Yagath Stocks

Share Market Updates: 📊 Q1 Results 🔹 Olectra Greentech: Q1 profit increased slightly to ₹26.7 Cr from ₹26 Cr. Revenue jumped to ₹575 Cr from ₹348 Cr. EBITDA also increased, but margin declined. 🟢 Positive 🔹 Balaji Telefilms: Turned profitable with ₹22.4 Cr profit compared with a ₹5.8 Cr loss last year. Revenue and EBITDA also improved strongly. 🟢 Very Positive 🔹 Engineers India: Profit more than doubled to ₹160 Cr from ₹65.4 Cr. Revenue was slightly lower, but EBITDA and margin improved significantly. 🟢 Positive 🔹 Salasar Tech Engineering: Profit fell to ₹5 Cr from ₹8.5 Cr. Revenue was almost flat and EBITDA declined. 🔴 Negative 🔹 Seamec: Profit increased to ₹81.3 Cr and revenue rose strongly to ₹297 Cr. EBITDA also improved, though the margin declined slightly. 🟢 Positive 🔹 Kennametal India: Profit jumped to ₹88.8 Cr from ₹31.3 Cr. Revenue and EBITDA increased strongly, while EBITDA margin improved significantly. 🟢 Very Positive 🔹 Khazanchi Jewellers: Profit increased to ₹27.8 Cr from ₹15.2 Cr. Revenue and EBITDA also grew strongly. 🟢 Positive 🔹 Balmer Lawrie Investments: Profit was almost flat at ₹45.5 Cr, while revenue increased to ₹750 Cr. 🟡 Neutral 🔹 Spectrum Electrical Industries: Profit more than doubled to ₹13 Cr. Revenue and EBITDA also increased strongly, with better margins. 🟢 Very Positive 🔹 Bengal & Assam Company: Profit declined to ₹200 Cr from ₹260 Cr, despite revenue increasing. 🔴 Negative 🔹 Ritco Logistics: Profit declined slightly, but revenue and EBITDA improved. EBITDA margin also increased slightly. 🟡 Mixed 🔹 Vadilal Enterprises: Profit and revenue increased, but EBITDA margin declined from 6.39% to 5.40%. 🟡 Mixed Positive 🔹 Foseco India: Profit, revenue and EBITDA all increased. EBITDA margin also improved slightly. 🟢 Positive 🔹 Modison: Profit jumped sharply to ₹33.8 Cr from ₹4.8 Cr. Revenue and EBITDA also increased strongly, with a major improvement in margin. 🟢 Very Positive 🔹 Kilitch Drugs: Profit remained almost flat at ₹2.9 Cr. Revenue increased slightly, but EBITDA and margin declined. 🟡 Weak 🔹 Praveg: Loss increased to ₹13.5 Cr from ₹6.1 Cr, despite revenue increasing. 🔴 Negative 🔹 XT Global Infotech: Profit increased slightly to ₹3.9 Cr and revenue also rose marginally. 🟡 Neutral 🔹 Rathi Steel & Power: Profit increased to ₹3.5 Cr from ₹1.9 Cr, while revenue also improved. 🟢 Positive 🔹 Dev IT: Profit remained unchanged at ₹2.1 Cr, while revenue increased slightly. 🟡 Neutral 🔹 Magellanic Cloud: DFCCIL awarded a Letter of Acceptance to its subsidiary, strengthening the company's PSU business. 🟢 Positive 🔹 Maiden Forgings: Sold vacant land in Ghaziabad for ₹12.9 Cr. The money will be used for expansion and development of its new Murad Nagar facility. 🟢 Positive 🔹 Dhruv Consultancy Services: Won a ₹40.92 Cr order from Odisha Bridge & Construction Corporation for a 36-month road and bridge consultancy project. 🟢 Positive 🔹 Birla Estates: Entered Navi Mumbai with a Vashi redevelopment project that has an estimated ₹2,600 Cr revenue potential. 🟢 Positive 🔹 Jindal Stainless: Targets 3.5 MTPA sales by FY29 and plans to invest ₹2,600 Cr in FY27. 🟢 Positive / Growth 🔹 Lloyds Engineering: Entered into a ₹200 Cr loan agreement with Tata Capital to fund an equity acquisition. 🟡 Watch 🔹 Amber Enterprises: EBITDA increased to ₹310 Cr and margin improved to 8%. However, PBT includes a ₹122 Cr exceptional item, so the profit needs careful analysis. 🟡 Mixed Positive 🔹 Krsnaa Diagnostics: Revenue and EBITDA increased, but profit declined to ₹16.6 Cr. EBITDA margin also fell from 26.58% to 24.6%. 🟡 Mixed

