💢Asia-Pac stocks begin mixed following the post-CPI dovish unwind stateside and with Japanese markets shut for Mountain Day; ASX 200 (-0.1%), KOSPI (+0.5%)

💢Stocks Ban In F&O: Balrampur Chini, Can Fin Homes, Chambal Fert, Delta Corp, Granules, Hind Copper, Indibulls Hsg. Manappuram, Zeel

💢Stocks To Watch: SJVN, Ideaforge Technology, Vikas Ecotech, Adani Enterprises, Genus Power Infrastructures, Himatsingka Seide, Sanofi India, NBCC (India), Orchid Pharma, GMM Pfaudler, Health, Mazagon Dock Shipbuilders. Honeywell Automation, MBL Infrastructure, Gujarat Mineral Development Corp, Torrent Power, Kirloskar Oil Engines, Apollo Tyres, LIC, Embassy Office Parks REIT, Alembic, Hero Motocorp, HCL Tech, SAIL, Endurance Tech, Biocon, Suryoday Small Finance Bank, ESAB India, Star Health and Allied Insurance

💢Earnings Today: ABB India, Apollo Hospitals, Abans Holdings, Antony Waste, BEML, Bombay Burmah Trading, Camlin Fine, BF Utilities, Capacite Infra, Atul Auto, Bodal Chemicals, BGR Energy, BPL. Bodhi Tree, Bal Pharma, City Union Bank, Cochin Shipyard, DB Realty, FSN E-Commerce Ventures Nykaa, Elgi Equipments, Galaxy Surfactants, Electronics Mart India, Federal Mogul Goetze, Gallantt Ispat, GE Power India, Excel Industries, Dredging Corp, Eros Intl, Fiberweb India, HAL. Glenmark Pharma, Godrej Ind, HEG, IFCI, Gufic Bio, Hi-Tech Pipes, GVK Power & Infra, Indiabulls Enterprises, Jindal Steel & Power, IRFC, Info Edge India, ITI, Jindal Saw, Kalpataru Projects, ISGEC Heavy, Jamna Auto, Jai Corp, KPI Green Energy, Kiri Industries, Kitex Garments, Muthoot Finance, NHPC. New India Assurance. NALCO, Marksans Pharma, MSTC, Mukand,MTNL, NCL Ind, Max India, Liberty Shoes, Mangalam Organics, Megasoft, Loyal Textiles Mills, ONGC, Power Finance Corp,
Patanjali Foods, NMDC, Pfizer, PNC Infratech,Prime Focus, Orissa Minerals, NRB Bearings,NIIT, Raymond, Rashtriya Chemicals, Reliance
Infra, Rupa and Co, Ramco Industries, Rico Auto,Roto Pumps, Raj Oil Mills, Sun TV Network, Shree Renuka Sugars, Surya Roshni, Sunflag Iron, TCNS Clothing Co, TARC, Tamil Nadu Newsprint, Shakti Pumps, Shalimar Paints, Voltas, Timken India, Vinati Organics, TTK Prestige, Tega Industries,Technocraft Industries (India), Va Tech Wabag,Tide Water Oil, Uttam Sugar Mills, TV Today Network, Tourism Finance, The Investment Trust of India, Trigyn Tech, Zydus Lifesciences, Wonderla Holidays

💥SJVN: CO Unit Bagged Full Quoted Capacity of 90 MW (Unit-B) Floating Solar Project Tentative Cost at 6.10B Rupees CO Unit SJVN Green Energy Inked Two MOUS with ONGC and Sambhar Salts

💥Ideaforge Technology: CO Gets Order Worth About 880.6M Rupees

💥Vikas Ecotech: CO Says Bagged Orders Valued More Than 500M Rupees Orders for Specialty Polymer Compounds and Polymer Additives

💥Adani Enterprises: CO Says On Report CO Weighing Exit of $6B Wilmar Venture, Says There Is No Such Event as of Now CO Says On Report of Wilmar Exit, Says There Is No Such Event as of Now Which Requires Any Disclosure

💥Genus Power Infrastructures Q1 SL Net Profit 192M Rupees Vs 6M (YoY); 125M (QoQ) Q1 Revenue 2.6B Rupees Vs 1.9B (YoY); 2B (QoQ) Q1 EBITDA 286M Rupees Vs 143M (YoY) II Q1 EBITDA Margin 10.94% Vs 7.65% (YoY)

