Bazaar.UpdateπŸ“Š
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BALAJI TELEFILMS: CO. PARTNERS WITH YOUTUBE TO LAUNCH 5 EXCLUSIVE PREMIUM SHOWS; EKTA KAPOOR TO LEAD CREATIVE VISION; SHOWS TO BE PRODUCED IN 4K AND AVAILABLE GLOBALLY.
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NDTV PROFIT -DEALING ROOM CHECK

DHOOT , MOLBIO DIAGNOSTIC: Buy flows on PMS desk , Dealers expect strong results - 🟒

NOTE : Q1 RESULT TOMORROW

YATRA : Buy flows on large HNI desk , Buzz of some M&A activity soon 🟒

QUALITY POWER ; Buzz of potential fund raise soon at Higher Level 🟒

AZAD ENG , VODA IDEA ; Dealers expect positive brokerage note soon 🟒

MAX HEALTH ; Dealers indicate large FII selling to get over soon 🟒
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DHOOT TRANSMISSION | Q1 FY27 Results πŸ“Š

β€’ Net Profit: β‚Ή133 Cr | ↑39% QoQ | ↑38% YoY

β€’ Revenue: β‚Ή1,446 Cr | ↑13% QoQ | ↑50% YoY

β€’ EBITDA: β‚Ή218 Cr | ↑22% QoQ | ↑29% YoY

β€’ EBITDA Margin: 15.1% vs 14.0% QoQ | 17.5% YoY
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BANK OF INDIA SAYS

Unions To Strike On Sept 11, Sept 28-30; Continuous Strike From October 26 On Various Issues

Branch Operations May Be Hit If Strike Proceeds
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DHOOT TRANSMISSION ANNOUNCES Q1 FY27 RESULTS HIGHLIGHTS

β€’ Consolidated Revenue from Operations for the quarter ended June 30th 2026 was β‚Ή14,464 million, up 49.7% YoY.

β€’ Consolidated EBITDA for the quarter increased 29.0% YoY to β‚Ή2,184 million; EBITDA margin at 15.1%.

β€’ Revenue from EV-related supplies increased 80% YoY and now constitutes 27% of consolidated revenue.

β€’ Profit after tax (PAT) is at Rs 1,32
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CG POWER | FIRST TRANSFORMER ROLLED OUT FROM NEW MPIDC FACILITY ⚑️

β€’ CG Power and Industrial Solutions has rolled out the first transformer from its new greenfield facility at Sehore, Madhya Pradesh.

β€’ The facility is India's largest single-location power transformer manufacturing facility, designed for 220 kV to 1200 kV class power transformers.

β€’ The facility has a capacity to roll out 35 power transformers per month.

β€’ The company had previously announced the establishment of the greenfield transformer business and allocation of land by MPIDC.

β€’ The rollout marks a key milestone in strengthening India's power infrastructure manufacturing capabilities.
MCX -

FPIS IN GOLD SILVER & NON AGRI COMMODITIES IN SEPTEMEBER 2026 ITSELF
MCX

PROPOSAL TO ALLOW FPIS IN COMMODITY DERIVATIVES MAY NOT REQUIRE SEBI BOARD APPROVAL
HDFC SEC NOTE ON SEBI CONSULTATION PAPER ON MCX - NOTE DATED AUGUST 18TH 2026
FPIs account for just ~3% of MCX’s volumes vs ~16% at equity exchanges and are confined to only cash-settled contracts

Allowing FPIs into deliverable contracts will boost bullion and metals options volume.

This along with Index options on bullion and metals can drive the next leg of growth β€” we see ~20-25% premium accretion

ESTIMATE index and metals contracts together could add ~25% to premium and ~20% to PAT over the next two years
Another rangebound day as macro headwinds persist : Dealing Room

Overall flows mixed at FII desk

Select power & gas PSU cos well bid today
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TD POWER : Likely to raise funds soon - CNBC-TV18 🟒
AFFLE 3I ; Selling pressure from a leading domestic MF largely over , All eyes on overseas acquisition : CNBC-TV18 🟒
SEBI APPROVES IPO OF MONOMARK ENGINEERING
SWIGGY BLOCK DEAL ALERT

11.1 cr shares change hands in a block deal

4% equity change hands in a block deal
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SEBI: SIGNS MOU WITH EUROPEAN SECURITIES AND MARKETS AUTHORITY ON COOPERATION AND EXCHANGE OF INFORMATION RELATING TO CENTRAL COUNTERPARTIES
CNBCTV18 SOURCES SAY

Opposition-ruled states likely to raise compensation issue in GST meet

GST Council may automate 90% of ITC refunds

Opposition states like Telangana, Karnataka, Himachal Pradesh, Punjab

Opposition states to push Centre to compensate losses post GST rate cuts

Council likely to take up issues related to inverted duty structure

Council likely to review impact of decisions taken in Sept last year
Bazaar.UpdateπŸ“Š
CNBCTV18 SOURCES SAY Opposition-ruled states likely to raise compensation issue in GST meet GST Council may automate 90% of ITC refunds Opposition states like Telangana, Karnataka, Himachal Pradesh, Punjab Opposition states to push Centre to compensate…
To enable low-risk claims without officer assessment

Council allowed 90% provisional refunds within 7 days

Provisional refunds for exports & inverted-duty claims last year

Decision to ensure working capital flow for businesses

Alert: GST Council to meet on September 12

This will be first meeting after rate rationalisation in Sept 2025
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🚨𝐈𝐧𝐝𝐒𝐚'𝐬 𝐟𝐨𝐫𝐞𝐱 𝐫𝐞𝐬𝐞𝐫𝐯𝐞𝐬 𝐚𝐭 𝐫𝐞𝐜𝐨𝐫𝐝 𝐑𝐒𝐠𝐑!

Fx reserves touch record high of $740.80 Bn as of Aug 28, 2026

Fx reserves rise by $11.48 Bn over the previous week ending Aug 21, led by a sharp increase in Foreign Currency Assets
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INDIA FX RESERVES, USD ACTUAL: 740.80B VS 729.33B PREVIOUS
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CYIENT:

CO STEP-DOWN SUBSIDIARY BLOM AEROFILMS LTD UK DISSOLVED EFFECTIVE SEPTEMBER 1
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REGENCY FINCORP: CO BOARD APPROVES ISSUANCE OF 75,000 SECURED NCDS WORTH β‚Ή75 CRORE ON PRIVATE PLACEMENT BASIS WITH GREEN SHOE OPTION OF β‚Ή50 CRORE
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