Alpine Texworld: Lists Shares At ₹105 Each Vs Issue Price Of ₹105 On Nse And Bse.
Sbi Funds Management: Lists Shares At Rs 613 Each Vs Issue Price Of Rs 574 On Nse.
Aris Infra: Mukul Agarwal Holds 1.6% Stake In Aris Infra.
Karur Vysya Bank: Guidance - Management Cautioned That The Q1 Growth Should Not Be Considered An Indicator For The Full Year Growth At The Same Tempo, As Business Growth Was Front-loaded In Q1 And Potentially Q2.-concall Update
Karur Vysya Bank: Guidance - Asset Quality Guidance Includes Gross Npa Expected To Be Less Than 1.5%, Net Npa Less Than 1%, And Slippage Less Than 1% Of The Loan Book.-concall Update
Karur Vysya Bank: Guidance - Net Interest Margin (nim) Guidance For The Full Year Is 3.7% To 3.8%, With The Next Quarter Expected To Remain At 4% Plus, Though The Full-year Guidance Will Be Reviewed At The End Of September.-concall Update
Karur Vysya Bank: Guidance - Credit Growth Guidance Is Maintained At 1% To 2% Over Industry Growth For The Rest Of The Quarters.-concall Update
Karur Vysya Bank: Guidance - The Bank's Outlook For Fy2026-27 Remains One Of Cautious And Moderate Growth, With Q1 Performance Broadly In Line With Earlier Guidance.-concall Update
Dynamic Cables: U.s. Market Entry Expected To Boost Long-term Growth, But Short-term Targets Are Unclear. Company Believes Order Booking Slowdown Won't Majorly Affect Revenue, Aiming To Maintain Growth Path Despite Raw Material Price Fluctuations.
Dynamic Cables: Anticipates Solar Cable Earnings To Stay About 20% In The First Half Of Fy'27, With A Possible Rise In The Second Half Due To The New Plant. The Segment Is Expected To Expand By 25%-30% Over The Next Three To Four Years.
Dynamic Cables: Co. Sets Long-term Growth Target Of 18%-20% Annually, Expects Significant Revenue From New Plant Starting Q4 Fy'27, Aiming For 80%-85% Utilization By End Of Fy'28.
Canara Hsbc Life Insurance: Guidance - Management Remains Constructive On The Outlook For The Life Insurance Industry And Expects To Leverage Opportunities.- Concall Update
Canara Hsbc Life Insurance: Guidance - The Total Expense Ratio Is Expected To Improve And Decline As The Year Progresses, Not Remaining At The Q1 Level Of 21%.- Concall Update
Canara Hsbc Life Insurance: Guidance - The Agency Channel Will Incur A 200 Basis Point Drag On Margins For The Next Two Years, Becoming Vnb Positive From The Fourth Year Onward.- Concall Update
Canara Hsbc Life Insurance: Guidance - The Agency Channel Is Projected To Contribute Around 5% Of Total Ape In The Next Three Years, With Alternate Channels (including Agency) Reaching 15% To 20% Contribution.- Concall Update
Canara Hsbc Life Insurance: Guidance - The Annuity Business Is Expected To Grow Back To Its Previous Level, With The Overall Percentage Increasing.- Concall Update
Canara Hsbc Life Insurance: Guidance - The Ulip Mix Is Expected To Range Between 45% To 50% For The Full Financial Year.- Concall Update
Canara Hsbc Life Insurance: Guidance - No Specific Full-year Vnb Margin Guidance Was Provided Due To Market Volatility, But Growth Is Expected Over The Year.- Concall Update
Canara Hsbc Life Insurance: Guidance - Management Will Continue To Target A Similar Growth Trajectory As Reported In Q1, Striving To Exceed Targets Through A Dynamic Product Mix.- Concall Update
Canara Hsbc Life Insurance: Guidance - Q1 Fy'27 Wpi Growth Of 18% And Ape Growth Of 19% Were In Line With The Stated Guidance Of 18% To 20%.- Concall Update
Tvs Motor: Co Raises ₹500 Crore By Issuing Senior Non-convertible Debentures Via Nse Private Placement.
