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| Sana | Obunachilarni jalb qilish | Esdaliklar | Kanallar | |
| 01 Oktabr | +1 |
Kanal postlari
COS DEVELOPMENT ☑️
TVS MOTOR 🚗🏍️⚡
TVS MOTOR SEPTEMBER SALES UP 24% YoY TO 6.73 LAKH UNITS; EV SALES SURGE 110% 🚀
• TVS Motor recorded total sales of 6,72,790 units in September 2026, up 24% YoY from 5,41,064 units.
• Two-wheeler sales increased 23% YoY to 6,45,955 units, with domestic 2W sales growing 17% to 4,82,073 units.
• Two-wheeler EV sales surged 110% YoY to 65,799 units, compared with 31,266 units last year, highlighting strong momentum in TVS’ electric mobility portfolio.
• International business grew 48% YoY to 1,80,700 units, led by 48% growth in international two-wheeler sales to 1,63,882 units.
• Three-wheeler sales rose 57% YoY to 26,835 units in September 2026.
• In Q2 FY27, total sales reached 1.9Mn units (+27%), with 2W sales up 27%, 3W sales up 47%, international business up 35%, and EV 2W sales up 133% to 186K units.
| 2 | COS DEVELOPMENT ☑️
MARUTI SUZUKI 🚗🇮🇳
MARUTI SUZUKI SEPTEMBER SALES SURGE 24.4% YoY TO 2.36 LAKH UNITS; UVs +62% 🚀
• Maruti Suzuki sold 2,36,013 units in September 2026, up 24.4% YoY from 1,89,665 units, including 1,91,794 domestic sales + OEM sales and 44,219 exports.
• Domestic passenger-vehicle sales including LCVs rose 36.5% YoY to 1,85,252 units, led by strong growth in both passenger cars and utility vehicles.
• Utility Vehicle volumes surged 62.1% YoY to 78,911 units from 48,695 units, covering models including Brezza, Ertiga, Fronx, Grand Vitara, Invicto, Jimny and e Vitara.
• Passenger car sales increased 24.0% YoY to 91,887 units, while vans grew 10.0% to 11,040 units.
• Exports increased 4.8% YoY to 44,219 units, while sales to other OEMs declined to 6,542 units from 11,750 units last year.
• 6M FY27 total sales reached 13.79 lakh units, up 27.8% YoY, with domestic sales including OEMs at 11.47 lakh units (+31.6%) and exports at 2.33 lakh units (+12.2%). | 124 |
| 3 | *Nifty Pivot Point Support Zone:*
Located approximately 1.1% or 250 points below the current market price. | 128 |
| 4 | Please exit | 137 |
| 5 | COS DEVELOPMENT ☑️
ESCORTS KUBOTA 🚜🏗️
ESCORTS KUBOTA SEPTEMBER TRACTOR SALES DECLINE 17% YoY; CONSTRUCTION EQUIPMENT SALES SURGE 92.5% 🚀
• Tractor sales stood at 15,214 units in September 2026, down 16.7% YoY from 18,267 units. Domestic tractor sales declined 16.2% to 14,911 units, while exports fell 34.7% to 303 units.
• Management highlighted that the September comparison was impacted by a high base from the September 2025 GST-rate cut, festive season shifting to October 2026, patchy monsoon conditions and relatively lower Kharif sowing.
• 6M FY27 domestic tractor sales remain up 11.3% YoY to 68,085 units, while total tractor sales increased 10.0% to 70,879 units, despite the weak September base effect.
• Construction Equipment sales reached a record September of 795 machines, surging 92.5% YoY from 413 machines. 6M FY27 volumes increased 41.2% to 3,108 units.
• The company cited government infrastructure spending, road/railway/urban infrastructure and mining activity, and healthy mechanisation demand as key drivers for construction-equipment growth.
Key Positive: Strong Construction Equipment momentum and healthy 6M tractor growth partly offset the September tractor volume weakness. | 156 |
| 6 | COS DEVELOPMENT ☑️
MAHINDRA & MAHINDRA 🚗🚜🚛
M&M SEPTEMBER AUTO SALES UP 15% YoY; SUV SALES +14%, TRUCKS & BUSES +53% 🚀
• Mahindra Auto recorded total vehicle sales of 1,14,874 units in September 2026, including exports, registering 15% YoY growth. Domestic Utility Vehicle sales stood at 64,092 units (+14% YoY).
