Research notes

The note reports BMC is partnering with Godrej Properties and RC Group to develop the first phase of a landscaped promenade at Bandra Bay.

The note says PC Jeweller reported about 28% YoY consolidated revenue growth for the September 2026 quarter and became debt-free, receiving around Rs 142 crore from export debtors.

The note reports 31% YoY total revenue growth in Q2 FY27, retail revenue up 29% and SSSG of 19%, aided by festive demand.

The note says the firm will invest up to Rs 4.10 crore in Jager Renewables, an SPV for solar power supply in Uttar Pradesh.

The note reports consolidated revenue of Rs 2,608.7 crore for the quarter ended September 2026, up 11.9% YoY, with Domino's India LFL growth of 4.1% and 108 stores added, taking Domino's India count to 2,601.

The note says the company signed an SPA with PFC Consulting to acquire 100% of Satara Power Transmission Limited, a planned 765 kV inter-regional corridor project.

The note reports Inox Green completed payment for the transfer of Wind World India's 4.5 GW wind O&M business for Rs 550 crore inclusive of taxes, taking a 75% stake in VEPL.

The note says Tata Power has partnered with Norway's Ocean Sun for a ~300 kWp membrane-based floating solar pilot at its Mulshi reservoir.

The note reports the company received an LoI from Gujarat Energy Transmission Corporation for a 220kV transmission line worth Rs 78.84 crore including GST.

The note says Kanoria Chemicals launched a 12 TPD Triacetin manufacturing facility at Ankleshwar, Gujarat.

The note reports LTM announced an expanded collaboration with Google Cloud to accelerate adoption of Gemini Enterprise.

The note says Ramco Systems has partnered with UAE audit firm Baker Tilly SM Envoy Consultancy to offer Ramco Payce payroll solutions.

The note reports a 300 MW wind PPA with SECI has been terminated, obliging Torrent Power to pay Rs 39.78 crore in liquidated damages.

The note says GAIL is in talks with three to four US LNG export projects for long-term supplies and may acquire a minority stake in one, to diversify sourcing after Strait of Hormuz disruptions.

The note reports Dixon has formed a 60%-owned joint venture, Dixon Electroconnect Pvt Ltd, with Gemtek Technology to produce telecom products addressing AI, cloud and networking demand.

The note previews TCS's Q2 FY27 results due after market hours, estimating rupee revenue up 1.1% QoQ and 11.1% YoY to Rs 73,081 crore, US$ revenue up 0.4% QoQ to US$7,652mn, net profit down 7.1% QoQ to Rs 13,639 crore and EBIT margin up 50bps QoQ to 24.5%, with TCV expected at $10-11bn and a second interim dividend to be considered.

The technical snapshot lists Titan as a bearish intraday call at CMP 4,377 with support at 4,289 and resistance at 4,421.

The technical snapshot lists Bank of Maharashtra as a bullish intraday call at CMP 84.15 with support at 83 and resistance at 86.

The note says the company has partnered with Norway's Ocean Sun to bring membrane-based floating solar technology to India and will pilot a 300 kWp project in Maharashtra.

The note says the BMC has partnered with the company and RC Group to develop a promenade at Bandra Bay.

The note says step-down arm Torrent Saurya Urja 2 terminated a 300 MW wind PPA with SECI and will pay Rs 40 crore for the termination.

The note says Rajasthan GST officials inspected the company's Bhiwadi manufacturing unit on Oct. 6.

The note says the company has added 1,694 MW since April, taking total installed capacity to 15.1 GW.

The note says the company received in-principle approval to issue 15 lakh warrants convertible into shares.

The note says the company received a Rs 50 crore order from ITI to supply 80 enterprise servers for a defence project with the Indian Army as end customer, including eight years of AMC.