Market Pulse Learning

#Statebank of india -Positional call 10 Aug 2026 Strong Resistance at 1120-1125 Make or break level Once above 1125 level.. Target 1220-1250 Cmp 1082

A descending trendline is visible from the previous swing highs, and the stock is currently approaching the important 2800 area. Therefore, 2800.10 is the key breakout level for the positional setup shown on the chart. A sustained move above 2800.10 can strengthen the bullish structure and potentially open the way toward 2920 2940, followed by 3040 and eventually 3400 if strong momentum develops. On the downside, 2720 2740 is the important dip zone mentioned in the setup. The 2650 stoploss remains crucial for risk management. A decisive breakdown below 2650 would weaken the bullish structure and invalidate the positional setup. Technical Rating: 8/10 ⭐ 𝗖𝗢𝗡𝗖𝗟𝗨𝗦𝗜𝗢𝗡 🎯 MCX combines a strong fundamental business with an interesting technical setup. Its dominant position in commodity derivatives, scalable exchange model, increasing participation and strong operating leverage provide a compelling long term story. However, investors should remember that exchange earnings are closely linked to trading volumes and market volatility, so quarterly performance can fluctuate. Technically, the stock is now approaching a crucial resistance zone. The setup remains constructive above 2800.10, while 2720 2740 is the important dip zone and 2650 remains the defined stoploss. A sustained breakout can bring 2920 2940 into focus, followed by 3040 and potentially 3400 if momentum continues. Overall Fundamental Rating: 8/10 ⭐ Overall Technical Rating: 8/10 ⭐ View: Constructive above 2800.10 with disciplined risk management. #MCX #MultiCommodityExchange #MCXIndia #StockMarket #StockMarketIndia #IndianStocks #NSE #BSE #Trading #PositionalTrading #SwingTrading #TechnicalAnalysis #FundamentalAnalysis #PriceAction #BreakoutTrading #TradingSetup #StockAnalysis #MarketAnalysis #CommodityMarket #CommodityTrading #GoldTrading #SilverTrading #CrudeOil #Derivatives #OptionsTrading #FuturesTrading #TradingIndia #InvestingIndia #IndianStockMarket #StocksToWatch #ShareMarket #MarketPulse #TradingTips #InvestmentIdeas #LongTermInvesting #TechnicalTrading #SupportResistance #TrendlineBreakout #Breakout #MomentumTrading #RiskManagement #StopLoss #Target #Trader #Traders #TradingView #PositionalCall #MCXStock

𝗠𝗖𝗫 𝗖𝗔𝗦𝗛 | 𝗣𝗢𝗦𝗜𝗧𝗜𝗢𝗡𝗔𝗟 𝗖𝗔𝗟𝗟 10 Aug 2026 Looks good above 2800.10 and at dips 2720 2740 Stoploss at 2650 Tgt 2920 2940 / 3040 / 3400 Cmp 2777 𝗙𝗨𝗡𝗗𝗔𝗠𝗘𝗡𝗧𝗔𝗟 𝗔𝗡𝗔𝗟𝗬𝗦𝗜𝗦 📊 Multi Commodity Exchange of India Limited, or MCX, remains one of the strongest listed plays on the growth of India's commodity derivatives ecosystem. The company's business model is fundamentally attractive because higher trading activity, greater volatility and increasing participation can translate into significant operating leverage. MCX has demonstrated strong earnings potential, with revenue and profitability benefiting significantly when commodity trading activity remains elevated. Its exchange model is highly scalable because incremental trading volumes can contribute strongly to operating profits once technology and infrastructure costs are absorbed. The biggest fundamental strength of MCX is its dominant position in India's commodity derivatives market. The company has a particularly strong presence across bullion, base metals and energy derivatives. Gold and silver have become important contributors to trading activity, while increasing participation from retail and institutional traders provides a structural growth opportunity. The expansion of the company's active client base is another positive because a larger participant ecosystem can support higher volumes and liquidity over the long term. The Q1 FY27 performance also demonstrates the strength of the business, although investors should remember that exchange earnings can fluctuate from quarter to quarter. Trading volumes, commodity prices, volatility, options activity and investor participation can all influence revenue and profitability. Therefore, one quarter should not be viewed in isolation. The important factor is whether the company can maintain healthy volumes and sustain strong operating margins over multiple quarters. One of MCX's biggest advantages is operating leverage. When trading activity rises, revenue can grow considerably faster than some fixed operating expenses, allowing profitability to expand rapidly. This creates the potential for strong earnings growth during periods of high commodity participation. At the same time, the reverse is also possible. If volatility declines significantly or trading activity weakens, revenue growth and profitability can moderate. The growth opportunity remains attractive because India's commodity derivatives market continues to develop. Increasing financial awareness, greater retail participation, higher commodity prices and rising interest in hedging and trading can support the long term expansion of the market. Gold and silver remain particularly important because they attract significant trading interest during periods of price volatility. The primary concern is valuation and expectations. MCX has already experienced substantial earnings growth and investors are aware of its dominant market position. When expectations become high, even a temporary slowdown in volumes or margins can result in volatility in the share price. Investors should also monitor technology expenses, employee costs, regulatory changes and competition. Overall, MCX has a strong franchise, excellent market positioning, scalable economics and attractive long term growth potential. The business quality remains strong, although earnings are linked to market activity and therefore can fluctuate. For long term investors, the stock remains fundamentally interesting, while traders should combine the fundamental story with price action and valuation. Fundamental Rating: 8/10 ⭐ 𝗧𝗘𝗖𝗛𝗡𝗜𝗖𝗔𝗟 𝗔𝗡𝗔𝗟𝗬𝗦𝗜𝗦 📈 The chart shows MCX trading within a corrective structure after a significant decline from the previous highs. Price has repeatedly found buying support around the 2600 to 2650 zone, making this area an important demand region. The recent recovery from this support zone is technically positive.

