➡️Cuts F3Q capacity growth view to high single / low double digits (vs high teens). ➡️Sees mid-single digit drop in passenger unit revenue ➡️MS: Near-term weak, but correction = buying opportunity; long-term story intact 👉🏻

OFSS

➡️Parent Oracle stock slips 11% AH post Q2 numbers ➡️Revenue at $16.06B, slightly below expectations 👉🏻Puravankara ➡️Subsidiary wins ₹520 Cr order for One Bangalore Luxury Project 👉🏻

TCS

➡️To acquire Coastal Cloud Holdings (AI advisory) for $700M (~₹6,300cr) 👉🏻Astral & Supreme Ind ➡️CITI on Plastic Pipes ➡️Sector recovering; housing + irrigation + replacement demand strong ➡️Prefers Astral > Supreme; Astral BUY TP ₹1,800; Supreme SELL TP ₹2,950 ➡️EBITDA CAGR (FY25–28E): Astral ~19%, Supreme ~9%

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