Mkt. Updates :

GIFT NIFTY +101 (23931) from last trade 23830

Nikkei -345 pts ,
Hangseng +31 pts ,



Dow +235.65 pts ,Nsdq -161.86 pts, S&P +3.68 pts , Bovespa -2681 pts , Ftse +97 pts , Dax +335 pts , Cac +73 pts , Crude @ $84.82 brl (-4.49) Brent @ $92.06 brl (-4.72) , Gold @ 4090.70 (+19.20), Silver @ $57.74 (+0.83), Euro @ $1.1392 , JPY @ $163.55 , INR @ 96.565

US GOVT. 10-YR YIELD : 4.64%


Today's Corporate Action, 27-07-26 Ex Date :
 
ARE&M    
Final Dividend - Rs. - 5.2000        
BIRLACABLE    
Final Dividend - Rs. - 1.2500        
CRISIL    
Interim Dividend - Rs. - 10.0000        
DEEPAKNTR    
Final Dividend - Rs. - 7.5000        
DLF    
Final Dividend - Rs. - 8.0000        
EVERESTIND    
Final Dividend - Rs. - 1.0000        
KCP    
Dividend - Rs. - 0.5000        
PERSISTENT    
Final Dividend - Rs. - 18.0000        
TATACAP    
Final Dividend - Rs. - 0.5700        
UNIVCABLES    
Dividend - Rs. - 4.5000        
VINDHYATEL    
Final Dividend - Rs. - 6.0000        
WIPRO    
Interim Dividend - Rs. - 2.0000              


Today's Board Meetings, 27-Jul-26 :*


Aastha Spintex Ltd    
Audited Results    
Abhishek Finlease Ltd    
Quarterly Results    
ACE Edutrend Ltd    
Quarterly Results    
Andhra Cements Ltd    
Quarterly Results    
Aeroflex Industries Ltd    
Quarterly Results    
Amarjothi Spinning Mills Ltd    
General;Quarterly Results    
Antelopus Selan Energy Ltd-$    
Quarterly Results    
Apt Packaging Ltd    
A.G.M.;General;Quarterly Results    
ASI Industries Ltd    
Quarterly Results    
Aurionpro Solutions Ltd    
Quarterly Results    
Balaji Amines Ltd-$    
Quarterly Results    
Bharat Electronics Ltd    
Quarterly Results    
Bhagyanagar India Ltd    
General;Quarterly Results    
BKM Industries Ltd    
Quarterly Results    
The Byke Hospitality Ltd    
General    
Canara Bank    
Quarterly Results    
CCL Products (India) Ltd    
A.G.M.;Quarterly Results    
Capri Global Capital Ltd    
Quarterly Results    
Cineline India Ltd    
General;Quarterly Results    
Coal India Ltd    
Interim Dividend;Quarterly Results    
Coforge Ltd    
Interim Dividend;Quarterly Results    
Digitide Solutions Ltd    
Quarterly Results    
Emkay Global Financial Services Ltd    
Quarterly Results    
Epigral Ltd    
Quarterly Results    
Everest Industries Ltd    
Quarterly Results    
Expleo Solutions Ltd    
Final Dividend    
Fairchem Organics Ltd    
Quarterly Results    
Gallantt Ispat Ltd    
General;Quarterly Results    
Godfrey Phillips India Ltd    
Quarterly Results    
Gravita India Ltd    
Quarterly Results    
Happiest Minds Technologies Ltd    
Quarterly Results    
HMT Ltd    
Audited Results    
Home First Finance Company India Ltd    
General;Quarterly Results    
Housing & Urban Development Corporation Ltd    
Interim Dividend;Quarterly Results    
Icon Facilitators Ltd    
Employees Stock Option Plan    
IFB Agro Industries Ltd    
Quarterly Results    
Ishaan Infrastructures and Shelters Ltd    
General;Quarterly Results    
Indus Towers Ltd    
Audited Results;Quarterly Results    
JK Paper Ltd    
Quarterly Results    
Kanpur Plastipack Ltd    
General;Quarterly Results    
Kisan Mouldings Ltd-$    
Quarterly Results    
Lords Chloro Alkali Ltd    
Quarterly Results    
Manba Finance Ltd    
Interim Dividend;Quarterly Results    
Mishka Exim Ltd    
Quarterly Results    
Money Masters Leasing & Finance Ltd    
Quarterly Results    
Mold-Tek Packaging Ltd    
Quarterly Results    
Nelcast Ltd    
Quarterly Results    
NESCO Ltd    
Quarterly Results    
Naturewings Holidays Ltd    
A.G.M.;Employees Stock Option Plan;Final Dividend;General    
Northern Arc Capital Ltd    
Quarterly Results    
Panyam Cements & Mineral Industries Ltd    
Audited Results;Quarterly Results    
P N Gadgil Jewellers Ltd    
Quarterly Results    
Pro Clb Global Ltd    
Increase in Authorised Capital;General    
Ritesh International Ltd    
General;Quarterly Results    
R R Kabel Ltd    
Quarterly Results    
Sagar Cements Ltd-$    
Quarterly Results    
Seemax Resources Ltd

