SIVA fundamentals (Study Purposes)🔥 🔥
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Channel Posts
📡 VODAFONE IDEA : HSBC
Rating: BUY
Target Price: ₹8.25
CMP: ₹15.60
• ⚠️ Operating cash flow likely to fall short of FY29 spectrum payment obligations
• Even with a tariff hike in Q1CY27, Vodafone Idea may need to triple operating cash flow over the next 3 years
• Network investments should help stabilise market share, but meaningful gains are unlikely
• EBITDA expected to grow ~15% CAGR over FY26–29, mainly driven by tariff hikes
• Additional capital likely required for spectrum renewals from 2030
• Spectrum payment funding remains a key overhang for the stock
| 2 | HDFC SECURITIES ON BSE ; ADD | TP ₹3,850
• CAS-led volume disruption largely behind; recovery underway.
• Premium ADTV fell 24% QoQ in Q2FY27 due to CAS impact.
• BSE maintained market share despite disruption; notional market share rose 8 bps QoQ.
• Premium market share increased 108 bps QoQ to 32.6%.
• Weekly recovery visible with premium ADTV up 18% WoW.
• Cash segment volumes remain unaffected; disruption is derivatives-specific.
• Regulator expected to issue consultation paper on settlement framework.
• Cuts estimates by 2–4% due to weaker Q2FY27 volumes. | 176 |
| 3 | Polycab dip to be bought?
Here's what Jefferies says !
Jefferies Maintains Buy with Target of ₹11,100
Recent 10% fall in 5 days (now 35x 1-yr fwd PE) looks like a buying opportunity amid UltraVolt launch.
₹1,800 cr capex + 4-5x asset turns → UltraTech sales could be 5-6% of FY30 C&W industry
Informal market still ~25% = room for new player
Polycab is 70-75% cables; UltraTech more wires-focused
Industry Net Profit Margin only 5-7% → limited room for price wars
Buy the fall (Source: Jefferies note) | 190 |
| 4 | *PVR INOX:* Company said no evidence of kickbacks was found in the probe into alleged Rs. 200 crore payments; Arora resigned for personal reasons. (Neutral)
*Knowledge Realty Trust:* Company approved fundraising of Rs. 1,000 crore through NCDs via private placement. (Neutral)
*Mankind Pharma:* Company’s wholly owned subsidiary Bharat Serums & Vaccines received members’ approval for voluntary liquidation. (Neutral)
*Avenue Supermart:* New store opened at Tonk Road, Jaipur on 7th Sep 2026 (Neutral)
*SBI Life:* First-year premium jumped by 2.8% to ₹3,415 crore YoY. (Neutral)
*Canara HSBC Life:* First-year premium jumped by 5.2% to ₹278 crore YoY. (Neutral)
*TBZ:* GRT Jewellers open offer for TBZ: ₹249.61/share, 25.88% stake. (Neutral)
*Pearl Global:* Record date set for 1:1 bonus issue on September 11. (Neutral)
*Marathon Nextgen:* Shareholders and creditors approve Marathon Nextgen Realty's amalgamation plan (Neutral)
*Aarti Industries:* Commissioned Phase I of Zone IV, unlocking new high-value manufacturing opportunities. (Neutral)
*PNB Housing:* Company approves NCD issuance up to ₹6,000 cr via private placement. (Neutral)
*Titagarh Rail:* Re-appoints Anil Kumar Agarwal as Deputy MD for 3 yrs w.e.f 29 May'27. (Neutral)
*Unimech Aerospace:* Company acquires 850 shares in Dheya Engineering Tech for ₹2.99 cr (Neutral)
*SBI:* Sept-Oct bank union strikes likely to impact bank's work. (Neutral)
*63 Moons:* Financial Technologies Singapore subscribed to 2.59 crore equity shares of Ticker Ltd for Rs 70 crore on a preferential basis. (Neutral)
*JSW Dulux:* Received GST show-cause notice from Karnataka GST authorities over alleged excess input tax credit claims for April 2022-March 2023, involving a demand of Rs 48.59 crore. (Neutral)
Circuit filter change from 10% to 5%: Milky Mist, SML Mahindra, TBZ. (Neutral)
List of stocks included in the Short term ASM Framework: Welspun Enterprises (Neutral)
List of stocks excluded from ASM Framework: Imagicaaworld, Jindal Worldwide, Modison. (Neutral) | 131 |
