Positive Triggers • Defense (BDL, BEL): Govt clears ₹79,000 cr defence proposals via DAC • Cipla: Signs strategic agreement with Eli Lilly • ONGC, Oil India: Brent crude rallies as China resumes Russian oil buying • Hero MotoCorp: Partners with MotoGB for UK expansion • AGI Infra / Himatsingka / Tourism Finance: Board approves ₹500 cr fundraise / ₹500 cr equity raise / targets ₹2,000 cr FY26 disbursement • ARSS Infra: Wins ₹164 cr order • Syngene: Announces biologics facility expansion • EPack Prefab Tech: BofA Europe buys 5.6 lakh shares • Hindalco (Novelis): Strong aluminium + Midwest premia to offset tariffs • Insolation Energy: Migrating to main board • PTC India Financial: Q2 PAT +86% YoY • Sagar Cements: Q2 margin up 430 bps to 8.5% • Syrma SGS: To acquire KSolare Energy for ₹170 cr • Choice International: Adds ₹635 cr AUM in wealth segment • NTPC Green: Gujarat wind project goes live Negative Developments • Colgate: Q2 PAT –17% YoY; 5th straight miss • Tata Motors PV: S&P revises outlook to Negative • Reliance, OMCs: Govt reviewing US sanctions on Russian oil • CCL Products, Tata Consumer: Coffee prices retest all-time highs (input inflation risk)

TATAMOTORS

HEROMOTOCO

TATACONSUM

COLPAL

SYRMA

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