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

Elon Musk says humans are "disappearing" with low birth rates

JUST IN: Crypto market added $500 billion in value in one week — "largest gain" since 2021.

REGULATORY CERTAINTY KEY TO ATTRACTING PRIVATE CAPITAL, SAYS WORLD BANK OFFICIAL

VODAFONE IDEA:

CO CLARIFIES ON NEWS ARTICLE “DELHI HC RAPS I-T DEPT OVER RS 53CR CO REFUND DELAY"

INDIAN COAST GUARD SAYS MORE ASSETS DEPLOYED TO AUGMENT SEARCH AND RESCUE EFFORTS FOR MISSING 22 CREW MEMBERS OF SHIP THAT SANK IN BAY OF BENGAL

LAXMI INDIA FINANCE :

CO APPROVES ISSUANCE OF NCDS AGGREGATING TO 1B RUPEES

ASTRAZENECA PHARMA: DELHI HC STAYS NPPA DEMAND

⚖️ Delhi High Court has stayed the NPPA demand notice related to alleged overcharging of Betaloc-50.

💰 Stay is subject to the company depositing 15% of the demand amount with the Court.

📅 Stay will remain until the next hearing on February 10, 2027.

📌 NPPA had alleged overcharging during June–July 2016.