In this briefing: Primer: Park24 Co Ltd (4666 JP) - May 2026 While Bollywood Cashes Out, Reliance Doubles Down on Cinema! Primer: Stove Kraft (STOVEKRA IN) - May 2026 Primer: Dish TV India (DITV IN) - May 2026 Primer: Ramco Cements (TRCL IN) - May 2026 1. Primer: Park24 Co Ltd (4666 JP) - May 2026 Park24 is the dominant leader in Japan's parking and car-sharing industries, leveraging its extensive network of "Times"branded parking lots and mobility vehicles to create a powerful transportation infrastructure. The company is experiencing a robust recovery driven by the normalization of economic activity and a rebound in domestic and inbound tourism, which is boosting demand for both its Parking and Mobility segments. Future growth is centered on the "FY2027 Medium-Term Management Plan,"which focuses on expanding the integrated "Times CAR"mobility service, enhancing user convenience through technology like camera systems and smartphone integration, and accelerating the development of its asset-light, short-term contract "localized Times PARKING"model.

In this briefing: While Bollywood Cashes Out, Reliance Doubles Down on Cinema! Primer: Stove Kraft (STOVEKRA IN) - May 2026 Primer: Dish TV India (DITV IN) - May 2026 Primer: Ramco Cements (TRCL IN) - May 2026 Primer: Universal Cables (UVC IN) - May 2026 1. While Bollywood Cashes Out, Reliance Doubles Down on Cinema! For the first time in its history, Reliance Industries devoted four dedicated slides in its FY26 analyst presentation to Jio Studios and the Dhurandhar franchise. Peers like Dharma, Excel, and Maddock are selling equity stakes to outside investors; Jio Studios is the only major production house moving in the opposite direction, acquiring rather than diluting. The four-slide nod from RIL management is far more than a vanity metric: it marks Jio Studios' formal emergence as a strategic pillar of India's most complex consumer empire. 2. Primer: Stove Kraft (STOVEKRA IN) - May 2026 Stove Kraft is a prominent player in the Indian kitchen appliances market, leveraging a multi-brand strategy with 'Pigeon' (value), 'Gilma' (semi-premium), and an exclusive partnership with 'BLACK + DECKER' (premium) to cater to a wide range of consumers.

In this briefing: While Bollywood Cashes Out, Reliance Doubles Down on Cinema! Primer: Stove Kraft (STOVEKRA IN) - May 2026 Primer: Dish TV India (DITV IN) - May 2026 Primer: Ramco Cements (TRCL IN) - May 2026 Primer: Universal Cables (UVC IN) - May 2026 1. While Bollywood Cashes Out, Reliance Doubles Down on Cinema! For the first time in its history, Reliance Industries devoted four dedicated slides in its FY26 analyst presentation to Jio Studios and the Dhurandhar franchise. Peers like Dharma, Excel, and Maddock are selling equity stakes to outside investors; Jio Studios is the only major production house moving in the opposite direction, acquiring rather than diluting. The four-slide nod from RIL management is far more than a vanity metric: it marks Jio Studios' formal emergence as a strategic pillar of India's most complex consumer empire. 2. Primer: Stove Kraft (STOVEKRA IN) - May 2026 Stove Kraft is a prominent player in the Indian kitchen appliances market, leveraging a multi-brand strategy with 'Pigeon' (value), 'Gilma' (semi-premium), and an exclusive partnership with 'BLACK + DECKER' (premium) to cater to a wide range of consumers.

CLSA upgraded UltraTech Cement’s stock to a “high conviction outperform” from “accumulate,” and Shree Cement’s to “outperform” from “hold”

State Bank of India, Tata Motors, and Voltas, among others, are expected to post their Q1 earnings later in the day

Strong demand and steady pricing led to solid Q1FY26 earnings for most major players

The company sold non-core assets worth ₹24.05 crore, as reported on Saturday

The analyst noted that after the stock broke out of an ascending triangle pattern, a standard technical setup known for trend continuation, it rallied over 3%

Pan-India prices rose marginally in June, but monsoon onset could disrupt momentum, according to an analyst. Ambuja and ACC may face demand headwinds.