INDIA DAYBOOK | 03 SEPTEMBER 2026
STOCKS IN NEWS | AFTER MARKET CLOSE

POSITIVE NEWS

- Persistent Systems — Plans to raise $450 Mn through debt/equity.
- Ola Electric — Board to consider fundraising on Sep 5.
- KSH International — Factory licence renewed till Dec 2030.
- HUDCO — MoU with Bihar Government for funding of up to ₹25,000 Cr.
- Kirloskar Oil Engines — Strategic cooperation with DEUTZ on 1.6L engine platform.
- Sterlite Technologies — CRISIL upgraded long-term ratings to AA/Stable.
- Muthoot Finance — Shareholders approved MD/Whole-Time Director appointments.
- Jeena Sikho Lifecare — Added six new products to its Ayurvedic portfolio.
- Jindal Worldwide — Shareholders approved MD re-appointment.
- Shivalik Bimetal Controls — Kabir Ghumman re-appointed as MD.
- GMR Airports — CRISIL upgraded existing NCBs to AA-/Stable.
- Power Grid — Won Rajasthan REZ transmission project with ₹3,244 Cr annual charges.
- Kabra Extrusion Technik — Received LOI from a leading 2-wheeler OEM for battery packs.
- Fine Organics — Agreed to acquire 80% stake in Oleofine Organics.
- Indo-Tech Transformers — Won ₹165.6 Cr AP TRANSCO order.
- Technocraft Ventures — Q1 margins improved 220 bps YoY.
- Nuvama Wealth — Received relief from Supreme Court.
- ICICI Bank — Completed purchase of additional 2% stake in ICICI Prudential Life.
- Aditya Birla Capital — Raised ₹300 Cr through listed NCDs.
- L&T Finance — Allotted ₹500 Cr NCDs.
- Aavas Financiers — Plans ₹100 Cr NCD issue.
- Anand Rathi Wealth — Invested ₹5.49 Cr in IFSC subsidiary.
- Kajaria Ceramics — Partnered for solar/wind power supply to Rajasthan plants.
- NMDC — August production grew 20.8% YoY.

NEGATIVE NEWS

- FACT — Faces ₹438 Cr penal-interest impact on government loan and is seeking waiver.
- SAIL — LIC reduced stake by 2% to 4.63%, creating potential supply pressure.
- Hexaware Technologies — CEO resigned and will transition to Senior Advisor.
- Page Industries — Faces ~₹294 Cr Dubai court claim plus interest.
- Omaxe — SAT dismissed appeal against SEBI order.
- Quality Power Electrical — Deferred proposed preferential issue.
- NHPC — Faces ₹392 Cr plus €1.54 Mn arbitration award in Subansiri dispute.
- Reliance Infrastructure — ED filed PMLA prosecution complaint alleging ₹179.7 Cr.
- Aarti Pharmalabs — Faces ₹59.5 Cr stamp duty and penalty.
- Responsive Industries — Promoter group pledged 15L shares.
- GCPL — Inventory-adjustment concerns flagged in strategy call.

NEUTRAL / WATCH

- KPI Green — CFO Salim Yahoo ceased to be CFO/KMP.
- Blue Star — Completed MedTech business sale for up to ₹40 Cr.
- Escorts Kubota — Launched new Farmtrac and PROMAXX tractor ranges.
- AxisCades Tech — Board to consider ₹200 Cr NCD fundraising on Sep 5.
- Baazar Style Retail — Leadership changes; litigation with Cupid to be withdrawn.
- DIPAM — Rural Development shares transferred to Housing & Urban Affairs; government holding unchanged at 75%.
- MosChip Technologies — Supreme Court directed additional ₹200 Cr security in Vayavya Labs dispute.
- Shukra Pharmaceuticals — Promoter converted warrants worth ₹3.13 Cr.
- Godrej Properties — Ratings reaffirmed at AA+/Stable and A1+.
- CEAT — Odisha tax demand revised to ₹3.84 Cr plus interest/penalty.
- India Cements — To acquire 26% in Amplus TN One Energy for up to ₹14.1 Cr.
- Coromandel International — Converted ₹108 Cr subsidiary loan into equity.
- HEG — Changed name to HEG Advanced Materials.
- Samvardhana Motherson — Provided ₹70 Cr corporate guarantee for subsidiary.
- MSP Steel & Power — Board approved demerger scheme.
- RBL Bank — Mobilised ~$3.4 Bn FCNR(B) deposits; considering foreign-currency bond issue.
- Metropolis Healthcare — Targets expansion to 1,000 towns over three years.
- Syrma SGS — Elemaster JV targets ₹200 Cr first-year revenue.
- Cochin Shipyard — Started construction of four battery-electric tugs.
- Auto Components — Industry targets $200 Bn turnover by FY30.
- Engineering Exporters — Raised concerns over proposed Russia sanctions bill.
- NCLAT / Supertech — Seeks status report on delayed housing projects.

