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