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

PRESTIGE ESTATES: CO GROUP EXPANDS NCR PRESENCE WITH RS. 5,600 CRORE RESIDENTIAL DEVELOPMENT IN GURGAON

BHARAT FORGE: INDIA BELGIUM SIGNS DEFENCE DEAL || KALYANI STRATEGIC SYSTEMS: THALES BELGIUM’S 70 MM ROCKETS WILL NOW ALSO BE ASSEMBLED IN INDIA, WITH INDIAN SUPPLIERS PARTICIPATING IN PRODUCTION. THE FIRST FULLY INDIA-PRODUCED ROCKET IS EXPECTED IN EARLY 2027.

INDIA ROAD TRANSPORT MINISTER GADKARI SAYS COS MUST PROVIDE EXTRA INCENTIVE TO CUSTOMERS WHO SCRAP CARS (MSTC)

INDIA ROAD TRANSPORT MINISTER SAYS COS MUST PROVIDE EXTRA INCENTIVE TO CUSTOMERS WHO SCRAP CARS, NEED TO INCREASE MANUFACTURING CAPACITY OF EV BUSES

INDIA ROAD TRANSPORT MINISTER SAYS NEED TO INCREASE MANUFACTURING CAPACITY OF EV BUSES ( JBM AUTO, OLECTRA GREENTECH)