KEY TAKEAWAY
- Strong order wins, funding activity and capacity expansion dominate positives, while regulatory/legal issues and promoter stake sales remain key negatives to watch.

Softbank Has Likely Upsized Share Sale To $173 m (Rs 1,634 Cr) From $151 m Rs 1,435 Cr ) Via Block Deals

INOX WIND: WINS ₹755 CR REPEAT ORDER FROM INDIAN OIL

POSITIVE FOR CAPITAL GOODS/POWER ANCILLARY STOCKS

SIEMENS ENERGY INDIA
Order ramp up in transmission sector
Export demand for transformers, switchgears
Capacity expansion plans

MAJOR CONTRACT WINS | SEPTEMBER 02, 2026

BEML
₹180.60 Cr — Vande Bharat trainset manufacturing order

POWERGRID
Rajasthan inter-state transmission system project win

GPTINFRA
₹483.70 Cr — Bridge construction project order

INDOTECH
₹165.55 Cr — Order for 26 power transformers

MANBRO
₹7.79 Cr — GI steel tubular poles order

ACCORDTS
₹9.69 Cr — Transformer supply order

VEERHEALTH
₹4.37 Cr — Order from Indian FMCG company

AFCOM
Acquisition of 4 Boeing 777-8F freighter aircraft

CLSA On #GodrejCons: Underperform call, target price cut to ₹743/sh. India growth may remain lower due to GT inventory correction, high invsts & tough input-cost environment. Invsts of ₹200 cr annually planned across R&D, GTM & marketing. FY27-29 CL PAT estimates cut 4-6%

RPG LIFE SCIENCES: RPG ACTIVE PHARMA ACQUIRES API BUSINESS OF RAGHAVA LIFE SCIENCES TO STRENGTHEN ITS INTEGRATED API PLAY

GODAVARI DRUGS | MICRO-CAP WITH A POTENTIAL CAPACITY INFLECTION

Godavari Drugs, with a market cap of around ₹100 Cr, has released its FY26 Annual Report.

Key Developments
• Preferential issue completed at ₹89/share, raising approximately ₹44.12 Cr from promoters and non-promoters.
• The company has invested around ₹60 Cr in a new manufacturing facility over the last two years.
• This is significant against the existing net block of around ₹30 Cr, effectively creating a major expansion in the fixed-asset base.
• Production from the new facility is expected to commence in FY27.
• The company is exploring CDMO partnership opportunities as a potential growth avenue.

What Makes It Interesting
The upcoming facility could create a meaningful step-up in manufacturing capacity relative to the company’s existing asset base.

The CDMO opportunity is also worth tracking, although the Annual Report does not indicate any specific major breakthrough or confirmed partnership yet.

Key Takeaway
Godavari Drugs is an interesting micro-cap to watch because FY27 could be an important capacity-to-revenue conversion year.

However, the investment thesis is still at an early stage. The key monitorables will be new-facility commissioning, capacity utilisation, revenue ramp-up and any concrete CDMO wins.

📊 LISTING TODAY - 03 SEP 2026

1. LUMINO INDUSTRIES LTD
- NSE: LUMINO | BSE: 544894
- IPO PRICE: ₹82 | RETAIL LOT: 182 | HNI LOT: 2548
- ISIN: INE185Q01025

𝙂𝙡𝙖𝙨𝙨 𝙒𝙖𝙡𝙡 𝙎𝙮𝙨𝙩𝙚𝙢𝙨 (𝙄𝙣𝙙𝙞𝙖) 𝙇𝙞𝙢𝙞𝙩𝙚𝙙 𝙄𝙋𝙊

◆Date : 8 to 10-Sep-2026
◆Price : ₹172 - ₹182
◆Lot : 82 Shares
◆Size : ₹427.89 Cr
◆FV : ₹2/-
◆Retail : 35%

Lots:
◆Bhni : 2,048
◆Shni : 1,024
◆Retail : 1,00,349
◆Allotment : 11 Sep
◆Listing : 16 Sep
◆Registrar : MUFG Intime

𝙋𝙧𝙖𝙨𝙤𝙡 𝘾𝙝𝙚𝙢𝙞𝙘𝙖𝙡𝙨 𝙇𝙞𝙢𝙞𝙩𝙚𝙙 𝙄𝙋𝙊

◆Date : 8 to 10-Sep-2026
◆Price : ₹643 - ₹676
◆Lot : 22 Shares
◆Size : ₹500.00 Cr
◆FV : ₹2/-
◆Retail : 35%