Share Market Updates: 📊 Q1 Results SKF India: Profit fell sharply to ₹62 Cr from ₹118 Cr. Revenue dropped to ₹590 Cr from ₹1,283 Cr. Negative. Religare Enterprises: Loss increased to ₹21 Cr from ₹2 Cr, although revenue rose to ₹2,350 Cr. Negative. IRCTC: Profit stayed almost the same at ₹330 Cr. Revenue increased to ₹1,370 Cr, but EBITDA margin fell to 28.2% from 34.3%. Mixed. Petronet LNG: Profit fell to ₹1,132 Cr from ₹1,338 Cr (QoQ). Revenue also declined, but EBITDA margin improved strongly to 27.6%. Mixed. Sudarshan Chemical: Profit more than doubled to ₹97 Cr from ₹47 Cr. Revenue and EBITDA also improved. Positive. Ruby Mills: Profit was almost flat at ₹12 Cr, but revenue and EBITDA increased strongly. EBITDA margin improved to 27.9%. Positive/Mixed. Dhruv Consultancy: Company moved from ₹1.6 Cr profit to ₹4.7 Cr loss. Revenue also declined. Negative. Black Box: Profit rose to ₹56 Cr from ₹47 Cr. Revenue and EBITDA also increased. Positive. MTNL: Loss reduced to ₹840 Cr from ₹940 Cr, while revenue improved. Still a large loss, but performance is slightly better. Positive/Mixed. Hexagon Nutrition: Profit and revenue increased, but EBITDA margin fell to 11.2% from 13.8%. Mixed. 🏢 Company News UltraTech Cement: Plans to buy 26% stake in Solaris Horizon Energy for up to ₹27.76 Cr. Positive for renewable-energy expansion. Jio Financial Services: Board approved Bank of America investing up to ₹18,268 Cr in its subsidiary Jio Credit. Major positive development. Magellanic Cloud: PNB will use its e-surveillance system in 1,000 ATMs. Orders worth about ₹18.4 Cr over 5 years. Positive. Raj Rayon Industries: Approved ₹650 Cr Phase-II expansion at Silvassa, adding 350 TPD polyester capacity. Positive long-term. GE Power India: Received a ₹550 Cr Saudi Arabia project order. Positive. Raymond Realty: Created a new company to undertake real-estate projects, especially redevelopment projects. Positive for future growth. HEG: Signed an agreement for PR and media services. Neutral. 🇮🇳 Government & Economy RBI: Banks/financial companies must decide fixed-loan interest rates using a benchmark plus a risk-based spread. Important for borrowers and lenders. Defence: Government issued a ₹1 lakh crore tender for 60 multi-role transport aircraft. Tata, Mahindra and HAL are competing. Positive for defence companies. Border villages: Government approved ₹6,839 Cr to develop 1,954 villages across 15 states and 2 UTs. Positive for infrastructure. Forex demand: Tier-2 and Tier-3 cities now account for 53% of foreign-currency demand, showing rising international travel from smaller cities. Inflation: Food prices may increase inflation, but experts expect it to remain below RBI's 6% upper limit. Exports: India is targeting 15% export growth, $1 trillion exports and a $30 trillion economy by 2047. Gujarat: Chief Minister will visit the US and Canada for an 8-day investment roadshow ahead of Vibrant Gujarat 2027. FCRA Bill: Sent to a Joint Parliamentary Committee for further examination. Maharashtra: Over 36,000 firms reportedly shut down in 5 years; the issue has triggered a political dispute. Parliament: Amit Shah said he is ready to answer questions from the opposition. 📈 MSCI Changes — Important for Stocks Added to MSCI India Index: Billionbrains Garage Laurus Labs Lenskart Solutions Adani Energy Solutions 👉 Positive: These stocks may see increased buying from MSCI-linked/index funds. Removed from MSCI India Index: Astral Balkrishna Industries SBI Cards & Payment Services 👉 Negative: These stocks could see selling pressure from funds tracking the MSCI index.

