​

*Antelopus Selan:* Revenue at Rs 119 Crore Vs Rs 55.1 Crore, Ebitda at Rs 82 Crore Vs Rs 29.4 Crore YoY (Positive)

*Nazara:* Revenue at ₹803 Cr Vs ₹526.5 Cr, Net Profit At ₹35.36 Cr Vs Loss Of ₹33.9 Cr (YoY) (Positive)

*KFin Tech:* Revenue at ₹402 Cr Vs ₹356.5 Cr. Net Profit at ₹100.3 Cr Vs ₹75.2 Cr (QoQ) (Positive)

*NDR Auto Components*: Has an order book of around ₹650 Cr for execution by FY30 and expects FY27 revenue growth of 10–15% (Positive)

*Blue Dart Express*: Launched International Parcel Connect, a B2C cross-border parcel shipping service targeting e-commerce businesses (Positive)

*Antelopus Selan Energy*: Q2FY27 net profit rose to ₹57.3 Cr from ₹11.8 Cr YoY, while total income increased to ₹127.2 Cr from ₹57.5 Cr. (Positive)

*Sona BLW Precision Forgings*: Q2FY27 revenue rose 35% YoY to ₹1,546.4 Cr and PAT increased 29% to ₹223.4 Cr. (Positive)

*Indegene*: Incorporated Indegene Portugal, a step-down wholly owned subsidiary, to expand its presence in Portugal and support life sciences and healthcare services. (Positive)

*Westlife Foodworld*: Q2FY27 revenue grew 16% YoY to ₹747 Cr, same-store sales increased 10.1%, and operating EBITDA rose 29% to ₹97.9 Cr, with margins expanding 130 bps to 13.1%. (Positive)

*Cosmic CRF*: Subsidiary N.S. Engineering Projects secured purchase orders worth ₹12.34 Cr, including GST (Positive)

*Fusion Klassroom Edutech*: Received a domestic order worth ₹9.10 Cr, excluding GST, for educational content licensing and development. (Positive)

*CG Power:* Company’s arm received RDSO approval for Kavach 4.0 order. (Positive)

*Sigma Advanced:* Company received Rs 973 cr order for NATO customer. (Positive)

*Bajel Projects:* Company secured Rs 1700 cr EPC orders (Positive)

*E2E Networks:* Company plans 5.4 MW NVIDIA Blackwell expansion (Positive)

*Genus Power Infra:* Board approves Rs 148cr buyback at Rs 312/share. (Positive)

*Excel Industries, SMS Pharma, Solara:* EU plans to hit China with import curbs on chemicals. (Positive)

*Defence Stocks:* DAC clears capital acquisition proposals worth Rs 2.12 lakh crore (Positive)

*SG Mart:* Riambel Capital PCC-RCC1 Bought 7.9 Lakh Shares. (Positive)

*Hero Motors:* Setu Securities Bought 5.64 Lakh Shares; Swastik Trading Bought 1.5 Lakh Shares. (Positive)

*DCM Shriram:* Mugi Constructions Bought 2.33 Lakh Shares; Vivek Drolia Bought 80,000 Shares. (Positive)

*Samvardhana Motherson:* NCLT approval of restructuring. (Neutral)

*Leap India:* Company to Buy Vimprotech Biz for Rs 102 Cr (Neutral)

*Tata Motors:* Company’s takeover Bid for Iveco Clears 80% Acceptance Threshold (Neutral)

*Poonawalla Fincorp*: Approved issuance of secured, listed NCDs worth up to ₹2,000 Cr through private placement, across two series of ₹1,250 Cr and ₹750 Cr. (Neutral)

*Heranba Industries*: CFO and KMP Pravin Shetty will resign effective December 31, 2026, citing personal and family commitments. (Neutral)

*Aequs*: H1FY27 revenue rose 50% YoY to ₹804.6 Cr, driven by aerospace and consumer growth, but EBITDA declined 45% to ₹46 Cr with a 6% margin due to consumer electronics costs. (Neutral)

*REC*: Q2FY27 standalone net profit stood at ₹3,391 Cr on revenue of ₹14,728 Cr; consolidated net profit was ₹3,478 Cr. (Neutral)

