Eagle Eye Network

*Today, 13 August 2026* , Nifty is consolidating near 24,400 with support at 24,300–24,200 and resistance at 24,600–24,700, while Bank Nifty shows strength above 57,700 with resistance at 58,300–58,700. India VIX has cooled to 11.69, signaling subdued volatility. Crude oil remains elevated near $88–90 per barrel, gold is firm around $4,406–4,465/oz, and USD/INR trades near 95.4, keeping sentiment cautious. *📊 Nifty 50 Analysis* Close (12 Aug): 24,435 (▼0.15%) Support: 24,385 → 24,200 → 24,000 Resistance: 24,500 → 24,600 → 24,700 Technical: Bullish hammer-like candle formed; holding above 24,385 (200-DEMA) is crucial. Break above 24,600 may trigger upside towards 25,200. *🏦 Bank Nifty Analysis* Close (12 Aug): 57,885 (▲0.77%) Support: 57,700 → 57,500 → 57,140 Resistance: 58,250 → 58,300 → 58,700–58,750 Technical: Strong recovery from 57,470; RSI above 54 indicates momentum. Breakout above 58,300 could extend rally to 59,200. *📉 India VIX* Current: 11.69 (▼1.43%) Implication: Volatility subdued; market sentiment cautious but stable. Lower VIX supports range-bound trading with reduced fear. *🏭 Sector Sentiment* Positive: Realty, Private Banks, Consumer Durables, Telecom (handsets +2.39%), Oil Drill (+3.01%). Weak: PSU Banks, Oil & Gas, Healthcare, IT (Infosys ▼1.23%, TCS ▼3.93%). Overall: Mixed sector rotation; financials show resilience, IT under pressure. *🪙 Gold Analysis* Spot Price: $4,406–4,465/oz (▲0.9% intraday) INR Price: ~₹15,534 (24K, Hyderabad), ~₹15,642 (Chennai) per gram. Trend: Supported by weaker USD and central bank demand; bullish bias above $4,382 support. *🛢️ Crude Oil Analysis* Brent Price: $87.9–$88.3/bbl (▼1.2% daily, ▲31% YoY). Trend: Elevated due to Strait of Hormuz tensions; supply disruptions keep prices firm. Impact: High crude weighs on Indian equities and rupee sentiment. *💵 USD/INR Analysis* Current: 95.34–95.45 (stable, ▼0.72% MoM, ▲8.7% YoY). Drivers: Rising crude imports increase dollar demand; RBI interventions limiting weakness. Forecast: Expected to hover near 95.25–95.45 in Q3; potential easing towards 94.8 by year-end. *🎯 Trading Strategy for Today* Nifty: Buy on dips near 24,300 with SL 24,200; target 24,600–24,700. Bank Nifty: Long positions above 57,700; target 58,300–58,700; SL 57,500. Gold: Stay long above $4,382; INR buyers can accumulate near ₹15,500/g. Crude: Elevated prices → avoid oil & gas longs; focus on consumer durables, telecom, and private banks. USD/INR: Expect range-bound 95.2–95.6; exporters hedge above 95.4, importers hedge below 95.2. *✅ Summary* : Market bias remains cautious due to high crude and weak rupee, but selective strength in banks and consumer sectors offers intraday opportunities. Stick to support/resistance levels with strict stop-loss discipline.

BROKERAGE CALLS ✈️ HAL • MOSL — Buy | ₹5,800 • Kotak Securities — Add | ₹5,305 🧵 GRASIM • Morgan Stanley — Overweight | ₹4,000 • Jefferies — Accumulate | ₹3,910 • Citi — Accumulate | ₹3,850 👓 LENSKART • MOSL — Buy | ₹705 • Jefferies — Accumulate | ₹680 • Macquarie — Outperform | ₹675 • Morgan Stanley — Overweight | ₹666 🏥 APOLLO HOSPITALS • Citi — Accumulate | ₹10,770 • Morgan Stanley — Overweight | ₹9,397 • Macquarie — Underperform | ₹6,230 ⚡ POLYCAB • Morgan Stanley — Overweight | ₹10,545 🌱 PI INDUSTRIES • Jefferies — Outperform | ₹2,910 🛍️ TRENT • Macquarie — Outperform | ₹3,600 ✈️ GMR AIRPORTS • Macquarie — Outperform | ₹125 🎨 PAINTS • Macquarie — Prefers Asian Paints

