Marketminati

VOLTAS Q1 ❄️📈 • RAC Leadership: Focus on innovation, premiumisation & deeper channel penetration • Commercial AC: Seen as a key long-term growth opportunity • Voltbek: Growth expected through product segmentation, premiumisation & channel expansion • Projects Business: Focus on selective, value-accretive & fast-track orders, especially manufacturing and data centres • Inventory: Channel inventory at ~4 weeks; dealers remain cautious • Festive Demand: Outlook expected to become clearer over the next 4–6 weeks • Q2 Outlook: Seasonally weak quarter for cooling products; geopolitical uncertainty remains a monitorable

ASHOK LEYLAND Q1 🚛📈 • CV Demand: MHCV industry expected to grow high single digits in FY27; LCV growth slightly better • Q2 Outlook: Demand expected to improve vs Q1, with positive momentum in July & August • Q2 Margins: Likely to remain under pressure due to peak commodity prices • Mitigation: Price hikes, cost savings & better product mix to offset commodity inflation • Q3 Outlook: Commodity prices expected to soften, providing margin relief • Employee Costs: Manpower costs expected to rise 4–5% from Q2 • Regulations: Mandatory AC & advanced braking may raise vehicle costs, but TCO benefits expected for customers

REMSONS INDUSTRIES Q1 FY27 • Net Profit: ₹2.88 Cr | ↓21.0% YoY | ↓44.9% QoQ • Revenue: ₹119.72 Cr | ↑20.2% YoY | ↓8.2% QoQ • EBITDA: ₹10.4 Cr | ↓2% YoY | ↓3.1% QoQ • EBITDA Margin: 8.65% | 10.6% YoY | 8.4% QoQ YoY ↓ Net Profit & EBITDA | QoQ ↓ Net Profit, Revenue & EBITDA

🏴Mixed / Neutral / Average🙄🆗😑 1) Suraj Estate Developers 2) Belrise Industries 3) Anupam Rasayan India (Revenue up 36%) (EBITDA up 31%) (PAT up 13.5%) 4) Ashok Leyland (Avg) 5) Alkem Laboratories 6) Shivalik Rasayan 7) S.A.L. Steel (Revenue down but Margin Expansion) 8) Regaal Resources (Revenue down but Margin Expansion) 9) Nahar Industrial Enterprises (Revenue down but Margin Expansion) 10) Rama Steel Tubes (Revenue down but Margin Expansion) 11) Chavda Infra (Margin down) (PAT growth due to lower depreciation & interest expense) 12) Nova Agritech 13) Alpex Solar 14) Jupiter Wagons (Margin down) 15) Euro Panel Products (Margin down) 16) Donear Industries 17) IIRM Holdings India 18) DC Infotech & Communication 19) Prakash Pipes (Margin down) (Flexible Packaging Division Sales Volume 4,980 MT, up 33% YoY) (PVC Pipes & Fittings Division Sales Volume 11,421 MT vs 14,115 MT YoY) 20) Shreeji Shipping Global (Margin down) 21) Tube Investments of India (Margin down) 22) BMW Industries (Margin down) 23) GMR Power and Urban Infra (Margin Expansion) 24) Lux Industries (Margin Expansion) 25) Allcargo Global (Margin Expansion) 26) Sical Logistics (Margin down) 27) Rishabh Instruments (Margin Expansion) 28) Amines & Plasticizers 29) Lakshmi Mills Company (Margin Expansion) 30) Hitech Corporation (Margin down) 31) Fischer Medical Ventures 32) Max Estates 33) Modi Naturals (Margin Expansion) 34) Asian Hotels (West) 35) Valor Estate 36) Mcleod Russel India 37) Empire Industries (Margin Expansion) 38) Jindal Poly Films 39) Shah Foods 40) Gujarat Natural Resources (No view) 41) Dhenu Buildcon Infra (No view) 42) Pilani Investment and Industries Corporation (No view) 43) Tandhan Industries (No view) 44) GYFTR (No view) 45) Supreme Infrastructure India (No view) 46) Brightcom Group (No view) 47) KS Smart Technlogies (No view) 48) Mrugesh Trading (No view) 49) Filtron Engineers (No view) 50) BF Investment (No view) 51) Axentra Corp (No view) 52) Prozone Realty (No view) 53) LS Industries (No view) 54) Maxgrow India (No view) 55) Maa Jagdambe Tradelinks (No view) 56) Kama Holdings (No view) 57) Bharat Global Developers 🙏 (No view) 58) Rajesh Exports 🙏 (No view)

