BERNSTEIN’S TOP POWER PICKS — OUTPERFORM

• NTPC — Target ₹430

• L&T — Target ₹4,637

• JSW Energy — Target ₹575

• Tata Power — Target ₹443

📊 Bernstein says the data-centre power-demand story is yet to fully play out on the ground.

⚡ India’s biggest advantage: lower cost of electricity, which could support the data-centre opportunity.

Chola Finance In Focus – Positive Commentary

Vellayan Subbiah Says -
I Am Continuing As Executive Chairman Of Chola

It's A Role In Chola Invst I Am 100% Continuing & Will Continue To Serve

Revolving Credit Is Less Than 1% Of Our AUM, Do Not See RBI Rules Affecting Us

HAL: CO AND SAFRAN HELICOPTER ENGINES SIGN FINAL CONTRACT WITH SAFHAL, LAUNCHING DEVELOPMENT AND PRODUCTION OF THE ARAVALLI ENGINE.

CHOLAMANDALAM INVESTMENT AND FIN: CO SAYS BOOK IS IMPROVING, ROAS IMPROIVING SIGNIFICANTLY

CHOLAMANDALAM INVESTMENT & FINANCE: CO CHAIRMAN VELLAYAN SUBBIAH CLARIFIES HE WILL CONTINUE AS CHAIRMAN, SAYING HE IS “NOT GOING ANYWHERE” AND HAS AMBITIOUS PLANS AHEAD. - TV

CG Power and Industrial Solutions MANAGEMENT COMMENTARY

• 💻 Chairman says revenue per chip could be 100x to 300–400x higher compared with legacy chips.

• 📦 Chip packaging capacity is in short supply as leading companies are directing capacity towards AI-related demand.

SHANTHI GEARS: TUBE INVESTMENTS says It Is Too Early To Think Through (Merger Or De-Listing) Of Shanthi Gears

JPMorgan sees Nifty at 27,000 as value trade returns; high US yields may limit gains

DCB BANK ; PE FIRM IN TALKS TO BUY 10 % STAKE IN BANK - CNBC-TV18

DCB BANK ; Chrys Capital Likely To Be One Of The PE Firms In Talks With DCB Bank - CNBC-TV18

HAZOOR MULTI: CO WINS ORDER WORTH RS.193 CRS: CO MCAP RS. 460 CRS

ONIX SOLAR: CO PROMOTER ACQUIRED 10.8 LAKH SHARES VIA OPEN MARKET ON AUGUST 25

V-MARC INDIA: MIGRATION OF COMPANY FROM SME PLATFORM OF NSE LIMITED TO THE MAIN BOARD OF NSE LIMITED AND DIRECT LISTING OF THE MAIN BOARD PLATFORM OF BSE

VODAFONE IDEA: CO CAN TIE-UP WITH BSNL TO SHARE THE NETWORK IN DIFFERENT REGIONS - TV

GABRIEL INDIA: CO. PARTNERS WITH SOUTH KOREA’S HL KLEMOVE FOR AUTONOMOUS DRIVING INCLUDING ADAS AND AUTOMOTIVE ELECTRONICS AS IT ACCELERATES ITS TRANSFORMATION INTO A DIVERSIFIED MOBILITY SOLUTION CONGLOMERATE

CHENNAI PETROLEUM: CO EXEC EXPECT 102.9% CAPACITY USE IN FY27, 106.7% IN FY 28 AND 108.6% IN FY 29

CHENNAI PETROLEUM: CO EXEC RAISED OIL IMPORTS FROM RUSSIA, WEST AFRICA AS SUPPLIES HIT BY MIDDLE EAST CRISIS

CEIGALL INDIA: CO EMERGES AS L1 BIDDER FOR PROJECT WORTH RS. 609 CRS

ELECTROTHERM (INDIA): BOARD APPOINTS MR. DAVESH KHANDELWAL AS ADDITIONAL DIRECTOR AND WHOLE TIME DIRECTOR FOR THREE YEARS; PREVIOUSLY SERVED HUL.