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

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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 👆

FAQ (Frequently Asked Questions by new members)

1.Can I enter at the current price? :- one can add stock till given stop loss or within the mentioned levels with proper risk & money management. The maximum allocation for single stocks should be around 3 - 5% of the portfolio size. Divide your capital in minimum 15 - 20 stocks.

2.Stock is trading below stop loss, Hold or exit? :- Stop loss is always on a closing basis for positional calls. If stock is trading below the stop loss mentioned at 3.25pm, then Take SL & if not then hold. For intraday trades, if SL is hit then exit at cost.

3. Can I book Profit at current levels or more upside is left:- Exit when u feel it's decent profit as per your risk profile and risk management. Exit can never be taught as all individual has different profit mindset.

4. New views which are shared will always be pinned 📌 so members don't miss it.

Please note :- Old members are allowed to post this message in case any new members asked the above-mentioned questions

Everyone Please read last 5 messages

SHIVATEX - WEEKLY CHART

NEAT & CLEAN BREAKOUT DONE

EXPECTING FIREWORKS 🎆