SMART COWORKING Says

Co's Mkt Share Has Grown Under Flexible Workspace

India Witnessing Mega-Trend Of Flexible Workspaces

Only Company To Lease Large Campuses For Work

GODREJ INDUSTRIES: SIGNS MOU WITH HARYANA GOVT FOR ₹20,000 CR INVESTMENT

🤝 Godrej Industries Group has signed an MoU with the Haryana Government outlining plans to invest approximately ₹20,000 crore in the state.

👥 Proposed investments have the potential to create around 40,000 jobs.

🏘️ Godrej Properties plans to invest a further ₹16,000 crore by FY28, taking its total investment in Haryana to around ₹27,000 crore.

🏢 Godrej Ventures plans to invest a further ₹3,500 crore in Grade A+ office infrastructure in Gurugram.

📊 Group has already invested approximately ₹12,000 crore in Haryana and employs around 9,000 people.

🟢 Impact: Positive — major investment plans strengthen Godrej Group’s real estate and commercial infrastructure presence in Haryana and provide significant long-term growth opportunities.

KRBL says Expect Marginal Upsurge in Profit this year V last year 🔴🔴

KRBL says Prices to remain firm for the rest of the year

KRBL says Higher Demand and Lower Crop size spiked up the prices

KRBL says Profitability depends on revival of exports and paddy prices in coming periods

SBI:

10.4 Lk Shares Change Hands in a Block Deal

BAGHAEI SAYS IRAN WILL USE ALL ITS BILATERAL CAPABILITIES TO CONFRONT U.S. ECONOMIC SANCTIONS

ENVIROTECH :

PROMOTER BOUGHT ADDITIONAL 0.01 % STAKE VIA OPEN MARKET ON 21 AUG

Bernstein Says Discounting has already reduced materially: Grocery discounts have fallen by around 400–500 bps over the last 1–2 months.

The “chaotic” dark-store expansion phase is slowing as major players approach the ~1,000 dark-store threshold needed to cover large cities.

Companies are likely to use more tactical discounts—larger-cart incentives and repeat-customer offers—rather than broad customer-acquisition discounts.

The next phase is about sweating existing stores: Instead of adding more dark stores, players need to drive higher volumes and profitability from their existing network.

Focus is shifting from acquisition to retention

INDIA ALLOWS EXPORTS OF SOME CATEGORIES OF WHEAT, REMOVES RESTRICTIONS - GOVT NOTICE

ETERNAL , SWIGGY ; BERNSTEIN says Quick-Commerce Competitive Intensity Is Finally Easing 🟢🟢

DOLPHINE OFFSHORE says Expect Good Push In Deepwater Drilling | Expect To Add Vessels In Fleet In Next Few Yrs

IRAN'S CURRENCY DROPS TO RECORD LOW OF OVER 2 MILLION RIALS TO THE U.S. DOLLAR

ARCHEAN CHEMICAL:

IIFL says Archean Chemical Is Making Products For The Semicon Industry

RATNAMANI METALS: CO WINS EXPORT ORDER WORTH 2700 CR RS; CO MCAP 17000 CR RS

Onion prices have surged sharply, with the average retail price reaching ₹42/kg — up 45% year-on-year and 19% from last month.

To ease pressure on consumers, the Centre is releasing buffer stocks and running special ‘Kanda Express’ trains from Nashik to Delhi, Chennai, Kochi and Guwahati, where prices are above the national average.

IIFL ON CHEMICAL STOCKS

• SRF: ADD | TP ₹3,095

• Coromandel: ADD | TP ₹2,235

• UPL: REDUCE | TP ₹640

• Gujarat Fluoro: BUY | TP ₹5,150

• PI Industries: REDUCE | TP ₹2,365

VISHAL MEGA MART: Promoter might look to offload some stake AS PER DEALER - NDTV PROFIT 🔴

Note : Stock Up 10 % On Ceo Reappointment Optimism

AMBIt ASSET MANAGEMENT: AUGUST PORTFOLIO HIGHLIGHTS

• Pricing Prowess Fund: Eternal 6.7% | Eicher Motors 5.1% | Phoenix Mills 4.9% | Aegis Vopak 4.6% | Maruti Suzuki 4.1%

• Coffee Can Portfolio: HDFC Bank 9% | Eternal 7% | Eicher Motors 7% | Bharti Airtel 6% | Bajaj Finserv 5%

• Good & Clean: Lupin 6% | Shriram Finance 6%

• Emerging Giants: CCL Products 8%

• Micro Marvels: Down 5.2% since July 2024 launch.

• Pricing Prowess: Up 0.2% since inception vs BSE 500 +0.1% and Nifty 50 -3.1%.

• Coffee Can: Up 13.1% since inception vs Nifty 50 TRI +12.1%.

STOCKS IN FOCUS - NDTV Dealing Room Buzz

• L&T: Expect announcement on wire & cable business next week.

• Havells / Polycab / UltraTech: Expect announcement on wire & cable business next week.

• Persistent Systems: Buying flows seen from DII desk.

• Molbio Diagnostics: Large prominent HNI seen as an active buyer.

• Goodluck India: Buzz of order win announcement expected soon.