Maitra Shares and Commodities

*News Headlines from Business News Agencies:* *Business Standard* 📝 GIFT-IFSC based funds' commitment crosses $45 billion, shows data 📝 Construction costs rise 34%, housing prices 59% in 5 years: Anarock 📝 ASK Property Fund commits ₹300 crore to two Ghaziabad housing projects 📝 Mumbai redevelopment share in housing sales rises to 15%: JLL-Naredco 📝 RBI's Murmu urges NBFCs, HFCs to diversify funding, strengthen liquidity 📝 Sebi proposes net settlement of cash market trades for mutual funds 📝 Beams Fintech Fund leads ₹215 crore investment in MSME lender BNF 📝 Uttar Pradesh fast-tracks acquisition of 25,000 hectares near expressways 📝 Cradlewise raises $12 million in Series A round led by 3one4 Capital 📝 VLCC raises ₹110 crore from BlackSoil Capital to support expansion 📝 Maharashtra sees over $300 bn investment interest in data centres 📝 Services PMI rises to 54.1 in August as output and employment pick up *Economic Times*   📝 Govt unveils strategic blueprint on defence diplomacy that outlines India's vision for next decade 📝 EV subsidies to end in coming years, auto companies must prepare: Heavy Industries Secy 📝 NIELIT, Intel India launch Agentic AI skilling programmes for youth across India: MeitY 📝 Aditya Birla Sun Life Flexi Cap Fund turns Rs 10,000 monthly SIP to over Rs 7 crore in 28 years 📝 Retail sugar price drops 3.85% to Rs 62.57/kg in a week: Govt data 📝 Liquidity management, asset quality among pillars for NBFC growth: RBI DG 📝 RPG Life Sciences subsidiary acquires Raghava Life Sciences' API biz for Rs 135 cr 📝 Slice closes $100 million round as valuation more than halves to $470 million 📝 PC Jeweller clears debt to ninth consortium bank, eyes debt-free status this month 📝 Carlyle-backed VLCC raises Rs 110 crore from BlackSoil to fund growth 📝 Russian Sber bank works towards expansion in India 📝 GE Aerospace delivers 3 more F404 engines to HAL for LCA Tejas Mk1A in August *Mint* 📝 India Inc’s earnings recovery hits a margin test 📝 Kotak Alternate names Pushkar Jauhari as CEO for PE, VC arm 📝 JSW Jetour T2 PHEV set for India launch in 2027 📝 Goyal calls for nationwide push to unlock export benefits under FTAs 📝 SpiceJet to fly 200 flights daily, finalises lease deal for 20 aircraft 📝 FSSAI plans nationwide ban on analogue paneer ahead of festive season 📝 RBI deputy governor urges NBFCs to diversify funding resources 📝 Boeing’s $8.4 billion deal is bleeding red ink 📝 Credlix crosses $1 bn in export financing for MSMEs, targets $10bn in five years 📝 FLY91 Places order for 40 ATR 72-600 Aircraft Valued At $1 Billion

BTST Buy DBOL above 130.5 with SL 125, Target 140

Buy and Hold TARSONS/ Tarsons Products Limited cmp 342.1 Short Term Targets 354-365-375-383-410-437-458-464- Mid to long term 473-488-491-495-500-521-526+ Sl weekly closing below 287

BUY BEML BETWEEN 1950-1960 SL 1890 TGT 2090 FOR 5-7 SESSIONS. Consolidation range breakout followed by a pivot formation near the neckline, respecting 20EMA. Up move likely.

BTST Buy ELIN above 102 with SL 98, Target 110

Intraday Buy TECHNOCRAF Near 361--65 SL 356 TGT 372 377 384++

Delivery BUY CGPOWER BETWEEN 878-882 SL 845 TGT 947 FOR 5-7 DAYS Broke out above the declining trendline, forming a buying pivot indicating a likely resumption of the uptrend.