• Utility Vehicle YTD sales reached 3,58,142 units, up 20% YoY, indicating sustained momentum in the SUV portfolio.
• Commercial Vehicle & 3-Wheeler domestic volumes remained strong: LCV <2T sales rose 19%, LCV 2–3.5T grew 13%, while 3-Wheelers surged 26% YoY in September.
• Tractors: Domestic sales declined 23% YoY to 50,208 units, mainly due to the festive season shifting to October and a high September 2025 base that benefited from the earlier GST rate cut. However, exports grew 62%, while YTD domestic tractor sales remained up 6%.
• Trucks & Buses: Total sales including exports jumped 53% YoY to 2,912 units, led by Cargo Vehicles +84%. MTBD alone grew 87%, while SML volumes increased 18%.
• M&M highlighted early festive buying, continued infrastructure activity and steady freight movement as key factors supporting the September performance in Trucks & Buses. | 129 |
| 7 | 140 🚀🚀🚀 | 104 |
| 8 | COS DEVELOPMENT ☑️
HYUNDAI MOTOR INDIA 🚗🇮🇳
HYUNDAI INDIA REPORTS HIGHEST-EVER MONTHLY SALES OF 77,916 UNITS IN SEPTEMBER 2026 🚀
• Hyundai Motor India achieved its highest-ever monthly total sales of 77,916 units in September 2026, registering 10.8% YoY growth and surpassing its previous record set in July 2026.
• Domestic sales stood at 57,166 units, up 10.9% YoY, while exports rose 10.4% YoY to 20,750 units, indicating broad-based growth across both markets.
• Management attributed the performance to the strong appeal of its product portfolio and sustained demand across domestic and global markets.
• Hyundai expects continued customer demand during the festive season, with bookings also opened for the upcoming Hyundai BAYON, its new nameplate for India.
• The record monthly volume provides a positive read-through for manufacturing utilisation, operating leverage and revenue growth, subject to product mix and realisations. | 109 |
| 9 | COS DEVELOPMENT ☑️
KOTAK MAHINDRA BANK 🏦🇮🇳
RBI APPROVES ANUP KUMAR SAHA AS NEW MD & CEO OF KOTAK MAHINDRA BANK FROM JANUARY 2027 🚀
• Reserve Bank of India has approved the appointment of Anup Kumar Saha as Managing Director & CEO of Kotak Mahindra Bank for 3 years, effective 1 January 2027, subject to formal Board and shareholders’ approvals.
• Saha is currently Whole-time Director (Executive Director) at Kotak and has been overseeing Retail Banking, Government Business, Data Analytics and Marketing since March 2026.
• He brings 32+ years of professional experience, including 25 years in financial services across banking and NBFCs. Prior to Kotak, he held senior leadership roles at Bajaj Finance, culminating in MD & CEO, and spent 14 years at ICICI Bank across retail assets, collections, credit cards and structured finance.
• The transition provides leadership continuity and clarity on succession at Kotak Mahindra Bank, with Saha already involved in key retail and data-led functions within the bank.
• Saha holds a B.Tech from IIT Kharagpur and MBA from IIM Lucknow.
Key Positive: RBI approval removes near-term leadership uncertainty and provides a defined succession plan, with the incoming CEO already familiar with Kotak’s retail and analytics operations. | 107 |
| 10 | Buy nifty 22600 ce 06oct
Cmp 132
Target 200++
Sl 100 | 117 |
| 11 | WEALTH BUILDER UPDATE-
VARUN BEVERAGES / AFRICA 🥤🌍
VBL–CRICKLEY DAIRY ACQUISITION REFERRED TO ARBITRATION AFTER CONDITION PRECEDENT NOT MET ⚠️
• Varun Beverages’ subsidiary The Beverage Company Proprietary Limited (Bevco) had agreed to acquire 100% of Crickley Dairy Proprietary Limited, South Africa, for an enterprise value of ZAR 238Mn (~₹131.5Cr) to enter value-added dairy-based drinks
.
• The transaction has now been referred to the Arbitration Foundation of Southern Africa (AFSA) following non-fulfilment of a condition precedent by the long-stop date of 30 September 2026.
• The disclosure states that the March 17, 2026 acquisition agreement has been terminated due to the condition precedent not being fulfilled.
• Financial exposure is limited to the above-mentioned acquisition cost, according to VBL’s disclosure; no separate compensation/penalty quantum has been specified.
