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Ko'proq ko'rsatish📈 Telegram kanali STOCK MARKET UPDATES 📈 analitikasi
STOCK MARKET UPDATES 📈 (@stockupdate9) Ingliz til segmentidagi kanali faol ishtirokchi. Hozirda hamjamiyat 48 154 obunachidan iborat bo'lib, Iqtisodiyot & Moliya toifasida 2 330-o'rinni va Hindiston mintaqasida 7 544-o'rinni egallagan.
📊 Auditoriya ko‘rsatkichlari va dinamika
невідомо sanasidan buyon loyiha tez o‘sib, 48 154 obunachiga ega bo‘ldi.
05 Sentabr, 2026 dagi oxirgi ma’lumotlarga ko‘ra kanal barqaror faollikka ega. Oxirgi 30 kunda obunachilar soni 8 855 ga, so‘nggi 24 soatda esa 2 ga o‘zgardi va umumiy qamrov yuqori darajada qolmoqda.
- Tasdiqlash holati: Tasdiqlanmagan
- Jalb etish (ER): Auditoriya o‘rtacha 4.54% darajada jalb etiladi. Nashrdan keyingi dastlabki 24 soatda kontent odatda umumiy obunachilar sonining 4.00% ini tashkil etuvchi reaksiyalarni to‘playdi.
- Post qamrovi: Har bir post o‘rtacha 2 186 marta ko‘riladi; birinchi sutkada odatda 1 927 ta ko‘rish yig‘iladi.
- Reaksiyalar va o‘zaro ta’sir: Auditoriya faol: har bir postga o‘rtacha 3 ta reaksiya keladi.
- Tematik yo‘nalishlar: Kontent yoy, margin, revenue, ebitda, segment kabi asosiy mavzularga jamlangan.
📝 Tavsif va kontent siyosati
Muallif resursni shaxsiy fikrni ifoda etish maydoni sifatida ta’riflaydi:
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Stock result update
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Brokerage house update
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Yuqori yangilanish chastotasi (oxirgi ma’lumot 06 Sentabr, 2026 da olingan) sababli kanal doimo dolzarb va katta qamrovli bo‘lib qoladi. Analitika auditoriya kontent bilan faol hamkorlik qilishini, uni Iqtisodiyot & Moliya toifasidagi muhim ta’sir nuqtasiga aylantirishini ko‘rsatadi.
48 154
Obunachilar
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| Sana | Obunachilarni jalb qilish | Esdaliklar | Kanallar | |
| 06 Sentabr | 0 | |||
| 05 Sentabr | +5 | |||
| 04 Sentabr | +6 | |||
| 03 Sentabr | +10 008 | |||
| 02 Sentabr | +336 | |||
| 01 Sentabr | +3 |
Kanal postlari
Bulk Deals | 4 September 2026
₹2,800 Cr Fosun exit in Gland Pharma was absorbed by domestic institutions, while Goldman Sachs and BNP purchased ₹1,041 Cr of Swiggy shares.
Tata Technologies, ESDS and CARE Ratings witnessed meaningful exits.
The full investor-focused breakdown
| 2 |  Molbio Diagnostics Ltd Q1FY27 Results:-
#Q1Results #Q1FY27 #Stockmarket #Nifty #Molbio
Revenue 408.38 Cr vs 99.71 Cr
(+309.57% YoY┃-27.16% QoQ)
EBITDA +100.58 Cr vs -15.26 Cr YoY & +158.73 Cr QoQ
(-36.63% QoQ)
EBITDA Margin 24.63% vs -15.30% YoY & 28.31% QoQ
PBT +75.91 Cr vs -31.28 Cr YoY & +131.83 Cr QoQ
(-42.42% QoQ)
PAT +52.74 Cr vs -23.94 Cr YoY & +95.83 Cr QoQ
(-44.96% QoQ)
PAT After Minority interest
+58.75 Cr vs -23.71 Cr YoY & +90.83 Cr QoQ
(-35.32% QoQ)
Other Income 3.10 Cr vs 0.76 Cr YoY & 4.79 Cr QoQ | 2 013 |
| 3 |  𝗠𝗶𝗱𝗰𝗮𝗽 𝗜𝗻𝗱𝗶𝗮𝗻 𝗖𝗗𝗠𝗢: 𝘄𝗵𝗼 𝗮𝗰𝘁𝘂𝗮𝗹𝗹𝘆 𝗴𝗿𝗲𝘄 𝟱𝟬%+ 𝗹𝗮𝘀𝘁 𝗾𝘂𝗮𝗿𝘁𝗲𝗿?
We screened Q1 FY27 (April to June 2026) results for midcap CDMO names with 50%+ company-wide revenue growth.
Short answer: the list is thin. Most CRDMO players run mixed books (API plus formulations plus contract manufacturing), project timing is lumpy, and several of the cleanest names have already moved into largecap territory.
