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MILKY MIST Q1FY27:

REVENUE GROWS ~44% YoY; YOGURT & ICE CREAM LEAD GROWTH

Q1FY27 revenue grew ~44% YoY, supported by broad-based growth across the product portfolio.

Paneer: Revenue grew 34% YoY and remained the largest contributor.

Cheese: Revenue increased 38% YoY.

Curd: Revenue grew 27% YoY.

Ice Cream: Revenue jumped 60% YoY, supported by an extended summer season, particularly in South India.

Yogurt: Revenue surged 153% YoY, emerging as the fastest-growing category.

Gross profit improved on higher volumes, better product mix and pricing.

Operational efficiencies supported EBITDA growth and margin expansion.

Capacity: New Cheddar Cheese Plant commissioned with 120 MT/day installed capacity.
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MILKY MIST Q1FY27:

REVENUE JUMPS 43.6% YoY; FOCUS ON PROFITABLE GROWTH

Revenue from Operations grew 43.6% YoY to β‚Ή973.45 Cr in Q1FY27.

Gross profit improved on higher volumes, better product mix and pricing.

Company plans to expand its value-added food portfolio and strengthen its brands.

Focus remains on investments in manufacturing and distribution capabilities.

Plans to deepen distribution and expand presence across existing and new markets.

Management remains focused on operating discipline, efficiency improvements and leveraging scale.

Company aims to strengthen its position in the value-added FMCG segment and deliver sustainable growth in FY27.
BRIGADE ENTERPRISES:

ENTERS COIMBATORE WITH ~β‚Ή600 CR RESIDENTIAL PROJECT

Brigade Enterprises plans to launch a residential project in Saravanampatti, Coimbatore, marking its entry into the city.

Project spread across 5.4 acres under a Joint Development Agreement (JDA).

Estimated Gross Development Value (GDV) of ~β‚Ή600 Cr.

Located in Coimbatore’s IT belt with access to SEZs, IT parks, educational institutions, retail malls and hospitals.

The project strengthens Brigade’s residential portfolio and supports its South India expansion strategy.
CANTABIL RETAIL:

Company has opened 7 New Showrooms/ Shops at different location in India during the month of August 2026

Now total number of Showrooms/ Shops of the Company stands at 682.
πŸ”Ή STERLITE TECHNOLOGIES: CLARIFICATION ON LONG-TERM SUPPLY AGREEMENT

Sterlite Technologies has clarified that the Long Term Supply Agreement with a leading hyperscaler, disclosed on August 29, 2026, was executed by its wholly-owned subsidiary, and not directly by Sterlite Technologies Limited.

The company said the earlier exchange filing inadvertently mentioned that the agreement was executed by the company.

All other details of the original disclosure remain unchanged.
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SENIOR IRANIAN SOURCE : CONDITIONS IN THE STRAIT OF HORMUZ WILL WORSEN FOR VESSELS THAT VIOLATE TEHRAN’S RULES -RTRS
NVIDIA CEO HUANG: VERA RUBIN PLATFORM GIVES NVIDIA +$40 BLN OF REVENUE PER GW
STANDARD SURFACTANTS | Q1 FY27 Results πŸ“Š

β€’ Net Profit: β‚Ή6.30 Cr | ↑150% QoQ | ↑1278% YoY

β€’ Revenue: β‚Ή102.38 Cr | ↑39% QoQ | ↑93% YoY

β€’ EBITDA: β‚Ή14.59 Cr | ↑211% QoQ | ↑1088% YoY

β€’ EBITDA Margin: 14.3% vs 6.4% QoQ | 2.3% YoY
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EPL

Blackstone Owned Epsilon Bidco Pte Likely To Sell Up ΀ο 26.4% Equity In Co Via Block Deal

Epsilon Bidco Pte Seeks To Raise 1,985 Cr By Selling Up To 8.45 Cr Shares

Offer Price Is Set At 235/Sh, Implies Up To 10.3% Discount To CMP
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⚑ SJVN: BUXAR THERMAL PROJECT UPDATE

β€’ 660 MW Unit-2 completes successful 72-hour trial run

β€’ Unit-2 now ready for commercial operation

β€’ Total Buxar project capacity: 1,320 MW

β€’ Project expected to generate 9,828.72 MU annually once fully commissioned

🟒 Positive for SJVN
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πŸ”Ή HAPPIEST MINDS: TO MERGE WITH ITC INFOTECH; PROMOTERS TO SELL 22.106% STAKE

🀝 Happiest Minds board approves merger with ITC Infotech India, subject to approvals.

