Arham Shares

COS DEVELOPMENT ☑️ INFOSYS LTD. 💻🏦 INFOSYS FINACLE SELECTED BY INVESTEC FOR MULTI-COUNTRY DIGITAL BANKING TRANSFORMATION 🚀 • 🤝 Investec, a leading international bank and wealth manager, has selected Infosys Finacle's cloud-native SaaS platform on Microsoft Azure to modernize its banking operations across South Africa, the UK, Mauritius and the Channel Islands. • ☁️ The transformation will migrate Investec from legacy systems to the Finacle Digital Banking Solution Suite, including Deposits, Lending, Virtual Accounts Management and Liquidity Management, providing a future-ready banking platform. • 🤖 The platform's AI-ready architecture, real-time data capabilities and open API ecosystem will enable faster innovation, enhanced customer experience, improved operational efficiency and stronger regulatory compliance. • 💳 The implementation will strengthen Investec's digital lending capabilities, corporate cash management solutions and liquidity optimization, while enabling seamless integration with the broader fintech ecosystem. • 🌍 This large-scale, multi-country deal reinforces Infosys Finacle's leadership in global digital banking transformation and further strengthens its presence in the international banking technology market.

COS DEVELOPMENT ☑️ VEDANTA LTD. 🏭🏢 TO DEMERGE SURPLUS REAL ESTATE ASSETS INTO A SEPARATE LISTED ENTITY TO UNLOCK SHAREHOLDER VALUE 🚀 • 🏢 Vedanta has announced the demerger of its surplus real estate assets into a new entity, Vedanta Property Platforms Limited (VPPL), with the objective of unlocking value from non-core real estate holdings. • 📦 The demerger will be carried out through a vertical split, wherein shareholders will receive 1 share of VPPL for every 20 shares of Vedanta Ltd. held. • 🌍 The assets being transferred comprise ~2,200 acres of industrial land and ~55,000 sq. ft. of residential/commercial properties located across India. • 🔓 The move follows Vedanta's recently completed five-way business demerger and is aimed at creating a dedicated pure-play real estate platform, allowing investors to realize the embedded value of these assets. • 💬 Management stated that the restructuring is intended to unlock significant shareholder value, improve capital allocation and enable greater focus on Vedanta's core natural resources businesses.

COS DEVELOPMENT ☑️ MANKIND PHARMA LTD. 💊📈 Q1FY27 RESULTS: PAT JUMPS 29%; EBITDA MARGIN EXPANDS 250 BPS; EXPORTS GROW 29% 🚀 • 📈 Revenue from Operations increased 12.9% YoY to ₹4,031 Cr, driven by 10.5% growth in domestic business and a robust 29% growth in exports. • 💰 EBITDA grew 24.7% YoY to ₹1,060 Cr, while EBITDA margin expanded 250 bps YoY to 26.3%, reflecting improved operating leverage and disciplined execution. • 🚀 PAT increased 29.1% YoY to ₹574 Cr, with PAT margin improving 170 bps YoY to 14.2%, while Diluted EPS rose 29.6% YoY to ₹13.7. • 🏥 The Domestic business (excluding Consumer Healthcare) grew 11% YoY, led by strong traction in the chronic portfolio, with Cardiac up 19.4% and Anti-diabetes up 12.7%, along with healthy growth in Gastro, Gynaecology and VMN segments. • 🌍 International business registered 29% YoY growth, while the company continued strengthening its US portfolio with new product launches. Consumer Healthcare grew 4% YoY, with market share gains in key brands such as Manforce, Preganews and Gas-o-Fast. • 💬 Management highlighted that strong execution, improving business fundamentals and sustained growth in the chronic portfolio have strengthened operating performance and laid the foundation for long-term sustainable growth.

TECH IDEAS 💸💸 Buy 63 Moon Technologies Ltd for the short term Cmp 850 Target 950 Sl 780

COS DEVELOPMENT ☑️ MAHINDRA & MAHINDRA LTD. 🚜🚙 Q1FY27 RESULTS: CONSOLIDATED PAT UP 34%; AUTO, FARM & SERVICES DELIVER STRONG GROWTH ACROSS BUSINESSES 🚀 • 📈 Consolidated Revenue increased 28% YoY to ₹58,188 Cr, while Consolidated PAT rose 34% YoY to ₹5,455 Cr, with RoE at 23%, reflecting another strong quarter for the group. • 🚗 Auto Business continued its leadership with 23% growth in vehicle volumes to 304K units, SUV volumes up 15%, 25% SUV revenue market share, while Auto revenue increased 32% YoY to ₹34,387 Cr and PAT grew 21% YoY. • 🌾 Farm Equipment Business maintained its leadership with 44.9% market share, 18% growth in tractor volumes, while Farm revenue and PAT both increased 15% YoY, despite commodity inflation. • 💼 Services Businesses delivered robust performance with MMFSL AUM up 13%, Tech Mahindra EBIT margin expanding 330 bps, Mahindra Logistics revenue up 23%, and Services PAT surging 80% YoY. • 🏆 The company retained leadership across multiple segments, remaining #1 in SUVs (25% revenue market share), LCVs (<3.5T), Tractors (44.9% market share) and Electric 3-Wheelers (39.5% market share). • 💬 Management highlighted that its diversified portfolio, strong execution and resilient operating performance enabled the company to navigate macro headwinds while sustaining growth across Auto, Farm, Financial Services and Technology businesses.

