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VLuxe Investments

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Live Breaking News: @VLuxeLive Research-focused updates on Indian equities & markets. Company analysis, earnings insights, investment themes & key developments. Curated updates! No paid tips or stock calls. X & Instagram: @vluxeinvests

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05 September+1
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03 September+5
02 September+5
01 September+3
Channel Posts
Global strength fails to rub off on Nifty; ends the week near 23,900
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Global strength fails to rub off on Nifty; ends the week near 23,900

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📊 This Week Nifty Falls 1.15% to close at 23,897.70 👉🏻 FII: Net sellers of ₹5,612 Cr during the week 👉🏻 DII: Strong net
📊 This Week Nifty Falls 1.15% to close at 23,897.70 👉🏻 FII: Net sellers of ₹5,612 Cr during the week 👉🏻 DII: Strong net buying of ₹23,156 Cr during the week 👉🏻 Net Flow: +₹17,544 Cr for the week 👉🏻 Nifty 50: Fell 1.15% for the week, closing at 23,897.70 #Nifty50 #FII #DII #IndianMarkets #MarketFlows
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FII/DII (4th Sept) News: @VLuxeLive IG: https://instagram.com/vluxeinvests
FII/DII (4th Sept) News: @VLuxeLive IG: https://instagram.com/vluxeinvests
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Dhoot Transmission Ltd Follow @VLuxeLive for more details #DHOOTTRANS
Dhoot Transmission Ltd Follow @VLuxeLive for more details #DHOOTTRANS
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🚀 ESDS Software: Doubles On Listing; Management Targets ₹400 Cr PAT In FY27 & ₹700 Cr In FY28 👉🏻 Listed at ₹757 vs ₹429 issue price; later hit ₹908.40 upper circuit 👉🏻 FY26 PAT stood at ~₹121 Cr, making management’s profit aspiration highly aggressive 👉🏻 FY27 PAT aspiration: ₹400 Cr | FY28: ₹700 Cr 👉🏻 Order funnel: ~$14 Bn, offering significant medium-term growth visibility 👉🏻 Government contributes ~27% of sales currently; targeted below 10% as other segments scale 👉🏻 ₹720 Cr fresh IPO proceeds largely earmarked for servers, storage, networking & data-centre infrastructure 👉🏻 Key monitorables now: funnel conversion, capex utilisation, margins and execution against elevated expectations #ESDS #DataCenters #CloudComputing #AI #IPO
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#Corporate #Announcements: Summary+5
#Corporate #Announcements: Summary
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⚡ SEBI to review derivative expiry settlement-price methodology after feedback on Closing Auction Session (CAS) 👉🏻 CAS was
⚡ SEBI to review derivative expiry settlement-price methodology after feedback on Closing Auction Session (CAS) 👉🏻 CAS was introduced in the equity cash segment from 3 Aug 2026 to determine closing prices. 👉🏻 These CAS-derived closing prices currently also form the basis for settlement of derivative contracts on expiry. 👉🏻 Following the first month of implementation, SEBI says it received significant feedback from exchanges, brokers, proprietary traders, mutual funds, FPIs and other market participants. 👉🏻 A key concern relates specifically to using the CAS closing price for derivative expiry settlement. 👉🏻 SEBI is now considering changes to the settlement-price methodology and expects to issue a consultation paper in about a week. 📌 Potentially important for Nuvama, Angel One, Groww and BSE, given their exposure to derivatives trading activity and market infrastructure. #SEBI #Derivatives #CapitalMarkets #BSE #Broking
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FII/DII (3rd Sept) News: @VLuxeLive IG: https://instagram.com/vluxeinvests