Half Yearly Results;General    
Senores Pharmaceuticals Ltd    
General;Quarterly Results    
SGL Resources Ltd    
Audited Results    
Shiva Cement Ltd    
Quarterly Results    
Sigachi Industries Ltd    
Quarterly Results    
Supreme Petrochem Ltd    
Quarterly Results    
Sumitomo Chemical India Ltd    
Quarterly Results    
Tata Chemicals Ltd    
Quarterly Results    
Tata Power Company Ltd    
General;Quarterly Results    
Tejas Networks Ltd    
Quarterly Results    
TGB Banquets and Hotels Ltd    
General;Quarterly Results    
Tilaknagar Industries Ltd-$    
Quarterly Results    
Tamilnad Mercantile Bank Ltd    
Quarterly Results    
Tokyo Plast International Ltd    
Quarterly Results    
Universal Autofoundry Ltd    
General;Quarterly Results    
Usha Martin Ltd    
Quarterly Results         


SEC. IN F&O BAN FOR, 27-Jul-26 :

None

🇮🇳India Daybook – Stocks in News

Waaree Renewable: Company bags EPC Orders For 800 MWac Solar PV Projects (Positive)

Hind Rectifiers: Company bags Order Worth ₹60 Cr from Modern Coach Factory for Supply of Propulsion Systems for 4 MEMU Trainsets. (Positive)

Caliber Mining & Logistics: Carnelian acquired 20lk shares (Positive)

Oil Downstream stocks: Crude Oil $92, down $10 from Thursday's high of $102. (Positive)

Sudeep Pharma: SBI MF acquired 20lk shares. (Positive)

Astral, Supreme: PVC prices increased by Rs 4/Kg. (Positive)

Aurobindo Pharma: License agreement with MSD. (Positive)

Gandhar Oil: Societe Generale acquired 8.5k shares (Positive)

Lemon Tree Hotels: DDA extends the validity of the LOA for development and operation of the five-star Aurika hotel project at Nehru Place, New Delhi by one year to Aug. 14, 2027. (Positive)

NBCC: Company has secured two project management consultancy (PMC) orders worth Rs. 108.85 crore. (Positive)

Landmark Cars: Company gets LoI from JSW MG Motor India to open an MG Experia showroom in Ahmedabad. (Positive)

NTPC: Net profit at Rs. 6,721 crore versus Rs. 6,011 crore YoY, Revenue at Rs. 50,741 crore versus Rs. 47,064 crore YoY (Positive)

Neogen: Net profit at Rs. 17.1 crore versus Rs. 10.3 crore YoY, Revenue at Rs. 250.3 crore versus Rs. 186.7 crore YoY. (Positive)

Onesource: Net profit to Rs. 25 crore versus loss of Rs. 18 lakh YoY, Revenue at Rs. 449 crore versus Rs. 327 crore YoY (Positive)

Lodha Developers: Revenue at Rs. 4,997 crore versus Rs. 3,492 crore YoY. Ebitda at Rs. 1,922 crore versus Rs. 984 crore YoY (Positive)

CreditAccess: Net profit to Rs. 493 crore versus Rs. 60 crore YoY. Total income up 22% to Rs. 1,784 crore versus Rs. 1,464 crore YoY (Positive)

Bank India: NII at Rs. 6,833 crore versus Rs. 6,068 crore YoY. Provisions to Rs. 964 crore versus Rs. 990 crore QoQ (Positive)

DCB Bank: NII at Rs. 684 crore versus Rs. 581 crore YoY, Provisions to Rs. 57 crore versus Rs. 115 crore YoY (Positive)

SBFC Fin: Revenues at Rs. 492 crore versus Rs. 389 crore YoY. Net profit up 29% to Rs. 130 crore versus Rs. 101 crore YoY (Positive)

IDFC First: NII at Rs. 5,972 crore versus Rs. 4,933 crore YoY. Net profit to Rs. 1,075 crore versus Rs. 463 crore YoY (Positive)

AU Small Bank: NII at Rs. 2,696 crore versus Rs. 2,045 crore YoY. Provisions to Rs. 371 crore versus Rs. 533 crore YoY (Neutral)

Vedant Facshion: Revenue at Rs. 301 crore versus Rs. 281 crore YoY, Net profit at Rs. 80.6 crore versus Rs. 70.3 crore YoY (Neutral)

Five Star: Revenues at Rs. 839 crore versus Rs. 791 crore YoY, Net profit at Rs. 271 crore versus Rs. 266 crore YoY (Neutral)

Birla Corp: Revenue at Rs. 2,646 crore versus Rs. 2,454 crore YoY. Ebitda at Rs. 342 crore versus Rs. 347 crore YoY (Neutral)

SBI Cards: Revenue at Rs. 5,205 crore versus Rs. 5,035 crore YoY. Interest income at Rs. 2,421 crore versus Rs. 2,493 crore YoY (Neutral)

