US Federal Reserve's Kevin Warsh gears up for key Jackson Hole conference Tonight as inflation fears mount
ACME SOLAR: WINS 300 MW ASSURED PEAK POWER PROJECT FROM SECI 🚀
📑 Company received Letter of Award (LOA) from Solar Energy Corporation of India (SECI) for 300 MW contracted capacity.
🔋 Project secured under SECI’s 6,000 MWh (1,500 MW × 4 hours) Assured Peak Power Tender – FDRE-IX.
💰 Tariff: ₹6.00/kWh for the entire PPA tenure.
⏳ Scheduled commencement of supply is 18 months from PPA signing.
📆 Project tenure will be 25 years from the Scheduled Commencement of Supply Date (SCSD).
🇮🇳 The order is domestic and has no promoter/group related-party involvement.
🟢 Impact: Positive — large 300 MW award strengthens ACME Solar’s renewable + storage-linked portfolio and provides long-term revenue visibility through a 25-year PPA.
📑 Company received Letter of Award (LOA) from Solar Energy Corporation of India (SECI) for 300 MW contracted capacity.
🔋 Project secured under SECI’s 6,000 MWh (1,500 MW × 4 hours) Assured Peak Power Tender – FDRE-IX.
💰 Tariff: ₹6.00/kWh for the entire PPA tenure.
⏳ Scheduled commencement of supply is 18 months from PPA signing.
📆 Project tenure will be 25 years from the Scheduled Commencement of Supply Date (SCSD).
🇮🇳 The order is domestic and has no promoter/group related-party involvement.
🟢 Impact: Positive — large 300 MW award strengthens ACME Solar’s renewable + storage-linked portfolio and provides long-term revenue visibility through a 25-year PPA.
VODA IDEA : CO NET SUBSCRIPTION USERS UP 46 % TO 2.4 LKH USERS IN JULY MOM 🟢🟢
WAAREE RENEWABLE TECHNOLOGIES: WINS EPC ORDER FOR 291 MWP SOLAR + 280 MWH BESS PROJECT 🚀
📑 Company received Letter of Award (LOA) from one of India’s thermal power generating companies.
⚡ Order involves EPC of a 291 MWp ground-mounted Solar PV project along with a 280 MWh Battery Energy Storage System (BESS).
🇮🇳 The order is from a domestic entity.
⏳ Project is scheduled to be completed during FY28 (2027-28).
💰 Order value has not been disclosed in the filing.
🟢 Impact: Positive — sizeable solar + BESS EPC win strengthens Waaree RTL’s order pipeline and expands its presence in integrated renewable-energy storage projects.
📑 Company received Letter of Award (LOA) from one of India’s thermal power generating companies.
⚡ Order involves EPC of a 291 MWp ground-mounted Solar PV project along with a 280 MWh Battery Energy Storage System (BESS).
🇮🇳 The order is from a domestic entity.
⏳ Project is scheduled to be completed during FY28 (2027-28).
💰 Order value has not been disclosed in the filing.
🟢 Impact: Positive — sizeable solar + BESS EPC win strengthens Waaree RTL’s order pipeline and expands its presence in integrated renewable-energy storage projects.
KARNATAKA BANK: Karnataka Bank Launches Capital Gains Accounts Scheme to Facilitate Efficient Tax Planning
Market Wizard
Short Term View Bought/Added SECMARK at CMP of 135 - 137, shall add more on dips (if any) till 122 for Trading point of view. View valid as long as 118 is safe on closing basis. Potential upside:- Upto 147 - 152 - 156 - 160 - 164 - 168 - 175 - 182 - 190…
SECMARK 152.34❤️❤️
UC LOCKED🔐🔐
ROCKETT 🚀🚀
13.8% MOVE DONE IN INTRA-DAY✅✅
UC LOCKED🔐🔐
ROCKETT 🚀🚀
13.8% MOVE DONE IN INTRA-DAY✅✅
Positional View
Market Cap - 180+ Crore (Micro Cap)
Bought/Added UMIYA-MRO at CMP of 95 - 96, shall add more on dips (if any) till 83 for Mid Term point of view.
View valid as long as 80 is safe on closing basis.
Potential upside:- 100 - 102 - 104.5 - 107 - 110 - 113 - 116 - 120 - 125 - 130 - 136 - 144+
Disclaimer:- I am not SEBI Registered. Please consult your financial advisor and Know Your Company (KYC) before investing. Personally invested/Skin in the game based on my own technical and fundamental skills. View is shared for Educational Purpose only.
BSE - 532376
NSE - 8998
Market Cap - 180+ Crore (Micro Cap)
Bought/Added UMIYA-MRO at CMP of 95 - 96, shall add more on dips (if any) till 83 for Mid Term point of view.
View valid as long as 80 is safe on closing basis.
Potential upside:- 100 - 102 - 104.5 - 107 - 110 - 113 - 116 - 120 - 125 - 130 - 136 - 144+
Disclaimer:- I am not SEBI Registered. Please consult your financial advisor and Know Your Company (KYC) before investing. Personally invested/Skin in the game based on my own technical and fundamental skills. View is shared for Educational Purpose only.