Glp-1 Opportunity To Lift Domestic Business At Indian Pharmaceutical Firms Like Cipla And Dr. Reddy's, Co's Have Also Benefited From The Expiry Of Semaglutide’s Patent In The Domestic Market In March. - Fe
Nse Index Opens Down 0.09% In Pre Open Trade
Indian Overseas Bank: Guidance - The Full-year Credit Cost Guidance Is 0.35% To 0.40%, And The Bank Aims To Build A Book Of Around Inr 500 Million In Gift City By Year-end.- Concall Update
Indian Overseas Bank: Guidance - The Bank Plans To Raise Inr 5,000 Crores In Equity Via Qip In Q3 Or Q4, Potentially In Multiple Tranches, And Expects To Announce A Dividend This Financial Year After Clearing Accumulated Losses.- Concall Update
Indian Overseas Bank: Guidance - Management Anticipates Net Interest Margin (nim) To Remain In The 3.3% To 3.4% Range And Return On Assets (roa) To Be Around 1.45% To 1.46% By Year-end, Driven By Nim Improvement.- Concall Update
Indian Overseas Bank: Guidance - The Bank Projects A Minimum Credit Growth Of 13% To 14% For The Full Year, With The Potential To Grow In The 20% Range, Consistent With Prior Years.- Concall Update
Indian Overseas Bank: Guidance - Management Expects To Maintain Profitability, Driven By Nii Growth And Consistent Non-interest Income, With Operating And Net Profit Showing An Increasing Trend Over The Last 10 Quarters.- Concall Update
Sona Blw Precision: Ubs On Sona Blw Precision Forgings Initiates Buy With Target Price Of ₹830 As The Company Enters A New Growth Phase Driven By Strategic Investments, Partnerships, Market Share Gains, Pricing Benefits, Expanding Emerging Businesses, And An Increasingly Diversified Portfolio, With Expected 20% Revenue Cagr And 25% Earnings Cagr Over The Next Five Years.
Jindal Stainless: Goldman Sachs On Jindal Stainless Initiates Buy With Target Price Of ₹1,000 As The Company Is Well Positioned To Benefit From Rising Domestic Stainless Steel Demand, Increasing Value-added Products, Significant Capacity Expansion To 8.2 Mtpa, Strong Balance Sheet, Attractive Valuations, And The Potential To Become The World's Second-largest Stainless Steel Producer.
Oberoi Realty: Hsbc On Oberoi Realty Maintains Buy With Target Price Of ₹2,310 As A Softer Q1 Pre-sales Performance Is Expected To Be Offset By The Strong Gurugram Launch In Q2, With Accelerating New Launches And Sustained Demand For Premium Residential Projects Supporting Growth.
Oberoi Realty: Jefferies On Oberoi Realty Maintains Hold With Target Price Of ₹1,970 As Strong Demand For The Gurgaon Project Has Nearly Doubled Fy27 Pre-sales Estimates To ₹130bn+, Supported By A Robust Launch Pipeline, Low Gearing, And Potential Re-rating From Faster Execution Of Newly Acquired Mumbai Redevelopment Projects.
Oberoi Realty: Nomura On Oberoi Realty Maintains Buy With Target Price Of ₹2,090 As It Raises Fy27/fy28 Pre-sales Estimates By 14%/17%, Expects ~40% Fy26–28 Pre-sales Cagr, Strong Cash Generation And Balance Sheet, 15–20% Cagr In Annuity And Hotel Income Driven By Sky City Mall And New Hotels, While Noting The Gurgaon Project Ruling As A Key Downside Risk.