💥Himatsingka Seide: Q1 Cons Net Profit 292M Rupees Vs Loss 547M (YoY): 223M (QoQ) Q1 Revenue 6.8B Rupees Vs 6.38B (YoY); 6.90B (QoQ) Q1 EBITDA 1.48B Rupees Vs 108M (YoY) Q1 EBITDA Margin 21.65% Vs 1.7% (YoY)

💥Sanofi India: Q1 SL Net Profit 1.23B Rupees Vs 1.2B (YoY); 1.9B (QoQ) Q1 Revenue 7.06B Rupees Vs 6.99B (YoY); 7.4B (QoQ) II Q1 EBITDA 1.78B Rupees Vs 1.61B (YoY) Q1 EBITDA Margin 25.24% Vs 23.04% (YoY)

💥NBCC (India): Q1 Cons Net Profit 774M Rupees Vs Loss 62.9M (YoY); 1.08B (QoQ) Q1 Revenue 19.14B Rupees Vs 17.99B (YoY); 27.90B (QoQ) Q1 EBITDA 572M Rupees Q1 EBITDA Margin 2.99% || CO Gets Work Order Worth 9.56 Bln Rupees

💥Orchid Pharma: Q1 Cons Net Profit 108M Rupees Vs Loss 150M (YoY); 591.4M (QoQ) Q1 Revenue 1.83B Rupees Vs 1.3B (YoY): 2.1B (QoQ) Q1 EBITDA 221M Rupees Vs 124M (YoY) Q1 EBITDA Margin 12.10% Vs 9.44% (YoY)

💥GMM Pfaudler: Q1 Cons Net Profit 549M Rupees Vs 445M (YoY); 385M (QoQ) Q1 Revenue 9.12B Rupees Vs 7.4B (YoY); 8.7B (QoQ) Q1 EBITDA 1.32B Rupees Vs 970M (YoY) Q1 EBITDA Margin 14.45% Vs 13.13% (YoY)

💥Global Health: Q1 Cons Net Profit 1.02B Rupees Vs 587M (YoY); 1B (QoQ) Q1 Revenue 7.73B Rupees Vs 6.17B (YoY); 7B (QoQ) II Q1 EBITDA 1.78B Rupees Vs 1.32B (YoY) Q1 EBITDA Margin 23.01% Vs 21.47% (YoY)

💥Global Health: CO Says Proposed SPV to Be Public Limited Company and Have 50:50 Equity Shareholding of CO, DLF SPV Will Be Incorporated by CO to Set Up About 400 Bed Multi-Speciality Hospital in Delhi

💥Mazagon Shipbuilders: Q1 SL Net Profit 2.87B Rupees Vs 2.17B (YoY); 3.2B (QoQ) Q1 Revenue 21.73B Rupees Vs 22.30B (YoY); 20.78B (QoQ) II Q1 EBITDA 1.72B Rupees Vs 1.74B (YoY) Q1 EBITDA Margin 7.90% Vs 7.79% (YoY)

💥Honeywell Automation: Q1 SL Net Profit 1.03B Rupees Vs 1.02B (YoY); 1.12B (QoQ) Q1 Revenue 9.33B Rupees Vs 7.86B (YoY): 8.50B (QoQ) Q1 EBITDA 1.21B Rupees Vs 1.22B (YoY) Q1 EBITDA Margin 12.94% Vs 15.5% (YoY)

💥MBL Infrastructure: CO Says Update on Arbitration Award Dated 22.11.2022 in Favor of Company Against Public Works Department, Delhi Delhi High Court Directed Public Works Department to Deposit Entire Arbitration Award Amount, Interest

💥Gujarat Mineral Development Corp: CO to Consider Upward Revision in Rate of Dividend Recommended for FY 2022-23 on Aug 17

💥Torrent Power: Q1 Cons Net Profit 5.17B Rupees Vs 5.02B (YoY); 4.49B (QoQ) Q1 Revenue 73.28B Rupees Vs 65.10B (YoY); 60.38B (QoQ) Q1 EBITDA 1.84B Rupees Vs 10.60B (YoY) Q1 EBITDA Margin 16.16% Vs 16.29% (YoY)