FII/DII (3rd Sept) News: @VLuxeLive IG: https://instagram.com/vluxeinvests
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#Corporate #Announcements: Summary+2
#Corporate #Announcements: Summary
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📊 Bulk Deals | Wonder Electricals Sees ₹11.55 Cr Fund Buying; JM Financial ARC Sells ₹26.04 Cr Alok Industries Stake 👉🏻 Al
📊 Bulk Deals | Wonder Electricals Sees ₹11.55 Cr Fund Buying; JM Financial ARC Sells ₹26.04 Cr Alok Industries Stake 👉🏻 Alok Industries: JM Financial ARC sold 3.50 Cr shares at ₹7.44, worth ₹26.04 Cr 👉🏻 Wonder Electricals: Nexus Global Opportunities Fund bought 15.23 lakh shares at ₹75.85, worth ₹11.55 Cr 👉🏻 Annu Projects: Chanakya Opportunities Fund sold 6.69 lakh shares; multiple buyers acquired shares at ₹72 👉🏻 RBZ Jewellers: Geetanshu Lodha sold 4.11 lakh shares at ₹174.18, worth ₹7.17 Cr 👉🏻 Sanginita Chemicals: Jayeshkumar Shah sold 10.87 lakh shares at ₹58.64, worth ₹6.38 Cr #BulkDeals #AlokIndustries #WonderElectricals #RBZJewellers
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💰 Pine Labs Sees ₹550 Cr Block Deal as Alpha Wave Exits 3.07% Stake; Aster DM & Shreeji Shipping Also See Stake Transfers 👉
💰 Pine Labs Sees ₹550 Cr Block Deal as Alpha Wave Exits 3.07% Stake; Aster DM & Shreeji Shipping Also See Stake Transfers 👉🏻 Pine Labs: Alpha Wave Ventures II sold 3.55 Cr shares (3.07%) at ₹155.10 👉🏻 Institutional Buyers: ICICI Pru Life, Goldman Sachs, Societe Generale, Norges Bank & others absorbed entire ₹550 Cr stake 👉🏻 Aster DM: Centella Mauritius sold 46.10 lakh shares (0.53%) for ₹350 Cr at ₹760 👉🏻 Promoter Group: Union (Mauritius) Holdings acquired entire Aster DM block 👉🏻 Shreeji Shipping: Two sellers offloaded 10.98 lakh shares for ₹70.85 Cr 👉🏻 Buyer: Unity Associates acquired the entire 0.67% Shreeji Shipping stake #PineLabs #AsterDM #ShreejiShipping #BlockDeals #InstitutionalInvestors
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#Hyundai #AtulAuto+1
#Hyundai #AtulAuto
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#TVSMotor #ASHOKLEY #FORCEMOT #TMPV #TataMotors #TMCV #Maruti #EicherMot #HeroMotoCo+8
#TVSMotor #ASHOKLEY #FORCEMOT #TMPV #TataMotors #TMCV #Maruti #EicherMot #HeroMotoCo
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🏗 India’s Data Centre Industry Could Attract $200 Bn Investment as AI & Cloud Demand Accelerates 👉🏻 Investment Potential: Around $200 Bn highlighted for India’s data centre sector 👉🏻 AI Demand: Hyperscalers drove over 80% of H1 2026 data centre absorption 👉🏻 Power: Focus on reliable supply, dual feeders & renewable energy procurement 👉🏻 Land: Government-industry talks push DC-ready land banks and power-ready parcels 👉🏻 Approvals: Single-window clearances targeted to reduce project timelines 👉🏻 Policy: National Building Code 2026 now specifically recognises data centres #DataCenters #AIInfrastructure #DigitalInfrastructure #CloudComputing #IndiaInvestments
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🇮🇳 India’s Sovereign Credit Rating Upgraded to ‘A-’ from ‘BBB+’ by Japan Credit Rating Agency 👉🏻 Rating: JCR upgrades lon
🇮🇳 India’s Sovereign Credit Rating Upgraded to ‘A-’ from ‘BBB+’ by Japan Credit Rating Agency 👉🏻 Rating: JCR upgrades long-term foreign & local currency ratings by one notch 👉🏻 Outlook: Stable; India’s country ceiling also raised to ‘A’ 👉🏻 Growth: FY26 GDP grew 7.8%; Q1 FY27 maintained 7.8% growth 👉🏻 Fiscal: Centre’s fiscal deficit improved to 4.4% in FY26 from 4.7% 👉🏻 Drivers: Resilient growth, improving fiscal quality, stronger financial system & external position 👉🏻 Rating Momentum: Follows sovereign upgrades by DBRS, S&P and R&I #India #SovereignRating #JCR #IndianEconomy #CreditRating
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