Market Wizard
Positional or Delivery View (Technical View) Market Cap - 128+ Crore (Micro Cap) Bought/Added LAHOTI OVERSEAS at CMP of 43.5 - 44.5, shall add more on dips (if any) till 38 for positional/investment point of view. View valid as long as 36 is safe on closing…
LAHOTI OVERSEAS 48 ❤️❤️
ZOOMING ✈️✈️✈️
ZOOMING ✈️✈️✈️
PMI Data ⤵️
HSBC/S&P Global August Final Services PMI At 54.1 Vs 53.3 In July
HSBC/S&P Global August Composite PMI Unchanged At 54.3 MoM
HSBC/S&P Global August Final Services PMI At 54.1 Vs 53.3 In July
HSBC/S&P Global August Composite PMI Unchanged At 54.3 MoM
PMModi’s Message To SIAM:
⏩Automobile Sector Is Well Placed To Expand Its Global Presence
⏩Govt Initiatives Including PLI & ‘MakeInIndia’ Strengthening Mfg Capabilities
⏩Rapid Expansion Of Charging Infra Driving #EV Adoption And Innovation
⏩Better Connectivity & Efficient Logistics Making Indian Mfg More Competitive
⏩SIAM Urged To Play An Important Role In Shaping India’s Next-Gen Mobility Ecosystem
⏩Confident That Industry's Collective Vision & Collaborative Spirit Will Help Build A Dynamic, Sustainable Mobility Future
⏩Automobile Sector Is Well Placed To Expand Its Global Presence
⏩Govt Initiatives Including PLI & ‘MakeInIndia’ Strengthening Mfg Capabilities
⏩Rapid Expansion Of Charging Infra Driving #EV Adoption And Innovation
⏩Better Connectivity & Efficient Logistics Making Indian Mfg More Competitive
⏩SIAM Urged To Play An Important Role In Shaping India’s Next-Gen Mobility Ecosystem
⏩Confident That Industry's Collective Vision & Collaborative Spirit Will Help Build A Dynamic, Sustainable Mobility Future
Defence Minister Rajnath Singh released the 'RAKSHA' document
Global Defence Partnership's vision for the next 10 years
Govt Aims to promote export of Make in India defense equipment
Global Defence Partnership's vision for the next 10 years
Govt Aims to promote export of Make in India defense equipment
In a major boost to forex inflows, India's economy witnesses a massive surge! 📈💰
Backed by the RBI swap facility, total forex inflows jumped by an impressive 87.2% in just 10 days, climbing from $72.85 billion on August 21 to $136.38 billion by August 31, 2026.
FCNR(B) deposits continue to hit record highs, commanding a massive 93.30% share of the total inflows.
Backed by the RBI swap facility, total forex inflows jumped by an impressive 87.2% in just 10 days, climbing from $72.85 billion on August 21 to $136.38 billion by August 31, 2026.
FCNR(B) deposits continue to hit record highs, commanding a massive 93.30% share of the total inflows.
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🚨 Capri Global sees strong global demand for its maiden US Dollar bond
Raised US$300 Mn through Senior Secured Notes due 2029.
📌 Strong investor response
* Order book crossed US$700 Mn
* Issue oversubscribed by 2.3x+
* Participation from 64 accounts
* Strong allocation to global real money investors
🌍 Who participated
* US: 49%
* Asia: 39%
* EMEA: 12%
* Asset/Fund Managers: 91%
💰 Issue details
* Coupon: 7.55% p.a.
* First-ever US Dollar bond issuance
* Opens up access to foreign pools of capital
🤖 Technology push
Capri Loans is working with OpenAI to deploy enterprise-grade generative AI across customer service, knowledge and operational workflows.
📊 Consistent growth
Q1FY27 continued the YoY growth trend. PAT up 102%. AUM up 62% YoY, over Q1FY26.
Raised US$300 Mn through Senior Secured Notes due 2029.
📌 Strong investor response
* Order book crossed US$700 Mn
* Issue oversubscribed by 2.3x+
* Participation from 64 accounts
* Strong allocation to global real money investors
🌍 Who participated
* US: 49%
* Asia: 39%
* EMEA: 12%
* Asset/Fund Managers: 91%
💰 Issue details
* Coupon: 7.55% p.a.
* First-ever US Dollar bond issuance
* Opens up access to foreign pools of capital
🤖 Technology push
Capri Loans is working with OpenAI to deploy enterprise-grade generative AI across customer service, knowledge and operational workflows.
📊 Consistent growth
Q1FY27 continued the YoY growth trend. PAT up 102%. AUM up 62% YoY, over Q1FY26.
Data Centre spending $31.6 trillion by 2050: PwC estimates - Constraints may be physical and power infrastructure
PwC estimates global data-centre spending could reach $31.6 trillion cumulatively through 2050, with annual spending rising from ~$800 billion currently to $1.1 trillion by 2030 and $1.8 trillion by 2050
GPUs, servers, storage and networking equipment need regular upgrades. PwC expects the AI infrastructure cycle to effectively reset every 4–6 years, creating recurring capex rather than a traditional infrastructure boom followed by a decline.
