SKM INVESTMENT

EBITDA up 2.6% at Rs 204 crore versus Rs 199 crore. .- Expectation Rs212.2cr. EBITDA Margin down 30 bps at 20.8% versus 21.1%..- Expectation 21.6% Linde India Q1 Result ( YoY) – Margin decline sharply - Net Profit down 2.4% at Rs 104.6 crore versus Rs 107.2 crore. Revenue up 21.6% at Rs 694 crore versus Rs 571 crore. EBITDA up 1.8% at Rs 201 crore versus Rs 197 crore. EBITDA Margin down 560 bps at 28.9% versus 34.5%. Man Industries Q1 Result ( YoY) – impressive Ebitda and Ebitda margin- Net Profit at Rs 61.4 crore versus Rs 27.6 crore. Revenue up 41.9% at Rs 1,053 crore versus Rs 742 crore. EBITDA up 89.2% at Rs 143 crore versus Rs 75.8 crore. EBITDA Margin up 340 bps at 13.6% versus 10.2%.

Surya Roshni Q1 FY27 (YoY) – Impressive growth Ebitda and Ebitda margin - Net profit up 77.2% to Rs 59.6 crore from Rs 33.6 crore. Revenue up 27.5% to Rs 2,046 crore from Rs 1,605 crore. Ebitda up 61% to Rs 112 crore from Rs 69.8 crore Margin up 120 basis points to 5.5% from 4.3% Kalpataru Projects Q1 FY27 (YoY) –Above estimates topline, Ebitda and Ebitda margin - Net profit up 44.9% to Rs 310 crore from Rs 214 crore – expectation Rs192.6cr. Revenue up 3.8% to Rs 6,408 crore from Rs 6,171 crore– expectation Rs5306.3cr. Ebitda up 7% to Rs 562 crore from Rs 525 crore– expectation Rs451cr. Margin up 30 basis points to 8.8% from 8.5%– expectation 8.5% and Other income stood at Rs 77 crore versus Rs 16 crore– expectation Rs16.7cr Siemens Q3 Results - Cons, YoY – Topline above expectation while Below estimates Ebitda and Ebitda margin - Net profit at Rs 2,143 crore vs Rs 423 crore YoY – Expectation Rs396.5cr. nRevenue up 14.8% at Rs 4,714 crore vs Rs 4,108 crore YoY– Expectation Rs4632cr. EBITDA down 16.8% at Rs 431 crore vs Rs 518 crore YoY– Expectation Rs462.7cr EBITDA margin at 9.1% vs 12.6% YoY– Expectation 10%. Discontinued operations profit at Rs 1,800 crore vs Rs 1 crore YoY Zydus Life Q1 Consolidated Results – Topline above estimates while both Ebitda and Ebitda margin in line - Net profit down 35.9% at Rs 940 crore vs Rs 1,467 crore YoY– Expectation Rs1032.1cr. Revenue up 22% at Rs 8,017 crore vs Rs 6,574 crore YoY– Expectation Rs7684.4cr. EBITDA down 7.6% at Rs 1,930 crore vs Rs 2,089 crore YoY– Expectation Rs1890.4cr and EBITDA margin at 24.1% vs 31.8% YoY– Expectation 24.6% Manappuram Finance Q1 Result (YoY) – Above expectation NII and bottomline - Net Profit up 40.8% at Rs 552 crore versus Rs 392 crore. – Expectation Rs479.4cr. NII up 28% (YoY) at Rs 1723.8cr crore – Expectation Rs1630.5cr Finolex Cable Q1 results – Impressive growth Ebitda and Ebitda margin - Net Profit: Rose to ₹249 crore compared to ₹162.6 crore YoY. Revenue from Operations: Climbed 44.3% to ₹2,013.2 crore YoY. EBITDA: Jumped 79% reaching ₹244.2 crore YoY. EBITDA Margin: Expanded to 12.1% compared to 9.7% in Q1 FY26. YoY Piccadily Agro Q1 Result (YoY) – Stable Ebitda and Ebitda margin - Net Profit up 15.1% at Rs 21.3 crore versus Rs 18.5 crore. Revenue up 18.1% at Rs 270.5 crore versus Rs 229 crore. EBITDA up 16.2% at Rs 43.8 crore versus Rs 37.7 crore. EBITDA Margin down 30 bps at 16.2% versus 16.5%. JSW Dulux Q1 Result Highlights (YoY) – Marginally decline Ebitda and Ebitda margin - Net Profit down 12.4% at Rs 79.7 crore versus Rs 91 crore. Revenue down 2.8% at Rs 965 crore versus Rs 993 crore. EBITDA down 14.4% at Rs 115 crore versus Rs 134 crore. EBITDA Margin down 160 bps at 11.9% versus 13.5%. TD Power Q1 Result (YoY) – Strong growth Topline and Ebitda while stable margin - Net Profit up 72% at Rs 86 crore versus Rs 50 crore. Revenue up 72% at Rs 640 crore versus Rs 372 crore. EBITDA up 74.9% at Rs 121.4 crore versus Rs 69.4 crore. EBITDA Margin up 30 bps at 19% versus 18.7%. Landmark Cars Q1 Result (YoY) – Stable results - Net Profit at Rs 14.5 crore versus Rs 6.9 crore. Revenue up 22.7% at Rs 1,302 crore versus Rs 1,062 crore. EBITDA up 18.2% at Rs 72.1 crore versus Rs 61 crore. EBITDA Margin down 20 bps at 5.5% versus 5.7%. PI Industries Q1 Result (YoY) – Below expectation Topline, Ebitda and Ebitda margin - Net Profit down 39% at Rs 244 crore versus Rs 400 crore.- Expectation Rs356.2cr. Revenue down 10.4% at Rs 1,702 crore versus Rs 1,901 crore. .- Expectation Rs1832.5cr. EBITDA down 29.2% at Rs 367.4 crore versus Rs 519.1 crore. .- Expectation Rs485.6cr. EBITDA Margin down 570 bps at 21.6% versus 27.3%..- Expectation 26.5% Bata India Q1 Result ( YoY) – inline with expectation …Dividend Rs25 a share - Net Profit up 23.1% at Rs 64 crore versus Rs 52 crore. .- Expectation Rs55.4cr. Revenue up 3.9% at Rs 979 crore versus Rs 942 crore. .- Expectation Rs984.6cr

Omaxe: The company's arm receives a RERA certificate for a project in Uttar Pradesh. - Positive L&T Technology Services – Company unveils AgenticIQ, an end-to-end Agentic AI platform to scale autonomous AI agents across engineering, manufacturing & customer experience. – Positive South West Pinnacle Exploration – Company secures Rs 6.64 Cr Letter of Award from CMPDI, a Coal India subsidiary, for detailed coal exploration in Jharkhand to be completed in 180 days. – Positive TCS and Google Cloud unveil 9th global Gemini Experience Center in Mexico City, deploying 3,000 AI agents to accelerate enterprise AI adoption across Latin America. – Positive Coforge launches dedicated Private Equity business unit powered by Nuuron AI platform to help PE firms drive operational transformation and AI-driven value creation across portfolios. – Positive Godavari Biorefineries secures European patent for novel anti-cancer pharmaceutical composition, boosting oncology IP portfolio for breast and prostate cancer treatments. – Positive HCC – Company secures ₹524.17 crore NHPC contract for Salal Power Station rehabilitation in J&K, boosting its 4-decade hydro legacy in the region. – Positive ONGC – Company sign MoU with Shell Energy to explore deepwater oil, gas and LNG in India – Company announced that it signed a memorandum of understanding (MoU) with Shell Energy India Pvt Ltd to explore collaboration opportunities across India’s energy sector. – Positive Gland Pharma - Signs strategic CDMO deal with global pharma firm. To manufacture 55 injectable SKUs – Positive Govt Extends Subsidy Benefits For Electric Two-Wheelers Under PM E-Drive Scheme - Under the revised PM E-Drive scheme, eligible electric two-wheelers can receive an incentive of Rs 2,500 per kWh, capped at Rs 5,000 per vehicle– Positive Vodafone Idea - Company is raising funds from a consortium of public. sector banks led by State Bank of India, a group of Indian private sector lenders and foreign lenders through external commercial borrowings, CEO Abhijit Kishore said, as per a ET bureau report. – Positive Rail Vikas Nigam Ltd. (RVNL) reported impressive Q1 results - Net profit of Rs 159 crore in Q1, up 17.8% from Rs 135 crore in the year-ago period. Revenue increased 10.5% year-on-year to Rs 4,321 crore from Rs 3,909 crore. EBITDA surged to Rs 184 crore from Rs 55.9 crore a year earlier. EBITDA margin expanded significantly to 4.3% from 1.4% in the corresponding quarter last year. Other income declined to Rs 141 crore from Rs 228 crore a year ago. Tax expense increased to Rs 64 crore from Rs 39 crore in the year-ago quarter SP Apparels Q1 Result (YoY) – Impressive growth both Ebitda and Ebitda margin - Net Profit up 20.3% at Rs 24.9 crore versus Rs 20.7 crore. Revenue down 0.6% at Rs 401.1 crore versus Rs 403.4 crore. EBITDA up 16.1% at Rs 61.4 crore versus Rs 52.9 crore. EBITDA Margin up 220 bps at 15.3% versus 13.1%. NBCC Q1 Results (YoY) – Strong growth Ebitda and Ebitda margin - Net Profit up 17.2% at Rs 155 crore versus Rs 132 crore. Revenue down 5.6% at Rs 2,260 crore versus Rs 2,392 crore. EBITDA up 39% at Rs 155 crore versus Rs 111 crore. EBITDA Margin up 220 bps at 6.9% versus 4.7%. Balrampur Chini Q1 Result (YoY) – Weak Ebitda and Ebitda margin - Net Profit down 14.5% at Rs 44.1 crore versus Rs 51.6 crore. Revenue up 6.2% at Rs 1,637 crore versus Rs 1,542 crore. EBITDA down 14.7% at Rs 114 crore versus Rs 133 crore. EBITDA Margin down 170 bps at 7% versus 8.7%. TCPL Packaging Q1 Results - Stable growth both Ebitda and Ebitda margin - Net profit up 79.4% at Rs 40 crore vs Rs 22.3 crore YoY. Revenue up 16.1% at Rs 493 crore vs Rs 424.7 crore YoY. EBITDA up 18.3% at Rs 86 crore vs Rs 73 crore YoY EBITDA margin at 17.4% vs 17.1% YoY and to foray into Li-ion battery separator films