• The development means VBL’s planned diversification into value-added dairy beverages in South Africa remains uncompleted, pending the outcome of the arbitration process. | 136 |
| 12 | Market commentry 01-10-2026.pdf | 113 |
| 13 | KEY DEVELOPMENT ☑️
AUTO / CAFE-III NORMS 🚗🌱
GOVT NOTIFIES CAFE-III NORMS FROM APRIL 2027; 3X CREDIT FOR EVs, NO SPECIAL BENEFIT FOR SMALL CARS 🚨
• The Centre has notified CAFE-III (Corporate Average Fuel Economy) norms for passenger vehicles, effective 1 April 2027 to 31 March 2032, with progressively tighter fleet fuel-efficiency targets.
• The fuel-consumption benchmark tightens from 3.996 litres/100 km in FY28 to 3.3273 litres/100 km in FY32, implying an improvement of around 16.7% over five years.
• Battery EVs and range-extended EVs receive a 3X “super credit”, while plug-in/strong hybrids and flex-fuel vehicles also receive higher effective-volume credits.
• Unlike earlier expectations, small cars do not receive a separate relaxed CAFE treatment, increasing the need for efficiency improvements across the passenger-vehicle portfolio.
• The framework also provides carbon-neutrality benefits for ethanol, CNG and other alternative fuels, while allowing credits for technologies such as start-stop systems, regenerative braking, efficient alternators and higher-efficiency AC systems.
• Automakers will operate under a credit/debit framework, with excess credits tradable between manufacturers and compliance assessed through annual reporting, while CO₂ performance will be reported under both MIDC and WLTP methodologies.
Key Impact Areas: Maruti Suzuki | Tata Motors | Mahindra & Mahindra | Hyundai Motor India | Toyota Kirloskar | EV & Hybrid Ecosystem | 121 |
| 14 | COS DEVELOPMENT ☑️
BAJAJ AUTO 🚗🏍️
BAJAJ AUTO SEPTEMBER SALES RISE 5% YoY TO 5.38 LAKH UNITS; EXPORTS UP 32% 🚀
• Bajaj Auto reported total sales of 5,38,443 units in September 2026, up 5% YoY from 5,10,504 units in September 2025.
• 2-Wheeler sales increased 5% YoY to 4,51,494 units, while Commercial Vehicle sales rose 9% to 86,949 units.
• Exports remained the key growth driver, rising 32% YoY to 2,43,987 units, led by 2W exports (+34%) and CV exports (+17%).
• Domestic sales declined 9% YoY to 2,94,456 units, with 2W domestic volumes down 12%, partly offset by 5% growth in domestic CVs.
• FY27 YTD sales increased 24% YoY to 29,87,135 units, with exports surging 47% to 15,10,701 units and domestic sales growing 7% to 14,76,434 units. | 112 |
| 15 | COS DEVELOPMENT ☑️
FORCE MOTORS 🚐🚜
FORCE MOTORS SEPTEMBER SALES SURGE 57% YoY; DOMESTIC VOLUMES UP 62% 🚀
• Force Motors’ domestic sales rose to 4,027 units in September 2026, compared with 2,486 units in September 2025, registering 61.99% YoY growth.
• Exports declined 40.32% YoY to 74 units versus 124 units in September 2025, partly offsetting the strong domestic performance.
• Total domestic + export sales increased 57.13% YoY to 4,101 units, compared with 2,610 units last year.
• Growth was across the company’s reported SCV, LCV, Utility Vehicle and SUV portfolio, indicating strong domestic demand during the month. | 117 |
| 16 | KEY DEVELOPMENT ☑️
HOSPITALS / HEALTHCARE 🏥💊
HOSPITAL STOCKS IN FOCUS AS SC FLAGS HIGH MEDICINE MARK-UPS & IN-HOUSE PHARMACY PRACTICES 🚨
• Apollo Hospitals, Max Healthcare, Fortis Healthcare and Aster DM Healthcare came under pressure in trading after the Supreme Court raised concerns over high mark-ups on medicines sold by private/corporate hospitals.
• The Supreme Court highlighted a cancer drug with a Price to Retailer (PTR) of ~₹2,700 versus an MRP of ~₹27,000, questioning the rationale behind the wide price differential.
• The Bench also questioned the practice of requiring in-patients to purchase medicines and medical products from hospital-owned or designated pharmacies, particularly where substantially cheaper alternatives may be available outside.
• The Court asked why the existing 16% retailer-margin framework applicable to scheduled medicines could not potentially be extended more broadly. No uniform 16% cap has been ordered by the Court at this stage.
