💢Asia-Pac stocks are lacklustre following the subdued handover from Wall St where sentiment was clouded by the higher yield environment and mixed data, while participants also reflect on earnings from tech giants Apple and Amazon; ASX 200 (-0.1%), Nikkei 225 (-0.6%), KOSPI (Flat)

💢Stocks Ban In F&O: GNFC, Hindcopper, PEL

💢Earnings Today: Britannia, BHEL, Delhivery, BDL, Aditya Birla Fashion, Alembic Pharma, Century Plyboards, CESC, Dilip Buildcon, Aptech, Axiscades Tech, Binani Ind, Fortis Healthcare, IDFC, Gujarat State Petronet, HUDCO, JK Tyre, JSW Holdings, Edelweiss, IRB InvIT, Gati, Filatex India, Everest Industries, IG Petro, SBI, M&M, Rain Industries, NESCO, MOIL, Mold-Tek Packaging, Kolte-Patil Developers, Nucleus Software, Repco Home, Rane Holdings, Oswal Chemicals, Tata Investment Corporation, Vardhman Textiles, Welspun Corp, TCI Express, Shipping Corp, Tatva Chintan, VST Tillers Tractors, SML Isuzu, TCPL Packaging, Waterbase

💥Sterling and Wilson Renewable: Company wins orders worth INR 826 crore.

💥NBCC (India): Company says awarded work worth 3.01B rupees.

💥KEC International: Company got new orders worth 10.65B rupees.

💥Lupin: Q1 consolidated net profit 4.52B rupees vs. loss 891M (YoY); estimated profit 2.32B | profit 2.36B (QoQ) Q1 revenue 48.1B rupees vs. 37.4B (YoY); 44.3B (QoQ) II Q1 EBITDA 8.56B rupees vs. 2.32B (YoY); estimated 6.44B Q1 EBITDA margin 17.79% vs. 6.21% (YoY); estimated 14.1%.

💥Texmaco Rail & Engineering: Q1 standalone net profit 146M rupees vs. loss 225M (YoY); profit 175M (QoQ) Q1 revenue 6.57B rupees vs. 2.99B (YoY); 8.4B (QoQ) II Q1 EBITDA profit 212M rupees vs. loss 100M (YoY) Q1 EBITDA margin 3.22%.

💥Eicher Motors: Q1 consolidated net profit 9.18B rupees vs. 6.11B (YoY); estimated 8.45B | 9.06B (QoQ) Q1 revenue 39.86B rupees vs. 33.97B (YoY): 38.04B (QoQ) Q1 EBITDA 10.20B rupees vs. 8.3B (YoY); estimated 9.51B Q1 EBITDA margin 25.59% vs. 24.43% (YoY); estimated 24.5%.

💥Cummins India: Q1 standalone net profit 3.16B rupees vs. 1.98B (YoY); estimated 2.91B | 3.2B (QoQ) II Q1 revenue 21.75B rupees vs. 16.56B (YoY); 18.89B (QoQ) Q1 EBITDA 3.42B rupees vs. 2.14B (YoY); estimated 3.16B Q1 EBITDA margin 15.72% vs. 12.68% (YoY); estimated 16.20%.

💥KEC International: Q1 consolidated net profit 423M rupees vs. 310M (YoY); 722M (QoQ) Q1 revenue 42.44B rupees vs. 33.18B (YoY); 55.25B (QoQ) Q1 EBITDA 2.45B rupees vs. 1.68B (YoY) Q1 EBITDA margin 5.77% vs. 5.1% (YoY).

💥Radico Khaitan: Q1 consolidated net profit 683M rupees vs. 620M (YoY); 426M (QoQ) Q1 revenue 40.23B rupees vs. 31.84B (YoY); 33.75B (QoQ) Q1 EBITDA 1.19B rupees vs. 925M (YoY) Q1 EBITDA margin 2.97% vs. 2.91% (YoY).

💥Gulf Oil Lubricants: Q1 standalone net profit 683M rupees 553M (YoY); 622M (QoQ) Q1 revenue 8.12B rupees vs. 7.06B (YoY); 7.92B (QoQ) Q1 EBITDA 928M rupees vs. 850M (YoY) Q1 EBITDA margin 11.43% vs. 12.04% (YoY).

💥Bharti Airtel: Q1 consolidated net profit 16.12B rupees vs. 30.06B (QoQ); 16.06B (YoY) Q1 revenue 374B rupees vs. 360B (QoQ); 328.04B (YoY) Q1 EBITDA 197.46B rupees vs. 188.07B (QoQ); estimated 189.72B Q1 EBITDA margin 52.74% vs. 52.2% (QoQ); estimated 52% Company says Q1 mobile ARPU 200 rupees.