💥Torrent Power: CO Approved Scheme of Arrangement Between CO, Unit Torrent Green Energy Scheme Involves Transfer of RPU From TPL to TGEL as a Going Concern, on Slump Sale Basis Torrent Gas Capex Plan of Over 90 Bln Rupees Over Next 5 Years

💥Kirloskar Oil Engines: Q1 Cons Net Profit 1.25B Rupees Vs 815M (YoY); 789M (QoQ) II Q1 Revenue 15.43B Rupees Vs 12B (YoY); 13.83B (QoQ) Q1 EBITDA 2.64B Rupees Vs 1.72B (YoY) Q1 EBITDA Margin 17.11% Vs 14.52% (YoY)

💥Apollo Tyres: Q1 Cons Net Profit 3.97B Rupees Vs 1.77B (YoY); 4.1B (QoQ) Q1 Revenue 62.44B Rupees Vs 59.42B (YoY); 62.47B (QoQ) Q1 EBITDA 10.51B Rupees Vs 6.9B (YoY) II Q1 EBITDA Margin 16.84% Vs 11.61% (YoY)

💥LIC: Q1 SL Net Profit 95.44B Rupees Vs 6.83B (YoY); 134B (QoQ) II Q1 Revenue 983.6B Rupees Vs 983.5B (YoY); 1.32T (QoQ) Q1 GNPA 2.48% Vs 2.56% (QoQ)

💥Embassy Office Parks REIT: Embassy REIT Welcomes JPMorgan Chase to Its 1.1 MSF Built-to-Suit Corporate Centre at Embassy Techvillage in Bengaluru

💥Alembic: Q1 Cons Net Profit 100M Rupees Vs 39M (YoY); 47M (QoQ) Q1 Revenue 368M Rupees Vs 221M (YoY); 371M (QoQ) Q1 EBITDA 109M Rupees Vs 54M (YoY) Q1 EBITDA Margin 29.53% Vs 24.54% (YoY)

💥Hero Motocorp: Q1 SL Net Profit 8.24B Rupees Vs 6.24B (YoY); Est 8.6B 18.59B (QoQ) Q1 Revenue 87.67B Rupees Vs 83.93B (YoY); 83.07B (QoQ) Q1 EBITDA 12.07B Rupees Vs 9.40B (YoY); Est 11.8B Q1 EBITDA Margin 13.77% Vs 11.21% (YoY); Est 13.1%


💥HCL Tech: CO Signs New Mega Deal with a Global 100 Corporation Today CO Expected This Deal to Have a Positive Revenue Impact Over the Next Six Years Beginning in Nov 2023 with an Estimated. New Total Contract Value of US$ 2.1B Over the Term

💥SAIL: Q1 Cons Net Profit 2.12B Rupees Vs 8.04B (YoY); Est 300M | 11.6B (QoQ) Q1 Revenue 244B Rupees Vs 240.28B (YoY); 291B (QoQ) Q1 EBITDA 16.48B Rupees Vs 23B (YoY); Est 15.01B Q1 EBITDA Margin 6.77% Vs 9.58% (YoY); 6.3%

💥Endurance Tech: Q1 Cons Net Profit 1.64B Rupees Vs 1.03B (YoY); 1.4B (QoQ) II Q1 Revenue 24.50B Rupees Vs 21B (YoY); 22.34B (QoQ) Q1 EBITDA 3.21B Rupees Vs 2.4B (YoY) Q1 EBITDA Margin 13.11% Vs 11.34% (YoY)

💥Biocon: Q1 Cons Net Profit 1.01B Rupees Vs 1.44B (YoY); Est 1.70B | 3.13B (QoQ) Q1 Revenue 34B Rupees Vs 21.39B (YoY); 37.74B (QoQ) Q1 EBITDA 7.14B Rupees Vs 3.99B (YoY); Est 8.91B Q1 EBITDA Margin 20.87% Vs 18.67% (YoY); Est 25%

💥Suryoday Small Finance Bank: Q1 SL Net Profit 476M Rupees Vs 78M (YoY); 389M (QoQ) Q1 Revenue 3.58B Rupees Vs 2.81B (YoY); 3.29B (QoQ) II Q1 GNPA 3.04% Vs 3.13% (QoQ) Q1 NNPA 1.63% Vs 1.55% (QoQ)

💥ESAB India: Q1 SL Net Profit 423.8M Rupees Vs 256M (YoY); 419M (QoQ) Q1 Revenue 2.98B Rupees Vs 2.4B (YoY); 3B (QoQ) Q1 EBITDA 577.9M Rupees Vs 358M (YoY) Q1 EBITDA Margin 19.38% Vs 14.72% (YoY).

