✅ Positives Tech Mahindra: Q2 constant currency growth strongest in 10 quarters — clear IT revival signal. ICICI Lombard: Q2 PAT up 18% YoY, steady underwriting performance. Thyrocare: Announces 2:1 bonus issue; Q2 margins at 33% vs 27.2% YoY, strong profitability.

LEMONTREE

: Signs pact for 54-room hotel in Gujarat, expanding midscale footprint. Bharat Dynamics: IAF to buy ~700 units for its fighter jet fleet — strong defense order inflow. Star Cement: Approves fund raise of up to ₹1,500 Cr, boosting expansion plans. Persistent Systems: Q2 EBIT margin improves to 16.3% vs 15.5% QoQ, continued operating strength. TCC Concept: Acquires 95.2% stake in Pepperfry for ₹659 Cr, entry into e-commerce home retail.

OLAELEC

: Plans entry into energy storage segment, diversifying beyond EVs. ❌ Negatives Keystone Realtors: Promoters to sell 3.63% stake via OFS, near-term pressure expected. Nirman Agri: SEBI bans company for IPO fund diversion — severe governance concern. Kirloskar Ferrous: Karnataka plant operations suspended for 40 days, impacting production.

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