Lots:
◆Bhni : 2,401
◆Shni : 1,201
◆Retail : 1,17,671
◆Allotment : 11 Sep
◆Listing : 16 Sep
◆Registrar : KFIN Tech

𝙆𝙖𝙣𝙤𝙝𝙖𝙧 𝙀𝙡𝙚𝙘𝙩𝙧𝙞𝙘𝙖𝙡𝙨  𝙇𝙞𝙢𝙞𝙩𝙚𝙙 𝙄𝙋𝙊

◆Date : 8 to 10-Sep-2026
◆Price : ₹601 - ₹632
◆Lot : 23 Shares
◆Size : ₹1053.74 Cr
◆FV : ₹2/-
◆Retail : 35%

Lots:
◆Bhni : 5,188
◆Shni : 2,594
◆Retail : 2,54,203
◆Allotment : 11 Sep
◆Listing : 16 Sep
◆Registrar : MUFG Intime

𝘼𝙨𝙨𝙚𝙩 𝙍𝙚𝙘𝙤𝙣𝙨𝙩𝙧𝙪𝙘𝙩𝙞𝙤𝙣 𝘾𝙤𝙢𝙥𝙖𝙣𝙮 (𝙄𝙣𝙙𝙞𝙖) 𝙇𝙞𝙢𝙞𝙩𝙚𝙙 𝙄𝙋𝙊

◆Date : 9 to 11-Sep-2026
◆Price : ₹132 - ₹139
◆Lot : 107 Shares
◆Size : ₹732.97 Cr
◆FV : ₹10/-
◆Retail : 35%

Lots:
◆Bhni : 3,520
◆Shni : 1,760
◆Retail : 1,72,488
◆Allotment : 15 Sep
◆Listing : 17 Sep
◆Registrar : MUFG Intime

📢 IPO EVENTS | 03 SEP 2026

1. ALLOTMENT(S) 📋
- PHYCHEM TECHNOLOGIES LTD (BSE SME)
- SHANTI INORGANICS LTD (NSE SME)
- PURPLE STYLE LABS LTD (MAINBOARD)
- ASHUTOSH FIBRE LTD (NSE SME)

2. LISTING(S) 🎯
- LUMINO INDUSTRIES LTD (MAINBOARD)
- KWICK FORENSIC SOLUTIONS LTD (BSE SME)

3. CLOSING TODAY ⏳
- RAYS OF BELIEF LTD (MAINBOARD)
- DEEPA JEWELLERS (MAINBOARD)
- FARM PEACE LTD (BSE SME)
- FLY-HI MARITIME TRAVELS LTD (BSE SME)

NO NEW IPO OPEN TODAY👍

🎯Definition of Time frame

➡️Positional View are for 3 months to 6 months

➡️ Mid Term View are for 1 months to 3 months

➡️ Delivery View are for 12 months or more

➡️Intraday is for same day

➡️BTST or STBT is for T+1 day

➡️SHORT TERM View are for 3 days to 1 month

➡️HERO or ZERO View are till weekly expiry.

➡️BUY View are always CASH Levels

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ALL SL are on closing basis except Intraday View.

Views will be shared from all Market Caps. Market Caps which we track are as follows:-

Mid Caps (Moderate Risky)
Small Caps (High Risky)
Large Caps (Less Risky)
Micro Caps (Highest Risky) (Major Multi bagger come from here)

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Dear Members,

I am posting some important message. Please read carefully if you are new to this group.

# 1st clasify yourself. You are trader, investor or swing player.

# After that asses your risk profile. In risk profiling if ur very risk averse investor or trade enter stocks accordingly.

# After this next step is entering and exiting.

This is most important step which people don't understand. Patience is very important in stock markets. For me 2% intraday gains is excellent but for other 10% is also not much. So entry and exit is what one should learn and execute. Exit can never be taught because everyone has different profit appetite. Exit at your comfort.

# And last position sizing.

How much u should invest per call. I would prefer minimum 10 - 15 calls should be entered. Don't put all your capital in one stock. Be diversified.

Smallcaps and Microcaps are for risky players. Even f&o is for the same risk taking capacity people. Enter after due diligence.

Most Important point

Follow SL in all trades, wether investment or trading.

One more request.

Please maintain your trade journal and excel sheet, so you can track everything easily and learn from it. Be independent. Don't ever expect spoon feeding.

Keep Calm and don't jump to any trade without proper risk management

Don't expect Spoon Feeding

Message for New Members 👆