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پستهای کانال
MarutiSuzuki;
⏩Total Auto Sales At 2.41 Lk Units Vs CNBC-TV18 Poll Of 2.20 Lk Units
⏩Total Sales (GU)33.7% At 2.41 Lk Units Vs 1.81 Lk Units (YoY)
⏩Total Domestic PV Sales (GU)42.1% At 2.11 Lk Units Vs 1.49 Lk Units (YoY)
⏩Total Exports (RD)5.3% At 30,056 Units Vs 31,745 Units (YoY)
GALLOPING NUMBERS...............
| 2 | JULY GST DATA
Total GST collections at ₹2.11 lk cr vs 1.83 lk cr, up 15.4% YoY
State GST collections at ₹47,881 cr vs *44,059 cr, up 8.7% YoY
Central GST collections at ₹39,835 cr vs 35,470 cr, up 12.3% YoY
Integrated GST collections at ₹1.23 lk cr vs ₹1.03 lk cr, up 19.3% YoY
Big Number | 836 |
| 3 | CDSL Q1 FY27 RESULTS
* Net Profit up 15% YoY and 47% QoQ to ₹118 Cr
* Revenue up 13% YoY and 11% QoQ to ₹293 Cr
* EBITDA up 6% YoY and 18% QoQ to ₹138 Cr
* EBITDA Margin at 47.1% vs 50.4% YoY and 44.4% QoQ | 851 |
| 4 |  https://youtube.com/live/mxFS7cbJBJA
Join me Live @ 9:00 PM today and ask your stock market-related questions.
Click the link above and join | 910 |
| 5 | Bajaj Group has overtaken HDFC Group in Market Capitalisation
It is now 4th Largest Business Conglomerate | 941 |
| 6 | JUST IN
Bloomberg Provides Update On India's Inclusion In Global Aggregate Index
Bloomberg Sees Progress In India's Global Aggregate Index Inclusion
BISL Says
India Bond Market Makes Meaningful Progress
Stakeholder Discussions On India Inclusion Remain
More Time Needed Before Making Any Inclusion Decision
Global Investors Recognise India's Bond Market Progress
Alert: BISL Is Bloomberg Index Services Limited | 1 096 |
| 7 | FII Selling has almost stopped in India.
March 2026: - 1.22 lac crore
April 2026: - 70,135 crore
May 2026: - 55,963 crore
June 2026: -49,027 crore
July 2026: -5,778 crore
This is a big relief. | 1 099 |
| 8 | Rs 36,441 Crore For Sports
Cabinet approves massive 8x boost for Khelo India
https://shorturl.at/EPGEx | 1 137 |
| 9 | Corona Remedies Ltd Q1FY27 Results:-
Revenue 422.43 Cr vs 346.54 Cr
(+21.90% YoY┃+19.64% QoQ)
EBITDA 93.13 Cr vs 69.78 Cr
(+33.46% YoY ┃+50.16% QoQ)
EBITDA Margin 22.05% vs 20.14% YoY & 17.56% QoQ
PBT 80.36 Cr vs 60.69 Cr
(+32.41% YoY┃+46.80% QoQ)
PAT 60.11 Cr vs 46.20 Cr
(+30.11% YoY┃+32.61% QoQ)
Other Income 3.15 Cr vs 2.02 Cr YoY & 4.11 Cr QoQ | 1 077 |
| 10 | Dixon Technologies (india) Ltd | Jun 2026 Results Out
📊 Key Metrics
Revenue (REV):
🗓️ Jun 2026: ₹15,547.66 Cr
🗓️ Mar 2026: ₹10,510.51 Cr
🗓️ Jun 2025: ₹12,835.66 Cr
🚀 47.92% QoQ, 🚀 21.13% YoY
Profit After Tax (PAT):
🗓️ Jun 2026: ₹717.83 Cr
🗓️ Mar 2026: ₹297.97 Cr
🗓️ Jun 2025: ₹280.02 Cr
🚀 140.91% QoQ, 🚀 156.35% YoY
Operating Profit Margin (OPM):
🗓️ Jun 2026: 3.03%
🗓️ Mar 2026: 3.94%
🗓️ Jun 2025: 3.81%
🔴 23.10% QoQ, 🔴 20.47% YoY | 1 087 |
| 11 |  Syrma SGS to invest 1000 cr for semicon 2.0 play 🔥🔥 | 1 047 |
| 12 |  QUESS CORP BLASTD MODE....340 now...super duper blasted mode...🔥💥⚡👏👍 | 1 073 |
| 13 |  BLERISE 223 TO 240++ IN FEW DAYS
Thank you God🙏🙏 | 1 042 |
| 14 |  SONA BLW BLASTED 770 NOW. T1 HIT IN 3 DAYS ONLY👍💥🔥👏💪💫 exit partially for safer
Thank you God🙏🙏 | 1 033 |
| 15 |  INDGN - Indegene delivered strong revenue growth of 39.73% YoY, driven by acquisitions and organic momentum. EBITDA margin saw its first sequential improvement in a year, rising 211 bps QoQ to 16.39%, in line with management's guidance. However, PAT was flat due to elevated D&A and acquisition costs, and the margin remains 402 bps below last year. Management's trajectory towards a ~20% margin in H2 FY27 is on track, supported by declining D&A from Q2. The key risk remains the pending tax dispute of over ₹167 Cr. | 975 |
| 16 | Syrma SGS: Exports becoming a much larger part of the business is the biggest near term trigger
- Exports surged 61% YoY in Q1, with FY27 guidance of ₹1,500-1,600 crore (vs ₹1,200 crore in FY26).