Tata Consumer: Revenue at Rs. 5,349 crore versus Rs. 4,779 crore YoY. Ebitda at Rs. 724 crore versus Rs. 607 crore YoY. (Neutral)

Bank Baroda: Interest income at Rs. 33,211 crore versus Rs. 31,091 crore YoY, NII at Rs. 12,526 crore versus Rs. 11,435 crore YoY. (Neutral)

REC: Total income at Rs. 14,470 crore YoY. Net profit at Rs. 4,193 crore versus Rs. 4,466 crore YoY. (Neutral)

Jindal Steel: Revenue at Rs. 15,482 crore versus Rs. 16,218 crore QoQ. Ebitda at Rs. 2,660 crore versus Rs. 2,939 crore QoQ. (Neutral)

KFin: Revenue at Rs. 357 crore versus Rs. 274 crore YoY, Ebitda at Rs. 122 crore versus Rs. 114 crore YoY. (Neutral)

Infosys: French authority imposes a €175,000 penalty over shortcomings in the company's working time recording system. (Neutral)

Zydus Life: Suspends some operations in the Ahmedabad zone due to heavy rains and waterlogging. Operations are expected to resume as weather conditions improve. (Neutral)

ONGC: Spuds the first deepwater well in the Mahanadi Basin under the Samudra Manthan Mission. (Neutral)

LMW: Shareholders approve the reappointment of Sanjay Jayavarthanavelu as Managing Director from Apr. 1, 2027. (Neutral)

Gandhar Oil: Manufacturing plant in Silvassa affected by flood-like conditions. (Neutral)

TeamLease Services: ICICI Prudential Mutual Fund sells over a 2.1% stake, reducing its holding to 3.2%. (Neutral)

Indo Count Industries: Bhilad plant operations halted due to flooding following heavy rainfall. (Neutral)

Timken India: NCLT approves the first motion for the merger of Timken GGB Technology. Second motion application to follow. (Neutral)

Bluspring Enterprises: BNHTPL signs a Rs. 125 crore secured term loan to fund the acquisition of LSG Sky Chefs India. (Neutral)

Hindustan Zinc: Designates Munish Vasudeva and Kishor Kumar Sugumaran as Senior Management Personnel with effect from Jul. 24. (Neutral)

3M India: Temporarily suspends Ahmedabad plant operations due to heavy rains. Restoration is expected within the next few days. (Neutral)

ICICI Bank: Moody's and S&P Global Ratings assign Baa3 and BBB ratings, respectively, to the bank's USD-denominated senior unsecured fixed-rate notes under its Global Medium Term Note Programme. (Neutral)

Tata Steel: Bombay High Court restores the company's writ petition in connection with the waiver of a Rs. 25,185.51 crore loan. (Neutral)

Texmaco Rail: Touax Texmaco JV issues shares and CCDs to TrinityRail, revising ownership to 34% each for the JV partners and 32% for TrinityRail. (Neutral)

Sarda Energy: Arm approves ₹300 cr capex for capacity expansion at its Vizianagaram facility. (Neutral)

List of stocks included in the short term ASM Framework: Gandhar Oil, TechNVision. (Neutral)

Circuit filter change from 10% to 5%: Diamond Power, Sri Lotus Developers. (Neutral)

Circuit filter change from 20% to 10%: Technvision Ventures. (Neutral)

India plans tax cuts to boost foreign investment, Bloomberg reports
https://in.investing.com/news/economy-news/india-plans-tax-cuts-to-boost-foreign-investment-bloomberg-reports-5531803

Corporate Actions

Manipal Health Enterprises is set to make stock market debut today, August 05. The issue price is fixed at Rs. 590 per share.

VRL Logistics has approved the proposal to buy back up to 87,50,000 equity shares, representing up to 5.00% of equity shares, at a price of ₹320 per Equity Share for an aggregate amount of up to ₹280 Crores, on a proportionate basis through the “tender offer” route.

Dividend

05-Aug-26
MUNJALSHOW: Final Dividend - Rs. - 4.50
GOODYEAR: Final Dividend - Rs. - 26.50
ANUHPHR: Final Dividend - Rs. - 1.50
AUTOAXLES: Final Dividend - Rs. - 32.00
VAML: Interim Dividend - Rs. - 8.00
GANDHITUBE: Final Dividend - Rs. - 15.00
DISAQ: Final Dividend - Rs. - 200.00
INDAG: Final Dividend - Rs. - 1.50
BAYERCROP: Final Dividend - Rs. - 60.00
MATRIMONY: Final Dividend - Rs. - 5.00
SHREYANIND: Final Dividend - Rs. - 1.50
HYUNDAI: Final Dividend - Rs. - 21.00
AJANTPHARM: Interim Dividend - Rs. - 32.00
MUKESHB: Final Dividend - Rs. - 1.20
BAJAJINDEF: Final Dividend - Rs. - 2.00
BERGEPAINT: Dividend - Rs. - 4.00
FERMENTA: Final Dividend - Rs. - 3.75
UDS: Interim Dividend - Rs. - 1.00
SOMANYCERA: Final Dividend - Rs. - 2.00
BRIGADE: Final Dividend - Rs. - 2.00
SIKA: Final Dividend - Rs. - 3.50
IRB: Interim Dividend - Rs. - 0.05
ADFFOODS: Final Dividend - Rs. - 0.60
OAL: Final Dividend - Rs. - 0.50
TDPOWERSYS: Final Dividend - Rs. - 1.10