BSE - 532376
NSE - 8998
Market Wizard pinned «Positional View Market Cap - 180+ Crore (Micro Cap) Bought/Added UMIYA-MRO at CMP of 95 - 96, shall add more on dips (if any) till 83 for Mid Term point of view. View valid as long as 80 is safe on closing basis. Potential upside:- 100 - 102 - 104.5 - 107…»
WAAREE RENEWABLE: WINS EPC ORDER FOR 291 MWp SOLAR PROJECT + 280 MWh BESS
• Received Letter of Award from an Indian thermal power generating company
• Scope: EPC of 291 MWp ground-mounted Solar PV project with 280 MWh BESS
• Order Type: Commercial Order
• Execution: Scheduled for completion in FY 2027-28
• Promoter/Group Interest: None
• Received Letter of Award from an Indian thermal power generating company
• Scope: EPC of 291 MWp ground-mounted Solar PV project with 280 MWh BESS
• Order Type: Commercial Order
• Execution: Scheduled for completion in FY 2027-28
• Promoter/Group Interest: None
ACME SOLAR: WINS 300 MW ASSURED PEAK POWER PROJECT FROM SECI
• Received Letter of Award from Solar Energy Corporation of India (SECI)
• Project Size: 300 MW
• Tariff: ₹6.00 per kWh for entire PPA tenure
• Supply Commencement: 18 months from PPA signing
• Project Tenure: 25 years from commencement of supply
• Received Letter of Award from Solar Energy Corporation of India (SECI)
• Project Size: 300 MW
• Tariff: ₹6.00 per kWh for entire PPA tenure
• Supply Commencement: 18 months from PPA signing
• Project Tenure: 25 years from commencement of supply
GK ENERGY: WINS ₹454.50 CR ROOFTOP SOLAR EMPANELMENT
• Empanelled by a leading state government-owned power distribution utility
• Scope: 100 MW rooftop solar installations across 1 lakh households
• Empanelment Value: ₹454.50 Cr including GST
• Scope includes design, supply, installation, testing, commissioning & 5-year O&M
• Execution: Within 60 days from respective work orders
• Total allocations received since April 1, 2026: Over ₹1,092 Cr including GST
• Empanelled by a leading state government-owned power distribution utility
• Scope: 100 MW rooftop solar installations across 1 lakh households
• Empanelment Value: ₹454.50 Cr including GST
• Scope includes design, supply, installation, testing, commissioning & 5-year O&M
• Execution: Within 60 days from respective work orders
• Total allocations received since April 1, 2026: Over ₹1,092 Cr including GST
ANDREW YULE: CREDIT RATINGS REAFFIRMED BY ACUITE
• Long-term rating: ACUITÉ B reaffirmed for bank facilities of ₹126.64 Cr
• Short-term rating: ACUITÉ A4 reaffirmed for bank facilities of ₹28.36 Cr
• Outlook: Stable
• Q1FY27 operating revenue improved to ₹58.30 Cr vs ₹56.14 Cr in Q1FY26
• Rating remains constrained by higher operating losses, declining net worth and weak debt protection
• Long-term rating: ACUITÉ B reaffirmed for bank facilities of ₹126.64 Cr
• Short-term rating: ACUITÉ A4 reaffirmed for bank facilities of ₹28.36 Cr
• Outlook: Stable
• Q1FY27 operating revenue improved to ₹58.30 Cr vs ₹56.14 Cr in Q1FY26
• Rating remains constrained by higher operating losses, declining net worth and weak debt protection
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POWER, COAL STOCK 🔴
45 INDIAN POWER PLANTS FACE CRITICALLY LOW COAL INVENTORIES
• 45 power plants now have coal stocks below critical levels, up from 31 at end-July
• 40 of the affected plants are domestic coal-fired plants
• Heavy rainfall in Odisha, Jharkhand and Chhattisgarh has disrupted mining and coal transportation
• Higher power demand is also accelerating coal consumption
• Coal inventories have fallen around 19% from end-July levels through August
• Some plants have less than 3 days of coal stock
45 INDIAN POWER PLANTS FACE CRITICALLY LOW COAL INVENTORIES
• 45 power plants now have coal stocks below critical levels, up from 31 at end-July
• 40 of the affected plants are domestic coal-fired plants
• Heavy rainfall in Odisha, Jharkhand and Chhattisgarh has disrupted mining and coal transportation
• Higher power demand is also accelerating coal consumption
• Coal inventories have fallen around 19% from end-July levels through August
• Some plants have less than 3 days of coal stock
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ESDS IPO opens today!
Management commentary
• Promoter says he has no intention of selling his stake, even in the future
• FY28 PAT could potentially be higher than FY26 revenues
Management commentary
• Promoter says he has no intention of selling his stake, even in the future
• FY28 PAT could potentially be higher than FY26 revenues
India plans to acquire the US-made Javelin anti-tank missile system, a move described by US Ambassador to India Sergio Gor as a significant step forward in defence cooperation between the two countries.
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