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
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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
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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
LEAP INDIA TO NDTVProfit
(KYC)
Topline Keep Growing At 20-25% In Long-Term
Strong Client Additions Ahead Of Festive Season
PAT To Go Up Multiple Times Ahead
Data Cross-Selling-Key Monetizable Triggers
CPEH India Integration Almost Complete
Already Started With Data Services With Auto Client
Lower Depreciation To Aid PAT Numbers In Future
Cautiously Optimistic Due To Middle East Concerns
(KYC)
Topline Keep Growing At 20-25% In Long-Term
Strong Client Additions Ahead Of Festive Season
PAT To Go Up Multiple Times Ahead
Data Cross-Selling-Key Monetizable Triggers
CPEH India Integration Almost Complete
Already Started With Data Services With Auto Client
Lower Depreciation To Aid PAT Numbers In Future
Cautiously Optimistic Due To Middle East Concerns
RAGHAV PRODUCTIVITY ENHANCERS : FORMS JV WITH TRL KROSAKI 🏭
• RPEL to set up a 3.5 lakh MTPA silica ramming mass plant in Odisha.
• Initial investment estimated at ~₹100 crore, funded through debt & equity.
• RPEL to hold 80% stake; TRL Krosaki Refractories to hold 20%.
• Odisha location provides access to the largest demand cluster in East India.
• RPEL brings patented manufacturing technology, customer base and R&D capabilities.
• TRLK brings refractory technology, quartzite reserves, East India customer base and global business network.
• Long-term raw material supply agreement to secure quartzite requirements.
• RPEL to set up a 3.5 lakh MTPA silica ramming mass plant in Odisha.
• Initial investment estimated at ~₹100 crore, funded through debt & equity.
• RPEL to hold 80% stake; TRL Krosaki Refractories to hold 20%.
• Odisha location provides access to the largest demand cluster in East India.
• RPEL brings patented manufacturing technology, customer base and R&D capabilities.
• TRLK brings refractory technology, quartzite reserves, East India customer base and global business network.
• Long-term raw material supply agreement to secure quartzite requirements.
KM Birla is taking the wires & cables industry head-on.
UltraTech Cement launched its W&C brand, Ultravolt with a goal to become one of the top 2 players in 5 yrs.
₹1,800 cr capex laid out so far.
The incumbents KEI, Polycab, Havells & RR Kabel—have collectively lost ₹15,000 cr in market cap today.
Street fears that Competition is heating up ⚡
UltraTech Cement launched its W&C brand, Ultravolt with a goal to become one of the top 2 players in 5 yrs.
₹1,800 cr capex laid out so far.
The incumbents KEI, Polycab, Havells & RR Kabel—have collectively lost ₹15,000 cr in market cap today.
Street fears that Competition is heating up ⚡
ALPEX SOLAR : TO INAUGURATE 2.2 GW SOLAR CELL PLANT ☀️
• Alpex Solar will inaugurate its 2.2 GW G12R TOPCon solar cell manufacturing plant.
• Plant located at Kosi Kotwan, Mathura, Uttar Pradesh.
• Inauguration scheduled for September 16, 2026.
• New facility will significantly expand the company’s solar cell manufacturing capacity.
• Alpex Solar will inaugurate its 2.2 GW G12R TOPCon solar cell manufacturing plant.
• Plant located at Kosi Kotwan, Mathura, Uttar Pradesh.
• Inauguration scheduled for September 16, 2026.
• New facility will significantly expand the company’s solar cell manufacturing capacity.
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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.
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.
OLA ELECTRIC : LAUNCHES DEALER-OPERATED STORES ACROSS INDIA 🛵
• First dealer-operated stores now live across Rajasthan, Tamil Nadu, Maharashtra, Bihar, Telangana, Uttar Pradesh & Madhya Pradesh.
• Company plans to establish 500+ dealerships over the next couple of quarters.
• Strategic shift from company-owned retail to a dealer-led sales & service network.
• Dealer network was opened to partners on August 6, five years after Ola’s scooter launch.
• S1Z range, starting at ₹79,999, will be a key offering through the new network.