Where's The Alpha? All Aditya Birla Group companies to pay brand royalty PSU Banks- RBI's draft guidelines on interest rates on loans and advances HAL-Rs 1 lakh crore tender for 60 multirole transport aircraft MSCI Changes In Standard Index-Additions: Adani Energy Solutions, Billionbrains Garage Ventures, Laurus Labs, Lenskart Solutions Q1 Earnings-Vadilal Industries,  IndiQube Spaces, KRN Heat Exchangers,  Gujarat Pipavav Ports, Aditya Infotech, Bliss GVS Pharma, Sansera Engineering Bajel Projects, GE Power-Order wins Arrow Greentech-Receives Indian patent for ‘Dual Colour Shift Security Film’. Ester Industries: The company’s JV signs a non-binding Letter of Intent with a leading global sports and athletic brand for supply of Loop PET Fiber Grade resin. Raj Rayon Industries-Approves a Rs. 650 crore Phase-II expansion at its Silvassa unit. Dr Agarwal's Health Care, Tenneco Clean Air India-MF buying TruAlt Bioenergy-Promoter buying https://whatsapp.com/channel/0029VahpCUeCxoB0jQz1ro0l/7471

Earnings Watchlist Positive Apollo Hospitals- Operational beat driven by revenue Tata Motors CV-Q1 beats estimates, outlook positive Lenskart, Vadilal Industries-Turnaround quarter Astral- Volumes and margins outperform peers IndiQube Spaces-Strong operational growth numbers KRN Heat Exchangers-Revenue up more than 2x YoY Gujarat Pipavav Ports-Numbers beat analyst estimates Aditya Infotech-Strong traction by CP PLUS brand Bliss GVS Pharma-Margin up 680bps YoY Sansera Engineering-Strong volume growth and demand Petronet LNG-Numbers better than estimates sequentially NEGATIVE VA Tech Wabag, HG Infra Engineering, EMS-Weak execution

JIO FINANCIAL SERVICES ; BANK OF AMERICA TO INVEST UP TO ₹18,268 CR FOR 49.9% IN JIO CREDIT • 🤝 Bank of America and Jio Financial Services sign JV agreement for Jio Credit • 💰 Investment could reach ₹18,268 Cr (~$1.9 Bn) • 📊 Initial stake: 26.5%; can rise to 49.9% through warrants • 🏦 Jio Credit AUM stood at ₹30,667 Cr as of June 30, 2026 • 📈 Fresh capital to support lending growth and expansion in India • 🌐 Deal combines Jio Financial’s digital reach with Bank of America’s global financial expertise

Stocks In News | August 13, 2026 Bajel Projects - Bags EPC order worth ₹600+ Cr. - Order under WR-ER network expansion scheme. - Order execution supports order-book visibility. Poonawalla Fincorp - Approved NCD issuance worth ₹750 Cr. - Fundraising supports balance-sheet flexibility. Thomas Cook India - Launches India Forex Report 2026. - Highlights changing forex spending patterns. - Tracks evolving travel and spending trends. Dilip Buildcon - September 15 fixed as record date. - Record date for dividend payment. GMR Airports - Approved fundraising up to ₹5,000 Cr. - QIP, bonds and other instruments planned. - Up to ₹1,500 Cr via NCDs. Religare Enterprises - Appointed Arjun Lamba as Managing Director. - Leadership change remains key monitorable. Waaree Energies - UltraTech Cement to acquire 26% stake. - Stake in subsidiary Solaris. - Deal value around ₹28 Cr. Jio Financial Services - Enters JV with Bank of America. - BofA to acquire up to 49.9% stake. - Investment of ₹18,268 Cr in Jio Credit. - Significant strategic financial-services partnership. Raj Rayon Industries - Approved ₹650 Cr Phase-II expansion. - Expansion planned at Silvassa unit. - Capacity expansion supports future growth. Indian Hotels - Additional BMC penalty of ₹5.5 Cr. - Total penalty reaches ₹103 Cr. - Regulatory/legal issue remains monitorable.

