VLuxe Investments

FII/DII (2nd Sept) News: @VLuxeLive IG: https://instagram.com/vluxeinvests

🌅 2 Sep 2026 — VLuxe Morning Brief ⭐ Gland Pharma: USFDA completed its inspection of the Visakhapatnam sterile-oncology formulations and API facilities with zero Form 483 observations 👉🏻 Adani Green: Commissioned 139 MW solar capacity at Khavda, taking operational renewable capacity to 20,280.8 MW alongside 3,551 MWh of battery storage. 👉🏻 Sical Logistics: Won a ₹534.73 Cr, 5-year Central Coalfields contract for overburden removal and coal extraction in Jharkhand 👉🏻 EPL: Blackstone-owned Epsilon Bidco exited its entire 26.38% stake for ₹2,032.33 Cr at ₹240.57 per share; institutions absorbed at least 10.5% equity. 👉🏻 NMDC: August iron-ore production rose 20.8% YoY to 4.07 MT, while sales increased 5.6% to 3.58 MT. 👉🏻 Wipro: Renewed its AI-enabled digital-workplace services contract with ABB; though no contract value was disclosed. 👉🏻 ARSS Infrastructure: Secured a ₹130.53 Cr East Coast Railway order 👉🏻 2 Sep 2026 — Market Setup: Brent climbed to $95.52 after fresh US–Iran strikes, intensifying risks for India’s rupee, inflation, interest-rate outlook and crude-sensitive sectors. #Gland #AdaniGreen #NMDC #OilPrices #StockMarketIndia

FII/DII (1st Sept) News: @VLuxeLive IG: https://instagram.com/vluxeinvests

📡 IZMO: Begins Production Shipments of Indigenous 40 GHz RF Semiconductor Package for Defence Applications 👉🏻 Development: izmo Microsystems developed an indigenous high-frequency RF QFN semiconductor package 👉🏻 Capability: Designed for semiconductor devices operating at frequencies up to 40 GHz 👉🏻 Commercialisation: Successful assembly/electrical validation completed; production shipments have commenced 👉🏻 Applications: Radar, electronic warfare, secure communications, aerospace and satellite communications 👉🏻 Scale-Up: Manufacturing processes established to support higher production as customer requirements grow #IZMO #Semiconductors #DefenceElectronics #MakeInIndia #SemiconIndia

#SMLMAH #BajajAuto #Escorts #Mahindra

🌅 1 Sep 2026 — VLuxe Morning Brief ⭐ ITC Infotech–Happiest Minds: ITC Infotech will acquire 22.1% promoter equity for ₹1,329.72 Cr before merging the companies. Happiest Minds shareholders receive 25 ITC Infotech shares for every 81 held; the combined listed entity targets $1 billion revenue by FY28. 👉🏻 E2E Networks: Signed a binding term sheet worth ₹1,000 Cr with an Indian sovereign-AI company for NVIDIA Blackwell cloud GPUs and allied services through June 2029 👉🏻 Milky Mist Dairy: Q1 revenue rose 43.6% YoY to ₹973.45 Cr, while PAT increased nearly ninefold to ₹65 Cr as volumes and margins improved. 👉🏻 PVR INOX: Approved a ₹300 Cr tender buyback covering 2.11% equity at ₹1,450/share 👉🏻 GRT Jewellers–TBZ: GRT will acquire a 74.12% controlling stake in Tribhovandas Bhimji Zaveri for up to ₹1,033.71 Cr; the proposed deal includes a mandatory open offer. 👉🏻 Lux Industries: Proposed a three-way demerger; shareholders will receive one share each in Lux & Cozi and Lux Global for every Lux Industries share held, subject to approvals. 👉🏻 Fortis Healthcare: Court-ordered forensic audit revives scrutiny of former-promoter transactions and IHH’s controlling-stake acquisition; neither Fortis nor IHH has been penalised. 👉🏻 Market Setup: Brent crossed $91 and Fed rate-hike odds rose to around 65%, increasing pressure on India’s rupee, inflation outlook and crude-sensitive sectors. 👉🏻 MSCI Rebalance: NSE’s closing auction recorded ₹39,718 Cr turnover, highlighting the potential for index-driven closing volatility unrelated to fundamentals. #HappiestMinds #ITC #E2ENetworks #PVRINOX #StockMarketIndia

📊 NSE Closing Auction Session Records ₹39,718 Cr Turnover on First Index Rebalancing Day 👉🏻 CAS Turnover: ₹39,718 Cr, accounting for 22% of NSE cash-market turnover 👉🏻 Market Share: NSE captured 99.9% of Closing Auction Session turnover 👉🏻 Participation: Over 98,000 unique investors participated in the session 👉🏻 Rebalancing Impact: Turnover surged ~42x, driven by MSCI August 2026 Index Review 👉🏻 First Month: Cumulative CAS turnover reached ₹63,000 Cr with 98.2% market share #NSE #ClosingAuction #MSCI #CapitalMarkets #MarketStructure