06-Aug-26
RANEHOLDIN: Final Dividend - Rs. - 47.00
HERCULES: Final Dividend - Rs. - 2.50
BLACKROSE: Interim Dividend - Rs. - 2.00
PRAJIND: Final Dividend - Rs. - 3.60
LUMAXIND: Final Dividend - Rs. - 55.00
BHARATGEAR: Final Dividend - Rs. - 1.00
INFOBEAN: Final Dividend - Rs. - 1.00
MINDTECK: Dividend - Rs. - 1.00
LUMAXTECH: Final Dividend - Rs. - 5.50
LINDEINDIA: Final Dividend - Rs. - 12.00
TASTYBITE: Final Dividend - Rs. - 10.00
BEMHY: Final Dividend - Rs. - 0.10
INVPRECQ: Final Dividend - Rs. - 1.00

IPO
Ardee Industries: Open: 05-Aug-26; Close: 07-Aug-26
LEAP India: Open: 07-Aug-26; Close: 11-Aug-26
Technocraft Ventures: Open: 07-Aug-26; Close: 11-Aug-26
Dhoot Transmission: Open: 10-Aug-26; Close: 12-Aug-26
Molbio Diagnostics: Open: 10-Aug-26; Close: 12-Aug-26

Buyback
---

Bonus Issue
---

Stock Split
Jojo: Stock Split From Rs. 10/- to Rs. 5/-; Ex-Date: 07-Aug-26

Right Issue
Genesys International Corporation: Ex-Date: 06-Aug-26
Shanti Gold International: Ex-Date: 06-Aug-26
Minolta Finance: Open: 01-Aug-26; Close: 17-Aug-26

Open Offer
Bliss GVS Pharma: Open: 18-Jul-26; Close: 10-Aug-26

RBI MAINTAINS REPO RATE UNCHANGED AT 5.25%

Stocks To Watch

JSW Dulux reported a 12.42% YoY decline in net profit to ₹79.7 crore for Q1CFY. Revenue declined 2.8% YoY to ₹965 crore.

Manappuram Finance reported net profit of ₹584.5 crore for Q1CFY, compared with ₹138.3 crore YoY. NII rose 28.1% YoY to ₹1,723.8 crore.

RHI Magnesita India reported an 83.2% YoY rise in consolidated net profit to ₹64.6 crore for Q1CFY, as margins improved despite higher input costs and pricing pressure. Revenue rose 5.6% YoY to ₹1,014 crore.

NBCC (India) reported a 17.2% YoY rise in net profit to ₹154.8 crore for Q1CFY, even as revenue declined 6% YoY to ₹2,259.5 crore.

Larsen & Toubro has entered into agreements with its wholly owned subsidiary Vyoma.AI Limited to transfer its Data Center and Cloud Services Business for ₹1,400 crore and divest its entire stake in L&T Network Services Private Ltd (LTNSPL) for ₹30 crore.

Electric 2W auto stocks (TVS Motor, Bajaj Auto, Hero MotoCorp, Ola Electric and Ather Energy) would be in focus after the government approved an additional ₹1,000 crore for electric 2Ws under its incentive framework, with benefits for the segment extended until March 2028.

HG Infra Engineering has received a LoA from the Department of Skill, Employment & Entrepreneurship, Government of Rajasthan, for the operation and management of the Industrial Training Institute (ITI) Bhiwadi Cluster under Component-I of the Pradhan Mantri Skilling and Employability Transformation through Upgraded ITIs (PM-SETU).

Clean Max Enviro Energy Solutions will issue a corporate guarantee of Rs. 92 crore for its subsidiary.

Landmark Cars signs an MoU with Tecso Charge Zone to offer wallet credits and other customer benefits.

Grasim Industries commences commercial production at its 50,000 MTPA CPVC resin plant in Gujarat.

Firstsource Solutions enters into a partnership with Cresta to deliver AI technology solutions.

GMR Power & Urban Infra board will consider raising up to Rs. 3,000 crore via QIP, bonds and other instruments on August 14.

Avenue Supermarts allots commercial paper worth Rs. 300 crore.

Natco Pharma board will consider fundraising via equity issuance on August 14.

Prestige Estates: CPPIB to invest up to Rs. 3,000 crore in Prestige Hospitality and acquire up to 28% stake.

Zydus Lifesciences arm Sentynl enters a pact with Mereo BioPharma for commercial and manufacturing rights of Alvelestat; Mereo eligible for up to USD 40 million under the agreement.

BEML receives a Rs. 184 crore order from HAL to supply Light Combat Helicopter fuselage aerostructures.

