Paytm: Co CEO Vijay Shekhar Sharma, CFO Get Sebi Notice Over Timing Of 2023 Loan Disclosure || The Regulator Has Sought Responses From CEO Vijay Shekhar Sharma, CFO Madhur Deora And Other Key Personnel Over When Paytm Disclosed Its Decision To Curb Small Personal Loans. -MC

Aurionpro Solutions: Co Wins Major Contract Worth Rs 100 Cr From A Global Hyperscale Data Center Operator.

RailTel Corporation Of India Limited: Wins ₹63 Crore Project For Exclusive Gate Automation System From Deendayal Port Authority.

Bank Of America To Invest Up To ₹18,268 Crore ($1.9 Billion) For 49.9% Stake In Jio Credit, Forming A Key Global-Local Lending Partnership To Boost Jio Financial's Growth In India. - ET

Yokohama Targets Deeper OEM Tyre Partnerships In India, With ₹3,000+ Cr Invested In Visakhapatnam And Plans To Expand Supplies To Maruti Suzuki And Premium Vehicle Makers - Newspaper ( Maruti Suzuki )

Grasim Industries: Aims To Keep Its Consolidated Net Debt To EBITDA Ratio Below 2 For The Whole Year. In The Chemicals Sector, The ECH Commissioning Is Anticipated In Q2 FY27, Aiming For Chlorine Integration To Reach 68% By The End Of This Financial Year.

Grasim Industries: Birla Opus Targets INR10,000 Crore Revenue By FY28, Anticipating Profitability At This Level. Birla Pivot Is On Course To Reach EBITDA Breakeven By The End Of FY27. Grasim's Contribution To AB Renewals Equity Is Expected To Be Under INR1,000 Crore This Financial Year.

Nuvama: UBS on Nuvama Initiates Buy with Target Price of ₹2,095 as ₹4.5tn client assets and 16% FY26 wealth NNM position it well for India’s financialisation of savings, with 15% AUM and 21% EPS CAGR forecast for FY26-29 driven by NNM, managed solutions, RM productivity and recurring revenue, while re-rating potential supports 4%/8%/9% FY27-29 EPS upgrades.

MCX: UBS on MCX Upgrades to Buy with Target Price raised to ₹3,800 as positive regulation, resilient volumes and commodity volatility support growth, Q1FY27 performance was strong with positive management commentary, and valuation at 40x 1-year forward PE is attractive at a 15% discount to the three-year average.

PI Industries: Citi on PI Industries Maintains Sell with Target Price of ₹2,375 as 1Q EBITDA fell 29% YoY on 13% lower Agro CSM exports and weak margins, higher Pharma and biologicals losses hurt earnings, while generic competition and front-ended pyroxasulfone sales create near-term uncertainty.

PI Industries: HSBC on PI Industries Maintains Hold with Target Price cut to ₹2,720 as 1Q earnings missed again due to weak exports, higher costs and lower realisations, core businesses remain muted while new businesses require investment, though the stock has corrected 24% in six months and trades at 28x FY28E EPS versus a 32x 10-year mean.

PI Industries: Jefferies on PI Industries Maintains Buy with Target Price of ₹2,910 as revenue was in line but EBITDA/PAT missed estimates by 8%/15%, CSM exports faced lower volumes and pricing pressure, Pharma remained weak, FY27 growth guidance was cut to low-single-digit from high-single-digit, and FY27/FY28 EPS estimates were reduced 12%/11%.

Grasim: Citi on Grasim Maintains Buy with Target Price of ₹3,850 as 1Q EBITDA rose 2.5x YoY/76% QoQ with improved Paints, VSF and Chemicals performance, Paints market share gained 30bps, Birla Pivot targets ₹100bn+ revenue run-rate and FY27 breakeven, while resilient VSF pricing and Chemicals ME uncertainty remain key factors.

Grasim: Jefferies on Grasim Maintains Buy with Target Price raised to ₹3,910 as a sharp 1Q beat drove FY27/FY28 EBITDA upgrades of 30%/7%, all segments outperformed, VSF and Chemicals benefited from pricing, Paints targets 50% FY27 growth, B2B e-commerce should turn profitable by FY27-end, and stronger standalone performance could narrow the holdco discount.

Astral: Citi on Astral Maintains Buy with Target Price of ₹1,900 as 1Q EBITDA rose 25% YoY across plumbing and adhesives, piping volumes sharply recovered in July with double-digit FY27 growth, management remains confident on 10-15% volume and 10% value growth, while CPVC backward integration in 4QFY27 should support FY28 margins and market share.

Astral: CLSA on Astral Maintains Hold with Target Price of ₹1,490 as piping demand rebounded sharply with 40% July growth after 1Q channel destocking, EBITDA margins improved in piping while adhesives faced high-cost inventory pressure, and maintained guidance remains achievable.

Lenskart: Citi on Lenskart Maintains Neutral with Target Price of ₹650 as India and International delivered strong growth and profitability, India SSSG remained healthy at 18.3%, margins improved through better mix and operating leverage, but current valuations already price in the growth and margin trajectory, limiting upside.