Research notes

The note says August toll revenue rose about 25% YoY to Rs 807 crore from Rs 646 crore on traffic growth and FY27 tariff hikes, with management expecting positive momentum to continue.

The note says the RBI approved ICICI Prudential Asset Management Company to acquire aggregate holding of up to 9.95% in the bank.

The note says its entity Suyog Urja received a Rs 224.19 crore LOI from Tata Power Renewable Energy for EPC works on NTPC's 180 MW wind project in Parli, Maharashtra, due by March 2027.

The note says the company received a Rs 2.10 crore penalty from National Highways Logistics Management Limited for delays in project implementation timelines.

The note says the company received a Rs 1,800 crore order from the Petroleum and Natural Gas Regulatory Board to lay an LPG pipeline, with a three-year execution period and 25-year operation period.

The note cites a dealer check that Morbi region gas volumes fell to 0.8 mmscmd versus 5.67 mmscmd in Q1FY27 due to a price gap of over Rs 20 between gas and propane.

The note says the company filed a draft letter of offer for a proposed rights issue of up to Rs 1,300 crore.

The note says the company will set up an 850 TPD greenfield corn wet milling unit at Hubli for Rs 333 crore, taking Hubli capacity to 1,600 TPD and targeting 9,000 TPD corn wet milling capacity by 2030.

The note says ONGC vessel Samudra Sevak arrived in Mumbai after emergency dry docking while vessel SEAMEC Agastya was off-hired from 8 Sept 2026 for technical reasons.

The morning call tracker shows a closed buy call on Prestige Estates entered at 1592.50 that resulted in a 4% loss.

The morning call tracker shows a closed buy call on Ashok Leyland entered at 179 that resulted in an 8% loss.

The morning call tracker lists an open buy call on Kajaria Ceramics entered at 1225.60 showing a 1% gain, with stoploss 1181 and target 1310.

The morning call tracker lists an open buy call on BHEL entered at 420 with stoploss 401 and target 480.

The morning call tracker lists an open buy call on Crisil entered at 4732 with stoploss 4520 and target 5025.

The morning call tracker lists an open buy call on MapmyIndia entered at 1013 currently showing a -5% loss, with stoploss 958 and target 1160.

The morning call tracker lists an open buy call on Kirloskar Oil Engines entered at 2267 currently showing a -1% loss, with stoploss 2110 and target 2450.

The morning call tracker lists an open buy call on Skipper entered at 585 with stoploss 540 and target 780.

The morning call tracker lists an open buy call on NRB Bearing entered at 483 with stoploss 464 and target 525.

The report gives a trading idea to buy Finolex Cable at CMP 1290 with a stoploss of 1245 and target of 1400 over 1-3 weeks.

The report says Monomark Engineering (India) received mainboard approval comprising 27 lakh shares.

The report says Neptune Holidays received SME approval comprising 48 lakh shares.

The report says Royal Foodstuffs received SME approval comprising 63 lakh shares.

The report says Cosmic PV Power received mainboard approval for a proposed Rs 640 crore issue, the largest disclosed approval of the week.

The report says Lansai Global filed an SME DRHP comprising 42.18 lakh shares.

The report says Ideas Electricals & Engineers filed an SME DRHP comprising 64.488 lakh shares.