Semicon India 2026 gets heavy foreign interest, including Chinese, US firms
Strong participation expected from Korean, Taiwanese, Japanese, European and US chip firms
Chinese firms may participate for the first time, though they are unlikely to exhibit
Govt sees European, US chip equipment manufacturing shifting to India in the short term
Semicon India, held soon after BRICS, to see 240+ international companies
Strong participation expected from Korean, Taiwanese, Japanese, European and US chip firms
Chinese firms may participate for the first time, though they are unlikely to exhibit
Govt sees European, US chip equipment manufacturing shifting to India in the short term
Semicon India, held soon after BRICS, to see 240+ international companies
CourtCorner | #IIFLHomeFin case
👉Bombay HC Grants Protection To Co From Action By Tax Authorities
👉Tax Dept Won’t Take Coercive Action Under Aug 23 Assessment Order
👉#BombayHC To Next Hear The Case On October 5
👉Bombay HC Grants Protection To Co From Action By Tax Authorities
👉Tax Dept Won’t Take Coercive Action Under Aug 23 Assessment Order
👉#BombayHC To Next Hear The Case On October 5
COFORGE: LAUNCHES AI LAUNCHPAD FOR ENTERPRISES
• Introduced Coforge AI Launchpad, an open-weight AI ecosystem for enterprises
• Enables businesses to build, fine-tune, deploy & operate AI stacks in controlled environments
• Supports workload routing across open-weight & frontier models based on business, regulatory, performance & cost needs
• Helps maintain data sovereignty, IP ownership & control over AI environments
• Powered by Coforge Nuuron with integrated platform & managed services
• Already being implemented across U.S. clinical healthcare & major U.S. banking clients
• Introduced Coforge AI Launchpad, an open-weight AI ecosystem for enterprises
• Enables businesses to build, fine-tune, deploy & operate AI stacks in controlled environments
• Supports workload routing across open-weight & frontier models based on business, regulatory, performance & cost needs
• Helps maintain data sovereignty, IP ownership & control over AI environments
• Powered by Coforge Nuuron with integrated platform & managed services
• Already being implemented across U.S. clinical healthcare & major U.S. banking clients
❤3
KFINTECH: LAUNCHES AI-POWERED ARYA PLATFORM FOR MUTUAL FUND SERVICING
• ARYA enables investors, distributors and AMC teams to move from enquiry to transaction execution through natural-language conversations.
• Follows an AI-driven “Ask → Understand → Analyse → Act” workflow.
• Deterministic compliance engine ensures OTP verification, PAN masking and eligibility checks before execution.
• Currently in live testing for lump-sum purchases and SIP registrations.
• Roadmap includes redemption, fund switching, STP and SWP transactions.
• Direct integration with KFintech-serviced AMC systems enables real-time auditability and data integrity.
• ARYA enables investors, distributors and AMC teams to move from enquiry to transaction execution through natural-language conversations.
• Follows an AI-driven “Ask → Understand → Analyse → Act” workflow.
• Deterministic compliance engine ensures OTP verification, PAN masking and eligibility checks before execution.
• Currently in live testing for lump-sum purchases and SIP registrations.
• Roadmap includes redemption, fund switching, STP and SWP transactions.
• Direct integration with KFintech-serviced AMC systems enables real-time auditability and data integrity.
❤3
🎂 A Quick Update!
Tomorrow is my birthday, so I’ll be a little out of station and won’t be able to share posts or updates on WhatsApp.
📲 For regular updates, market insights & important posts, make sure you join our main Telegram channel.
Link - https://t.me/+czSFJ_LPaMIwMmY1
👉 Don’t miss the updates — Join Telegram today! 🚀
Thank you for your love and support! ❤️
Tomorrow is my birthday, so I’ll be a little out of station and won’t be able to share posts or updates on WhatsApp.
📲 For regular updates, market insights & important posts, make sure you join our main Telegram channel.
