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DATA PATTERNS Q1: STRONG DEFENCE PIPELINE & EXPORT OPPORTUNITIES 🛡️📡 • 🎯 Building strong capabilities across Radars, Electronic Warfare and Communication Systems, strengthening its defence portfolio. • 🌍 Successfully exported Transportable PAR Radar to a European country and delivered Precision Approach Radars to the Indian Army & Navy. • 🚁 Expanding opportunities in Fire Control Radars, X-Band Radars, RF/IR Missile Seekers and UAV systems. • ⚡ Electronic Warfare portfolio gaining traction with COMINT, ELINT, Airborne Jammer Pods and SDR platforms for defence applications. • 🇮🇳 Well positioned to benefit from 'Make in India' defence procurement and growing requirements from the Army, Navy and Air Force.

*Railtel:* Q1 FY27 Net Profit at Rs. 66 crore vs Rs. 66 crore YoY.Revenue at Rs. 893 crore vs Rs. 744 crore YoY. (Neutral) *Global Health:* Q1 FY27 Consolidated Net Profit at Rs. 159 crore vs Rs. 159 crore YoY. Revenue at Rs. 1,300 crore vs Rs. 1,030 crore YoY. (Neutral) *Swiggy:* Q1 FY27 Consolidated Net Loss at Rs. 790 crore vs Net Loss of Rs. 1,200 crore YoY. Revenue at Rs. 6,800 crore vs Rs. 4,960 crore YoY. (Neutral) *NSDL:* Q1 FY27 Net Profit stood at Rs. 98 crore vs Rs. 89 crore YoY. Revenue stood at Rs. 516 crore vs Rs. 312 crore YoY. (Neutral) *Railtel:* Q1 FY27 Net Profit stood at Rs. 66 crore vs Rs. 66 crore YoY. Revenue stood at Rs. 893 crore vs Rs. 744 crore YoY. (Neutral) *Tata Steel* Net Profit at Rs 2385 crore versus est of Rs 2391 crore, Revenues at Rs 60794 crore versus est of Rs 57998 crore. (Neutral) *Indigene:* Q1 FY27 Net Profit at Rs. 116 crore vs Rs. 116 crore. Revenue at Rs. 1063 crore vs Rs. 761 crore QoQ. (Neutral) *Data Pattern:* Q1 FY27 Net Profit at Rs. 22 crore vs Rs. 25.5 crore. Revenue at Rs. 116 crore vs Rs. 99.3 crore QoQ. (Neutral) *LIC Housing:* Net Profit at Rs. 1,499 Cr Vs Rs. 1,364 Cr , NII at Rs. 2,087 Cr Vs Rs. 2,075 Cr (YoY) (Neutral) *Vedanta:* Company executive said Vedanta Aluminium is expected to contribute nearly 50% of the group's total dividend payout. (Neutral) *Union Bank of India:* Company received approval to raise up to USD 2 billion through foreign currency funds under the Medium Term Note (MTN) Programme. (Neutral) *P N Gadgil:* Launched its QIP with a floor price of Rs 640.69 per share and may offer a discount of up to 5% to the floor price. (Neutral) *Global Health:* Company approved a revised expansion plan for its Guwahati hospital, adding 650 beds with an investment of Rs. 970 crore. (Neutral) *Aditya Birla Money:* CRISIL reaffirmed the CRISIL A1+ rating on the company's Commercial Paper programme, while enhancing the issue size to Rs. 2,500 crore from Rs. 2,350 crore. (Neutral) *SJVN:* Bhupender Gupta gets a 3-month extension as Additional Chairman & Managing Director of SJVN, effective August 1. (Neutral) *Bank of India:* Revises 3-month and 1-yr lending rates. (Neutral) *Kotak Bank:* Kotak Investment Bank names Jayasankar, Mallik MD and Co-CEOs (Agencies). (Neutral) *Vedanta:* Board approves demerger of real estate business. (Neutral) *Hariom Pipes:* Subsidiary Hariom Power and Energy has commissioned a 5 MW AC (6 MW DC) Solar PV Power Project. (Neutral) *Tata Power:* Company to acquire 100% stake in Ryapte Power Transmission for ₹10.87 cr. (Neutral) *AWL Agri:* Company names interim CFO Pankaj Goyal as CFO; effective 31 July. (Neutral) Circuit filter change from NIL to 20%: Exide Industries, Nuvama Wealth Management. (Neutral) List of stocks excluded from ASM Framework: Mrs. Bectors