Actionable Buy – MCX, IDEA, VMM, Pine Labs, BSE, One Mobikwik Market Summary – Idea secures Rs 6,400 crore in first funding tranche from SBI-led banks after AGR relief. SEBI panel allowing FPIs into physical-delivery commodity derivatives, consultation paper soon. NBCC, Manppuram Finance, RVNL, SP Apparels, Finolex Cable, Surya Roshni, Man Industry, Landmark, TD Power, Bata India, Kalpataru Projects announce impressive Q1 results. Siemens and Zydus Life announce stable Q1 results Bata India – Company announce dividend Rs25 a share MCX – SEBI is considering a proposal to allow foreign portfolio investors (FPIs) to trade in physically deliverable non-agri commodity derivatives, subject to a mandatory exit mechanism before the delivery period begins. Sources, said, SEBI is expected to come up with a consultation paper on the proposal soon. – positive SP Apparels – Company to pay final dividend of Rs 3/share for FY26. Approves stock split of 1 share into 5 shares. – positive Strong tax collection - Direct Tax Mop-Up Rises 23% In FY27 So Far Amid Strong Corporate, Individual Contributions – Expect may reduce fiscal deficit Landmark Cars - Signs MoU with Tecso Charge Zone. MoU to provide wallet credit and other benefits. - positive JSW Dulux – Company approves stock split of 1 share into 10 shares. – Positive Landmark Cars: The company signs an MoU with Tecso Charge Zone to offer wallet credits and other customer benefits. – Positive Godrej Consumer Products: The company appoints Aasif Malbari as MD & CEO from August 12; Sudhir Sitapati resigns as MD & CEO, while Vishal Kedia takes over as Interim CFO. – Expect volatile L&T: The company signs a business transfer agreement with arm Vyoma.AI to transfer its data centre and cloud services business for Rs. 1,400 crore. - Positive Grasim Industries: The company commences commercial production at its 50,000 MTPA CPVC resin plant in Gujarat. - Positive Firstsource Solutions: The company enters into a partnership with Cresta to deliver AI technology solutions. - Positive GMR Power & Urban Infra: The board will consider raising up to Rs. 3,000 crore via QIP, bonds and other instruments on August 14. – Long term buy Prestige Estates: CPPIB to invest up to Rs. 3,000 crore in Prestige Hospitality and acquire up to 28% stake. – Positive Zydus Lifesciences: Arm Sentynl enters pact with Mereo BioPharma for commercial and manufacturing rights of Alvelestat; Mereo eligible for up to USD 40 million under the agreement. - Positive BEML: The company receives a Rs. 184 crore order from HAL to supply Light Combat Helicopter fuselage aerostructures. - Positive 3M India: The company fully resumes production and operations at its Ahmedabad plant after completing restoration activities. - Positive KFin Technologies: The company launches agentic AI solution ‘Klarity' to eliminate signature fraud in the BFSI segment- Positive V-Mart Retail: The company launches its 600th store. - Positive Muthoot Microfin: Shareholders approve fundraising through private placement. - Positive Saatvik Green Energy: The company secures a Rs. 400 crore order from an EPC player for supply of solar PV modules. - Positive CAMS: The company acquires the first tranche of Think founders' stake, raising its holding in Think to 77.7% for Rs. 18 crore. - Positive Puravankara: The company extends closure of the Rs. 145 crore Purva Ruby deal by 30 days. - Positive HG Infra Engineering: The company receives a Letter of Award worth Rs. 241 crore from the Rajasthan government. - Positive Escorts Kubota: The company preponees groundbreaking ceremony for its new greenfield manufacturing facility to August 19 from August 20. - Positive Diamond Power Infrastructure: The company secures a Rs. 195 crore order from Rajesh Power Services for underground power cables. - Positive ITI: The company clarifies that it has signed a pact with Airtel Business to accelerate digital transformation -- Positive

Focus on gold finance stocks – Expect positive for gold finance stocks after strong results announce by Manappuram finance and benefit of rising oil price Asian Market Trend – Asian market are witnessing mixed performance. Japan’s Topix benchmark marginally gain led by advances in banking and services sectors while other Asian market decline ahead of US Inflation data to be release today. US market Update ¬– U.S. stocks ended marginally lower ahead of o Wednesday's key inflation report to be announce and deal progress of US-Iran peace deal. Both Dow Jones and Nasdaq Composite Index ended up to 0.5%. European Market – European stocks closed mixed after trading within a tight range, with below-average volumes offering another indication of muted investor conviction as traders weighed earnings and assessed the latest developments in the Middle East. Gold – -- Gold edges higher by 0.5% to nearly $4400/ounce, as investors await U.S. inflation data for cues on the Federal Reserve's policy path. Brent Crude -. Crude oil climbed 1% to $89/bbl as traders remained wary about the prospects for a Middle East deal, tempering the mood in the run-up to crucial US inflation data. FIIs – FIIs were net buyers Rs258cr. FIIs were net sellers Rs5121cr this month DIIs – DIIs were net buyers Rs25cr. DIIs were net buyers Rs6502cr this month Previous Day Market Summary – Equity benchmark Nifty declined over 100 points to close below the 24,500 mark, weighed down by a sharp rise in crude oil prices to nearly $90/bbl amid growing concerns over escalating tensions in the Middle East. Market sentiment remained cautious due to uncertainty surrounding the reopening of the Strait of Hormuz, rising geopolitical tensions between the US and Iran, and ahead of the release of US and India inflation data later this week. Nifty fell 112 points, or 0.5%, to close below the key psychological level at 24471. Broader markets, however, remained relatively resilient, with the Nifty Smallcap 100 and Nifty Midcap 100 indices managing to close marginally higher. Nifty Technical level – Nifty formed a bearish candle on the daily frame and closed below the lows of the last four trading sessions. Now it has to cross and hold above 24500 zones for an up move towards 24650 then 24750 zones while support can be seen at 24350 then 24250 zones. Bank Nifty Technical Level – Bank Nifty formed a bearish candle on the daily frame and closed below the lows of the last five trading sessions. Now it has to cross and hold above 78300 zones for a bounce towards 78600 then 78800 levels while support can be seen at 78000 then 77800 zones. Events – US and India – Inflation data. UK – GDP and IIP Data Events – India and US Inflation data Brokers Radar – Vodafone TGT by CITI at 17. Godrej Consumer TGT by JP Morgan at 1175. CITI TGT on Godrej Consumer at 1350. Manappuram Financer TGT by Jefferies at 430. Morgan Stanley TGT on Manappuram Finance at 315. Siemens TGT by JP Morgan at 3034. CITI TGT on Siemens at 3175. Zydus Life TGT by JP Morgan at 1340. Macquarie TGT on Zydus Life at 1285. Results Today – =eering, IRCTC, Petronet LNG, Astral, Sansera Engineering, Caplin Point. Sun TV Network, Arvind, EID Parry, Black Box, Va Tech Wabag, Ircon International, Marksans Pharma, Sudarshan Chemical, Mishra Dhatu Nigam, India Glycols, Jyothy Labs, KRN Heat Exchanger and Refrigeration, SKF India, and Gujarat Pipavav Port Corporate Actions - ASM Technologies Ltd Rs 6, Industrial & Prudential Investment Company Ltd Rs 120, KPIT Technologies Ltd Rs 5.25, Neelamalai Agro Industries Ltd Rs 20, Narmada Gelatines Ltd Rs 11, Uniparts India Ltd Rs 9, Voith Paper Fabrics India Ltd Rs 10 Global Data – US - MBA Mortgage Applications, CPI, Federal Budget Balance, GDP(UK), Private Consumption (UK), ), Industrial Production(UK), Manufacturing Production(UK), India - CPI Events - US and India inflation data. MSCI will announce its August index review results post market. NSE launch derivatives on Nifty India FPI 150 index. . Ardee Industries, IPO Listing

Man Industries Q1 Result ( YoY) – impressive Ebitda and Ebitda margin- Net Profit at Rs 61.4 crore versus Rs 27.6 crore. Revenue up 41.9% at Rs 1,053 crore versus Rs 742 crore. EBITDA up 89.2% at Rs 143 crore versus Rs 75.8 crore. EBITDA Margin up 340 bps at 13.6% versus 10.2%. Best Regards, Sambhu Sa Direct: 2250366832 Mobile: 9820447164 reply Best Regards, Sambhu Sa Direct: 2250366832 Mobile: 9820447164 reply News & Impact (Wednesday, 12th August, 2026) US-Iran geo-political update - The U.S. and Iran are close to some sort of an arrangement according by media report. President Trump told reporters Monday the U.S. controls the Strait of Hormuz and insisted Iran's economy is suffering due to the war. Focus – US and India inflation data. Gift Nifty is flat to positive. Ardee Industries IPO Listing. Mutual Fund AUM Soars to ₹85.75 Lakh Crore in July 2026 as SIP Contributions t%%ouch New Heights. Actionable - MCX, IDEA, VMM, Pine Labs, BSE, One Mobikwik.Fitch Retains India's Rating At 'BBB-'; Robust Growth Offsets Energy Shock. NBCC, Manppuram Finance, RVNL, SP Apparels, Finolex Cable, Surya Roshni, Man Industry, Landmark, Zydus Life, TD Power, Bata India, Kalpataru Projects announce impressive Q1 results. Results Today – HAL, Grasim , Tata Motors, Apollo Hospital, Lenskart, Gujarat Fluorochemicals, AIA Engineering, Direct Tax Mop-Up Rises 23% In FY27. MSCI will announce its August index review results post market. NSE launch derivatives on Nifty India FPI 150 index Market outlook Today Domestic equity markets are expected to open on a positive note, supported by strong quarterly earnings, continued FII buying, robust direct tax collections of more than 23% YoY at over ₹8 lakh crore in FY27 till August, and record-high SIP collections in July, which could improve overall market sentiment. However, the lack of progress on the US-Iran peace talks, rising geopolitical tensions in the Gulf region, and a sharp increase in crude oil prices toward $90/bbl remain key concerns for investors. Market participants will also closely track the US and India inflation data due later today. With several key global and domestic factors in focus, the market is likely to remain range-bound and volatile. Meanwhile, momentum could continue in the mid-cap and small-cap segments, supported by healthy earnings growth and ahead of the MSCI August index review results, which are expected to be announced post-market hours. Gift Nifty is indicating a flat-to-positive opening, while US index futures are showing a mixed trend. Globally, US markets declined by up to 0.5% overnight, while Asian markets are trading mixed ahead of the US inflation data and developments surrounding the US-Iran peace negotiations. Stock- and sector-specific activity is expected to remain high, and traders may continue to adopt a “buy on dips” strategy. Strong quarterly results and sustained FII buying could provide support to the market at lower levels. In the previous session, the Nifty fell more than 100 points to close below the 24,500 mark, pressured by a sharp rise in crude oil prices toward $90/bbl amid growing concerns over escalating tensions in the Middle East. Sector-wise outlook: Focus on defense stocks – Expect positive for defense stocks on account of rising geo-political tension and strong order book Focus on exchange stocks – Expect positive for exchange stocks like BSE & MCX - BSE will include NSE 50 Index. MCX may benefit after report of SEBI is considering a proposal to allow foreign portfolio investors (FPIs) to trade in physically deliverable non-agri commodity dermay ivative. Focus on healthcare stocks – Expect negatively impact on health care stocks after report that the Parliamentary panel has recommended a series of measures to make private healthcare more affordable, including an immediate legal mechanism to cap hospital room charges and greater transparency in hospital billing.

