Savings Effect

LINCOLN PHARMA: Q1 SL NET PROFIT 362M RUPEES VS 277M (YOY) LINCOLN PHARMA: Q1 EBITDA 273M RUPEES VS 238M (YOY) || Q1 EBITDA MARGIN 15.5% VS 15.5% (YOY)

LARSEN & TOUBRO: CO. SECURES MEGA ORDER TO BUILD INDIA'S LARGEST NVIDIA B300 AI FACTORY IN PARTNERSHIP WITH TOGETHER AI; AI FACTORY TO POWER LARGE-SCALE TRAINING AND INFERENCE AT CHENNAI DATA CENTRE.

DELHIVERY: NEXUS VENTURES LIKELY TO SELL SOME STAKE IN DELHIVERY VIA BLOCK DEAL - TV INTERVIEWS

AMAGI MEDIA LABS: Q1 CONS NET PROFIT 339M RUPEES VS 39M (YOY) AMAGI MEDIA LABS: Q1 EBITDA GAIN 298M RUPEES VS LOSS 12M (YOY) || Q1 EBITDA MARGIN 6.82%

*THYOCARE SAYS* PROMOTER PLEDGE HAS BEEN REMOVED NO MORE STAKE SALE, PARENT STAKE WILL STAY AT 51% Q1 GROWTH AT 26% (AHEAD OF GUIDANCE OF 20%) WILL LIKLEY REVISE GUIDANCE UPWARDS ON TOPLINE POST Q2

YOKOHAMA TARGETS DEEPER OEM TYRE PARTNERSHIPS IN INDIA, WITH ₹3,000+ CR INVESTED IN VISAKHAPATNAM AND PLANS TO EXPAND SUPPLIES TO MARUTI SUZUKI AND PREMIUM VEHICLE MAKERS ( MARUTI SUZUKI )

PAYTM: CO CEO VIJAY SHEKHAR SHARMA, CFO GET SEBI NOTICE OVER TIMING OF 2023 LOAN DISCLOSURE || THE REGULATOR HAS SOUGHT RESPONSES FROM CEO VIJAY SHEKHAR SHARMA, CFO MADHUR DEORA AND OTHER KEY PERSONNEL OVER WHEN PAYTM DISCLOSED ITS DECISION TO CURB SMALL PERSONAL LOANS.

AURIONPRO SOLUTIONS: CO SECURES ANOTHER SIGNIFICANT WIN FROM A GLOBAL HYPERSCALE DATA CENTRE OPERATOR VALUED AT RS 100 CR.

JSW Dulux: Guidance - - Concall Update • Management expects EBITDA margins to be in the range of 13% to 15%, driven by crude prices. • The company's strategic vision is to become a number two player overall, aiming for the number one position in Industrial Coatings within 1 to 1.5 years, with a broader 2030-2031 vision. • For the Decorative business, the mission is to continuously gain market share and deliver absolute EBITDA. • Investments in R&D and adding approximately 160 people in sales are considered a "correction" to build a strong foundation, not an annual addition, with expectations for EBITDA margins to return to the target band. • Project Akshaya, an integration program with JSW Paints, is a three-year roadmap designed to unlock synergies, reduce duplication, and fund growth initiatives.

BANK OF AMERICA TO INVEST UP TO ₹18,268 CRORE ($1.9 BILLION) FOR A 49.9% STAKE IN JIO CREDIT, CREATING A MAJOR GLOBAL-LOCAL LENDING PARTNERSHIP TO ACCELERATE JIO FINANCIAL’S EXPANSION IN INDIA - ET

JSW Dulux: Guidance - - Concall Update • Management expects EBITDA margins to be in the range of 13% to 15%, driven by crude prices. • The company's strategic vision is to become a number two player overall, aiming for the number one position in Industrial Coatings within 1 to 1.5 years, with a broader 2030-2031 vision. • For the Decorative business, the mission is to continuously gain market share and deliver absolute EBITDA. • Investments in R&D and adding approximately 160 people in sales are considered a "correction" to build a strong foundation, not an annual addition, with expectations for EBITDA margins to return to the target band. • Project Akshaya, an integration program with JSW Paints, is a three-year roadmap designed to unlock synergies, reduce duplication, and fund growth initiatives. BANK OF AMERICA TO INVEST UP TO ₹18,268 CRORE ($1.9 BILLION) FOR A 49.9% STAKE IN JIO CREDIT, CREATING A MAJOR GLOBAL-LOCAL LENDING PARTNERSHIP TO ACCELERATE JIO FINANCIAL’S EXPANSION IN INDIA - ET