3M India fully resumes production and operations at its Ahmedabad plant after completing restoration activities.

KFin Technologies launches agentic AI solution ‘Klarity' to eliminate signature fraud in the BFSI segment.

Adani Ports arm Ocean Sparkle incorporates subsidiary Ocean Sparkle Offshore.

V-Mart Retail launches its 600th store.

Muthoot Microfin shareholders approve fundraising through private placement.

Manappuram Finance approves fundraising of up to Rs. 1 lakh crore via NCDs and other instruments.

SBI concludes issuance of USD 500 million senior unsecured notes.

Saatvik Green Energy secures a Rs. 400 crore order from an EPC player for supply of solar PV modules.

CAMS acquires the first tranche of Think founders' stake, raising its holding in Think to 77.7% for Rs. 18 crore.

Puravankara extends closure of the Rs. 145 crore Purva Ruby deal by 30 days.

HG Infra Engineering receives a LoA worth Rs. 241 crore from the Rajasthan government.

Escorts Kubota preponed the groundbreaking ceremony for its new greenfield manufacturing facility to August 19 from August 20.

Diamond Power Infrastructure secures Rs. 195 crore order from Rajesh Power Services for underground power cables.

ITI clarifies that it has signed a pact with Airtel Business to accelerate digital transformation, though the financial impact of the partnership is not yet quantifiable.

Omaxe arm receives a RERA certificate for a project in UP.

Dr Agarwal's Health Care Block Deal: TPG, Temasek to sell 11% stake at ₹500/share

Thyrocare Block Deal: ₹1,000 cr stake sale; 1.5 crore shares at ₹630-631 floor price

Tenneco Clean Air Block Deal: Promoter Tenneco Mauritius to sell 8% stake at ₹515/share
_____
Technically

Nifty 50 formed a sizable bearish candle with a minor lower shadow on the daily charts, indicating selling pressure amid range-bound trading. It fell marginally below the 23.6 percent Fibonacci retracement of the recent sharp rally but still traded well above all key moving averages. RSI fell to 56.1 and witnessed a bearish crossover, while the MACD inclined downward towards the signal line and the green bar on the histogram faded for the fourth consecutive session, all of which indicated a moderation in momentum and weakening buying strength.

Bank Nifty formed a bearish candle with a long lower shadow on the daily timeframe, indicating that buying interest emerged at lower levels. The index took support at the 50 percent Fibonacci retracement of the recent rally from the July low, as well as the 50-day EMA, and recovered from those levels to close off the day’s low with a 0.42 percent loss. The index closed below its short-term moving averages but remained above its medium- and long-term moving averages. The RSI declined to 49.95 and witnessed a negative crossover, while the MACD showed a bearish crossover, with the histogram turning red for the first time in the last five sessions. All these indicators point to a moderation in momentum and a shift towards sideways-to-bearish bias in the near term, although the recovery from key support levels suggests that buying interest remains at lower levels.
_____
F&O Cues

Nifty Aug futures is down 0.55% at a premium of 53 points.

Nifty Options 18th Aug Expiry: Maximum Call OI at 25,000 and Maximum Put OI at 24,000.  
                            
Securities in ban: Bandhan Bank, SAIL

Nifty PCR increased to 1.00 from 0.99.

India VIX fell 3.18 percent to 11.85 and remained below its short-term moving averages since July 27, signalling support for the bulls and low uncertainty in the market.
_____
Earnings Today

63 Moons Technologies, Abbott India, AIA Engineering, Apollo Hospitals, Arvind, Astral, Bliss GVS Pharma, Caplin Point Laboratories, DCX Systems, Dev Accelerator, EID Parry India, EMS, Eureka Forbes, Fiem Industries, Gujarat Fluorochemicals, GIC, Globe Civil Projects, GMR Airports, Gujarat Pipavav Port, Grasim Industries, GSFC, Hindustan Aeronautics, H.G. Infra, Hindustan Oil Exploration Company, Hindware Home Innovation, Hi-Tech Pipes, Indo Count Industries, India Glycols, Indian Hume Pipe Company, Indiqube Spaces, IRCON International, IRCTC, Jagran Prakashan, Jyothy Labs, Kirloskar Industries, La Opala RG, Man Infraconstruction, Marksans Pharma, MIDHANI, Motisons Jewellers, MTNL, National Fertilizers, Petronet LNG, Religare Enterprises, Sansera Engineering, Scoda Tubes, Shalby, Shringar House of Mangalsutra, Shriram Properties, SKF India, Somany Ceramics, Sudarshan Chemical Industries, Sun TV Network, Tasty Bite Eatables, Titagarh Rail Systems, Tata Motors, Vadilal Industries, Vesuvius India, VIP Industries, VA Tech Wabag, West Coast Paper Mills, Yatra Online.
_____
Earnings Post Market Hours

IFCI (Q1 FY27, Consolidated YoY)
Total income down 19.6% to Rs. 358 crore versus Rs. 445 crore.
Net profit down 16% to Rs. 33.5 crore versus Rs. 39.9 crore.


