TVSMotor: Total Sales At 6.16 Lk Units Vs Nomura Est Of 6.53 Lk Units (YoY)

⏩Total Sales Up 21% At 6.16 Lk Units Vs 5.09 Lk Units (YoY)

⏩2-wheeler Sales Up 21% At 5.91 Lk Units Vs 4.90 Lk Units (YoY)

⏩EV Sales At 59,453 Units Vs 25,138 Units (YoY)

⏩3W Sales Up 34% At 25,103 Units Vs 18,748 Units (YoY)

⏩Intl Sales Up 29% At 1.74 Lk Units Vs 1.35 Lk Units (YoY)

BROKERAGE CALLS – TARGETS & RATINGS

• HDB Financial Services — Neutral | TP ₹760

• Archean Chemical — Buy | TP ₹655

• Fractal Analytics — Buy | TP ₹1,010

• HDFC Bank — Buy | TP ₹950

• InterGlobe Aviation — Buy | TP ₹6,020

• SBI Funds Management — Buy | TP ₹720

AVIATION MINISTRY ORDERS DGCA AUDITS OF MAJOR AIRLINES AHEAD OF FAA SAFETY ASSESSMENT: TIMES NOW

SHAYONA ENGINEERING WINS ₹4 CR CONSULTANCY ORDER

• Shayona Engineering received a service order worth ₹4 Cr from a domestic customer.

• Order is for engineering review and technical consultancy services.

• Scope includes design review, technical specifications, calculations, equipment selection and engineering optimisation.

• Order to be executed within 6 months.

• Contract validity: August 28, 2026 to March 31, 2027.

• Promoter/promoter group has no interest in the awarding entity.

SPOT SILVER FALLS NEARLY 3% TO $64.56/OZ

NASDAQ FUTURES DOWN 1 %

INDIGO ; Ministry Directs Audits Of Airlines To Review Safety-related Aspects : TIMES NOW

Audits Of IndiGo, Air India, Akasa Air & SpiceJet Have Been Completed

Audit Found Serious Observations In Major Airlines

GLOBAL MARKETS WORRY : RISING BOND YIELD 🔴🔴

MAS FINANCIAL

Buy flows on PMS desk , Dealers expect positive newsflow - NDTV PROFIT

TATA CONSUMER PRODUCTS

• ACQUIRES ADDITIONAL 5% STAKE IN CAPITAL FOODS FROM WILDFLOWER PRIVATE TRUST.

• POST ACQUISITION, TATA CONSUMER’S STAKE IN CAPITAL FOODS RISES TO 80%.

• CAPITAL FOODS OWNS BRANDS INCLUDING CHING’S SECRET AND SMITH & JONES.

• TATA CONSUMER HAD INITIALLY ACQUIRED 75% STAKE, WITH THE BALANCE 25% TO BE ACQUIRED OVER THREE YEARS.

IRAN SHOULD LAUNCH PREEMPTIVE ATTACKS ON US INTERESTS ACROSS THE MIDDLE EAST TO FORCE WASHINGTON TO RETREAT AND BREAK ITS BLOCKADE, PARLIAMENT’S NATIONAL SECURITY AND FOREIGN POLICY COMMITTEE MEMBER MAHMOUD NABAVIAN SAID ON TUESDAY.

WIPRO: ABB RENEWS GLOBAL DIGITAL WORKPLACE SERVICES CONTRACT

• Wipro renews multi-year Digital Workplace Services engagement with ABB.

• Will continue providing AI-enabled workplace services across ABB’s global operations.

• Scope includes GenAI self-service, virtual agents, auto-remediation, predictive services and endpoint security.

• Services to leverage Wipro’s AI platforms for automation and workplace modernisation.

U.S. TREASURY SECRETARY BESSENT ON IRAN, SANCTIONS: PROBABLY GOING TO ANNOUNCE BANK SANCTION THIS WEEK AND NEXT WEEK

US JOLTS JOB OPENINGS (JUL) ACTUAL: 7271K VS 7359K PREVIOUS; EST 7313K

INDIA RAISES WINDFALL TAX ON PETROL EXPORTS TO 1.5 RUPEES FROM ZERO WITH EFFECT FROM SEPTEMBER 1

INDIA CUTS WINDFALL TAX ON DIESEL EXPORTS TO 19 RUPEES/LITRE FROM 24 RUPEES/LITRE WITH EFFECT FROM SEPTEMBER 1

INDIA CUTS DIESEL EXPORT LEVY TO 1 RUPEE/LITRE FROM 3 RUPEES/LITRE

SAMOR REALITY: CO BOARD TO CONSIDER STOCK SPLIT PROPOSAL ON SEPTEMBER 5

US BESSENT: STRAIT OF HORMUZ WILL BE 'BYPASSED' IN 2 YEARS

ADANI PORTS AND SPECIAL ECONOMIC ZONE: CO STEP-DOWN SUBSIDIARY ASTRO OFFSHORE INCORPORATES WHOLLY OWNED SUBSIDIARY IN SAUDI ARABIA