14th August 2026 Q1FY27 Results Snapshot:- 🏴Decent / Good / Blockbuster👏👍🔥 1) Knowledge Marine & Engineering Works (Blockbuster) 2) Rubicon Research (Solid) 3) PTC Industries (Blockbuster) 4) Bharat Dynamics (Blockbuster) 5) AVT Natural Products (Blockbuster) 6) KMC Speciality Hospitals (Solid) 7) Marine Electricals (Solid) 8) Afcom Holdings (Solid) 9) PAKKA (Solid) 10) Cholamandalam Financial Holdings 11) Paramount Communications (Decent) (Margin Expansion) (Lower other income dragged PAT down) 12) Jai Balaji Industries 13) PVP Ventures 14) Kingfa Science & Technology (Solid) (Margin Expansion) 15) Voltas (Margin Expansion) (RAC volumes up 45% YoY) 16) Susan Electricals India (SME) (Blockbuster) 17) Puravankara (Solid) (Pre-sales up 28% YoY) (Collections up 40% YoY) 18) IZMO (Margin Expansion) 19) Turtlemint Fintech Solutions (Adjusted EBITDA margin improved from -20% in Q1FY26 to -9% in Q1FY27) (Corporate overheads as % of revenue declined from 30% to 22%) 20) Physicswallah (Adjusted EBITDA ₹135 Cr, up over 5x YoY) (Adjusted EBITDA margin 12.9% vs 3.1%) (Pre-IndAS EBITDA loss narrowed to ₹44 Cr vs ₹89 Cr) (Daily Active Users 4.03 Mn+, up 26% YoY) 21) Thomas Scott India (Avg) (Pace of growth coming down) 22) Asgard Alcobev (Blockbuster) 23) Ashapuri Gold Ornament (Margin Expansion) 24) Orchid Pharma 25) Gufic Biosciences 26) CIAN Agro Industries & Infrastructure (Margin Expansion) 27) MM Forgings 28) UFLEX (Solid) (Margin Expansion) 29) Patanjali Foods (Margin Expansion) 30) Kwality Walls (Good) 31) Blue Cloud Softech Solutions (Margin Expansion) 32) Chandan Healthcare (SME) (Margin Expansion) 33) Elpro International 34) Arihant Foundations & Housing 35) Expleo Solutions (Margin Expansion) 36) Spice Lounge Food Works (Margin Expansion) 37) Algoquant Fintech (Mostly due to net gain on fair value changes) 38) Dolat Algotech 39) Sunrakshakk Industries (Solid but Margin down) 40) One Global Service Provider 41) Panorama Studios International 42) Jaykay Enterprises (PAT down due to lower other income) 43) Danlaw Technologies India 44) KN Agri Resources 45) Sreeleathers 🏴Bad / Poor / Weak 😠😡🤬 1) BF Utilities 2) 3M India (Margin down) 3) NAVA (Margin down) 4) Likhitha Infrastructure 5) Natco Pharma 6) FACT (Margin down) 7) Solex Energy (Margin down) 8) Satia Industries 9) Saatvik Green Energy 10) Remsons Industries (Margin down) 11) Kitex Garments 12) Zaggle Prepaid Ocean Services 13) Schneider Electric Infrastructure (Margin down) 14) Borosil (Margin down) 15) Magellanic Cloud (Margin down) 16) Cochin Shipyard 17) Sika Interplant Systems 18) R M Drip and Sprinklers Systems (Margin down) 19) Southern Petrochemicals Industries Corporation (Margin down) 20) NMDC 21) NMDC Steel (Margin down) 22) Gujarat Kidney And Super Speciality (Margin down) 23) Bannari Amman Sugars 24) Dishman Carbogen Amcis 25) Electrotherm (Margin down) 26) Ravindra Energy (Revenue down but Margin Expansion) 27) Easy Trip Planners 28) Genesys International Corporation (Margin down) 29) Solarworld Energy Solutions (Margin down) 30) Responsive Industries 31) Mamata Machinery 32) Kilburn Engineering (Margin down) 33) Apeejay Surrendra Park Hotels 34) NIBE 35) Kothari Industrial Corporation 36) Meghna Infracon Infrastructure 37) Sobhagya Mercantile 38) HMT 39) Ahluwalia Contracts (Margin down) 40) Reliance Infrastructure 41) Basilic Fly Studio (Margin down) 42) Western Carriers (Margin down) 43) POCL Enterprises (Margin down) 44) Laxmi Goldorna House (Margin down) (QoQ Good) 45) Kothari Petrochemicals 46) Capital India Finance 47) Fedders Holding 48) IST 49) Hardwyn India 50) Aryaman Financial Services 51) DCM Shriram International 52) KSE 53) Zee Media Corporation 54) Primo Chemicals 55) AVG Logistics 56) Swiss Military Consumer Goods 57) CSM Technologies 58) Covance Softsol 59) ABM Knowledgeware 60) Jinkushal Industries 61) Forbes & Company