💥Star Health and Allied Insurance: CO Got Demand Order from GST Dept Chennai to Pay 1.04 BIn Rupees to GST Dept CO Would Be Filing Its Reply Against Order Within Prescribed Timelines

Very Important Live Session Today at 9:00 AM on Hindi Channel,
so click the link & set reminder

💢Asia-Pac stocks begin subdued following last Friday's bond selling and upside in global yields, while light weekend newsflow has participants looking ahead to this week's risk events including key data releases and FOMC Minutes; ASX 200 (-0.4%), Nikkei 225 (+0.1% ), KOSPI (-0.1%)

💢Stocks Ban In F&O: Balrampur Chini, Chambal Fert, Delta Corp, Granules, Hind Copper, Indiabulls Hsg, India Cement, Manappuram, Zeel

💢Stocks To Watch: ONGC, NBCC (India), Surya Roshni, DCM Shriram Industries, Garden Reach Shipbuilders & Engineers, Amara Raja Batteries, Isgec Heavy Engineering, ABB India, Aurobindo. Pharma, Eveready Industries, RVNL, Finolex Cables, Jindal Steel & Power, Asian Energy Services, TTK Prestige, Sterling and Wilson Renewable Energy, Exide Industries, Hindustan Foods, Camlin Fine Sciences, Servotech Power Systems, NLC India, OMDC, Mahindra EPC Irrigation, Fizer, NMDC, Muthoot Finance, IRFC, Glenmark Pharma, Voltas, Marksans Pharma, NHPC, The New India Assurance Co, Adani Ports

💢Earnings Today: AstraZeneca Pharma, Ahluwalia Contracts, Bajaj Healthcare, Apex Frozen, Apollo Sindoori Hotels, AVG Logistics, Aarey Drugs, Divis Lab, Garware Tech, Borosil, Brightcom Group, ITC, Grindwell Norton, Hindustan Copper, Indiabulls Housing, Hindustan Oil, Globus Spirits, Jagran Prakashan, IFB Agro, Gujarat Apollo, Indian Terrain, KNR Cons, Lux Ind, Meghmani Organics, Jayshree Tea, MEP Infra, Mcleod Russel, Lotus Eye, Rajesh Exports, Saksoft, Rama Steel Tubes, PC Jeweller, Noida Toll Bridge Company, Sanghi Industries, Sirca Paints India, Solara Active Pharma Sciences, Shivam Autotech, Simplex Infra, Sintex Plastics Tech, Vodafone, Wockhardt, Uflex, The Hi-Tech Gears, Zuari Ind, United Drilling, Take Solutions

💥ONGC: Q1 SL Net Profit 100.15B Rupees vs Loss 2.48B (QoQ); Est 82.90B | 152.06B (YoY)| Q1 Revenue 338.14B Rupees vs 362.92B (QoQ); 423.21B (YoY)| Q1 EBITDA 177.48B Rupees vs 118.7B (QoQ), Est 164B| Q1 EBITDA Margin 52.49% vs 32.71% (QoQ); Est 51.6%| Co Says Q1 Oper Margin 42.5% vs. 49.6% (YoY

💥NBCC (India): Co Received Work Orders Worth
Bln Rupees

💥Surya Roshni: Co Received Orders Worth 1.72B Rupees from BPCL and HPCL

💥DCM Shriram Industries: Q1 Cons Net Profit 271M Rupees vs 164M (YoY); 315M (QoQ)| Q1 Revenue 5.52B Rupees vs 7.1B (YoY); 5.3B (QoQ)| Q1 EBITDA 578M Rupees vs 417M (YoY)| Q1 EBITDA Margin 11.06% vs 5.94% (YoY)

💥Garden Reach Shipbuilders & Engineers: Q1 SL Net Profit 767M Rupees vs 502M (YoY); 553M (QoQ)| Q1 Revenue 7.56B Rupees vs 5.8B (YoY); 6B (QoQ)| Q1 EBITDA 461M Rupees vs 335M (YoY)| Q1 EBITDA Margin 6.09% vs 5.77% (YoY)

