VLuxe Investments

📊 Bulk Deals | Wonder Electricals Sees ₹11.55 Cr Fund Buying; JM Financial ARC Sells ₹26.04 Cr Alok Industries Stake 👉🏻 Alok Industries: JM Financial ARC sold 3.50 Cr shares at ₹7.44, worth ₹26.04 Cr 👉🏻 Wonder Electricals: Nexus Global Opportunities Fund bought 15.23 lakh shares at ₹75.85, worth ₹11.55 Cr 👉🏻 Annu Projects: Chanakya Opportunities Fund sold 6.69 lakh shares; multiple buyers acquired shares at ₹72 👉🏻 RBZ Jewellers: Geetanshu Lodha sold 4.11 lakh shares at ₹174.18, worth ₹7.17 Cr 👉🏻 Sanginita Chemicals: Jayeshkumar Shah sold 10.87 lakh shares at ₹58.64, worth ₹6.38 Cr #BulkDeals #AlokIndustries #WonderElectricals #RBZJewellers

💰 Pine Labs Sees ₹550 Cr Block Deal as Alpha Wave Exits 3.07% Stake; Aster DM & Shreeji Shipping Also See Stake Transfers 👉🏻 Pine Labs: Alpha Wave Ventures II sold 3.55 Cr shares (3.07%) at ₹155.10 👉🏻 Institutional Buyers: ICICI Pru Life, Goldman Sachs, Societe Generale, Norges Bank & others absorbed entire ₹550 Cr stake 👉🏻 Aster DM: Centella Mauritius sold 46.10 lakh shares (0.53%) for ₹350 Cr at ₹760 👉🏻 Promoter Group: Union (Mauritius) Holdings acquired entire Aster DM block 👉🏻 Shreeji Shipping: Two sellers offloaded 10.98 lakh shares for ₹70.85 Cr 👉🏻 Buyer: Unity Associates acquired the entire 0.67% Shreeji Shipping stake #PineLabs #AsterDM #ShreejiShipping #BlockDeals #InstitutionalInvestors

#Hyundai #AtulAuto

#TVSMotor #ASHOKLEY #FORCEMOT #TMPV #TataMotors #TMCV #Maruti #EicherMot #HeroMotoCo

🏗 India’s Data Centre Industry Could Attract $200 Bn Investment as AI & Cloud Demand Accelerates 👉🏻 Investment Potential: Around $200 Bn highlighted for India’s data centre sector 👉🏻 AI Demand: Hyperscalers drove over 80% of H1 2026 data centre absorption 👉🏻 Power: Focus on reliable supply, dual feeders & renewable energy procurement 👉🏻 Land: Government-industry talks push DC-ready land banks and power-ready parcels 👉🏻 Approvals: Single-window clearances targeted to reduce project timelines 👉🏻 Policy: National Building Code 2026 now specifically recognises data centres #DataCenters #AIInfrastructure #DigitalInfrastructure #CloudComputing #IndiaInvestments

🇮🇳 India’s Sovereign Credit Rating Upgraded to ‘A-’ from ‘BBB+’ by Japan Credit Rating Agency 👉🏻 Rating: JCR upgrades long-term foreign & local currency ratings by one notch 👉🏻 Outlook: Stable; India’s country ceiling also raised to ‘A’ 👉🏻 Growth: FY26 GDP grew 7.8%; Q1 FY27 maintained 7.8% growth 👉🏻 Fiscal: Centre’s fiscal deficit improved to 4.4% in FY26 from 4.7% 👉🏻 Drivers: Resilient growth, improving fiscal quality, stronger financial system & external position 👉🏻 Rating Momentum: Follows sovereign upgrades by DBRS, S&P and R&I #India #SovereignRating #JCR #IndianEconomy #CreditRating