Link - https://t.me/+czSFJ_LPaMIwMmY1
👉 Don’t miss the updates — Join Telegram today! 🚀
Thank you for your love and support! ❤️
🎉25🍾6❤1
TRADERS ADDA
🎂 A Quick Update! Tomorrow is my birthday, so I’ll be a little out of station and won’t be able to share posts or updates on WhatsApp. 📲 For regular updates, market insights & important posts, make sure you join our main Telegram channel. Link - https:…
If you haven’t joined the Telegram channel yet, make sure to join it now! I’m leaving for my flight, so I won’t be able to provide any updates for a while.
PMModi’s Message To #SIAM:
⏩#Automobile Sector Is Well Placed To Expand Its Global Presence
⏩Govt Initiatives Including #PLI & ‘#MakeInIndia’ Strengthening Mfg Capabilities
⏩Rapid Expansion Of Charging Infra Driving #EV Adoption And Innovation
⏩Better Connectivity & Efficient Logistics Making Indian Mfg More Competitive
⏩SIAM Urged To Play An Important Role In Shaping India’s Next-Gen Mobility Ecosystem
⏩Confident That Industry's Collective Vision & Collaborative Spirit Will Help Build A Dynamic, Sustainable Mobility Future
⏩#Automobile Sector Is Well Placed To Expand Its Global Presence
⏩Govt Initiatives Including #PLI & ‘#MakeInIndia’ Strengthening Mfg Capabilities
⏩Rapid Expansion Of Charging Infra Driving #EV Adoption And Innovation
⏩Better Connectivity & Efficient Logistics Making Indian Mfg More Competitive
⏩SIAM Urged To Play An Important Role In Shaping India’s Next-Gen Mobility Ecosystem
⏩Confident That Industry's Collective Vision & Collaborative Spirit Will Help Build A Dynamic, Sustainable Mobility Future
❤3
ACTION FOR THE DAY
Block Deal-Gland Pharma
Buyback Record Date-PVR
Fund Raising-Prime Focus, Vintage Coffee
IPO Listings- ESDS Software, Priority Jewels
Special Dividend-Federal Mogul
Lockin Expiry-Anlon Healthcare
Re-Organization Scheme Effect-HEG
AGM-Leela Palaces, Aequs
US August Non-Farm Payroll Data
US Unemployment Rate
Block Deal-Gland Pharma
Buyback Record Date-PVR
Fund Raising-Prime Focus, Vintage Coffee
IPO Listings- ESDS Software, Priority Jewels
Special Dividend-Federal Mogul
Lockin Expiry-Anlon Healthcare
Re-Organization Scheme Effect-HEG
AGM-Leela Palaces, Aequs
US August Non-Farm Payroll Data
US Unemployment Rate
INDIAN ENERGY EXCHANGE : AUGUST BIZ UPDATE ⚡
RECORD MONTHLY ELECTRICITY VOLUME OF 13.94 BU, UP 20.2% YoY
• Highest-ever monthly electricity traded volume at 13,938 MU (13.94 BU), up 20.2% YoY.
• Day-Ahead Market volume: +15.0% YoY to 5,517 MU.
• Real-Time Market volume: +10.6% YoY to 5,565 MU.
• Day-Ahead Contingency & Term-Ahead Market volume: +111.3% YoY to 1,765 MU.
• Green Market volume: +17.3% YoY to 1,091 MU.
• Renewable Energy Certificates traded: -86.6% YoY to 2.91 lakh due to lower participation.
• India’s electricity consumption: +12.85% YoY to 169.01 BU in August.
Impact: 🟢 Positive
Record electricity volumes and strong growth across major market segments support transaction-led revenue growth, despite weakness in REC volumes.
RECORD MONTHLY ELECTRICITY VOLUME OF 13.94 BU, UP 20.2% YoY
• Highest-ever monthly electricity traded volume at 13,938 MU (13.94 BU), up 20.2% YoY.
• Day-Ahead Market volume: +15.0% YoY to 5,517 MU.
• Real-Time Market volume: +10.6% YoY to 5,565 MU.
• Day-Ahead Contingency & Term-Ahead Market volume: +111.3% YoY to 1,765 MU.
• Green Market volume: +17.3% YoY to 1,091 MU.
