Research notes

The note reports Peak XV Partners and Sequoia Capital are reportedly looking to sell up to 10.02 crore shares (1.6% stake) via a Rs 1,918 crore block deal at Rs 191.45/share.

The note says R R Kabel commenced commercial production at its new Silvassa wires and cables unit with initial capacity of 12,000 MTPA, expandable to 18,000 MTPA by December 2026.

The note says Saatvik Green Energy secured a Rs 1,041.63 crore order from SECI to manufacture and supply 600 MWp of solar PV modules, with execution by December 2027.

The note says ACME Solar incorporated four wholly owned subsidiaries to develop, establish and operate renewable power projects.

The note says NPCI's new MDR structure from October 15 on P2M UPI transactions above Rs 2,000 will improve monetisation and support long-term sustainability of the UPI ecosystem.

The note says the business story is intact and it stays positive, valuing the company at 26x June 2028E EPS for a fair value of Rs2,000, while flagging board-level exits and the absence of a promoter as governance considerations, and citing management's reiterated FY27E guidance of 20.5-21% EBITDA margin, 15.5%+ EBIT margin and FCF/PAT above 100% along with strong order bookings.

The note lists a trade idea to sell Eicher Motors September futures in the 7,576-7,655 range with a stop loss of 7,725 and targets of 7,278 and 7,129, citing long unwinding alongside a 10.4% fall in open interest.

The note lists a trade idea to sell LTM September futures in the 4,251-4,300 range with a stop loss of 4,375 and targets of 4,003 and 3,879, citing short build-up, and also shows LTM price down 6.4% with open interest up 30.3%.

The report lists Glenmark Pharma as a stock to watch likely to show relative strength given Pharma's strong technical structure.

The report lists Torrent Pharma as a stock to watch likely to show relative strength given Pharma's strong technical structure.

The report lists Granules as a stock to watch likely to show relative strength given Pharma's strong technical structure.

The report lists Lauras Lab as a stock to watch likely to show relative strength given Pharma's strong technical structure.

The report recommends buying Five-Star Business Finance in the range of 540-551 with a stoploss of 515 and a target of 636 over 1-2 months.

The report notes a closed Buy call on Prestige Estates from 17-08-2026 that resulted in a 4% loss.

The report notes a closed Buy call on Ashok Leyland from 27-08-2026 that resulted in an 8% loss.

The report notes a closed Buy call on MapmyIndia from 01-09-2026 that resulted in a 6% loss.

The report notes a closed Buy call on Finolex Cables from 09-09-2026 that achieved a 9% gain.

The report notes a closed Buy call on NRB Bearings from 08-09-2026 that achieved a 6% gain.

The report's morning call tracker lists an open Buy call on Kajaria Ceramics from 12-08-2026 with entry 1225.60, stoploss 1181 and target 1310.

The report's morning call tracker lists an open Buy call on BHEL from 13-08-2026 with entry 420, stoploss 401 and target 480.

The report's morning call tracker lists an open Buy call on Crisil from 31-08-2026 with entry 4732, stoploss 4520 and target 5025.

The report's morning call tracker lists an open Buy call on Kirloskar Oil Engines from 04-09-2026 with entry 2267, stoploss 2110 and target 2450.

The report's morning call tracker lists an open Buy call on Skipper from 08-09-2026 with entry 585, stoploss 540 and target 780.

The technical snapshot lists an intraday bearish view at CMP 3,383 with support 3,315 and resistance 3,417.

The technical snapshot lists an intraday bullish view at CMP 3,104 with support 3,073 and resistance 3,166.