🚨Allotment Live🚨
● ESDS Software Solutions Ltd IPO
Link ⤵️
https://in.mpms.mufg.com/Initial_Offer/public-issues.html
● ESDS Software Solutions Ltd IPO
Link ⤵️
https://in.mpms.mufg.com/Initial_Offer/public-issues.html
🚨Allotment Live🚨
● Priority Jewellers Ltd IPO
Link ⤵️
https://in.mpms.mufg.com/Initial_Offer/public-issues.html
● Priority Jewellers Ltd IPO
Link ⤵️
https://in.mpms.mufg.com/Initial_Offer/public-issues.html
ULTRATECH CEMENT: CO.
COMMENCES COMMERCIAL PRODUCTION OF 11 LAKH KM WIRES & CABLES PLANT AT BHARUCH SUPPORTING INFRASTRUCTURE PORTFOLIO DIVERSIFICATION AND ELECTRICAL PRODUCTS SEGMENT EXPANSION
COMMENCES COMMERCIAL PRODUCTION OF 11 LAKH KM WIRES & CABLES PLANT AT BHARUCH SUPPORTING INFRASTRUCTURE PORTFOLIO DIVERSIFICATION AND ELECTRICAL PRODUCTS SEGMENT EXPANSION
ACUTAAS CHEMICALS, NARESH PATEL ON ACUTAAS CHEM-NEW S. KOREA UNIT
JV Believes It Can Address An Opportunity Of Around $100 m Within This Specialty Chem Mkt
Specialty Chem Mkt For Semicon Industry Currently Estimated At More Than $1 Bn
Raw Materials For Korean Ops Will Be Supplied From India, Reducing Dependence On China
FY27 Expected To Be The Transition Yr As Co Completes Customer Validation & Commercial Batches
Mgmt Expects A Sizeable Revenue Contribution From The JV Starting FY28
JV Believes It Can Address An Opportunity Of Around $100 m Within This Specialty Chem Mkt
Specialty Chem Mkt For Semicon Industry Currently Estimated At More Than $1 Bn
Raw Materials For Korean Ops Will Be Supplied From India, Reducing Dependence On China
FY27 Expected To Be The Transition Yr As Co Completes Customer Validation & Commercial Batches
Mgmt Expects A Sizeable Revenue Contribution From The JV Starting FY28
MILKY MIST, K RATHNAM SAYS
Overall, Q1 Was Robust For Co, Expect Similar Growth To Continue
Capacity Constraints In Yogurt Category Have Been Removed
Will Decide What The Maharashtra Land Will Be Used For In 3-4 Months
Blended Capacity Utilisation At 45-50%, Have Enough Growth Headroom
With Existing Capacity, Revenue Can Grow 2-3x; Will Incur Capex To Enter New Categories
Overall, Q1 Was Robust For Co, Expect Similar Growth To Continue
Capacity Constraints In Yogurt Category Have Been Removed
Will Decide What The Maharashtra Land Will Be Used For In 3-4 Months
Blended Capacity Utilisation At 45-50%, Have Enough Growth Headroom
With Existing Capacity, Revenue Can Grow 2-3x; Will Incur Capex To Enter New Categories
NCLT CLARIFIES STATUS OF CHANDRA'S IBC REPAYMENT PLAN
NCLT issues notices to Zee Entertainment's Subhash Chandra and lenders in the IBC repayment plan case
Tie-breaker judge's opinion is not the majority view and does not constitute the final order in the case
NCLT says the tie-breaker judge's verdict cannot be given effect to at this stage
The tie-breaker judge had earlier approved Subhash Chandra's resolution plan for Zee Entertainment
Lenders had challenged the tie-breaker judge's order before the NCLAT
FROM: INFORMIST
NCLT issues notices to Zee Entertainment's Subhash Chandra and lenders in the IBC repayment plan case
Tie-breaker judge's opinion is not the majority view and does not constitute the final order in the case
NCLT says the tie-breaker judge's verdict cannot be given effect to at this stage
The tie-breaker judge had earlier approved Subhash Chandra's resolution plan for Zee Entertainment
Lenders had challenged the tie-breaker judge's order before the NCLAT
FROM: INFORMIST
❤1
COAL INDIA: AUGUST PRODUCTION DOWN 5.7% YoY
• Aug 2026 production fell 5.7% YoY to 47.5 MT vs 50.4 MT.
• Coal offtake rose 5.5% YoY to 60.6 MT.
• Apr–Aug FY27 production down 4.5% YoY to 267.5 MT.
• Apr–Aug cumulative offtake up 6.7% YoY to 322.9 MT.
• ECL, CCL & WCL reported strong production growth, while NCL, SECL & MCL declined.
• Aug 2026 production fell 5.7% YoY to 47.5 MT vs 50.4 MT.
