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Shares of Cochin Shipyard Ltd. are in focus on Wednesday, August 20, after the company’s management issued an upbeat guidance in its earnings call for the June quarter. The state-run company’s management said it expects its topline to grow between 14% and 15% during the current financial year. More importantly, it has guided for its revenue to double either by 2030 or 2031. here

TRADE SET UP

 Do you know how much GST you'll have to pay on key products if the GST rationalisation proposed by the Central Govt is accepted by GoM and the GST Council?

Here's a list of key items with current GST rates and the Centre's proposed rates#GSTReforms #GSTRate… pic.twitter.com/1Rn4fs1cJN

— CNBC-TV18 (@CNBCTV18Live) August 19, 2025

NOMURA ON AUTOS

GST rate cut could lead to more upside

Highest upside potential for M&M, Maruti, Ashok Leyland & TVS

Within suppliers, preference for domestic cos (Uno Minda, Samvardhana & Sansera)

REPORTS ON LIKELY GST RATE CUT

Auto sector could potentially see a reduction in tax rate

Rate for ICE small cars & 2-wheelers to reduce to 18% from 28%

Large cars could see a reduction from 43-50% to 40%

Risk of motorcycles of more than 350cc may see an increase to 40% GST rate from 31%

GST RATE CUT & THE IMPACT

May have a multiplier effect of 1-1.5x, implying 5-10% increase in demand

Popular models are likely to see sizable price cuts

WagonR may see price cut of 9%, Bolero by 10%, Brezza & Creta by 3% & XUV700 by 7%

Exposure to small car slab at 68% for Maruti & 52% for M&M incl LCVs

In anticipation of tax cut, sales have slowed down substantially

GST revenue loss impact of such a move likely at ₹74,000 cr

Assuming 10% higher volumes, the loss reduces to ₹54,000 CR

LIKELY GST RATE CUT: MAJOR BENEFICIARIES

Benefit is likely to be larger for 4W OEMs than 2W OEMs

2W OEMs likely to face costs related to ABS implementation

ABS mandate may shave 50% (₹3,000-4,000) off the benefit by next year

Eicher which already has its portfolio on ABS, may benefit more from a GST cut

100-150 bps margin improvement potential for all 4W OEMs

OEMs with domestic exposure are likely to benefit the most

LIKELY GST RATE CUT: IMPACT ON AUTO COMPONENT COS

Domestic suppliers are likely to see benefits in the form of higher volumes

May enjoy better pricing power in aftermarket

GST RATE CUT & THE IMPACT ON EVs

Negative for EV OEMs, price gap between ICE & EVs could increase

Could push back EV adoption by 2-3 yrs

It can be addressed by giving a demand incentive to EVs

 #CNBCTV18Market | #Jefferies on telecom: #Tariff tweaks by #Jio & #BhartiAirtel to drive higher data usage; ARPU could rise 4–8%.

Bharti Airtel remains the preferred pick, target price at ₹2,500/sh pic.twitter.com/UwAkMKPAgm

— CNBC-TV18 (@CNBCTV18Live) August 20, 2025

Petroleum and Natural Gas Regulatory Board (PNGRB) is likely to announce revised tariffs for GAIL (India) Ltd’s pipelines by early September, sources told CNBC-TV18. here

Shares of state-run defence equipment manufacturer Hindustan Aeronautics Ltd. (HAL) will be in focus on Wednesday, August 20, after sources are indicated that the company is likely to receive a big purchase order. here

Test for the ‘Buy-on-dips’ thesis today?

AUGUST SERIES

Nifty OI                               -1.3%

Bank Nifty OI -3.8%

Long                     10%

Short                    90%

FII on Stock Futures

Longs                  +22463

Shorts                 -12431

Nifty Options Data

Nifty PCR at 1.14 vs 1.0

NIFTY OPTIONS (Aug 21)

Strike                                 Change in OI                 Premium

25000 Call                       +11.4 lk shares             76

24900 Put                         +58.4 lk shares             39

Nifty levels

Support 1         24850

20 DMA              24748

Resistance      25050-25100

Nifty Bank with 20 and 50 DMA!

