Lenskart share 13%  rise :

The stock increased 13% after Macquarie (Australian investment bank) released a report and gave a target price of ₹530.
They highlighted the company’s strong growth prospects due to its integrated supply chain, which provides low-cost advantages.
The company also has an edge in design and operational efficiency compared to peers, and its market share is expected to increase from 5% to 40% over time.

 

Jefferies report on Groww Company :

Jefferies (US-based global investment bank) gave a BUY rating with a target price of ₹180.
The company is one of the largest broking firms with a strong core business.
In the coming years, it is expected to grow with a 35% EPS CAGR, supported by around 5% growth from new initiatives such as margin trading facilities and wealth management.

 

Government selling 3 PSU banks :

According to CNBC, the Government of India is likely considering selling stakes in three PSU banks — UCO Bank, Punjab & Sind Bank, and Central Bank — through Offer for Sale (OFS).
Generally, OFS prices are kept lower than the current market price, and since this involves government stake selling, the news itself may trigger further downside pressure in these stocks.

 

Cummins update for data center boom :

For companies like Cummins, Kirloskar, and TD Power, the data center boom is very strong.
Generator set purchases are expected to rise significantly, as in the previous year Cummins sold around 25,000 generator sets across the industry.
Demand is coming from multiple sectors, especially AI-driven data centers, where uptime requirements of 99.9% make generators and backup power systems essential.