Kalpataru Projects Q1 FY27 (YoY) –Above estimates topline, Ebitda and Ebitda margin - Net profit up 44.9% to Rs 310 crore from Rs 214 crore – expectation Rs192.6cr. Revenue up 3.8% to Rs 6,408 crore from Rs 6,171 crore– expectation Rs5306.3cr. Ebitda up 7% to Rs 562 crore from Rs 525 crore– expectation Rs451cr. Margin up 30 basis points to 8.8% from 8.5%– expectation 8.5% and Other income stood at Rs 77 crore versus Rs 16 crore– expectation Rs16.7cr Siemens Q3 Results - Cons, YoY – Topline above expectation while Below estimates Ebitda and Ebitda margin - Net profit at Rs 2,143 crore vs Rs 423 crore YoY – Expectation Rs396.5cr. nRevenue up 14.8% at Rs 4,714 crore vs Rs 4,108 crore YoY– Expectation Rs4632cr. EBITDA down 16.8% at Rs 431 crore vs Rs 518 crore YoY– Expectation Rs462.7cr EBITDA margin at 9.1% vs 12.6% YoY– Expectation 10%. Discontinued operations profit at Rs 1,800 crore vs Rs 1 crore YoY Zydus Life Q1 Consolidated Results – Topline above estimates while both Ebitda and Ebitda margin in line - Net profit down 35.9% at Rs 940 crore vs Rs 1,467 crore YoY– Expectation Rs1032.1cr. Revenue up 22% at Rs 8,017 crore vs Rs 6,574 crore YoY– Expectation Rs7684.4cr. EBITDA down 7.6% at Rs 1,930 crore vs Rs 2,089 crore YoY– Expectation Rs1890.4cr and EBITDA margin at 24.1% vs 31.8% YoY– Expectation 24.6% Manappuram Finance Q1 Result (YoY) – Above expectation NII and bottomline - Net Profit up 40.8% at Rs 552 crore versus Rs 392 crore. – Expectation Rs479.4cr. NII up 28% (YoY) at Rs 1723.8cr crore – Expectation Rs1630.5cr Finolex Cable Q1 results – Impressive growth Ebitda and Ebitda margin - Net Profit: Rose to ₹249 crore compared to ₹162.6 crore YoY. Revenue from Operations: Climbed 44.3% to ₹2,013.2 crore YoY. EBITDA: Jumped 79% reaching ₹244.2 crore YoY. EBITDA Margin: Expanded to 12.1% compared to 9.7% in Q1 FY26. YoY Piccadily Agro Q1 Result (YoY) – Stable Ebitda and Ebitda margin - Net Profit up 15.1% at Rs 21.3 crore versus Rs 18.5 crore. Revenue up 18.1% at Rs 270.5 crore versus Rs 229 crore. EBITDA up 16.2% at Rs 43.8 crore versus Rs 37.7 crore. EBITDA Margin down 30 bps at 16.2% versus 16.5%. JSW Dulux Q1 Result Highlights (YoY) – Marginally decline Ebitda and Ebitda margin - Net Profit down 12.4% at Rs 79.7 crore versus Rs 91 crore. Revenue down 2.8% at Rs 965 crore versus Rs 993 crore. EBITDA down 14.4% at Rs 115 crore versus Rs 134 crore. EBITDA Margin down 160 bps at 11.9% versus 13.5%. TD Power Q1 Result (YoY) – Strong growth Topline and Ebitda while stable margin - Net Profit up 72% at Rs 86 crore versus Rs 50 crore. Revenue up 72% at Rs 640 crore versus Rs 372 crore. EBITDA up 74.9% at Rs 121.4 crore versus Rs 69.4 crore. EBITDA Margin up 30 bps at 19% versus 18.7%. Landmark Cars Q1 Result (YoY) – Stable results - Net Profit at Rs 14.5 crore versus Rs 6.9 crore. Revenue up 22.7% at Rs 1,302 crore versus Rs 1,062 crore. EBITDA up 18.2% at Rs 72.1 crore versus Rs 61 crore. EBITDA Margin down 20 bps at 5.5% versus 5.7%. PI Industries Q1 Result (YoY) – Below expectation Topline, Ebitda and Ebitda margin - Net Profit down 39% at Rs 244 crore versus Rs 400 crore.- Expectation Rs356.2cr. Revenue down 10.4% at Rs 1,702 crore versus Rs 1,901 crore. .- Expectation Rs1832.5cr. EBITDA down 29.2% at Rs 367.4 crore versus Rs 519.1 crore. .- Expectation Rs485.6cr. EBITDA Margin down 570 bps at 21.6% versus 27.3%..- Expectation 26.5% Bata India Q1 Result ( YoY) – inline with expectation …Dividend Rs25 a share - Net Profit up 23.1% at Rs 64 crore versus Rs 52 crore. .- Expectation Rs55.4cr. Revenue up 3.9% at Rs 979 crore versus Rs 942 crore. .- Expectation Rs984.6cr EBITDA up 2.6% at Rs 204 crore versus Rs 199 crore. .- Expectation Rs212.2cr. EBITDA Margin down 30 bps at 20.8% versus 21.1%..- Expectation 21.6% Linde India Q1 Result ( YoY) – Margin decline sharply - Net Profit down 2.4% at Rs 104.6 crore versus Rs 107.2 crore. Revenue up 21.6% at Rs 694 crore versus Rs 571 crore. EBITDA up 1.8% at Rs 201 crore versus Rs 197 crore. EBITDA Margin down 560 bps at 28.9% versus 34.5%.

L&T Technology Services – Company unveils AgenticIQ, an end-to-end Agentic AI platform to scale autonomous AI agents across engineering, manufacturing & customer experience. – Positive South West Pinnacle Exploration – Company secures Rs 6.64 Cr Letter of Award from CMPDI, a Coal India subsidiary, for detailed coal exploration in Jharkhand to be completed in 180 days. – Positive TCS and Google Cloud unveil 9th global Gemini Experience Center in Mexico City, deploying 3,000 AI agents to accelerate enterprise AI adoption across Latin America. – Positive Coforge launches dedicated Private Equity business unit powered by Nuuron AI platform to help PE firms drive operational transformation and AI-driven value creation across portfolios. – Positive Godavari Biorefineries secures European patent for novel anti-cancer pharmaceutical composition, boosting oncology IP portfolio for breast and prostate cancer treatments. – Positive HCC – Company secures ₹524.17 crore NHPC contract for Salal Power Station rehabilitation in J&K, boosting its 4-decade hydro legacy in the region. – Positive ONGC – Company sign MoU with Shell Energy to explore deepwater oil, gas and LNG in India – Company announced that it signed a memorandum of understanding (MoU) with Shell Energy India Pvt Ltd to explore collaboration opportunities across India’s energy sector. – Positive Gland Pharma - Signs strategic CDMO deal with global pharma firm. To manufacture 55 injectable SKUs – Positive Govt Extends Subsidy Benefits For Electric Two-Wheelers Under PM E-Drive Scheme - Under the revised PM E-Drive scheme, eligible electric two-wheelers can receive an incentive of Rs 2,500 per kWh, capped at Rs 5,000 per vehicle– Positive Vodafone Idea - Company is raising funds from a consortium of public. sector banks led by State Bank of India, a group of Indian private sector lenders and foreign lenders through external commercial borrowings, CEO Abhijit Kishore said, as per a ET bureau report. – Positive Rail Vikas Nigam Ltd. (RVNL) reported impressive Q1 results - Net profit of Rs 159 crore in Q1, up 17.8% from Rs 135 crore in the year-ago period. Revenue increased 10.5% year-on-year to Rs 4,321 crore from Rs 3,909 crore. EBITDA surged to Rs 184 crore from Rs 55.9 crore a year earlier. EBITDA margin expanded significantly to 4.3% from 1.4% in the corresponding quarter last year. Other income declined to Rs 141 crore from Rs 228 crore a year ago. Tax expense increased to Rs 64 crore from Rs 39 crore in the year-ago quarter SP Apparels Q1 Result (YoY) – Impressive growth both Ebitda and Ebitda margin - Net Profit up 20.3% at Rs 24.9 crore versus Rs 20.7 crore. Revenue down 0.6% at Rs 401.1 crore versus Rs 403.4 crore. EBITDA up 16.1% at Rs 61.4 crore versus Rs 52.9 crore. EBITDA Margin up 220 bps at 15.3% versus 13.1%. NBCC Q1 Results (YoY) – Strong growth Ebitda and Ebitda margin - Net Profit up 17.2% at Rs 155 crore versus Rs 132 crore. Revenue down 5.6% at Rs 2,260 crore versus Rs 2,392 crore. EBITDA up 39% at Rs 155 crore versus Rs 111 crore. EBITDA Margin up 220 bps at 6.9% versus 4.7%. Balrampur Chini Q1 Result (YoY) – Weak Ebitda and Ebitda margin - Net Profit down 14.5% at Rs 44.1 crore versus Rs 51.6 crore. Revenue up 6.2% at Rs 1,637 crore versus Rs 1,542 crore. EBITDA down 14.7% at Rs 114 crore versus Rs 133 crore. EBITDA Margin down 170 bps at 7% versus 8.7%. TCPL Packaging Q1 Results - Stable growth both Ebitda and Ebitda margin - Net profit up 79.4% at Rs 40 crore vs Rs 22.3 crore YoY. Revenue up 16.1% at Rs 493 crore vs Rs 424.7 crore YoY. EBITDA up 18.3% at Rs 86 crore vs Rs 73 crore YoY EBITDA margin at 17.4% vs 17.1% YoY and to foray into Li-ion battery separator films Surya Roshni Q1 FY27 (YoY) – Impressive growth Ebitda and Ebitda margin - Net profit up 77.2% to Rs 59.6 crore from Rs 33.6 crore. Revenue up 27.5% to Rs 2,046 crore from Rs 1,605 crore. Ebitda up 61% to Rs 112 crore from Rs 69.8 crore Margin up 120 basis points to 5.5% from 4.3%

