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
❤2
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
❤1
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.
❤1
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
❤2
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.
❤2
U.S AMBASSADOR TO INDIA SAYS
India, US Can Emerge As Two Key Nations Supporting Global Growth
India-US Strategic Partnership Vision Is Clear
President Trump Backs Stronger India-US Partnership
US Corporate Giants Step Up Investments In India
India-US Biz Has Surged 12-Fold, From $20 Bn To $240 Bn
India, US Target $500 Billion In Bilateral Trade By 2030
India-US Partnership To Focus On Integrated Value Chains & Technology
US Should Be India's First Choice For Strategic Partnerships
Natco Pharma, Aurobindo Pharma Expand Their Operations In US
Indian Pharma Companies Continue To Deepen Their US Presence
India Should Look To The US For Its Next Major Project
US Is Open And Ready For Business And Investment
US Seeks Stronger Investment And Business Partnerships With India
India, US Can Emerge As Two Key Nations Supporting Global Growth
India-US Strategic Partnership Vision Is Clear
President Trump Backs Stronger India-US Partnership
US Corporate Giants Step Up Investments In India
India-US Biz Has Surged 12-Fold, From $20 Bn To $240 Bn
India, US Target $500 Billion In Bilateral Trade By 2030
India-US Partnership To Focus On Integrated Value Chains & Technology
US Should Be India's First Choice For Strategic Partnerships
Natco Pharma, Aurobindo Pharma Expand Their Operations In US
Indian Pharma Companies Continue To Deepen Their US Presence
India Should Look To The US For Its Next Major Project
US Is Open And Ready For Business And Investment
US Seeks Stronger Investment And Business Partnerships With India
🍌3❤2
U.S AMBASSADOR says US Should Be India's First Choice For Strategic Partnerships
Natco Pharma, Aurobindo Pharma Expand Their Operations In US
Indian Pharma Companies Continue To Deepen Their US Presence
India Should Look To The US For Its Next Major Project
Natco Pharma, Aurobindo Pharma Expand Their Operations In US
Indian Pharma Companies Continue To Deepen Their US Presence
India Should Look To The US For Its Next Major Project
🍌2
GOVT SET TO EASE FDI NORMS TO BOOST FOREIGN INVESTMENT
FROM CNBC AWAAZ: SOURCES SAY
FDI Conditions For Downstream Companies Are Likely To Be Made Easier
Approval For FDI Invsts In Subsidiaries Not Needed If Parent Co Secured The Nod
Requirement For Cabinet Nod For FDI Proposals Above Rs 5,000 Cr Could Be Scrapped
FDI Proposals Up To ₹15,000 Cr May Be Cleared Without CCEA Approval
Draft Cabinet Note Proposing Relaxation Of FDI Rules Has Been Prepared
Proposal w.r.t FDI Easing Norms Likely To Get Cabinet Approval Soon
FROM CNBC AWAAZ: SOURCES SAY
FDI Conditions For Downstream Companies Are Likely To Be Made Easier
Approval For FDI Invsts In Subsidiaries Not Needed If Parent Co Secured The Nod
Requirement For Cabinet Nod For FDI Proposals Above Rs 5,000 Cr Could Be Scrapped
FDI Proposals Up To ₹15,000 Cr May Be Cleared Without CCEA Approval
Draft Cabinet Note Proposing Relaxation Of FDI Rules Has Been Prepared
Proposal w.r.t FDI Easing Norms Likely To Get Cabinet Approval Soon
❤4👍3
India’s ₹80,000 crore next-gen destroyer programme takes shape, with six ~10,000-tonne warships planned and nearly 100% indigenous content targeted
🔥8
Bazaar.Update📊
India’s ₹80,000 crore next-gen destroyer programme takes shape, with six ~10,000-tonne warships planned and nearly 100% indigenous content targeted
Six New Destroyers Could Cost Around ₹80,000 Cr - ETNOW
New Destroyers Could Weigh Around 10,000 Tonnes
Nearly 100% Indigenous Content Is The Target
First Destroyer Could Enter Service Around 2034-35
New Destroyers Could Weigh Around 10,000 Tonnes
Nearly 100% Indigenous Content Is The Target
First Destroyer Could Enter Service Around 2034-35
❤2
BDL
Extended-Range Brahmos Missile Could Reach Around 800 Kilometres - ETNOW
Extended-Range Brahmos Missile Could Reach Around 800 Kilometres - ETNOW
🔥5❤2
EXICOM IN FOCUS
EXICOM: CO MAKES INDIA’S FIRST LIQUID-COOLED CHARGING MODULES, CO STARTS US EXPORTS
EXICOM: CO MAKES INDIA’S FIRST LIQUID-COOLED CHARGING MODULES, CO STARTS US EXPORTS