RHI Magnesita India (Q1 FY27, Consolidated YoY)
Revenue up 5.6% to Rs. 1,014 crore versus Rs. 960 crore.
EBITDA up 34.9% to Rs. 137.5 crore versus Rs. 101.9 crore.
EBITDA margin at 13.6% versus 10.6%.
Net profit up 83% to Rs. 64.6 crore versus Rs. 35.3 crore.

S.P. Apparels (Q1 FY27, Consolidated YoY)
Revenue down 0.6% to Rs. 401.1 crore versus Rs. 403.4 crore.
EBITDA up 16.1% to Rs. 61.4 crore versus Rs. 52.9 crore.
EBITDA margin at 15.3% versus 13.1%.
Net profit up 20.3% to Rs. 24.9 crore versus Rs. 20.7 crore.
Final dividend of Rs. 3 per share approved for FY26.
Approves stock split of 1 share into 5 shares.

Sunflag Iron & Steel (Q1 FY27, Consolidated YoY)
Revenue up 6.5% to Rs. 1,079 crore versus Rs. 1,013 crore.
EBITDA up 8.6% to Rs. 119 crore versus Rs. 110 crore.
EBITDA margin at 11% versus 10.8%.
Net profit up 5.6% to Rs. 66.1 crore versus Rs. 62.6 crore.

EPL (Q1 FY27, Consolidated YoY)
Revenue up 25.3% to Rs. 1,388 crore versus Rs. 1,108 crore.
EBITDA up 15.2% to Rs. 261 crore versus Rs. 227 crore.
EBITDA margin at 18.8% versus 20.5%.
Net profit down 1.4% to Rs. 98.6 crore versus Rs. 100 crore.

Piccadily Agro Industries (Q1 FY27, Consolidated YoY)
Revenue up 18.1% to Rs. 270.5 crore versus Rs. 229 crore.
EBITDA up 16.2% to Rs. 43.8 crore versus Rs. 37.7 crore.
EBITDA margin at 16.2% versus 16.5%.
Net profit up 15.1% to Rs. 21.3 crore versus Rs. 18.5 crore.

JSW Dulux (Q1 FY27, Consolidated YoY)
Revenue down 2.8% to Rs. 965 crore versus Rs. 993 crore.
EBITDA down 14.4% to Rs. 115 crore versus Rs. 134 crore.
EBITDA margin at 11.9% versus 13.5%.
Net profit down 12.4% to Rs. 79.7 crore versus Rs. 91 crore.
Approves stock split of 1 share into 10 shares.

TD Power Systems (Q1 FY27, Consolidated YoY)
Revenue up 72% to Rs. 640 crore versus Rs. 372 crore.
EBITDA up 74.9% to Rs. 121.4 crore versus Rs. 69.4 crore.
EBITDA margin at 19% versus 18.7%.
Net profit up 72% to Rs. 86 crore versus Rs. 50 crore.

Borana Weaves (Q1 FY27, YoY)
Revenue up 24.7% to Rs. 101 crore versus Rs. 81 crore.
EBITDA up 51.4% to Rs. 26 crore versus Rs. 17.2 crore.
EBITDA margin at 25.8% versus 21.2%.
Net profit up 35.2% to Rs. 16.5 crore versus Rs. 12.2 crore.

Manappuram Finance (Q1 FY27, Consolidated YoY)
NII up 28.2% to Rs. 1,725 crore versus Rs. 1,346 crore.
AUM up 57% to Rs. 69,635 crore versus Rs. 44,304 crore.
Net profit at Rs. 585 crore versus Rs. 138 crore.

Gujarat Energy (Q1 FY27, Consolidated QoQ)
Revenue up 64.8% to Rs. 9,545 crore versus Rs. 5,792 crore.
EBITDA at Rs. 1,381 crore versus Rs. 609 crore.
EBITDA margin at 14.5% versus 10.5%.
Net profit at Rs. 999 crore versus Rs. 351 crore.

Precision Camshafts (Q1 FY27, Consolidated YoY)
Revenue down 3.6% to Rs. 188 crore versus Rs. 195 crore.
EBITDA down 49% to Rs. 7.5 crore versus Rs. 14.7 crore.
EBITDA margin at 4% versus 7.5%.
Net profit down 55.3% to Rs. 8.4 crore versus Rs. 18.8 crore.

Harsha Engineers (Q1 FY27, Consolidated YoY)
Revenue up 25.2% to Rs. 457 crore versus Rs. 365 crore.
EBITDA up 22% to Rs. 67.6 crore versus Rs. 55.4 crore.
EBITDA margin at 14.8% versus 15.2%.
Net profit down 1.3% to Rs. 37.4 crore versus Rs. 37.9 crore.

Repco Home Finance (Q1 FY27, Consolidated YoY)
Total income up 6.2% to Rs. 468 crore versus Rs. 441 crore.
Net profit up 5.7% to Rs. 114.2 crore versus Rs. 108 crore.

