Kalkamarket Investment 🚀

💹 LTM PARTNERS WITH IBM & RED HAT FOR AI-DRIVEN SOFTWARE REMEDIATION • Partners with IBM & Red Hat on the Lightwell platform • Focus on AI-driven vulnerability remediation and secure open-source software supply chains • LTM to provide remediation strategy, dependency analysis, risk prioritization & DevSecOps support • Partnership aims to help enterprises fix vulnerabilities faster without disrupting critical applications

📊 COCHIN SHIPYARD – ₹1,800 Cr ISRF JV WITH DRYDOCKS WORLD • Approves 50:50 JV with Drydocks World Dubai for operating Kochi’s International Ship Repair Facility (ISRF) • ISRF to be transferred to JV for ₹1,800 Cr on slump sale basis • CSL to receive 50% cash + 50% JV shares • JV aims to expand ship repair capacity and adopt global best practices • Approvals from Cochin Port Authority, Government & shareholders pending

💹 NLC INDIA • NLC India Renewables secures 200 MW wind power project from SJVN • Project awarded through tariff-based competitive bidding • Part of SJVN’s tender for 600 MW ISTS-connected wind power projects • Expands NLC India’s renewable energy portfolio & clean-energy pipeline

✅ WATERWAYS LEISURE TOURISM – CORDELIA SKY TO SAIL FROM MUMBAI • New cruise ship Cordelia Sky to begin sailing from Mumbai in October • Features 10 dining venues, 11 bars & lounges, 2 pools and 5 hot tubs • Offers pickleball, cricket, fitness centre, spa, live entertainment & gaming • Can accommodate 2,004 guests across 1,002 staterooms

💹 SML MAHINDRA AUGUST BUSINESS UPDATE Total CV Production At 1,045 Units Vs 1,280 Units, down 18.4% YoY Total Sales At 815 Units Vs 1,095 Units, down 25.6% YoY Total Exports At 27 Units Vs 80 Units down 66.3% YoY

💹 DEEP INDUSTRIES | ₹88.15 Cr ORDER FROM ONGC 🛢 • Received Letter of Award from Oil & Natural Gas Corporation (ONGC) • Order for hiring of gas compression services at Balol GGS-1, Mehsana Asset • Order value: ~₹88.15 Cr • Execution period: 3 years • Domestic order • Promoter/promoter group has no interest in the awarding entity

Warning! Some Global ETFs are going beserk in Indian markets.. These are some of them Huge jump in daily traded prices and huge premium to underlying NAVs...

FII FLOWS

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📊 RAJSHREE SUGARS : AUGUST SUGAR PRODUCTION UP ~25%; SALES SURGE ~60% • Cane crushing across 3 units rose ~25.7% YoY to ~2.68 lakh MT. • Sugar production increased ~24.5% YoY to ~20,391 MT. • Sugar sales surged ~60.1% YoY to ~11,873 MT. • Cumulative cane crushing up ~29.4% YoY to ~11.93 lakh MT; sugar production up ~34.9% to ~1.03 lakh MT. • Cumulative sugar sales rose ~24.6% YoY to ~95,171 MT. • August power generation stood at ~284.3 lakh units, with ~172.8 lakh units exported to the grid.

💹 NEULAND LABORATORIES : ₹126 CR CAPEX FOR 134 ACRES LAND ACQUISITION • Board approved ₹126 Cr capex for purchase of approximately 134 acres of land at Auro Industrial City, Kakinada, Andhra Pradesh. • Company has Right of First Refusal for an additional ~66 acres, potentially taking the total land parcel to ~200 acres. • Land to be used for future expansion. • Funding: Internal accruals. • Investment: ₹126 Cr.

💹 RVNL : WINS ₹903 CR ORDER FROM SJVN THERMAL ⚡️ • Received order from SJVN Thermal Private Limited, a wholly owned subsidiary of SJVN. • Order value: ₹903.01 crore including GST. • Scope includes construction of a permanent siding with an aerial track connection from the plant boundary to Chausa and Pawani Kamarpur in Buxar, Bihar. • Project is part of the 1,320 MW Buxar Thermal Power Project. • Order awarded by a domestic entity. • No promoter/promoter group interest in the awarding entity.

💹 GOODLUCK INDIA : ASHOK KUMAR VASHISHT DESIGNATED AS KMP • Ashok Kumar Vashisht designated as Key Managerial Personnel (KMP) of the company. • Effective from September 5, 2026, as decided by the Board. • He brings 28+ years of corporate experience across leading Indian & global MNCs. • His expertise includes Finance, FP&A, Financial Reporting, Taxation, Audits, Governance & Risk Management.

💹 REFEX RENEWABLES : WINS 80 MW WIND POWER PROJECT • Received Letter of Award from SJVN Limited for development of an 80 MW wind power project in Kurnool, Andhra Pradesh. • Power to be supplied under a 25-year PPA at discovered tariff of ₹3.88/unit. • Project scheduled for commissioning within 24 months from the effective date of PPA. • No fixed order value disclosed; revenue will accrue based on power supplied over the PPA tenure.

📊 BDL: INDIA IS WORKING ON INTEGRATING THE RVV-BD LONG-RANGE AIR-TO-AIR MISSILE WITH ITS SU-30 MKI FLEET, POTENTIALLY GIVING THE IAF A MAJOR BOOST IN BEYOND-VISUAL-RANGE AIR COMBAT CAPABILITY.

#AD 🚀 BUY CALL – SPICE LOUNGE FOOD WORKS LTD BSE: SPICELOUNG PLACE ORDER AT 📊 CMP: ₹28.47 🔥 Setup: Breakout + Momentum 📈 Trade Setup 🟢 Buy: ₹28.47 🎯 T1: ₹42 | 🎯 T2: ₹50 🚨 SL: ₹22.50 💡 Fundamentals ▪️ MCap: ₹1,800 Cr (Small-cap) ▪️ Profit: +72% YoY (₹9.69 Cr) ▪️ Revenue: +53% (₹162 Cr) ▪️ Promoter: 64.4% Holding 👍 ▪️ Strong Order Book ✅ 🚫 Buy Sell Recommendation.. Do your own Analysis & Research before investing