Share market talks by Rj Gupta

BSE Clearing introduces 3-working-day SLB contracts with a T+1 first leg and T+3 reverse leg, initially covering F&O securities under the “D” series

BCL INDUSTRIES: ETHANOL ALLOCATION INCREASE 📈 • BCL Industries received additional 2.35 Cr litres ethanol allocation from OMCs for Q4 ESY 25-26. • Subsidiary Svaksha Distillery received additional 2.02 Cr litres. • Total ESY 25-26 OMC allocation: BCL Industries: 83,683 lakh litres Svaksha Distillery: 49,532 lakh litres • Total allocation across all OMCs: 1,51,109 lakh litres.

SML MAHINDRA says Actual synergies from SML deal running ahead of what was promised to board | Advanced Driver Assistance System becomes applicable from January 1 next year Merger saves duplicate product development spend Both Mahindra & SML Brands Will Continue, No Brand Rationalisation Actual synergies from SML deal running ahead of what was promised to board

🚀 Z-TECH (INDIA) Q1 FY27: STRONG START 💰 Financial Highlights • Revenue: ₹29.14 Cr | ↑42% YoY • Total Income: ₹31.19 Cr | ↑52% YoY • EBITDA: ₹6.65 Cr | ↑32% YoY • EBITDA Margin: ~22.8% • PAT: ₹4.05 Cr | ↑33% YoY • PAT Margin: 13.9% vs 14.84% YoY 🏗️ Parks Business • Q1 revenue: ~₹22 Cr | ↑40% QoQ • Secured mandate for Lav-Kush Park, Ayodhya • Targeting 25–30 operational parks by FY27-end • Recurring revenue expected at ~₹40 Cr in FY27 vs ₹8 Cr in FY26 🌍 Geotech Business • Q1 revenue: ~₹7.5 Cr | ↑48% YoY • New opportunities in RE walls, mines, slope protection and flood embankments 💧 Water Business • Focus on wastewater management and water recycling solutions 📈 FY27 Outlook • Inquiry pipeline: ₹1,500+ Cr • FY27 revenue target: ~₹250 Cr • ~9 parks operational, 4 ready for inauguration and 7 under construction • Recurring revenue targeted at 60% of park revenue over 3 years

ASHOK LEYLAND says Demand Has Been Strong Despite All The Headwinds Even On Conservative Ests For Q3 & 04, M&HCV Growth Should Be In High-single Digit Challenge Is Really For Q3 & Q4 As It Would Be A High Base

VOLTAS: CO SAYS WE HAVE INCREASED MARKET SHARE AND MARGINS HAVE IMPROVED Q2 WILL BE BETTER AS ROOM AC SALES WILL BE GOOD

NALCO, BRIJENDRA PRATAP SINGH Alumina Prices At $370/Tonne Over The Last 1-1.5 Months Won't See Much Impact On Production Going Ahead Expect Alumina Prices At Around $350/Tonne For The Rest Of The Year Have Seen Input Prices Rise As A Result Of West Asia War Expect Revenue & Margin To Be Better Than The Previous Year

DHOOT TRANSMISSION Lists at 1,200/sh on NSE vs issue price of ₹871/sh Lists at 37.8% premium on NSE vs issue price of ₹871/sh Lists at 1,193.80/sh on BSE vs issue price of ₹871/sh Lists at 37.1% premium on BSE vs issue price of ₹871/sh

PATANJALI FOODS REMAINS CONFIDENT OF MOVING TOWARD ₹2,500 CRORE ANNUALISED EBITDA OVER THE NEXT 18 MONTHS. MODERN TRADE AND E-COMMERCE REVENUE CONTRIBUTION EXPECTED TO RISE FROM 15% CURRENTLY TO ~20% OVER THE NEXT 18 MONTHS EXPECTS FMCG REVENUE TO GROW 10 – 12%+ YOY EXPECTS TO MAINTAIN 16–18% EBITDA MARGIN ON DSP FOR FY27; CO CURRENTLY TRACKING SLIGHTLY ABOVE 18%

SAATVIK GREEN ENERGY: CO. SIGNS MOU WITH ODISHA GOVERNMENT FOR 3.6 GW PHASE II CELL FACILITY; PHASE-I CELL & MODULE PLANT READY FOR COMMISSIONING; PROJECT TO CREATE EMPLOYMENT OPPORTUNITIES AND SUPPORT RENEWABLE ENERGY ECOSYSTEM.