India’s Gem And Jewellery Exports Rise By 26% In June; Gold Drives Increase - Bs
Rossari Biotech: Guidance - No Large Capex Is Planned For India In Fy27 And Fy28, With Focus On Utilizing Existing Assets, While The Saudi Arabia (ksa) Project Remains A Strategic Priority With Initial Exploratory Spends.-concall Update
Rossari Biotech: Guidance - The Pharma Business Is Projected To Contribute Inr30 Crores To Inr50 Crores In Revenue For The Current Year (fy27), With A Ramp-up Expected In Q2 Or Q3.-concall Update
Beta Drugs: Q1 Revenue 1.27b Rupees Vs 1b (yoy)
Rossari Biotech: Guidance - This Margin Improvement Will Be Driven By Optimizing The Product Portfolio, Exiting Low-margin Businesses, And Achieving Optimal Utilization Of Expanded Capacities.-concall Update
Rossari Biotech: Guidance - The Q1 Fy27 Consolidated Ebitda Margin Of 11.6% Is Expected To Be The Baseline, With A Target To Reach 15%+ Consolidated Ebitda Margins In Approximately Two Years.-concall Update
Beta Drugs: Q1 Cons Net Profit 158m Rupees Vs 117m (yoy)
Rossari Biotech: Guidance - Fy28 Growth Is Anticipated To Be Better, Assuming Increased Ethylene Oxide (eo) Availability By The End Of The Current Calendar Year.-concall Update
Rossari Biotech: Guidance - Management Is Maintaining Its Fy27 Top-line Growth Guidance At 15%, Despite Q1 Fy27 Revenue Growing 28% Year-on-year, Citing Global Uncertainties.-concall Update
Ashok Leyland: Co. Aims For Growth In Commercial Vehicles Due To Infrastructure Investments In Fy27. - Newspaper
Aditya Birla Capital: Co. Aims To Double Its Assets Under Management In 3 Years And Grow Its Housing Finance Loan Portfolio To ₹1 Lakh Crore. - Bl
Ultratech Cement: Jefferies On Ultratech Cement Maintains Buy With Target Price Of ₹14,065 As Q1fy27 Ebitda Beat Estimates On Strong Double-digit Volume Growth, Better Pricing And Execution, With Stable Pricing Outlook, Expected Double-digit Fy27 Volume Growth, Modest Ebitda/tonne Expansion, And Confidence In Achieving ₹1,400/tonne Ebitda By Q4fy28.
Ultratech Cement: Jpmorgan On Ultratech Cement Maintains Overweight With Target Price Of ₹13,300 As Q1fy27 Pat Slightly Beat Estimates On Stronger-than-expected Volumes, Ebitda/tonne Remained In Line Despite Higher Costs, Icl Profitability Continued To Improve, And Ultratech Remains Better Positioned Than Peers Due To Its Scale Despite Near-term Volume And Cost Pressures.
Ultratech Cement: Citi On Ultratech Cement Maintains Buy With Target Price Of ₹14,750 As Q1fy27 Ebitda Rose 14% Yoy On 13% Volume Growth And Stable India Ebitda/tonne, Supported By Improving Realizations, Disciplined Cost Management, Capacity Expansion, Stronger Icl Profitability, Healthy Balance Sheet, And Sustained Growth Outlook.
Ultratech Cement: Clsa On Ultratech Cement Maintains High Conviction Outperform With Target Price Of ₹14,000 As Q1fy27 Beat Estimates On 13% Yoy Volume Growth, Ebitda/tonne Of ₹1,183, Better-than-expected Cost Guidance, Robust Capacity Expansion, Margin Improvement, Improving Roce, Strong Free Cash Flow, And A Projected Mid-teen Fy26–30 Earnings Cagr.
