FTSE QUARTERLY REVIEW: MAJOR INFLOWS EXPECTED
π FTSE has confirmed changes to its quarterly review, effective from September 21, 2026, with adjustments scheduled for September 18
Key highlights:
Notable passive inflows are expected in URBANCO, ANTHEM, SKFINDUS, EMCURE, RUBICON and SIS following their addition to the FTSE All-Cap.
Meaningful weight increases are also expected in MEESHO, LENSKART and JSWINFRA.
Major Additions (Estimated Passive Flows)
CUPD IS β $55mn (0.5x ADV)
URBANCO IS β $40mn (12.5x ADV)
PINELABS IS β $36mn (1.3x ADV)
ANTHEM IS β $34mn (4.2x ADV)
ACMESOLA IS β $29mn (3.6x ADV)
AVALON IS β $24mn (3.6x ADV)
SKFINDUS IS β $24mn (15.0x ADV)
EMCURE IS β $24mn (7.8x ADV)
RUBICON IS β $23mn (5.3x ADV)
TJL IS β $23mn (1.0x ADV)
APOLLO IS β $23mn (0.4x ADV)
SIS IS β $22mn (9.6x ADV)
π FTSE has confirmed changes to its quarterly review, effective from September 21, 2026, with adjustments scheduled for September 18
Key highlights:
Notable passive inflows are expected in URBANCO, ANTHEM, SKFINDUS, EMCURE, RUBICON and SIS following their addition to the FTSE All-Cap.
Meaningful weight increases are also expected in MEESHO, LENSKART and JSWINFRA.
Major Additions (Estimated Passive Flows)
CUPD IS β $55mn (0.5x ADV)
URBANCO IS β $40mn (12.5x ADV)
PINELABS IS β $36mn (1.3x ADV)
ANTHEM IS β $34mn (4.2x ADV)
ACMESOLA IS β $29mn (3.6x ADV)
AVALON IS β $24mn (3.6x ADV)
SKFINDUS IS β $24mn (15.0x ADV)
EMCURE IS β $24mn (7.8x ADV)
RUBICON IS β $23mn (5.3x ADV)
TJL IS β $23mn (1.0x ADV)
APOLLO IS β $23mn (0.4x ADV)
SIS IS β $22mn (9.6x ADV)
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JSW INFRA:
CO EXECUTES SHARE PURCHASE AGREEMENT FOR DIRECT ACQUISITION OF JSW OVERSEAS FZE FROM JSW TERMINAL SUPPORTING SUBSIDIARY RESTRUCTURING AND OWNERSHIP CONSOLIDATION
CO EXECUTES SHARE PURCHASE AGREEMENT FOR DIRECT ACQUISITION OF JSW OVERSEAS FZE FROM JSW TERMINAL SUPPORTING SUBSIDIARY RESTRUCTURING AND OWNERSHIP CONSOLIDATION
GREAVES COTTON:
GREAVES ELECTRIC TARGETS DOUBLE-DIGIT E2W MARKET SHARE, EXPANDS OVERSEAS AND DEVELOPS RARE-EARTH-FREE MOTOR
GREAVES ELECTRIC TARGETS DOUBLE-DIGIT E2W MARKET SHARE, EXPANDS OVERSEAS AND DEVELOPS RARE-EARTH-FREE MOTOR
INDIA PREPS NEW SEMAGLUTIDE STANDARDS FOR MANUFACTURING & TESTING AS RISING WEIGHT-LOSS DRUG: MINT ( DR REDDYβS, BIOCON, SUN PHARMA, ZYDUS LIFESCIENCES & LUPIN )
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Lenskart:
4.5 Cr Shares, 2.59% Equity Change Hands in a Block Deal
4.5 Cr Shares, 2.59% Equity Change Hands in a Block Deal
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GoodluckIndia:
Board approves bonus issue of 2 shares for every share held
Board approves bonus issue of 2 shares for every share held
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ππ₯ππ‘π ππ’π‘π§ππ‘ππ‘π§ ππ’π§πππ¦: ππ«π£ππ‘π¦ππ’π‘ ππ‘ π©ππ₯ππ‘ππ¦π
β’ Entered into a Revenue Sharing Agreement with Fairlink Shoppers to operate a hotel in Varanasi.