Share Market Updates: 📈 Positive / Strong Results MMTC: Profit more than doubled to ₹100 Cr from ₹44 Cr. Revenue doubled to ₹146 Cr → Strong growth. Man Industries: Profit rose to ₹61 Cr from ₹28 Cr. Revenue and EBITDA also grew strongly → Very positive. Gokaldas Exports: Profit increased slightly to ₹44 Cr. Revenue and EBITDA grew → Positive. ESAB India: Profit rose to ₹56 Cr from ₹41 Cr. Revenue and EBITDA increased → Positive. Indo Tech Transformers: Profit increased to ₹26 Cr from ₹19 Cr. Revenue also grew strongly → Positive. Bata India: Profit increased to ₹64 Cr from ₹52 Cr. Revenue grew slightly → Positive, but margins slightly lower. Gujarat Energy: Profit jumped to ₹998 Cr from ₹560 Cr. Revenue and EBITDA also increased strongly → Very positive. ⚠️ Weak / Mixed Results Ashoka Buildcon: Profit fell to ₹128 Cr from ₹217 Cr. Revenue and EBITDA also declined sharply → Weak results. Senco Gold: Revenue grew strongly, but profit was almost flat. EBITDA increased, but margin fell → Mixed. Delta Corp: Reported a ₹210 Cr loss vs ₹30 Cr profit last year. However, ₹307 Cr was an exceptional item → Weak headline result. IFCI: Profit and revenue declined slightly. EBITDA was almost flat, but margin improved → Mixed. Caliber Mining: Revenue increased strongly, but profit fell. EBITDA margin also dropped → Mixed/Weak. SKF India: Profit and EBITDA declined, while EBITDA margin fell from 11.43% to 9.08% → Weak. 🏗️ Important Company Updates EPL: Expects high-teens growth over the next few quarters, supported by strong business growth and higher prices. SJVN: Completed its 75 MW solar project in Bihar and started operations. BEML: Received a ₹184.25 Cr order from HAL to manufacture helicopter fuselage structures → Positive. Jammu & Kashmir Bank: Board approved raising up to ₹1,000 Cr through QIP → Helps strengthen capital. Strait of Hormuz: An adviser to Iran's Supreme Leader said the strait will remain closed until Iran's conditions are met → Potentially negative for global crude oil prices if disruption continues.

📊 Share Market Updates: ADANI GROUP: A U.S. judge has dismissed the criminal case filed by the U.S. Justice Department against billionaire Gautam Adani. 🟢 Positive news for Adani stocks. LEMON TREE HOTELS: Signed agreements to open/manage two new hotels — Lemon Tree Premier Madurai and Keys Select McLeodganj. 🟢 Positive for business expansion. RAILTEL: Won a new order worth ₹119 crore. 🟢 Positive, as it adds new business/revenue. KRYSTAL INTEGRATED SERVICES: Received two Maharashtra government orders for sewage treatment plant projects worth ₹296 crore. Its consortium share is 40% (~₹118.4 crore). 🟢 Positive for the company. 📺 ZEE ENTERTAINMENT – Management Update Management expects the economy to improve slightly, especially during the upcoming festival season. Better festive spending could help advertising revenue increase. 🟢 ZEE5 digital business is expected to continue growing in Q2, helped by new content and FIFA-related viewership. ZEE has not given full-year EBITDA margin guidance because market conditions are uncertain. FIFA-related payments will be spread over 8 years until 2034, with more payments linked to the 2030 World Cup. A large part of FIFA-related revenue and expenses will come in Q2, so Q2 results may look stronger than Q1. Subscription revenue is also expected to increase significantly in Q2. 🟢