COS DEVELOPMENT ☑️ IRB INFRASTRUCTURE DEVELOPERS LTD. 🛣️🏗️ Q1FY27 RESULTS: PAT JUMPS 51%; PBT CROSSES ₹4,100 CRORE; INTERIM DIVIDEND DECLARED • 📈 Revenue from Operations increased to ₹21,373 Cr, while Profit Before Tax (PBT) rose 45% YoY to ₹4,166 Cr, reflecting strong performance across the BOT/TOT, Construction and InvIT businesses. • 💰 Net Profit increased 51% YoY to ₹3,063 Cr, compared with ₹2,025 Cr in Q1FY26, driven by improved operating performance and higher profitability. • 🚧 The Construction segment contributed ₹9,637 Cr, while BOT/TOT Projects generated ₹7,333 Cr and InvIT & Related Assets contributed ₹4,367 Cr, highlighting a well-diversified revenue mix. • 📊 Total Comprehensive Income stood at ₹1,641 Cr, while the company maintained a strong equity base of ₹2.10 lakh crore through its diversified infrastructure portfolio. • 💵 The Board declared an interim dividend of ₹0.05 per equity share (5% of face value), with August 5, 2026 fixed as the record date.

IPO EVENTS | 30 July 2026 Opening Today - Juniper Green Energy Ltd (Mainboard) - Dhaval Packaging Ltd (SME) - MV Electrosystems Ltd (Mainboard) - Oneindig Technologies Ltd (SME) Closing Today - Poojaa Precision Engineering Ltd (SME) Allotment Today - Propshop Events & Exhibitions Ltd (SME) - Advance Technoforge Ltd (SME) Listing Today - Lohia Corp Ltd (Mainboard) - INDO-MIM Ltd (Mainboard) - Xtranet Technologies Ltd (Mainboard)

COS DEVELOPMENT ☑️ PRESTIGE ESTATES PROJECTS LTD. 🏙️🏗️ ENTERS STRATEGIC PARTNERSHIP FOR ₹6,000 CRORE THANE RESIDENTIAL PROJECT 🚀 • 🏗️ Prestige Group has entered into a strategic partnership to develop a landmark residential project in Thane (MMR) with an estimated Gross Development Value (GDV) of ₹6,000 crore. • 📐 Spread across ~14.6 acres, the project has a developable potential of over 5 million sq. ft., making it one of the largest residential developments in the Thane micro-market. • 🏘️ The development will feature a mixed residential offering catering to young professionals, first-time homebuyers and families, along with a retail component to create an integrated live-work-shop ecosystem. • 📍 Strategically located near Kolshet–Balkum Road, Thane, the project benefits from strong connectivity and is backed by robust infrastructure development and sustained housing demand in the Mumbai Metropolitan Region. • 📈 The project will be developed in phases, subject to statutory approvals, and further strengthens Prestige Estates' expansion strategy in the Mumbai Metropolitan Region (MMR).

COS DEVELOPMENT ☑️ MTAR TECHNOLOGIES LTD. ⚙️🚀 AMENDS STRATEGIC ORDER TO ₹3,100 CRORE; ORDER VALUE INCREASED BY ₹820 CRORE 📈 • 📈 MTAR Technologies has received an amended purchase order worth USD 324.62 million (≈₹3,100.09 crore), up from the earlier order value of USD 238.76 million (≈₹2,278.96 crore). • 💰 The amendment results in an incremental order value of USD 85.86 million (≈₹819.94 crore), significantly enhancing the total contract size. • 🤝 The revised order has been received from an existing customer, reflecting continued business confidence, although the customer's identity has not been disclosed due to confidentiality obligations. • 📅 The execution timeline will be decided at a later stage, with further details expected from the customer. • 🚀 The higher order value strengthens MTAR's order book and improves long-term revenue visibility across its precision engineering business.