β’ Hotel will have 70 rooms, restaurant, banquet halls, gym and parking.
β’ Will operate under the βGrand Continent Premierβ brand.
β’ Agreement has a 5-year lock-in period.
β’ Marks the companyβs expansion into Varanasi.
β’ Entered into a Revenue Sharing Agreement with Fairlink Shoppers to operate a hotel in Varanasi.
β’ Hotel will have 70 rooms, restaurant, banquet halls, gym and parking.
β’ Will operate under the βGrand Continent Premierβ brand.
β’ Agreement has a 5-year lock-in period.
β’ Marks the companyβs expansion into Varanasi.
SHREYASH DEVALKAR OF AXIS MUTUAL FUND
Festive inventory build-up expected to drive consumption
Autos see strong order books and order inflows
Large-cap FMCG volume growth remains subdued
Auto OEM growth driven by new launches and EV integration
Preference for OEMs with strong EV offerings
IT allocation remains difficult unless dollar growth exceeds 5%
Positive on hospitals with a long-term outlook
Multiple healthcare models have demonstrated succesS
Festive inventory build-up expected to drive consumption
Autos see strong order books and order inflows
Large-cap FMCG volume growth remains subdued
Auto OEM growth driven by new launches and EV integration
Preference for OEMs with strong EV offerings
IT allocation remains difficult unless dollar growth exceeds 5%
Positive on hospitals with a long-term outlook
Multiple healthcare models have demonstrated succesS
Lord's Mark Industries:
Collaborates With Arkall Holdings For Establishing Pathology Laboratories; $100 Mn Export Revenue Projected Between FY27-FY31
Collaborates With Arkall Holdings For Establishing Pathology Laboratories; $100 Mn Export Revenue Projected Between FY27-FY31
NIPPON INDIA MUTUAL FUND SAYS
Confident That Earnings Can Grow At 12-15% Hereon
Valns In Select Large Caps Like Financials Have Become Quite Attractive Due To FPI Selling
Large Pvt Sector Banks Are Most Hated, Is A Sensible Place To Be In Now
Market Not Imputing Any Growth For IT Services Companies
Don't Have A Very Aggressive Upside View On Gold & Silver, But Remain Vital For Asset Allocation
Confident That Earnings Can Grow At 12-15% Hereon
Valns In Select Large Caps Like Financials Have Become Quite Attractive Due To FPI Selling
Large Pvt Sector Banks Are Most Hated, Is A Sensible Place To Be In Now
Market Not Imputing Any Growth For IT Services Companies
Don't Have A Very Aggressive Upside View On Gold & Silver, But Remain Vital For Asset Allocation
π π&π§: βΉ15,000+ CR ORDER IN MIDDLE EAST
β’ L&T has won an ultra-mega gas compression EPC project in the Middle East.
β’ Order value: βΉ15,000+ Cr.
β’ Scope includes gas compression, condensate & water handling, propane refrigeration and utilities for sour-gas processing.
β’ L&T will also construct two 230 kV substations for the project.
β’ The order strengthens L&Tβs presence in large-scale hydrocarbon projects.
β’ L&T has won an ultra-mega gas compression EPC project in the Middle East.
β’ Order value: βΉ15,000+ Cr.
β’ Scope includes gas compression, condensate & water handling, propane refrigeration and utilities for sour-gas processing.
β’ L&T will also construct two 230 kV substations for the project.
β’ The order strengthens L&Tβs presence in large-scale hydrocarbon projects.