| 5 | *🌹🇮🇳India Daybook – Stocks in News*
*GE Vernova T&D India:* Emerges As L1 Bidder for Design & Establishment of HDVC LCC Terminal; Bags Order For 6,000 MW HVDC Contract from Power Grid. (Positive)
*BEL:* DAC Approves Capital Acquisition Proposals Worth ₹1.10 Lakh Cr for the Defence Forces. IAF Gets Approval for Ground-Based Multi-purpose Jammers & Defence Forces Secure Access Card System. (Positive)
*ICICI Pru Life:* New Biz Premium Up 10%, Retail APE Up 23.4%. (Positive)
*Adani Power:* GVK Energy’s Committee of Creditors Approves Resolution Plan. (Positive)
*Garuda Construction:* Subsidiary Signs MoU with Almasarat for potential revenue of Rs 1800 crore. (Positive)
*IIFL Finance:* Blackstone said to weigh buying stake in co (Agencies) (Positive)
*Coal India:* Daily average production has surged by 35%, jumping from 1.36 MT to 1.83 MT. (Positive)
*Concor:* Company has secured order from Eastern Railway, Jamalpur Locomotive Workshop. (Positive)
*PNB Gilts:* Sebi eases compliance for foreign investors investing in government bonds. (Positive)
*PNGS Reva:* CARE has reaffirmed the credit rating company's long-term/short-term bank facilities aggregating ₹280 Cr while revised outlook to positive. (Positive)
*BCPL Railway:* Company has emerged as the Lowest Bidder (L1) for a tender from Eastern Railway, Asansol division (Positive)
*Axis Solutions:* Company eyes ₹1,000 Cr Revenue by FY2029 with ~33% EBITDA CAGR (Positive)
*Raghav Productivity:* Company enters JV with TRL Krosaki Refractories, a subsidiary of Japan’s Krosaki Harima Corp & step-down subsidiary of Nippon Steel. (Positive)
*Symphony:* Company plans phased entry into room air conditioners, BLDC ceiling fans and air purifiers from the December 2026 quarter under an asset-light model funded through internal accruals. (Positive)
*Asian Energy Services:* LOI for Vanadium & Graphite Block covering 155.46 hectares. (Positive)
*Transworld Shipping:* Company expands fleet! Board approves acquisition of two container vessels (Positive)
*LIC:* First-year premium jumped by 45.3% from a year earlier to ₹23,275 crore. (Positive)
*HDFC Life:* First-year premium jumped by 17.8% to ₹3,609 crore YoY. (Positive)
*Bajaj Finserve:* Bajaj General Insurance Gross Direct Premium: Rs. 2,291 Cr (Aug'26) vs Rs. 2,063 Cr (Aug'25). (Positive)
*Rajputana Stainless:* Renewable energy order wins. (Positive)
*Hind Copper:* Copper prices on LME hits all-time high (Positive)
*TVS Motor:* Launches RTX 300 Adventure Trail motorcycle for Europe (Positive)
*Tanfac:* Company has received Rs 61 cr investment from Anupam Rasayan. (Positive)
*Vishnu Chemicals:* Company has formed JV with France-based DCX Chrome SAS (Positive)
*Capital Market Stocks:* August Demat additions see highest growth in 7 months. (Positive)
*Shreeji Shipping Global:*Signed agreement with AMNS Shipping & Logistics. (Positive)
*GMM Pfaudler:* Persistence Capital Fund I bought 2.40 lakh shares at Rs 1,236.11 per share. (Positive)
*HEG:* HDFC Mutual Fund bought 9.93 lakh shares at Rs 266.21 per share. (Positive)
*IRB Infrastructure:* IRB Holding Private Limited, Promoter Group, bought 1.29 cr shares. (Positive)
*Tata Motors PV:* JLR Confirms Reducing Its Global Workforce by Around 4,000 Roles over the Next Two Years (Neutral)
*Neuland Lab:* Company approves ₹126 Cr Capex for 134 Acres Land at Kakinada, Andhra Pradesh. (Neutral)
*Behari Lal Engineers:* Net Profit at Rs 19.19 Cr vs Rs 15.42 Cr, Net Revenues at Rs 151 Cr vs Rs 128 Cr. (Neutral)
*Shiprocket:* Net loss at Rs 13.7 Cr vs Rs 18.3 Cr, Net Revenues at Rs 592 Cr vs Rs 442 Cr. (Neutral)
*Sammaan Capital:* Board approved raising funds up to ₹25,000 Crores via debt instruments on private placement basis. (Neutral)
*Swiggy:* Company’s arm to sell entire stake in Lynks Logistics via Share Swap. (Neutral)