BTST Buy BAJEL above 194.8 SL 187, Target 204

*News Headlines from Business News Agencies:* *Business Standard* 📝 India's merchant fleet to get 100 ships, but ageing fleet remains a hurdle 📝 Premiumisation to drive 8-11% growth in home sales value in FY27: Icra 📝 German chipmaker Infineon takes Bengaluru office on ₹750 crore lease deal 📝 Dilip Buildcon weighs InvIT route to monetise its renewable power assets 📝 Deloitte to pay $21.5 mn to settle US workplace discrimination claims 📝 Octave Intelligence opens GCC in Hyderabad, plans workforce expansion 📝 L&T wins 13 orders since July, signalling revival in West Asia business 📝 India's rice exports to 26 priority markets outpace 3-year average 📝 Reliance Jio gets tax relief as ITAT deletes ₹11,003 cr disallowance 📝 Indian refiners widen oil search as Ukrainian attacks hurt Russian flows 📝 AI can lower price of IT projects by up to 25%, says Hexaware CEO 📝 Nomura remains bullish on OMCs despite high crude prices; prefers IOC, BPCL *Economic Times*   📝 Tea industry seeks Rs 113 crore annual package to revive Darjeeling sector 📝 M&A deals more than double as India Inc steps up growth bets: Crisil 📝 Wipro Consumer Care enters pet food market with launch of Snuggles 📝 Incubit Group plans Rs 5,000 crore India investment, eyes energy infrastructure expansion 📝 UBL’s Delhi beer business crosses Rs 250 crore run rate after distribution shift 📝 ONGC plans $200 million investment to revive Venezuela oilfield 📝 Jio Financial to launch AI-powered ‘personal CFO’, membership programme 📝 Nestle backs stricter food labelling norms, says transparency key for consumers 📝 L&T partners with French firm to market specialised road construction equipment in India 📝 Flipkart Minutes overtakes Swiggy Instamart in dark stores across top 10 cities 📝 Allcargo Logistics scales up its blue-collar workforce to cater to festive demand 📝 Medicover India hospitals to be profitable in 18 months, eyes 20-25% margins *Mint* 📝 Engineering exports jump 18% to $12.24 billion in July; US remains top market 📝 Textile firms spin smart comeback in Q1, eye strong FY27 📝 TCS revs up M&As with Porsche deal, but fails to wow 📝 HP seals multi-year Wi-Fi patent deal with US-blacklisted Huawei 📝 Avaada Electro cuts IPO size to ₹7,600 cr amid valuation, concentration concern 📝 HaystackAnalytics uses genomics to support infectious disease diagnostics 📝 Indiabulls signs deal for ₹3,700 crore Gurugram project 📝 boAt FY26 net profit rises 38 pc to ₹84.5 cr 📝 Anthropic sees $30 trillion TAM, company tells investors: Report 📝 Hyundai expansion in top gear: 26 new models to hit Indian roads by 2030

