Dev Investor @ Dev chandrakar

Equity Investing , Views are only for Education.

[Dev Investor @ Dev chandrakar @chandrakar_c]

श्री कृष्ण जन्माष्टमी की हार्दिक शुभकामनाएँ ✨🦚

💙 नंद के घर आनंद भयो,
जय कन्हैया लाल की! 🌸
Shree Krishna Coloring Book for Childrens
https://t.co/mqy7kdkK0r

[Dev Investor @ Dev chandrakar @chandrakar_c]

Key market updates

[Dev Investor @ Dev chandrakar @chandrakar_c]

Elon Musk is telling to buy robotics stocks. "There will be at least a billion robots in 10 years, each producing at least 5x the output of a human" Morgan Stanley says robots are a $5 TRILLION market by 2050.

[Dev Investor @ Dev chandrakar @chandrakar_c]

CREDIT RATING
Adani Power: Ind-Ra upgraded NCDs and bank loans to IND AA+.
Capri Global: CareEdge assigned BB-/Positive rating to proposed $300 million notes.
Global Surfaces: Acuité downgraded facilities to BBB/A3+, negative outlook.

[Dev Investor @ Dev chandrakar @chandrakar_c]

Zydus Wellness: Kapil Sharma appointed Chief Revenue Officer.
SKF India: MD Mukund Vasudevan resigned.
Jauss Polymers: Six directors, including MD, resigned; new appointments made.
Lippi Systems: MD/directors resigned; new directors appointed after open offer.

[Dev Investor @ Dev chandrakar @chandrakar_c]

MANAGEMENT
Ujjivan SFB: Carol Furtado appointed interim CEO for 3 months.
Nanavati Ventures: Vipulbhai Vachheta appointed Chairman & MD.
Anlon Technology: Miron Harri Thoms appointed CEO & KMP.
ZF Commercial Vehicles: Rakesh Mishra appointed CFO.

[Dev Investor @ Dev chandrakar @chandrakar_c]

Virtuoso Optoel: ₹84.99 crore preferential issue planned.
Supreme Engineering: 28.10 crore shares + 14.50 crore warrants at ₹2.60.
Advance Multicorp: ₹40 crore preferential warrants; capital raised to ₹45 crore.
Avonmore Capital: ₹60 crore NCD private placement.

[Dev Investor @ Dev chandrakar @chandrakar_c]

FUNDRAISING
Thinkink Picture: Proposed FCCB issue up to $700 million.
Gujarat Themis: ₹335 crore preferential issue proposed.
Dhansafal Finserve: Plans to raise up to ₹300 crore privately.
Gravity India: ₹90 crore QIP proposed.

[Dev Investor @ Dev chandrakar @chandrakar_c]

MERGER / DEMERGER
Go Digit : CCI approved Go Digit Infoworks–Go Digit Insurance merger.
Royal Cushion: Royal Spinwell & Developers merger became effective.
India Glycols: Demerger became effective on 1 September 2026.
Muthoot Finance: Muthoot Money merger proposal disclosed.

[Dev Investor @ Dev chandrakar @chandrakar_c]

Renaissance Global: To acquire 20% Naman Trading FZC stake in the Middle East.
Telge Projects: Subsidiary to acquire 100% Wheaton Detailing Services, US.
Blue Cloud Software: Proposed Caretech AI acquisition via share swap.

[Dev Investor @ Dev chandrakar @chandrakar_c]

ACQUISITION
Vertoz: ₹101 crore Tavento Labs acquisition; 2.29 cr shares to be issued.
ITC Hotels: Acquired 100% GHK Hospitality for ₹155 cr.
Jamna Auto: Acquired 100% Owen Springs, UK for £2 million.
Tata Consumer: Acquired remaining 5% Capital Foods stake; holding reaches 80%

[Dev Investor @ Dev chandrakar @chandrakar_c]

Aarvi Encon: ₹174.73 crore CEIL manpower orders for 2026–29.
ARSS Infra: ₹130.53 crore East Coast Railway ROB order.
Texmaco Rail: $135 million international locomotive order.
KPI Green: LOI for 33.6 MW/76.6 MW DC hybrid power project.

[Dev Investor @ Dev chandrakar @chandrakar_c]

Key market updates today
ORDER WINS
Sical Logistics: ₹534.73 crore, 5-year Central Coalfields contract.
Marine Electricals: ₹229.73 crore Digital Edge DC orders; 15-month execution.
Sugs Lloyd: ₹214.27 crore, 3-year network-maintenance orders.

[Dev Investor @ Dev chandrakar @chandrakar_c]

Q1FY27 Earnings Report Card
Leading Sectors (Earnings Growth + Price Strength)
1. Pharma API, Formulations, Generics
2. CDMO
3. QSR
4. Diagnostics
5. Jewellery
6. Precision Engineering
7. Wires & Cables
8. Capital Goods
9. Auto & Ancs

[Dev Investor @ Dev chandrakar @chandrakar_c]

Outlook: Auto OEMs + ancillaries + forging companies could perform well in Q2 based on current trends.

[Dev Investor @ Dev chandrakar @chandrakar_c]

Auto sector remains strong.monthly updates
Mahindra SUVs: +50% YoY
Maruti: +15%+ YoY
Bajaj Auto 2W: +30% YoY
Hyundai: +24% YoY
SSWL exports: +63% YoY
SSWL CV business: +50%+, indicating the CV upcycle is continuing.

[Dev Investor @ Dev chandrakar @chandrakar_c]

Management Changes

[Dev Investor @ Dev chandrakar @chandrakar_c]

Wheels India: Revised ₹180 crore preferential issue.
Orchasp: ₹7.11 cr preferential issue.
Neetu Yoshi: Raised ~₹27.5 cr through warrants.
Other companies: AVP Infracon, Ganga Bath Fittings, Kiri Industries, Z-Tech India and ARSS Infra also announced/approved capital raising.

[Dev Investor @ Dev chandrakar @chandrakar_c]

Fundraising
Piramal Finance: ₹2,100 crore QIP + ₹1,750 crore promoter warrants.
GACM Tech: Fundraising up to ₹200 crore.
Kross: Preferential issue/warrants worth up to ₹63.6 crore.
Apollo Pipes: ₹189 crore warrants + ₹300 crore expansion plan.