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Publicaciones del Canal
TECH IDEAS 💸💸 Buy Emcure Pharmaceauticals Ltd for the short term Cmp 1964 Target 2150 Sl 1876

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1978 🚀🚀🚀
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9% plus🚀
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IRGC SAYS HORMUZ STRAIT IS CLOSED, REQUIRES IRAN PERMIT: IRIB Nifty down 65 points form day high 🔻
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📈 Fundamental Opportunities UPDATE! 🚀 Jio Financial Services Ltd 🏭 Given at ₹ 237.37, CMP ₹ 255.70 🔥🔥🔥 3.52 % Up Today 🔥🔥 7.72% Gain in 2 Days from our recomm!! 🚀🚀🚀
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KEY DEVELOPMENT ☑️ ISRAEL–GAZA CEASEFIRE TALKS 🕊️🌍 TRUMP SAYS AGREEMENT REACHED FOR PHASED HAMAS DISARMAMENT; ISRAEL REMAINS SKEPTICAL • 🇺🇸 U.S. President Donald Trump said negotiations involving mediators and Hamas leaders in Cairo have produced an agreement for the phased disarmament of Hamas and other armed groups in Gaza, calling it a major step toward lasting peace. • 🤝 However, a Hamas source described the arrangement as a “draft agreement”, under which heavy weapons would be stored under the control of a Palestinian administration rather than handed over to Israel. Hamas has also linked disarmament to an Israeli withdrawal from Gaza. • 🇮🇱 Israel remains skeptical and has demanded complete disarmament of Hamas, removal of weapons and full demilitarization of Gaza. An Israeli official said an earlier 15-point proposal did not adequately meet these conditions. • 🏛️ The broader peace roadmap envisages civilian Palestinian governance in Gaza, increased humanitarian aid, Israeli troop withdrawal and deployment of an international stabilization force, alongside dismantling tunnels, weapons stockpiles and weapons-production facilities. • ⚠️ Despite renewed diplomatic efforts, violence continues on the ground, with Israeli strikes killing at least six Palestinians, including two children, according to Gaza health officials; Israel said it targeted Hamas militants.
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COS DEVELOPMENT ☑️ BAJAJ FINSERV LTD. 💰🏦 Q1FY27 RESULTS: REVENUE UP 19%; PBT RISES 24%; CONSOLIDATED PAT GROWS 18% 🚀 • 📈 Total Revenue increased 19.1% YoY and 9.2% QoQ to ₹42,037 Cr, reflecting healthy growth across the group's financial services businesses. • 💰 Profit Before Tax (PBT) grew 24% YoY and 28.9% QoQ to ₹8,932 Cr, indicating strong improvement in overall profitability. • 🚀 Consolidated PAT increased 18.2% YoY and 20.5% QoQ to ₹6,297 Cr, supported by continued earnings momentum across subsidiaries. • 📊 PAT attributable after Minority Interest stood at ₹3,132 Cr, registering 12.3% YoY growth and 23.4% QoQ growth. • 🏦 The quarter reflects continued earnings momentum across Bajaj Finserv's diversified financial services platform, with strong growth in both topline and profitability.
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14360 🔥🔥🔥🔥🔥
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COS DEVELOPMENT ☑️ KIRLOSKAR PNEUMATIC COMPANY LTD. ⚙️🌏 EXECUTES SPA TO ACQUIRE 99.49% STAKE IN KIRLOSKAR SOUTH EAST ASIA 🚀 • 🤝 Kirloskar Pneumatic Company has executed a Share Purchase Agreement (SPA) to acquire 99.49% of the total voting power in Kirloskar South East Asia Co. Limited (KSEA). • 🌏 The acquisition follows the Board approval received on July 21, 2026, marking the next step in completing the strategic transaction. • 📈 The transaction will give Kirloskar Pneumatic near-complete ownership of KSEA, strengthening its international presence and expanding its footprint in the South East Asian market. • 🏢 The company clarified that the detailed transaction terms and regulatory disclosures had already been provided in its earlier announcement dated July 21, 2026, with the SPA now formally executed. • 🎯 The acquisition aligns with the company's strategy of strengthening its overseas operations and enhancing long-term business synergies.