COMPANY TODAY #Q1FY27 RESULT STATUS TILL 9:15PM ☑️🔈 ( 10-AUG-2026 ) 1.𝙎𝙊𝙇𝙄𝘿 𝙍𝙀𝙎𝙐𝙇𝙏 𝙎𝙏𝘼𝙏𝙐𝙎📊 🟢#KOLTEPATIL 🟢#IOLCP 🟢#GARUDA 🟢#INDSWIFTLAB 🟢#KSHINTL 🟢#MODINSU 🟢#CMRGREEN 2.𝙂𝙊𝙊𝘿 𝙍𝙀𝙎𝙐𝙇𝙏 𝙎𝙏𝘼𝙏𝙐𝙎 📊 🔹#CHOICEIN 🔹#AMARARAJA 🔹#LLOYDSME 🔹#WOCKPHARMA 🔹#TVSSCS 🔹#BOSCHLTD 🔹#PCJEWELLER 🔹#BOMDYEING 🔹#GLAND 4.𝘿𝙀𝘾𝙀𝙉𝙏/ 𝘼𝙑𝙀𝙍𝘼𝙂𝙀 𝙍𝙀𝙎𝙐𝙇𝙏/𝙁𝙇𝘼𝙏/ 𝙈𝙐𝙏𝙀𝘿 𝙎𝙏𝘼𝙏𝙐𝙎 📊 🔷#CMSINFO 🔷#IDEAFORGE 🔷#DBL 🔷#JUBLPHARMA 🔷#IDEA 🔷#ITDC 🔷#KEC 🔷#TARSONS 🔷#WEBELSOLAR 🔷#HPL 🔷#MVGJL 🔷#AWHCL 5.𝙒𝙀𝘼𝙆 𝙉𝙐𝙈𝘽𝙀𝙍💔 ♦️#EMBDL

