BREAKING NEWS

NIBE: ₹563 CR INDIAN ARMY ORDER FOR VAYUASTRA 🛡 • Signed contract with Indian Army for indigenous Vayuastra Loitering Munition System • Secured L2 vendor share worth ₹563.35 Cr • Order awarded under Fast Track Procurement (FTP) route • Vayuastra is a man-portable, precision-guided loitering munition • Strengthens NIBE’s defence order book and indigenous manufacturing presence • Deliveries to begin as per contractual schedule

Consumer Durable division - Price hikes are passed on to customers with a one-quarter lag. PCB Division -Price hikes are passed on to customers with two -quarter lag.

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.

SUGAR STOCKS: INT. SUGAR PRICES AT 10 MONTHS HIGH AMID SUPPLY CONCERNS

Technocraft Lists At ₹284/Sh Vs Issue Price ₹212/Sh On NSE LeapIndia Lists At ₹166/Sh Vs Issue Price ₹159/Sh On NSE

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.

*🟢🟢IPO UPDATE🟢* *TODAY CLOSING IPO 🔴* 1- shiprocket 2 -Behari Lal Engineering *BOTH IPO MUST MUST APPLY FOR MINIMUM RETURN OF 25--40% VARIATION ✅* *BEST OF LUCK👑👈🏻*

IPO SEASON IS BACK AND ITS HURTING STOCK MARKET , Motilal Oswal Says Supply Of Primary Paper Not Allowing Market To Go Up

MAN INDUSTRIES: CO. WINS PREFERRED MANUFACTURERS LIST (PML) APPROVAL FROM QATARENERGY FOR LSAW PIPES, COATING & BENDS

RVNL Q1 FY27 CONCALL – GUIDANCE 📊 • FY27 revenue growth target at ~15%, with profit growth of 15–20%. • Strong order book and business momentum support confidence in achieving FY27 guidance. • Order mix targeted at 50:50 between traditional railway works and competitive bidding projects over the next 3 years. • Higher share of competitive domestic & overseas projects expected to improve profitability. • Focus remains on faster execution and converting L1 positions & LOAs into revenue-generating projects. • ROE targeted at ~12–13% over the next 3 years. • Dividend payout to follow government policy: 30% of PAT or 4% of net worth, whichever is higher.

📊 Brokerage Updates PETRONET LNG • Nomura: Buy | TP ₹345 • Jefferies: U-P | TP ₹245 LG ELECTRONICS • CLSA: O-P | TP ₹1,885 HONASA • CLSA: Hold | TP ₹505 • JPM: UW | TP ₹410 PAGE INDUSTRIES • HSBC: Buy | TP ₹47,560 • Macquarie: U-P | TP ₹32,500

TRUE GREEN BIO ENERGY Q1 FY27 Net Profit: ₹21.85 Cr | Vs Loss YoY | ↓24% QoQ Revenue: ₹227.57 Cr | ↑3143% YoY | ↑20% QoQ EBITDA: ₹36.90 Cr | ↑2051% YoY | ↓15% QoQ EBITDA Margin: 16.2% | Vs 24.4% YoY | Vs 22.8% QoQ

BOSCH Q1 FY27 CONCALL – GUIDANCE 📊 • Q2 growth expected at ~8%, supported by festive demand, stronger rural cash flows and infrastructure activity. • 3–5 year growth to be driven by vehicle volumes, new product launches and advanced technology adoption. • Margins expected to remain supported by favourable product mix through FY27. • Exports currently contribute ~8–8.5% of revenue; management targets gradual increase over coming years. • CAFE Phase 3 regulations from April 2027 expected to create additional content and revenue opportunities. • Mandatory ADAS for commercial vehicles from October 2027 seen as a significant long-term growth opportunity.

Action For Day India July WPI Data Q1 Earnings- Ashok Leyland, BDL, Cochin Shipyard Q1 Earnings- NMDC, Patanjali Foods, Voltas IPO Listing- Leap India, Technocraft Ventures Stock Split- Knowledge Marine Fund Raise- Natco Pharma, TD Power, Kitex Lockin Expiry-Fractal AGM-Adani Power, SBI Life

Q1 EARNINGS Good-Max Financial, IRCTC, Honasa Consumer, RCF, Solar Industries, Welspun Living, HMA Agro, Diamond Power, Technocraft Industries, LG Electronics, Indigo Paints, Galaxu Surfactantsz, Manorama, Kennametal India, Seamec Inline/Mixed-DCW, Endurance Tech, Relaxo Footwear, Genus Power, AGI Infra, Brainbees, Elgi Equipments, KRBL, Rane Holdings, JTEKT India, Ingersoll-Rand, Travel Food Services, Brigade Enterprises, Centum Elect, Supriya Life, Fujiyama Power, JSW Cement, Finopayment Bank, Olectra Greentech Weak-Tata Motors PV, Praj Industries, Dreamfolks, Premier Explosives, Samman Capital, KNR Construction, Swan Energy, Unicommerce eSolutions, Avanti Feeds

TATA MOTORS PV Q1 MANAGEMENT SPEAKS Supply constraints and elevated commodities/FX to impact performance Co delivered resilient quarter and is confident to drive growth

JEENA SIKHO LIFECARE: TO SET UP 40+ BED HOSPITAL IN BAREILLY • Plans to establish a new Ayurvedic, Naturopathy & Panchkarma hospital in Bareilly, Uttar Pradesh • Proposed capacity of 40+ beds across ~14,000 sq. ft. • Estimated investment: ~₹85 lakh, funded through internal accruals • Operations expected to commence in November 2026 • Expansion will strengthen the healthcare network and expand Panchkarma services to a larger population

AZAD INDIA MOBILITY Q1 FY27 • Net Profit: ₹0.78 Cr, up 1048.8% YoY, down 45.1% QoQ • Revenue: ₹16.45 Cr, up 113.8% YoY, up 87.9% QoQ • EBITDA: ₹0.41 Cr vs loss YoY, down 78.7% QoQ • EBITDA Margin: 2.5% vs loss YoY; down 1,938 bps QoQ

AGARWAL INDUSTRIES Q1 FY27 • Net Profit: ₹10 Cr, down 21% YoY, down 34% QoQ • Revenue: ₹433 Cr, down 27% YoY, up 7% QoQ • EBITDA: ₹29 Cr, down 20% YoY, down 11% QoQ • EBITDA Margin: 6.7% vs 6.1% YoY, up 60 bps; vs 8.0% QoQ, down 130 bps

LG ELECTRONICS Q1 : CONS NET PROFIT AT ₹653 CR, UP 27% (YOY), DOWN 6% (QOQ) REVENUE AT ₹7,233 CR, UP 15% (YOY), DOWN 10% (QOQ) EBITDA AT ₹904 CR, UP 26% (YOY), DOWN 4% (QOQ) MARGINS 12.5% V 11.4% (YOY), V 11.7% (QOQ)