Market Summary – Idea secures Rs 6,400 crore in first funding tranche from SBI-led banks after AGR relief. SEBI panel allowing FPIs into physical-delivery commodity derivatives, consultation paper soon. NBCC, Manppuram Finance, RVNL, SP Apparels, Finolex Cable, Surya Roshni, Man Industry, Landmark, TD Power, Bata India, Kalpataru Projects announce impressive Q1 results. Siemens and Zydus Life announce stable Q1 results Bata India – Company announce dividend Rs25 a share MCX – SEBI is considering a proposal to allow foreign portfolio investors (FPIs) to trade in physically deliverable non-agri commodity derivatives, subject to a mandatory exit mechanism before the delivery period begins. Sources, said, SEBI is expected to come up with a consultation paper on the proposal soon. – positive SP Apparels – Company to pay final dividend of Rs 3/share for FY26. Approves stock split of 1 share into 5 shares. – positive Strong tax collection - Direct Tax Mop-Up Rises 23% In FY27 So Far Amid Strong Corporate, Individual Contributions – Expect may reduce fiscal deficit Landmark Cars - Signs MoU with Tecso Charge Zone. MoU to provide wallet credit and other benefits. - positive JSW Dulux – Company approves stock split of 1 share into 10 shares. – Positive Landmark Cars: The company signs an MoU with Tecso Charge Zone to offer wallet credits and other customer benefits. – Positive Godrej Consumer Products: The company appoints Aasif Malbari as MD & CEO from August 12; Sudhir Sitapati resigns as MD & CEO, while Vishal Kedia takes over as Interim CFO. – Expect volatile L&T: The company signs a business transfer agreement with arm Vyoma.AI to transfer its data centre and cloud services business for Rs. 1,400 crore. - Positive Grasim Industries: The company commences commercial production at its 50,000 MTPA CPVC resin plant in Gujarat. - Positive Firstsource Solutions: The company enters into a partnership with Cresta to deliver AI technology solutions. - Positive GMR Power & Urban Infra: The board will consider raising up to Rs. 3,000 crore via QIP, bonds and other instruments on August 14. – Long term buy Prestige Estates: CPPIB to invest up to Rs. 3,000 crore in Prestige Hospitality and acquire up to 28% stake. – Positive Zydus Lifesciences: Arm Sentynl enters pact with Mereo BioPharma for commercial and manufacturing rights of Alvelestat; Mereo eligible for up to USD 40 million under the agreement. - Positive BEML: The company receives a Rs. 184 crore order from HAL to supply Light Combat Helicopter fuselage aerostructures. - Positive 3M India: The company fully resumes production and operations at its Ahmedabad plant after completing restoration activities. - Positive KFin Technologies: The company launches agentic AI solution ‘Klarity' to eliminate signature fraud in the BFSI segment- Positive V-Mart Retail: The company launches its 600th store. - Positive Muthoot Microfin: Shareholders approve fundraising through private placement. - Positive Saatvik Green Energy: The company secures a Rs. 400 crore order from an EPC player for supply of solar PV modules. - Positive CAMS: The company acquires the first tranche of Think founders' stake, raising its holding in Think to 77.7% for Rs. 18 crore. - Positive Puravankara: The company extends closure of the Rs. 145 crore Purva Ruby deal by 30 days. - Positive HG Infra Engineering: The company receives a Letter of Award worth Rs. 241 crore from the Rajasthan government. - Positive Escorts Kubota: The company preponees groundbreaking ceremony for its new greenfield manufacturing facility to August 19 from August 20. - Positive Diamond Power Infrastructure: The company secures a Rs. 195 crore order from Rajesh Power Services for underground power cables. - Positive ITI: The company clarifies that it has signed a pact with Airtel Business to accelerate digital transformation -- Positive Omaxe: The company's arm receives a RERA certificate for a project in Uttar Pradesh. - Positive

Asian Market Trend – Asian market are witnessing mixed performance. Japan’s Topix benchmark marginally gain led by advances in banking and services sectors while other Asian market decline ahead of US Inflation data to be release today. US market Update ¬– U.S. stocks ended marginally lower ahead of o Wednesday's key inflation report to be announce and deal progress of US-Iran peace deal. Both Dow Jones and Nasdaq Composite Index ended up to 0.5%. European Market – European stocks closed mixed after trading within a tight range, with below-average volumes offering another indication of muted investor conviction as traders weighed earnings and assessed the latest developments in the Middle East. Gold – -- Gold edges higher by 0.5% to nearly $4400/ounce, as investors await U.S. inflation data for cues on the Federal Reserve's policy path. Brent Crude -. Crude oil climbed 1% to $89/bbl as traders remained wary about the prospects for a Middle East deal, tempering the mood in the run-up to crucial US inflation data. FIIs – FIIs were net buyers Rs258cr. FIIs were net sellers Rs5121cr this month DIIs – DIIs were net buyers Rs25cr. DIIs were net buyers Rs6502cr this month Previous Day Market Summary – Equity benchmark Nifty declined over 100 points to close below the 24,500 mark, weighed down by a sharp rise in crude oil prices to nearly $90/bbl amid growing concerns over escalating tensions in the Middle East. Market sentiment remained cautious due to uncertainty surrounding the reopening of the Strait of Hormuz, rising geopolitical tensions between the US and Iran, and ahead of the release of US and India inflation data later this week. Nifty fell 112 points, or 0.5%, to close below the key psychological level at 24471. Broader markets, however, remained relatively resilient, with the Nifty Smallcap 100 and Nifty Midcap 100 indices managing to close marginally higher. Nifty Technical level – Nifty formed a bearish candle on the daily frame and closed below the lows of the last four trading sessions. Now it has to cross and hold above 24500 zones for an up move towards 24650 then 24750 zones while support can be seen at 24350 then 24250 zones. Bank Nifty Technical Level – Bank Nifty formed a bearish candle on the daily frame and closed below the lows of the last five trading sessions. Now it has to cross and hold above 78300 zones for a bounce towards 78600 then 78800 levels while support can be seen at 78000 then 77800 zones. Events – US and India – Inflation data. UK – GDP and IIP Data Events – India and US Inflation data Brokers Radar – Vodafone TGT by CITI at 17. Godrej Consumer TGT by JP Morgan at 1175. CITI TGT on Godrej Consumer at 1350. Manappuram Financer TGT by Jefferies at 430. Morgan Stanley TGT on Manappuram Finance at 315. Siemens TGT by JP Morgan at 3034. CITI TGT on Siemens at 3175. Zydus Life TGT by JP Morgan at 1340. Macquarie TGT on Zydus Life at 1285. Results Today – =eering, IRCTC, Petronet LNG, Astral, Sansera Engineering, Caplin Point. Sun TV Network, Arvind, EID Parry, Black Box, Va Tech Wabag, Ircon International, Marksans Pharma, Sudarshan Chemical, Mishra Dhatu Nigam, India Glycols, Jyothy Labs, KRN Heat Exchanger and Refrigeration, SKF India, and Gujarat Pipavav Port Corporate Actions - ASM Technologies Ltd Rs 6, Industrial & Prudential Investment Company Ltd Rs 120, KPIT Technologies Ltd Rs 5.25, Neelamalai Agro Industries Ltd Rs 20, Narmada Gelatines Ltd Rs 11, Uniparts India Ltd Rs 9, Voith Paper Fabrics India Ltd Rs 10 Global Data – US - MBA Mortgage Applications, CPI, Federal Budget Balance, GDP(UK), Private Consumption (UK), ), Industrial Production(UK), Manufacturing Production(UK), India - CPI Events - US and India inflation data. MSCI will announce its August index review results post market. NSE launch derivatives on Nifty India FPI 150 index. . Ardee Industries, IPO Listing Actionable Buy – MCX, IDEA, VMM, Pine Labs, BSE, One Mobikwik