व्यावसायिक समाचार एजेंसियों की प्रमुख सुर्खियाँ बिज़नेस स्टैंडर्ड 📝 सरकार ने वित्त वर्ष 2025-26 में विनिवेश और परिसंपत्ति मौद्रीकरण से ₹45,306 करोड़ जुटाए 📝 सड़क दुर्घटनाओं में होने वाली मौतों को शून्य करने के लिए काम कर रहा है सड़क परिवहन मंत्रालय: नितिन गडकरी 📝 मानसूनी बारिश में सुधार के बाद राजस्थान में खरीफ फसलों की बुआई में तेजी 📝 कुछ कर्मचारियों का आँकड़ा कथित रूप से उजागर हुआ, ग्राहकों का आँकड़ा सुरक्षित: TCS 📝 जुलाई 2026 में ई-वे बिल निर्माण 5.98% बढ़कर दूसरे सबसे ऊँचे स्तर पर पहुँचा 📝 AAI ने हवाई अड्डा-एयरलाइन परस्पर स्वामित्व संबंधी प्रतिबंधों में छूट देने का अनुरोध किया: सरकार 📝 न्यूज़ीलैंड में माता-पिता के वीज़ा नियमों में बदलाव: अक्टूबर से 90% आवेदन कतार के आधार पर, 10% लॉटरी से 📝 हवाई अड्डा संचालकों को एयरलाइन चलाने से रोकने वाली कोई नीति नहीं: केंद्र सरकार 📝 शुल्क वृद्धि के बाद ढाई महीने में सरकार ने सोने के आयात से ₹10,040 करोड़ शुल्क जुटाया 📝 DBS Bank India ने K Raheja Corp को निर्माण वित्त के लिए ₹520 करोड़ मंजूर किए इकोनॉमिक टाइम्स 📝 भारत का रूसी कच्चे तेल का आयात लगातार दूसरे महीने रिकॉर्ड स्तर पर पहुँचा 📝 TRAI ने उपयोगिता और लॉजिस्टिक्स कंपनियों को सेवा एवं लेनदेन संबंधी कॉल के लिए 1601 श्रृंखला का उपयोग करने का निर्देश दिया 📝 अप्रैल-जून में भारत की अधिकतम बिजली मांग 12% बढ़ी, शाम के समय बिजली आपूर्ति की कमी बढ़कर 3,045 मेगावाट हुई: सरकार 📝 Zostel ने Oyo की मूल कंपनी PRISM के खिलाफ दिल्ली उच्च न्यायालय में दायर नवीनतम याचिका वापस ली 📝 केंद्र ने राज्यों की खनिजों पर कर लगाने की शक्तियों को सीमित करने का प्रस्ताव रखा 📝 कॉरपोरेट भारत में स्वास्थ्य देखभाल की लागत नौकरी की सुरक्षा और ईएमआई से बड़ी वित्तीय चिंता बनी 📝 Airtel Business और ITI ने उद्यमों को संयुक्त रूप से डिजिटल समाधान उपलब्ध कराने के लिए साझेदारी की 📝 सरकार ने खनिज अधिकारों पर राज्यों द्वारा लगाए जाने वाले कर को सीमित करने के लिए लोकसभा में विधेयक पेश किया 📝 Hyundai का 2027 तक 10 लाख कनेक्टेड कारें तैयार करने का लक्ष्य, भारत की सड़कों पर सॉफ्टवेयर का बढ़ता प्रभाव 📝 खाद्य सुरक्षा अभियान के दौरान निरीक्षकों ने Diageo की हजारों व्हिस्की और वोदका की बोतलें जब्त कीं मिंट 📝 Dabur ने FSSAI के ‘100%’ प्रतिबंध को उच्च न्यायालय में चुनौती दी, पक्षपात का आरोप; कहा—भंडार पर खतरा: रिपोर्ट 📝 मजबूत ओएफएस गतिविधि से सरकार वित्त वर्ष 2026-27 के ₹80,000 करोड़ के परिसंपत्ति बिक्री लक्ष्य के करीब पहुँची 📝 Raymond Realty ने मुंबई पुनर्विकास कारोबार पर अपना दांव और मजबूत किया 📝 JioMart का नया चरण: Reliance की खुदरा क्षमता और त्वरित वाणिज्य का संगम 📝 GMR Airports पुनर्वित्त और विस्तार के लिए ₹6,500 करोड़ जुटाएगा 📝 BSNL ने 2 लाख नए 4G स्थल जोड़ने और 5G सेवा शुरू करने के लिए ₹77,000 करोड़ के पूंजीगत व्यय का प्रस्ताव रखा 📝 बारिश में सुधार के साथ ग्रामीण कर्जदारों पर अल नीनो का प्रभाव कम हो रहा है: Muthoot Microfin 📝 Meta ने Muse Glimmer पेश किया; Zuckerberg ने चीन से मुकाबला करने के लिए अमेरिका में कम एआई प्रतिबंधों की वकालत की 📝 वैश्विक कमी के बीच Apple ने iPhone और MacBook के लिए चीन की CXMT से मेमोरी चिप खरीदने की संभावना तलाशनी शुरू की