Food, Tarsons. (Neutral) List of stocks included in the Short term ASM Framework: GSP Crop Science. (Neutral) *Nucleus Soft:* Net Profit at Rs 23.9 crore versus Rs 34.6 crore, Revenue at Rs 210 crore versus Rs 225 crore QoQ. (Negative) *Associated Alcohols:* FSSAI directed the company to stop sales of one whisky and one rum brand over label declaration of artificial flavour. (Negative) *AstraZeneca:* NPPA issued a demand notice of Rs 148.66 crore over alleged overcharging for Symbicort Turbuhaler between May 2016 and November 2025. (Negative)

*🌹🇮🇳India Daybook – Stocks in News* *Aarti Ind:* Q1 FY27 Net Profit at Rs. 155 crore vs Rs. 43 crore YoY. Revenue at Rs. 2387 crore vs Rs. 1676 crore YoY. (Positive) *AWL Agri Business:* Q1 FY27 Net Profit at Rs. 350 crore vs Rs. 236 crore YoY. Revenue at Rs. 20,048 crore vs Rs. 17,100 crore YoY. (Positive) *Rainbow Children's Medicare:* Q1 FY27 Net Profit at Rs. 60.6 crore vs Rs. 53.4 crore YoY. Revenue at Rs. 470 crore vs Rs. 353 crore YoY. (Positive) *Satin Creditcare Network:* Q1 FY27 Net Profit at Rs. 123 crore vs Rs. 45.1 crore YoY. Revenue at Rs. 762 crore vs Rs. 710 crore YoY. (Positive) *Niva Bupa Health Insurance:* Q1 FY27 Net Profit at Rs. 140 crore vs Rs. 71.4 crore YoY. Revenue at Rs. 2,270 crore vs Rs. 1,770 crore YoY. (Positive) *GNG Electronics:* Q1 FY27 Net Profit at Rs. 28.9 crore vs Rs. 18.5 crore YoY. Revenue at Rs. 412 crore vs Rs. 312 crore YoY. (Positive) *Alivus Life:* Q1 FY27 Net Profit at Rs. 160 crore vs Rs. 121 crore YoY. Revenue at Rs. 640 crore vs Rs. 601 crore YoY. (Positive) *Filatex:* Q1 FY27 Net Profit at Rs. 49 crore vs Rs. 41 crore YoY. Revenue at Rs. 1145 crore vs Rs. 1049 crore YoY. (Positive) *Silver Touch:* Q1 FY27 Net Profit at Rs. 10 crore vs Rs. 4 crore YoY. Revenue at Rs. 76.7 crore vs Rs. 62.7 crore YoY. (Positive) *Honda India:* Q1 FY27 Net Profit at Rs. 11.1 crore vs Rs. 9.5 crore YoY. Revenue at Rs. 190 crore vs Rs. 151 crore YoY. (Positive) *Mazdock:* Net Profit at ₹549.4 Cr Vs `452.2 Cr. Revenue at ₹2,943 Cr Vs ₹2,626 Cr YoY (Positive) *Privi:* Q1 FY27 Net Profit at Rs. 84 crore vs Rs. 69 crore YoY. Revenue at Rs. 601 crore vs Rs. 566 crore YoY. (Positive) *Pricol:* Q1 FY27 Net Profit at Rs. 67 crore vs Rs. 50 crore YoY. Revenue at Rs. 1107 crore vs Rs. 897 crore YoY. (Positive) *Filatex:* Q1 FY27 Net Profit at Rs. 49 crore vs Rs. 41 crore YoY. Revenue at Rs. 1145 crore vs Rs. 1049 crore YoY. (Positive) *Astra Microwave Products:* Company secured a Rs. 2,205.23 crore order for the supply of AAAU and Interface Frames for the Uttam Radar programme. (Positive) *Garden Reach Shipbuilders & Engineers:* Company received a Notification of Award (NoA) worth Rs. 1,032.07 crore from ONGC. (Positive) *Oil India:* Company signed an MoU with the Municipal Corporation of Delhi (MCD) to establish compressed bio-gas (CBG) plants based on municipal solid waste in Delhi. (Positive) *Refex Industries:* Company secured a Rs. 22.75 crore ash transportation contract from a Maharatna CPSE power producer for transportation of ash to road construction sites. (Positive) *Billionbrains Garage Ventures:* ICRA upgraded the company's issuer rating to [ICRA] AA (Stable) from [ICRA] AA- (Stable). (Positive) *Sapphire:* Fidelity Funds India Buys 20.23 Lk Shares for ₹39.6 Cr. (Positive) *Arkade Developers:* Company has launched Arkade Sapphire, a boutique mixed-use residential and commercial project in Santacruz West, Mumbai. (Positive) *PVR INOX: Company has opened a three-screen premium multiplex at Mall 11, Jabalpur, taking its network to 1,782 