NUVAMA INSTITUTIONAL EQUITIES, ABNEESH ROY SAYS
Nestlé 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
Nestlé 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
🏨 IHCL–Oriental Hotels: Merger Highlights
• IHCL sees opportunities for renovation, upgrades, additional villas/MICE facilities and expansion across OHL properties.
• OHL revenue rose to ₹494 Cr in FY26 from ₹440 Cr in FY25.
• Operating EBITDA increased to ₹132 Cr from ₹110 Cr.
• EBITDA margin improved to 26.8% from 25.0%; IHCL targets 30%+ post-merger.
• Occupancy improved to 75% in FY26 from 73% in FY25.
• ARR increased to ₹11,600 from ₹10,800.
• FY23–26 CAGR: Revenue 19% | EBITDA 21% | PAT 28% for IHCL vs OHL at 7%, 5% and 8%, respectively.
• IHCL sees opportunities for renovation, upgrades, additional villas/MICE facilities and expansion across OHL properties.
• OHL revenue rose to ₹494 Cr in FY26 from ₹440 Cr in FY25.
• Operating EBITDA increased to ₹132 Cr from ₹110 Cr.
• EBITDA margin improved to 26.8% from 25.0%; IHCL targets 30%+ post-merger.
• Occupancy improved to 75% in FY26 from 73% in FY25.
• ARR increased to ₹11,600 from ₹10,800.
• FY23–26 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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GARDEN REACH :
Co To Undertake Capacity Expansion Through Three New Facilities With An Invst Of ₹2,670 Cr
Co To Undertake Capacity Expansion Through Three New Facilities With An Invst Of ₹2,670 Cr
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PIRAMAL FINANCE:
BOARD APPROVES ₹1,750 CR PREFERENTIAL ISSUE TO PROMOTER GROUP
BOARD APPROVES ₹1,750 CR PREFERENTIAL ISSUE TO PROMOTER GROUP
ACTIVE CLOTHING:
CO TO DISTRIBUTE LEVI’S, NIKE, JORDAN KIDS AND BEN SHERMAN THROUGH SHOP-IN-SHOP FORMATS ACROSS INDIA, CREATING AN ESTIMATED ₹100 CRORE ADDITIONAL REVENUE OPPORTUNITY OVER THE NEXT 3–4 YEARS.
CO TO DISTRIBUTE LEVI’S, NIKE, JORDAN KIDS AND BEN SHERMAN THROUGH SHOP-IN-SHOP FORMATS ACROSS INDIA, CREATING AN ESTIMATED ₹100 CRORE ADDITIONAL REVENUE OPPORTUNITY OVER THE NEXT 3–4 YEARS.
FEDERAL BANK, Virat Diwanji Says
We Are Confident Of Maintaining Our Existing Market Share w.r.t FCNR(B)
Banking Sector Is Healthy Enough To Absorb Margins
Have To Watch Out For Deposit Mobilisation
Growth In Gold Biz Is Backed By Incoming Festive Season
We Are Confident Of Maintaining Our Existing Market Share w.r.t FCNR(B)
Banking Sector Is Healthy Enough To Absorb Margins
Have To Watch Out For Deposit Mobilisation
Growth In Gold Biz Is Backed By Incoming Festive Season
FEDERAL BANK says
Our FCNR Est Was $60-70 Bn But Looking At Current Situation The Numbers Will Cross $70 Bn
Our FCNR Est Was $60-70 Bn But Looking At Current Situation The Numbers Will Cross $70 Bn
ACTIVE MAINBOARD IPO GMP
• Skyways Air: ₹32 GMP | 23.19%
• Symbiotec Pharmalab: ₹409 GMP | 41.40%
• Hy-Tech Engineers: ₹25 GMP | 47.17%
• Augmont Enterprises: ₹380 GMP | 48.22%
• Tempsens Instruments: ₹313 GMP | 104.33%
• Skyways Air: ₹32 GMP | 23.19%
• Symbiotec Pharmalab: ₹409 GMP | 41.40%
• Hy-Tech Engineers: ₹25 GMP | 47.17%
• Augmont Enterprises: ₹380 GMP | 48.22%
• Tempsens Instruments: ₹313 GMP | 104.33%
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Nifty Down 70 points from Day highs
BankNifty down 300points from Day highs
BankNifty down 300points from Day highs
GRAND CONTINENT HOTELS: SIGNS REVENUE-SHARING AGREEMENT FOR NEW VARANASI HOTEL
🤝 Grand Continent Hotels has entered into a revenue-sharing agreement with Fairlink Shoppers Pvt Ltd to operate and manage a hotel in Varanasi, Uttar Pradesh.
🛏️ The property will have 70 rooms along with lobby & reception, restaurant, kitchen, banquet halls, gym and car parking.