*News Headlines from Business News Agencies:* *Business Standard* 📝 Govt mops up ₹45,306 cr from disinvestment, asset monetisation in FY26 📝 Highways ministry working to reduce road accident fatalities to 0: Gadkari 📝 Kharif sowing gains momentum in Rajasthan as monsoon rainfall revives 📝 Some employee data allegedly exposed, customer data unaffected: TCS 📝 E-way bill generation rises 5.98% to second-highest level in July 2026 📝 AAI gets request to waive airport-airline cross-ownership curbs: Govt 📝 New Zealand parent visa change: 90% queue, 10% ballot from October 📝 No policy restricting airport operators from running airlines: Centre 📝 Govt collects ₹10,040 crore duty on gold imports in 2.5 months after hike 📝 DBS Bank India sanctions ₹520 crore construction finance to K Raheja Corp *Economic Times 📝 India's Russian crude imports hit record for second straight month 📝 TRAI directs use of 1601-series for service, transactional calls by utilities, logistics cos 📝 India's peak power demand rises 12% in April-June, evening supply gap widens to 3,045 MW: Govt 📝 Zostel withdraws latest Delhi HC application against Oyo parent PRISM 📝 Centre proposes to curb powers of states to tax minerals 📝 Healthcare costs overtake job security, EMIs as top financial worry for corporate India 📝 Airtel Business, ITI partner to jointly provide digital solutions to enterprises 📝 Govt introduces bill in LS to restrict state taxes on mineral rights 📝 Hyundai targets 1 million connected cars by 2027 as software takes over India’s roads 📝 Inspectors seize thousands of Diageo whisky, vodka bottles in food safety crackdown *Mint* 📝 Dabur challenges FSSAI '100%' ban, alleges bias; says inventory at risk: Report 📝 Strong OFS momentum puts govt within reach of FY27 asset-sale goal of ₹80,000 cr 📝 Raymond Realty doubles down on Mumbai redevelopment 📝 JioMart’s third act: Reliance’s retail muscle meets quick commerce 📝 GMR Airports to raise ₹6,500 crore for refinancing, expansion 📝 BSNL proposes ₹77,000 crore capex to add 200,000 4G sites, roll out 5G 📝 El Niño impact on rural borrowers easing as rains improve, says Muthoot Microfin 📝 Meta launches Muse Glimmer as Zuckerberg calls for fewer US AI curbs to beat China 📝 Apple explores Chinese memory chips from CXMT for iPhones, MacBooks amid global shortage