KP Energy: Guidance - - Concall Update • For FY27, management revised its top-line growth guidance to 30% to 40%, down from an earlier 40% to 50% projection, citing a cautious outlook due to on-ground situations like right-of-way protests. • The KP Group aims for 10 gigawatts of capacity by 2030, covering both KPI Green and KP Energy, and is nearing this target, with a revised group target and company-specific targets to be published soon. • The IPP segment is expected to see a top-line increase of approximately INR 200 crores from two new projects, with partial commissioning potentially generating revenue within one year. • The company anticipates reaching 100 megawatts of IPP capacity by the end of FY27, with a total projected IPP capacity of 248.5 megawatts (48.5 MW existing plus 200 MW new projects).

AIA Engineering: Guidance - - Concall Update • Management did not provide specific tonnage guidance for FY'27, stating they need more clarity from ongoing trials and asked investors to wait another quarter for exact figures. • The company's target remains much bigger growth and increased volume, with trials showing decent responses despite technicalities. • While management generally does not provide margin guidance, the operating margin guidance continues at 20% to 22%. • FY'27 CapEx guidance has been increased from INR130 crores to INR350-400 crores, with INR170-200 crores for a new corporate house and INR50-100 crores for additional land.

MSCI: BILLIONBRAINS GARAGE, LAURUS LABS, LENSKART SOLUTIONS, ADANI ENERGY SOLUTIONS ADDED TO MSCI INDIA INDEX MSCI: ASTRAL, BALKRISHNA INDUSTRIES, SBI CARDS AND PAYMENT TO BE REMOVED FROM MSCI INDIA INDEX

HEG LIMITED: CO. HAS ENTERED INTO A MEDIA SERVICES AGREEMENT WITH ADFACTORS PR PRIVATE LIMITED FOR PROVIDING PUBLIC RELATIONS AND MEDIA COMMUNICATION SERVICES TO THE COMPANY.

RAYMOND REALTY: CO HAS INCORPORATED TEN X MAHALAXMI LIMITED (TXML) AS A UNIT, TO UNDERTAKE NEW REAL ESTATE PROJECTS, PARTICULARLY UNDER THE REDEVELOPMENT MODEL

GE POWER INDIA: CO. RECEIVES NOTICE OF AWARD FOR SHOAIBA FUEL CONVERSION PROJECT IN SAUDI ARABIA VALUED AT RS. 550 CRORE

THE EMIRATI ROYAL JET (A6-RJA) TRAVELED TO TEHRAN TODAY, HAVING ALSO TRAVELED THERE YESTERDAY AND RETURNED TO THE UAE AFTER ONE HOUR, WITH THE AIRCRAFT USED BY EMIRATI GOVERNMENT OFFICIALS AND NO OFFICIAL INFORMATION RELEASED ON THE PURPOSE OF THE TRIP - FARS NEWS CITING AIR NAVIGATION DATA

TRUMP SAYS KAROLINE LEAVITT WILL BE DEPARTING HER ROLE AT THE END OF THE MONTH SO SHE CAN SPEND MORE TIME WITH HER FAMILY

NASDAQ COMPOSITE UNOFFICIALLY ENDS SESSION HIGHER BY 133.32 POINTS, OR 0.50 PERCENT, FINISHING AT 26,578.77 S&P 500 INDEX UNOFFICIALLY ENDS SESSION HIGHER BY 21.24 POINTS, OR 0.27 PERCENT, FINISHING AT 7,749.44 DOW JONES INDUSTRIAL AVERAGE UNOFFICIALLY ENDS SESSION LOWER BY 29.14 POINTS, OR 0.05 PERCENT, FINISHING AT 53,762.71