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Govt Cuts Diesel, Aviation Fuel Export Windfall Tax; Petrol Duty Reduced to Zero August 15, 2026 🔹 The Indian government has cut windfall taxes on exports of petrol, diesel and aviation turbine fuel, with the revised rates effective from Saturday, August 15.

Goldman Sachs Index Target Updates – 12-Month Outlook 🔹 Goldman Sachs raised its 12-month index price target for the FTSE 100 (UK) to 11,400, increasing its previous forecast of 11,000. 🔹 The financial institution upgraded its 12-month index price target for the Stoxx 600

War on Iran | Day 166 — August 15, 2026 🔹 Iran signals no immediate return to US talks: Foreign Minister Abbas Araghchi said Iran has not decided to resume negotiations with Washington, stressing that the 60-day period under the Islamabad MoU was a window for diplomacy, not a

QU.S PRESIDENT TRUMP SAYS US Capable Of Destroying Iran, We Don't Want To Do That Will Hit Iran's Economy Hard Don't Care If Hitting Iran Economy Before Midterm Iran's Currency Is Valueless Iran Being Badly Defeated US Can't Let Iran Have Nuclear Weapon US To Pay A Tiny Little Price For Gasoline Iran Blockade Is A Wall Of Steel We're Winning Big With Iran Iran Has No Defense Forces Left

Keep en eye on all listed media companies. Zee Ent , Sun Tv, Network 18 Government Removes 12-Minute Advertisement Duration Cap for Television Channels.

Happy 80th Independence Day🇮🇳🇮🇳🇮🇳 जय हिंद 🫡

SOLARWORLD ENERGY SOLUTIONS Q1 FY27 • Net Profit: ₹10 Cr | ↓26% YoY | ↓81% QoQ • Revenue: ₹168 Cr | ↑147% YoY | ↓72% QoQ • EBITDA: ₹11 Cr | ↑25% YoY | ↓81% QoQ • EBITDA Margin: 6.5% | 12.9% YoY | 9.8% QoQ YoY ↑ Growth | QoQ ↓ Decline

DJ MEDIAPRINT Q1 FY27 • Net Profit: ₹2.2 Cr | ↑22% YoY | ↓61% QoQ • Revenue: ₹36.4 Cr | ↑44% YoY | ↓31% QoQ • EBITDA: ₹6 Cr | ↑33% YoY | ↓46% QoQ • EBITDA Margin: 16.5% | 17.9% YoY | 21.2% QoQ YoY ↑ Growth | QoQ ↓ Decline

HINDUSTAN ADHESIVES Q1 FY27 Net Profit: ₹10.64 Cr | ↑183.73% YoY | ↑1044.09% QoQ Revenue: ₹79.84 Cr | ↑20.26% YoY | ↑38.55% QoQ EBITDA: ₹21.83 Cr | ↑89.09% YoY | ↑480.32% QoQ EBITDA Margin: 27.34% | ↑1002 bps YoY | ↑2081 bps QoQ YoY ↑ Growth | QoQ ↑ Growth

AHLUWALIA CONTRACTS Q1 FY27 • Net Profit: ₹10.4 Cr | ↓80% YoY | ↓87% QoQ • Revenue: ₹1,125.8 Cr | ↑12% YoY | ↓15% QoQ • EBITDA: ₹48.4 Cr | ↓44% YoY | ↓61% QoQ • EBITDA Margin: 4.3% | 8.6% YoY | 9.3% QoQ YoY ↓ Decline | QoQ ↓ Decline

VOLTAS Q1 FY27 • Net Profit: ₹212.8 Cr | ↑51% YoY | ↑88% QoQ • Revenue: ₹4,673.5 Cr | ↑19% YoY | ↓4% QoQ • EBITDA: ₹266 Cr | ↑49% YoY | ↑20% QoQ • EBITDA Margin: 5.7% | 4.5% YoY | 4.5% QoQ YoY ↑ Growth | QoQ ↑ Growth in Net Profit & EBITDA