𝗧𝗵𝗲 𝗼𝗻𝗲 𝗰𝗹𝗲𝗮𝗻 𝗵𝗶𝘁
𝗡𝗲𝘂𝗹𝗮𝗻𝗱 𝗟𝗮𝗯𝗼𝗿𝗮𝘁𝗼𝗿𝗶𝗲𝘀 (market cap around ₹25,000 crore)
Revenue up around 116 to 119% YoY to around ₹641 to 650 crore. Commercial CMS/CDMO projects did the heavy lifting, with export traction across Europe and the US. Margins expanded sharply alongside.
𝗦𝘁𝗿𝗼𝗻𝗴, 𝗯𝘂𝘁 𝘀𝗵𝗼𝗿𝘁 𝗼𝗳 𝟱𝟬%
𝗦𝗵𝗶𝗹𝗽𝗮 𝗠𝗲𝗱𝗶𝗰𝗮𝗿𝗲 (around ₹18,800 crore): revenue up 43 to 45%. Formulations more than doubled, specialty CDMO picking up.
𝗔𝗮𝗿𝘁𝗶 𝗣𝗵𝗮𝗿𝗺𝗮𝗹𝗮𝗯𝘀 (around ₹7,800 crore): revenue up 39 to 42%, with fresh capex announced for additional capacity.
𝗜𝗻𝗻𝗼𝘃𝗮 𝗖𝗮𝗽𝘁𝗮𝗯 (around ₹6,700 crore): revenue up 34%. CDMO segment, at around 70% of the book, grew around 32%.
𝗔𝗸𝘂𝗺𝘀 𝗗𝗿𝘂𝗴𝘀 (around ₹12,000 crore): topline up 14%, core CDMO revenue up 18 to 19%.
𝗖𝗼𝗻𝗰𝗼𝗿𝗱 𝗕𝗶𝗼𝘁𝗲𝗰𝗵 (around ₹16,400 crore): up 26%. API led, with CDMO ambitions.
𝗧𝗵𝗲 𝘀𝗶𝘇𝗲 𝗳𝗶𝗹𝘁𝗲𝗿 𝗶𝘀 𝗱𝗼𝗶𝗻𝗴 𝘄𝗼𝗿𝗸 𝗵𝗲𝗿𝗲
Laurus Labs reported CDMO revenue up around 67%, and Divi's CDMO grew around 50%. Both sit outside the midcap bucket, so they fall out of this screen even though the underlying trend is identical.
𝗧𝗵𝗲 𝗿𝗲𝗮𝗱
The structural story is intact: China plus one, more commercial stage work shifting to India, peptides, ADCs, complex chemistry.
But one quarter tells you very little in this business. Shipment timing and the development versus commercial mix can swing a quarter hard in either direction. What matters is order book conversion, client concentration and utilisation tracked across four to six quarters, not a single YoY print.
Which midcap CDMO names are on your list that we have missed?
Credit : LNPR CAPITAL | 1 838 |
| 4 | TEXMACO RAIL : ₹131.36 Cr ORDER WINS 🚆
• TCI: ₹24.48 Cr order for manufacture, supply & commissioning of 1 ACT-1 wagon rake + 1 BVCM wagon.
• Execution: 16 weeks from LOI.
• Touax Texmaco Railcar Leasing: ₹106.88 Cr order for 4 BFNS22.9 wagon rakes + 4 BVCM wagons.
• Execution by May 26, 2027.
• Total order value: ₹131.36 Cr (incl. GST).
• Touax order is a related-party transaction, undertaken at arm’s length. | 1 521 |
| 5 | UNITED HEAT TRANSFER : ₹4.58 Cr ORDER WIN 🏭
• Secured ₹4.58 Cr order from a domestic company in the Compressor Industry.
• Order for manufacturing & supply of Coolers & Pressure Vessels.
• Execution: 6 months from order date + 2-week grace period.
• Payment: 50% advance, balance within 30 days against PBG.
• No related-party transaction.
Impact: POSITIVE 📈 | Strong order inflow & revenue visibility | 1 483 |
| 6 | JSW ENERGY : CREDIT RATINGS REAFFIRMED / ASSIGNED ⚡
• DRES Energy: CARE A+; Stable – Reaffirmed
• O2 Renewable Energy I: CARE A; Stable – Reaffirmed
• O2 Renewable Energy VIII: CARE A; Stable – Reaffirmed
• O2 Renewable Energy XXX: CARE A; Stable – Assigned
Overall: POSITIVE 📈 | Strong credit profile across subsidiaries | 1 426 |
| 7 | GUJARAT ENERGY : DEMERGER COST OF ACQUISITION RATIO 📊
• Gujarat Energy Ltd (GEL): 70.66%
• GSPL Transmission Ltd (GTL): 29.34%
• For shareholders holding GEL shares before the Record Date, the pre-demerger acquisition cost will be split in the above ratio between GEL & GTL.