• Coal offtake rose 5.5% YoY to 60.6 MT.
• Apr–Aug FY27 production down 4.5% YoY to 267.5 MT.
• Apr–Aug cumulative offtake up 6.7% YoY to 322.9 MT.
• ECL, CCL & WCL reported strong production growth, while NCL, SECL & MCL declined.
TATA MOTORS CV: AUG SALES UP 49% YoY TO 44,411
• Total CV sales at 44,411 units vs 29,863 last year; above estimate of 38,800.
• Domestic CV sales up 33% YoY to 36,619 units.
• International sales surged 227% YoY to 7,792 units.
• HCV truck sales rose 42%, while SCV cargo & pickups grew 34%.
• Passenger carrier sales increased 31% YoY to 4,701 units.
• Domestic MH&ICV sales up 31% YoY to 17,531 units.
• Total CV sales at 44,411 units vs 29,863 last year; above estimate of 38,800.
• Domestic CV sales up 33% YoY to 36,619 units.
• International sales surged 227% YoY to 7,792 units.
• HCV truck sales rose 42%, while SCV cargo & pickups grew 34%.
• Passenger carrier sales increased 31% YoY to 4,701 units.
• Domestic MH&ICV sales up 31% YoY to 17,531 units.
👀1
AARVI ENCON WINS ₹174.73 CR WORK ORDERS
• Aarvi Encon received 4 work orders from Certification Engineers International for hiring of manpower resources.
• Aggregate order value: ₹174.73 Cr, excluding applicable taxes.
• Orders are for a period of 3 years, from September 1, 2026 to August 31, 2029.
• Aarvi Encon received 4 work orders from Certification Engineers International for hiring of manpower resources.
• Aggregate order value: ₹174.73 Cr, excluding applicable taxes.
• Orders are for a period of 3 years, from September 1, 2026 to August 31, 2029.
SML MAHINDRA | AUGUST AUTO SALES
Total sales rise 40% YoY to 1,175 units vs 842 units
PV sales grow 31% YoY to 683 units vs 521 units
CV sales jump 53% YoY to 492 units vs 321 units
Total sales rise 40% YoY to 1,175 units vs 842 units
PV sales grow 31% YoY to 683 units vs 521 units
CV sales jump 53% YoY to 492 units vs 321 units
ASHOK LEYLAND AUGUST SALES SURGE 38% YoY TO 21,038 UNITS
• Total sales: 21,038 units vs 15,239 — +38% YoY
• Domestic sales: 19,438 units — +43% YoY
• M&HCV sales: 13,719 units — +46% YoY
• M&HCV truck sales grew 60% YoY.
• LCV sales: 7,319 units — +25% YoY
• Domestic M&HCV sales: 12,408 units — +55% YoY
• FY27 cumulative sales: 89,391 units — +20% YoY
• August sales came in at 21,038 units vs ~20,000 estimated.
• Total sales: 21,038 units vs 15,239 — +38% YoY
• Domestic sales: 19,438 units — +43% YoY
• M&HCV sales: 13,719 units — +46% YoY
• M&HCV truck sales grew 60% YoY.
• LCV sales: 7,319 units — +25% YoY
• Domestic M&HCV sales: 12,408 units — +55% YoY
• FY27 cumulative sales: 89,391 units — +20% YoY
• August sales came in at 21,038 units vs ~20,000 estimated.
TVSMotor
Total Sales At 6.16 Lk Units Vs Nomura Est Of 6.53 Lk Units (YoY)
⏩Total Sales Up 21% At 6.16 Lk Units Vs 5.09 Lk Units (YoY)
E
⏩2-wheeler Sales Up 21% At 5.91 Lk Units Vs 4.90 Lk Units (YoY)
⏩EV Sales At 59,453 Units Vs 25,138 Units (YoY)
⏩3W Sales Up 34% At 25,103 Units Vs 18,748 Units (YoY)
⏩Intl Sales Up 29% At 1.74 Lk Units Vs 1.35 Lk Units (YoY)
Total Sales At 6.16 Lk Units Vs Nomura Est Of 6.53 Lk Units (YoY)
⏩Total Sales Up 21% At 6.16 Lk Units Vs 5.09 Lk Units (YoY)
E
⏩2-wheeler Sales Up 21% At 5.91 Lk Units Vs 4.90 Lk Units (YoY)
⏩EV Sales At 59,453 Units Vs 25,138 Units (YoY)
⏩3W Sales Up 34% At 25,103 Units Vs 18,748 Units (YoY)
⏩Intl Sales Up 29% At 1.74 Lk Units Vs 1.35 Lk Units (YoY)
EICHER MOTORS AUGUST MOTORCYCLE SALES UP 11% YoY TO 1.26 LAKH UNITS
• Total motorcycle sales: 1,26,479 units vs 1,14,002 — +11% YoY
• Up to 350cc & EV sales: 1,13,143 units — +15% YoY
• Above 350cc sales: 13,336 units — -13% YoY
• International business sales: 12,275 units — +10% YoY
• Apr–Aug FY27 total sales: 5,75,138 units — +23% YoY
• YTD up to 350cc sales grew 28%, while above 350cc declined 5%.