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OS DEVELOPMENT ☑️ LARSEN & TOUBRO (L&T) 🏗️🛢️ SIGNS SIX-YEAR EPC FRAMEWORK AGREEMENT WITH PETROLEUM DEVELOPMENT OMAN (PDO) 🌍 • 🤝 L&T Energy Hydrocarbon Onshore has signed a six-year Engineering, Procurement & Construction (EPC) Framework Agreement with Petroleum Development Oman (PDO), strengthening its long-standing partnership with Oman's leading oil & gas company. • 🏗️ Under the agreement, L&T has been selected as one of only four EPC contractors eligible to participate in PDO's upcoming FEED and EPC projects over the next six years. • 🌍 The company will leverage its integrated engineering, execution capabilities and global expertise to support PDO's future oil & gas infrastructure projects across the upstream, midstream and downstream segments. • 🇴🇲 L&T also reaffirmed its commitment to In-Country Value (ICV) development in Oman by creating opportunities for local suppliers, subcontractors and service providers while enhancing local capabilities. • 🚀 This strategic framework agreement further strengthens L&T's international hydrocarbon EPC business and enhances its visibility in the Middle East energy infrastructure market.
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Presenting our RAILWAY INFRASTRUCTURE & MODERNIZATION BASKET 🇮🇳 India's railway sector is entering a multi-year investment cycle, driven by modernization, freight expansion, indigenous manufacturing, and advanced signalling technologies. 1. India's railways are undergoing their biggest transformation ever with record investments in Vande Bharat trains, Dedicated Freight Corridors (DFC), station redevelopment, track electrification, signalling upgrades, metro rail expansion and logistics infrastructure. 2. The Government's long-term vision to increase rail freight share, reduce logistics costs, enhance passenger experience and strengthen indigenous manufacturing under Make in India is creating a massive opportunity across the railway value chain. 3. Strong execution of rolling stock orders, metro projects, high-speed rail, advanced signalling systems, traction equipment, wagon manufacturing and freight logistics is expected to drive robust earnings visibility for railway-focused companies over the coming years. 4. Capacity expansions, localization of critical railway technologies, rising exports, increasing private participation, and sustained government capex are positioning sector leaders for long-term structural growth. With record order books, expanding manufacturing capacities, railway electrification, metro expansion, dedicated freight corridors, digital signalling and improving execution — India's Railway Infrastructure story appears poised for a powerful multi-year growth cycle. 1️⃣ BEML Ltd (BEML) CMP: ₹1774 2️⃣ Container Corporation of India Ltd (CONCOR) CMP: ₹527 3️⃣ Kernex Microsystems (India) Ltd (KERNEX) CMP: ₹2277 4️⃣ Hind Rectifiers Ltd (HIRECT) CMP: ₹1341 5️⃣ Titagarh Rail Systems Ltd (TITAGARH) CMP: ₹825
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Buy hindalco fut 25aug Cmp 990 Target 1050++ Sl 955
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Q1 FY27 EARINNGS ESTIMATES (BLOOMBERG)
Q1 FY27 EARINNGS ESTIMATES (BLOOMBERG)
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COS DEVELOPMENT ☑️ AARTI INDUSTRIES LTD. 🧪🏭 Q1FY27 RESULTS: PAT JUMPS 260%; EBITDA UP 79%; REAFFIRMS FY27 GROWTH OUTLOOK 🚀 • 📈 Revenue from Operations increased 41% YoY to ₹2,627 Cr, while EBITDA rose 79% YoY driven by an optimized product mix, inventory gains and forex benefits despite a challenging global environment. • 💰 Profit After Tax (PAT) surged 260% YoY to ₹155 Cr, reflecting a sharp improvement in profitability and operating performance during the quarter. • 🏗️ Capex of ₹180 Cr was incurred during Q1, while the company reiterated its FY27 capex guidance of ₹700–800 Cr. Key expansion projects, including Zone IV and Chlorotoluene value chain, are expected to be commissioned in phases over the next three quarters. • 🤝 Strategic growth initiatives remain on track, with the Superform JV expected to ramp up in Q2FY27, the Re Aarti chemical recycling project progressing for H2FY27 commissioning, and PEDA & MPP products entering customer qualification. • 🌱 The company achieved the EcoVadis Platinum Rating (87/100), placing it among the top 1% of companies globally for sustainability. It also completed the Fuel Additives capacity expansion from 290 KTPA to 360 KTPA and executed 40+ GenAI use cases to improve operational efficiency. • 💬 Management remains cautiously optimistic for FY27, expecting volume recovery from Q2 onwards, supported by capacity additions, customer qualifications, operational excellence initiatives and improving demand across key end markets.
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📊 Q1FY27 RESULTS DUE TODAY | 31 JULY 2026 🔹 Key Companies to Watch: • ABB India • ITC • Maruti Suzuki • Sun Pharmaceutical • Indian Oil Corporation (IOCL) • GAIL (India) • National Aluminium Company (NALCO) • Gujarat Mineral Development Corporation (GMDC) • Shree Cement • Glenmark Pharmaceuticals 📌 Other Companies Reporting: Kajaria Ceramics, Kirloskar Brothers, LG Balakrishnan & Bros, Bajaj Holdings & Investment, Dhampur Sugar Mills, Aarti Drugs, Ram Ratna Wires, Sanghvi Movers, Jindal Worldwide, Punjab Chemicals, Nitta Gelatin, Kesoram Industries, Black Rose Industries, Taj GVK Hotels, Smartlink Holdings, Next Mediaworks, La Tim Metal & Industries and others.