Can Fin Homes: Guidance - The Company Remains Confident In Achieving Its Fy27 Aspirations Of 2.4% Roa And 18% Roe, Despite A Slight Q1 Roa Drop Due To Increased Opex.-concall Update
Can Fin Homes: Guidance - The Cost-to-income Ratio Is Expected To Hover Around 19.5% For The Current Year, With A Long-term Goal To Bring It Back To 18% Within Three Years As The Book Grows.-concall Update
Can Fin Homes: Guidance - Management Is Confident In Maintaining The Credit Cost Guidance Of 10 Basis Points For The Year, Citing Improved Delinquency Trends.-concall Update
Can Fin Homes: Guidance - The Company Expects To Maintain Nim At 3.8% Plus And Spread At 2.83%, Supported By Cheaper Bank Borrowings And Product/segment Mix Changes.-concall Update
Can Fin Homes: Guidance - Management Exceeded Q1 Fy27 Disbursement Guidance Of Inr2,500 Crore, Achieving Inr2,609 Crore, And Reaffirmed The Full-year Target Of 14% Aum Growth.-concall Update
Csm Technologies: Q4 Revenue 604m Rupees Vs 597m (yoy)
Csm Technologies: Q4 Cons Net Profit 93m Rupees Vs 52m (yoy)
Globus Spirits: Guidance - Ethanol Demand For Blending Is Expected To Grow At About 7% To 7.5%, Aligning With Petrol Consumption Growth, With E20 Remaining The Focus Despite Oversupply.-concall Update
Globus Spirits: Guidance - The Prestige & Above (p&a) Business Is Expected To Reach Profitability Sooner Rather Than Later, With A Focus On Utilizing Cash Flows From Manufacturing And R&o To Fund Its Growth.-concall Update
Globus Spirits: Guidance - The Regular & Others (r&o) Segment's Ebitda Margins Are Guided To Be Around 15% To 17%, With A Slight Normalization Expected Due To The Growing Mix From Uttar Pradesh, Which Has A Slightly Lower Margin Profile Than Rajasthan.-concall Update
Globus Spirits: Guidance - Manufacturing Capacity Utilization Is Guided At Around 85%, With No Plans For Capex To Increase Ena/ethanol Capacity, Beyond Inr 50-60 Crores Annually For Maintenance, Through The Fy '29 Strategy.-concall Update
Globus Spirits: Guidance - The Company Maintains A Manufacturing Business Margin Guidance Of Inr 5 To Inr 7 Per Liter For The Year, Expecting Range-bound Performance.-concall Update
Glenmark Pharma: Co. Gets U.s. Fda Approval To Allow Ryaltris Nasal Spray For Kids Aged 6 To Under 12 Years
Acme Solar: Company Enters Agreement With Seci For 300mw Wind-solar Hybrid Renewable Energy Project
Paytm: Clsa On Paytm Maintains Underperform With Target Price Of ₹1,050 As Q1fy27 Ebitda Slightly Beat Estimates On Strong Gmv And Financial Services Growth With Improved Cost Control, But Lower Payment Take Rates, Trimmed Fy27–29 Ebitda Estimates Due To Higher Opex, And Sees No Further Upside Despite Potential Upi Mdr.
Paytm: Citi On Paytm Maintains Buy And Raises Target Price To ₹1,560 As Q1fy27 Ebitda Beat Estimates On 28% Yoy Revenue Growth, Higher Merchant Loan Distribution, Lower Indirect Costs, Strong Contribution Margins, Raised Earnings Estimates, And Potential Upi Mdr Could Drive 8–10% Upside To Fy28 Ebitda.
Vimta Labs: Co. Expects Inquiry Trends And Strong Demand To Boost Performance In Future Quarters, Especially In Pharma And Recovering Clinical Research. The New Biologics Facility, After Securing Its First Domestic Order In Q1, Is Anticipated To Significantly Enhance Revenue And Margins Starting In The Third Year.
Vimta Labs: Co. Expects No Further Drop In Margins, Foreseeing Business Growth Even Though Q1 Operating Margins Decreased Quarter-on-quarter Due To Higher Facility Costs, New Labor Laws, And Rupee Appreciation.
Vimta Labs: Company Aims For 20% To 25% Revenue Growth This Year, Despite Q1 Fy '27 Revenue Remaining Steady At Inr 1,129 Million, Reflecting 13.7% Year-on-year Growth.
Jk Cement: Co. Aims For 100 Rmc Plants By Fy '28, Revenue Target Of Inr 250-300 Crores For Fy '27, Anticipating Break-even. Panna Line 2 Clinker Capacity To Increase To 4 Million Tons By Fy '27 With Sufficient Supply For Central India.
Jk Cement: Co.'s Jaisalmer Project And Bhatinda Grinding Unit On Schedule For H1 Fy '28; Rajasthan Wall Putty Expansion Set For Q2 Fy '27; Aiming For 40 Million Tons By Fy '28 And 50 Million Tons By Fy '30.
Jk Cement: Co. Reports Strong Volume Growth In Q1 Driven By New Plant In Central India, Gaining Market Share There And Maintaining In North And South. The Company Aims For 22.5 Million To 23 Million Tons In Fy '27 With Targeted Double-digit Growth, But Sustaining Q1's Rate May Be Tough Due To Capacity Issues In North And South.
