CUPID
PROMOTER ADITYA HALWASIYA BOUGHT ADDITIONAL 0.1 % ON 17 AUG VIA OPEN MARKET π’
NOTE : STOCK FELL DOWN 20 % IN INTRADAY
PROMOTER ADITYA HALWASIYA BOUGHT ADDITIONAL 0.1 % ON 17 AUG VIA OPEN MARKET π’
NOTE : STOCK FELL DOWN 20 % IN INTRADAY
β€2
MOTILAL OSWAL ON BRIGADE ENTERPRISES β BUY | TP βΉ835
Reiterates BUY with TP βΉ835, implying ~41% upside.
Strong launch pipeline of ~12.36 msf over the next 12 months; presales recovery expected.
Q1FY27 presales down 5% YoY to βΉ1,060 Cr, while collections up 7% to βΉ1,860 Cr.
Leasing revenue up 9% YoY to βΉ330 Cr; portfolio occupancy at 89%.
EBITDA up 12% YoY to βΉ360 Cr; margin improved to 32.4%.
Adjusted PAT up 5% YoY to βΉ160 Cr.
Net debt declined βΉ60 Cr QoQ to βΉ2,220 Cr; net debt/equity at 0.26x.
Reiterates BUY with TP βΉ835, implying ~41% upside.
Strong launch pipeline of ~12.36 msf over the next 12 months; presales recovery expected.
Q1FY27 presales down 5% YoY to βΉ1,060 Cr, while collections up 7% to βΉ1,860 Cr.
Leasing revenue up 9% YoY to βΉ330 Cr; portfolio occupancy at 89%.
EBITDA up 12% YoY to βΉ360 Cr; margin improved to 32.4%.
Adjusted PAT up 5% YoY to βΉ160 Cr.
Net debt declined βΉ60 Cr QoQ to βΉ2,220 Cr; net debt/equity at 0.26x.
β€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
β€2π2
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
π1
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 βΉ15,000 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 βΉ15,000 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
β€4π3
Indiaβs βΉ80,000 crore next-gen destroyer programme takes shape, with six ~10,000-tonne warships planned and nearly 100% indigenous content targeted
π₯7
Bazaar.Updateπ
Indiaβs βΉ80,000 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 βΉ80,000 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
β€2
BDL
Extended-Range Brahmos Missile Could Reach Around 800 Kilometres - ETNOW
Extended-Range Brahmos Missile Could Reach Around 800 Kilometres - ETNOW
π₯4β€2
EXICOM IN FOCUS
EXICOM: CO MAKES INDIAβS FIRST LIQUID-COOLED CHARGING MODULES, CO STARTS US EXPORTS
EXICOM: CO MAKES INDIAβS FIRST LIQUID-COOLED CHARGING MODULES, CO STARTS US EXPORTS
UPDATE ON SUGAR SECTOR: GOVT LOOKING TO LOWER OR SCRAP THE 100% TAX ON INBOUND SHIPMENTS OF SUGAR - TV INTERVIEWS
β€4
GOVT LOOKS TO CUT IMPORT DUTY ON SUGAR TO CURB DOMESTIC PRICES - TV INTERVIEWS ( BALRAMPUR CHINI )
β€3
ASAHI INDIA , SAINT GOBAIN; GOVT SETS MINIMUM IMPORT PRICE OF βΉ34,000 PER METRIC TONNE FOR CLEAR FLOAT GLASS TO CURB CHEAP IMPORTS; POSITIVE FOR DOMESTIC PLAYERS SAINT-GOBAIN & ASAHI INDIA GLASS. π’π’
INDIGO , POLYCAB ; Sell flows on PMS desk , Dealers expect block deal very soon in both the names - Ndtv PROFIT π΄π΄
β€2
NETWEB TECH ; QIP opened today; Strong demand , Chunk of Fll and domestic investors participated - NDTV PROFIT π’π’
Largely all long-only funds have shown interest
Largely all long-only funds have shown interest
JANA SFB ; Buy flows on large HNI and PMS desk , Dealers expect some positive newsflow
Buzz of block deal also; TPG likely to sell - NDTV PROFIT
Buzz of block deal also; TPG likely to sell - NDTV PROFIT
SPAR AUTO ; QIP opened today, Demand driven by domestic funds only - NDTV PROFIT π’
GODREJ CONSUMER; Dealers expect new CEO name to be announced soon - NDTV PROFIT π’π’
TATA SONS AGM
Tata Sons Chairman N Chandrasekaran, director Anita George at Bombay House to attend AGM
Noel Tata and other directors have joined meeting virtually
Tata Sons Chairman N Chandrasekaran, director Anita George at Bombay House to attend AGM
Noel Tata and other directors have joined meeting virtually