ICT equipment is expected to account for ~93% of data-centre investment by 2050, up from ~70% today. This makes semiconductors, servers, networking, power electronics and cooling particularly attractive.
Data centres need enormous amounts of reliable electricity. Availability of affordable, reliable and increasingly clean power could determine which countries/regions attract the next wave of AI infrastructure
PwC expects China and India to drive a large share of incremental data-centre demand, supported by huge populations, expanding digital economies and significant scope for AI adoption.
The capex chain includes power generation → transmission → transformers → UPS → switchgear → cooling → servers → networking → construction → data-centre real estate.
⚠️What can derail the boom?
The biggest constraint isn't capital — it's power and physical infrastructure.
PwC also highlights semiconductor supply disruptions, data sovereignty, connectivity and local opposition as potential bottlenecks. At least 75 projects worth ~$130 billion were reportedly delayed or blocked by community resistance in Q1 2026.
Beneficiary Companies -
Power & grid
=> NTPC
=> Power Grid
=> Tata Power
=> JSW Energy
=> Adani Energy Solutions
Cables & Wire
=> Polycab India
=> KEI Industries
=> RR Kabel
=> APAR Industries
=> Finolex Cables
Electrical equipment / power infrastructure
=> Hitachi Energy India
=> ABB India
=> Siemens
=> CG Power
Data-centre infrastructure/construction
=> Larsen & Toubro
=> Techno Electric & Engineering
=> Anant Raj
=> Netweb Technologies
=> E2E Networks
Cooling and Thermal Management
=> Blue Star
=> Voltas
=> Aeroflex Industries
The AI boom is gradually becoming an electricity + infrastructure boom. The biggest winners may not only be Nvidia-type chip companies; they could also be the companies supplying power, transformers, cooling, grids, construction and data-centre infrastructure.
Disclaimer: This post is for educational and study purposes only. Please do not consider it as a Buy/Sell recommendations.
PwC estimates global data-centre spending could reach $31.6 trillion cumulatively through 2050, with annual spending rising from ~$800 billion currently to $1.1 trillion by 2030 and $1.8 trillion by 2050
GPUs, servers, storage and networking equipment need regular upgrades. PwC expects the AI infrastructure cycle to effectively reset every 4–6 years, creating recurring capex rather than a traditional infrastructure boom followed by a decline.
ICT equipment is expected to account for ~93% of data-centre investment by 2050, up from ~70% today. This makes semiconductors, servers, networking, power electronics and cooling particularly attractive.
Data centres need enormous amounts of reliable electricity. Availability of affordable, reliable and increasingly clean power could determine which countries/regions attract the next wave of AI infrastructure
PwC expects China and India to drive a large share of incremental data-centre demand, supported by huge populations, expanding digital economies and significant scope for AI adoption.
The capex chain includes power generation → transmission → transformers → UPS → switchgear → cooling → servers → networking → construction → data-centre real estate.
⚠️What can derail the boom?
The biggest constraint isn't capital — it's power and physical infrastructure.
PwC also highlights semiconductor supply disruptions, data sovereignty, connectivity and local opposition as potential bottlenecks. At least 75 projects worth ~$130 billion were reportedly delayed or blocked by community resistance in Q1 2026.
Beneficiary Companies -
Power & grid
=> NTPC
=> Power Grid
=> Tata Power
=> JSW Energy
=> Adani Energy Solutions
Cables & Wire
=> Polycab India
=> KEI Industries
=> RR Kabel
=> APAR Industries
=> Finolex Cables
Electrical equipment / power infrastructure
=> Hitachi Energy India
=> ABB India
=> Siemens
=> CG Power
Data-centre infrastructure/construction
=> Larsen & Toubro
=> Techno Electric & Engineering
=> Anant Raj
=> Netweb Technologies
=> E2E Networks
Cooling and Thermal Management
=> Blue Star
=> Voltas
=> Aeroflex Industries
The AI boom is gradually becoming an electricity + infrastructure boom. The biggest winners may not only be Nvidia-type chip companies; they could also be the companies supplying power, transformers, cooling, grids, construction and data-centre infrastructure.
Disclaimer: This post is for educational and study purposes only. Please do not consider it as a Buy/Sell recommendations.
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MONARCH SURVEYORS & ENGINEERING: WINS ₹4.3 CR GADCHIROLI AIRPORT CONSULTANCY CONTRACT
INDIAN FOREIGN MINISTER SAYS THAT HIS COUNTRY IS READY TO HELP END THE WAR IN UKRAINE.