Paytm: Goldman Sachs On Paytm Maintains Buy With Target Price Of ₹1,500 As Q1fy27 Posted Accelerated Revenue Growth And A 20% Ebitda Beat, Driven By Offline And Online Payment Market Share Gains, Strong Merchant Loan Distribution, Growing Postpaid Traction, And Expectations Of 27% Fy27 Revenue Growth With Ebitda More Than Doubling Yoy.
Jk Cement: Company Aims For Gray Business Volumes Of 22.5-23 Million Tons In Fy '27, Targeting Double-digit Growth. A Projected Cost Increase Of About Inr150 Per Ton For Q2 Compared To Q1, With Inr75-100 Due To Fuel And Inr50 From Diesel And Other Increases.
Sg Mart: Guidance - The Company Aims To Reduce Working Capital Days From The Current 27 To Between 20 And 25 Days In The Next Two Years, As Backward Integration Reduces Raw Material Stocking Requirements.-concall Update
Sg Mart: Guidance - By 2030, The Company Envisions Achieving Over 4 Million Tons In Steel Volume, Leading To Inr25,000 Crore To Inr35,000 Crore In Revenue And A Minimum Of Inr1,000 Crore Ebitda.-concall Update
Sg Mart: Guidance - For Fy27, Management Targets An Absolute Ebitda Of Around Inr300 Crore, Assuming No Drastic Deterioration In The Macro Environment Due To Geopolitical Tensions.-concall Update
Sg Mart: Guidance - The Total Capex Requirement For The Next Two To Three Years Is Above Inr1,500 Crore, Which Will Be Funded From Existing Cash On Books (inr700 Crore) And Internal Cash Flow Generation, Without New Capital Raising Or Dilution.-concall Update
Sg Mart: Guidance - Management Expects To Spend Inr400 Crore To Inr500 Crore On Capex For The Full Year Fy27, Having Already Spent Inr90 Crore In Q1 Fy27.-concall Update
Ultratech Cement: Co. Set To Launch New Cables And Wires Business In Q3 Fy27, Aiming For Double-digit Volume Growth Fueled By Increasing Demand.
Ultratech Cement: Company Anticipates Reaching 2.5 To 3 Gigawatts Of Green Power Soon And Plans To Keep Net Debt To Ebitda Under 1x This Fiscal Year. India Cements Management Aims For Ebitda Of Inr 1,000 Per Tonne, Expecting Full Impact Of Capex To Reflect In P&l By Q4 Fy28.
Ultratech Cement: Co. Aims For Double-digit Volume Growth In Fy27, Plans To Invest About Inr 17,000 Crores Over The Next 2 To 2.5 Years To Increase Capacity Over 242 Million Tonnes. Grey Cement Capacity Expected To Reach 212.7 Million Tonnes By Fy27, With The Rest Finished The Next Year.
Oberoi Realty: Co's Fy '27 Launch Plan Features Aurelius On Pedder Road, Two Towers In Pokhran Road And Kolshjet, Plus An Alibaug Project, With A Potential Mulund Launch In Q4 Fy '27. The Company Claims To Have "cracked The Code" To Deliver High Volume With Quality As It Pursues Growth Opportunities In Ncr (noida And Gurgaon).
Oberoi Realty: Co. Plans Q3 Launch For Adarsh Nagar, Awaiting Some Building Approvals. Ritz-carlton Expected To Be Ready By Financial Year-end, With 80%-90% Interior Work Finished.
Oberoi Realty: Management Aims To Keep Strong Sales Above Inr 100-120 Billion While Maintaining Over 50% Margins Through Targeted Product And Market Strategy. Next Phase Of Three Sixty North To Launch Next Year, With Strategy, Timing, And Pricing Still Under Review.
Lupin: Company Grants Kaveri Therapeutics Exclusive License For Oncology Program And Acquires 82.2% Equity Stake For $1.6 Million.
Ather Energy: Company Secures ₹1,300 Crore Via Qip At ₹1,202 Per Share.
Innovision: Company Wins Contract For Toll Collection At Turup Fee Plaza On Ranchi Bypass From Nhai.
