Market Wizard
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SHIVATEX - WEEKLY CHART

NEAT & CLEAN BREAKOUT DONE

EXPECTING FIREWORKS 🎆
BALU FORGE:

CO. ACQUIRES LARGE RING ROLLING LINE TO EXPAND INTO HIGH-GROWTH HEAVY ENGINEERING SECTORS, ADDS APPROXIMATELY 18,000 TONNES OF SPECIALISED HEAVY RING ROLLING CAPACITY
Rupee Opens At 94.30/$ Vs Wednesday’s Close Of 94.97/$

📈Rupee Opens At 2-month High, Appreciates 67 Paise Against US Dollar To 94.30/$ At Open
Nifty to open +83.5 points gap up
INNOVA CAPTAB:

CO RECEIVES BOARD IN-PRINCIPLE APPROVAL FOR RS. 50 CRORE LAND ACQUISITION, STRATEGIC REAL ESTATE EXPANSION AND OPERATIONAL FACILITY DEVELOPMENT
GE Vernova T&D and Hitachi Energy, Siemens – Positive Read Through

Power Grid successful bidder for Barmer HVDC projects

Est. project cost around Rs 25000-26000 cr by analysts

Power Cap good stocks in Focus
Welspun Corp up nearly 5% after Jefferies initiates call to 'buy'
Indigo down 1% in trade on higher crude prices and Air India fund infusion

Tata Sons clears 10k cr for Air India fund infusion - TOI
Clean Max up 7% on large trade impact
India Ratings upgrades JSW Steel's NCDs to 'AA+'; Outlook stable
United Breweries in Focus

Capital Market Day Today

Key Takeaways from presentation:

1) Winning across channels, premium market share +400 bps

2) Margins to be driven by premium and state mix

3) Target Low-Mid Teens Margins in Mid Term, double digit sales growth
Kotak Securities on Adani Ports

Upgrade to Buy from Add; TP at Rs 2000

Key overhangs are easing

Meaningful expansion opportunities at Mundra and Colombo

August print solid, though possibly boosted by TPPs stocking up coal
INVESTEC ON TORRENT POWER ; UPGRADE TO BUY | TP ₹1,515

• Company entering a 3–4 year earnings inflection phase.

• Earnings inflection driven by the 1.4 GW Nabha acquisition.

• Nabha acquisition expected to add ~₹1,100 Cr of steady-state EBITDA from FY27.

• 4.2 GW renewable energy pipeline under execution should expand asset base and cash flows.

• Expects Torrent Power to generate ~₹13,800 Cr operating cash flow over FY27–28.

• Stock trades at an attractive ~10x FY28E EV/EBITDA and ~2.6x P/BV.

• Delay in project execution remains a key risk.
MEESHO

8 Cr Shares (1.73% Eq) Worth ₹1,650.4 Cr Change Hands In Block Deal Window
CYBERMEDIA 23.9 ❤️

UC LOCKED 🔒

31% MOVE IN 1 WEEK
Market Wizard
ADDED SHIVATEX AT 173 - 176
SHIVATEX 185❤️❤️

ZOOMING🚀🚀
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