQUIRE 100% OF TOSIL SYSTEMS FOR ₹16.44 CRORES; ACQUISITION TO STRENGTHEN SEMICONDUCTOR DESIGN CAPABILITIES; EXPECTED COMPLETION BY AUGUST 31, 2026.

IND-SWIFT LAB: CO PLANS TO FILE 400+ DOSSIERS BY FY27 TO STRENGTHEN LONG-TERM IP-LED REVENUE VISIBILITY

BROKING STOCKS: MARGIN TRADING FACILITY (MTF) BOOK HITS RECORD ₹1.41 LAKH CRORE 🟢🟢

📈 Overall MTF book increased from ₹1.1 lakh crore on June 30 to ₹1.41 lakh crore by August 13, rising 3.4% since July 31.

🔥 Biggest Increase in MTF Positions (Jul 31 → Aug 13):

HPCL: ₹284.1 Cr → ₹665.3 Cr | +134%

BHEL: ₹314.2 Cr → ₹599.1 Cr | +91%

PFC: ₹318.3 Cr → ₹547.7 Cr | +72%

LIC: ₹235.2 Cr → ₹373 Cr | +59%

Amber Enterprises: ₹263.2 Cr → ₹388 Cr | +48%


💰 Largest MTF Positions:

HDFC Bank: ₹3,212 Cr | +36%

BSE: ₹2,738 Cr | +44%

Reliance Industries: ₹1,942 Cr | -11%

Jio Financial: ₹1,528 Cr | +11%

BEL: ₹1,337 Cr | -10%


⚠️ Rising MTF positions indicate increasing leveraged participation in the equity market.

🟡 Impact: Mixed — stronger risk appetite and liquidity, but higher leverage can amplify market volatility during corrections.

TRUMP TO FOX: I MAY ENDORSE SOMEBODY IN ISRAELI ELECTION

TRUMP THREATENS TO BOMB OMAN IF IT GETS IN US’ WAY

TRUMP, ON IRAN, SAYS HE'S IN NO HURRY: FOX NEWS

TRUMP SAYS THERE IS BACKCHANNEL WITH IRGC OFFICIALS: FOX

JUST IN: 75% of active fund managers "failed" to beat the S&P 500 over last year

OPENAI’S BROCKMAN BRUSHES OFF CONCERNS ABOUT LEADERSHIP CHANGES – CNBC

IRGC SPOKESMAN TO TASNIM: TRUMP’S CLAIM OF BACKCHANNEL TALKS WITH THE IRGC IS A DELUSION STEMMING FROM DEFEAT.

YEMEN'S HOUTHIS : THEY ATTACKED SAUDI MILITARY LANDING SHIP AND FOUR ESCORT VESSELS OFF MOCHA COAST IN RED SEA WITH BALLISTIC MISSILES, NO SAUDI CONFIRMATION

SENIOR IRANIAN OFFICIAL: IRAN HAS DECIDED TO SHIFT ITS POLICY FROM DEFENSIVE TO A 'FULLY OFFENSIVE' ONE || PRESSURING U.S. OR RELYING ON MEDIATORS TO REACH A LASTING PEACE IS NOT REALISTIC -RTRS

IRAN HAS SET A DEADLINE OF A FEW WEEKS FOR FULL IMPLEMENTATION OF MOU BY U.S. - SENIOR IRANIAN OFFICIAL

ALL IRANIAN ENTITIES WILL BE PREPARED TO ESCALATE TENSIONS IN HORMUZ STRAIT AND THE REGION IF DIPLOMACY FAILS - SENIOR IRANIAN OFFICIAL