*Vipul Organics:* Company targets membranes to contribute 25% of group revenue within three years, with the Sayakha facility expected to drive margin expansion and improve return ratios. (Neutral) | 81 |
| 6 | CLEANMAX : CRISIL ASSIGNS 'CRISIL AA/STABLE' RATING
• Assigned corporate credit rating of 'CRISIL AA/Stable' and Non-Convertible Debentures (NCDs) rating of 'CRISIL AA/Stable' for an amount of ₹2,500 crore by Crisil Ratings
• Rating reflects sizeable and well-diversified asset portfolio, healthy counterparty risk profile, and consistent operating performance
• Company is evaluating issuance of domestic bonds, including up to ₹2,500 crore through NCDs, to diversify capital sources
• Operational renewable energy portfolio reached 4.2 GW as of June 30, 2026; total contracted portfolio stood at 6.8 GW
• Record 500 MW commissioned in Q1 FY27
Impact: Positive (Credit rating enhances access to capital markets and strengthens investor confidence) | 76 |
| 7 | DIXON, AMBER ; SAMSUNG INDIA BEGINS JOB CUTS AMID SALES & MARGIN PRESSURE 🔴
●Samsung India is cutting workforce in batches across its TV and appliance businesses.
●Around 80–100 executives have reportedly been let go; up to 25% of sales & marketing staff could be affected.
●Pressure is linked to weak smartphone sales, profitability concerns and sharply higher memory-chip prices.
●Memory chip prices have more than doubled, adding cost pressure.
●Impact: Cautious/Negative for electronics & appliance sector sentiment; Dixon and Amber may remain in focus, though the report does not indicate any direct order or volume shift to them. | 80 |
| 8 | *News Headlines from Business News Agencies:*
*Business Standard*
📝 Govt's initial nod for ₹1.1 trillion defence buys; 98% from Indian cos
📝 Centre to open applications for ₹37,500-cr coal gasification scheme
📝 Coal ministry steps up supplies as rake loading rises 20% in four days
📝 Novartis India buys Minipress brands from Pfizer for ₹1,250 crore
📝 LNG prices surge to multiyear highs as West Asia war squeezes supplies
📝 SC rejects Centre plea to revive ₹363 cr GST demand against Vodafone Idea
📝 India's battery industry to generate up to 2 mn jobs by FY30: Adecco India
📝 Air India's new CEO Gebremariam seeks staff support to minimise disruptions
📝 Minda Corp sets ₹1,500 cr export target, eyes growth in EVs, electronics
📝 RBI withdraws over ₹6 trillion of bank liquidity after record spike
📝 Maruti Suzuki to hike prices of select models by up to ₹20,000 in September
📝 Auto retail sales hit record in Aug at 2.42 mn units, rise 18%: Fada
*Economic Times*
📝 India's growth seen above 7% in FY27 as investment, exports take centre stage: Report
📝 Udaan to acquire Swiggy-owned retail distribution company Lynk Logistics
📝 RBL Bank to raise up to USD 1 bn from overseas investors
📝 Blue Machines AI unveils speech-to-text model built for India's BFSI sector
📝 Bank of Maharashtra, Canara Bank eye dollar debt issuance this month, bankers say
📝 Arnya Realestates, Casagrand Premier to raise Rs 750 cr equity fund
📝 Deutsche Bank sees ECB rates rising to 2.75% as energy risks persist
📝 Orris Infrastructure and Godrej Properties settles dispute over Gurugram project
📝 Fairfax to exit IIFL Finance before likely IDBI Bank deal; Blackstone emerges as suitor
📝 ADB signs first Transaction Advisory Pact in India to mobilise $1 billion for green energy projects
📝 Jindal Stainless signs pact with Japan's JFE Steel to boost ferritic stainless steel manufacturing
📝 Asian Paints names former JPMorgan exec Leo Puri as next chairman
📝 PVR INOX says preliminary probe found no evidence of kickbacks, disputes account of senior executive’s exit
*Mint*
📝 India's Haircare market is turning professional, and CCIGMAA Lifestyle Pvt Ltd.