Man Industries Q1 Result ( YoY) – impressive Ebitda and Ebitda margin- Net Profit at Rs 61.4 crore versus Rs 27.6 crore. Revenue up 41.9% at Rs 1,053 crore versus Rs 742 crore. EBITDA up 89.2% at Rs 143 crore versus Rs 75.8 crore. EBITDA Margin up 340 bps at 13.6% versus 10.2%. Best Regards, Sambhu Sa Direct: 2250366832 Mobile: 9820447164 reply News & Impact (Wednesday, 12th August, 2026) US-Iran geo-political update - The U.S. and Iran are close to some sort of an arrangement according by media report. President Trump told reporters Monday the U.S. controls the Strait of Hormuz and insisted Iran's economy is suffering due to the war. Focus – US and India inflation data. Gift Nifty is flat to positive. Ardee Industries IPO Listing. Mutual Fund AUM Soars to ₹85.75 Lakh Crore in July 2026 as SIP Contributions t%%ouch New Heights. Actionable - MCX, IDEA, VMM, Pine Labs, BSE, One Mobikwik.Fitch Retains India's Rating At 'BBB-'; Robust Growth Offsets Energy Shock. NBCC, Manppuram Finance, RVNL, SP Apparels, Finolex Cable, Surya Roshni, Man Industry, Landmark, Zydus Life, TD Power, Bata India, Kalpataru Projects announce impressive Q1 results. Results Today – HAL, Grasim , Tata Motors, Apollo Hospital, Lenskart, Gujarat Fluorochemicals, AIA Engineering, Direct Tax Mop-Up Rises 23% In FY27. MSCI will announce its August index review results post market. NSE launch derivatives on Nifty India FPI 150 index Market outlook Today Domestic equity markets are expected to open on a positive note, supported by strong quarterly earnings, continued FII buying, robust direct tax collections of more than 23% YoY at over ₹8 lakh crore in FY27 till August, and record-high SIP collections in July, which could improve overall market sentiment. However, the lack of progress on the US-Iran peace talks, rising geopolitical tensions in the Gulf region, and a sharp increase in crude oil prices toward $90/bbl remain key concerns for investors. Market participants will also closely track the US and India inflation data due later today. With several key global and domestic factors in focus, the market is likely to remain range-bound and volatile. Meanwhile, momentum could continue in the mid-cap and small-cap segments, supported by healthy earnings growth and ahead of the MSCI August index review results, which are expected to be announced post-market hours. Gift Nifty is indicating a flat-to-positive opening, while US index futures are showing a mixed trend. Globally, US markets declined by up to 0.5% overnight, while Asian markets are trading mixed ahead of the US inflation data and developments surrounding the US-Iran peace negotiations. Stock- and sector-specific activity is expected to remain high, and traders may continue to adopt a “buy on dips” strategy. Strong quarterly results and sustained FII buying could provide support to the market at lower levels. In the previous session, the Nifty fell more than 100 points to close below the 24,500 mark, pressured by a sharp rise in crude oil prices toward $90/bbl amid growing concerns over escalating tensions in the Middle East. Sector-wise outlook: Focus on defense stocks – Expect positive for defense stocks on account of rising geo-political tension and strong order book Focus on exchange stocks – Expect positive for exchange stocks like BSE & MCX - BSE will include NSE 50 Index. MCX may benefit after report of SEBI is considering a proposal to allow foreign portfolio investors (FPIs) to trade in physically deliverable non-agri commodity dermay ivative. Focus on healthcare stocks – Expect negatively impact on health care stocks after report that the Parliamentary panel has recommended a series of measures to make private healthcare more affordable, including an immediate legal mechanism to cap hospital room charges and greater transparency in hospital billing. Focus on gold finance stocks – Expect positive for gold finance stocks after strong results announce by Manappuram finance and benefit of rising oil price

Kalpataru Projects Q1 FY27 (YoY) –Above estimates topline, Ebitda and Ebitda margin - Net profit up 44.9% to Rs 310 crore from Rs 214 crore – expectation Rs192.6cr. Revenue up 3.8% to Rs 6,408 crore from Rs 6,171 crore– expectation Rs5306.3cr. Ebitda up 7% to Rs 562 crore from Rs 525 crore– expectation Rs451cr. Margin up 30 basis points to 8.8% from 8.5%– expectation 8.5% and Other income stood at Rs 77 crore versus Rs 16 crore– expectation Rs16.7cr Siemens Q3 Results - Cons, YoY – Topline above expectation while Below estimates Ebitda and Ebitda margin - Net profit at Rs 2,143 crore vs Rs 423 crore YoY – Expectation Rs396.5cr. nRevenue up 14.8% at Rs 4,714 crore vs Rs 4,108 crore YoY– Expectation Rs4632cr. EBITDA down 16.8% at Rs 431 crore vs Rs 518 crore YoY– Expectation Rs462.7cr EBITDA margin at 9.1% vs 12.6% YoY– Expectation 10%. Discontinued operations profit at Rs 1,800 crore vs Rs 1 crore YoY Zydus Life Q1 Consolidated Results – Topline above estimates while both Ebitda and Ebitda margin in line - Net profit down 35.9% at Rs 940 crore vs Rs 1,467 crore YoY– Expectation Rs1032.1cr. Revenue up 22% at Rs 8,017 crore vs Rs 6,574 crore YoY– Expectation Rs7684.4cr. EBITDA down 7.6% at Rs 1,930 crore vs Rs 2,089 crore YoY– Expectation Rs1890.4cr and EBITDA margin at 24.1% vs 31.8% YoY– Expectation 24.6% Manappuram Finance Q1 Result (YoY) – Above expectation NII and bottomline - Net Profit up 40.8% at Rs 552 crore versus Rs 392 crore. – Expectation Rs479.4cr. NII up 28% (YoY) at Rs 1723.8cr crore – Expectation Rs1630.5cr Finolex Cable Q1 results – Impressive growth Ebitda and Ebitda margin - Net Profit: Rose to ₹249 crore compared to ₹162.6 crore YoY. Revenue from Operations: Climbed 44.3% to ₹2,013.2 crore YoY. EBITDA: Jumped 79% reaching ₹244.2 crore YoY. EBITDA Margin: Expanded to 12.1% compared to 9.7% in Q1 FY26. YoY Piccadily Agro Q1 Result (YoY) – Stable Ebitda and Ebitda margin - Net Profit up 15.1% at Rs 21.3 crore versus Rs 18.5 crore. Revenue up 18.1% at Rs 270.5 crore versus Rs 229 crore. EBITDA up 16.2% at Rs 43.8 crore versus Rs 37.7 crore. EBITDA Margin down 30 bps at 16.2% versus 16.5%. JSW Dulux Q1 Result Highlights (YoY) – Marginally decline Ebitda and Ebitda margin - Net Profit down 12.4% at Rs 79.7 crore versus Rs 91 crore. Revenue down 2.8% at Rs 965 crore versus Rs 993 crore. EBITDA down 14.4% at Rs 115 crore versus Rs 134 crore. EBITDA Margin down 160 bps at 11.9% versus 13.5%. TD Power Q1 Result (YoY) – Strong growth Topline and Ebitda while stable margin - Net Profit up 72% at Rs 86 crore versus Rs 50 crore. Revenue up 72% at Rs 640 crore versus Rs 372 crore. EBITDA up 74.9% at Rs 121.4 crore versus Rs 69.4 crore. EBITDA Margin up 30 bps at 19% versus 18.7%. Landmark Cars Q1 Result (YoY) – Stable results - Net Profit at Rs 14.5 crore versus Rs 6.9 crore. Revenue up 22.7% at Rs 1,302 crore versus Rs 1,062 crore. EBITDA up 18.2% at Rs 72.1 crore versus Rs 61 crore. EBITDA Margin down 20 bps at 5.5% versus 5.7%. PI Industries Q1 Result (YoY) – Below expectation Topline, Ebitda and Ebitda margin - Net Profit down 39% at Rs 244 crore versus Rs 400 crore.- Expectation Rs356.2cr. Revenue down 10.4% at Rs 1,702 crore versus Rs 1,901 crore. .- Expectation Rs1832.5cr. EBITDA down 29.2% at Rs 367.4 crore versus Rs 519.1 crore. .- Expectation Rs485.6cr. EBITDA Margin down 570 bps at 21.6% versus 27.3%..- Expectation 26.5% Bata India Q1 Result ( YoY) – inline with expectation …Dividend Rs25 a share - Net Profit up 23.1% at Rs 64 crore versus Rs 52 crore. .- Expectation Rs55.4cr. Revenue up 3.9% at Rs 979 crore versus Rs 942 crore. .- Expectation Rs984.6cr EBITDA up 2.6% at Rs 204 crore versus Rs 199 crore. .- Expectation Rs212.2cr. EBITDA Margin down 30 bps at 20.8% versus 21.1%..- Expectation 21.6% Linde India Q1 Result ( YoY) – Margin decline sharply - Net Profit down 2.4% at Rs 104.6 crore versus Rs 107.2 crore. Revenue up 21.6% at Rs 694 crore versus Rs 571 crore. EBITDA up 1.8% at Rs 201 crore versus Rs 197 crore. EBITDA Margin down 560 bps at 28.9% versus 34.5%.