- Global supply chain integration is a core strategic priority, positioning the company as a preferred manufacturing partner for international OEMs.
- Higher export mix supports better margins and improves overall profitability.
- Exports already contribute 24% of revenue and carry meaningfully higher margins than domestic business.
- As more global OEMs diversify manufacturing to India, Syrma is becoming deeply integrated into global supply chains rather than remaining a domestic EMS player.
- Higher export mix drives better EBITDA margins, stronger return on capital (RoCE) and improved earnings quality.
- Sustained export growth can lead to valuation rerating, with the company potentially being valued more like a globally integrated EMS player rather than a domestic EMS manufacturer. | 899 |
| 17 | Sectors To Watch
Good Q1- Bajaj Finance, GNG Electronics, Torrent Pharma, Honda India Power, Aluvius Life
Weak Q1- Thermax, Nucleus Software, NSDL, Data Pattern
Eternal, Swiggy-Zepto IPO plans delayed
P N Gadgil Jewellers-Launches QIP
Astra Microwave, GRSE-Large Order Wins
Brigade Hotel Ventures-Lockin Expiry | 865 |
| 18 | Action For Day
Q1 Earnings-Maruti Suzuki, Sun Pharma, ITC
Q1 Earnings-ABB India, Dixon Tech, Shree Cement
Demerger- Inox Green Energy Services
Fund Raising- Clean Max Enviro Energy
Lockin Expiry- Brigade Hotel Ventures
AGM-Axis Bank, Indus Tower , Zee
BoE Rate Decision
US Consumer Sentiment Data | 890 |
| 19 | Sectors To Watch
Good Q1- Bajaj Finance, GNG Electronics, Torrent Pharma, Honda India Power, Aluvius Life
Weak Q1- Thermax, Nucleus Software, NSDL, Data Pattern
Eternal, Swiggy-Zepto IPO plans delayed
P N Gadgil Jewellers-Launches QIP
Astra Microwave, GRSE-Large Order Wins
Brigade Hotel Ventures-Lockin Expiry | 854 |
| 20 | 📊 Brokerage Ratings & Target Prices
🔹 BAJAJ FINANCE
• Morgan Stanley – Accumulate | 🎯 ₹1,225 (Earlier ₹1,175)
• Macquarie – Underperform | 🎯 ₹850
🔹 EXIDE INDUSTRIES
• Citi – Accumulate | 🎯 ₹410
🔹 M&M
• Macquarie – Outperform | 🎯 ₹4,066
• Morgan Stanley – Overweight | 🎯 ₹4,222
🔹 MANKIND PHARMA
• Macquarie – Underperform | 🎯 ₹2,080
🔹 MGL
• Citi – Accumulate | 🎯 ₹1,400
• Morgan Stanley – Overweight | 🎯 ₹1,421
🔹 NIVA BUPA
• Morgan Stanley – Equal-weight | 🎯 ₹91
🔹 SWIGGY
• Macquarie – Underperform | 🎯 ₹230
• Bernstein – Outperform | 🎯 ₹430
🔹 SYRMA SGS
• Jefferies – Hold | 🎯 ₹1,430 (Earlier ₹1,185)
🔹 TATA STEEL
• Morgan Stanley – Overweight | 🎯 ₹235
• JPMorgan – Neutral | 🎯 ₹214
🔹 TORRENT PHARMA
• Macquarie – Outperform | 🎯 ₹5,000
🔹 WESTLIFE FOODWORLD
• Macquarie – Outperform | 🎯 ₹520 | 910 |
