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ITC Ltd.

In this briefing: Amern Eagle Outfitters Inc (AEO) - Saturday, Aug 2, 2025 ITC Ltd - Core Resilience Cushions Agri Weakness; Maintain BUY Dabur India - GST Tailwinds Set the Stage for Dabur’s Next Leg of Growth Bata India Ltd - Weak Quarter; Growth Levers Remain Intact UAC of Nigeria Plc - Higher Operating and Financing Cost Weigh on 9M’25 Earnings 1. Amern Eagle Outfitters Inc (AEO) - Saturday, Aug 2, 2025 Key points (machine generated) American Eagle's stock price has declined significantly after the Sydney Sweeney ad campaign, presenting a potential investment opportunity. Aerie, the activewear sub-brand, has been a growth driver but faced a revenue slump, contributing to disappointing first-quarter results for both AEO and Aerie. An accelerated share repurchase program will reduce the share count by nearly 10%, potentially positioning the company for recovery despite current volatility. This article is sourced from an online content aggregator through publicly available sources and is displayed below for general informational purposes only.

In this briefing: Steel Authority of India Ltd - Q2 EBITDA Beats Consensus, Valuations Rich... Cipla Ltd - Next-Gen Growth with GLP-1 & Respiratory Pipeline; Maintain BUY Mahanagar Gas Ltd - Margins Contract, Volume Growth Remains Robust NTPC - EBITDA Miss, Capacity Additions in Focus ITC Ltd - Core Resilience Cushions Agri Weakness; Maintain BUY 1. Steel Authority of India Ltd - Q2 EBITDA Beats Consensus, Valuations Rich... Q2 ahead of consensus: SAIL’s EBITDA (excluding rail provision), at Rs 2,528 Cr (down 13%/3% YoY/QoQ), stood ahead of consensus estimate by 28%. The beat was led by better than street’s expectation of steel sales volume, which stood at 4.91 MT (up 20%/8% YoY/QoQ) in line with our estimate, despite the extended monsoon. SAIL’s topline also included inflow of Rs 1,140 Cr from the sale of steel and iron scrap, slag, and coal tar, which helped in supporting realizations/tonne. Content is external broker report sourced from online content aggregator through publicly available sources and is displayed below for general informational purposes only.

In this briefing: Steel Authority of India Ltd - Q2 EBITDA Beats Consensus, Valuations Rich... Cipla Ltd - Next-Gen Growth with GLP-1 & Respiratory Pipeline; Maintain BUY Mahanagar Gas Ltd - Margins Contract, Volume Growth Remains Robust NTPC - EBITDA Miss, Capacity Additions in Focus ITC Ltd - Core Resilience Cushions Agri Weakness; Maintain BUY 1. Steel Authority of India Ltd - Q2 EBITDA Beats Consensus, Valuations Rich... Q2 ahead of consensus: SAIL’s EBITDA (excluding rail provision), at Rs 2,528 Cr (down 13%/3% YoY/QoQ), stood ahead of consensus estimate by 28%. The beat was led by better than street’s expectation of steel sales volume, which stood at 4.91 MT (up 20%/8% YoY/QoQ) in line with our estimate, despite the extended monsoon. SAIL’s topline also included inflow of Rs 1,140 Cr from the sale of steel and iron scrap, slag, and coal tar, which helped in supporting realizations/tonne. Content is external broker report sourced from online content aggregator through publicly available sources and is displayed below for general informational purposes only.

In this briefing: Cipla Ltd - Next-Gen Growth with GLP-1 & Respiratory Pipeline; Maintain BUY Mahanagar Gas Ltd - Margins Contract, Volume Growth Remains Robust NTPC - EBITDA Miss, Capacity Additions in Focus ITC Ltd - Core Resilience Cushions Agri Weakness; Maintain BUY Micro-Mechanics AGM: High Quality Company Waiting for Upturn 1. Cipla Ltd - Next-Gen Growth with GLP-1 & Respiratory Pipeline; Maintain BUY Cipla US Sales Dip as gRevlimid Fades: The company’s US revenue for Q2FY26 stood at $233 Mn, reflecting a 1.7% YoY decline impacted by gRevlimid but offset by Albutero and Lanreotide as their market shares have now risen to 22% and Cipla's first biosimilar Filgrastim entry into the US market. It expects virtually no contribution from gRevlimid in Q3FY26. Strong Chronic, Trade Generics Boost One India 6.7% YoY: One India’s segment grew 6.7% YoY, largely driven by the robust performance of chronic products and strong double-digit growth in the Trade Generics business. Content is external broker report sourced from online content aggregator through publicly available sources and is displayed below for general informational purposes only.