🏷️ Hotel will operate under the “Grand Continent Premier” brand.
⏳ Agreement includes a 60-day fit-out period followed by a 5-year lock-in period from signing.
📍 The addition expands Grand Continent Hotels' presence into the Varanasi hospitality market.
🟢 Impact: Positive for Grand Continent Hotels — addition of a 70-room managed property expands its portfolio through an asset-light revenue-sharing model.
🤝 Grand Continent Hotels has entered into a revenue-sharing agreement with Fairlink Shoppers Pvt Ltd to operate and manage a hotel in Varanasi, Uttar Pradesh.
🛏️ The property will have 70 rooms along with lobby & reception, restaurant, kitchen, banquet halls, gym and car parking.
🏷️ Hotel will operate under the “Grand Continent Premier” brand.
⏳ Agreement includes a 60-day fit-out period followed by a 5-year lock-in period from signing.
📍 The addition expands Grand Continent Hotels' presence into the Varanasi hospitality market.
🟢 Impact: Positive for Grand Continent Hotels — addition of a 70-room managed property expands its portfolio through an asset-light revenue-sharing model.
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CHEMICAL STOCKS ; CHEMICAL PRICES IN FOCUS: SHARP RALLY ACROSS KEY PRODUCTS
📈 Maleic Anhydride leads the surge — up 209.8% in 6 months and 163.8% in 1 year, currently at its 52-week high.
🚀 Cyclohexanone up 147.8% in 6 months and 140.1% in 1 year, despite a 6.1% weekly correction.
🔥 Acetic Acid prices up 95.4% in 6 months and 106.9% in 1 year.
🧪 MDC (Methylene Dichloride) up 92.2% in 6 months and 78.8% in 1 year, while Chloroform is up 76.7% and 68%, respectively.
📊 Other major 1-year gains include Ethylene Dichloride +95.2%, BDGE +85%, m-Xylene +79%, Aniline +54.3% and Ethyl Acetate +53.7%.
⚠️ Despite strong medium-term gains, several chemicals have corrected recently, including Caustic Soda Lye (-10.9% WoW), MDC (-6.6%) and Cyclohexanone (-6.1%).
📈 Maleic Anhydride leads the surge — up 209.8% in 6 months and 163.8% in 1 year, currently at its 52-week high.
🚀 Cyclohexanone up 147.8% in 6 months and 140.1% in 1 year, despite a 6.1% weekly correction.
🔥 Acetic Acid prices up 95.4% in 6 months and 106.9% in 1 year.
🧪 MDC (Methylene Dichloride) up 92.2% in 6 months and 78.8% in 1 year, while Chloroform is up 76.7% and 68%, respectively.
📊 Other major 1-year gains include Ethylene Dichloride +95.2%, BDGE +85%, m-Xylene +79%, Aniline +54.3% and Ethyl Acetate +53.7%.
⚠️ Despite strong medium-term gains, several chemicals have corrected recently, including Caustic Soda Lye (-10.9% WoW), MDC (-6.6%) and Cyclohexanone (-6.1%).
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KEVIN WARSH SEEKS TO SOOTHE INVESTORS’ NERVES AS SIGNS OF ECONOMIC STRAIN MOUNT – FT
COFORGE
LIC CUTS STAKE TO 3.02 % AS ON 20 AUG FROM 3.56 % STAKE AS ON 30 JUNE
LIC CUTS STAKE TO 3.02 % AS ON 20 AUG FROM 3.56 % STAKE AS ON 30 JUNE
INDO-MIM to NDTVProfit (KYC)-Bullish Commentary
NATO Defense Spending Will Go Up-Big Boost For Industry
No Technology Can Replace Metal Injection Molding
Running ahead of FY27 PAT Guidance Currently (Will Take Guidance Call On Sept)
Can See Some Delay In RM Deliveries From Europe
Building Backward Integration Unit For Iron Powder
Acquisition In Aerospace Segment Will Help
Aim To Have A Manufacturing Space In Europe
US Tariffs Didn't Affect Co's Business Much
Looking At Both Organic & Inorganic Growth On MIM
85% Of Exports Sent Via Air Cargo (No Impact On Supply Chain)
NATO Defense Spending Will Go Up-Big Boost For Industry
No Technology Can Replace Metal Injection Molding
Running ahead of FY27 PAT Guidance Currently (Will Take Guidance Call On Sept)
Can See Some Delay In RM Deliveries From Europe
Building Backward Integration Unit For Iron Powder
Acquisition In Aerospace Segment Will Help
Aim To Have A Manufacturing Space In Europe
US Tariffs Didn't Affect Co's Business Much
Looking At Both Organic & Inorganic Growth On MIM
85% Of Exports Sent Via Air Cargo (No Impact On Supply Chain)
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