πŸ’° Promoters to sell 22.106% stake to ITC Infotech for β‚Ή1,329.72 Cr:
β€’ 11% at β‚Ή390/share
β€’ 11.106% at β‚Ή400/share

πŸ”„ Happiest Minds shareholders will receive 25 ITC Infotech shares for every 81 Happiest Minds shares.

πŸ“ˆ ITC Infotech shares will subsequently be listed on BSE & NSE.

The merger aims to create a larger digital technology platform with greater scale, broader capabilities and operating synergies.
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BESSENT: 10-YR YIELD FLAT SINCE PRESIDENT TRUMP CAME IN
INDIA PM MODI: HAD EXTENSIVE DISCUSSIONS WITH PRESIDENT PUTIN. DISCUSSED THE FULL RANGE OF THE INDIA-RUSSIA SPECIAL AND PRIVILEGED STRATEGIC PARTNERSHIP. IT IS GLADDENING TO SEE SIGNIFICANT PROGRESS ACROSS VARIOUS SECTORS IN RECENT YEARS. || FOCUS AREAS FOR THE INDIA-RUSSIA FRIENDSHIP REMAIN ENERGY, INNOVATION, SPACE, FERTILISERS AND PEOPLE-TO-PEOPLE LINKAGES.
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πŸ“Š LEAP INDIA Q1 RESULTS

πŸ”Ή Net Profit: β‚Ή24.7 Cr ↑30% YoY | ↓6% QoQ

πŸ”Ή Revenue: β‚Ή203.4 Cr ↑19% YoY | Flat QoQ

πŸ”Ή EBITDA: β‚Ή104 Cr ↑22% YoY | Flat QoQ

πŸ“ˆ EBITDA Margin: 51.2% vs 49.9% YoY | 51.1% QoQ
Trump:

US Communities Should Embrace Data Center Development

Trump: Communities that embrace data centers will benefit from lower taxes and increased job creation

Trump warns opposition to data center development risks undermining US economic growth and competitiveness

Trump: China stands to benefit from the anti-data center movement in the US
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πŸ”” DEVYANI INTERNATIONAL: SANOOK KITCHEN CEO RESIGNS

πŸ‘€ Rohan Kichilu, CEO – Sanook Kitchen, has resigned from Devyani International.

πŸ“… Resignation effective August 31, 2026.

πŸ“ Cited personal reasons and other career opportunities.

🍜 Kichilu was part of the company’s Senior Management Personnel.
πŸ”₯ HIMADRI SPECIALITY: SETS UP 100% SUBSIDIARY IN DUBAI

🌍 Incorporated ARDENT IMPEX FZCO in Dubai, UAE.

πŸ’° Capital: AED 2 Lakh

🏭 Business: Trading of industrial chemicals & petrochemicals

πŸ“Š Himadri to hold 100% stake through β‚Ή/AED 2 lakh direct investment.
πŸ”₯ ITC: ITC INFOTECH TO ACQUIRE 22.1% IN HAPPIEST MINDS

πŸ’° ITC Infotech to acquire 22.1% stake in Happiest Minds for ~β‚Ή1,330 Cr.

🀝 Happiest Minds will then be merged with ITC Infotech, subject to approvals.

πŸ“Š Happiest Minds shareholders to receive 25 ITC Infotech shares for every 81 shares held.

πŸ“ˆ ITC Infotech to be listed on BSE & NSE post-merger.

🎯 Combined entity targets $1 billion revenue by FY28.

🌐 Combined workforce: 19,000+ professionals.
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NSE records CAS turnover of β‚Ή39,718 crore (USD 4.2 billion) as Closing Auction Session completes its first month
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MILKY MIST: CO CEO GUIDES FOR STRONG PERFORMANCE WITH REVENUE UP 43.6% TO β‚Ή973.45 CRORE IN Q1 FY27
NLC INDIA: CO RECEIVES LETTER OF INTENT FROM TELANGANA GOVERNMENT FOR TWO VANADIUM, TITANIUM AND ALUMINOUS LATERITE BLOCKS