Spice Lounge Food Works: Co. To Launch Its Second Wing Zone Location
Rites: Co. And Mecon Sign Agreement To Explore Business Opportunities
Earnings Today: Aavas Financiers, Aditya Birla Sun Life Amc, Adani Energy Solutions, Ador Welding, Anthem Biosciences, Arvind Fashions, Adani Total Gas, Atlanta Electricals, Bajaj Auto, Bandhan Bank, Bharat Coking Coal, Canara Robeco Asset Management Co, Crisil, Cyient Dlm, E2e Networks, Gabriel India, Granules India, Hatsun Agro Product, Hindusthan Insulators & Industries, Huhtamaki India, Indian Hotels, Indiamart Intermesh, Infobeans Tech, Jsw Infra, Kirloskar Pneumatic, Mahindra & Mahindra Financial Services, Mastek, Medplus Health Services, Mps, Ndtv, Niit, Sagility, Sunteck Realty, Trident, Tvs Holdings, Tvs Motor, Welspun Specialty Solutions
Stocks To Watch: Emcure Pharma, Wanbury, Sobha, Action Construction Equipment, K.c.p. Sugar, Redington, South West Pinnacle Exploration, Venus Remedies, Jaiprakash Power Ventures, Bluestone Jewellery And Lifestyle, Rallis India, Bajaj Healthcare
Emcure Pharma: Co Receives Cdsco Approval To Expand Poviztra® Use For Mash Treatment In India
Wanbury: Co Tanuku Facility Receives 6 Observations In Usfda Gmp Inspection || Co To Respond Within Stipulated Timeline
Sobha: Q1 Cons Net Profit 508m Rupees Vs 136m (yoy) || Q1 Revenue 12.78b Rupees Vs 8.5b (yoy) || Q1 Ebitda 777m Rupees Vs 239m (yoy) || Q1 Ebitda Margin 6.08% Vs 2.81% (yoy)
Action Construction Equipment: Q1 Sl Net Profit 1.2b Rupees Vs 977m (yoy) || Q1 Revenue 7.8b Rupees Vs 6.52b (yoy) || Q1 Ebitda 1.16b Rupees Vs 928m (yoy) || Q1 Ebitda Margin 14.86% Vs 14.24% (yoy)
K.c.p. Sugar: Co Subsidiary Eimco-k.c.p Wins ₹257 Crore Order From Hyundai Engineering & Construction For Common Seawater Supply Project
Redington: Co Signs 5-year Strategic Partnership With Resulticks To Expand Ai-driven Customer Engagement Solutions || Targets $150 Million Market Opportunity
South West Pinnacle Exploration: Q1 Sl Net Profit 76m Rupees Vs 21m (yoy) || Q1 Revenue 618m Rupees Vs 401m (yoy) || Q1 Ebitda 145m Rupees Vs 58m (yoy) || Q1 Ebitda Margin 23.46% Vs 14.39% (yoy)
Venus Remedies: Q1 Cons Net Profit 230m Rupees Vs 96m (yoy) || Q1 Revenue 1.79b Rupees Vs 1.32b (yoy) || Q1 Ebitda 341m Rupees Vs 101m (yoy) || Q1 Ebitda Margin 19.10% Vs 7.66% (yoy)
Jaiprakash Power Ventures: Q1 Sl Net Profit 4.7b Rupees Vs 2.78b (yoy) || Q1 Revenue 17.8b Rupees Vs 15.83b (yoy) || Q1 Ebitda 7.6b Rupees Vs 6.01b (yoy) || Q1 Ebitda Margin 42.75% Vs 38% (yoy)
Bluestone Jewellery And Lifestyle: Q1 Cons Net Profit 69.60m Rupees Vs Loss 345m (yoy) || Q1 Revenue 7.37b Rupees Vs 4.92b (yoy)
Rallis India: Q1 Sl Net Profit 1.25b Rupees Vs 950m (yoy) || Q1 Revenue 10.22b Rupees Vs 9.6b (yoy) || Q1 Ebitda 1.85b Rupees Vs 1.5b (yoy) || Q1 Ebitda Margin 18.10% Vs 15.67% (yoy)
Bajaj Healthcare: Q1 Sl Net Profit 137m Rupees Vs 118m (yoy) || Q1 Revenue 1.66b Rupees Vs 1.48b (yoy) || Q1 Ebitda 288m Rupees Vs 245m (yoy) || Q1 Ebitda Margin 17.36% Vs 16.47% (yoy)