Example: If 900 GEL shares were bought at ₹400/share (total cost ₹3.60 Lakh):
• GEL cost: ₹2.54 Lakh (70.66%)
• GTL cost: ₹1.06 Lakh (29.34%)
• Based on the entitlement ratio, 300 GTL shares would be allotted.
Note: Ratio is based on the net worth of GEL and net assets of the Gas Transmission Business as of April 1, 2025. | 1 477 |
| 8 | XTRANET TECHNOLOGIES : BOARD APPROVES KEY APPOINTMENTS & AGM 📋
• Internal Auditor: R Jayantilal Shah & Company for FY27.
• Secretarial Auditor: Ayush Khandelwal & Associates for 5 years (FY27–FY31), subject to shareholder approval.
• Managing Director: Sukhbir Singh Kukreja re-appointed, subject to shareholder approval.
• Board’s Report for FY26 approved.
• 25th AGM: Sept 30, 2026 at 3:00 PM via Video Conferencing.
Impact: NEUTRAL | Routine corporate governance & AGM approvals | 1 438 |
| 9 | MOLBIO DIAGNOSTICS | Q1 FY27 RESULTS 📊
Q1 FY27 Performance
- Revenue: ₹408 Cr | ↓27% QoQ | ↑310% YoY
- EBITDA: ₹101 Cr | ↓37% QoQ | ↑758% YoY
- EBITDA Margin: 24.6% vs 28.3% QoQ | -15.3% YoY
- Net Profit: ₹53 Cr | ↓45% QoQ | ↑321% YoY
KEY TAKEAWAY
- Strong YoY growth across revenue, EBITDA and net profit, despite sequential moderation in Q1.
- EBITDA growth significantly outpaced revenue growth on a YoY basis. | 2 025 |
| 10 | US forces reportedly strike Iranian tanker near Kharg Island, key oil export hub.
The reported strike comes amid a US blockade of Iranian oil exports, raising fresh concerns over crude supplies and global energy markets. | 1 934 |
| 11 | INDIAN IMMUNOLOGICALS (IIL) SAYS IT HAS RECEIVED QUERIES FROM HEALTHCARE PROFESSIONALS REGARDING RABIES VACCINE ABHAYRAB BATCH NUMBER KE25012 | 1 906 |
| 12 | INDIAN IMMUNOLOGICALS (IIL) SAYS THE VIALS EXAMINED ARE NOT A PRODUCT MANUFACTURED BY HUMAN BIOLOGICALS INSTITUTE AND THAT NO MARKET COMPLAINT HAS BEEN RECEIVED IN RESPECT OF THE BATCH, ADDING THAT IT SUBMITTED ITS BATCH MANUFACTURING, QUALITY CONTROL, RECONCILIATION AND DISTRIBUTION RECORDS TO THE CDSCO ON 14.08.2026 AND HAS ASKED AUTHORITIES TO TRACE THE SOURCE OF THE VIALS AND ACT AGAINST THOSE RESPONSIBLE. | 1 823 |
| 13 | GRE RENEW ENERTECH : ₹24.88 Cr SOLAR EPC ORDERS ☀️
• Secured new orders worth ₹24.88 Cr during Aug 16–31, 2026.
• Orders mainly comprise Ground Mounted Solar EPC projects, along with one Rooftop Solar EPC project.
• Execution period: 3–6 months.
• Individual order value ranges from ₹36.58 Lakh to ₹6.84 Cr.
• Orders received in the ordinary course of business; no new business segment involved. | 1 738 |
| 14 | BCPL RAILWAY INFRASTRUCTURE : ₹37.36 Cr ORDER FROM EASTERN RAILWAY 🚆
• Emerged as L1 from Asansol Division of Eastern Railway.
• Project: Replacement of old/overage structures in Waria–Raniganj section.
• Order Value: ₹37.36 Cr (incl. GST)
• Contract is in the ordinary course of business. | 1 683 |
| 15 | ASK AUTOMOTIVE : JV COMMENCES COMMERCIAL PRODUCTION 🚗
• JV ASK GTD Control Cable Pvt Ltd commenced commercial production and supply on Sept 5, 2026.
• Manufacturing facility located at Karoli, Rajasthan.
• Commercial operations mark the next phase of the JV after its incorporation in September 2025. | 1 739 |
| 16 | SOM DISTILLERIES : ₹25 Cr FUNDRAISING AT ₹77.81/WARRANT 💰
• Board approved issuance of up to 32.13 lakh convertible warrants at ₹77.81 per warrant.
• Total Fundraise: ₹25 Cr
• Issue to Mr. Deepak Arora, Promoter, through preferential allotment, subject to approvals.