Stocks to track

Stock comes out of FNO Ban

FY26 will be a washout year

Trades at 38x FY27 EPS

Show me 1 year chart with 20 DMA

Promoter bought 2 lkhs shares on 18th August 2025

UBS on SRF

CITI on SRF

Gold held a small decline ahead of a key address by Federal Reserve Chair Jerome Powell later this week, which may give fresh clues on the central bank’s monetary path. here

PEG ratio stands for price/earnings-to-growth ratio. A stock with a PEG ratio under 1 is considered to be undervalued, and therefore it acts as a ‘buy’ signal for investors. Similarly, a PEG ratio above 1 would mean the stock is overvalued and may be worth selling, all else remaining equal. here

Brokerage firm JPMorgan has adopted a more selective and cautious stance on India’s healthcare sector, downgrading the pharmaceutical space to ‘underweight’, citing concerns over earnings volatility, tariff risks, and a fading growth profile. here

GIC Housing Finance | The company’s shareholders approved issuing up to ₹2,500 crore NCDs via private placement, okayed related-party deals worth ₹1,000 crore, and cleared multiple board appointments and reappointments.

Bharti Airtel Removes Base Plan Of ₹249 Offering 1 GB Data Having 28 Day Validity.

Bitcoin has moved closer to the mainstream as an investment option, with strong returns and growing acceptance, according to Mukesh Jindal, Senior Partner at Alpha Capital. here

The stock price of Indian Oil Corporation Ltd. (IOC) has rallied 18% over the past six months, outperforming the benchmark Nifty Index, which gained 8% in the same period. Brokerage firm Elara Capital has reiterated its ‘Buy’ rating on IOC, while trimming its target price by 10% to ₹193. Despite the cut, the revised target still implies a potential 38% upside from current levels. here

Rail Vikas Nigam Ltd

RVNL has appointed Provigil Surveillance Ltd, a subsidiary of Magellanic Cloud, for a contract worth ₹85 crore to deploy AI-enabled video surveillance systems at 441 D & E category stations and upgrade facilities at 43 major stations of Southern Railway, aimed at boosting passenger security.

The removal of the 11% import duty on raw cotton until September 30 is a welcome move for the textile industry, but Indian cotton remains costlier than global prices, according to the Confederation of Indian Textile Industry (CITI) Chairman Rakesh Mehra. here

The Securities and Exchange Board of India’s (SEBI) Secondary Market Advisory Committee (SMAC) is expected to discuss measures to curb volatility in the options market at its meeting on Tuesday (August 19), according to sources. here

The Indian auto sector is bracing for a potential game-changing policy move as reports suggest the government may soon rationalise Goods and Services Tax (GST) rates on automobiles.

State-run Indian Railway Finance Corporation Ltd (IRFC) on Tuesday (August 19) said it has sanctioned and executed agreements for a fresh term loan of ₹199.70 crore with Surat Integrated Transportation Development Corporation Limited (SITCO) to support the development of the Surat multi-modal transport hub (MMTH), the first of its kind in India. here

GMR Power and Urban Infra Limited on Tuesday (August 19) said its board of directors will meet on Friday, August 22, to consider and approve a proposal for raising up to ₹3,000 crore. here

India is set to introduce the Online Gaming Bill in parliament on Wednesday that seeks to ban money-based games, according to two government sources. here

Lloyds Metals & Energy Limited on Tuesday (August 19) said it has emerged as the successful bidder for the Tandsi-III and Tandsi-III extension coking coal mine, securing the project with a premium of 10.5%. here

Auto component manufacturer Endurance Technologies Limited said on Tuesday (August 19) that its board has approved a capacity addition plan for anti-lock braking systems (ABS), disc brake systems, and brake discs at its Waluj plant in Chhatrapati Sambhajinagar, Maharashtra. here

Commercial vehicle manufacturer SML Isuzu Limited on Tuesday (August 19) said its board of directors has approved a change in the company’s name to SML Mahindra Limited. here

Option traders on Wall Street are getting increasingly worried about a potential sell-off in tech stocks as analysts begin to caution about a “bubble” after a rally of over 40% on the Nasdaq from the April tariff lows. As a result, they have begun to buy “disaster” put options. here

 #CNBCTV18Market | #GIFTNifty lower, trading at a discount of over 50 points from Nifty Fut Tuesday close, indicates a start in the red for the Indian market pic.twitter.com/KYAz7mfERF

— CNBC-TV18 (@CNBCTV18Live) August 20, 2025

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