MAX HEALTHCARE says A Highly Paid Doctor Draws More Patients To The Hospital, The Pay Must Be Justified | Profit After Tax Is The Right Indicator Of Profitability, If You Do Less Than A Minimum Profit It Will Stifle Investment
MAX HEALTHCARE says It Will Harm The Sector And The Country If Foreign Capital Is Capped | Investors Believe In The Under-Penetration And The Long Runway
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E2E NETWORKS ; CLARIFIES MEDIA REPORT, SAYS ARTICLE CONTAINS FACTUALLY INCORRECT STATEMENTS ⚠️
📰 E2E Networks issued a clarification regarding a The Ken article dated August 17, 2026.
❌ Company said the article contains “factually incorrect statements” regarding E2E Networks and does not reflect the actual state of affairs.
📊 E2E Networks highlighted that it had provided a comprehensive update on its financial performance only a couple of weeks ago, reflecting its financial position.
🏢 Company reiterated its commitment to corporate governance and disclosure standards.
📢 E2E Networks said any material event or information requiring disclosure under SEBI regulations will be promptly disclosed to stock exchanges within prescribed timelines.
🟡 Impact: Neutral — company has rejected the media report’s assertions but has not provided specific details on which claims it considers incorrect.
📰 E2E Networks issued a clarification regarding a The Ken article dated August 17, 2026.
❌ Company said the article contains “factually incorrect statements” regarding E2E Networks and does not reflect the actual state of affairs.
📊 E2E Networks highlighted that it had provided a comprehensive update on its financial performance only a couple of weeks ago, reflecting its financial position.
🏢 Company reiterated its commitment to corporate governance and disclosure standards.
📢 E2E Networks said any material event or information requiring disclosure under SEBI regulations will be promptly disclosed to stock exchanges within prescribed timelines.
🟡 Impact: Neutral — company has rejected the media report’s assertions but has not provided specific details on which claims it considers incorrect.
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ADANI POWER — CARE RATINGS UPGRADE 📈
• CARE Ratings upgrades Long-Term Bank Facilities to CARE AA+; Stable from CARE AA; Stable
• Long-Term Bank Facilities enhanced to ₹52,950 Cr from ₹42,950 Cr
• ₹15,050 Cr Long-Term/Short-Term facilities upgraded to CARE AA+; Stable / CARE A1+
• ₹11,000 Cr NCDs upgraded to CARE AA+; Stable
• CARE assigns CARE AA+; Stable to additional ₹11,500 Cr NCD issuance
• Upgrade supported by strong financial & operational performance, diversified portfolio, long-term PPAs, strong cash flows, improved capital structure and comfortable liquidity
• CARE Ratings upgrades Long-Term Bank Facilities to CARE AA+; Stable from CARE AA; Stable
• Long-Term Bank Facilities enhanced to ₹52,950 Cr from ₹42,950 Cr
• ₹15,050 Cr Long-Term/Short-Term facilities upgraded to CARE AA+; Stable / CARE A1+
• ₹11,000 Cr NCDs upgraded to CARE AA+; Stable
• CARE assigns CARE AA+; Stable to additional ₹11,500 Cr NCD issuance
• Upgrade supported by strong financial & operational performance, diversified portfolio, long-term PPAs, strong cash flows, improved capital structure and comfortable liquidity
ANAND SHAH OF ICICI PRUDENTIAL AMC
Fll and Dil counterflows are keeping markets reasonably priced
High inflation and rupee depreciation remain negative for consumption
RBI and government support is boosting consumption
Large overweight on Manufacturing and Capital Goods
West Asia war and rupee depreciation providing a leg-up to the manufacturing sector
PSU banks see pristine asset quality and benign outlook
PSU Banks and IT are now entering the value zone
Fll and Dil counterflows are keeping markets reasonably priced
High inflation and rupee depreciation remain negative for consumption
RBI and government support is boosting consumption
Large overweight on Manufacturing and Capital Goods
West Asia war and rupee depreciation providing a leg-up to the manufacturing sector
PSU banks see pristine asset quality and benign outlook
PSU Banks and IT are now entering the value zone
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AXIS CAPITAL SAYS
Jio's Announcement Cannot Be Considered A Hike, As It Is Merely An Option For Subscribers
10-12% Tariff Hike Expected In The Telecom Space In The Next 3-6 Months
