Ramky Infrastructure: Company’s subsidiary wins ₹2,085 crore water supply project for Musi River Rejuvenation. (Positive)Arfin India: Company secured a significant order for 6,900 MT of aluminum products valued at ~₹30 Crores/month from JFE Shoji India. (Positive)Vedanta: Company has been declared…
Zydus Lifesciences: Company announced the launch of 2 new generic treatments through its animal health division, ZyVet. (Positive)All Cargo: Company reports 56.8k TEUS in August, up 9 percent MoM. (Positive)JSW Infrastructure: Company’s subsidiary signs 30-year concession for Kolkata Dock System.…
UBS on LTmindtreeInitiate Neutral, TP Rs 5830While like Cos recent healthy deal wins & strong positioning for upcoming GenAI cycle, are also concerned about its growth underperformance to mid-cap peers, its ability to achieve margin targets, and high client concentration…
Insolation Energy: Company Secures Order Valued At ₹140 Crores (Positive)JBM Auto: ECOLIFE Mobility gets $100 million capital investment from IFC to scale up deployment of e-buses. (Positive)Oil India: Company to set up renewable energy JV with Rajasthan Rajya Vidyut Utpadan…
1. Why did export stocks decline today despite positive trade talk news? Export-oriented stocks like Apex Frozen Foods and Avanti Feeds declined 4% each today due to profit booking after significant gains of 15-17% in the previous session following US…
JPM on Capital GoodsPockets of opportunity amidst a capex breatherCapex set to grow at about 10-11% over medium termStock prices factoring in a large part of that decelerationA 10% growth environment offers pockets of opportunity for healthy earnings growthStick to…
UBS on GST ReformsCementSentimentally positive, though demand should remain inelastic in near termGovt to work towards rate cut benefits being passed on to consumersThough this should make near-term environment conducive to price hikesConsumer DurablesPositive for Voltas and HavellsBoosts affordability, supports…
Puravankara: Company Secures Malabar Hill Project with GDV of Rs 27 billion (Positive)Coal India: August sales at 56.7 mn tons, up 7.6% YoY (Positive)NMDC: August iron ore production at 3.37 million tonnes, up 10% YoY (Positive)Royal Orchid Hotels: Expanding presence…
Rolex Rings Ltd: Company announced a board meeting on Sept 3, 2025 to consider a stock split & bonus shares issuance. (Positive)Kernex Microsystems: Company Secures Rs 209.82 Crore KAVACH Project from DFCCIL (Positive)Torrent Power: Company bags LoA for ₹22,000 cr,…
Sensex Today Highlights: Indian benchmark indices closed Friday's trading session on a cautious note, with the Sensex finishing at 79,809.65, down 270.92 points or 0.34 per cent. Similarly, the Nifty 50 ended the day at 24,426.85, slipping 74.05 points, a…