TARC (Q1 FY27, Consolidated YoY)
Revenue at Rs. 217.1 crore versus Rs. 75.9 crore.
EBITDA at Rs. 40.2 crore versus loss of Rs. 120.3 crore.
Net profit down 58.1% to Rs. 22.7 crore versus Rs. 54.2 crore.
Other income at Rs. 1.6 crore versus Rs. 219 crore.

Flair Writing Industries (Q1 FY27, Consolidated YoY)
Revenue up 10.7% to Rs. 319 crore versus Rs. 289 crore.
EBITDA up 7.9% to Rs. 53.4 crore versus Rs. 49.5 crore.
EBITDA margin at 16.7% versus 17.1%.
Net profit down 0.3% to Rs. 28.6 crore versus Rs. 28.6 crore.

Landmark Cars (Q1 FY27, Consolidated YoY)
Revenue up 22.7% to Rs. 1,302 crore versus Rs. 1,062 crore.
EBITDA up 18.2% to Rs. 72.1 crore versus Rs. 61 crore.
EBITDA margin at 5.5% versus 5.7%.
Net profit at Rs. 14.5 crore versus Rs. 6.9 crore.

Linde India (Q1 FY27, Consolidated YoY)
Revenue up 21.6% to Rs. 694 crore versus Rs. 571 crore.
EBITDA up 1.8% to Rs. 201 crore versus Rs. 197 crore.
EBITDA margin at 28.9% versus 34.5%.
Net profit down 2.4% to Rs. 104.6 crore versus Rs. 107.2 crore.
Appoints Vikash Dokania as CFO from September 15.

Innova Captab (Q1 FY27, Consolidated YoY)
Revenue up 34% to Rs. 471 crore versus Rs. 351.5 crore.
EBITDA up 40.3% to Rs. 73.1 crore versus Rs. 52.1 crore.
EBITDA margin at 15.5% versus 14.8%.
Net profit up 42.3% to Rs. 44.1 crore versus Rs. 31 crore.

Ashiana Housing (Q1 FY27, Consolidated YoY)
Revenue down 63.3% to Rs. 108 crore versus Rs. 293 crore.
EBITDA down 36.3% to Rs. 7.6 crore versus Rs. 11.9 crore.
EBITDA margin at 7% versus 4%.
Net profit up 3.1% to Rs. 13.1 crore versus Rs. 12.7 crore.

Nephrocare Health Services (Q1 FY27, Consolidated YoY)
Revenue up 23.7% to Rs. 282 crore versus Rs. 228 crore.
EBITDA up 34.2% to Rs. 63.9 crore versus Rs. 47.6 crore.
EBITDA margin at 22.7% versus 20.9%.
Net profit up 35% to Rs. 32 crore versus Rs. 23.7 crore.

Som Distilleries & Breweries (Q1 FY27, Consolidated YoY)
Revenue down 49.2% to Rs. 269 crore versus Rs. 528 crore.
EBITDA down 78.8% to Rs. 14.9 crore versus Rs. 70.2 crore.
EBITDA margin at 5.5% versus 13.3%.
Net profit down 96.2% to Rs. 1.6 crore versus Rs. 42.1 crore.

DAM Capital Advisors (Q1 FY27, Consolidated QoQ)
Total income up 2.4% to Rs. 30 crore versus Rs. 29.3 crore.
Net profit down 40% to Rs. 15 lakh versus Rs. 25 lakh.

PI Industries (Q1 FY27, Consolidated YoY)
Revenue down 10.4% to Rs. 1,702 crore versus Rs. 1,901 crore.
EBITDA down 29.2% to Rs. 367.4 crore versus Rs. 519.1 crore.
EBITDA margin at 21.6% versus 27.3%.
Net profit down 39% to Rs. 244 crore versus Rs. 400 crore.

Bata India (Q1 FY27, Consolidated YoY)
Revenue up 3.9% to Rs. 979 crore versus Rs. 942 crore.
EBITDA up 2.6% to Rs. 204 crore versus Rs. 199 crore.
EBITDA margin at 20.8% versus 21.1%.
Net profit up 23.1% to Rs. 64 crore versus Rs. 52 crore.
Declares interim dividend of Rs. 25 per share.

Polyplex Corporation (Q1 FY27, Consolidated YoY)
Revenue up 29.6% to Rs. 2,254 crore versus Rs. 1,739 crore.
EBITDA at Rs. 297 crore versus loss of Rs. 0.6 crore.
Net profit at Rs. 91 crore versus loss of Rs. 19.3 crore.

MMTC (Q1 FY27, Consolidated YoY)
Revenue down 50% to Rs. 0.7 crore versus Rs. 1.4 crore.
EBITDA loss at Rs. 20.2 crore versus loss of Rs. 23.1 crore.
Net profit at Rs. 104 crore versus Rs. 44 crore.
Other income at Rs. 145 crore versus Rs. 70 crore.

Techno Electric & Engineering (Q1 FY27, Consolidated YoY)
Revenue up 19.8% to Rs. 630.3 crore versus Rs. 526 crore.
EBITDA up 7.7% to Rs. 99.5 crore versus Rs. 92.4 crore.
EBITDA margin at 15.8% versus 17.6%.
Net profit down 31.5% to Rs. 93.3 crore versus Rs. 136 crore.