📝 L&T plans to raise up to ₹500 crore via tokenized bonds after REC's success
📝 HRV Pharma bets ₹150 crore on peptides, high-potency oncology APIs
📝 Tata Motors’ JLR aims to reduce costs by ₹21,700 crore by laying off 4,000 jobs
📝 HerSpace raises $50 million to expand worker housing
📝 AI may accelerate anti-competitive practices in digital markets: CCI chief
📝 Tata Cap Healthcare to up exits via IPOs for new ₹2,500 cr fund
📝 Fuel prices at record Labour Day high in US thanks to Iran War and refinery issues
📝 Nua raises $50 million Series C from Peak XV, Filter Capital
📝 CaratLane looks beyond affordable jewellery to drive growth | 67 |
| 9 | MOSL on Defence
India’s Defence Acquisition Council (DAC) has approved Acceptance of Necessity (AoNs) for various acquisition proposals worth INR1.1t for Army, Navy, and Air Force
Approvals focus on battlefield mobility, mine warfare, CBRN protection, electronic warfare, surveillance and naval propulsion, with 98% of total AoNs earmarked for the Indian industry
So far in FY27, DAC has given approvals worth INR1.62t. Over FY25-YTDFY27, approvals worth INR13t have been accorded for Indian defense sector, which enhances TAM of domestic players. Moreover, the government has been taking steps to open missile production to Indian private players
These initiatives improve order inflow visibility for the defense sector. In the near to medium term, finalization of large tenders for defense PSUs should be keenly watched out for
Maintain Bharat Electronics (BEL) as preferred pick | 64 |
| 10 | KOTAK SECURITIES ON DEFENCE SECTOR ; BEL & HAL KEY BENEFICIARIES
• Defence Acquisition Council (DAC) approved Acceptance of Necessity (AoN) for procurement proposals worth ₹1.1 lakh crore.
• Nearly 98% of the procurement value is earmarked for the domestic industry.
• Kotak sees BEL and HAL as key beneficiaries of the large approvals.
• This is one of the largest single-sitting indigenous defence clearances on record. | 66 |
| 11 | SIEMENS ENERGY : PROMOTER ENTITIES SEEK RECLASSIFICATION TO PUBLIC CATEGORY
Siemens Energy Holdco B.V. and Siemens Energy Holding B.V. seek reclassification from promoter to public category.
Both entities currently hold no equity shares and do not exercise control over the company.
No special rights or board representation.
Request will be placed before the Board for consideration.