South West Pinnacle Exploration – Company secures Rs 6.64 Cr Letter of Award from CMPDI, a Coal India subsidiary, for detailed coal exploration in Jharkhand to be completed in 180 days. – Positive TCS and Google Cloud unveil 9th global Gemini Experience Center in Mexico City, deploying 3,000 AI agents to accelerate enterprise AI adoption across Latin America. – Positive Coforge launches dedicated Private Equity business unit powered by Nuuron AI platform to help PE firms drive operational transformation and AI-driven value creation across portfolios. – Positive Godavari Biorefineries secures European patent for novel anti-cancer pharmaceutical composition, boosting oncology IP portfolio for breast and prostate cancer treatments. – Positive HCC – Company secures ₹524.17 crore NHPC contract for Salal Power Station rehabilitation in J&K, boosting its 4-decade hydro legacy in the region. – Positive ONGC – Company sign MoU with Shell Energy to explore deepwater oil, gas and LNG in India – Company announced that it signed a memorandum of understanding (MoU) with Shell Energy India Pvt Ltd to explore collaboration opportunities across India’s energy sector. – Positive Gland Pharma - Signs strategic CDMO deal with global pharma firm. To manufacture 55 injectable SKUs – Positive Govt Extends Subsidy Benefits For Electric Two-Wheelers Under PM E-Drive Scheme - Under the revised PM E-Drive scheme, eligible electric two-wheelers can receive an incentive of Rs 2,500 per kWh, capped at Rs 5,000 per vehicle– Positive Vodafone Idea - Company is raising funds from a consortium of public. sector banks led by State Bank of India, a group of Indian private sector lenders and foreign lenders through external commercial borrowings, CEO Abhijit Kishore said, as per a ET bureau report. – Positive Rail Vikas Nigam Ltd. (RVNL) reported impressive Q1 results - Net profit of Rs 159 crore in Q1, up 17.8% from Rs 135 crore in the year-ago period. Revenue increased 10.5% year-on-year to Rs 4,321 crore from Rs 3,909 crore. EBITDA surged to Rs 184 crore from Rs 55.9 crore a year earlier. EBITDA margin expanded significantly to 4.3% from 1.4% in the corresponding quarter last year. Other income declined to Rs 141 crore from Rs 228 crore a year ago. Tax expense increased to Rs 64 crore from Rs 39 crore in the year-ago quarter SP Apparels Q1 Result (YoY) – Impressive growth both Ebitda and Ebitda margin - Net Profit up 20.3% at Rs 24.9 crore versus Rs 20.7 crore. Revenue down 0.6% at Rs 401.1 crore versus Rs 403.4 crore. EBITDA up 16.1% at Rs 61.4 crore versus Rs 52.9 crore. EBITDA Margin up 220 bps at 15.3% versus 13.1%. NBCC Q1 Results (YoY) – Strong growth Ebitda and Ebitda margin - Net Profit up 17.2% at Rs 155 crore versus Rs 132 crore. Revenue down 5.6% at Rs 2,260 crore versus Rs 2,392 crore. EBITDA up 39% at Rs 155 crore versus Rs 111 crore. EBITDA Margin up 220 bps at 6.9% versus 4.7%. Balrampur Chini Q1 Result (YoY) – Weak Ebitda and Ebitda margin - Net Profit down 14.5% at Rs 44.1 crore versus Rs 51.6 crore. Revenue up 6.2% at Rs 1,637 crore versus Rs 1,542 crore. EBITDA down 14.7% at Rs 114 crore versus Rs 133 crore. EBITDA Margin down 170 bps at 7% versus 8.7%. TCPL Packaging Q1 Results - Stable growth both Ebitda and Ebitda margin - Net profit up 79.4% at Rs 40 crore vs Rs 22.3 crore YoY. Revenue up 16.1% at Rs 493 crore vs Rs 424.7 crore YoY. EBITDA up 18.3% at Rs 86 crore vs Rs 73 crore YoY EBITDA margin at 17.4% vs 17.1% YoY and to foray into Li-ion battery separator films Surya Roshni Q1 FY27 (YoY) – Impressive growth Ebitda and Ebitda margin - Net profit up 77.2% to Rs 59.6 crore from Rs 33.6 crore. Revenue up 27.5% to Rs 2,046 crore from Rs 1,605 crore. Ebitda up 61% to Rs 112 crore from Rs 69.8 crore Margin up 120 basis points to 5.5% from 4.3%

NBCC, Manppuram Finance, RVNL, SP Apparels, Finolex Cable, Surya Roshni, Man Industry, Landmark, TD Power, Bata India, Kalpataru Projects announce impressive Q1 results. Siemens and Zydus Life announce stable Q1 results Bata India – Company announce dividend Rs25 a share MCX – SEBI is considering a proposal to allow foreign portfolio investors (FPIs) to trade in physically deliverable non-agri commodity derivatives, subject to a mandatory exit mechanism before the delivery period begins. Sources, said, SEBI is expected to come up with a consultation paper on the proposal soon. – positive SP Apparels – Company to pay final dividend of Rs 3/share for FY26. Approves stock split of 1 share into 5 shares. – positive Strong tax collection - Direct Tax Mop-Up Rises 23% In FY27 So Far Amid Strong Corporate, Individual Contributions – Expect may reduce fiscal deficit Landmark Cars - Signs MoU with Tecso Charge Zone. MoU to provide wallet credit and other benefits. - positive JSW Dulux – Company approves stock split of 1 share into 10 shares. – Positive Landmark Cars: The company signs an MoU with Tecso Charge Zone to offer wallet credits and other customer benefits. – Positive Godrej Consumer Products: The company appoints Aasif Malbari as MD & CEO from August 12; Sudhir Sitapati resigns as MD & CEO, while Vishal Kedia takes over as Interim CFO. – Expect volatile L&T: The company signs a business transfer agreement with arm Vyoma.AI to transfer its data centre and cloud services business for Rs. 1,400 crore. - Positive Grasim Industries: The company commences commercial production at its 50,000 MTPA CPVC resin plant in Gujarat. - Positive Firstsource Solutions: The company enters into a partnership with Cresta to deliver AI technology solutions. - Positive GMR Power & Urban Infra: The board will consider raising up to Rs. 3,000 crore via QIP, bonds and other instruments on August 14. – Long term buy Prestige Estates: CPPIB to invest up to Rs. 3,000 crore in Prestige Hospitality and acquire up to 28% stake. – Positive Zydus Lifesciences: Arm Sentynl enters pact with Mereo BioPharma for commercial and manufacturing rights of Alvelestat; Mereo eligible for up to USD 40 million under the agreement. - Positive BEML: The company receives a Rs. 184 crore order from HAL to supply Light Combat Helicopter fuselage aerostructures. - Positive 3M India: The company fully resumes production and operations at its Ahmedabad plant after completing restoration activities. - Positive KFin Technologies: The company launches agentic AI solution ‘Klarity' to eliminate signature fraud in the BFSI segment- Positive V-Mart Retail: The company launches its 600th store. - Positive Muthoot Microfin: Shareholders approve fundraising through private placement. - Positive Saatvik Green Energy: The company secures a Rs. 400 crore order from an EPC player for supply of solar PV modules. - Positive CAMS: The company acquires the first tranche of Think founders' stake, raising its holding in Think to 77.7% for Rs. 18 crore. - Positive Puravankara: The company extends closure of the Rs. 145 crore Purva Ruby deal by 30 days. - Positive HG Infra Engineering: The company receives a Letter of Award worth Rs. 241 crore from the Rajasthan government. - Positive Escorts Kubota: The company preponees groundbreaking ceremony for its new greenfield manufacturing facility to August 19 from August 20. - Positive Diamond Power Infrastructure: The company secures a Rs. 195 crore order from Rajesh Power Services for underground power cables. - Positive ITI: The company clarifies that it has signed a pact with Airtel Business to accelerate digital transformation -- Positive Omaxe: The company's arm receives a RERA certificate for a project in Uttar Pradesh. - Positive L&T Technology Services – Company unveils AgenticIQ, an end-to-end Agentic AI platform to scale autonomous AI agents across engineering, manufacturing & customer experience. – Positive

US market Update ¬– U.S. stocks ended marginally lower ahead of o Wednesday's key inflation report to be announce and deal progress of US-Iran peace deal. Both Dow Jones and Nasdaq Composite Index ended up to 0.5%. European Market – European stocks closed mixed after trading within a tight range, with below-average volumes offering another indication of muted investor conviction as traders weighed earnings and assessed the latest developments in the Middle East. Gold – -- Gold edges higher by 0.5% to nearly $4400/ounce, as investors await U.S. inflation data for cues on the Federal Reserve's policy path. Brent Crude -. Crude oil climbed 1% to $89/bbl as traders remained wary about the prospects for a Middle East deal, tempering the mood in the run-up to crucial US inflation data. FIIs – FIIs were net buyers Rs258cr. FIIs were net sellers Rs5121cr this month DIIs – DIIs were net buyers Rs25cr. DIIs were net buyers Rs6502cr this month Previous Day Market Summary – Equity benchmark Nifty declined over 100 points to close below the 24,500 mark, weighed down by a sharp rise in crude oil prices to nearly $90/bbl amid growing concerns over escalating tensions in the Middle East. Market sentiment remained cautious due to uncertainty surrounding the reopening of the Strait of Hormuz, rising geopolitical tensions between the US and Iran, and ahead of the release of US and India inflation data later this week. Nifty fell 112 points, or 0.5%, to close below the key psychological level at 24471. Broader markets, however, remained relatively resilient, with the Nifty Smallcap 100 and Nifty Midcap 100 indices managing to close marginally higher. Nifty Technical level – Nifty formed a bearish candle on the daily frame and closed below the lows of the last four trading sessions. Now it has to cross and hold above 24500 zones for an up move towards 24650 then 24750 zones while support can be seen at 24350 then 24250 zones. Bank Nifty Technical Level – Bank Nifty formed a bearish candle on the daily frame and closed below the lows of the last five trading sessions. Now it has to cross and hold above 78300 zones for a bounce towards 78600 then 78800 levels while support can be seen at 78000 then 77800 zones. Events – US and India – Inflation data. UK – GDP and IIP Data Events – India and US Inflation data Brokers Radar – Vodafone TGT by CITI at 17. Godrej Consumer TGT by JP Morgan at 1175. CITI TGT on Godrej Consumer at 1350. Manappuram Financer TGT by Jefferies at 430. Morgan Stanley TGT on Manappuram Finance at 315. Siemens TGT by JP Morgan at 3034. CITI TGT on Siemens at 3175. Zydus Life TGT by JP Morgan at 1340. Macquarie TGT on Zydus Life at 1285. Results Today – =eering, IRCTC, Petronet LNG, Astral, Sansera Engineering, Caplin Point. Sun TV Network, Arvind, EID Parry, Black Box, Va Tech Wabag, Ircon International, Marksans Pharma, Sudarshan Chemical, Mishra Dhatu Nigam, India Glycols, Jyothy Labs, KRN Heat Exchanger and Refrigeration, SKF India, and Gujarat Pipavav Port Corporate Actions - ASM Technologies Ltd Rs 6, Industrial & Prudential Investment Company Ltd Rs 120, KPIT Technologies Ltd Rs 5.25, Neelamalai Agro Industries Ltd Rs 20, Narmada Gelatines Ltd Rs 11, Uniparts India Ltd Rs 9, Voith Paper Fabrics India Ltd Rs 10 Global Data – US - MBA Mortgage Applications, CPI, Federal Budget Balance, GDP(UK), Private Consumption (UK), ), Industrial Production(UK), Manufacturing Production(UK), India - CPI Events - US and India inflation data. MSCI will announce its August index review results post market. NSE launch derivatives on Nifty India FPI 150 index. . Ardee Industries, IPO Listing Actionable Buy – MCX, IDEA, VMM, Pine Labs, BSE, One Mobikwik Market Summary – Idea secures Rs 6,400 crore in first funding tranche from SBI-led banks after AGR relief. SEBI panel allowing FPIs into physical-delivery commodity derivatives, consultation paper soon.