💥Amara Raja Batteries: Q1 SL Net Profit 1.92B Rupees vs 1.3B (YoY): 1.4B (QoQ)| Q1 Revenue 27.70B Rupees vs 26.2B (YoY), 24.3B (QoQ)| Q1 EBITDA 3.54B Rupees vs 2.61B (YoY)| Q1 EBITDA Margin 12.78% vs 9.96% (YoY)

💥Isgec Heavy Engineering: Q1 Cons Net Profit 507M Rupees vs 178M (YoY); 861M (QoQ) | Q1 Revenue 13.86B Rupees vs 12.47B (YoY); 20.43B (QoQ)| Q1 EBITDA 1.03B Rupees vs 709M (YoY)| Q1 EBITDA Margin 7.47% vs 5.68% (YoY)

💥ABB India: Q2 SL Net Profit 2.96B Rupees vs 1.42B (YoY); Est 2.47B | 2.45B (QoQ)| Q2 Revenue 25.09B Rupees vs 20.52B (YoY); 24.11B (QoQ)| Q2 EBITDA 3.48B Rupees vs 1.99B (YoY); Est 3.06B| Q1 EBITDA Margin 13.87% vs 9.68% (YoY); Est 12%| Co Declared a Special Dividend of 5.50 Rupees
per Equity Share

💥Aurobindo Pharma: Q1 Cons Net Profit 5.7B Rupees vs 5.2B (YoY): 5.06B (QoQ)| Q1 Revenue 68.5B Rupees vs 62.36B (YoY); 64.72B (QoQ)

💥Evereaddy Industries: Q1 Cons Net Profit 249M Rupees vs Profit 219M (YoY); Loss 144M (QoQ)| Q1 Revenue 3.648 Rupees vs 3.48 (YoY); 2.98 (QoQ)| Q1 EBITDA 434M Rupees vs 426M (YoY)| Q1 EBITDA Margin 11.94% vs 12.72% (YoY)

💥RVNL: Q1 Cons Net Profit 3.43B Rupees vs 2.97B (YoY); 3.59B (QoQ) II Q1 Revenue 55.72B Rupees vs 46.40B (YoY), 57B (QoQ)| Q1 EBITDA 3.48B Rupees vs 2.8B (YoY)| Q1 EBITDA Margin 6.25% vs
6.05% (YoY)

💥Finolex Cables: Q1 Cons Net Profit 1.60B Rupees vs 1.2B (YoY); 1.75B (QoQ)| Q1 Revenue 12.04B Rupees vs 10.15B (YoY); 12.2B(QoQ)| Q1 EBITDA 1.46BRupees vs 1.2B (YoY) II Q1 EBITDA Margin 12.11% vs 11.76% (YoY

💥Jindal Steel & Power: Q1 Cons Net Profit 16.92B Rupees vs 27.71B (YoY); Est 8.16B | 4.63B (QoQ)| Q1 Revenue 145B Rupees vs 149B (YoY); 158B (QoQ)| Q1 EBITDA 26.28B Rupees vs 34.38B (YoY); Est 21.88B| Q1 EBITDA Margin 18.06% vs 23.07% (YoY); Est 17.13%

💥Asian Energy Services: Co Gets Order Worth 409.1M Rupees| Co Gets Callout Order from Vedanta for Services of Acquisition of Seismic Data in Gujarat

💥TTK Prestige: Co Says Fresh Capacity of 1100 Inner Lid Stainless Steel Cooker per Day Created at Co's Factory| Co Says Commercial Production Has Been Commenced

💥Sterling and Wilson Renewable Energy: Co Announces New Order from Gujarat Industries Power Company Worth 11.30 Bln Rupees

💥Exide Industries: Co Unit Setting up Green Field
Lead Acid Battery Recycling Manufacturing Facility at Maharashtra Maharashtra Pollution Control Board Granted Consent to Operate (CTO)

💥Hindustan Foods: Q1 Cons Net Profit 234M Rupees vs 149M (YoY); 202M (QoQ)| Q1 Revenue 6.19B Rupees vs 6B (YoY); 6.6B (QoQ)| Q1 EBITDA 504M Rupees vs 381M (YoY) II Q1 EBITDA Margin 8.15% vs 6.36% (YoY)| Co Approved Incorporation of HFL Multiproducts for 1 Bin Rupees