Stock Market Today | August 13, 2026 Market Setup - Gift Nifty around 24,420. - Signals mildly negative opening. - Nifty futures discount ~51 points. - Nifty closed at 24,435.95. - Sensex closed at 77,966.35. - IT stocks faced selling pressure. Asian Markets - Asian markets traded higher. - Japan Nikkei +1.06%. - Topix +0.60%. - South Korea Kospi +4.14%. - Kosdaq +0.81%. - Chip stocks led regional gains. Wall Street - US markets ended mostly higher. - Dow Jones -0.04%. - S&P 500 +0.26%. - Nasdaq +0.54%. - Mild inflation eased rate concerns. - Fed hike expectations reduced. MSCI Rejig - Adani Energy Solutions added. - Lenskart Solutions added. - Groww added. - Laurus Labs added. - Astral removed. - Balkrishna Industries removed. - SBI Cards removed. - Changes effective August 31. Inflation Data - US July CPI rose 0.1%. - June CPI declined 0.4%. - US inflation remained relatively mild. - Rate hike fears eased. - India July CPI reached 4.45%. - June CPI stood at 4.38%. - Inflation above RBI median target. Key Factors To Watch - Gift Nifty opening signal. - Asian market strength. - US inflation trajectory. - Fed rate expectations. - India inflation trend. - MSCI passive fund flows. - IT sector weakness. - Foreign investor activity. Market Impact - Neutral to Mildly Positive. - Global cues remain supportive. - Gift Nifty signals cautious opening. - Strong Asian markets provide support. - Lower US rate fears help sentiment. - Domestic inflation remains a concern. - MSCI changes may drive stock-specific flows.

WHERE'S THE ALPHA | KEY STOCK MARKET TRIGGERS Corporate Actions - Aditya Birla Group companies to pay brand royalty. - PSU banks face RBI draft loan guidelines. - HAL gets ₹1 lakh Cr aircraft tender. - Bajel Projects wins new order. - GE Power wins new order. MSCI Index Changes - Adani Energy Solutions added. - Billionbrains Garage Ventures added. - Laurus Labs added. - Lenskart Solutions added. Q1 Earnings - Vadilal Industries. - IndiQube Spaces. - KRN Heat Exchangers. - Gujarat Pipavav Ports. - Aditya Infotech. - Bliss GVS Pharma. - Sansera Engineering. Other Triggers - Arrow Greentech receives Indian patent. - Ester Industries JV signs sports brand LOI. - Raj Rayon approves ₹650 Cr expansion. - Dr Agarwal's Health Care sees MF buying. - Tenneco Clean Air India sees MF buying. - TruAlt Bioenergy sees promoter buying.

OTHER STOCKS TO WATCH | POSITIVE & NEGATIVE Positive - GMR Airports: Fundraising approved up to ₹5,000 Cr. - JSW Infrastructure: Pact signed with Syama Prasad Mookerjee Port. - Berger Paints: MD and CEO reappointed for four years. - Arrow Greentech: Received Indian patent for security film. - Texmaco Rail: Secured new order. - Diamond Power: Secured new order. - Ester Industries: JV signs non-binding sports brand LOI. - Raj Rayon Industries: Approved ₹650 Cr Phase II expansion. - Dr Agarwal's Health Care: MF buying. - Tenneco Clean Air India: MF buying. - TruAlt Bioenergy: Promoter buying. Negative - GNA Axle: Promoter selling. - Laser Power & Infra: Lock-in expiry. - Aye Finance: Lock-in expiry. - JSW Cement: Lock-in expiry.