News & Impact (Wednesday, 12th August, 2026) US-Iran geo-political update - The U.S. and Iran are close to some sort of an arrangement according by media report. President Trump told reporters Monday the U.S. controls the Strait of Hormuz and insisted Iran's economy is suffering due to the war. Focus – US and India inflation data. Gift Nifty is flat to positive. Ardee Industries IPO Listing. Mutual Fund AUM Soars to ₹85.75 Lakh Crore in July 2026 as SIP Contributions t%%ouch New Heights. Actionable - MCX, IDEA, VMM, Pine Labs, BSE, One Mobikwik.Fitch Retains India's Rating At 'BBB-'; Robust Growth Offsets Energy Shock. NBCC, Manppuram Finance, RVNL, SP Apparels, Finolex Cable, Surya Roshni, Man Industry, Landmark, Zydus Life, TD Power, Bata India, Kalpataru Projects announce impressive Q1 results. Results Today – HAL, Grasim , Tata Motors, Apollo Hospital, Lenskart, Gujarat Fluorochemicals, AIA Engineering, Direct Tax Mop-Up Rises 23% In FY27. MSCI will announce its August index review results post market. NSE launch derivatives on Nifty India FPI 150 index Market outlook Today Domestic equity markets are expected to open on a positive note, supported by strong quarterly earnings, continued FII buying, robust direct tax collections of more than 23% YoY at over ₹8 lakh crore in FY27 till August, and record-high SIP collections in July, which could improve overall market sentiment. However, the lack of progress on the US-Iran peace talks, rising geopolitical tensions in the Gulf region, and a sharp increase in crude oil prices toward $90/bbl remain key concerns for investors. Market participants will also closely track the US and India inflation data due later today. With several key global and domestic factors in focus, the market is likely to remain range-bound and volatile. Meanwhile, momentum could continue in the mid-cap and small-cap segments, supported by healthy earnings growth and ahead of the MSCI August index review results, which are expected to be announced post-market hours. Gift Nifty is indicating a flat-to-positive opening, while US index futures are showing a mixed trend. Globally, US markets declined by up to 0.5% overnight, while Asian markets are trading mixed ahead of the US inflation data and developments surrounding the US-Iran peace negotiations. Stock- and sector-specific activity is expected to remain high, and traders may continue to adopt a “buy on dips” strategy. Strong quarterly results and sustained FII buying could provide support to the market at lower levels. In the previous session, the Nifty fell more than 100 points to close below the 24,500 mark, pressured by a sharp rise in crude oil prices toward $90/bbl amid growing concerns over escalating tensions in the Middle East. Sector-wise outlook: Focus on defense stocks – Expect positive for defense stocks on account of rising geo-political tension and strong order book Focus on exchange stocks – Expect positive for exchange stocks like BSE & MCX - BSE will include NSE 50 Index. MCX may benefit after report of SEBI is considering a proposal to allow foreign portfolio investors (FPIs) to trade in physically deliverable non-agri commodity dermay ivative. Focus on healthcare stocks – Expect negatively impact on health care stocks after report that the Parliamentary panel has recommended a series of measures to make private healthcare more affordable, including an immediate legal mechanism to cap hospital room charges and greater transparency in hospital billing. Focus on gold finance stocks – Expect positive for gold finance stocks after strong results announce by Manappuram finance and benefit of rising oil price Asian Market Trend – Asian market are witnessing mixed performance. Japan’s Topix benchmark marginally gain led by advances in banking and services sectors while other Asian market decline ahead of US Inflation data to be release today.

Pitti Engineering Q1 Result (YoY) - Stable Q1 results - Net Profit rises 28.8% at Rs 29.5 crore versus Rs 22.9 crore. Revenue up 15.8% at Rs 529 crore versus Rs 457 crore. EBITDA rises 12.9% at Rs 86 crore versus Rs 76.2 crore. EBITDA Margin down 40 Bps at 16.3% versus 16.7%. Jubilant Pharmova Q1 (YoY) – weak Ebitda and Ebitda margin - Net Profit falls 45.1% at Rs 57 crore versus Rs 103 crore. Revenue up 17.3% at Rs 2,229 crore versus Rs 1,901 crore. EBITDA falls 14.4% at Rs 248 crore versus Rs 290 crore. EBITDA Margin down 410 Bps at 11.1% versus 15.2%. Bosch Q1 Result (YoY) – Above expectation – Strong growth Autorotative and Consumer Goods - Net Profit falls 37% at Rs 702 crore versus Rs 1,114 crore. – Expectation Rs532.7cr. Q1 FY26 had a one-time gain of Rs 556 crore. Revenue up 22% at Rs 5,842 crre versus Rs 4,789 crore. – Expectation Rs5315.3cr. EBITDA rises 28% at Rs 817 crore versus Rs 640 crore. – Expectation Rs648.5cr. EBITDA Margin up 100 Bps at 14% versus 13%.– Expectation 12.2%. Automotive Biz Revenue up 23% at Rs 5,234 crore. – Expectation growth 11% and Consumer Goods Biz Revenue up 21% at Rs 521 crore– Expectation growth 12.2% Vodafone Idea Q1 Result (QoQ) – Better than expectation ARPU, Ebitda and Ebitda margin - Net Loss at Rs 3,754 crore versus profit of Rs 51,970 crore. – Expectation loss Rs6050cr. One-time gain of Rs 1,611 crore versus Rs 57,491 crore. Revenue up 3.2% at Rs 11,689 crore versus Rs 11,332 crore. – Expectation Rs11400cr. EBITDA rises 3% at Rs 5,034 crore versus Rs 4,889 crore. – Expectation Rs4810cr. EBITDA Margin flat at 43.06% versus 43.14%.– Expectation 42.2%. ARPU up 10.2% year-on-year to Rs 195. – Expectation Rs175

EBITDA Margin down 150 Bps at 4.3% versus 5.8% IOL CHEMICALS Q1 - Impressive growth Ebitda and Ebitda margin - Net Profit surges 89.8% to Rs 64.4 crore Vs Rs 34 crore YoY. Revenue rises 37.1% to Rs 756 crore Vs Rs 552 crore YoY. EBITDA surges 66.2% to Rs 103 crore Vs Rs 62 crore YoY and EBITDA Margin At 13.6% Vs 11.2% YoY Bharat Forge (Q1, Standalone Results YoY) – Both Ebitda and Ebitda margin below estimates - Net profit decline 5% at Rs321.3 crore.- Expectation Rs384.5cr. Revenue up 11.5% At Rs 2,347.4 Cr Vs Rs 2,104.7 Cr (YoY) .- Expectation Rs2343.1cr. EBITDA up 2.4% At Rs 585.6 Cr Vs Rs 571.7 Cr (YoY) .- Expectation Rs635cr and Ebitda Margin At 24.95% Vs 27.16% (YoY) .- Expectation 27.1% Amara Raja Energy – Both topline and Ebitda above estimates while marginally decline Ebitda margin - Net Profit up 4.6% to Rs 203 crore Vs Rs 194 crore YoY .- Expectation Rs191.3cr. Revenue rises 20.6% to Rs 4,041 crore Vs Rs 3,350 crore YoY .- Expectation Rs3584.4cr. EBITDA up 5.4% to Rs 407 crore Vs Rs 386 crore YoY .- Expectation Rs398cr. EBITDA Margin At 10.1% Vs 11.5% YoY.- Expectation 11.1% RedTape Q1 Results – Impressive growth Ebitda and Ebitda margin - Net Profit up 15.4% to Rs 45 crore Vs Rs 39 crore YoY . Revenue up 3.7% to Rs 481 crore Vs Rs 464 crore YoY. EBITDA At Rs 84 crore Vs Rs 42 crore YoY. EBITDA Margin At 17.5% Vs 9.1% YoY and Other Income At Rs 15 crore Vs Rs 43 crore YoY Wockhardt Q1 Results – Impressive growth Ebitda and Ebitda margin - Net profit at ₹106 crore vs loss of ₹90 crore (YoY). Revenue up 26% at ₹929 crore vs ₹738 crore (YoY). EBITDA at ₹192 crore vs ₹72 crore (YoY) and Margin at 20.67% vs 9.76% (YoY) Carysil announce stable Q1 results - Net profit down 37.73% at ₹31.4 crore vs ₹22.8 crore (YoY). Revenue up 15.5 % at ₹262.1 crore vs ₹227 crore (YoY). EBITDA up 22.2% at ₹53.49 crore vs ₹43.78 crore (YoY) and Margin at 20.41% vs 19.29% (YoY) Hindustan Copper Q1 FY27 (Consolidated, QoQ) – Stable Ebitda margin while decline topline and Ebitda - Net profit down 20.7% to Rs 352 crore from Rs 444 crore. Revenue down 19% to Rs 937 crore from Rs 1,156 crore. Ebitda down 19% to Rs 508 crore from Rs 627 crore and Margin was flat at 54.2% versus 54.2% in the previous quarter Ramco Industries – Impressive growth Ebitda and Ebitda margin - Net Profit Up 31.8% At Rs 87 Cr Vs Rs 66 Cr (YoY). Revenue Up 15.5% At Rs 613.8 Cr Vs Rs 531.5 Cr (YoY). EBITDA Up 53.7% At Rs 105 Cr Vs Rs 68.4 Cr (YoY). Margin At 17.12% Vs 12.87% (YoY) KPR Mills Q1 Results – Improve – Ebitda, Ebitda margin and topline - Profit Up 21.53% At ₹258.5 Cr Vs ₹212.7 Cr (YoY). Revenue Up 10% At ₹1854 Cr Vs ₹1686.4 Cr (YoY), EBITDA Up 27.4% At ₹293.5 Cr Vs ₹230.3 Cr (YoY) and Margins At 15.8% Vs 13.6% (YoY) Talbros Auto Q1 - Stable growth – Ebitda, Ebitda margin and topline - Net Profit Up 35.1% At Rs 30 Cr Vs Rs 22.2 Cr (YoY). Revenue Up 15.3% At Rs 238.4 Cr Vs Rs 206.8 Cr (YoY), EBITDA Up 25.4% At Rs 39 Cr Vs Rs 31 Cr (YoY) and Margin At 16.3% Vs 15% (YoY) Info Edge Q1 results – inline with expectation - Net Profit up 51% At ₹446 Cr Vs ₹296 Cr (YoY) – Expectation Rs294.5cr. Revenue up 11.4% At ₹881 Cr Vs ₹791 Cr (YoY) – Expectation Rs811cr. EBITDA up 29% At ₹341 Cr Vs ₹264.4 Cr (YoY) – Expectation Rs337. Margin At 38.7% Vs 33.4% (YoY) – Expectation 41.5%. One-time Gain At ₹135.6 Cr Vs Loss Of ₹4.6 Cr YoY Gland Pharma Q1 Result (YoY) – Ebitda, Topline and Ebitda margin above estimates - Net Profit rises 47% at Rs 317 crore versus Rs 216 crore. – Expectation Rs290.3cr. Revenue up 19.6% at Rs 1,800 crore versus Rs 1,506 crore. – Expectation Rs1707.5cr. EBITDA rises 32.8% at Rs 489 crore versus Rs 368 crore. – Expectation Rs449.1cr and EBITDA Margin up 280 Bps at 27.2% versus 24.4%.– Expectation 26.3% Venus Pipes Q1 Result (YoY)- Stable Q1 results - Net Profit rises 6.5% at Rs 26.4 crore versus Rs 24.8 crore. Revenue up 16% at Rs 321 crore versus Rs 276.4 crore. EBITDA rises 15% at Rs 51.5 crore versus Rs 44.8 crore. EBITDA Margin down 10 Bps at 16.1% versus 16.2%

