NITCO LIMITED:
CO. ENTERS MEMORANDUM OF UNDERSTANDING WITH HOABL IMPACTUM LAND PRIVATE LIMITED FOR JOINT DEVELOPMENT OF ALIBAUG LAND SUPPORTING REAL ESTATE PORTFOLIO EXPANSION
CO. ENTERS MEMORANDUM OF UNDERSTANDING WITH HOABL IMPACTUM LAND PRIVATE LIMITED FOR JOINT DEVELOPMENT OF ALIBAUG LAND SUPPORTING REAL ESTATE PORTFOLIO EXPANSION
BERNSTEIN ON PB FINTECH — OUTPERFORM | TP ₹2,310
Bernstein says PB Fintech has built a strong sales engine with high growth, high renewals and lower claims.
Higher operating performance is translating into strong take-rates.
PB Fintech is delivering 30–35%+ topline growth at scale, despite slower industry growth.
Near-term regulatory risks remain, but channel checks suggest any pricing/take-rate cuts are unlikely to be harsh.
Bernstein believes regulatory delays partly reflect recognition that higher take-rates have underlying justification, while industry growth remains a regulatory priority.
Bernstein says PB Fintech has built a strong sales engine with high growth, high renewals and lower claims.
Higher operating performance is translating into strong take-rates.
PB Fintech is delivering 30–35%+ topline growth at scale, despite slower industry growth.
Near-term regulatory risks remain, but channel checks suggest any pricing/take-rate cuts are unlikely to be harsh.
Bernstein believes regulatory delays partly reflect recognition that higher take-rates have underlying justification, while industry growth remains a regulatory priority.
UBS On IT
Al Revenues Remain A Small Part Of Overall Sector Revenues
Debate Continues Over Whether Al Opportunities Can Offset Legacy Deflation
Remain Selective Rather Than Broadly Constructive On The Sector
Continue To Prefer Tier 2 Over Tier 1 IT Companies
Al Revenues Remain A Small Part Of Overall Sector Revenues
Debate Continues Over Whether Al Opportunities Can Offset Legacy Deflation
Remain Selective Rather Than Broadly Constructive On The Sector
Continue To Prefer Tier 2 Over Tier 1 IT Companies
UBS ON IT
Upgrade Coforge To Buy, Target Price Raised To ₹2,400/Share
Upgrade Mphasis To Buy, Target Price Raised To ₹2,980/Share
Close Buy On Persistent Systems, Target Price At ₹6,250/Share, Largely On Valuations
Upgrade Tech Mahindra To Buy, Target Price Raised To ₹1,865/Share
Close Buy On HCLTech, Target Price At ₹1,415/Share, Following Recent Rally
Upgrade Coforge To Buy, Target Price Raised To ₹2,400/Share
Upgrade Mphasis To Buy, Target Price Raised To ₹2,980/Share
Close Buy On Persistent Systems, Target Price At ₹6,250/Share, Largely On Valuations
Upgrade Tech Mahindra To Buy, Target Price Raised To ₹1,865/Share
Close Buy On HCLTech, Target Price At ₹1,415/Share, Following Recent Rally
GOINDIA STOCKS. COM RAKESH ARORA
Hind Copper Valuations Are Expensive, Would Avoid It At These Levels
Seeing A Bounce In Aluminium Prices
Exports Of Alloys From China Are Growing At A Fast Pace
Expect Reasonable Aluminium Supply To Come In The Near Future
Expect Aluminium Prices To Go Back Below $3,000/Tonne
Hind Copper Valuations Are Expensive, Would Avoid It At These Levels
Seeing A Bounce In Aluminium Prices
Exports Of Alloys From China Are Growing At A Fast Pace
Expect Reasonable Aluminium Supply To Come In The Near Future
Expect Aluminium Prices To Go Back Below $3,000/Tonne
L&T: WINS MAJOR BESS ORDER IN MIDDLE EAST
L&T Renewables has won a major order to develop 3 Battery Energy Storage System (BESS) projects in the Middle East.
🔋 The projects will collectively provide 6 GWh of storage capacity, with each system offering 4-hour storage.
The scope includes BESS, grid interconnections, pooling substations and underground cables.
The projects will support grid stability and renewable energy integration.
This strengthens L&T’s position in the growing energy storage sector.
L&T Renewables has won a major order to develop 3 Battery Energy Storage System (BESS) projects in the Middle East.
🔋 The projects will collectively provide 6 GWh of storage capacity, with each system offering 4-hour storage.
The scope includes BESS, grid interconnections, pooling substations and underground cables.
The projects will support grid stability and renewable energy integration.
This strengthens L&T’s position in the growing energy storage sector.