SAFE ENTERPRISES: ENTERS HOME FURNISHINGS WITH EVOLV 🏠 • Entering home furnishings & home-living market through EVOLV modular platform • Secured first commercial orders, marking initial monetisation • EVOLV offers modular wardrobes, TV/media units & storage solutions • New Ambernath facility targeted for completion by Dec 2026 • Total manufacturing area expected to reach 5.3 lakh+ sq. ft. • Expanded capacity to support EVOLV, retail fixtures & WAVE RFID platform • Key trigger: Scaling EVOLV orders into recurring business

Sun Drops Energia (Unlisted) get 410 MW order for BESS project from GUVNL Bidders are separated by just ₹1/MW/month. It could also be one of the fastest bids, awarded less than a month after being issued in June 2026, awarding 685 MW of the total tendered capacity.

E20 in focus | Restoring lower blends like E10, alongside option to buy E20, would calm most public concern, bring back a lower blend, such as e10, for the older fleet of vehicles: Chief Eco Advisor on E20 Hold at E20 until India has costed food vs fuel trade-off, rather than assuming it away. Fix price & water distortions that unintentionally favour maize over other crops: he adds

CEA Says Restoring Lower Blends Like E10, Alongside Option To Buy E20, Would Calm Most Public Concern Bring Back A Lower Blend, Such As E10, For The Older Fleet Of Vehicles Fix Price & Water Distortions That Unintentionally Favour Maize Over Other Crops Relook At Import Duty On Edible Oil To Support The Push Towards Domestic Self-Sufficiency Hold At E20 Until India Has Costed Food Vs Fuel Trade-Off, Rather Than Assuming It Away

ANTIQUE ON BHARAT DYNAMICS (BDL) BUY | Target: ₹1,597 (Unchanged) Strong Q1 beat — Revenue up 130.8% YoY, ahead of ₹300 Cr estimate. EBITDA turns positive at ₹83.1 Cr vs ₹45.4 Cr loss YoY. Order book provides strong ~6 years of revenue visibility. Robust order pipeline from QR-SAM, Astra & Akash missiles keeps growth outlook positive. Valuation maintained at 45x 1HFY29E EPS.

Bazaar Style Retail LargeTrade | 45 Lk Shares Worth ₹163 Cr Change Hands At ₹362/sh In Block Deal Window

INDIA’S UREA IMPORT PRICES PLUNGE 60% SINCE APRIL AS RCF SECURES 1.7 MILLION TONNES AT $390-$393/TONNE, WITH TOTAL PURCHASES REACHING 4.2 MILLION TONNES AMID EASING GLOBAL SUPPLY PRESSURES.

GENESYS INTERNATIONAL: CO. APPOINTS NIKHIL ALULKAR AS CHIEF EXECUTIVE OFFICER, NIKHIL ALULKAR WAS THE HEAD - INDIA BUSINESS AND SR. VP AT TECH MAHINDRA

BALU FORGE: RECEIVES MULTI-MONTH DEFENCE CONTRACT FOR 155MM ERFB BB/BT SHELLS • Received first purchase order from Indian ammunition player for 155mm ERFB BB & ERFB BT shells • Pilot supply of 10,000 units, followed by monthly supplies as per mutually agreed quantities • ERFB shells are designed for extended-range artillery systems and offer ranges of up to ~48 km • Variants compatible with Indian Army’s 155mm artillery platforms, including Dhanush & ATAGS • Successful commercialisation strengthens Balu Forge’s position in defence ammunition and artillery components • Company aims to expand its presence in the global defence supply chain Positive for Balu Forge: Multi-month order and entry into advanced artillery ammunition strengthen defence business visibility.

Stampede at Bihar's Ashok Dham Temple - Lakhisarai DM's statement on chaos at temple - Panic over electric pole triggered stampede - Lakhisarai DM: Heavy Sawan rush triggers chaos - Lakhisarai DM: Temple barricading broken amid rush - Lakhisarai DM: 10-15 personnel rushed to spot