*Zee Entertainment Enterprises:* Q1 FY27 Consolidated Net Profit at Rs. 76.3 crore vs Rs. 140 crore YoY. Revenue at Rs. 1,939 crore vs Rs. 1,825 crore YoY. (Neutral) *Yatharth Hospital:* Q1 FY27 Consolidated Net Profit at Rs. 47 crore vs Rs. 42 crore YoY. Revenue at Rs. 393 crore vs Rs. 260 crore YoY. (Neutral) *Wockhardt:* Q1 FY27 Consolidated Net Profit at Rs. 106 crore vs loss of Rs. 90 crore YoY. EBITDA at Rs. 192 crore vs Rs. 72 crore YoY; EBITDA Margin at 20.7% vs 9.8% YoY. (Neutral) *Vodafone Idea:* Net Loss At Rs 3,754 Cr Vs Profit Of Rs 51,970 Cr (QoQ), Q4FY26 Exceptional Gain Of Rs 57,491 Cr, Exceptional Gain In Q1FY27 At Rs 1,611 Cr. (Neutral) *Bosch India:* Company reported Q1 FY27 net profit at Rs 705 Cr Vs Rs 1,115 Cr, Revenue At Rs 5,841.9 Cr Vs Rs 4,788.6 Cr YoY (Neutral) *TVS Supply:* Company reported Q1 FY27 consolidated net profit of Rs. 22 crore against Rs. 71 crore YoY. Revenue stood at Rs. 3335 crore against Rs. 2592 crore YoY. (Neutral) *State Bank Of India:* Company concludes issuance of USD 100 million Floating Rate Notes via London branch. (Neutral) *TVS Motor:* Company allots Rs. 1,000 crore NCDs at face value of Rs. 1 lakh each. (Neutral) *Tata Consultancy Services:* Company investigates threat-intelligence alerts on employee information exposure and finds no credible evidence of a breach. (Neutral) *Apar Industries:* Launches QIP for Fund Raise, to raise Rs 2,500 Cr via QIP. (Neutral) *Capillary Technologies:* Capillary Technologies International Pte sold 32.92 lakh shares at Rs. 521 per share. (Neutral) *BSE:* To Be Added to NSE Nifty50 Index In September. (Neutral) *Wipro:* To Be Removed from NSE Nifty50 Index In September. (Neutral) *JSW Steel:* Total steel production up 3% at 24 lakh tonnes versus 23.3 lakh tonnes. (Neutral) *SAIL:* Company says it is evaluating multiple fundraising options, including QIP and FPO. (Neutral) *ICICI Prudential AMC:* Company will acquire ICICI Securities' PMS business via slump sale for 1.2% of transferred AUM; current PMS AUM stands at Rs. 2,910 crore. (Neutral) *Bharat Forge:* Company approves additional investment of Rs. 241 crore in arm Kalyani Strategic Systems. (Neutral) *Aegis Logistics:* Company commissions a 36,000 MT ammonia terminal at Pipavav. (Neutral) *Prestige Estates:* CPPIB to invest up to Rs. 3,000 crore in arm Prestige Hospitality and acquire up to 28% stake in the company. (Neutral) Circuit filter change from 5% to 2%: Reliance Infra. (Neutral) Circuit filter change from 20% to 5%: Ashika Global, ESAF SFB, Spectrum Elect, Stallion India. (Neutral) Circuit filter change from 20% to 10%: Shivalik Bimetal. (Neutral) List of stocks excluded from ASM Framework: SML Mahindra (Neutral) List of stocks included in the Short term ASM Framework: Electronics Mart, Marine Electricals, Xpro India. (Neutral) *KEC Int:* Company reported Q1 FY27 net profit at Rs 72.6 Cr Vs Rs 124.6 Cr, Revenue Remains Unchanged At Rs 5,024 Cr YoY. (Negative) *Antony Waste:* Company reported Q1 FY27 net profit of Rs. 0.8 crore against Rs. 17.8 crore YoY. Revenue stood at Rs. 261 crore against Rs. 247 crore YoY. (Negative) *Triveni Turbine:* Company reported Q1 FY27 net profit of Rs. 51 crore against Rs. 65 crore YoY. Revenue stood at Rs. 443 crore against Rs. 371 crore YoY. (Negative) *HLE Glascoat:* Company reported Q1 FY27 net profit of Rs. 2.8 crore against Rs. 16.4 crore YoY. Revenue stood at Rs. 301 crore against Rs. 284 crore YoY. (Negative) *Jubilant Pharmova:* Company reported Q1 FY27 net profit of Rs. 57 crore against Rs. 103 crore YoY. Revenue stood at Rs. 2229 crore against Rs. 1901 crore YoY. (Negative) Market pulse whatsapp channel for all types of stock market updates *Tarsons:* Company reported Q1 FY27 net loss of Rs. 1.4 crore against profit Rs. 1.8 crore YoY. Revenue stood at Rs. 110 crore against Rs. 91 crore YoY. (Negative)