• August sales came in at 1.26 lakh units vs ~1.25 lakh estimated.
• Total motorcycle sales: 1,26,479 units vs 1,14,002 — +11% YoY
• Up to 350cc & EV sales: 1,13,143 units — +15% YoY
• Above 350cc sales: 13,336 units — -13% YoY
• International business sales: 12,275 units — +10% YoY
• Apr–Aug FY27 total sales: 5,75,138 units — +23% YoY
• YTD up to 350cc sales grew 28%, while above 350cc declined 5%.
• August sales came in at 1.26 lakh units vs ~1.25 lakh estimated.
💊 SUN PHARMA: SIGNS U.S. MEDICINE PRICING & ACCESS AGREEMENT
Sun Pharma has signed an agreement with the U.S. government to improve access to affordable medicines.
• Will extend MFN pricing to U.S. state Medicaid programs
• MFN pricing also committed for future innovative medicine launches in the U.S.
• Section 232 tariffs delayed for over 2 years on innovative pharma products
• U.S. contributes around 27% of Sun Pharma’s global revenue
• Company remains focused on U.S. investments across R&D, manufacturing and sales
Sun Pharma also highlighted its proposed $11.75 billion EV acquisition of Organon.
Sun Pharma has signed an agreement with the U.S. government to improve access to affordable medicines.
• Will extend MFN pricing to U.S. state Medicaid programs
• MFN pricing also committed for future innovative medicine launches in the U.S.
• Section 232 tariffs delayed for over 2 years on innovative pharma products
• U.S. contributes around 27% of Sun Pharma’s global revenue
• Company remains focused on U.S. investments across R&D, manufacturing and sales
Sun Pharma also highlighted its proposed $11.75 billion EV acquisition of Organon.
WONDER ELECTRICALS Q1 Result
• Net Profit: ₹4 Cr, ↑264% YoY, ↓44% QoQ
• Revenue: ₹233.6 Cr, ↑51% YoY, ↓7% QoQ
• EBITDA: ₹9 Cr, ↑84% YoY, ↓34% QoQ
• EBITDA Margin: 3.9% vs 3.2% YoY, 5.5% QoQ
• Net Profit: ₹4 Cr, ↑264% YoY, ↓44% QoQ
• Revenue: ₹233.6 Cr, ↑51% YoY, ↓7% QoQ
• EBITDA: ₹9 Cr, ↑84% YoY, ↓34% QoQ
• EBITDA Margin: 3.9% vs 3.2% YoY, 5.5% QoQ
MIDWEST Q1 Result
• Net Profit: ₹31 Cr ↑29% YoY | ↓16% QoQ
• Revenue: ₹191.80 Cr ↑35% YoY | ↓11% QoQ
• EBITDA: ₹49 Cr ↑25% YoY | ↓16% QoQ
• EBITDA Margin: 25.5% vs 27.4% YoY ↓ | 27.0% QoQ ↓
• Net Profit: ₹31 Cr ↑29% YoY | ↓16% QoQ
• Revenue: ₹191.80 Cr ↑35% YoY | ↓11% QoQ
• EBITDA: ₹49 Cr ↑25% YoY | ↓16% QoQ
• EBITDA Margin: 25.5% vs 27.4% YoY ↓ | 27.0% QoQ ↓
INDO TECH TRANSFORMERS: WINS ₹165.55 CR ORDER FROM AP TRANSCO
• Indo Tech Transformers receives order from AP TRANSCO for manufacture & supply of 26 power transformers.
• Order includes 17× 80 MVA 220/33 kV and 9× 80 MVA 132/33 kV transformers.
• Order value: ₹165.55 Cr + applicable taxes.
• Execution period: October 2026 to June 2027.
• Domestic order; no promoter/promoter-group interest in AP TRANSCO.
• Indo Tech Transformers receives order from AP TRANSCO for manufacture & supply of 26 power transformers.
• Order includes 17× 80 MVA 220/33 kV and 9× 80 MVA 132/33 kV transformers.
• Order value: ₹165.55 Cr + applicable taxes.
• Execution period: October 2026 to June 2027.
• Domestic order; no promoter/promoter-group interest in AP TRANSCO.