📊 Share Market Information 🌍 Global/Geopolitical News 🇷🇸 Serbia: President Vučić warns that Europe could face a bigger war and says the Ukraine conflict may not end this year. 🇮🇱 Israel–Gaza: Netanyahu says Israel will not accept a Palestinian state and will not withdraw until Hamas is completely disarmed. ⚠️ 🏢 Company Updates Gland Pharma: Signs a major partnership with a global pharma company to manufacture and supply sterile injectable medicines. ✅ Positive Bajel Projects: Wins a large EPC transmission-line order worth around ₹300–400 crore. ✅ Positive M&M: Appoints Shveta Arya as Group Chief Strategy Officer. She was previously MD of Cummins India. Studds Accessories: Q1 revenue increased, but profits and margins fell sharply. Revenue: ₹167 cr vs ₹148 cr → 📈 Net profit: ₹13.2 cr vs ₹20.5 cr → 📉 EBITDA: ₹20.2 cr vs ₹30.4 cr → 📉 EBITDA margin: 12.08% vs 20.53% → 📉 Negative PNG Jewellers: Opens a new flagship store in Pune and launches a lightweight diamond jewellery brand. ✅ Dixon Technologies: Vivo JV deal expected to close within 2 months. Revenue contribution expected from Q3. ✅ Titan: Says it is on track to achieve its improvement targets after a strong start to the financial year. ✅ Godrej Properties: Targets ₹20,000 crore operating cash flow by 2028. HAL: Restarts Su-30MKI production. A major ₹60,000 crore fleet upgrade is also planned. 🚀 Blue Cloud Softech: Announces a $150 million (~₹1,500 crore) contract with SpaceX International for AI infrastructure over 18 months. ⚠️ Very large order compared with company market cap of ~₹430 crore; verify the announcement carefully before trading on it. ⚡ Sector & Economy Updates Coal: Coal stocks at power plants could fall 20% by September-end because of higher demand. → Could support coal/power companies. 🇮🇳 Renewable Energy: India’s non-fossil power capacity has crossed 300 GW. Solar is the biggest contributor. India has reached about 60% of its 500 GW target for 2030. 🌞 Agrochemicals: Government may restrict the use of Carbosulfan and Paraquat. This could affect companies such as UPL and Insecticides India. ⚠️ Mining: Government may tighten rules for mineral-bearing land. States may need approval from the Centre before imposing certain levies. Textiles: India’s textile/apparel exports to the US fell 18% in H1 2026, which is a negative for textile exporters. 📉

📊 Share Market Update: 🇮🇳 GIFT NIFTY GIFT Nifty is almost flat (+0.10%). So, Indian markets may open slightly positive or flat today. Expect a calm/muted start unless global or domestic news creates movement. 🌏 Asian Markets 🇯🇵 Nikkei: +2.02% → Strong 🇭🇰 Hang Seng: +0.54% → Positive 🇨🇳 Shanghai: Around flat 🇮🇳 GIFT Nifty: +0.10% → Almost flat 🇺🇸 US Markets S&P 500: +0.62% → Positive Nasdaq: +1.30% → Strong Dow Futures: -0.13% → Slightly negative

Share Market Updates: Sumeet Industries Profit fell sharply to ₹1.5 crore (from ₹8 crore). Revenue increased to ₹272 crore (from ₹250 crore). Operating profit (EBITDA) and profit margin declined, showing weaker profitability. Power Grid Corporation Net profit fell to ₹3,410 crore (from ₹3,650 crore). Revenue was slightly lower at ₹9,800 crore. EBITDA remained almost unchanged, with margins improving slightly. 🌍 Economy & Policy US Student Visas: F-1 student visas issued to Indians dropped 62% in 2025, making it much harder for Indian students to study in the US. 🏭 Company News Deccan Gold: Produced its first gold bar (doré) from its Kyrgyzstan project. Power Grid: Approved ₹856.94 crore investment to upgrade transmission lines in Tamil Nadu. Swan Defence: Won an export order worth ₹251–750 crore to build four advanced tugboats. Kolte-Patil Developers: Signed 6 Mumbai projects worth ₹6,000 crore GDV, a major expansion despite its market value being around ₹3,500 crore. SEPC: Won a ₹854.57 crore order from SAIL. 📈 Management Guidance VRL Logistics Expects 8% annual volume growth. EBITDA margin likely to stay around 20–21%. Strong cash flow expected to fund expansion without increasing debt. Metropolis Healthcare Expects 14–15% revenue growth this year. Plans to open 400–500 new centers. EBITDA margin expected to improve to 27–28%. RITES Maintains strong growth outlook. Targets ₹10,000 crore order book. Aims to keep EBITDA margin above 20%. Sudeep Pharma Expects strong growth to continue. Targets 37–38% EBITDA margin. Expanding production capacity and new facilities to support future growth. ⛽ Government Proposal The Indian government plans to add an ₹18 charge on every LPG cylinder. The money will help build a strategic fuel reserve worth about $42 billion over the next 10 years. This reserve will store LNG and LPG to improve India's energy security and reduce the impact of future fuel supply disruptions.