*Ⓜ️🅿️Market pulse whatsapp channel -India Daybook – Stocks in News* 🌄*Date 11 Aug 2026* *Lloyds Metals:* Company reported Q1 FY27 net profit of Rs. 1726 crore against Rs. 651 crore YoY. Revenue stood at Rs 7354 crore against Rs. 2384 crore YoY. (Positive) *PC Jewel:* Q1 FY27 Net Profit stood at Rs. 222 crore vs Rs. 162 crore YoY. Revenue stood at Rs. 877 crore vs Rs. 725 crore YoY. (Positive) *Precision Wire:* Q1 FY27 Net Profit stood at Rs. 47 crore vs Rs. 27 crore YoY. Revenue stood at Rs. 1770 crore vs Rs. 1104 crore YoY. (Positive) *Veedol:* Q1 FY27 Net Profit stood at Rs. 26 crore vs Rs. 16 crore YoY. Revenue stood at Rs. 392 crore vs Rs. 372 crore YoY. (Positive) *Gland Pharma:* Q1 FY27 Consolidated Net Profit at Rs. 317 crore vs Rs. 220 crore YoY. Revenue at Rs. 1,800 crore vs Rs. 1,500 crore YoY. (Positive) *Lumax Auto Tech:* Q1 FY27 Consolidated Net Profit at Rs. 86.6 crore vs Rs. 41.4 crore YoY. Revenue at Rs. 1,360 crore vs Rs. 1,000 crore YoY. (Positive) *Idea Forge:* Q1 FY27 Net loss stood at Rs. 2.6 crore vs Rs. 23.6 crore YoY. Revenue stood at Rs. 68.5 crore vs Rs. 12.8 crore YoY. (Positive) *Carysil:* Q1 FY27 Net Profit stood at Rs. 31 crore vs Rs. 23 crore YoY. Revenue stood at Rs. 262 crore vs Rs. 227 crore YoY. (Positive) *Kolte - Patil Developers:* Q1 FY27 Consolidated Net Profit at Rs. 146 crore vs loss of Rs. 16.9 crore YoY. Revenue at Rs. 920 crore vs Rs. 82.3 crore YoY. (Positive) *Precision Wires India:* Q1 FY27 Standalone Net Profit at Rs. 46.5 crore vs Rs. 27.1 crore YoY. Revenue at Rs. 1,770 crore vs Rs. 1,100 crore YoY. (Positive) *Fusion Finance:* Q1 FY27 Standalone Net Profit at Rs. 62.4 crore vs loss of Rs. 92.3 crore YoY. Revenue at Rs. 392 crore vs Rs. 422 crore YoY. (Positive) *Rupa & Co:* Q1 consolidated net profit at Rs. 8.3 crore vs Rs. 5.5 crore YoY. Revenue at Rs. 200 crore vs Rs. 184 crore YoY. (Positive) *IRB Infra:* Toll Revenue Up 26.1% At Rs 798 Cr Vs Rs 633 Cr (YoY). (Positive) *Texmaco Rail & Engineering:* Company signs MoU with Belgium's The Signalling Company for Kavach and ETCS collaboration. (Positive) *Lupin:* Company received USFDA approval for Sodium Zirconium Cyclosilicate Oral Suspension. (Positive) *Lumax Auto Technologies:* Company is setting up a new manufacturing plant for its Intelligent Ambient Comfort (IAC) division. (Positive) *JSW Energy:* Company added 1,166 MW of renewable capacity and 300 MW of inorganic thermal capacity since April 2026. (Positive) *Jupiter Wagons:* Company receives new orders worth over Rs. 211 crore from JSW Port Logistics and Orissa Alloy Steel (OASPL). (Positive) *Consolidated Construction Consortium:* Company secures new orders aggregating Rs. 220 crore for Buildings & Factories under the Special Projects Division. (Positive) *Adani Group Stocks:* US judge dismisses criminal case against Gautam Adani, nephew. (Positive) *BEL:* Company bags Orders worth Rs 541 Cr since July 31. (Positive) *M&M:* July production up 20% at 1,01,954 units. (Positive) *RailTel:* Company receives an order worth Rs. 119 crore from the Department of Posts. (Positive) *Sarda Energy:* Company commissions a new turbo generator, with TG-1 replacement completed successfully and the plant achieving operational stability. (Positive) *IKIO Technologies:* Company signs MoU with Saudi Arabia's Frontline Solutions to deliver premium lighting solutions in the Kingdom of Saudi Arabia. (Positive) *Trualt:* Promoter group Nirani Holdings acquires 1.1 lk shares in the company. (Positive) *Apollo Pipes:* Aditya Gupta bought 3 lakh shares at Rs. 522.82 per share. (Positive) *Shivalik Bimetal:* BofA Securities Europe SA bought 3.96 lakh shares at Rs. 1,035.70 per share. (Positive) *Iris Clothing:* Nippon India Equity Opportunities AIF Scheme 6 bought 15 lakh shares at Rs. 55 per share. (Positive)

Ⓜ️🅿️Q1 Earnings 🌄Good-Bosch Gland Pharma, Yatharth Hospital, Veedol Corp, Kolte Patil, Lumax Auto-Tech, Precision Wires (+Fund Raise Announcement), PC Jeweller, Euro-Pratik Sales, IdeaForge, Choice International 🌄Inline/Mixed-Triveni Turbine, Carysil, Dollar Industries, Websol, Fusion Finance, Llyods Metals and Energy, Vodafone Idea, Pitti Engineering, Tarsons Products, Venus Pipes, Rupa, Sharda Motor, CMS Info, TVS Supply 🌄Weak-Zee, Antony Waste Handling, KEC International, HLE Glascoat, Bombay Dyeing, Dilip Buildcon, Jubilant Pharmova, Embassy Development