💥Mahanagar Gas: Q1 standalone net profit 3.68B rupees vs. 2.69B (QoQ); 1.85B (YoY) Q1 revenue 16.90B rupees vs. 17.72B (QoQ); 15.93B (YoY) Q1 EBITDA 5.21B rupees vs. 3.89B (QoQ) Q1 EBITDA margin 30.83% vs. 21.95% (QoQ).

💥Torrent Power: Torrent to supply green power for Shapoorji Pallonji's desalination plants Torrent will supply 132 MW solar power to Shapoorji Pallonji & Co for its desalination projects.

💥HatsunAgro Product: Company says chocolate manufacturing unit has started its commercial production.

💥Paytm: Company says average monthly transacting users stood at E for the month of July 2023, up 19% (YoY) II Merchant payment volumes for July 2023 up 39% (YoY) Company says loan distribution business continues to gain scale with disbursements of 51.94B rupees, up 148% (YoY).

💥LIC Housing Finance: Q1 standalone net profit 13.24B rupees vs. 9.25B (YoY); estimated 10.61B | 11.8B (QoQ) Q1 revenue 67.04B rupees vs. 52.50B (YoY); 63.78B (QoQ) Q1 GNPA 4.98% vs. 4.41% (QoQ) Q1 NNPA 2.99% vs. 2.50% (QoQ).

💥Page Industries: Directorate of Revenue Intelligence had initiated inquiry in 2020 on import transactions undertaken by the company || Inquiry for import transactions from financial year 15-16 to FY 20-21

🤝 Happy Friendship Day🌷

https://www.youtube.com/post/UgkxR8SCanU_BkYTyfWmMQcPXASdcJVvwZ4v

💢Asia-Pac markets begin negatively after last Friday's late retreat on Wall St as Apple shares extended on losses post-earnings, while the regional bourses also react to the weaker NFP and firmer-than-expected US hourly earnings: ASX 200 (-0.2%), Nikkei 225 (-0.8%), KOSPI (-0.1%)

💢Stocks Ban In F&O: GNFC, Hindcopper, IndiabullsHsg, PEL

💢Stocks To Watch: IFGL Refractories, Balkrishna Industries, Parag Milk Foods, Zen Tech, Morepen Laboratories, Tata Investment Corp, Ethos, Affle (India), Repco Home Finance, Delhivery, Indraprastha Medical Corp, Force Motors, KRBL, Britannia Industries, TCPL Packaging, Bank of Baroda, Aurobindo Pharma, Shipping Corporation of India, Waterbase, BHEL, Dr. Reddy's Laboratories, G Petrochemicals, Rain Industries

💥IFGL Refractories: Q1 Cons Net Profit 296M Rupees vs. 145.5M (YoY), Q1 Revenue 4.23B Rupees vs. 3.59B (YoY), Q1 EBITDA 560M Rupees vs. 340.4M (YoY), Q1 EBITDA Margin 13.21% vs. 9.47% (YoY)

💥Balkrishna Industries: Q1 Cons Net Profit 3.3B Rupees vs. 3.1B (YoY), Q1 Revenue 21.5B Rupees vs. 26.19B (YoY), Q1 EBITDA 5B Rupees vs. 4.44B (YoY), Q1 EBITDA Margin 23.20% vs. 16.95% (YoY), Company Declares Interim Dividend of 4 Rupees per Share

💥Parag Milk Foods: Q1 Cons Net Profit 214M Rupees vs. 102M (YoY), Q1 Revenue 7.49B Rupees vs. 6.91B (YoY), Q1 EBITDA 403M Rupees vs. 241M (YoY), Q1 EBITDA Margin 5.38% vs. 3.49% (YoY)

💥Zen Tech: Q1 Cons Net Profit 471M Rupees vs. 74.5M (YoY); 202M (QoQ), Q1 Revenue 1,32B Rupees vs. 370.6M (YoY); 958.7M (QoQ), Q1 EBITDA 689M Rupees vs. 108M (YoY), Q1 EBITDA Margin 52.03% vs. 29.12% (YoY)

💥Morepen Laboratories: Q1 Cons Net Profit 146.3M Rupees vs. 56M (YoY); 82.4M (QoQ), Q1 Revenue 4B Rupees vs. 3.02B (YoY); 3.63B (QoQ), Q1 EBITDA 260.8M Rupees vs. 136M (YoY), Q1 EBITDA Margin 6.50% vs. 4.96% (YoY)

💥Tata Investment Corp: Q1 Cons Net Profit 1.47B Rupees vs. 899.4M (YoY); 202.8M (QoQ), Q1 Revenue 1.52B Rupees vs. 1.02B (YoY); 306.7M (QoQ)