RATNAMANI METALS says
New Export Order Will Have Margin Of 25-30% In The Long Term
Target Dispatches Of ₹50-100 Cr This Year, 750 Cr In FY28
New Export Order Will Have Margin Of 25-30% In The Long Term
Target Dispatches Of ₹50-100 Cr This Year, 750 Cr In FY28
KINETIC ENGINEERING:
LETTER-OF-INTENT ALREADY SIGNED WITH 100+ DEALERS, WITH THE NETWORK TARGETED TO REACH 70–100 DEALERS BY FY27.
TARGETING A RUN-RATE OF 4 LAKH UNITS BY FY30.
LETTER-OF-INTENT ALREADY SIGNED WITH 100+ DEALERS, WITH THE NETWORK TARGETED TO REACH 70–100 DEALERS BY FY27.
TARGETING A RUN-RATE OF 4 LAKH UNITS BY FY30.
Bazaar.Update📊
KINETIC ENGINEERING: LETTER-OF-INTENT ALREADY SIGNED WITH 100+ DEALERS, WITH THE NETWORK TARGETED TO REACH 70–100 DEALERS BY FY27. TARGETING A RUN-RATE OF 4 LAKH UNITS BY FY30.
KINETIC ENGINEERING:
CO TARGETING DEALERS 100+ BY FY27;
SCALE TO 400,000 VEHICLES SALES IN THE NEXT 4-5 YEARS
CO TARGETING DEALERS 100+ BY FY27;
SCALE TO 400,000 VEHICLES SALES IN THE NEXT 4-5 YEARS
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Hind Copper 🟢
DIPAM sec says This may be the last OFS by Govt in HIND COPPER
Post OFS incl Greenshoe Govt stake will be ~60%
DIPAM sec says This may be the last OFS by Govt in HIND COPPER
Post OFS incl Greenshoe Govt stake will be ~60%
BOJ Says Core CPI Excluding Special Factors Increased 2.3% in July, Down From 2.6% in June
FEDERAL BANK, JANA SFB DEAL LIKELY IN ADVANCED STAGES
CNBC-TV18 EXCLUSIVE | SOURCES SAY
Federal Bank Looking To Acquire Controlling Stake In Jana SFB
Jana Promoter Likely To Sell Entire 16.9% Stake
Federal Expected To Launch Open Offer Post Promoter Stake Buy
Alert: CNBC-TV18 Has Written To Federal Bank & Jana SFB, Response Is Awaited
CNBC-TV18 EXCLUSIVE | SOURCES SAY
Federal Bank Looking To Acquire Controlling Stake In Jana SFB
Jana Promoter Likely To Sell Entire 16.9% Stake
Federal Expected To Launch Open Offer Post Promoter Stake Buy
Alert: CNBC-TV18 Has Written To Federal Bank & Jana SFB, Response Is Awaited
ACME Solar Holdings Limited
Wins 300 MW Capacity In SECI''s 6000 Mwh Assured Peak Power Tender (FDRE-IX)
Wins 300 MW Capacity In SECI''s 6000 Mwh Assured Peak Power Tender (FDRE-IX)
KOTHARI INDUSTRIAL: WINS ₹12.02 CR CONTRACTS
Kothari Industrial Corporation received LOAs from 6 municipalities in Tamil Nadu.
🍱 Contracts are for providing food services under the Perunthalaivar Kamarajar Breakfast Scheme to municipal/school children.
💰 Contract Value: ₹12.02 crore
⏳ Contract Period: 3 years.
Kothari Industrial Corporation received LOAs from 6 municipalities in Tamil Nadu.
🍱 Contracts are for providing food services under the Perunthalaivar Kamarajar Breakfast Scheme to municipal/school children.
💰 Contract Value: ₹12.02 crore
⏳ Contract Period: 3 years.
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TVS MOTOR: TVS iQUBE CROSSES 1 MILLION CUSTOMERS
TVS Motor has launched the iQube MillionR Special Edition to mark one million iQube customers.
The special edition gets new styling, premium upholstery, MillionR badging and an Aurora Green dual-tone colour.
Storage increased to 35.5 litres, with a USB Type-C charging port.
Based on the 3.5 kWh variant, it offers up to 145 km IDC range.
TVS Motor has launched the iQube MillionR Special Edition to mark one million iQube customers.
The special edition gets new styling, premium upholstery, MillionR badging and an Aurora Green dual-tone colour.
Storage increased to 35.5 litres, with a USB Type-C charging port.
Based on the 3.5 kWh variant, it offers up to 145 km IDC range.
SAMIR KUMAR SINHA, CIVIL AVIATION SECRETARY
FedEx investment in Delhi and Navi Mumbai reflects confidence in the country
India handled 3.96 MT of cargo in previous FY, with a growth of over 6%
These numbers are below our full potential
We want to reduce friction and time in moving cargo
FedEx investment in Delhi and Navi Mumbai reflects confidence in the country
India handled 3.96 MT of cargo in previous FY, with a growth of over 6%
These numbers are below our full potential
We want to reduce friction and time in moving cargo