Reclassification sought under SEBI Regulation 31A. | 69 |
| 12 | Unimech Aerospace acquires 850 shares in Dheya Engineering Tech for ₹2.99 cr | 67 |
| 13 | ⚓ ADANI PORTS : CLSA
Rating: O-P
Target Price: ₹2,070
NDR Takeaways:
• Port traffic grew 2x the country growth rate over FY21–26, with ~300 bps YoY market share gain
• FY31 target of 1 bn tonnes traffic implies ~15% CAGR
• FY26–31 revenue and port EBITDA expected to grow at 17% and 18% CAGR, respectively
• Logistics, marine & international ports EBITDA grew 34%, 125% & 180% YoY in FY26, adding new growth catalysts
• International expansion to remain within financial prudence guardrails, supporting high ROCE and dollarisation of the asset base
• Credit profile improved, with net debt/EBITDA at a 9-year low | 79 |
| 14 | JEFFERIES ON DEFENCE
Initiate Buy on Solar Industries – TP Rs 28160 & Astra Microwave – TP Rs 2055
Initiate hold on Bharat Dynamics – TP Rs 1280 | 71 |
| 15 | 🏦 ICICI BANK : GOLDMAN SACHS
Rating: BUY
Target Price: ₹2,000 ⬆️
• ICICI Bank mobilized US$17.9 bn of FCNR deposits, accounting for 14% of total FCNR deposits mobilized by the banking system
• This compares with ICICI Bank’s overall deposit market share of 6.7%
• GS believes ICICI’s 50% share of unlevered deposits is likely relatively higher than peers
• This could improve ICICI Bank’s LCR by ~40 ppts, excluding overseas balance-sheet impact, all else equal
• Further strengthens the bank’s already favourable liquidity position
• GS raises EPS estimates by 0.4%-3% over the next three years | 74 |
| 16 | 🚁 HAL : CLSA
Rating: O-P
Target Price: ₹5,481
• 🇮🇳 DAC approved procurement of 138 Advanced Light Helicopters (ALH) from HAL
• Order expected to add ~13% to HAL’s existing US$27 bn backlog
• Deal could bring ~US$600 mn in cash advances
• Decadal pipeline remains strong at US$48 bn
• Key catalysts: Mk 1A deliveries from 2H and visibility on the GE engine production deal
• CLSA sees HAL as the cheapest pure-play defence stock, despite its sector-leading position
• Trading at a deserved premium to global aerospace peers, supported by its Make-in-India pipeline & market access | 69 |
| 17 | CLSA ON SANSERA ENGINEERING
RECOMM - OUTPERFORM | TP ₹4,954
• Growth engine gaining momentum.
• Aerospace opportunity expected to add significantly to growth.
• ADS segment poised to become Sansera’s primary growth engine.
• Rising ADS revenue mix should support margin expansion.
• Diversifying beyond auto ICE while maintaining growth in the traditional segment. | 75 |
| 18 | Defence Acquisition Council (DAC) has accorded AoN for defence procurement proposals worth ~₹1.1 lakh cr.
BEL and BEML feature across multiple projects, while HAL, L&T, Bharat Forge and defence electronics players could also benefit.
Project-wise potential beneficiaries:
• CBRN Recce Vehicles → BEL
• High Mobility Vehicles → BEML
• Mechanical Mine Layer → Godrej Precision Engineering
• Advanced Light Helicopter → HAL
• Trawl Tanks → BEML
• SARVATRA Bridge System → BEML + L&T
• Arudhra Radar → BEL
• Marine Gas Turbine → Bharat Forge
• Ground-Based Multi-Purpose Jammer → BEL, Astra Microwave, Data Patterns & others
• DEFSAC System → BEL (potential)
• Aircraft, Transport Fleet & Helicopter Upgrades → HAL, BEL & others | 92 |
| 19 | INOX WIND : CLARIFICATION ON PRESS RELEASE DATED 3RD SEPTEMBER, 2026 REGARDING 100 MW ORDER
• Clarifies that the 100 MW turnkey order was received from Terra Clean Limited, a wholly-owned subsidiary of Indian Oil Corporation Limited (IOCL), and not directly from IOCL.
• Inadvertent error in the press release is regretted.
Impact: Neutral (Correction of factual detail in a prior press release) | 148 |
| 20 | SIEMENS ENERGY HOLDCO B.V. AND SIEMENS ENERGY HOLDING B.V. SEEK RECLASSIFICATION FROM PROMOTER TO PUBLIC CATEGORY
• Siemens Energy Holdco B.V. and Siemens Energy Holding B.V. have requested reclassification from "promoter" to "public" shareholder category.
• The request is made in accordance with Regulation 31A of the SEBI (Listing Obligations and Disclosure Requirements) Regulations, 2015.
• As on date, SEH and SE Holdco do not hold any equity shares of the company or exercise control.
• They confirmed they do not hold equity shares, exercise control, have special rights, or are represented on the board.
• The request letter will be placed before the Board of Directors at the ensuing meeting.
Impact: Neutral (Corporate filing regarding shareholder reclassification request.) | 144 |