💥Ethos: Q1 SL Net Profit 180M Rupees vs. 126M (YoY); 131M (QoQ), Q1 Revenue 2.3B Rupees vs. 1.7B (YoY); 2.1B (QoQ), Q1 EBITDA 338M Rupees vs. 270M (YoY), Q1 EBITDA Margin 14.71% vs. 15.58% (YoY)

💥Affle (India): Q1 Cons Net Profit 661.8M Rupees vs. 545M (YoY), Q1 Revenue 4.06B Rupees vs. 3.47B (YoY), Q1 EBITDA 781M Rupees vs. 679M (YoY), Q1 EBITDA Margin 19.21% vs. 19.55% (YoY)

💥Repco Home Finance: Q1 SL Net Profit 891M Rupees vs. 621M (YoY); 821M (QoQ), Q1 Revenue 3.64B Rupees vs. 3.02B (YoY); 3.4B (QoQ)

💥Delhivery: Q1 Cons Net Loss 895M Rupees vs. Loss 3.9B (YoY); Loss 1.6B (QoQ), Q1 Revenue 19.30B Rupees vs. 17.5B (YoY); 18.6B (QoQ), Q1 EBITDA Loss 131M Rupees vs. Loss 2.5B (YoY)

💥Indraprastha Medical Corp: Q1 SL Net Profit 305M Rupees vs. 203M (YoY); 198M (QoQ), Q1 Revenue 3.068 Rupees vs. 2.63B (YoY); 2.74B (QoQ), Q1 EBITDA 472M Rupees vs. 369M (YoY), Q1 EBITDA Margin 15.43% vs. 14.01% (YoY)

💥Force Motors: July Total Sales 2,564 Units vs. 2,394 Units (MoM)

💥KRBL: Board Meeting on Aug 10 to Consider Buyback of Shares of Co.

💥Britannia Industries: Q1 Cons Net Profit 4.58B Rupees vs. 3.4B (YoY); 5.59B (QoQ), Q1 Revenue 40.11B Rupees vs. 37B (YoY); 40.23B (QoQ), Q1 EBITDA 6.89B Rupees vs. 5B (YoY), Q1 EBITDA Margin 17.18% vs. 13.71% (YoY)

💥TCPL Packaging: Q1 Cons Net Profit 238M Rupees vs. 227M (YoY); 243M (QoQ), Q1 Revenue 3.64B Rupees vs. 3.27B (YoY); 3.83B (QoQ), Q1 EBITDA 614M Rupees vs. 533M (YoY), Q1 EBITDA Margin 16.87% vs. 16.36% (YoY)

💥Bank of Baroda: Q1 SL Net Profit 40.7B Rupees vs. 21.68B (YoY); 47.7B (QoQ), Q1 Revenue 265.5B Rupees vs. 189B (YoY); 258.57B (QoQ), Q1 GNPA 3.51% vs. 3.79% (QoQ), NNPA 0.78% vs. 0.89% (QoQ), Q1 NII 109.9B Rupees vs. 115.25B Rupees, Q1 Provisions and Contingencies 19.46B Rupees vs. 14.20B (QoQ)

💥Aurobindo Pharma: Co Says US FDA Completed Pre-Approval Inspection at Co's Formulation Manufacturing Facility at Telangana with Zero Observations

💥Shipping Corporation of India: Q1 Cons Net Profit 1.72B Rupees vs. 1.09B (YoY); 3.8B (QoQ), Q1 Revenue 12B Rupees vs. 14.62B (YoY); 14.2B (QoQ), Q1 EBITDA 3.63B Rupees vs. 2.99B (YoY), Q1 EBITDA Margin 30.24% vs. 20.44% (YoY)

💥Waterbase: Co Says Chairman Vikramaditya Mohan Thapar Resigns

💥BHEL: Q1 SL Net Loss 3.52B Rupees vs. Loss 1.92B (YoY); Profit 5.98B (QoQ), Q1 Revenue 50.03B Rupees vs. 46.7B (YoY); 82.27B (QoQ), Q1 EBITDA Loss 3.63B Rupees vs. Loss 1.7B (YoY)

💥Dr. Reddy's Laboratories: Co Has Received Establishment Inspection Report after USFDA Inspection at API Manufacturing Facility; Agency Has Classified Inspection as Voluntary Action Indicated

💥IG Petrochemicals: Q1 SL Net Profit 357M Rupees vs. 813M (YoY); 382M (QoQ), Q1 Revenue 5.55B Rupees vs. 6.60B (YoY); 6.05B (QoQ), Q1 EBITDA 592M Rupees vs. 1.20B (YoY), Q1 EBITDA Margin 10.66% vs. 18.15% (YoY)