#LionelMessi announces retirement from international #football

📊 August 2026 | Nifty Falls 1.2% Despite ₹50,736 Cr Net Institutional Buying to close at 24,080.40💠 👉🏻 FII: Net sellers of ₹7,532 Cr during August 👉🏻 DII: Strong net buying of ₹58,268 Cr during the month 👉🏻 Net Flow: Institutional buying stood at ₹50,736 Cr 👉🏻 Nifty 50: Fell 1.2% in August, closing at 24,080.40 👉🏻 FY27 YTD: 💠FII sold ₹1.88 Lakh Cr 💠DII bought ₹3.13 Lakh Cr 💠FY27 Net Flow: Positive ₹1.24 Lakh Cr 💠Nifty up 7.8% so far #Nifty50 #FII #DII #IndianMarkets #MarketFlows

FII/DII (31st Aug) News: @VLuxeLive IG: https://instagram.com/vluxeinvests

🌅 VLuxe Morning Brief | 31 Aug 2026 ⭐️ 28 Aug 2026 — Jio Platforms: Received SEBI’s observation letter on its IPO DRHP, clearing an important regulatory step and moving Reliance Industries’ biggest potential value-unlocking event closer. 👉🏻 29 Aug 2026 — HDFC Bank: MD & CEO Sashidhar Jagdishan will retire on 26 October and not seek reappointment; succession uncertainty becomes the key near-term overhang. 👉🏻 28 Aug 2026 — Max Estates: Acquiring entities holding 84.71 acres in West Delhi via a ₹420.2 Cr share swap; estimated GDV is ₹10,000–12,000 Cr. 👉🏻 28 Aug 2026 — Clean Max: Approved a term sheet to procure 310 wind turbines totalling 1,550 MW through phased agreements up to December 2028. 👉🏻 28 Aug 2026 — Tata Chemicals: US subsidiary won customer contracts covering over 500,000 tonnes of soda ash through 2028, expected to generate more than $110 million. 👉🏻 28 Aug 2026 — Axiscades Technologies: Will acquire up to 90% of precision-engineering company Cloud Wave Technologies for approximately ₹234 Cr. 👉🏻 28 Aug 2026 — Ashoka Buildcon: Secured a ₹602.16 Cr RVNL electromechanical-system order, adding executable revenue visibility. 👉🏻 28 Aug 2026 — Avantel: Won a ₹117.88 Cr DRDO contract for a ground-segment voice and data communication hub. 👉🏻 28 Aug 2026 — Aurobindo Pharma: API Unit VI inspection ended with three USFDA observations described as procedural; remediation and final status remain monitorables. 👉🏻 28 Aug 2026 — Cipla: USFDA classified InvaGen Unit 3 as VAI, signalling issues requiring correction but no immediate official action. 👉🏻 28 Aug 2026 — Lenskart: Alpha Wave’s reported block was completed—1.7% sold for ₹1,856.8 Cr at ₹630, fully absorbed by 33 institutional investors. 👉🏻 28 Aug 2026 — Hero MotoCorp: Completed the ₹1,758.24 Cr purchase of an additional 3.01% in Ather Energy, confirming Friday’s proposed investment. 👉🏻 31 Aug 2026 — Market Setup: Brent rebounded to around $90 and Fed rate-hike odds rose to nearly 60%, pressuring the rupee and India’s crude-sensitive sectors. 👉🏻 31 Aug 2026 — MSCI Rebalance: Adani Energy Solutions and Groww may see passive inflows; Reliance Industries and Jio Financial could face outflows and closing-auction volatility. #RelianceIndustries #HDFCBank #MaxEstates #DefenceStocks #StockMarketIndia

🌐 Sterlite Technologies Signs ₹2,717 Cr Long-Term Optical Fibre Contract with Global Hyperscaler 👉🏻 Client: Leading international hyperscaler; identity not disclosed 👉🏻 Deal Value: $288 Mn (~₹2,717 Cr) 👉🏻 Scope: Supply of high-density optical fibre cable products 👉🏻 Timeline: Three years from CY27–CY29; extendable by two years 👉🏻 Purchase orders to be released periodically throughout contract period #STLTECH #SterliteTechnologies #OpticalFibre #DataCenters #OrderWin

📊 Nifty Falls 0.31% this week to close at 24,175.65 👉🏻 FII: Net sellers of ₹2,060 Cr during the week 👉🏻 DII: Strong net buying of ₹19,310 Cr 👉🏻 Net Flow: ₹17,250 Cr 👉🏻 Nifty 50: Ended at 24,175.65, down 0.31% weekly #Nifty50 #FII #DII #IndianMarkets #MarketFlows

FII/DII (28th Aug) News: @VLuxeLive IG: https://instagram.com/vluxeinvests

💰 Federal-Mogul Goetze Declares ₹94/Share Dividend (17.25% Yield at ₹545 CMP) 👉🏻 Interim Dividend: ₹7.50 per equity share 👉🏻 Special Dividend: ₹86.50 per equity share 👉🏻 Total Dividend: ₹94/share, equivalent to 17.25% of CMP 👉🏻 Record Date: September 4, 2026 👉🏻 Payment: On or before September 25, 2026 #FederalMogulGoetze #FMGOETZE #Dividend #SpecialDividend