A Substantial Hike Is Not Required To Increase ARPU, A 10-12% Hike Should Be Enough
Vodafone Requires A Debt Raise To Improve Their Net Worth
Vodafone Idea Is Seeing Operational Improvement And Is On The Right Path
Jio's Announcement Cannot Be Considered A Hike, As It Is Merely An Option For Subscribers
10-12% Tariff Hike Expected In The Telecom Space In The Next 3-6 Months
A Substantial Hike Is Not Required To Increase ARPU, A 10-12% Hike Should Be Enough
Vodafone Requires A Debt Raise To Improve Their Net Worth
Vodafone Idea Is Seeing Operational Improvement And Is On The Right Path
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PAYTM: SOURCES SAY WEAK DEMAND FOR BLOCK DEAL AND MORE BLOCK DEALO EXPECTED FROM SAIF PARTNERS || GREEN SHOW NOT EXERCISED BY SELLER
CITI Ups NIFTY TARGET to 26800
73% of BSE 100 Companies reported double digit growth and good results
Add Axis Bank to Top large cap picks
Key Overweight shares include - Banks, Telecom, Healthcare, Utilities
Key Underweight Sector - IT, Staples, Metal
73% of BSE 100 Companies reported double digit growth and good results
Add Axis Bank to Top large cap picks
Key Overweight shares include - Banks, Telecom, Healthcare, Utilities
Key Underweight Sector - IT, Staples, Metal
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ATUL LALL, DIXON TECH
PLI Schemes Have Supported Growth For The Company And The Indian Industry
Entry Into Camera Modules And Display Has A Large Opportunity
Will Leverage Second PLI For Design Purposes
Have Already Made Significant Investments Into Creating Capacity
Annual Capex Run-rate Expected At ₹800-₹1,000 Cr
Taking Significant Margin Expansion Initiatives In Components, Lighting & Appliances Businesses
PLI Schemes Have Supported Growth For The Company And The Indian Industry
Entry Into Camera Modules And Display Has A Large Opportunity
Will Leverage Second PLI For Design Purposes
Have Already Made Significant Investments Into Creating Capacity
Annual Capex Run-rate Expected At ₹800-₹1,000 Cr
Taking Significant Margin Expansion Initiatives In Components, Lighting & Appliances Businesses
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ASHUTOSH RAGHUVANSHI
FORTIS HEALTH
The Parliamentary Panel Report Is Worrisome, It Is Probably Based On Anecdotal Instances
At One End We Are Saying India Is Attracting Medical Tourism, At The Other End We Are Saying Healthcare Is Not Affordable
Report Will Impact Entire Healthcare Ecosystem, Will Stifle The Growth Of The Healthcare Industry
Lot Of Groups Are Extending Themselves Into Other Markets Too
FORTIS HEALTH
The Parliamentary Panel Report Is Worrisome, It Is Probably Based On Anecdotal Instances
At One End We Are Saying India Is Attracting Medical Tourism, At The Other End We Are Saying Healthcare Is Not Affordable
Report Will Impact Entire Healthcare Ecosystem, Will Stifle The Growth Of The Healthcare Industry
Lot Of Groups Are Extending Themselves Into Other Markets Too
INDUSIND BANK ; IndusInd Bank Limited joins the Partnership for Carbonñ nhi Accounting Financials (PCAF)
Panama Petro, Gandhar Oil : One of Russia's Largest White Oil Processing Refinery in OMSK also has been impacted in Ukranian Drone Attacks few weeks back 🟢🟢
OMSK is one of the larger refineries in the Region due to which fuel and other petrochemical shortages are reported in Russia
OMSK is one of the larger refineries in the Region due to which fuel and other petrochemical shortages are reported in Russia
RATEGAIN ; VIETJET QAZAQSTAN SELECTS AIRGAIN FOR REAL-TIME AIRFARE PRICING INTELLIGENCE ✈️
🤝 Vietjet Qazaqstan has selected RateGain’s AirGain platform to strengthen its airfare pricing and competitive intelligence capabilities.
📊 AirGain will provide real-time competitive fare insights across key routes and multiple sales channels.
⚡ Platform enables the airline to track fare movements, benchmark competitors and identify pricing gaps before they impact performance.
🎯 The solution will help Vietjet Qazaqstan respond faster to market changes, align fares with demand and improve pricing consistency.
🤖 AirGain’s evolving AI-driven capabilities will provide automated insights into pricing anomalies, demand shifts and route-level opportunities.
🌍 The partnership strengthens RateGain’s presence in the Central Asian aviation market as Vietjet Qazaqstan expands its operations.