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KAYNES says
Enough Export Opportunity Due To Cost Benefit & Ecosvstem
Expect To Reach A Turnover Of βΉ 2,000 Cr In 3-5 Years With Phase-II
There Is Enough Opportunity For Another 10 Cos
Enough Export Opportunity Due To Cost Benefit & Ecosvstem
Expect To Reach A Turnover Of βΉ 2,000 Cr In 3-5 Years With Phase-II
There Is Enough Opportunity For Another 10 Cos
INSOLATION ENERGY: CO'S UNIT INSOLATION GREEN ENERGY RECEIVES LETTERS OF AWARD FOR 99 MW AC SOLAR POWER PROJECTS IN MAHARASHTRA GENERATING RS. 59.72 CR ANNUAL REVENUE FOR 25-YEAR PERIOD
TVS SUPPLY CHAIN SOLUTIONS: CO AND JAPANβS SANKYU INC. SIGN STRATEGIC MOU TO UNLOCK GROWTH OPPORTUNITIES ACROSS SUPPLY CHAIN AND ENGINEERING SERVICES; SANKYU INTENDS TO ACQUIRE A 0.5% EQUITY STAKE IN TVS SCS
LalithaaJewellery Mart Lists At βΉ265/Sh Vs Issue Price Of βΉ201/Sh On NSE
NUVAMA INSTITUTIONAL EQUITIES, ABNEESH ROY SAYS
NestlΓ© and Colgate see healthy urban consumption growth
Jubilant FoodWorks expected to recover in coming quarters
SSSG recovery likely as gas cost pressures ease
QSR stocks remain 40-50% below their peaks
Significant upside seen in QSR stocks despite recent gains
Paint companies' Q1 volume growth expected to sustain
Legacy paint companies seen delivering ~15% revenue growth
NestlΓ© and Colgate see healthy urban consumption growth
Jubilant FoodWorks expected to recover in coming quarters
SSSG recovery likely as gas cost pressures ease
QSR stocks remain 40-50% below their peaks
Significant upside seen in QSR stocks despite recent gains
Paint companies' Q1 volume growth expected to sustain
Legacy paint companies seen delivering ~15% revenue growth
π¨ IHCLβOriental Hotels: Merger Highlights
β’ IHCL sees opportunities for renovation, upgrades, additional villas/MICE facilities and expansion across OHL properties.
β’ OHL revenue rose to βΉ494 Cr in FY26 from βΉ440 Cr in FY25.
β’ Operating EBITDA increased to βΉ132 Cr from βΉ110 Cr.
β’ EBITDA margin improved to 26.8% from 25.0%; IHCL targets 30%+ post-merger.
β’ Occupancy improved to 75% in FY26 from 73% in FY25.
β’ ARR increased to βΉ11,600 from βΉ10,800.
β’ FY23β26 CAGR: Revenue 19% | EBITDA 21% | PAT 28% for IHCL vs OHL at 7%, 5% and 8%, respectively.
β’ IHCL sees opportunities for renovation, upgrades, additional villas/MICE facilities and expansion across OHL properties.
β’ OHL revenue rose to βΉ494 Cr in FY26 from βΉ440 Cr in FY25.
β’ Operating EBITDA increased to βΉ132 Cr from βΉ110 Cr.
β’ EBITDA margin improved to 26.8% from 25.0%; IHCL targets 30%+ post-merger.
β’ Occupancy improved to 75% in FY26 from 73% in FY25.
β’ ARR increased to βΉ11,600 from βΉ10,800.
β’ FY23β26 CAGR: Revenue 19% | EBITDA 21% | PAT 28% for IHCL vs OHL at 7%, 5% and 8%, respectively.
Vedanta Ltd. In Focus - Block Deal By Promoter
Promoter likely to sell shares via block deal very soon
Deal value could be around Rs 2000 crore
Block could be done at a discount of 5-7% to CMP
Citi likely banker has been appointed
Banker has approached funds to gauge demand
Promoter likely to sell shares via block deal very soon
Deal value could be around Rs 2000 crore
Block could be done at a discount of 5-7% to CMP
Citi likely banker has been appointed
Banker has approached funds to gauge demand
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