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.
❤1
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
❤1
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.
FREDUN PHARMACEUTICALS : LAUNCHES ‘PAWTALKS’ PLATFORM FOR PET & ANIMAL HEALTHCARE 🐾
• Fredun Group launched PAWTALKS, a dedicated knowledge and conversation platform focused on pet and animal healthcare.
• Platform will connect veterinary experts, researchers, pet parents, animal welfare advocates and industry leaders.
• Content will cover veterinary healthcare, diagnostics, nutrition, behaviour, emerging technologies and animal welfare.
• Initially launching on YouTube and Instagram with expert conversations, educational videos, myth-vs-fact content and community engagement.
• Initiative aims to build an informed pet-care ecosystem and strengthen engagement with the rapidly growing pet healthcare community.
• Fredun Group launched PAWTALKS, a dedicated knowledge and conversation platform focused on pet and animal healthcare.
• Platform will connect veterinary experts, researchers, pet parents, animal welfare advocates and industry leaders.
• Content will cover veterinary healthcare, diagnostics, nutrition, behaviour, emerging technologies and animal welfare.
• Initially launching on YouTube and Instagram with expert conversations, educational videos, myth-vs-fact content and community engagement.
• Initiative aims to build an informed pet-care ecosystem and strengthen engagement with the rapidly growing pet healthcare community.
ESDS SOFTWARE, PIYUSH SOMANI SAYS
Growth Opportunities For The Sector Are Pretty Huge, As Witnessed Globally
Orders Are Still Coming Through, Unsure About The Exact Numbers yet
Will Deliver Numbers As We Deliver Al Factories To Our Customers
Not Committing To Any Number Here, Markets Are Quite Unforgiving
Expect Some Order Updates By Q4 Of This Fiscal Year
Aspire To Cross ₹400-700 Cr Of PAT Over FY27-28, Have A Funnel Of $14 Bn
Growth Opportunities For The Sector Are Pretty Huge, As Witnessed Globally
Orders Are Still Coming Through, Unsure About The Exact Numbers yet
Will Deliver Numbers As We Deliver Al Factories To Our Customers
Not Committing To Any Number Here, Markets Are Quite Unforgiving
Expect Some Order Updates By Q4 Of This Fiscal Year
Aspire To Cross ₹400-700 Cr Of PAT Over FY27-28, Have A Funnel Of $14 Bn
❤1
GREENPANEL INDUSTRIES
Bandhan MF acquires 4.50 lakh shares (0.367% Equity) on September 1 via Open Market
Bandhan MF hikes its stake from 7.1468% to 7.5138% on September 1
Bandhan MF increases its stake in co from 5.1508% to 7.5138% between April 19, 2024 to September 1, 2026
Bandhan MF acquires 4.50 lakh shares (0.367% Equity) on September 1 via Open Market
Bandhan MF hikes its stake from 7.1468% to 7.5138% on September 1
Bandhan MF increases its stake in co from 5.1508% to 7.5138% between April 19, 2024 to September 1, 2026
❤2
B.R. GOYAL INFRASTRUCTURE : WINS ₹108.68 CR NHAI TOLL COLLECTION ORDER 🚧
• Received Letter of Award (LOA) from NHAI for engagement as user fee collection agency through competitive bidding.
• Order pertains to Chillakallu Toll Plaza (Km. 205.025) on the Hyderabad–Vijayawada section of NH65.
• Project covers the 4/6-laning of Hyderabad–Vijayawada section of NH65 (Old NH-9) from Km. 40+000 to Km. 221+500 on DBFOT basis across Telangana & Andhra Pradesh.
• Order value: ₹108.68 crore.
• Execution period: 1 year.
• Order awarded by a domestic entity – NHAI.
• No interest of the promoter/promoter group or group companies in the awarding entity.
• Received Letter of Award (LOA) from NHAI for engagement as user fee collection agency through competitive bidding.
• Order pertains to Chillakallu Toll Plaza (Km. 205.025) on the Hyderabad–Vijayawada section of NH65.
• Project covers the 4/6-laning of Hyderabad–Vijayawada section of NH65 (Old NH-9) from Km. 40+000 to Km. 221+500 on DBFOT basis across Telangana & Andhra Pradesh.
• Order value: ₹108.68 crore.
• Execution period: 1 year.
• Order awarded by a domestic entity – NHAI.
• No interest of the promoter/promoter group or group companies in the awarding entity.
SWIGGY - Rebalancing Alert
Today SWIGGY likely to see SELLING of 13 crore shares worth more than Rs 3250 crores in last few mins of trade
SWIGGY rebalancing is due to weight cut on headroom changes that were announced earlier
Today SWIGGY likely to see SELLING of 13 crore shares worth more than Rs 3250 crores in last few mins of trade
SWIGGY rebalancing is due to weight cut on headroom changes that were announced earlier
UNITED BREWERIES, VIVKEK GUPTA SAYS
India's Beer Market Remains Underpenetrated
25 Million Consumers Enter Legal Drinking Age Every Year
Aim For Double-Digit Net Sales Growth
Aim To Take Revenue Share Of Premium Beer To 20% From 10-11%
Kingfisher Smooth Clocks 86%+ Repeat Purchase Rate In Testing
Premium Gross Margin Expands 1,000+ Bps
India's Beer Market Remains Underpenetrated
25 Million Consumers Enter Legal Drinking Age Every Year
Aim For Double-Digit Net Sales Growth
Aim To Take Revenue Share Of Premium Beer To 20% From 10-11%
Kingfisher Smooth Clocks 86%+ Repeat Purchase Rate In Testing
Premium Gross Margin Expands 1,000+ Bps