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#Macquarie India Consumer

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#Jefferies maintains 'Buy' ratings on Emmvee Photo with a target price of Rs 440.

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#Morgan Stanley India Strategy

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#Morgan Stanley India Strategy – Ridham Desai

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#MORGAN STANLEY ON ON CYIENT Maintains an Underweight rating; target price: ₹820. The broader industry transformation from a capacity-led to a value-led outcomes model is steadily gaining traction. Management is actively shifting toward annuity-based contracts, with project-based revenue currently accounting for 25% to 35% of the total. Cyient Semiconductors targets a 4x scale in revenue alongside gross margins above 40% and EBIT margins exceeding 20% by F31. These strategic initiatives favorably but is not yet baking in any material near-term business changes. Execution remains the key catalyst before the firm turns constructive on the stock.

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#CYIENT: ANALYST MEET HIGHLIGHTS 📈 TAM expanded from $100 bn to $2.4–3.2 tn through full lifecycle engineering. 💼 DET EBIT margin improved to 13.2% in Q1FY27 from 12.2% in FY26. 🎯 Targets around 15% EBIT margin by FY28 through AI and cost optimisation. 🚀 FY27 focused on transformation, FY28 on scaling and growth. 📌 FY31 target: industry-leading growth with 16% EBIT margin. 🔹 Cyient Semiconductors targets ~4x revenue and >20% EBIT margin by FY31

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#CITI on Cipla Buy, TP Rs 1700 Cipla’s Pithampur facility received seven observations following a USFDA cGMP inspection conducted during 17–25 August 2026 Expect no impact on near- to medium-term earnings, as key pipeline approvals are linked to the Goa and US facilities While details of observations are awaited, even a further delay in regulatory resolution is unlikely to affect earnings estimates, as Pithampur is already under a Warning Letter However, resolution would be a significant positive over longer term, enabling Cipla to manage supplies of key respiratory products, including gSymbicort and gVentolin, more efficiently.

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#BOFA ON URBAN COMPANY ; UNDERPERFORM | TP ₹155 • Downgraded to Underperform after the recent rally. • Stock has rallied ~30% since Q1 results, making valuations expensive. • Core business momentum remains strong and is tracking ahead of consensus. • Competition in InstaHelp remains intense; peak competitive pressure may not be over yet. • InstaHelp losses remain high, posing a near-term profitability concern.

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#MORGAN STANLEY ON CYIENT : UNDERWEIGHT | TP ₹820 • Execution remains key to achieving medium-term aspirations. • Cyient plans to increase annuity-based revenue, improving business predictability. • Large addressable opportunity possible by shifting towards owning outcomes rather than selling capacity. • Morgan Stanley likes the transformation initiatives and strategic changes, but execution remains the key monitorable.

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#BERNSTEIN ON FINANCIALS • Private Banks (PVBs) vs PSU Banks (PSBs): Convergence underway, but PVB outperformance remains distant. • Private bank growth comeback is gathering pace. • PSU bank margins remain resilient. • Asset quality remains pristine; ECL is the key medium-term risk for PSU banks. • PSU banks remain marginally ahead on profitability. • Bernstein expects convergence in growth rather than a sharp reversal

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#BERNSTEIN ON FINANCIALS — PVB vs PSB Bernstein sees convergence between Private Banks (PVBs) and PSU Banks (PSBs), but PVB outperformance remains some distance away. Private-bank growth recovery is gathering pace. PSU banks continue to demonstrate resilient margins. Asset quality remains pristine, though ECL is a key medium-term risk for PSU banks. On profitability, PSU banks remain marginally ahead. Bernstein expects gradual convergence in growth rather than a sharp reversal.

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#VEEFIN SOLUTIONS: CO. SUBSIDIARIES EXECUTE BUSINESS TRANSFER AGREEMENT BETWEEN ISL AND NTPL SUPPORTING SERVICE OPERATIONS CONSOLIDATION AND GROUP STRUCTURE STREAMLINING FOR ENHANCED OPERATIONAL EFFICIENCY #COFORGE - CO EMERGES AS A STANDOUT NON-LINEAR GROWTH LEADER IN HFS RESEARCH ASSESSMENT #RECOGNITION REFLECTS COFORGE’S ABOVE-INDUSTRY-AVERAGE PERFORMANCE IN REVENUE PER FTE AND OPERATING MARGIN PER FTE

