Research notes

The report states Man Infraconstruction entered an agreement with Godrej Properties to develop a residential project in Marine Lines, Mumbai, with revenue potential of Rs 6,000 crore.

The report states Kalpataru Projects secured a Rs 4,000 crore-plus international order from UAE in its oil and gas segment.

The report states Morepen Laboratories submitted an ANDA to the US FDA for Sitagliptin Tablets, its first such filing in the US.

The report states Dilip Buildcon emerged as the lowest bidder for an NHAI tender in Maharashtra worth Rs 1,151 crore.

The report states the company launched a Hybrid Solar Inverter and Micro Grid Inverter for export to SAARC countries and the Middle East.

The report states the company has entered the AI segment with a unified AI platform for data science and ERP solutions.

The report states Sun Pharma signed an exclusive licensing agreement with LIB Therapeutics for lerodalcibep, excluding the US and China markets.

The report states Aequs' board approved a Rs 650 crore equity infusion to expand capacity in aerospace and consumer business and support its borrowing programme.

The note states Radico Khaitan has become the first Indian spirits firm to enter duty-free shops at four major UK airports (Heathrow, Gatwick, Manchester, Birmingham).

The report flags Lloyds Engg Works as a technical stock on radar, noting it is on the verge of a range breakout with robust volumes.

The report flags Welspun Corp as a technical stock on radar, citing continuation of uptrend, bounce from 20DEMA, and volume surge.

The report lists Syrma SGS Technology as a focus investment idea with a Buy rating and 15% upside target.

The report lists Emcure Pharma as a focus investment idea with a Buy rating and 17% upside target.

The report lists Eternal as a focus investment idea with a Buy rating and 19% upside target.

The report lists Adani Ports as a focus investment idea with a Buy rating and 28% upside target.

The report lists SPR Auto Technologies as a focus investment idea with a Buy rating and 29% upside target.

The report gives a BUY call on Pearl Global citing commissioning of a Bangladesh facility adding capacity, improving export demand, and a bullish technical breakout setup.

The report states a USFDA inspection of Zydus's pharmacovigilance systems concluded with nil observations and highlights the company's industry-outperforming growth and FY27 guidance of double-digit revenue growth with ~24% EBITDA margin.

The report reiterates a BUY rating on NMDC citing commissioning of its 2 MTPA pellet plant at Nagarnar and a strong capex pipeline aimed at reaching ~100mt capacity by FY30.

The report notes a block deal where Augment India Holdings sold 7.25% equity at a floor price of Rs 1,250 against CMP of Rs 1,393.

The report says Aequs's board approved a preferential issue of up to 2.8 crore warrants to a promoter group member, aggregating to approximately Rs 650 crore.

The report states Signature Global acquired a ~194-acre land parcel in Farrukhnagar, Gurugram, adding ~6.77 million sq ft of developable area with an estimated GDV of Rs 5,500-6,000 crore.

The report notes that Prestige Hospitality Ventures withdrew its DRHP for a proposed IPO citing strategic considerations and uncertain market conditions.

The note suggests buying Britannia's 4900 Put option for October expiry on a short-buildup logic, with target 140.

The note suggests buying Blue Star's 1520 Put option for October expiry on a short-buildup logic, with target 65.