🟢 Impact: Positive — adds another international airline customer and supports wider adoption of RateGain’s AI-powered pricing platform.
🤝 Vietjet Qazaqstan has selected RateGain’s AirGain platform to strengthen its airfare pricing and competitive intelligence capabilities.
📊 AirGain will provide real-time competitive fare insights across key routes and multiple sales channels.
⚡ Platform enables the airline to track fare movements, benchmark competitors and identify pricing gaps before they impact performance.
🎯 The solution will help Vietjet Qazaqstan respond faster to market changes, align fares with demand and improve pricing consistency.
🤖 AirGain’s evolving AI-driven capabilities will provide automated insights into pricing anomalies, demand shifts and route-level opportunities.
🌍 The partnership strengthens RateGain’s presence in the Central Asian aviation market as Vietjet Qazaqstan expands its operations.
🟢 Impact: Positive — adds another international airline customer and supports wider adoption of RateGain’s AI-powered pricing platform.
ACUTAAS CHEMICALS ; GETS APPROVAL UNDER ELECTRONICS COMPONENTS MANUFACTURING SCHEME 🧪
✅ Acutaas Chemicals has received approval for an incentive package under the Electronics Components Manufacturing Scheme (ECMS) for its Electrolyte Additives manufacturing business.
💰 Company proposes a cumulative investment of ₹256.47 Cr, of which ₹119.12 Cr is eligible investment under the scheme.
📈 Company is expected to receive an incentive benefit of up to 25% of the eligible investment, subject to fulfilment of applicable terms and conditions.
🏭 Approval supports Acutaas Chemicals’ expansion in the electronics components manufacturing ecosystem.
⏳ Incentive period is 5 years from January 27, 2026.
🟢 Impact: Positive — government incentive support can lower effective project costs and support expansion of the Electrolyte Additives business.
✅ Acutaas Chemicals has received approval for an incentive package under the Electronics Components Manufacturing Scheme (ECMS) for its Electrolyte Additives manufacturing business.
💰 Company proposes a cumulative investment of ₹256.47 Cr, of which ₹119.12 Cr is eligible investment under the scheme.
📈 Company is expected to receive an incentive benefit of up to 25% of the eligible investment, subject to fulfilment of applicable terms and conditions.
🏭 Approval supports Acutaas Chemicals’ expansion in the electronics components manufacturing ecosystem.
⏳ Incentive period is 5 years from January 27, 2026.
🟢 Impact: Positive — government incentive support can lower effective project costs and support expansion of the Electrolyte Additives business.
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MARUTI SUZUKI ; Fronx manufactured exclusively at Maruti Suzuki Hansalpur is the fastest SUV to attain the 2 lakh export milestone
CUPID
PROMOTER ADITYA HALWASIYA BOUGHT ADDITIONAL 0.1 % ON 17 AUG VIA OPEN MARKET 🟢
NOTE : STOCK FELL DOWN 20 % IN INTRADAY
PROMOTER ADITYA HALWASIYA BOUGHT ADDITIONAL 0.1 % ON 17 AUG VIA OPEN MARKET 🟢
NOTE : STOCK FELL DOWN 20 % IN INTRADAY
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MOTILAL OSWAL ON BRIGADE ENTERPRISES — BUY | TP ₹835
Reiterates BUY with TP ₹835, implying ~41% upside.
Strong launch pipeline of ~12.36 msf over the next 12 months; presales recovery expected.
Q1FY27 presales down 5% YoY to ₹1,060 Cr, while collections up 7% to ₹1,860 Cr.
Leasing revenue up 9% YoY to ₹330 Cr; portfolio occupancy at 89%.
EBITDA up 12% YoY to ₹360 Cr; margin improved to 32.4%.
Adjusted PAT up 5% YoY to ₹160 Cr.
Net debt declined ₹60 Cr QoQ to ₹2,220 Cr; net debt/equity at 0.26x.
Reiterates BUY with TP ₹835, implying ~41% upside.
Strong launch pipeline of ~12.36 msf over the next 12 months; presales recovery expected.
Q1FY27 presales down 5% YoY to ₹1,060 Cr, while collections up 7% to ₹1,860 Cr.
Leasing revenue up 9% YoY to ₹330 Cr; portfolio occupancy at 89%.
EBITDA up 12% YoY to ₹360 Cr; margin improved to 32.4%.
Adjusted PAT up 5% YoY to ₹160 Cr.
Net debt declined ₹60 Cr QoQ to ₹2,220 Cr; net debt/equity at 0.26x.
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