• Renewable Energy Certificates traded: -86.6% YoY to 2.91 lakh due to lower participation.
• India’s electricity consumption: +12.85% YoY to 169.01 BU in August.
Impact: 🟢 Positive
Record electricity volumes and strong growth across major market segments support transaction-led revenue growth, despite weakness in REC volumes.
❤1
RVNL : EMERGES L1 BIDDER FOR ₹404.88 CR EAST COAST RAILWAY PROJECT 🚆
• RVNL emerged as the Lowest Bidder (L1) for a project awarded by East Coast Railway.
• Project value: Approximately ₹404.88 crore.
• Scope includes roadbed works, minor & major bridges, RUBs/LHS, building works, ballast supply and track linking.
• Also includes utility shifting, S&T and electrification works, power supply arrangements and modification of HT/LT lines.
• Project relates to the 3rd line between Nergundi–Barang and the Khurda Road–Vizianagaram section.
• Project completion timeline: 30 months.
• RVNL emerged as the Lowest Bidder (L1) for a project awarded by East Coast Railway.
• Project value: Approximately ₹404.88 crore.
• Scope includes roadbed works, minor & major bridges, RUBs/LHS, building works, ballast supply and track linking.
• Also includes utility shifting, S&T and electrification works, power supply arrangements and modification of HT/LT lines.
• Project relates to the 3rd line between Nergundi–Barang and the Khurda Road–Vizianagaram section.
• Project completion timeline: 30 months.
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AngelOne Aug Biz Update:
👉Gross Client Acquisition Up 19.9% MoM & Up 3.8% YoY At 0.57 m
👉Client Base Up 1.4% MoM & 17.8% YoY At 39.56 m
👉Number Of Orders Down 18.7% MoM & Down 0.3% YoY At 109.50 m
👉Avg Daily Orders Down 11% MoM & down 9.8% YoY At 5.21 m
👉F&O ADTO (Notional Turnover) Down 18.2% MoM & Down 13.8% YoY At ₹38.35 Lk Cr
👉Cash Turnover Market Share Down 8 bps MoM & Down 158 bps YoY
👉Gross Client Acquisition Up 19.9% MoM & Up 3.8% YoY At 0.57 m
👉Client Base Up 1.4% MoM & 17.8% YoY At 39.56 m
👉Number Of Orders Down 18.7% MoM & Down 0.3% YoY At 109.50 m
👉Avg Daily Orders Down 11% MoM & down 9.8% YoY At 5.21 m
👉F&O ADTO (Notional Turnover) Down 18.2% MoM & Down 13.8% YoY At ₹38.35 Lk Cr
👉Cash Turnover Market Share Down 8 bps MoM & Down 158 bps YoY
📌 BROKERAGE ACTIONS TO WATCH
🟢 Sterlite Technologies — Nuvama BUY | TP ₹1,100 ⬆️
🟢 Tata Power — Nuvama HOLD → BUY | TP ₹421
🟢 Wakefit Innovations — Nomura NEW BUY | TP ₹200
🟢 Adani Power — Motilal Oswal NEW BUY | TP ₹250
🟢 Sterlite Technologies — Nuvama BUY | TP ₹1,100 ⬆️
🟢 Tata Power — Nuvama HOLD → BUY | TP ₹421
🟢 Wakefit Innovations — Nomura NEW BUY | TP ₹200
🟢 Adani Power — Motilal Oswal NEW BUY | TP ₹250
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NHC FOODS:
CO TO CONSIDER A PROPOSAL OF FUND RAISING BY ISSUE OF EQUITY SHARES/ CONVERTIBLE WARRANT, ON SEPT 9
CO TO CONSIDER A PROPOSAL OF FUND RAISING BY ISSUE OF EQUITY SHARES/ CONVERTIBLE WARRANT, ON SEPT 9
AJC JEWEL:
CO. MANUFACTURERS TO ACQUIRE 80% STAKE IN UAE JEWELLERY BUSINESS, CONSOLIDATING INTERNATIONAL OPERATIONS
CO. MANUFACTURERS TO ACQUIRE 80% STAKE IN UAE JEWELLERY BUSINESS, CONSOLIDATING INTERNATIONAL OPERATIONS
BLOCK DEAL ALERT | GLAND PHARMA : 75 lakh shares, or 4.5% equity, change hands in a block deal
DECCAN GOLD MINES : ASSOCIATE COMPANY RENAMED TO THRIVENI LLOYDS SWARNAGIRI 🏭
• Geomysore Services India Pvt Ltd, an associate company of Deccan Gold Mines, has been renamed Thriveni Lloyds Swarnagiri Private Limited.
