TRADERS ADDA

VEDANTA — WINS MANGANESE MINING BLOCK 📌 • Vedanta declared successful bidder for the Punnam Manganese Block through e-auction. • Mining block spans 152 hectares in Andhra Pradesh. • Block currently at G4 exploration stage. • Acquisition strengthens Vedanta’s diversified metals & mining portfolio. • Expected to boost domestic manganese availability and reduce import dependence. Impact: Positive — strengthens manganese resource portfolio and supports long-term raw material security. #Vedanta #Manganese #Mining #Metals #OrderWin #Stocks #StockMarket

DCM SHRIRAM FINE CHEMICALS LIMITED Q1 :CONS NET PROFIT DOWN 40.11% AT 2.59 CR (YOY), TURNS TO PROFIT OF 2.59 CR AGAINST LOSS OF 3.83 CR (QOQ) REVENUE DOWN 7.95% AT 90.78 CR (YOY), DOWN 2.47% (QOQ) EBITDA DOWN 30.33% AT 5.10 CR (YOY), TURNS TO PROFIT OF 5.10 CR AGAINST LOSS OF 2.51 CR (QOQ) MARGINS 5.62% V 7.42% (YOY), 5.62% V -2.70% (QOQ)

3M INDIA Q1 FY27 Net Profit: ₹233 Cr | ↑31% YoY | ↑8% QoQ Revenue: ₹1,423 Cr | ↑19% YoY | ↑2% QoQ EBITDA: ₹238 Cr | ↓2% YoY | ↓8% QoQ EBITDA Margin: 16.7% | Vs 20.2% YoY | Vs 18.4% QoQ YoY ↑ Growth in Revenue & Net Profit | QoQ ↑ Growth in Revenue & Net Profit

Netweb Technologies IPO 1 Lot Calculation! 📊🎯 IPO Year: 2023 IPO price: ₹500/share Lot size: 30 shares Investment: ₹15,000 No stock split or bonus issue. So, 30 shares remained 30 shares. Current price: ₹5,181/share Current Value 30 × ₹5,181 = ₹1,55,430 Profit Made ₹1,55,430 − ₹15,000 = ₹1,40,430 Final Line 1 IPO lot of Netweb Technologies worth ₹15,000 became approximately ₹1.55 lakh in just around 3 years! Profit: Around ₹1.40 lakh Return: Around 10.36x / 936% 🚀 ₹15,000 → ₹1.55 Lakh in ~3 Years! 🔥

NAVA Q1 FY27 Net Profit: ₹333 Cr | ↓17% YoY | ↑144% QoQ Revenue: ₹1,212 Cr | ↑2% YoY | ↑6% QoQ EBITDA: ₹526 Cr | ↓11% YoY | ↑42% QoQ EBITDA Margin: 43.5% | Vs 49.3% YoY | Vs 32.5% QoQ YoY ↑ Growth in Revenue | QoQ ↑ Growth in Revenue & EBITDA

EQUITAS SFB: RBI HAS QUESTIONED EQUITAS SFB’S BOARD ON WHETHER IT WAS AWARE THAT UNICO HOUSING FINANCE WAS FLOATED BY MD & CEO PN VASUDEVAN’S DAUGHTER, WHETHER THIS WAS DISCLOSED DURING HIS EXTENSION REQUEST - MC

GALAXY SURFACTANTS: MAINTAINS VOLUME GROWTH GUIDANCE FOR FY27 AT 6-8%

July WPI: New series WPI inflation at 9.78% vs 9.87% (MoM) New series WPI food inflation at 6.65% vs 6.14% (MoM) New series WPI fuel and power inflation at 20.05% vs 27.41% (MoM) New series WPI primary articles inflation at 8.52% vs 7% (MoM) New series WPI manufactured products inflation at 8.29% vs 7.48% (MoM) New series output producer price index flat at 109.9 (MoM) New series mfg sector input producer price index at 105.9 vs 107.1 (MoM)

INDIA (JUL) WHOLESALE PRICES YOY ACTUAL: 9.78% VS 9.87% PREVIOUS;EST 10.00% INDIA JULY WPI INFLATION 9.78% VS 9.87% JUN

RATNAVEER PRECISION - Stock has gained 21% in 1 month - Strong traction post results Q1 Sales growth was 19% with 22% profit growth on better margins YOY Copper Clad Laminate project 60% completed CCL project investment is Rs 450 cr + and commercial roll out expected in Nov 2026

SAT ORDER ON ZEE SAT ALLOWS FUND RAISING PROPOSAL OF PROMOTERS IN ZE

#ZeeEnt In Focus: #SAT Stays #SEBI Order Against Zee Ent 🚨SAT Says: Zee Ent Can Go Ahead With Warrant Issue To Promoters ▶️SAT Allows Zee Ent To Access Mutual Fund Units For Dividend Distribution ▶️SAT Interim Relief To Zee Ent In SEBI Case Subject To Deposit Of Penalty

ZeeEnt recovers nearly 9% from intra-day lows after SAT stays SEBI order against co, now up over 7% in trade

BarCouncil Order Barring NALSAR 2026 Graduates From Advocate Enrolment Issue Reaches SC 👉CJI says the issue is between students and me, they have written to me, who is Bar Council to intervene 👉CJI says Bar Council action is absolutely uncalled for, students have right to protest 👉SC grants protective order, says no punitive action to be taken against the students, faculty membes of law colleges Alert - Students of NALSAR had questioned the decision of the university to invite CJI for the convocation ceremony

SOLAR IND: MAINTAIN 35% GROWTH TARGET FOR BOTH DOMESTIC & INTERNATIONAL BIZ EXPECT ENHANCED-RANGE PINAKA ORDERS BEFORE FY27-END 14,000 CR TOPLINE IN FY27 QUITE ACHIEVABLE, WILL REVISE GUIDANCE AFTER H1

SOLAR IND: 14,000 CR TOPLINE IN FY27 QUITE ACHIEVABLE, WILL REVISE GUIDANCE AFTER H1

AMBER CONF CALL Maintain 40% growth guidance for Electronics Business Expects margins to recover as costs pass thru are done to customers with a lag Consumer Durables expected to grow in line with industry (~15%); Electronics division full-year guidance reaffirmed despite EMS segment slowdown; Railway/Defence division expected to grow 30-35% for FY27 with margins guided at 15-16%; management expects margin pressure from commodities, currency, and wage revisions to persist through H1 FY27, normalizing thereafter.

ARVIND – CONCALL HIGHLIGHTS 📊 • 2 months of Dalco GFT contribution reflected in Q1 results. • Advanced Materials business targeted to grow ~20% YoY, with ₹1,000 Cr revenue target and 16% EBITDA margin. • Textiles business expected to grow in high single digits, while Garmenting targets mid-teens growth. • Textiles margins expected to recover in H2. • ₹500 Cr QIP proceeds to be utilised for debt repayment.