Opening Cues-Positive Triggers

Trump-Iran War Will Not Last For Longer

Crude Snaps 3-day Gaining Streak

Global Treasury Yields Cool-Off

Gold Holds Gain Near $4400/Oz Levels

Yen Strengthens On Suspected Rate Check

Asian Stocks Advance

Strong India FCNR Bond Data

Rupee At 2-Month High On RBI Intervention

FIIs Cash Buying Highest Since Oct. 2025

FII Shorts At 90% vs 91%

FII Buyers In Cash Market For 2nd Day

OLA ELECTRIC: BOARD MEET ON 5 SEPT TO CONSIDER FUND RAISING VIA EQUITY

NOTE ; In June Month, Ola Electric raised Rs 780 Cr via QIP ( ₹ 500 Cr Target FUND Raise )

Rival Ather Energy got FUND Infusion from Hero Moto

INOX WIND: WINS ₹755 CR REPEAT ORDER FROM INDIAN OIL

• Secures 100 MW turnkey order from Indian Oil Corporation.

• Contract value: approximately ₹755 Cr.

• Scope includes wind turbine supply, EPC and end-to-end project execution.

• Includes post-commissioning O&M services for 10 years.

• Repeat order strengthens Inox Wind’s relationship with Indian Oil and its diversified customer base.

Kotak Securities on Adani Ports

Upgrade to Buy from Add; TP at Rs 2000

Key overhangs are easing

Meaningful expansion opportunities at Mundra and Colombo

August print solid, though possibly boosted by TPPs stocking up coal

INVESTEC ON TORRENT POWER ; UPGRADE TO BUY | TP ₹1,515

• Company entering a 3–4 year earnings inflection phase.

• Earnings inflection driven by the 1.4 GW Nabha acquisition.

• Nabha acquisition expected to add ~₹1,100 Cr of steady-state EBITDA from FY27.

• 4.2 GW renewable energy pipeline under execution should expand asset base and cash flows.

• Expects Torrent Power to generate ~₹13,800 Cr operating cash flow over FY27–28.

• Stock trades at an attractive ~10x FY28E EV/EBITDA and ~2.6x P/BV.

• Delay in project execution remains a key risk.

BHARAT FORGE AND RK FORGINGS IN FOCUS

North America Class 8 Truck Orders at 16,800-down 26% MoM

On a seasonally adjusted basis, preliminary net orders fell 35% MoM

Class 8 Net Orders Below 5-Year Average

August 2026 orders lowest since September 2025

BSE says

Self-Listing Is Not Permitted Under Current Regulatory Framework

We Have Been Conducting Dealer Meetings On CAS

Another Feedback Was To Implement CAS In A Gradual Way

Too Early To Analyse A Trend For The CAS Session

Tough To Isolate Impact Of Changes In RBI Norms As Multiple Headwinds Exist

BSE On Reports Suggesting NSE Wanting To List On Own Exchange: 'Self-Listing Is Not Permitted In India' 🟢

SHADOWFAX TECH

Expands Shadowfax 360 with Channel Partner Network

Plans To Onboard 1,000 Partners Over Next 3 Years

BSE MD & CEO, SUNDARARAMAN RAMAMURTHY

NSE Has Confirmed No Addendum Will Be Issued For Self-Trading Along With Offer Document

Due To Lack Of Liquidity In CAS, Participation Has Lacked, Have Been Conducting Dealer Meetings On CAS

Collating All The Dealer Feedback & Will Present It To The Regulators

Tough To Isolate Impact Of Changes In RBI Norms As Multiple Headwinds Exist

Self-Listing Is Not Permitted Under Current Regulatory Framework

On Reports Suggesting NSE Wanting To List On Own Exchange: 'Self-Listing Is Not Permitted In India'

ADANI ENERGY SOLUTIONS:

GQG PARTNERS LLC SOLD 1.99 CR SHARES OR 1.63% STAKE IN CO VIA OPEN MARKET BETWEEN JUNE 30 - AUGUST 31

PATANJALI FOODS:

GQG PARTNER SOLD 0.08% STAKE IN CO VIA OPEN MARKET BETWEEN FEB 11 - AUGUST 31