Ⓜ️🅿️SECTORS TO WATCH 🌄Gold Financing Stocks-Gold At 2 Month Highs BSE to replace Wipro in Nifty 50 in September Good Q1-Bosch, Gland Pharma, Yatharth Hospital, Veedol Corp, Kolte Patil, Lumax Auto-Tech, Precision Wires (+Fund Raise Announcement), PC Jeweller, Euro-Pratik Sales, IdeaForge, Choice International Weak Q1-Zee, Antony Waste Handling, KEC International, HLE Glascoat, Bombay Dyeing, Dilip Buildcon, Jubilant Pharmova, Embassy Development

Ⓜ️🅿️Stocks Watchlist 🌄POSITIVE Adani Green Energy, Tata Power- Cabinet mulling new phase of green corridor (Rs 50k cr Investment) BSE-To enter Nifty 50 Index in Sept. Ola Electric, Ather Energy-Govt extends subsidy benefits for 2W under PM E-Drive Scheme Apar Industries-Rs 2500cr QIP launched Jupiter Wagons, Railtel-Order wins Texmaco Rail-MoU with Belgium's The Signalling Company BEL-Secures orders worth Rs. 541 crore since July 31 Lupin-USFDA approval received for hyperkalemia drug Aegis Logistics, Sarda Energy-New commissioning announcement Prestige Estates: CPPIB to invest up to Rs. 3,000 crore in arm Prestige Hospitality IKIO Technologies- MoU with Saudi Arabia's Frontline Solutions Anawil Wire & Engineering- Abakkus, Carnelian buy

Ⓜ️🅿️WHERE'S THE ALPHA? 🌄Adani Group Stocks-Positive Development BSE to replace Wipro in Nifty 50 in September Good Q1-Gland Pharma, Yatharth Hospital, Veedol Corp, Kolte Patil, Lumax Auto-Tech, Precision Wires (+Fund Raise Announcement), PC Jeweller, Euro-Pratik Sales, IdeaForge, Choice International Adani Green Energy, Tata Power- Cabinet mulling new phase of green corridor Ola Electric, Ather Energy-Govt extends subsidy benefits for 2W under PM E-Drive Scheme Apar Industries-Rs 2500cr QIP launched Jupiter Wagons, Railtel-Order wins IKIO Technologies- MoU with Saudi Arabia's Frontline Solutions Anawil Wire & Engineering- Abakkus, Carnelian buy Precision Wires-To raise Rs 150cr via debentures

Ⓜ️🅿️ACTION FOR THE DAY 🌄Nifty Expiry July AMFI Data RBI Governor to address at IBA Q1 Earnings-Manappuram Finance, PI Industries, MRF Q1 Earnings-Zydus Life, Siemens India, Bata IPO Opening- Milky Mist Dairy Food Stock Split-JSW Dulux, SP Apparels AGM-Bharat Forge, Alembic Pharma US Home Sales Data

🌄*Market pulse whatsapp channel* Ⓜ️🅿️*FII and DII Trading activities as on 10 AUG 2026* FII F&O (Net) +2543.84 Cr FII INDEX FUTURE -353.52 Cr FII INDEX OPTIONS +3925.22 Cr FII STOCK FUTURES -597.19 Cr FII STOCK OPTIONS -430.67 Cr *FII CASH +1974.76 Cr* *DII CASH -1290.29 Cr*