Share Market Updates: Nazara Tech: Board will meet on Aug 6 to consider raising funds through shares and convertible securities. KEC International: Won new orders worth ₹1,063 crore. Company Guidance (Future Outlook) SBI Funds: No new financial guidance due to IPO rules. Future investments will focus on technology and hiring. Torrent Power: Plans to invest ₹10,000 crore in renewable energy this year and expects strong earnings growth from new projects. Blue Jet Healthcare: Will spend ₹250 crore this year on expansion and expects strong growth from new products and facilities. Kansai Nerolac Paints: Targets 13–14% profit margin in FY27 and plans to expand production capacity. MakeMyTrip: Cautious in the short term due to high oil prices and weak rupee, but remains positive on long-term travel demand. UPL: Expects 7–11% revenue growth and 10–14% EBITDA growth in FY27, driven by higher sales volumes. Other Important Updates UPI: Government may bring back MDR (merchant charges) on UPI payments above ₹2,000 for large merchants. Andhra Petrochemicals: Plant operations have restarted after scheduled maintenance. Cipla: Its US manufacturing facility successfully cleared the USFDA inspection, which is a positive development. Dhanuka Agritech: Reduced FY27 sales growth guidance due to delayed monsoon but expects improvement in Q2 and Q3. Clean Max Enviro: Targets ₹3,000 crore EBITDA by FY28, supported by higher renewable energy capacity. Escorts Kubota: Improved tractor industry outlook and expects to grow faster than the industry. GPT Infra: Expects 30% revenue growth and 14–15% EBITDA margin in FY27. ITC: Near-term profits may face pressure due to higher cigarette taxes and rising input costs. Thangamayil Jewellery: Reported ₹344.16 crore sales in three days, up 119.55% YoY. L&T: Won an ultra mega contract worth over ₹15,000 crore. Rajesh Power: Won a new order worth ₹363 crore. SIAM: Raised concerns over poor E20 fuel quality, saying it may damage vehicle parts, and asked the government to tighten fuel quality standards. Jindal Stainless: Maintained 7–9% volume growth guidance and will review targets after the first half of FY27. Sri Lotus Developers: Subsidiary appointed to develop a major commercial redevelopment project in Juhu. HAL: Has a strong order book with 7–8 years of revenue visibility, giving a positive outlook for FY27 and beyond.

📊 Share Market Updates Brij Bhushan Sharan Singh: Acquitted by the court in the sexual harassment case. India Manufacturing PMI (July): Fell slightly to 53.5 from 53.9, but remains above 50, indicating the manufacturing sector is still growing. Sri Lotus Developers & Realty: Q1 profit increased to ₹45.5 crore from ₹25.6 crore. EBITDA also increased, but profit margin fell from 48% to 36.4%. Vishnu Chemicals: Expects medium-term growth from new specialty chemical products and expansion projects. Plans to install 20 MW of solar power to reduce electricity costs. Electronics Manufacturing (Dixon, PG Electroplast): Government plans to extend tax exemptions until FY2040-41, which is positive for electronics contract manufacturers. Anant Raj: In focus as the government plans to relax tax rules for leased data centres operated by Indian companies. NALCO: Export disruptions in Q1 have now been resolved. Plans a new smelter and 1,000 MW power plant by FY30. Capital expenditure (Capex) will increase significantly over the next few years to support expansion. One MobiKwik Systems: Turned profitable in Q1, compared to a loss last year. EBITDA also moved into positive territory, showing improved business performance. Latent View Analytics: Says the new CEO will help achieve its $200 million revenue target. Maintains 12% revenue growth guidance for the full year. Wonder Electricals: Started manufacturing operations through its joint venture, supporting future business growth.