• Existing company-owned stores to be repurposed as brand experience centres.
Impact: Positive
Dealer-led expansion can improve Ola Electric’s market reach, customer accessibility and sales penetration across India.
• First dealer-operated stores now live across Rajasthan, Tamil Nadu, Maharashtra, Bihar, Telangana, Uttar Pradesh & Madhya Pradesh.
• Company plans to establish 500+ dealerships over the next couple of quarters.
• Strategic shift from company-owned retail to a dealer-led sales & service network.
• Dealer network was opened to partners on August 6, five years after Ola’s scooter launch.
• S1Z range, starting at ₹79,999, will be a key offering through the new network.
• Existing company-owned stores to be repurposed as brand experience centres.
Impact: Positive
Dealer-led expansion can improve Ola Electric’s market reach, customer accessibility and sales penetration across India.
Nuvama note on Swiggy: Passive Selling Day Is Here, Is the Overhang Finally Behind?
Event Today: Passive selling worth an estimated $360 mn takes place
Nuvama says a significant part of the technical selling overhang is likely to get absorbed, potentially removing a key near-term pressure on the stock.
- Sees asymmetric risk-reward, with current valuations assigning limited value to Instamart’s long-term potential.
💭 Fundamental thoughts
- Instamart is effectively being valued as a free call option.
- Even modest improvements in network economics and execution could drive a meaningful re-rating.
- Path to profitability hinges on scaling overall business volumes 2.5–3x over the next 5 years, while tightly controlling fixed-cost growth.
-Management targets ₹30/order Contribution Margin expansion
Event Today: Passive selling worth an estimated $360 mn takes place
Nuvama says a significant part of the technical selling overhang is likely to get absorbed, potentially removing a key near-term pressure on the stock.
- Sees asymmetric risk-reward, with current valuations assigning limited value to Instamart’s long-term potential.
💭 Fundamental thoughts
- Instamart is effectively being valued as a free call option.
- Even modest improvements in network economics and execution could drive a meaningful re-rating.
- Path to profitability hinges on scaling overall business volumes 2.5–3x over the next 5 years, while tightly controlling fixed-cost growth.
-Management targets ₹30/order Contribution Margin expansion
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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.
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.
DHOOT TRANSMISSION | Q1 FY27 Results 📊
• Net Profit: ₹133 Cr | ↑39% QoQ | ↑38% YoY
• Revenue: ₹1,446 Cr | ↑13% QoQ | ↑50% YoY
• EBITDA: ₹218 Cr | ↑22% QoQ | ↑29% YoY
• EBITDA Margin: 15.1% vs 14.0% QoQ | 17.5% YoY
• Net Profit: ₹133 Cr | ↑39% QoQ | ↑38% YoY
• Revenue: ₹1,446 Cr | ↑13% QoQ | ↑50% YoY
• EBITDA: ₹218 Cr | ↑22% QoQ | ↑29% YoY
• EBITDA Margin: 15.1% vs 14.0% QoQ | 17.5% YoY
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CG POWER | FIRST TRANSFORMER ROLLED OUT FROM NEW MPIDC FACILITY ⚡
• CG Power and Industrial Solutions has rolled out the first transformer from its new greenfield facility at Sehore, Madhya Pradesh.
• The facility is India's largest single-location power transformer manufacturing facility, designed for 220 kV to 1200 kV class power transformers.
• The facility has a capacity to roll out 35 power transformers per month.
• The company had previously announced the establishment of the greenfield transformer business and allocation of land by MPIDC.
• The rollout marks a key milestone in strengthening India's power infrastructure manufacturing capabilities.
• CG Power and Industrial Solutions has rolled out the first transformer from its new greenfield facility at Sehore, Madhya Pradesh.
• The facility is India's largest single-location power transformer manufacturing facility, designed for 220 kV to 1200 kV class power transformers.
• The facility has a capacity to roll out 35 power transformers per month.
• The company had previously announced the establishment of the greenfield transformer business and allocation of land by MPIDC.
• The rollout marks a key milestone in strengthening India's power infrastructure manufacturing capabilities.
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