FII/DII (2nd Sept) News: @VLuxeLive IG: https://instagram.com/vluxeinvests

🌅 2 Sep 2026 — VLuxe Morning Brief ⭐ Gland Pharma: USFDA completed its inspection of the Visakhapatnam sterile-oncology formulations and API facilities with zero Form 483 observations 👉🏻 Adani Green: Commissioned 139 MW solar capacity at Khavda, taking operational renewable capacity to 20,280.8 MW alongside 3,551 MWh of battery storage. 👉🏻 Sical Logistics: Won a ₹534.73 Cr, 5-year Central Coalfields contract for overburden removal and coal extraction in Jharkhand 👉🏻 EPL: Blackstone-owned Epsilon Bidco exited its entire 26.38% stake for ₹2,032.33 Cr at ₹240.57 per share; institutions absorbed at least 10.5% equity. 👉🏻 NMDC: August iron-ore production rose 20.8% YoY to 4.07 MT, while sales increased 5.6% to 3.58 MT. 👉🏻 Wipro: Renewed its AI-enabled digital-workplace services contract with ABB; though no contract value was disclosed. 👉🏻 ARSS Infrastructure: Secured a ₹130.53 Cr East Coast Railway order 👉🏻 2 Sep 2026 — Market Setup: Brent climbed to $95.52 after fresh US–Iran strikes, intensifying risks for India’s rupee, inflation, interest-rate outlook and crude-sensitive sectors. #Gland #AdaniGreen #NMDC #OilPrices #StockMarketIndia

FII/DII (1st Sept) News: @VLuxeLive IG: https://instagram.com/vluxeinvests

📡 IZMO: Begins Production Shipments of Indigenous 40 GHz RF Semiconductor Package for Defence Applications 👉🏻 Development: izmo Microsystems developed an indigenous high-frequency RF QFN semiconductor package 👉🏻 Capability: Designed for semiconductor devices operating at frequencies up to 40 GHz 👉🏻 Commercialisation: Successful assembly/electrical validation completed; production shipments have commenced 👉🏻 Applications: Radar, electronic warfare, secure communications, aerospace and satellite communications 👉🏻 Scale-Up: Manufacturing processes established to support higher production as customer requirements grow #IZMO #Semiconductors #DefenceElectronics #MakeInIndia #SemiconIndia

#SMLMAH #BajajAuto #Escorts #Mahindra

🌅 1 Sep 2026 — VLuxe Morning Brief ⭐ ITC Infotech–Happiest Minds: ITC Infotech will acquire 22.1% promoter equity for ₹1,329.72 Cr before merging the companies. Happiest Minds shareholders receive 25 ITC Infotech shares for every 81 held; the combined listed entity targets $1 billion revenue by FY28. 👉🏻 E2E Networks: Signed a binding term sheet worth ₹1,000 Cr with an Indian sovereign-AI company for NVIDIA Blackwell cloud GPUs and allied services through June 2029 👉🏻 Milky Mist Dairy: Q1 revenue rose 43.6% YoY to ₹973.45 Cr, while PAT increased nearly ninefold to ₹65 Cr as volumes and margins improved. 👉🏻 PVR INOX: Approved a ₹300 Cr tender buyback covering 2.11% equity at ₹1,450/share 👉🏻 GRT Jewellers–TBZ: GRT will acquire a 74.12% controlling stake in Tribhovandas Bhimji Zaveri for up to ₹1,033.71 Cr; the proposed deal includes a mandatory open offer. 👉🏻 Lux Industries: Proposed a three-way demerger; shareholders will receive one share each in Lux & Cozi and Lux Global for every Lux Industries share held, subject to approvals. 👉🏻 Fortis Healthcare: Court-ordered forensic audit revives scrutiny of former-promoter transactions and IHH’s controlling-stake acquisition; neither Fortis nor IHH has been penalised. 👉🏻 Market Setup: Brent crossed $91 and Fed rate-hike odds rose to around 65%, increasing pressure on India’s rupee, inflation outlook and crude-sensitive sectors. 👉🏻 MSCI Rebalance: NSE’s closing auction recorded ₹39,718 Cr turnover, highlighting the potential for index-driven closing volatility unrelated to fundamentals. #HappiestMinds #ITC #E2ENetworks #PVRINOX #StockMarketIndia

📊 NSE Closing Auction Session Records ₹39,718 Cr Turnover on First Index Rebalancing Day 👉🏻 CAS Turnover: ₹39,718 Cr, accounting for 22% of NSE cash-market turnover 👉🏻 Market Share: NSE captured 99.9% of Closing Auction Session turnover 👉🏻 Participation: Over 98,000 unique investors participated in the session 👉🏻 Rebalancing Impact: Turnover surged ~42x, driven by MSCI August 2026 Index Review 👉🏻 First Month: Cumulative CAS turnover reached ₹63,000 Cr with 98.2% market share #NSE #ClosingAuction #MSCI #CapitalMarkets #MarketStructure

#LionelMessi announces retirement from international #football