EARNINGS WATCHLIST | POSITIVE & NEGATIVE Positive - Apollo Hospitals: Operational beat driven by revenue. - Tata Motors CV: Q1 beats estimates. - Lenskart: Turnaround quarter. - Vadilal Industries: Turnaround quarter. - Astral: Volumes and margins outperform peers. - IndiQube Spaces: Strong operational growth. - KRN Heat Exchangers: Revenue more than doubled YoY. - Gujarat Pipavav Ports: Numbers beat estimates. - Aditya Infotech: Strong CP PLUS traction. - Bliss GVS Pharma: Margins up 680 bps YoY. - Sansera Engineering: Strong volume growth. - Petronet LNG: Sequential performance beats estimates. Negative - VA Tech Wabag: Weak execution. - HG Infra Engineering: Weak execution. - EMS: Weak execution.

Sectors To Watch All Aditya Birla Group companies to pay brand royalty PSU Banks- RBI's draft guidelines on interest rates on loans and advances HAL-Rs 1 lakh crore tender for 60 multirole transport aircraft MSCI Changes In Standard Index-Additions: Adani Energy Solutions, Billionbrains Garage Ventures, Laurus Labs, Lenskart Solutions+Deletions: Astral, Balkrishna Industries, SBI Cards and Payment Ultratech Cement-Block Deal Today (Promoter)

📢 IPO Events | 13 Aug 2026 🟢 Live : • Shiprocket Ltd (MAINBOARD) • Pramodini Medicare Ltd. (NSE SME) • Behari Lal Engineering Ltd (MAINBOARD) • Q&T Foods Ltd. (BSE SME) • Credent Connect N Care Ltd. (NSE SME) 📋 Allotment(s) : • Dhoot Transmission Ltd. (MAINBOARD) •Molbio Diagnostics Ltd (MAINBOARD) 🎯 Listing(s) : • LAPL Automotive Ltd (BSE SME) ⏳ Closing Today : • Milky Mist Dairy Food Ltd. (MAINBOARD) • Fascinate Textiles Ltd (NSE SME) • Sham Foam Ltd (BSE SME)

JM FINANCIAL ON BHARTI AIRTEL Recommendation: BUY Target: ₹2,400 | Upside: 25.2% Key Takeaways: • Airtel removed select entry-level prepaid data plans; peers are likely to follow. • Move is not an across-the-board tariff hike but aims to push users towards higher-ARPU plans. • Assuming 10% of subscribers upgrade to plans ~₹50 costlier, wireless ARPU could rise ~2%. • This could drive around 1% upside to India EBITDA and valuation. • JM Financial expects industry wireless ARPU to grow at ~12% CAGR over FY26–29E, supported by tariff hikes and premiumisation. • BUY reiterated with unchanged TP of ₹2,400.

🔥*FII Huge Buying SmallCap Stocks*🔥 1. CUPID - (1.01% to 4.17% FII Increase) 2. Sterlite Tech - (18.22% to 19.72% FII Increase) 3. HFCL - (7.08% to 15.74% FII Increase) 4. MTAR - (17.31% to 24.80% FII Increase) 5. Pine Labs - (4.80% to 9.49% FII Increase) 6. Astra Microwave- (7.56% to 10.74% FII Increase) 7. Apollo Micro - (3.63% to 7.59% FII Increase) 8. Paras Defence- (5.06% to 8.29% FII Increase) 9. Fedbank - (0.66% to 9.30% FII Increase) 10. IOL Chemicals - (1.72% to 4.87% FII Increase) 11. DEE Development- (2.17% to 4.67% FII Increase) 12. Ideaforge Tech - (4.89% to 8.27% FII Increase)

Bumper results Q1 FY27 (EPS Growth): Sterlite Tech - 1920% E2E Networks - 1621% Glenmark Pharma - 931% Arvind SmartSp. - 785% CreditAcc. Gram. - 717% Gandhar Oil Ref. - 633% Yasho Industries - 547% Electronics Mart - 461% MRPL - 451% Savita Oil Tech - 400% Rain Industries - 389% Apcotex Industries - 312% Ramkrishna Forg. - 295% Bhagiradha Chem. - 232% Hindustan Zinc - 146% Tatva Chintan - 140% Suryoday Small - 113% Huhtamaki India - 75% SCI - 75% ASM Technologies - 54% Disclaimer: Shared for informational/educational purposes only, not a recommendation to buy or sell any stock.