COS DEVELOPMENT ☑️ HFCL LTD. 🌐📡 SECURES ₹442 CRORE EXPORT ORDER FOR OPTICAL FIBER CABLES FROM INTERNATIONAL CUSTOMER 🚀 • 🌍 HFCL has secured an export order worth ~USD 46.13 million (≈₹441.53 crore) through its overseas wholly owned subsidiary for the supply of Optical Fiber Cables (OFC) to a reputed international customer. • 📡 The order involves the manufacture and supply of Optical Fiber Cables as per customer specifications, further strengthening HFCL's position in the global telecom infrastructure market. • 📅 The project is scheduled to be executed by January 2027, providing healthy near-term revenue visibility. • 🌎 The company stated that the order reinforces the confidence of global customers in HFCL's manufacturing capabilities, technological expertise and product quality. • ✅ The order has been received in the normal course of business and is not a related-party transaction.

COS DEVELOPMENT ☑️ LARSEN & TOUBRO (L&T) 🏗️⚡ SECURES LNTP FOR 1,600 MW ULTRA-SUPERCRITICAL THERMAL POWER PROJECT FROM NTPC 🚀 • ⚡ L&T Energy CarbonLite Solutions has secured a Limited Notice to Proceed (LNTP) from NTPC for the main plant package of the 2×800 MW Lara Stage-III Thermal Power Plant in Chhattisgarh. The project will proceed after environmental clearance and completion of the LNTP period. • 🏭 The project involves construction of two 800 MW ultra-supercritical generating units, with L&T executing the entire EPC scope including Boilers, Steam Turbines, Generators, ESPs, Air Cooled Condensers (ACC), electrical, C&I and civil works. • 🌱 The plant will use ultra-supercritical technology, offering higher efficiency and lower specific emissions, while adding 1,600 MW of reliable baseload power to India's grid to meet rising electricity demand. • 🤝 This marks L&T's third ultra-supercritical project from NTPC in the past two years, reinforcing the company's strong execution capabilities and long-standing relationship with India's largest power utility. • 💰 The order is classified as a "Mega" project, indicating an estimated value in the ₹10,000–15,000 crore range.

Please exit @cmp

1534 🚀🚀🚀🚀 1.70%+++

Q1 FY 27 EARNINGS ESTIMATES (BLOOMBERG)

📈 NEWS BASED TRADING! 🚀 VBL Ltd 🏭 Given at 435, CMP 453 🔥🔥 5% Gains in 1 Day from our recomm!! 🚀🚀🚀

COS DEVELOPMENT ☑️ BALKRISHNA INDUSTRIES LTD. 🛞🚜 TARGETS ₹23,000 CRORE REVENUE BY FY30; UNVEILS AGGRESSIVE GROWTH & EXPANSION ROADMAP 🚀 • 📈 Balkrishna Industries has set a target to more than double its revenue to around ₹23,000 crore by FY30, implying a ~17% CAGR over the next five years. • 🛞 The company aims to diversify its business mix by FY30, targeting ~70% revenue from Off-Highway Tyres (OHT), ~20% from the On-Highway tyre business, and ~10% from third-party Carbon Black sales. • 🌍 Management is targeting an 8% global market share in the OHT tyre segment by FY30, strengthening its leadership position in the premium off-highway tyre market. • 🏗️ The company has planned an overall capex of ₹6,800 crore through FY29 to support capacity expansion, product diversification and long-term growth initiatives. • 📊 The strategic roadmap focuses on expanding manufacturing capacity, strengthening the on-highway tyre portfolio, scaling the carbon black business and increasing global market penetration.

SECTOR DEVELOPMENT ✅ Apparel, Ecommerce Market Place 🏭 - India is soon to adopt its own sizing norms like US/UK. - This will lead to an one time cost for the manufacturing companies. - But will reduce the returns and rejections due to sizing issues. - Beneficiary for companies like Nykaa, Meesho. 🥼👕

154 🚀🚀🚀🚀

Buy nifty 24200 ce 04aug Cmp 145 Target 170++ Sl 130

COS DEVELOPMENT ☑️ TATA COMMUNICATIONS LTD. 🌐🤖 TATA COMMUNICATIONS & TTBS PARTNER TO BUILD A UNIFIED AI PLATFORM FOR INDIA'S SMBs • Tata Communications and Tata Tele Business Services (TTBS) have entered into a strategic collaboration to accelerate AI adoption among India's 60+ million SMBs through a unified, sovereign AI infrastructure platform. • The partnership combines Tata Communications' AI, cloud and communications capabilities with TTBS' extensive SMB distribution network, expanding the addressable market for both companies. • The companies showcased an AI-powered Voice Agent with dedicated business phone numbers, enabling SMBs to automate customer support, appointment booking, order processing and other customer interactions using conversational AI. • The solution is powered by Commotion AI Platform and hosted on VAYU AI Cloud, offering scalable, secure and sovereign AI infrastructure while simplifying deployment for businesses. • Management expects the collaboration to evolve beyond Voice AI into a broader portfolio of AI-powered digital services, creating long-term growth opportunities across India and eventually global SMB markets.