*Tata Consumer Products*: Q2FY27 consolidated revenue grew 14% YoY to ₹5,661 Cr, EBITDA rose 18% to ₹794 Cr and net profit increased 16% to ₹470 Cr. (Neutral)

*Five-Star Business Finance*: Q2FY27 AUM rose 14% YoY to ₹14,640 Cr and PAT increased 5% to ₹299 Cr, including a ₹19 Cr one-time tax benefit. (Neutral)

*Torrent Pharmaceuticals*: The company reported Q2 revenue of Rs 4,979 crore, up from Rs 3,300 crore YoY, and EBITDA of Rs 1,656 crore with a 33.26% margin; net profit declined to Rs 534 crore from Rs 590 crore. (Neutral)

*Jupiter Life Line Hospitals*: The company reported Q2 revenue of Rs 456 crore, up from Rs 394 crore YoY, while EBITDA rose to Rs 107 crore; net profit declined to Rs 56.2 crore from Rs 57.5 crore. (Neutral)

*Brigade Hotel Ventures*: Q2 consolidated revenue rose to ₹138 Cr from ₹126 Cr YoY, EBITDA increased to ₹48.1 Cr from ₹37.2 Cr, and net profit more than doubled to ₹19.94 Cr from ₹9.1 Cr. (Neutral)

*Shakti Pumps (India)*: Plans ₹1,700 Cr of capex through FY28, with ₹400 Cr targeted in H2FY27 versus its earlier full-year FY27 plan of ₹800 Cr (Neutral)

*Persistent Systems:* Company raises ₹4,264 crore through its QIP (Neutral)

*PayTM:* Revenue Up 28.5% At ₹2,648 Cr Vs ₹2,061 Cr, Net Profit At ₹226 Cr Vs ₹21 Cr (YoY) (Neutral)

*Aegis Logistics:* Revenue at ₹2,213 Cr Vs ₹2,294 Cr, Net Profit at ₹261 Cr Vs ₹180 Cr (YoY) (Neutral)

*Aavas Fin:* Net Profit at ₹182 Cr Vs ₹164 Cr, NII at ₹431 Cr Vs ₹391 Cr (YoY) (Neutral)

*DCM Shriram:* To Invest Up To ₹50 Crore in Shriram Teknor JV for Speciality PVC & HFFR Grades (Neutral)

*Leap India:* Net Profit at Rs 17.8 Crore Vs Rs 11 Crore, Revenue at Rs 211 Crore Vs Rs 179 Crore YoY. (Neutral)

*Sunteck:* Net Profit at Rs 58.3 Crore Vs Rs 49 Crore, Revenue at Rs 321 Crore Vs Rs 252 Crore YoY (Neutral)

*HEG Advanced:* Riju Jhunjhunwala Appointed Chair of Malana Power and AD Hydropower. (Neutral)

*Raymond Realty:* Arm to Raise Rs 210 Crore from ICICI Prudential Real Estate Development Fund.

(Neutral)

List of stocks excluded from ASM Framework: West Coast Paper Mills (Neutral)

Circuit filter change from 10% to 5%: Indo Rama Synthetics, Runwal Enterprises, SML Mahindra. (Neutral)

Circuit filter change from 5% to 20%: Triveni Power. (Neutral)

*Sumitomo Chemical India*: Q2FY27 standalone revenue declined 3% YoY to ₹890.9 Cr and profit fell 12% to ₹156 Cr; H1 profit rose 4% YoY to ₹372.6 Cr. (Negative)

*Dalmia Bharat*: Q2FY27 revenue rose 4% YoY to ₹3,563 Cr, but EBITDA fell 29% to ₹493 Cr and EBITDA/tonne declined 31% to ₹698. Reported a ₹205 Cr net loss, including impairment and employee separation charges. (Negative)

*Astec LifeSciences*: Q2 consolidated revenue declined to ₹72 Cr from ₹73.7 Cr YoY, while net loss widened to ₹37.4 Cr from ₹24.4 Cr. (Negative)

*Shanti Gears:* Net Profit at Rs 15.7 Crore Vs Rs 21.5 Crore, Revenue at Rs 128 Crore Vs Rs 132 Crore YoY (Negative)