Savings Effect

NBCC: CO WINS ORDER WORTH RUPEES 235 CR

KERNEX MICROSYSTEMS: Q1 CONS NET PROFIT 1.1B RUPEES VS 75M (YOY) KERNEX MICRO: Q1 EBITDA 1.63B RUPEES VS 126M (YOY) || Q1 EBITDA MARGIN 32.33% VS 22.50% (YOY)

ORISSA MINERALS DEVELOPMENT COMPANY: ENVIRONMENTAL CLEARANCE GRANTED FOR BELKUNDI IRON & MANGANESE ORE MINE; PRODUCTION CAPACITY OF 1.8 MTPA IRON ORE AND 0.3 MTPA MANGANESE ORE; MINING RESTRICTED TO 920.6 HA AREA.

THE ORISSA MINERALS DEVELOPMENT COMPANY: CO RECEIVES ENVIRONMENTAL CLEARANCE FOR BELKUNDI IRON AND MANGANESE ORE MINE OPERATIONS IN KEONJHAR DISTRICT ODISHA

XCHANGING SOLUTIONS: Q1 CONS NET PROFIT 161M RUPEES VS 138M (YOY) XCHANGING SOLUTIONS: Q1 EBITDA 180M RUPEES VS 164M (YOY) || Q1 EBITDA MARGIN 33.6% VS 32.7% (YOY)

LINCOLN PHARMA: Q1 SL NET PROFIT 362M RUPEES VS 277M (YOY) LINCOLN PHARMA: Q1 EBITDA 273M RUPEES VS 238M (YOY) || Q1 EBITDA MARGIN 15.5% VS 15.5% (YOY)

LARSEN & TOUBRO: CO. SECURES MEGA ORDER TO BUILD INDIA'S LARGEST NVIDIA B300 AI FACTORY IN PARTNERSHIP WITH TOGETHER AI; AI FACTORY TO POWER LARGE-SCALE TRAINING AND INFERENCE AT CHENNAI DATA CENTRE.

DELHIVERY: NEXUS VENTURES LIKELY TO SELL SOME STAKE IN DELHIVERY VIA BLOCK DEAL - TV INTERVIEWS

AMAGI MEDIA LABS: Q1 CONS NET PROFIT 339M RUPEES VS 39M (YOY) AMAGI MEDIA LABS: Q1 EBITDA GAIN 298M RUPEES VS LOSS 12M (YOY) || Q1 EBITDA MARGIN 6.82%

*THYOCARE SAYS* PROMOTER PLEDGE HAS BEEN REMOVED NO MORE STAKE SALE, PARENT STAKE WILL STAY AT 51% Q1 GROWTH AT 26% (AHEAD OF GUIDANCE OF 20%) WILL LIKLEY REVISE GUIDANCE UPWARDS ON TOPLINE POST Q2

YOKOHAMA TARGETS DEEPER OEM TYRE PARTNERSHIPS IN INDIA, WITH ₹3,000+ CR INVESTED IN VISAKHAPATNAM AND PLANS TO EXPAND SUPPLIES TO MARUTI SUZUKI AND PREMIUM VEHICLE MAKERS ( MARUTI SUZUKI )

PAYTM: CO CEO VIJAY SHEKHAR SHARMA, CFO GET SEBI NOTICE OVER TIMING OF 2023 LOAN DISCLOSURE || THE REGULATOR HAS SOUGHT RESPONSES FROM CEO VIJAY SHEKHAR SHARMA, CFO MADHUR DEORA AND OTHER KEY PERSONNEL OVER WHEN PAYTM DISCLOSED ITS DECISION TO CURB SMALL PERSONAL LOANS.

AURIONPRO SOLUTIONS: CO SECURES ANOTHER SIGNIFICANT WIN FROM A GLOBAL HYPERSCALE DATA CENTRE OPERATOR VALUED AT RS 100 CR.