Sharemarket Information: ⛽ Commercial LPG Cheaper: The price of 19 kg commercial LPG cylinders has been reduced by up to ₹209. Domestic LPG cylinder prices remain unchanged. 🚌 Ashok Leyland: Chinese Foton buses are gaining market share in Sri Lanka, reducing Ashok Leyland's presence in the public transport fleet. ✈️ IndiGo: The airline has asked the government to reduce taxes and airport charges so that air ticket prices can become cheaper. 🤖 AI & Jobs: AI may reduce salaries for many jobs rather than causing large-scale job losses. 🪙 Gold: People in Gujarat sold ₹3,804 crore worth of gold in the first half of 2026 as record-high gold prices encouraged profit booking. 🏭 UFlex: The company has started commercial production at its new Mexico manufacturing plant, which can produce 80 million bags per year. 🚛 SML Mahindra: July sales increased 12% YoY to 1,603 units. Passenger vehicle sales rose 21%, while cargo vehicle sales fell 7%. 💊 Dr. Reddy's Laboratories: Received US FDA approval for its Rituximab biosimilar. Partner Fresenius Kabi will exclusively sell it in the U.S., strengthening Dr. Reddy's biosimilar business. 🚙 Mahindra & Mahindra: SUV sales increased 20% to 60,048 units, while total vehicle sales grew 26% to 103,860 units in July. 🚗 Hyundai Motor: Achieved its highest-ever monthly sales, selling 75,360 vehicles in July 2026.

Sharemarket Information 📉 India's IT index fell 2.5% after a recent strong rally, as investors booked profits. The decline was linked to a slowdown in the AI-related stock rally across Asian markets. Infosys and Tata Consultancy Services were among the biggest contributors to the fall.

Nifty is expected to move up towards 24,400, which is the next important resistance level. If Nifty crosses and stays above 24,400, it may rise further to 24,500–24,600. 24,100 is the key support level. As long as Nifty stays above this level, the positive trend remains intact.

📊 Share Market Information: Quick Heal Technologies: Q1 results were weak. Revenue fell, losses continued, and operating performance worsened compared to last year. Siyaram Silk Mills: Q1 profit more than doubled and revenue increased, but profit margin declined due to higher costs. Lupin: Received U.S. FDA approval and launched its Sugammadex Injection in the U.S., a positive development for the company. LIC Housing Finance: Q1 profit increased to ₹1,488 crore from ₹1,360 crore last year. Revenue was slightly lower than last year. Uno Minda: Increased its stake in Minda Onkyo India from 19% to 99%, giving it almost complete ownership. Telecom Manufacturing: India's first telecom manufacturing zone will be built in Gwalior with ₹2,000 crore investment, creating 4,500 jobs in Phase 1. Data Centres: India's data centre capacity is expected to grow more than 5 times by 2030, driven by strong AI demand. Utssav CZ Gold Jewels: Started a new wholly owned subsidiary to expand its gold and diamond jewellery business. Agriculture Exports: India exported 7 tonnes of Bihar's Makhana to Canada, boosting agricultural exports.

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Latest IPOs & GMP Update 🚀 High GMP Indo-MIM IPO (23–27 Jul) IPO Price: ₹485 GMP: ₹188 (39%) Outlook: Strong listing potential (Listing Today) MV Electrosystems IPO (30 Jul–03 Aug) IPO Price: ₹425 GMP: ₹101 (24%) Outlook: Good listing potential Ardee Industries IPO (05–07 Aug) IPO Price: ₹53 GMP: ₹13 (24%) Outlook: Good listing potential Moderate to Low GMP ⚠️ Xtranet Technologies IPO (23–27 Jul) IPO Price: ₹127 GMP: ₹14 (11%) Outlook: Moderate listing potential (Listing Today) Juniper Green Energy IPO (30 Jul–03 Aug) IPO Price: ₹225 GMP: ₹17 (8%) Outlook: Limited listing gains expected Lohia Corp IPO (23–27 Jul) IPO Price: ₹425 GMP: ₹17 (4%) Outlook: Limited listing gains expected (Listing Today) Manipal Health Enterprises IPO (29–31 Jul) IPO Price: ₹590 GMP: ₹8 (1%) Outlook: Very limited listing gains expected

