SAIL IN FOCUS - NDTVProfit

To increase its prices by another ₹1,000/MT effective tonight

Additional ₹1.50/MT increase effective 1st September.

Major primary players have also communicated price increases

Secondary brand market is also witnessing a strong upward movement.

TMT bars market is expected to remain firm and continue moving upwards in the coming days.

This is positive read through for steel TMT bars company also

KSB

CO MD GUIDES FOR 10-15% VOLUME GROWTH, TARGETS 15-17% VALUE GROWTH

CHINA AND INDIA TO SET UP WORKING GROUP ON BORDER MANAGEMENT

VIKAS ECOTECH Q1

• CONS NET PROFIT ₹2.00 CR, DOWN 16% (YOY), V LOSS ₹0.44 CR (QOQ)

• REVENUE ₹119.15 CR, UP 15% (YOY), UP 3% (QOQ)

• EBITDA ₹2.40 CR, DOWN 49% (YOY), V LOSS ₹1.05 CR (QOQ)

• MARGINS 2.0% V 4.5% (YOY), -0.9% (QOQ)

MAN INFRACONSTRUCTION:

CO MD GUIDES FOR 25% PAT GROWTH IN FY27, TARGETS ₹5,000 CRORE PRESALES OVER NEXT 2 YEARS, ₹35,000 CRORE GDV BY 2031

JIO FINANCIAL

Hitesh Kumar Sethia has been re-appointed as Managing Director and Chief Executive Officer of the Company for a period of 5 years from the expiry of his present term of office, i.e., with effect from November 15. 2026.

BLOCK DEAL IN DMART

American Funds Ins Series

GGI Fund Sells 67.6 Lk Shs (1.04% Eq) In Co For 2,537.13 Cr

Shares Were Sold At An Avg Price Of ₹3,750.58/Sh On BSE

Alert: Buyers Are Not Immediately Known

FOREIGN MINISTER JAISHANKAR SAYS RESUMPTION OF COMMERCE IN BLACK SEA WITH UKRAINE'S ANDRII SYBIHA

OIL PARES LOSSES, US CRUDE FUTURES TURN POSITIVE BRIEFLY

CHINA AND INDIA TO ADD GENERAL-LEVEL MEETINGS, MILITARY HOTLINES

BLOCK DEAL ALERT:Aye Finance Upto US$ 33.6 mn**

* *Seller* – Alpha Wave India I LP

* *Offer Price* – INR 167; ~0-5.5% discount

* ⁠*Total Offer Size*- Up to 19.2 Mn, ~7.8% / INR 3,204 ($ 33.6Mn)

BLOCK DEAL ALERT: ICICI Prudential Asset Management Company Limited (ICICIAMC IN EQUITY)

Bookrunner for Bulk Trade Launch | Upto INR 31,217 MM (US$ 327 MM)

Vendor - *Prudential Corporation Holdings Limited*

Offer Size - *c. 9,885,169 Equity Shares (c. 2.0% of existing TSO)* c. *INR 29,636 – 31,217 MM (c. US$ 311 - 327 MM)*

Last Close Price - *INR 3,222.8 per share i.e., Close of Ticker (ICICIAMC IN EQUITY) on August 26, 2026 on NSE*

Offer Price Range *INR 2,998.0 – 3,158.0 per share* i.e., c. 7% – 2% discount to Last Close Price

BLOCK DEAL IN RUBICO

General Atlantic Singapore Sells 1.3 Cr Shares (7.9% Equity) In Co For 2,160 Cr

HDFC MF Buys 48.8 Lk Shs (2.9% Eq) In Co For ₹810 Cr

ICICI Pru MF Buys 18.1 Lk Shs (1.1% Eq) In Co For ₹300 Cr

Kotak MF Buys 16.6 Lk Shs (1% Eq) In Co 275 Cr

SBI MF & Nomura India Buy Shs Worth 200 Cr Each

Deal Was Executed At An Avg Price Of 1,660/Sh On BSE

RUSSIA'S PUTIN SAID TO PLAN UKRAINE ESCALATION, SEEING TALKS FRUITLESS

U.S. NATURAL GAS FUTURES RISE NEARLY 5% TO $2.907 PER MMBTU

🔴$NVDA NVIDIA Q2 Earnings & Q3 Guidance

Q2 Revenue $96.2B, est. $92.38B
Q2 Adjusted EPS $2.22
Q2 Adjusted Gross Margin 75%
Q2 Data Center Revenue $89.0B, est. $85.86B
Sees Q3 Revenue $108.0B ±2%
Vera Rubin is now in full production

CLSA ON STERLITE TECH

OUTPERFORM

TP ₹950

• Top datacentre play.

• US & India datacentres expected to drive Sterlite’s exponential growth.

• Order book expected to continue expanding.

• Expect 14–21% revenue & EBITDA CAGR over FY27–29.

UBS ON CAPITAL GOODS

• Valuations remain high, but sector excitement continues.

• H1CY26: Short-cycle demand improving; private defence opportunity rising.

• Early demand revival visible, led by low & medium-voltage segments.

• Strong order momentum expected to support premium valuations.

• Top picks: ABB, Siemens, CG Power, Triveni Turbine & Premier Energies.

INVESTEC ON ADANI PORTS

• Gujarat Maritime Board signals Pipavav concession extension; positive read-through for Mundra.

• Mundra well placed to benefit from container capacity shortage.

• Adani Ports plans to expand Mundra container capacity by >50% and has received environmental clearance.

• Expansion should help capture likely container demand-supply mismatch on India’s West Coast over the next few years.

INVESTEC ON PINE LABS

ACCUMULATE

TP ₹200

• Creating value beyond swipe; evolving beyond a payment acceptance provider.

• Leadership position in a growing prepaid ecosystem.

• Mix shift & operating leverage expected to drive profits.

• MDR on UPI could be a potential profitability booster.

NVIDIA: Q3 GUIDANCE ABOVE ESTIMATES

Q3 revenue guidance: $105.84B–$110.16B vs $105.15B estimate.

Revenue midpoint: $108B, or $108B ±2%.

Adjusted gross margin expected at 73.5%–74.5%.

Adjusted operating expenses expected at around $9B.

Vera Rubin is now in full production.

Jensen Huang: “AI has reached its inflection point” and “Now, compute is revenue.”

Next quarterly dividend: $0.25/share, payable October 1.