Stocks Watchlist POSITIVE NALCO, HINDALCO- Norsk Hydro announced 50% curtailment to its alumina capacity JSW Dulux-Board approves 1:10 stock-split Grasim-Commences production of resin plant in Gujarat Glenmark-US Arm settles litigation with Humana GMR Power, NATCO Pharma-Fund raise meet on Aug 14 Zydus Lifesciences-Arm Sentynl enters pact with Mereo BioPharma HG Infra, Diamond Power, BEML, Saatvik Green-Order win 3M India-Resumes operations at Ahmedabad plant Prataap Snacks-Promoter buying SJVN-Solar power project completion NEGATIVE GCPL-Sudhir Sitapati resigns as CEO Thyrocare-Rs 1000cr block deal Dr Agarwal-Temasek, TPG entities to sell stake via block Tenneco-Promoter to sell 10% stake via block Our WhatsApp Channel Link 👇 https://whatsapp.com/channel/0029VahpCUeCxoB0jQz1ro0l

Opening Cues Oil Extends Gains War Peace Talks Fatigue Dollar Index Higher Ahead Of Inflation Data Gold Steadies Ahead Of US CPI Report Trump Calls for Capital Gains Tax Cuts Asian Markets Open Mixed Rupee May Remain Under Pressure FII Shorts At 88% vs 87% FII Buyers In Cash Market For 3rd Day

ALL-TIME HIGH BREAKOUT ALERT 19 Stocks Closed at Fresh Lifetime Highs Today! 💠Cupid 💠Bosch 💠Ather Energy 💠Titan Company 💠Deep Industries 💠Ather Industries 💠Sudeep Pharma 💠Shilpa Medicare 💠KSH International 💠Rubicon Research 💠Panama Petrochem 💠Anthem Biosciences 💠Sedemac Mechatronics 💠Thyrocare Technologies 💠Kwality Pharmaceuticals 💠Lumax Auto Technologies 💠Shaily Engineering Plastics 💠Manipal Health Enterprises 💠Chennai Petroleum Corporation

SOURCES SAY Tata Sons mulling on an option to buy back some of holdco's shares owned by SP Group Proposal would envisage acquiring about 5%-6% equity stake from Shapoorji Pallonji entities SP Group firms Cyrus Investments and Sterling Investment Corp own 9.185% each in Tata Sons Successful buyback to bolster SP Group liquidity buffer for timely repayment of upcoming debt dues SP Group has about ₹70,000 cr of borrowings on its books SP Group concluded a ₹21,350 cr debt refinancing in July July's refinancing was via issue of zero-coupon NCDs and $650 MN USD bond sale Bonds secured by a security package providing 100% collateral of principal and interest Backed by SP Group's 9.185% stake in Tata Sons held through Cyrus Investments Pvt Ltd Other collateral are 25.03% stake in Afcons Infrastructure and promoter pledges

Earnings Watchlist POSITIVE Mannapuram Finance-PAT beat on lower provisions Man Industries-EBIDTA up 89% YoY RHI Magnesita-Strong realizations aid numbers TD Power Systems-Hikes guidance, strong execution Borana Weaves-Margin up 360bp-YoY Gujarat Energy-Turnaround quarter Innova Captab-Operational margins improve Nephrocare Health Services- Steady volume growth with treatments Polyplex Corp-Turnaround quarter Landmark Cars-Highest ever turnover and EBIDTA NEGATIVE Som Distilleries-All round miss PI Industries-Weak pharma and global biologics segment