Lupin: The company receives US FDA approval for Sodium Zirconium Cyclosilicate to treat hyperkalemia. – Positive Zee Entertainment: Expects Q2 advertising and subscription revenue to improve over Q1; evaluating subscription price hike in February and looking to monetize German Football League broadcast rights. – Long term positive PC Jeweller: The company approves fundraising of up to Rs. 1,000 crore via QIP. – Positive ICICI Prudential AMC: The 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. – Positive Bharat Forge: The company approves additional investment of Rs. 241 crore in arm Kalyani Strategic Systems. – Positive Thomas Cook India: The company opens a new outlet in Ahmedabad, expanding its presence to 12 locations across Gujarat. – Positive Aegis Logistics: The company commissions a 36,000 MT ammonia terminal at Pipavav. – Positive RailTel: The company receives an order worth Rs. 119 crore from the Department of Posts. – Positive Sarda Energy & Minerals: The company commissions a new turbo generator, with TG-1 replacement completed successfully and the plant achieving operational stability. – Positive IKIO Technologies: The company signs an MoU with Saudi Arabia's Frontline Solutions to deliver premium lighting solutions in the Kingdom of Saudi Arabia. – Positive Prestige Estates: CPPIB to invest up to Rs. 3,000 crore in arm Prestige Hospitality and acquire up to 28% stake in the company. – Positive CESC – Company’s subsidiary Purvah Green Power to acquire 1.4 GWp renewable capacity from ReNew, boosting total portfolio to 4.8 GWp in ₹4,859 Cr deal. – Positive Bajel Projects – Company lands Ultra-Mega ₹400Cr & Mega ₹300Cr orders from POWERGRID for 765kV & 400kV transmission lines under WR-ER Inter-Regional Network Expansion Scheme. – Positive Bharti Airtel – Company & ITI Limited forge strategic alliance to power India's digital transformation with sovereign cloud, 5G, AI & cybersecurity solutions for enterprises. – Positive Waaree Renewable Technologies – Company secures major 124MWp solar EPC contract from leading Indian renewable energy firm, boosting FY26-27 execution pipeline. – Positive Ramco Systems – Company bags Royal Jordanian Airlines for next-gen aviation software, powering digital transformation & paperless ops for Jordan's national carrier. – Positive Blue Cloud Softech - Company's US arm signs $150M SpaceX contract for AI infrastructure, cybersecurity, telecom & data centre solutions—major global expansion win. – Positive Gland Pharma - Signs strategic CDMO deal with global pharma firm. To manufacture 55 injectable SKUs under CDMO pact and Sees annual revenue potential of $90-100 million from CY29 SML Mahindra July Business Update YoY - CV Production up 11% to 1,458 units versus 1,311 units. CV Sales up 10% to 1,521 units versus 1,380 units and CV Exports up 74% to 82 units versus 47 units SAIL Eyes Fundraising Via 5% Follow-On Share Sale: Steel Authority of India is mulling a 5% follow-on share sale in FY27 to raise capital for expansion - Moneycontrol reported Leela Palaces Hotels – Company will invest up to Rs185cr in its subsidiary Buildminds Real Estate Pvt. in order to fund its upcoming 5-star hotel in Ayodhy, UP. – Positive CESC to Buy 1.4 GWp Projects From ReNew for $510M EV – Company has agreed to acquire six renewable energy project companies from ReNew Solar Power Pvt. at a combined enterprise value of Rs4849cr – Positive AstraZeneca Pharma weak results- Q1 net profit declined 32.1% to Rs 38 crore, despite revenue rising 29.8% to Rs 683 crore. Ebitda fell 40% to Rs 49 crore, while margin narrowed to 7.2% from 15.5% a year earlier. CMR Green Tech Q1 Result (YoY) – Both Ebitda and topline gain while margin decline - Net Profit rises 16.4% at Rs 61.4 crore versus Rs 52.7 crore. Revenue up 64.9% at Rs 3,123 crore versus Rs 1,893 crore. EBITDA rises 21% at Rs 134 crore versus Rs 110 crore.

However, broader markets witnessed buying interest, supported by strong quarterly earnings. The Nifty Midcap index advanced 0.6% to close at a record high. The Nifty gained 13 points, or 0.1%, to close at 24,583, supported by record-high global markets, expectations that weaker US jobs data could prompt the US Federal Reserve to delay interest-rate hikes, robust corporate earnings, and continued FII buying, which helped the index sustain levels above 24,500. Nifty Technical level – Nifty formed a doji like candle on the daily frame and has been confined to a narrow trading range over the last six sessions. Now it has to cross and hold above 24600 zones for an up move towards 24750 then 24850 zones while support can be seen at 24450 then 24350 zones. Bank Nifty Technical Level – Bank Nifty formed a small bearish candle on daily scale as selling pressure is seen at higher zones and relatively underperformed the benchmark index. Now it has to hold above 57500 zones for a bounce towards 58000 then 58250 levels while a hold below the same could see some weakness towards 57250 then 57000 zones. Events - Germany – CPI data and Japan – PPI data. Results - Zydus Life, MRF, RVNL PI Industries, Manappuram Finance, NBCC (India), Siemens. JSW Delux – Borad meeting for stock split and AMFI Mutual Fund data announcement Brokers Radar – InfoEdge – JP Morgan TGT at 1500. Infoedge - Nomura TGT at 1480. Macquarie TGT on InfoEdge at 1000. Bharat Forge TGT by JP Morgan TGT at 1870, Morgan Stanley TGT on Bharat Forge at 2469. Goldman Sachs TGT on Bharat Forge at 2120..Gland Pharma TGT by Jefferies at 3350. Goldman Sachs TGT on Gland Pharm at 2125. Entero Health TGT by Jefferies at 1800. Results Today - Zydus Lifesciences, MRF, Rail Vikas Nigam, PI Industries, Manappuram Finance, NBCC (India), Gujarat Energy, Kalpataru Projects International, IFCI, TD Power Systems, Finolex Cables, JSW Dulux, Swan Defence and Heavy Industries, SKF India Industrial, Balrampur Chini Mills, Viyash Scientific, Techno Electric & Engineering Company Ltd, MMTC, Bata India, Esab India, RHI Magnesita India, KPI Green Energy, and Piccadily Agro Industries. Corporate Actions - Castrol India Ltd Rs 6.25, Chambal Fertilisers & Chemicals Ltd Rs 6, Gland Pharma Ltd Rs 20, Godfrey Phillips India Ltd Rs 33, Kirloskar Industries Ltd Rs 13, Ratnamani Metals & Tubes Ltd Rs 10, Sudarshan Chemical Industries Ltd Rs 5 Global Data - CPI(Germany), Japan - PPI Actionable Buy – BDL, Walchannagar, Bajaj Finance, Lenskart Market Summary – BSE to replace Wipro in India's benchmark Nifty 50 index. Vodafone, Bosch Ltd, IOL Chemical, Amara Raja Energy, Red Tape, Wockhardt, Infoedge, Gland Pharma, Tolbros, Ramco Industries, KPR Mills, announce impressive Q1 results. Bharat Forge standalone Q1 results below estimates. BSE - NSE Indices announced a major semi-annual index rebalancing, effective September 30, 2026. The key change is BSE Ltd entering the benchmark Nifty 50 index to replace Wipro Ltd, which will move down to the Nifty Next 50 - Positive Bharat Forge Q1 Earnings Concall - Faced indirect impact of manpower challenge in Q1. Expect navy to be a big customer for co going ahead. Building capacity slightly ahead of demand. Raising funds to invest in semiconductors, power generators. Raising funds to invest in aerospace, large engines and will take capex of around Rs1,800 crore in FY27 Mahindra & Mahindra YoY Auto data - July production up 20% at 1,01,954 units. July sales up 25% at 1,02,710 units, July exports up 47% at 4,159 units – Positive JSW Energy: The company adds 1,166 MW renewable capacity and 300 MW inorganic thermal capacity since April, taking operational capacity to 14,920 MW. – Positive Jupiter Wagons: The company wins orders worth Rs. 211 crore from JSW Port Logistics and Orissa Alloy Steel. – Positive BEL: The company secures orders worth Rs. 541 crore since July 31. – Positive Texmaco Rail: The company signs an MoU with Belgium's The Signalling Company NV for ETCS and Kavach collaboration. – Positive