📊 Stocks in News – Key Updates 🏭 Bharat Electronics (BEL): Receives additional orders worth ₹730 crore since August 10. 📈 👔 UPL: Group COO Toshan Tamhane resigns, effective August 31. ⚠️ 🏗 Marathon Nextgen Realty: Says recent stock price movement is market-driven and continues to evaluate development opportunities. 🍔 Devyani International: Subsidiary Devyani RK has been struck off and dissolved from August 25. ⚖️ Bombay Burmah: Supreme Court recalls its earlier observation on the ₹4,655 crore lease-rent claim and grants relief to the company. 🟢 🏥 KIMS:Denies media reports of stake acquisition in Renova Hospitals, calling the reports false and baseless. ❌ ⚓️ Swan Defence: NCLT Ahmedabad approves merger of Triumph Offshore with the company. 🔄 🛣 IRB Infrastructure: Approves raising ₹351 crore through preferential issue to IRB Infrastructure Developers. 💰 🏗 IRB Infrastructure Developers: Approves amalgamation involving nine subsidiaries to simplify the group structure. 🏥 Max Healthcare: Receives a ₹165 crore tax demand, including penalty. ⚠️ 💊 Mankind Pharma: Approves absorption of Bharat Serums & Vaccines' business on a going-concern basis. 🔄 💳 Fino Payments Bank: RBI approves 3-month extension of Ketan Merchant as Interim CEO. 🧴 Emami: Reappoints Harsha Vardhan Agarwal as MD & Vice Chairman for five years. ✅ 🚗 Samvardhana Motherson: Subsidiary starts production at its Pune facility, manufacturing PCBAs, ECUs and other electronic products. 🏭 👔 Redtape: Shareholders approve reappointment of Shuja Mirza as MD for five years. ✅ 🏘 NITCO: Enters JV with The House of Abhinandan Lodha for a 40-acre Alibaug project with expected revenue potential of ₹4,500 crore over five years. 🚀 🏗 Star Cement: Q1 cement sales volume rises 7% YoY, while realisations increase 1.2% YoY. Margins impacted by higher diesel prices. 📊 ⚖️ Reliance Communications: PMLA authority confirms provisional attachment of properties worth ₹582 crore. ⚠️ 🏢 Keystone Realtors: Approves fundraising of ₹405 crore through NCDs. 💰 💰 Jio Financial Services: JioBlackRock Liquid Fund AUM crossed ₹10,000 crore in April 2026; retail fund-management entity established in GIFT City. 🚀 🚇 Titagarh Rail Systems: Signs MoU with Siemens for global metro projects. 🌍 🧪 Deepak Nitrite: Subsidiary allots 95 lakh optionally convertible preference shares worth ₹95 crore to Deepak Phenolics. 💰 💊 Senores Pharma: Plans to incorporate subsidiaries in Canada and Mexico. 🌎 ⚡️ Tata Power: Singapore court dismisses company's challenge against an arbitral award; company plans to appeal. ⚖️ 💰 Ravindra Energy: Issues a ₹41 crore corporate guarantee. 🏭 Vedanta Iron & Steel: ROC closes legacy adjudication proceedings against ESL Steel related to FY16–FY18 disclosures. ✅ 🛣 G R Infraprojects: Receives ₹322 crore tax demand from Indore tax authority. ⚠️ 🍔 Devyani International: Terminates Sapphire Foods stake-sale pact; merger with Sapphire Foods to continue. 🔄 💵 Mold-Tek Technologies: Declares final dividend of ₹2 per share. 💰 🎬 Prime Focus: Arm DNEG incorporates DNEG Middle East FZ LLC. 🌍 💰 Jio Financial Services: Reappoints Hitesh Sethia as MD & CEO for five years from November 15. ✅ 📉 Man Infraconstruction: Board to meet on September 1 to consider a share buyback proposal. 🔄 🧴 Time Technoplast: Approves in-principle merger with TPL Plastech, drops Ebullient Packaging acquisition and plans investment of up to ₹50 crore for 65% stake in Time Intercontinental. 🏨 Lemon Tree Hotels: Opens a 94-room hotel in Vadodara. 🏨 📈 Brightcom Group: Targets improvement in profitability, operating cash-flow conversion and earnings quality. 🏢 Rustomjee: Board approves raising up to ₹405 crore through listed NCDs via private placement. 💰 🔥 Key Stocks to Watch BEL | NITCO | Titagarh Rail Systems | Jio Financial Services | Man Infraconstruction | Tata Power | Mankind Pharma | IRB Infrastructure | Swan Defence | Star Cement 📊

