AHLUCONT.NSE

Ahluwalia Contracts (India) Ltd.

In this briefing: Quiddity Leaderboard F100/F250 Mar26: Ashtead DEL Soon; 2 Weeks to Base Date [Japan M&A] Senko Group's TOB For Maruwn Passes 50.1% so Extended to 5 March What's News in Amsterdam - 18 February (asr Nederland Aequitas: Indo-MIM Pre-IPO - The Positives - Global-Scale Manufacturing Platform Ahluwalia Contracts India Ltd - Misses Estimates on Slower Execution; Retain BUY 1. Quiddity Leaderboard F100/F250 Mar26: Ashtead DEL Soon; 2 Weeks to Base Date In this insight, we take a look at the potential index changes for the F100 and F250 in the run-up to the March 2026 index rebal event. We see one M&A-related intra-review change for the F100 index in the next week. Our latest estimates suggest there could be one regular change each for the F100 and F250 indexes during the March 2026 rebal. 2. [Japan M&A] Senko Group's TOB For Maruwn Passes 50.1% so Extended to 5 March The deal was originally announced in November and was launched in late January 2026 for 20 days. If they got to 50.1%, they said they'd extend another 10 days.

In this briefing: What's News in Amsterdam - 18 February (asr Nederland Aequitas: Indo-MIM Pre-IPO - The Positives - Global-Scale Manufacturing Platform Ahluwalia Contracts India Ltd - Misses Estimates on Slower Execution; Retain BUY Ohba (9765 Jp) - Profits on Track, Expanding Private-Sector Orders Drive Margin Improvement CXW: Momentum Continues But Not Fully Reflected in Shares Believe Alternative Solutions Could Create Opportunities 1. What's News in Amsterdam - 18 February (asr Nederland In this edition: • asr Nederland | clear beat of street estimates; EUR 175m share buyback • IMCD | experienced a tough 25Q4, trading at an attractive FCF yield of 6.8% • E-commerce and Logistics | EC launches formal investigation against Shein 2. Aequitas: Indo-MIM Pre-IPO - The Positives - Global-Scale Manufacturing Platform Indo-MIM Ltd (1666551D IN) (IML) is looking to raise about US$750m in its upcoming India IPO. IML provides end-to-end solutions for the manufacture of precision engineering components using metal injection molding technology.

In this briefing: Primer: CSL (CSL AT) - Feb 2026 Aequitas: Indo-MIM Pre-IPO - The Positives - Global-Scale Manufacturing Platform Primer: Shenzhen Vmax New Energy Lt (688612 CH) - Feb 2026 Oil futures: Crude lower as Iran says 'understanding' reached with US HSIE Results Daily: IPCA Laboratories, IRB Infra, Galaxy Surfactants, Ahluwalia Contracts 1. Primer: CSL (CSL AT) - Feb 2026 CSL is a global biotechnology leader with a dominant position in plasma-derived therapies ( CSL Behring) and a significant presence in the influenza vaccine market ( CSL Seqirus). The recent acquisition of Vifor Pharma has diversified CSL's portfolio into the attractive markets of nephrology and iron deficiency, providing a new avenue for growth. While facing near-term headwinds from policy changes, competitive pressures, and a recent CEO transition, the company's long-term outlook is supported by a strong R&D pipeline, recovering plasma collections, and strategic cost-saving initiatives. This content is AI-generated and displayed for general informational purposes only.

In this briefing: Aequitas: Indo-MIM Pre-IPO - The Positives - Global-Scale Manufacturing Platform Ahluwalia Contracts India Ltd - Misses Estimates on Slower Execution; Retain BUY Ohba (9765 Jp) - Profits on Track, Expanding Private-Sector Orders Drive Margin Improvement CXW: Momentum Continues But Not Fully Reflected in Shares Believe Alternative Solutions Could Create Opportunities Saia Is Spending Big on Growth—Can Network Density Unlock the Next Phase of Returns? 1. Aequitas: Indo-MIM Pre-IPO - The Positives - Global-Scale Manufacturing Platform Indo-MIM Ltd (1666551D IN) (IML) is looking to raise about US$750m in its upcoming India IPO. IML provides end-to-end solutions for the manufacture of precision engineering components using metal injection molding technology. Its capabilities include mold designing and tooling, coupled with finishing and assembly operations. In this note, we talk about the positive aspects about the company’s historical performance. 2. Ahluwalia Contracts India Ltd - Misses Estimates on Slower Execution; Retain BUY Robust Order Book to Drive Growth: The company has an order book of Rs 18,680 Cr (as of 31st Dec, 2025), providing revenue visibility for the next 2.5–3 years.