Quarterly earning results to watch out August 10, Monday - Today •#AmaraRaja - Amara Raja Energy Ltd •#AstraMicro - Astra Microwave •#AstraZen - AstraZeneca Pharma India •#AWHCL - Antony Waste Handling Cell •#BharatForg - Bharat Forge Ltd •#BoschLtd - Bosch Ltd •#ChoiceIn - Choice International Ltd •#CMSInfo - CMS Info Systems Ltd •#DBL - Dilip Buildcon Ltd •#EMBDL - Embassy Developments Ltd •#Fusion - Fusion Finance Ltd •#Gland - Gland Pharma Ltd •#HindCopper - Hindustan Copper Ltd •#HPL - HPL Electric & Power Ltd •#IDEA - Vodafone Idea Ltd •#IdeaForge - Ideaforge Technology Ltd •#ITDC - India Tourism Development •#JISJLALEQS - Jain Irrigation Systems •#JublPharma - Jubilant Pharmova Ltd •#KEC - KEC International Ltd •#KPL - Kwality Pharmaceuticals Ltd •#KPRMill - KPR Mill Limited •#KSHIntl - KSH International Ltd •#LaserPower - Laser Power & Infra Ltd •#LindeIndia - Linde India Ltd •#LloydsME - Lloyds Metals and Energy •#LumaxTech - Lumax Auto Technologies •#Monarch - Monarch Networth Capital •#MVGJL - Manoj Vaibhav Gems •#Naukri - Info Edge India Ltd •#NDRAuto - NDR Auto Components Ltd •#PatelEng - Patel Engineering Ltd •#PCJeweller - PC Jeweller Ltd •#Precwire - Precision Wires India Ltd •#RamcoInd - Ramco Industries Ltd •#Ramky - Ramky Infrastructure Ltd •#Redtape - Redtape Ltd •#SPARC - Sun Pharma Advanced •#Tarsons - Tarsons Products Ltd •#TriTurbine - Triveni Turbine Ltd •#TVSSCS - TVS Supply Chain Solutions •#Veedol - Veedol Corporation Ltd •#VenusPipes - Venus Pipes & Tubes Ltd •#Webelsolar - Websol Energy System •#WockPharma - Wockhardt Ltd •#Yatharth - Yatharth Hospital & Care •#ZEEL - Zee Entertainment Enterprises

Electronics Mart India Ltd. : Recent Big Deals Sachin Bansal-linked entities make a big bet on Electronics Mart India. Anandam Enterprises & Navodya Enterprises bought shares worth ₹88.45 Cr @ ₹165–167 Rs. Anandam Enterprises & Navodya Enterprises are corporate investment and private business entity linked to Flipkart co-founder and Navi Technologies founder Sachin Bansal.

IPREK / SDD - IPREK is a conversion system. - SDD handed over to Navy. - SDD has 100% indigenous content. - SDD reduces import dependence. - SDD supports future weapon programs. - Make-2 programs require ~18 months. - Orders may follow roughly one year later. Exports - Current export revenue: Nil. - Export opportunities actively being pursued. - Direct orders targeted from friendly countries. - Ministry approval required for exports. - Offers submitted to multiple customers. - Unit 3 enables larger export capacity. - Meaningful breakthrough orders possible FY27. - Sizeable export orders expected next FY. Unit 3 - Large new manufacturing facility. - First phase production started. - Full production targeted before March 2027. - Capacity utilization will reshape growth plans. - Export opportunities linked to Unit 3. - More clarity expected after December. R&D - R&D remains a major focus. - Historical R&D spend: 6-8%. - FY26 R&D: ₹27.63 Cr. - FY26 revenue: ~₹760 Cr. - Management later clarified R&D at ~18%. - Indigenous technology development remains priority. Fund Raise - ~₹3,300 Cr funds raised. - ~₹2,500 Cr allocated for acquisition. - ~₹500 Cr for working capital/debt. - Balance for corporate purposes. - No further acquisition plan disclosed. - Additional fund raise not confirmed. Promoter Pledge - Promoter pledge reduction underway. - Management targets complete closure. - Expected timeline: around Q1 FY28. - Another year required for closure. Key Positives - Best-ever June quarter. - 40-45% growth guidance maintained. - Order book could exceed ₹4,000 Cr. - QRSAM execution begins FY28. - MIGM provides major growth opportunity. - Pinaka adds sizeable potential. - Premier expands vertical integration. - Unit 3 unlocks capacity. - Export opportunity gaining traction. - Autonomous systems create new TAM. Key Risks - IDL remains loss-making currently. - Premier acquisition execution remains pending. - Open offer timeline uncertain. - Large orders depend on procurement cycles. - QRSAM/MIGM revenue starts from FY28. - Export approvals remain necessary. - EBITDA margin guidance unavailable. - Integration plans still evolving. KEY TAKEAWAY - Apollo Micro Systems delivered a strong Q1 with record profitability, while Premier acquisition, ₹3,500-4,000 Cr potential order book, QRSAM, MIGM, Pinaka, Unit 3 and exports create significant FY28-FY30 growth visibility.