IDFC FIRST BANK: MOBILISES ~$3.57 BN UNDER RBI FCNR(B) SWAP WINDOW
Mobilised gross ~$3.57 Bn (~₹33,975 Cr) from NRI customers under RBI’s FCNR(B) swap window
Mobilisation equals ~11% of deposit base as of June 30, 2026
IFSC Banking Unit facilitated ~$2.60 Bn (~₹24,720 Cr) of lending during the period
INR equivalents based on Aug 31, 2026 exchange rate
FCNR(B) mobilisation figures are provisional & unaudited
Mobilised gross ~$3.57 Bn (~₹33,975 Cr) from NRI customers under RBI’s FCNR(B) swap window
Mobilisation equals ~11% of deposit base as of June 30, 2026
IFSC Banking Unit facilitated ~$2.60 Bn (~₹24,720 Cr) of lending during the period
INR equivalents based on Aug 31, 2026 exchange rate
FCNR(B) mobilisation figures are provisional & unaudited
RAIL VIKAS NIGAM: EMERGES L-1 FOR ₹404.88 CR EAST COAST RAILWAY PROJECT
Emerges as Lowest Bidder (L-1) for East Coast Railway project worth ₹404.88 Cr
Scope includes roadbed, bridges & electrification works
Project execution period: 30 months
Final order award awaited
Emerges as Lowest Bidder (L-1) for East Coast Railway project worth ₹404.88 Cr
Scope includes roadbed, bridges & electrification works
Project execution period: 30 months
Final order award awaited
SHANTHI GEARS:
CO BOARD APPOINTS SAI KRISHNA ALLURI AS CHIEF FINANCIAL OFFICER
CO BOARD APPOINTS SAI KRISHNA ALLURI AS CHIEF FINANCIAL OFFICER
SICAL LOGISTICS:
CO SCALES HEAVY MINING LOGISTICS BACKLOG ACROSS CENTRAL INDIA COALFIELDS
CO SCALES HEAVY MINING LOGISTICS BACKLOG ACROSS CENTRAL INDIA COALFIELDS
IEX August Biz Update
⚡️Electricity Traded Volume At 13.94 BU, Up 20.2% YoY
⚡️Real-time Market Volume Up 10.6% YoY To 5.6 BU
⚡️Day-ahead Market Volume Traded 1,765 MU
⚡️Electricity Traded Volume At 13.94 BU, Up 20.2% YoY
⚡️Real-time Market Volume Up 10.6% YoY To 5.6 BU
⚡️Day-ahead Market Volume Traded 1,765 MU
POWERGRID: WINS ₹1,152 CR ANNUAL TRANSMISSION PROJECT UNDER TBCB
• POWERGRID declared successful bidder under Tariff Based Competitive Bidding for Gujarat’s Lakadia REZ Phase-II (7,500 MW) project.
• Quoted annual transmission charges: ₹1,152.49 Cr.
• Project to be implemented on BOOT basis.
• Scope includes new 765/400kV Lakadia-II Sub-station and 765kV transmission lines in Gujarat.
• Also includes installation and commissioning of synchronous condenser and associated equipment.
• Letter of Intent received on September 3, 2026.
• POWERGRID declared successful bidder under Tariff Based Competitive Bidding for Gujarat’s Lakadia REZ Phase-II (7,500 MW) project.
• Quoted annual transmission charges: ₹1,152.49 Cr.
• Project to be implemented on BOOT basis.
• Scope includes new 765/400kV Lakadia-II Sub-station and 765kV transmission lines in Gujarat.
• Also includes installation and commissioning of synchronous condenser and associated equipment.
• Letter of Intent received on September 3, 2026.
MARKET BUZZ: NDTV PROFIT
IIFL FINANCE 🟢
• Buy flows seen on large HNI desk
• Dealers expect positive corporate development / potential fund raise announcement
ALKEM LAB 🟢
• Buzz of new CEO announcement soon
SOLARA ACTIVE 🟢
• Buzz of shutdown of loss-making plant
MANGALAM CEMENT 🟢
• Buy flows seen on PMS desk
• Dealers expect possible M&A activity
NGL FINE 🟢
• Buzz of PE investor fund infusion
• Stock up ~8% today
SUDARSHAN CHEMICALS / DEEP IND 🟢
• Large prominent HNI reportedly accumulating shares
AUROBINDO PHARMA 🔴
• Buzz of promoter block deal
IIFL FINANCE 🟢
• Buy flows seen on large HNI desk
• Dealers expect positive corporate development / potential fund raise announcement
ALKEM LAB 🟢
• Buzz of new CEO announcement soon
SOLARA ACTIVE 🟢
• Buzz of shutdown of loss-making plant
MANGALAM CEMENT 🟢
• Buy flows seen on PMS desk
• Dealers expect possible M&A activity
NGL FINE 🟢
• Buzz of PE investor fund infusion
• Stock up ~8% today
SUDARSHAN CHEMICALS / DEEP IND 🟢
• Large prominent HNI reportedly accumulating shares
AUROBINDO PHARMA 🔴
• Buzz of promoter block deal
AVENUES AI:
UAE AND OMAN ARE OPERATIONAL MARKETS;
CO TARGETS INTERNATIONAL OPERATIONS CONTRIBUTING 12 - 15% OF PAYMENTS NET REVENUE BY FY28.
UAE AND OMAN ARE OPERATIONAL MARKETS;
CO TARGETS INTERNATIONAL OPERATIONS CONTRIBUTING 12 - 15% OF PAYMENTS NET REVENUE BY FY28.