Sharemarket Information: Sathlokhar Synergys E&C Global: Q1 profit more than doubled to ₹21.4 crore from ₹9.2 crore, while revenue increased to ₹200 crore from ₹120 crore. (Strong positive results) Sumeet Industries: The company plans to issue new shares worth ₹28 crore to non-promoters and will use ₹49.9 crore from its rights issue to expand its CP plant through its subsidiary. (Fundraising for business expansion) Dr. Reddy's Laboratories: The company's Srikakulam plant received 3 observations from the USFDA after inspection. These are generally issues that need to be addressed and are not an import ban or warning letter. Emerald Finance: Partnered with Vausm Technologies to offer employees early salary access and short-term loans through employer salary deductions. (New employee financial service) iValue Infosolutions: Q1 net profit increased to ₹15.8 crore from ₹10.4 crore and EBITDA improved strongly. However, revenue fell to ₹180 crore from ₹230 crore. (Higher profitability despite lower sales) Sun Pharmaceutical Industries: Received approval in Brazil to manufacture and sell Semaglutide, a popular diabetes and weight-loss medicine. (Positive growth opportunity) Crude Oil: GTRI said India's crude oil import decisions should be based on India's interests, not pressure from U.S. tariff threats. (Government policy viewpoint)

Goodluck India: Its defence subsidiary received government quality approval to supply 155 mm artillery shells. Positive for defence business. Tata Power: Plans to raise ₹4,500 crore through bonds to refinance existing loans. Waaree Renewable: Entered the Australia–New Zealand renewable energy market with a large solar and battery storage project. SRF: Income Tax Department reduced its tax demand from ₹327.44 crore to ₹9.46 crore. The company is reviewing the remaining amount. HCLTech: Released a new AI research report based on feedback from 200+ top business executives. Mankind Pharma: Sold its hospitality business for ₹49 crore. Tata Motors: Heavy floods temporarily affected production at its Sanand plant in Gujarat. Operations are expected to return to normal soon. Gravita India: Closing its US subsidiary and shifting operations to Jaipur to reduce costs and improve efficiency. NDR Auto Components: Shareholders approved the reappointment of key directors. Anand Rathi Wealth: Promoter disclosed that some pledged shares were invoked by lenders. Sumitomo Chemical India: Appointed Dr. Suresh Ramachandran as Managing Director from Sept. 1, 2026 Mphasis: Promoters refinanced loans by creating fresh share pledges. No change in promoter ownership. Vardhman Special Steels: Will invest ₹1,116 crore to build a new forging facility for automobile components. Adani Energy Solutions: Launched a Qualified Institutional Placement (QIP) to raise funds. Rajesh Exports: Said it has no information about the reported NEFRA investigation. Torrent Pharmaceuticals: Stock exchanges approved the listing of new shares issued after the JB Chemicals merger. TVS Motor: Increased its stake in TVS Credit Services to 85.15% by buying additional shares for ₹711 crore. Bank of Baroda: Reported a possible business email cyberattack. The bank said operations and customer services are not affected. InterGlobe Aviation (IndiGo): Appointed Kiran Thadimarri as the new Chief Financial Officer (CFO), while the previous CFO moved to an advisory role.

Sharemarket Information: Cipla: Received USFDA approval to sell the generic version of Advair Diskus (used to treat asthma and COPD) in the US. Positive news for the company. Hindalco: Its subsidiary Novelis has secured a USD 500 million short-term loan to meet business and investment needs. Nitin Gadkari: Filed a case in the Bombay High Court against Meta and others over alleged fake social media posts and deepfake content claiming he and his family benefited from the E20 ethanol policy. He says the claims are false. Coforge (Q1 Results): Net profit fell to ₹520 crore from ₹610 crore (compared with the previous quarter). EBIT increased to ₹820 crore from ₹696 crore, but the EBIT margin declined from 15.7% to 14.8%. OM Infra: Became the lowest bidder for a ₹568.98 crore water resource project in Chhattisgarh. The project value is much higher than the company's ₹840 crore market capitalization, making it a significant order if awarded.

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Sharemarket Information 📈 1. Income Tax Finance Minister Nirmala Sitharaman has asked Income Tax officials to make the tax process easier for honest taxpayers. The focus is on less unnecessary scrutiny, faster issue resolution, and better online services. 2. Indian Companies Indian companies recorded their highest sales growth in the last 14 quarters, showing that business demand is strong. However, higher expenses (raw materials, salaries, and other costs) reduced profit margins, although overall net profit still increased by about 11% compared to last year.