Pulse by Platinum Research

TRUMP THREATENS TO BOMB OMAN IF IT GETS IN US’ WAY

INDIA'S SOLAR MODULE CAPACITY HITS 100 GW BUT UPSTREAM MANUFACTURING LAGS BEHIND, SAYS NITI AAYOG

GULSHAN POLYOLS: CO. RECEIVES ADDITIONAL ETHANOL ALLOCATION OF 20,740 KL FOR Q4 ESY 2025-26; ESTIMATED ORDER VALUE OF ₹146.66 CR FOR SUPPLY TO OMCS IN ASSAM AND MADHYA PRADESH

IND-SWIFT LAB: CO PLANS TO FILE 400+ DOSSIERS BY FY27 TO STRENGTHEN LONG-TERM IP-LED REVENUE VISIBILITY

CG POWER AND INDUSTRIAL SOLUTIONS LIMITED: WHOLLY OWNED SUBSIDIARY AXIRO SEMICONDUCTOR ENTERS DEFINITIVE AGREEMENT TO ACQUIRE 100% OF TOSIL SYSTEMS FOR ₹16.44 CRORES; ACQUISITION TO STRENGTHEN SEMICONDUCTOR DESIGN CAPABILITIES; EXPECTED COMPLETION BY AUGUST 31, 2026.

IND SWIFT LAB: CO'S TOPLINE CAGR 20-25%, SCALING FROM ₹636 CR TO ₹1,200+ CR BY FY29.

IND SWIFT LAB: CDMO PARTNERSHIPS/ OWN BRANDS WITH VIATRIS (IRELAND, EUROPE), MANX (UK), AND ARROTEX (AUSTRALIA) HAVE BEEN COMMERCIALIZED AND ARE EXPECTED TO CONTRIBUTE INCREMENTAL REVENUE OF ₹200–220 CR IN FY27

CAMPUS ACTIVEWEAR: BOARD APPOINTS MR. RAKESH THAKUR AS CHIEF FINANCIAL OFFICER ; THAKUR BRINGS OVER 22 YEARS OF EXPERIENCE FROM LEADING CO'S INCLUDING BOAT AND HINDUSTAN UNILEVER. GSK HEALTH, PEPSICO & SAMSUNG.

ZEE ENT: SEBI UNLIKELY TO CHALLENGE SAT RELIEF TO ZEE ENT - TV INTERVIEWS ZEE ENT: SEBI UNLIKELY TO CHALLENGE SAT RELIEF TO ZEE ENT || SEBI ORDER AGAINST ZEE ENT, PUNIT GOENKA, SUBHASH CHANDRA WAS NOT TO HALT FUNDRAISE PLAN - -TV INTERVIEWS ZEE ENT: SAT HAD ALLOWED PREFERENTIAL ISSUE OF FULLY CONVERTIBLE WARRANTS TO PROMOTER-GROUP - TV INTERVIEWS

INDO AMINES LTD: TEMPORARY SUSPENSION OF OPERATIONS AT MAHAD FACILITY DUE TO GAS LEAKAGE INCIDENT; ONE EMPLOYEE FATALITY REPORTED; COMPANY COOPERATING WITH AUTHORITIES FOR INVESTIGATION AND SAFETY MEASURES.v

IRANIAN FOREIGN MINISTRY: NO TALKS HAVE BEGUN DUE TO WASHINGTON'S VIOLATION OF THE MEMORANDUM OF UNDERSTANDING

IND-SWIFT LAB: CO PLANS TO FILE 400+ DOSSIERS BY FY27 TO STRENGTHEN LONG-TERM IP-LED REVENUE VISIBILITY

👆👆CG POWER AND INDUSTRIAL SOLUTIONS LIMITED: WHOLLY OWNED SUBSIDIARY AXIRO SEMICONDUCTOR ENTERS DEFINITIVE AGREEMENT TO ACQUIRE 100% OF TOSIL SYSTEMS FOR ₹16.44 CRORES; ACQUISITION TO STRENGTHEN SEMICONDUCTOR DESIGN CAPABILITIES; EXPECTED COMPLETION BY AUGUST 31, 2026.

INDIGO , SPICEJET: Supreme Court To Hear The Matter On September 7

PRABHUDAS LILLADHER ON AMBER ENTERPRISES 📊 • BUY | Target ₹9,244 ↑ from ₹8,646 • Q1 FY27 Revenue ₹3,890 Cr, +12.7% YoY | EBITDA ₹310 Cr, +21.6% • EBITDA margin improved to 8% | Adjusted PAT ₹140 Cr, +39.5% • Electronics revenue grew 28.5%; Railways order book at ₹2,750 Cr • FY27 growth guidance maintained; Oppo commercial production expected from Q1 FY28 • BUY maintained with higher target of ₹9,244

L&T: CO WINS ULTRA MEGA CONTRACT || ULTRA MEGA CONTRACT VALUES MORE THAN 150B RUPEES

ASSOCIATED ALCOHOLS & BREWERIES LTD: CO. RECEIVES ADDITIONAL ALLOCATION OF 87.4 LAKH LITRES OF ETHANOL FROM BPCL; ALLOCATION FOLLOWS SUPREME COURT ORDER FOR Q4 OF ETHANOL SUPPLY YEAR 2025-26.

IRANIAN FOREIGN MINISTRY: NO TALKS HAVE BEGUN DUE TO WASHINGTON'S VIOLATION OF THE MEMORANDUM OF UNDERSTANDING

ICICI SECURITIES — BROKERAGE VIEW 📊 • Brigade Enterprises — BUY | Target ₹885 • GMR Airports — HOLD | Target ₹99 ↑ from ₹93 • Honasa Consumer — BUY | Target ₹720 ↑ from ₹600 • VA Tech Wabag — BUY | Target ₹2,410 ↑ from ₹1,680 • Max Healthcare — BUY | Target ₹1,275 ↑ from ₹1,215 • Page Industries — REDUCE | Target ₹31,500 • Indiqube Spaces — BUY | Target ₹263 | Upside ~42% Key highlights: Positive stance on Brigade, Honasa, VA Tech Wabag, Max Healthcare & Indiqube; cautious on GMR Airports and Page Industries.

SUN PHARMA WINS MAJOR US LIPITOR ANTITRUST CASE 🇺🇸 US Appeals Court affirmed summary judgment entirely in favour of Sun Pharma and its subsidiaries. ✅ Court also upheld the denial of class certification to the plaintiffs. 💊 Case related to the 2008 patent-litigation settlement with Pfizer over generic Lipitor (Atorvastatin). 📌 Sun Pharma says the favourable ruling substantially brings the litigation to a close, subject to any further legal remedies available to plaintiffs. Impact: Positive 🟢