Man Industries (Q1 FY27, Consolidated YoY)
Revenue up 41.9% to Rs. 1,053 crore versus Rs. 742 crore.
EBITDA up 89.2% to Rs. 143 crore versus Rs. 75.8 crore.
EBITDA margin at 13.6% versus 10.2%.
Net profit at Rs. 61.4 crore versus Rs. 27.6 crore.

Senco Gold (Q1 FY27, Consolidated YoY)
Revenue up 67.4% to Rs. 3,056 crore versus Rs. 1,826 crore.
EBITDA up 16.2% to Rs. 213 crore versus Rs. 184 crore.
EBITDA margin at 7% versus 10%.
Net profit down 3.4% to Rs. 101 crore versus Rs. 105 crore.

Delta Corp (Q1 FY27, Consolidated YoY)
Revenue down 8.2% to Rs. 169 crore versus Rs. 184 crore.
EBITDA down 19.5% to Rs. 31.5 crore versus Rs. 39.2 crore.
EBITDA margin at 18.7% versus 21.3%.
Net loss at Rs. 212 crore versus profit of Rs. 29.5 crore.
Saw one-time loss of Rs. 307 crore in Q1.

Caliber Mining & Logistics (Q1 FY27, Consolidated YoY)
Revenue up 67.2% to Rs. 657 crore versus Rs. 393 crore.
EBITDA up 15.8% to Rs. 110.2 crore versus Rs. 95.2 crore.
EBITDA margin at 16.8% versus 24.2%.
Net profit down 21.1% to Rs. 30 crore versus Rs. 38 crore.

JNK India (Q1 FY27, Consolidated YoY)
Revenue up 81.8% to Rs. 180 crore versus Rs. 99 crore.
EBITDA at Rs. 16.3 crore versus Rs. 3.2 crore.
EBITDA margin at 9.1% versus 3.2%.
Net profit at Rs. 11.5 crore versus Rs. 1.1 crore.

SKF India (Q1 FY27, YoY)
Revenue up 18.3% to Rs. 971 crore versus Rs. 821 crore.
EBITDA down 5.5% to Rs. 89 crore versus Rs. 94 crore.
EBITDA margin at 9.2% versus 11.5%.
Net profit down 13.9% to Rs. 62 crore versus Rs. 72 crore.

Ashoka Buildcon (Q1 FY27, Consolidated YoY)
Revenue down 20.5% to Rs. 1,500 crore versus Rs. 1,887 crore.
EBITDA down 56.9% to Rs. 258 crore versus Rs. 599 crore.
EBITDA margin at 17.2% versus 31.7%.
Net profit down 41.0% to Rs. 127.8 crore versus Rs. 217.4 crore.

ESAB India (Q1 FY27, YoY)
Revenue up 19.6% to Rs. 421 crore versus Rs. 352 crore.
EBITDA up 33.8% to Rs. 79.2 crore versus Rs. 59.2 crore.
EBITDA margin at 18.8% versus 16.8%.
Net profit up 37.0% to Rs. 56.1 crore versus Rs. 40.9 crore.

Gokaldas Exports (Q1 FY27, Consolidated YoY)
Revenue up 20.7% to Rs. 1,154 crore versus Rs. 956 crore.
EBITDA up 15.6% to Rs. 112.5 crore versus Rs. 97.3 crore.
EBITDA margin at 9.8% versus 10.2%.
Net profit up 6.8% to Rs. 44.3 crore versus Rs. 41.5 crore.
_________
LOCK IN
Kusumgar : 1 Month Lock in, 2 Million Shares, 2% of Total Outstanding

Insider trade
Prataap Snacks: Promoter Authum Investment & Infrastructure acquires 2.74 lakh shares in the company.

GNA Axles: Promoter group entity Maninder Singh Seehra disposes of 4.18 lakh shares in the company.

Additional Surveillance Measure (ASM)

Securities shortlisted in Long - Term: Aimtron Electronics

Securities shortlisted in Short - Term ASM:  Vedant Fashions, Shivalik Bimetal Controls, Shilpa Medicare    

Price Band
Price Band change from 10% to 5%: Sudeep Pharma

Price Band change from 20% to 10%: V Marc India
_____
Board Meetings

Stock Splits
Bansal Wire Industries

Fund Raising
Balu Forge Industries
Dishman Carbogen Amcis
GMR AIRPORTS
Shalimar Paints
 
AGM
United Breweries Ltd, Sika Interplant, ADF Foods, Galaxy Surf, BASF, Automotive Axle, Disa India, Va Tech Wabag, EID Parry, Goodyear, Indiqube Spaces, Sammaan Capital, Nephrocare Heal, TD Power System, Niva Bupa Health, Bata India, Man Infra, Insecticides, HCL Tech, Manappuram Fin, Somany Ceramics, Mukand, Kabra Extrusion, Berger Paints, Sangam India