POSITIONAL BUY SOLARA AT 589 SL 568 TGT 650+

*News Headlines from Business News Agencies :* *Business Standard :* 📝India is opening its satellite market, but wants room for local players 📝 Tata Sons AGM scheduled for Tuesday likely to be adjourned over Trust issue 📝 Jio-BlackRock to launch regular MF plans through distributors in India 📝 Plea concerning airfares: Fast-tracked framing of rules, Centre tells SC 📝 Govt clears 31 electronic component manufacturing proposals worth ₹7,877 cr 📝 Shabnam Sinha to succeed Sunil Bharti Mittal as Airtel Payments Bank chair 📝 Swiggy launches AI Assistant named 'Guru' for restaurant partners 📝 MCA to examine litigation funding for PUFE transactions under insolvency 📝 BSE and PHDCCI join hands to expand capital-market access for MSMEs 📝 Rising raw material costs may weigh on Pidilite's near-term margins 📝 Gorakhpur gets industrial boost with 2,000-acre township land bank 📝 Muthoot Microfin targets 40% non-JLG share as funding costs decline *Economic Times :*   📝India's state-owned KABIL expects to start lithium production in Argentina in 4-5 years 📝Lupin gets USFDA nod for generic tablets to treat excessive daytime sleepiness 📝Greaves Cotton acquires 100% stake in Excel Controlinkage 📝 India set for record soyoil imports as Russia-Ukraine war disrupts sunflower shipments 📝 Qatar launches new UPI route to send money to India 📝 Nestle looks to develop new products to serve users of weight-loss drugs 📝 Atomberg shareholders approve Rs 450-crore fresh issue, Rs 90-crore pre-IPO placement 📝 6 listed Indian REITs distribute Rs 3,136 crore to unitholders in Q1 FY27 📝 India moves counter-drone security beyond military sites with Rs 155 crore orders for mobile patrol vehicles 📝 Klydo founder Pradeep Yadav joins Snabbit as head of operations 📝 India leases 2 MQ-9B jets from US firm under Rs 1,943 crore pact 📝 Hero MotoCorp appoints Srihari Mulgund as Chief Strategy Officer 📝 India's solar module capacity surges, but upstream manufacturing lags: NITI Aayog *Mint :* 📝 India’s overall unemployment rate falls in July 📝 Nippon India Mutual Fund launches an income plus arbitrage fund of funds 📝 NCLT pulls up SpiceJet for ‘wasting court’s time’ 📝 L&T Energy Hydrocarbon Offshore secures ₹15,000 crore Middle East order 📝 Coal India weighs more iron ore bids as it plans a pelletization plant 📝 Softer reinsurance rates push GIC Re's global goal further out 📝 Anthropic IPO valuation hinges on $190-200 billion 2028 revenue forecast, sources say 📝 Ashok Leyland’s demand is on the right track, but margins lag 📝 Molbio Diagnostics shares debut at a 21% premium 📝 Dhoot Transmission makes a bumper debut, opens with a 38% premium on NSE

POSITIONAL BUY BECTORFOOD AT 245 SL 234 TGT 280+

*News Headlines from Business News Agencies :* *Business Standard :* 📝 SBI uses AI to underwrite nearly ₹1 trillion MSME loans in FY26: Amara 📝 July retail inflation marginally rises to 4.45% on higher food prices 📝 Insurance regulators weigh reforms to tackle rising medical costs 📝 El Niño drives India's July power demand to a record high: Crisil report 📝 Zetwerk planning to file IPO papers publicly, eyes raising up to $400 mn 📝 Central Bank of India mobilises $250 million under FCNR (B) window: CEO 📝 Exports up about 15% in Apr-Jul despite global uncertainties: Piyush Goyal 📝 Accel bets $550 million on India's next wave of founders for AI era 📝 N Chandrasekaran resigns as Tata Sons chairman, to stay till Feb 2027 📝 Sebi sees no manipulation in closing auction session: Tuhin Kanta Pandey 📝 Standard Chartered expects India tech hub roles to grow as AI expands 📝 NDR InvIT plans ₹750 crore issue to fund warehousing acquisitions *Economic Times :* 📝 Banks continue to garner FCNR deposits at a brisk pace 📝 Paper industry seeks immediate anti-dumping duty on paperboard imports from Indonesia 📝 Lufthansa Technik eyes Bengaluru for expansion; Patil pitches state’s aerospace ecosystem 📝 India’s EV charger network crosses 67,600 as FAME-II supports 16.7 lakh vehicles 📝 India hands over five radial laser boats to Seychelles are defence, maritime partnership deepens 📝 Security, facility management sector may grow 9-10% this fiscal: Crisil Ratings 📝 Rupee nudges up on RBI intervention; investors eye inflation data 📝 Sebi proposes to expand FPI play in commodities 📝 Head of US travel association sounds alarm on potential expansion of visa bond program 📝 Euro zone bond yields dip ahead of US CPI, heavy debt supply 📝 JSW Neo, Bhutan's DGPC ink pact to jointly develop 920 MW Punatsangchhu-III project 📝 Bank of America to deploy $250 billion for US digital, infrastructure projects *Mint :* 📝 Coal India Signs Non-binding MoU With Arcelor Mittal Nippon Steel India For Gas Supply 📝 Ola Electric gets govt nod for quarterly battery PLI subsidies till 2031 📝 HAL Q1 results 2026: Profit jumps 15% YoY to ₹1,590 crore 📝 Karnataka bans tobacco, nicotine products in historic move 📝 Coal India's SECL invites banker pitches for proposed ₹10,000 crore IPO 📝 Yulu raises funds in $93 million round for expansion, new business 📝 Boldfit seeks $80-100 million in fresh funding from PE funds 📝 Glenmark Pharma to pay $15.28 million to settle Humana antitrust litigation 📝 Oracle reportedly plans another round of job cuts 📝 UMANG records over 11 crore registered users, 798 crore transactions in three years: IT Ministry