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📊 ORDER WINS — AUGUST 25, 2026 🟢 MAJOR CONTRACT WINS ☀️ Sigma Advanced — Secured £125M Rolls-Royce supply chain contract ☀️ LT — Won a major BESS order in the Middle East 🌙 NBCC — Secured ₹121.74 Cr school construction order ☀️ Suzlon — Won 250 MW wind order from Torrent Green 🟣 OTHER ORDER WINS 🌙 ARSS Infra — ₹104.06 Cr order for two road overbridges 🌙 Relicab — ₹8.26 Cr control cable supply order 🌙 Shayona Engineering — ₹24.25 Lakh engineering components order ☀️ BMW Ventures — ₹24.98 Cr TMT steel supply order 🌙 Sai Parenterals — Two OTC supply agreements worth ₹370 Cr 🌙 Advait Energy Transitions — ₹134.62 Cr emergency restoration system order 🌙 Jaykay Enterprises — ₹60.01 Cr order from BrahMos Aerospace 🌙 Aptech — ₹7.23 Cr state government examination contract ☀️ Kotic — Two food service contracts worth ₹17.85 Cr 🌙 MSECL — ₹10.40 Cr land surveying services order ☀️ OraiRail — New order from Indian Railways for MEMU seats ☀️ Arkade Developers — Received occupation certificate for Vile Parle project 🌙 Arvind — Terminated one power deal and signed two new ones

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#BERNSTEIN ON FINANCIALS KEY TAKEAWAYS PVBs vs. PSBs-Convergence is underway; PVB outperformance remains distant Growth - The PVB comeback gathers pace Margins: PSB resilience on display Asset quality remains pristine; ECL is the key medium-term risk for PSBS Profitability: PSBs marginally ahead Expect convergence in growth rather than a sharp reversal

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#MACQUARIE ON QSR KEY TAKEAWAYS Jubilant Food - Upgrade to Neutral from Underperform; Hike TP to Rs 520 from Rs 375 Devyani - Maintain Outperform; Hike TP to Rs 190 from Rs 130 Westlife - Maintain Outperform; Hike TP to Rs 730 from Rs 520 Sapphire - Maintain Outperform; Hike TP to Rs 300 from Rs 200 Constructive outlook

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#SECTORS TO WATCH OMCs, Paint, Aviation-Oil Declines For 3rd Session Cochin Shipyard, Mazgaon Dock, GRSE-India plans to add 100 new vessels over next 5 years Block Deal Today-Groww, Welspun Corp Hind Copper-2nd Day of OFS (For Retail), Copper Prices Hit Record High Zee-NCLT approves repayment plan against Rs 22007cr claims KDDL-Promoter sold 2.5lk shares

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Where's The Alpha? Zee-NCLT approves repayment plan against Rs 22007cr claims Cochin Shipyard, Mazgaon Dock, GRSE-India plans to add 100 new vessels over next 5 years GMR Airports-CARE Ratings upgrade ARSS Infra-Receives work order worth Rs. 104 cr BR Goyal-Order wins Indian Metals & Ferro Alloys: First tapping of hot metal commences at Kalinganagar facility Advait Energy Transitions: Receives Rs. 135 crore order from MPPTCL. Sai Parenterals-Renews OTC supply agreement of Rs. 204 crore. Jaykay Enterprises: The company secures an order worth Rs. 60 crore from BrahMos Aerospace.

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#STOCKS WATCHLIST POSITIVE Zee-NCLT approves repayment plan against Rs 22007cr claims OMCs, Paint, Aviation-Oil Declines For 3rd Session Cochin Shipyard, Mazgaon Dock, GRSE-India plans to add 100 new vessels over next 5 years Hind Copper-Copper prices hit record high CEAT-Clean cheat from CCI GMR Airports-CARE Ratings upgrade NEGATIVE Groww-Ribbit Capital to sell 1.6% stake (Block Deal) Welspun Corp-Promoters to sell 2.4% stake (Block Deal) Radico Khaitan, United Spirits- Varun Beverages incorporates alcohol-beverage arm CIPLA-Issued 7 form 483 observations by USFDA for Pithampur facility Dabur India: Delhi High Court extends stay on FSSAI's order KDDL-Promoter sold 2.5lk shares

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#⚡ ADVAIT ENERGY TRANSITIONS: ₹134.62 CR ORDER FROM MPPTCL 📌 Advait Energy Transitions has secured a turnkey contract from Madhya Pradesh Power Transmission Co. Ltd. (MPPTCL). 💰 Order Value: ₹134.62 Cr (incl. taxes) ⚙️ Scope: Design, manufacturing & supply of Emergency Restoration System (ERS) for 400kV, 220kV & 132kV EHV lines, including accessories. 🏗️ Order Type: Turnkey contract 🗓️ Execution Period: 18 months 🚀 Impact: Strong order win, supporting the company’s transmission & power infrastructure business

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#Jefferies on Auto Secto