JSW Dulux: Guidance - - Concall Update • Management expects EBITDA margins to be in the range of 13% to 15%, driven by crude prices. • The company's strategic vision is to become a number two player overall, aiming for the number one position in Industrial Coatings within 1 to 1.5 years, with a broader 2030-2031 vision. • For the Decorative business, the mission is to continuously gain market share and deliver absolute EBITDA. • Investments in R&D and adding approximately 160 people in sales are considered a "correction" to build a strong foundation, not an annual addition, with expectations for EBITDA margins to return to the target band. • Project Akshaya, an integration program with JSW Paints, is a three-year roadmap designed to unlock synergies, reduce duplication, and fund growth initiatives.

BANK OF AMERICA TO INVEST UP TO ₹18,268 CRORE ($1.9 BILLION) FOR A 49.9% STAKE IN JIO CREDIT, CREATING A MAJOR GLOBAL-LOCAL LENDING PARTNERSHIP TO ACCELERATE JIO FINANCIAL’S EXPANSION IN INDIA - ET

JSW Dulux: Guidance - - Concall Update • Management expects EBITDA margins to be in the range of 13% to 15%, driven by crude prices. • The company's strategic vision is to become a number two player overall, aiming for the number one position in Industrial Coatings within 1 to 1.5 years, with a broader 2030-2031 vision. • For the Decorative business, the mission is to continuously gain market share and deliver absolute EBITDA. • Investments in R&D and adding approximately 160 people in sales are considered a "correction" to build a strong foundation, not an annual addition, with expectations for EBITDA margins to return to the target band. • Project Akshaya, an integration program with JSW Paints, is a three-year roadmap designed to unlock synergies, reduce duplication, and fund growth initiatives. BANK OF AMERICA TO INVEST UP TO ₹18,268 CRORE ($1.9 BILLION) FOR A 49.9% STAKE IN JIO CREDIT, CREATING A MAJOR GLOBAL-LOCAL LENDING PARTNERSHIP TO ACCELERATE JIO FINANCIAL’S EXPANSION IN INDIA - ET

KP Energy: Guidance - - Concall Update • For FY27, management revised its top-line growth guidance to 30% to 40%, down from an earlier 40% to 50% projection, citing a cautious outlook due to on-ground situations like right-of-way protests. • The KP Group aims for 10 gigawatts of capacity by 2030, covering both KPI Green and KP Energy, and is nearing this target, with a revised group target and company-specific targets to be published soon. • The IPP segment is expected to see a top-line increase of approximately INR 200 crores from two new projects, with partial commissioning potentially generating revenue within one year. • The company anticipates reaching 100 megawatts of IPP capacity by the end of FY27, with a total projected IPP capacity of 248.5 megawatts (48.5 MW existing plus 200 MW new projects).

AIA Engineering: Guidance - - Concall Update • Management did not provide specific tonnage guidance for FY'27, stating they need more clarity from ongoing trials and asked investors to wait another quarter for exact figures. • The company's target remains much bigger growth and increased volume, with trials showing decent responses despite technicalities. • While management generally does not provide margin guidance, the operating margin guidance continues at 20% to 22%. • FY'27 CapEx guidance has been increased from INR130 crores to INR350-400 crores, with INR170-200 crores for a new corporate house and INR50-100 crores for additional land.

MSCI: BILLIONBRAINS GARAGE, LAURUS LABS, LENSKART SOLUTIONS, ADANI ENERGY SOLUTIONS ADDED TO MSCI INDIA INDEX MSCI: ASTRAL, BALKRISHNA INDUSTRIES, SBI CARDS AND PAYMENT TO BE REMOVED FROM MSCI INDIA INDEX

HEG LIMITED: CO. HAS ENTERED INTO A MEDIA SERVICES AGREEMENT WITH ADFACTORS PR PRIVATE LIMITED FOR PROVIDING PUBLIC RELATIONS AND MEDIA COMMUNICATION SERVICES TO THE COMPANY.