💥Camlin Fine Sciences Q1 Cons Net Profit 155M Rupees vs 59M (YoY), 92M (do) GT Revenue 4.198 Rupees vs 3.8B (YoY): 4.278 (000)01 EBITDA 387M Rupees vs 466M (YoY) Q1 EBITDA Margin 9.23% vs 12.16% (YoY)

💥Government of Uttar Pradesh | MOU to Set up EV Charger Manufacturing Plant in State Along with
Backward Integration

💥Co Says the Coal Mine Has Coal Reserve of
434.66 Min Tonnes with Peak Rated Capacity of 3
Min Tonnes per Annum
11 mg

💥Pollution Control Board. Odisha Issued Consent to Operate | Co Says Consent to Operate for Bagiaburu Iron Ore Mines of Co

💥Mahindra EPC Imigation Co Gets Contracts Worth
287.6 Min Rupees

💥(YoY): 1:38 (909) Q1 Revenue & 318 Rupees vs 5.GB (YoY): 5.738 (000)| 01 EBITDA 1.118 Rupees vs 1.928 (YoY)| 01 EBITDA Margin 20.90% vs 32.38% (YoY)
11 mag

💥NMDC OT S Net Profit 16.508 Rupes vs 14.738 (YoY): 22.88 (QoQ) 03 Revenue 53 958 Rupees ve 47.78 (VOY): 58.518 (000) Q1 EBITDA 19.958 Rupees vs 198 (YoY) QT EBITDA Margin 36 98% 39 85% (YoY)

💥Muthoot Finance Q1 SL Net Profit 9.758 Rupees vs 8.028 (YoY) 9.038 (000) 01 Revenue 29.588 Rupees vs 24.828 (YoY): 27.948 (000)

💥Indian Railway Finance Corporation: 01 SL. Net Profit 15.568 Rupees va 16.68 (YoY): 13.38 (000)
Q1: Revenue 66.798 Rupees vs 568 (YoY): 62.48
(000)

💥Glenmark Pharma Q1 Cans Net Profit 1 508
Rupees vs 1.928 (YoY), Est 2.058 | Loss 4.38 (0.0)
101 Revenue 33 368 Rupees vs 27.88 (YoY): 338 (000) 801 EBITDA 6.318 Rupees vs 4.38 (YoY) Est 6.728 01 EBITDA Margin 18.55% vs 15.5% (YoY)
Ext 18%

💥Voltas Q1 Cons Net Profit 1 298 Rupees vs 1,088 (YoY), Est 1:638 | 1448 (060)| 01 Revenue 33.606 Rupees vs 27 68B (YoY): 29 578 (000)| 01 EBITDA 1.858 Rupees ve 1.448 (YoY). Est 2.258| QT EBITDA Margin 5,51

💥Marksans Pharma: 01 Cons Net Profis 686M
Rupees vs 507M (YoY), 819M (000) 01 Revenue 58 Rupees vs 4:348 (YoY); 4.068 (QoQ) Q1 EBITDA 1.028 Rupees vs 728M (YoY) Q1 EBITDA Margin 20.40% vs 16.78% (YoY)

💥NHPC: 01 Con Net Profit 10.378 Rupees vs 10.48 (YoY): 6 438 (000) 101 Revenue 27 578 Rupees vs 26.818 (YoY), 20.298 (000) 101 EBITDA 15.058 Rupees vs 14 778 (YoY)| 01 EBITDA Margin 54.57% vs 55.08% (YoY)

💥The New India Assurance Co: Q1 SL Net Profit 2.609 Rupees va 1,188 (YoY): 1:55B (000)| 01 Revenue 79 198 Rupees vs 71.8B (YoY) 78.938 (QoQ)| 01 GNPA 0.85% vs 0.88% (00) | Co Says June Qtr. Combined Ratio 115 45% vs 112,99% (YoY)
12mg

💥Adani Ports: Deloitte Will Resign as Auditor of Adani Ports After Concerns About Some Transactions Flagged in Hindenburg Report | Deloitte Decision Comes After it Asked Adani Ports to Independently Inquire Same Related Party Transactions Bm.