Major NSE Index Rejig announced NSE Indices has announced its semiannual review changes, effective Sept 30, 2026 NIFTY 50 Inclusion: 1. BSE Ltd Exclusion: 1. Wipro (moves to Nifty Next 50) NIFTY 100 Inclusions: 1. BSE 2. Hitachi Energy India 3. Polycab India 4. Vedanta Aluminium Metal 5. Vodafone Idea Exclusions: 1. Indian Hotels 2. Lodha Developers 3. REC 4. Shree Cement 5. United Spirits → $741 million passive inflow expected for BSE

*News Headlines from Business News Agencies :* *Business Standard :* 📝 Govt mops up ₹45,306 cr from disinvestment, asset monetisation in FY26 📝 Highways ministry working to reduce road accident fatalities to 0: Gadkari 📝 Kharif sowing gains momentum in Rajasthan as monsoon rainfall revives 📝 Some employee data allegedly exposed, customer data unaffected: TCS 📝 E-way bill generation rises 5.98% to second-highest level in July 2026 📝 AAI gets request to waive airport-airline cross-ownership curbs: Govt 📝 New Zealand parent visa change: 90% queue, 10% ballot from October 📝 No policy restricting airport operators from running airlines: Centre 📝 Govt collects ₹10,040 crore duty on gold imports in 2.5 months after hike 📝 DBS Bank India sanctions ₹520 crore construction finance to K Raheja Corp *Economic Times :* 📝 India's Russian crude imports hit record for second straight month 📝 TRAI directs use of 1601-series for service, transactional calls by utilities, logistics cos 📝 India's peak power demand rises 12% in April-June, evening supply gap widens to 3,045 MW: Govt 📝 Zostel withdraws latest Delhi HC application against Oyo parent PRISM 📝 Centre proposes to curb powers of states to tax minerals 📝 Healthcare costs overtake job security, EMIs as top financial worry for corporate India 📝 Airtel Business, ITI partner to jointly provide digital solutions to enterprises 📝 Govt introduces bill in LS to restrict state taxes on mineral rights 📝 Hyundai targets 1 million connected cars by 2027 as software takes over India’s roads 📝 Inspectors seize thousands of Diageo whisky, vodka bottles in food safety crackdown *Mint :* 📝 Dabur challenges FSSAI '100%' ban, alleges bias; says inventory at risk: Report 📝 Strong OFS momentum puts govt within reach of FY27 asset-sale goal of ₹80,000 cr 📝 Raymond Realty doubles down on Mumbai redevelopment 📝 JioMart’s third act: Reliance’s retail muscle meets quick commerce 📝 GMR Airports to raise ₹6,500 crore for refinancing, expansion 📝 BSNL proposes ₹77,000 crore capex to add 200,000 4G sites, roll out 5G 📝 El Niño impact on rural borrowers easing as rains improve, says Muthoot Microfin 📝 Meta launches Muse Glimmer as Zuckerberg calls for fewer US AI curbs to beat China 📝 Apple explores Chinese memory chips from CXMT for iPhones, MacBooks amid global shortage

Buy TEMBO near 60-62 SL 55 TGT 68-70-72

DELIVERY BUY INDIANB BETWEEN 885-890 SL 844 TGT 940 FOR 1 WEEK Recent breakout above a declining trendline, accompanied by improving volumes and a higher high–higher low formation, reflects strengthening buying momentum.

Delivery BUY AEQUS  CMP 245.25 SL 232  TGT 270.

Intraday Buy WANBURY cmp 273 Targets 276-280-283 Sl 269