• The Centre has sought time for further inter-departmental consultations, indicating that any solution would need to balance affordability and other stakeholders; the matter is scheduled for further hearing on 12 October 2026. | 119 |
| 17 | COS DEVELOPMENT ☑️
ADANI PORTS & SEZ ⚓🚢🌏
APSEZ DOUBLES COLOMBO WEST TERMINAL CAPACITY TO 3.2MN TEUs WITH $750MN INVESTMENT 🚀
• APSEZ has commissioned Phase-II expansion of Colombo West International Terminal (CWIT) with a total investment of US$750Mn, doubling capacity from 1.6Mn TEUs to 3.2Mn TEUs.
• The expanded terminal aims to handle nearly 25% of Port of Colombo’s targeted 13Mn TEU capacity by 2028, strengthening APSEZ’s position in the regional container-transshipment market.
• CWIT has already handled 2Mn TEUs within its first 18 months of operations, following its earlier milestone of handling 1Mn TEUs within its inaugural year.
• With the expansion, CWIT can simultaneously berth three ultra-large container vessels, strengthening Colombo’s role as a major East–West trade-route transshipment hub.
• The terminal operates under a 35-year BOT concession and is Sri Lanka’s first fully automated deep-water container terminal, with fully electrified operations and zero tailpipe emissions.
Key Positive: Capacity doubling at CWIT materially increases APSEZ’s international container handling footprint and strengthens its exposure to Indian Ocean transshipment flows. | 131 |
| 18 | 📈 Fundamental Opportunities UPDATE! 🚀
Aarti Pharmalabs Limited 🏭
Given at ₹ 859.3, CMP ₹ 997.2 🔥🔥🔥
2.49% Up Today 🔥🔥
Target 1 reached
Can hold for Target 2 - ₹ 1031.86
16.05% Gain in 9 Day from our recomm!! 🚀🚀🚀 | 176 |
| 19 | COS DEVELOPMENT ☑️
HEG ADVANCED MATERIALS / REPLUS 🔋📡
REPLUS & INDUS TOWERS SIGN MoU; 1.5 GWh DEDICATED BESS CAPACITY PLANNED FOR TELECOM INFRASTRUCTURE 🚀
• Replus Engitech, a subsidiary of HEG Advanced Materials, and Indus Towers have signed an MoU to explore collaboration on Battery Energy Storage System (BESS) solutions for telecom infrastructure in India.
• Under the MoU, Replus intends to make available 1.5 GWh of dedicated BESS production capacity over a two-year period to cater to the evolving energy requirements of telecom infrastructure.
• Replus also plans to expand its telecom energy-storage portfolio with higher-capacity battery systems and evaluate emerging technologies such as sodium-ion batteries aimed at improving reliability, energy efficiency and lifecycle performance.
• The partnership strengthens Replus’ positioning in the telecom energy-storage segment, complementing its existing capabilities across BESS, telecom power solutions and e-mobility. Replus has already deployed >1 GWh of energy-storage capacity across applications.
• For HEG Advanced Materials, the MoU supports its strategy of building a broader advanced battery materials + energy-storage platform, with Replus providing the downstream battery-system manufacturing and deployment capabilities.
Key Positive: 1.5 GWh potential dedicated capacity with a major telecom infrastructure player strengthens Replus’ customer pipeline and provides a platform for scaling telecom-focused BESS solutions. | 174 |
| 20 | COS DEVELOPMENT ☑️
GRAPHITE INDIA / GRAPHITE ELECTRODES 🇮🇳🇺🇸
U.S. COMMERCE DEPT. ANNOUNCES 12.22% PRELIMINARY DUMPING MARGIN ON GRAPHITE INDIA’S LARGE-DIAMETER ELECTRODES ⚠️
• U.S. Department of Commerce has issued a preliminary affirmative determination in the ongoing Anti-Dumping Duty (ADD) investigation on large-diameter graphite electrodes imported from India.
• A preliminary dumping margin of 12.22% has been determined, resulting in a 9.88% cash-deposit rate for Graphite India after adjustment for subsidy offset.
• The communication was received on 28 September 2026; however, the effective date of the cash-deposit requirement is yet to be notified.
• Graphite India has stated that no violation/contravention has been alleged, while the financial impact remains unascertainable at this stage.
• The development could increase the landed cost of Graphite India’s qualifying exports to the U.S., with the eventual financial impact dependent on the final determination, effective date and export mix. | 163 |