BLOCK DEAL IN MEESHO
Block Deal Launched In Meesho
SoftBank Likely To Sell 7 Cr Shs (1.5% Stake) In Co Via Block Deal
Offer Size Pegged At ₹1,435 Cr
Floor Price Is Set At 205/Sh, Implies Discount Of Up To 3.12% To CMP
Block Deal Launched In Meesho
SoftBank Likely To Sell 7 Cr Shs (1.5% Stake) In Co Via Block Deal
Offer Size Pegged At ₹1,435 Cr
Floor Price Is Set At 205/Sh, Implies Discount Of Up To 3.12% To CMP
CITI ON L&T
ACCUMULATE | TP ₹4,650
• Robust order inflow momentum strengthens medium-term visibility.
• Recent order wins further improve revenue visibility.
• Remains positioned for an execution recovery.
• Valuations remain reasonable.
ACCUMULATE | TP ₹4,650
• Robust order inflow momentum strengthens medium-term visibility.
• Recent order wins further improve revenue visibility.
• Remains positioned for an execution recovery.
• Valuations remain reasonable.
*📊 STOCKS TO WATCH LIST*
*🟢 POSITIVE*
* Persistent Systems-To raise $450mn via debt/equity
* Ola Electrics-To consider fundraise on Sept.5
* Technocraft Ventures-Q1 margins up 220bps YoY
* KSH International-Factory renewal license
* HUDCO -MoU with the Bihar gov. for Rs 25,000cr funding
* Kirloskar Oil Engines-Pact with DEUTZ for engine platform
* Sterlite Technologies-CRISIL upgrades long-term credit ratings
* Nuvama Wealth-Supreme Court relief
*🔴 NEGATIVE*
* FACT-Penal interest on loan from government
* SAIL-LIC reduces 2% stake
* Hexaware Technologies – CEO resignation
* GCPL-Concerns on inventory adjustment (Strategy Call)
*🟢 POSITIVE*
* Persistent Systems-To raise $450mn via debt/equity
* Ola Electrics-To consider fundraise on Sept.5
* Technocraft Ventures-Q1 margins up 220bps YoY
* KSH International-Factory renewal license
* HUDCO -MoU with the Bihar gov. for Rs 25,000cr funding
* Kirloskar Oil Engines-Pact with DEUTZ for engine platform
* Sterlite Technologies-CRISIL upgrades long-term credit ratings
* Nuvama Wealth-Supreme Court relief
*🔴 NEGATIVE*
* FACT-Penal interest on loan from government
* SAIL-LIC reduces 2% stake
* Hexaware Technologies – CEO resignation
* GCPL-Concerns on inventory adjustment (Strategy Call)
*📊 OTHER STOCKS TO WATCH LIST*
*🟢 POSITIVE*
* Axiscades Tech-BM on Sept.5 for Rs 200cr fundraise via NCDs
* Muthoot Finance-Shareholder nod for re-appointment of MD, CEO
* Jeena Sikho Lifecare - To expand Ayurvedic healthcare portfolio
* Jindal Worldwide, Shivalik Bimetal Controls -Re-appointment of MD
* GMR Airports-CARE Ratings upgraded on existing NCBs
* Power Grid- Wins bid for Rajasthan REZ transmission project
* Kabra Extrusion Technik-LOI for battery-pack development and supply.
* Fine Organics, RPG Life-Acquisition announcements
* Indo-Tech Transformers-166cr order from AP TRANSCO
* RBL BANK-To mull issuance of foreign currency bonds on Sept 7
*🔴 NEGATIVE*
* Omaxe - SAT dismissed the company's appeal against SEBI
* Quality Power Electrical Equipments-Defers proposed preferential issue
* Omni tech Engineering, Juniper Green, MV Electro systems - Lockin expiry
* Page Industries-Dubai court notice
* NHPC- Subansiri Lower Hydro Electric Project dispute.
*🟢 POSITIVE*
* Axiscades Tech-BM on Sept.5 for Rs 200cr fundraise via NCDs
* Muthoot Finance-Shareholder nod for re-appointment of MD, CEO
* Jeena Sikho Lifecare - To expand Ayurvedic healthcare portfolio
* Jindal Worldwide, Shivalik Bimetal Controls -Re-appointment of MD
* GMR Airports-CARE Ratings upgraded on existing NCBs
* Power Grid- Wins bid for Rajasthan REZ transmission project
* Kabra Extrusion Technik-LOI for battery-pack development and supply.
* Fine Organics, RPG Life-Acquisition announcements
* Indo-Tech Transformers-166cr order from AP TRANSCO
* RBL BANK-To mull issuance of foreign currency bonds on Sept 7
*🔴 NEGATIVE*
* Omaxe - SAT dismissed the company's appeal against SEBI
* Quality Power Electrical Equipments-Defers proposed preferential issue
* Omni tech Engineering, Juniper Green, MV Electro systems - Lockin expiry
* Page Industries-Dubai court notice
* NHPC- Subansiri Lower Hydro Electric Project dispute.