GOVT PUSHES DOMESTIC SUBSEA CABLE REPAIRS, FASTER CLEARANCES AMID GEOPOLITICAL RISKS: MC
TATA COMM IN FOCUS

House Of Abhinandan Lodha Says Deal With Nitco Can Generate Revenue Of ₹4,500 Cr

ABHINANDAN LODHA OF HOABL SAYS

Deal With Nitco Can Generate Revenue Of ₹4,500 Cr

JV With Nitco Is In A 70:30 Ratio In Favour Of House Of Abhinandan Lodha

Total Capex Stands At ₹2,500 Cr, With Nitco Contributing Land To The JV

Could Look At Listing Co But No Concrete Plan As Of Now

Nitco Will See GDV Of ₹1,500 Cr Which Will Accrue After 6-7 Years

INDIA CEM IN FOCUS PRICE HIKE IN SOUTH INDIA BY 10-50 INR PER BAG

Sudarshan Chemical Industries:

To Buy Aluminium Dyes Plant From Clariant In Switzerland; Deal Closing Expected On Or Around January 4, 2027

BDL 🔻

INCRED ON DRDO MISSILE TECH TRANFER

Says Negative For Bharat Dynamics On Higher Competition

See Margin Pressure For Bharat Dynamics

OPENAI: RECENTLY BANNED A CLUSTER OF CHATGPT ACCOUNTS ORIGINATING IN RUSSIA THAT WERE BEING USED TO PROMOTE THE INTERNATIONAL BURKE INSTITUTE

IRGC MOHSEN REZAI INFORMED PAKISTAN ARMY CHIEF MUNIR THAT IRAN WOULD CONTINUE FIGHTING IN THE EVENT OF ANY NEW ESCALATION.

𝗔𝗿𝗱𝗲𝗲 𝗜𝗻𝗱𝘂𝘀𝘁𝗿𝗶𝗲𝘀 𝗟𝘁𝗱: 𝗤𝟭 𝗙𝗬𝟮𝟳 𝗥𝗲𝘀𝘂𝗹𝘁𝘀 📊


𝗡𝗲𝘁 𝗣𝗿𝗼𝗳𝗶𝘁: ₹1.8 Cr | -28% YoY | -28% QoQ

𝗥𝗲𝘃𝗲𝗻𝘂𝗲: ₹35.6 Cr | +47% YoY | +54% QoQ

𝗘𝗕𝗜𝗧𝗗𝗔: ₹2 Cr | -42% YoY | -55% QoQ

𝗘𝗕𝗜𝗧𝗗𝗔 𝗠𝗮𝗿𝗴𝗶𝗻: 5.3% | -824 bps YoY | -1,284 bps QoQ

Cyient Semiconductor Targets $2 Trillion+ Chip Market

Global semiconductor market is projected to cross $2 trillion by 2029, growing at 14.7% CAGR.

Cyient Semiconductor is focusing on Analog ICs, particularly Power and Sensing/RF, which are critical for AI infrastructure.

The company sees rising power demand as an emerging bottleneck as AI infrastructure scales.

Data centers, smartphones and PCs account for over 50% of chip consumption.

AI, higher power requirements and Edge AI adoption offer a large growth opportunity for Cyient Semiconductor.

CYIENT:

CO POWERING ~4X REVENUE GROWTH FROM ₹65M BY FY31, WITH 40%+ GROSS MARGIN, ~20% EBIT MARGIN AND 20%+ R&D SPEND

CEMENT PRICES RISE IN 3 SOUTH INDIAN STATES

Tamil Nadu: Cement prices up ₹10/50 kg; now ₹310-315/bag

Keralam: Cement prices up ₹10/50 kg; now *320/bag

Karnataka: Cement prices up ₹10/50 kg; now ₹320-330/bag

Andhra Pradesh & Telangana: No change in prices

West, North & East India: No change in prices

Central India: Prices down ₹3-4/50 kg bag

JULY STEEL SECTOR DATA

Crude Steel production at 14.4 MT vs 14.2 MT, up 1.9% YoY

Hot Metal Production At 8.4 MT Vs 7.9 MT, up 6.3% YoY

Finished Steel Production at 14 MT vs 13.5 MT, up 3.9% YoY

𝗗𝗲𝗮𝗹𝗶𝗻𝗴 𝗥𝗼𝗼𝗺 𝗕𝘂𝘇𝘇 - CNBCTV18

🟢 DLF: Domestic mutual fund accumulation; buzz of a new launch soon.

🟢 LIC Housing Finance: Strong delivery-based FII buying continues.

🟡 Welspun Corp: Further corporate development expected; possible small OFS.

🟢 UPL, Laurus Labs: Delivery-based FII buying seen.

CHINA'S DATA CENTERS ARE SET TO INCREASE THEIR ELECTRICITY USAGE FOUR TIMES BY 2030, OUTPACING CURRENT POWER CONSUMPTION OF SOUTH KOREA.

𝗠𝗮𝗿𝗸𝗲𝘁 𝗕𝘂𝘇𝘇: 𝗞𝗲𝘆 𝗦𝘁𝗼𝗰𝗸 𝗙𝗹𝗼𝘄𝘀 & 𝗗𝗲𝗮𝗹 𝗧𝗮𝗹𝗸 - NDTV Profit

🟢 DII Buy Flows: BEL, PB Fintech, Shriram Finance

🔴 Institutional Sell Flows: Reliance, Tata Steel

🟢 Potential Buyback: Emami, ICRA

🟢 Last Leg of Selling: Mankind, Shadowfax

🟢 Potential QIP Fund Raise: Gujarat Themis

🔴 Block Deal Buzz: Northern Arc

TATA COMMUNICATIONS: CO. ISSUES AND ALLOTS COMMERCIAL PAPER WORTH ₹300 CRORE; LISTED ON NSE ON AUGUST 24, 2026; REDEMPTION DATE SET FOR FEBRUARY 17, 2027.

WELSPUN CORP

PROMOTER TO SELL 2.4 % STAKE @ ₹ 2,250 VIA BLOCK DEAL

CANADA PUTS 15% - 50% TARIFFS ON APPROX. $20 BLN OF US PRODUCTS

- COUNTER-TARIFFS TO APPLY TO STEEL, DAIRY, APPLIANCES

- DOUBLES TARIFFS ON US STEEL PRODUCTS TO 50% FROM 25%

- ADDS TARIFFS ON US FARM EQUIPMENT, FURNITURE, PULP/PAPER

Hindustan Copper OFS sees 3.41x subscription; retail bidding opens on Wednesday - Govt exercises full green shoe

Coca-Cola, Nestle and PepsiCo under scrutiny as India debates stricter food labelling rules