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COS DEVELOPMENT ☑️ ASTRA MICROWAVE PRODUCTS LTD. 📡🛡️ BAGS ₹2,205 CRORE HAL ORDER FOR UTTAM RADAR SYSTEMS 🚀 • 📜 Astra Microwave Products has secured a ₹2,205.23 crore order (inclusive of taxes and GST) from Hindustan Aeronautics Limited (HAL) for the procurement of 122 AAAUs and 121 Interface Frames for the indigenous Uttam Radar programme. • 🛡️ The order supports the Uttam AESA Radar, a key indigenous defence programme aimed at strengthening India's fighter aircraft capabilities under the Ministry of Defence. • ⏳ The contract is scheduled to be executed over a period of five years, providing strong long-term revenue visibility and execution pipeline. • 🤝 The order has been awarded by Hindustan Aeronautics Limited (HAL), a Government of India enterprise under the Ministry of Defence, further strengthening Astra Microwave's position as a strategic defence electronics supplier. • ✅ The company confirmed that the contract is not a related-party transaction and that neither the promoter nor promoter group has any interest in the awarding entity.
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Market commentry 31-07-2026.pdf
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COS DEVELOPMENT ☑️ NATIONAL SECURITIES DEPOSITORY LTD. (NSDL) 🏦📈 Q1FY27 RESULTS: CONSOLIDATED INCOME JUMPS 62%; DEMAT MARKET SHARE & ACCOUNT ADDITIONS STRENGTHEN 🚀 • 📈 Consolidated Total Income surged 61.6% YoY to ₹560.5 Cr, while Consolidated PAT increased 9.7% YoY to ₹98.3 Cr, reflecting strong business momentum. Standalone Total Income and PAT grew 15.3% YoY and 7.9% YoY, respectively. • 👥 NSDL continued expanding its franchise with 317 Depository Participants (DPs) supported by 57,768 service centres, while adding 12.4 lakh net Beneficiary Owner (BO) accounts during the quarter. Total BO accounts reached 4.56 crore, with market share improving to 17.6%. • 📊 The company maintained its leadership with 85.8% market share in total Demat Custody Value and 71.3% market share in the Unlisted Equity segment, while its issuer base crossed 1.15 lakh issuers. • 💳 NSDL Payments Bank continued to strengthen its digital payments ecosystem, ranking among the top UPI remitter banks, while CASA customers increased 1.7x YoY to 49.5 lakh. • 🏗️ The company is restructuring its insurance repository business by transferring it to a dedicated subsidiary by December 2026, supporting focused growth in its database management business.
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COS DEVELOPMENT ☑️ MAZAGON DOCK SHIPBUILDERS LTD. 🚢⚓ Q1FY27 RESULTS: PAT RISES 22%; EBITDA UP 22%; • 📈 Revenue from Operations increased 12% YoY to ₹2,943 Cr, while Total Income grew 10% YoY to ₹3,256 Cr, reflecting healthy execution across shipbuilding projects. • 💰 EBITDA rose 22% YoY to ₹760 Cr, with continued strong operating performance supported by efficient project execution. • 🚀 Profit Before Tax (PBT) increased 21% YoY to ₹686 Cr, while Profit After Tax (PAT) grew 22% YoY to ₹550 Cr, highlighting sustained earnings momentum. The company continues to maintain a robust order pipeline and healthy execution momentum, supported by strong demand across India's defence shipbuilding sector.
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COS DEVELOPMENT ☑️ THERMAX LTD. 🌍⚙️ Q1FY27 RESULTS: ORDER BOOK REMAINS STRONG; PROFITS IMPACTED BY EXECUTION MIX & MARGINS • 📈 Order Booking increased 2.2% YoY to ₹2,809 Cr, while the Order Book expanded 23.5% YoY to a record ₹14,045 Cr, providing strong long-term revenue visibility. • 🏗️ Revenue from Operations grew 6.7% YoY to ₹2,303 Cr, reflecting continued execution across domestic and international projects. • 📉 Profit Before Tax (PBT) declined sharply to ₹42 Cr from ₹211 Cr in Q1FY26, with PBT margin contracting to 1.8% from 9.8%. • 💰 Profit After Tax (PAT) fell 85.4% YoY to ₹22 Cr, while PAT margin declined to 0.9% compared with 7.0% in the corresponding quarter last year. • 📊 Despite pressure on profitability, the company continues to maintain a healthy and growing order backlog of over ₹14,000 Cr, supporting future execution and revenue growth.
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