• Name change effective from September 1, 2026.
• Deccan Gold Mines’ equity participation in the associate company remains unchanged at 26%.
• All future references to Geomysore Services India Pvt Ltd will be read as Thriveni Lloyds Swarnagiri Private Limited.
Impact: ⚖️ Neutral
Only a change in the associate company’s name; ownership stake remains unchanged.
• Geomysore Services India Pvt Ltd, an associate company of Deccan Gold Mines, has been renamed Thriveni Lloyds Swarnagiri Private Limited.
• Name change effective from September 1, 2026.
• Deccan Gold Mines’ equity participation in the associate company remains unchanged at 26%.
• All future references to Geomysore Services India Pvt Ltd will be read as Thriveni Lloyds Swarnagiri Private Limited.
Impact: ⚖️ Neutral
Only a change in the associate company’s name; ownership stake remains unchanged.
❤2👍1
BLOCK DEAL ALERT | PHYSICSWALLAH: 41.4 lakh shares change hands in a block deal
RAMNEEK SEHGAL OF CEIGALL INDIA
Will Get Annuity Income For The Next 35 Years From RECPDCL Project
Order Inflow Guidance For FY27 At ₹6,000 Cr, Achieved In 5 Months, Will Be Higher
Look Forward To More Renewable Energy Projects Going Forward
Have Revenue Growth Guidance Of 15%, Will Try To Beat Topline Guidance
Have A Monthly Deployment Target Of 30 MW
Will Get Annuity Income For The Next 35 Years From RECPDCL Project
Order Inflow Guidance For FY27 At ₹6,000 Cr, Achieved In 5 Months, Will Be Higher
Look Forward To More Renewable Energy Projects Going Forward
Have Revenue Growth Guidance Of 15%, Will Try To Beat Topline Guidance
Have A Monthly Deployment Target Of 30 MW
ESDS SOFTWARE SOLUTION IPO LISTED AT ₹757.00 ( INCLUDES 76.46% PREMIUM ) AGAINST THE OFFER PRICE OF ₹429.00
PEOPLE WHO GOT ALLOTMENT CAN EXIT AT CMP OR HOLD WITH THE SL OF ₹730.00 FOR 3-5 YEARS
PEOPLE WHO GOT ALLOTMENT CAN EXIT AT CMP OR HOLD WITH THE SL OF ₹730.00 FOR 3-5 YEARS
PRIORITY JEWELS IPO LISTED AT ₹230.00 ( INCLUDES 15.00% PREMIUM ) AGAINST THE OFFER PRICE OF ₹200.00
PEOPLE WHO GOT ALLOTMENT CAN EXIT AT CMP OR HOLD WITH THE SL OF ₹220.00 FOR 3-5 YEARS
PEOPLE WHO GOT ALLOTMENT CAN EXIT AT CMP OR HOLD WITH THE SL OF ₹220.00 FOR 3-5 YEARS
GMDC : INTIMATION OF PROBABLE DATA BREACH INCIDENT 🔐
• Company received intimation from CERT-In regarding a probable data breach pertaining to the company.
• Company has activated its cyber security incident response, verification and investigation mechanism.
• Internal and external cyber security experts have been engaged to assess the nature, scope and impact of the incident.
• Probable breach has not affected core operations and systems, which remain fully functional.
• Company received intimation from CERT-In regarding a probable data breach pertaining to the company.
• Company has activated its cyber security incident response, verification and investigation mechanism.
• Internal and external cyber security experts have been engaged to assess the nature, scope and impact of the incident.
• Probable breach has not affected core operations and systems, which remain fully functional.