screens across 355 properties. (Positive) *TVS Motor:* Company has expanded the TVS Raider Super Squad Edition with a new Marvel Doctor Doom-inspired variant. (Positive) *Mahindra & Mahindra:* Incorporated step-down subsidiary Novavayu Aerospace for aerospace products. (Positive) *TTK Prestige:* Company has reached a long-term settlement with workers at its Hosur factory. (Positive) *Torrent Pharmaceuticals:* Q1 FY27 Consolidated Net Profit at Rs. 566 crore vs Rs. 548 crore YoY. Revenue at Rs. 4,921 crore vs Rs. 3,178 crore YoY. (Neutral) *Chambal Fertilizers & Chemicals:* Q1 FY27 Standalone Net Profit at Rs. 700 crore vs Rs. 640 crore YoY. Revenue at Rs. 5,030 crore vs Rs. 5,700 crore YoY. (Neutral) *ADF Foods:* Q1 FY27 Net Profit at Rs. 17 crore vs Rs. 15 crore YoY. Revenue at Rs. 167 crore vs Rs. 133 crore YoY. (Neutral) *Thermax:* Q1 FY27 Net Profit at Rs. 25.2 crore vs Rs. 152 crore YoY. Revenue at Rs. 2,303 crore vs Rs. 2,150 crore YoY. (Neutral)

*News Headlines from Business News Agencies:* *Business Standard* 📝 UP lines up ₹6 trn investment projects, targets ₹8 trn for GBC 5.0 📝 RIICO gets 449 applications for 240 industrial plots in Rajasthan 📝Industry concerns prompt GSTN to defer proposed e-way bill enhancements 📝 SpaceX tightens supply chain rules, excludes Chinese nationals, components 📝M3M India to invest ₹600 crore to build commercial project in Gurugram 📝Kudankulam nuclear project costs jump 55% after delays due to Ukraine war 📝 FSSAI suspends licence of Dior Pharmaceuticals for violations at factory 📝 India's critical minerals demand set to surge 10 times by 2047: Report 📝Gold rises ₹176 on MCX amid short covering; silver drops ₹1,479 📝TakeMe2Space's PowerBank-50 becomes first India-made satellite battery 📝 HFCL bags fresh order for optical fibre cable exports worth ₹441 crore *Economic Times* 📝 India takes action against 90% of inspected high-risk pharmaceutical facilities, regulator says 📝India’s merchandise exports to new FTA partners are expected to reach $1 trillion by 2035: ASSOCHAM 📝 European Union aims for seven AI gigafactories with €10 billion plan in race with US, China 📝 Google, RAI partner to drive digital adoption across over 600,000 retail storefronts 📝 Comprehensive work plan in India-EU FTA to address carbon tax concerns: official 📝 Instamart operating-level breakeven hinges on order volumes expanding 2.5x 📝 Reliance ramps up diesel exports to Europe, Brazil in July, sources say 📝 ChrysCapital acquires controlling 70.68% stake in Novartis India in first majority pharma investment 📝 Vedanta announces demerger of real estate business into new listed company 📝Cupid increases investment by $5 million in GII’s Healthcare-focused platform 📝Rhetan TMT sets up solar project to cut energy costs 📝 NLC India arm NIRL to set up 900 MW solar power project *Mint* 📝India to include E2Ws, E3Ws in cybersecurity rules for EVs 📝ADA acquires Algonomy, strengthening its intelligent growth platform 📝 SpaceX secures $1.6 billion order for 18 Falcon 9 missions carrying Pentagon satellites by 2027 📝Brookfield announces $600 million renewable energy platform for India 📝 NCLAT rejects DoT plea in Rolta insolvency, upholds ₹900-crore resolution plan 📝 Aditya Birla Fashion to open Galeries Lafayette store every two years 📝 Qualcomm forecasts weak quarterly profit, expects Apple revenue drop to accelerate 📝Airbus Boosting Capabilities to Help Fight Fires Ravaging Europe 📝 Zee drags Blinkit to Delhi HC over alleged Instagram copyright infringement

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