• Funds to be used for working capital & general corporate purposes.
• Warrants exercisable within 18 months from allotment.
Impact: POSITIVE 📈 | Strengthens working capital & corporate funding | 1 658 |
| 17 | Aluminium conducts heat at 237 W/mK, Copper conducts at 400 W/mK (Watts per meter-Kelvin)
That is why copper gets used in high-power electronics cooling despite being heavier and more expensive. DRDO and IISc Bangalore created new composite by mixing aluminium-silicon alloy with carbon nanotubes. It reaches 335-355 W/mK, very close to copper performance.
Aluminium holds 61% of global heat sink market because it is lighter and cheaper, If you can make aluminium perform like copper at aluminium prices, that market shifts fast
Every fighter jet, radar system, and missile carries heat sinks to cool electronics. Most of these use copper because aluminium alone cannot handle high thermal loads well enough.
But copper weighs 3x more, which matters on airborne platforms where weight directly affects fuel and payload. IISc developed aluminium composite with carbon nanotubes for DRDO that conducts heat at 335 W/mK, near copper range.
Weight drops by 65%, cost drops further. Indian defence just moved from importing copper cooling parts to growing domestic capability in advanced thermal materials
Global thermal management market sits at $18bn in 2026 and growing at 10% per year. AI servers run GPUs that consume 600-1200 watts each, generating extreme heat in tight spaces.
Current cooling depends on copper-aluminium hybrid heat sinks because neither metal alone works well enough at high density. DRDO-IISc composite hits 335-355 W/mK using carbon nanotubes in aluminium matrix. That is copper-grade performance at aluminium weight.
Research was done for defence radar and missile cooling, but same properties apply directly to GPU server racks and EV battery packs. | 1 867 |
| 18 |  RAYMOND LIMITED | DEFENCE × AEROSPACE × PRECISION ENGINEERING
AEROSPACE — HIGH-VALUE COMPONENTS
- 1,300+ aerospace engine parts developed with 25+ aerospace customers.
- 350+ parts developed for the latest LEAP engine variants.
- ₹5,960 Cr long-term aerospace order visibility.
- Long qualification cycles and stringent aerospace certifications create high entry barriers and switching costs.
DEFENCE — PRECISION MANUFACTURING
- Precision-machined components and assemblies for defence applications.
- Mass production of precision defence components has commenced.
- AS9100D / NADCAP ecosystem strengthens qualification barriers.
- Increasing defence localisation creates an opportunity for domestic precision-engineering suppliers.
PRECISION ENGINEERING / AUTO
- 2,000+ auto-component SKUs across ring gears, flex plates, shafts and transmission components.
- EV and hybrid platforms create a new opportunity for high-precision components.
- Precision Technology & Auto EBITDA grew ~46% YoY in Q1 FY27.
- Existing engineering capabilities provide a base for expanding into higher-value mobility applications.
THE INFLECTION
- Qualification → Customer approval → Orders → Capacity addition → Volume ramp-up → Operating leverage → Margin expansion → ROCE / FCF improvement.
- Q1 FY27 consolidated EBITDA stood at ₹100 Cr with a 15.9% margin.
- The key opportunity is the transition from a traditional engineering business toward qualification-driven, high-value global supply chains.
WHAT MAKES THE STORY INTERESTING
- The investment thesis is not simply about the Raymond brand.
- The bigger opportunity is building a strategic supplier position in global aerospace, defence and mobility ecosystems.
- Once products are qualified and production scales, long customer cycles can support sticky revenues and operating leverage.
- Higher-value product mix can potentially improve margins and capital efficiency over time.
4 NUMBERS TO WATCH
- Aerospace revenue growth.
- Capacity utilisation.
- ROCE.
- Free cash flow.
KEY TAKEAWAY
- Aerospace qualification + defence scale-up + precision-engineering growth could transform Raymond into a strategic high-value supplier, with ROCE and FCF the key proof points. | 1 875 |
| 19 | TCS : AI DATA CENTER CAMPUS IN TELANGANA 🚀
• TCS subsidiary HyperVault to develop up to 1 GW AI data center campus in Hyderabad.
• Campus to support AI training, inference & high-density GPU workloads.
• Project investment of up to ₹70,000 Cr by HyperVault and partners.
• Campus will use green energy & water-neutral design. | 1 770 |
| 20 | SHAKTI PUMPS : ₹11 Cr INVESTMENT IN SOLAR MANUFACTURING ☀️
• Invested ₹11 Cr in wholly owned subsidiary Shakti Energy Solutions.
• Investment to set up a 2.20 GW Solar DCR Cell & PV Module manufacturing plant in Pithampur, Madhya Pradesh.
• SESL FY26 turnover: ₹239.11 Cr.
• Investment made through subscription to equity shares and completed on the same day. | 1 860 |
