*News Headlines from Business News Agencies :*
*Business Standard :*
Indian leather exports to fall 10-12% in FY26 amid high US tariff: Crisil
RBI flags geopolitical risks to cross-border payments, warns of impact
New launch pipeline, rental portfolio to boost Oberoi Realty's FY26 growth
Hyundai India names Sunil Moolchandani as new national sales head
Only 1.8% of registered investors trade exclusively in derivatives: NSE
TVS unveils Norton superbike sketch; JLR's McGovern joins design team
Colgate Q2FY26 results: Profit drops 17% to ₹327.5 cr, dividend declared
Chennai emerges as most confident real estate market: Magicbricks report
Capital raised by Indian real estate highest in past 7 yrs: Equirus Capital
Oberoi Realty Q2 sales bookings fall 10% to ₹1,299 crore on lower volumes
EU imposes new sanctions on Russian energy, joins US in pressure campaign
*Economic Times :*
Eli Lilly allows Cipla to sell weight loss drug under new brand in India
India Inc revenue expands modestly, profitability dips over 0.50 pc in Q2: Report
Hero MotoCorp enters UK market with MotoGB partnership
Digital payments comprise 99.8% of total transactions volume in H1 2025: RBI
Premier Energies forays into transformer manufacturing by acquiring 51% stake in Transcon
Unilever CEO says US shutdown hasn't dented consumer sentiment for now
Allcargo Group appoints Punit Misra as President Chairman Office & Chief Business Officer
World Diamond Council head says lab-grown gems losing their sparkle
Adani Green Energy issues LOI to Bondada Engineering for Rs 1,050 cr project at Khavda Renewable Energy Park
Coal India arm SECL's 12 mining projects running behind schedule
SBI General Insurance surpasses industry growth with 11% rise in H1FY26, GWP at Rs 7,376 cr
*Mint :*
Deloitte pegs India’s FY26 growth at 6.7–6.9% on strong demand, policy reforms
Tesla recalls over 63,000 Cybertrucks over excessive headlamp brightness
China vows to double down on tech self-reliance as US rivalry heats up
Centre on track to top ₹50,000 crore from stake sales, IPO push in FY26
Global funds buy $631 million Indian bonds after RBI's rupee defence
Reliance's oil imports from Russia to take a hit after US sanctions on top firms
Oversupply pulls down steel prices in India, recovery uncertain
Srinivasan as permanent trustee a formality, say four Tata trustees
Perplexity responds to Reddit's lawsuit, denies ‘data theft’ allegations
Karthik Narain joins Google Cloud as Chief Product and Business Officer
Uniphore raises $260 million from Nvidia, AMD, Snowflake and Databricks
By: via AlliesFinServe #StockMarket #Bharat Telegram.me/AlliesFin
Friday, 24 October 2025
Thursday, 23 October 2025
AlliesFinServe #StockMarket #Bharat Telegram.me/AlliesFin's Post
.INSTL. INVESTORS EQUITY DERIVAT. TRADES AS ON 23-10-2025 :
*FIIS F & O : RS. CRS. :*
*TOTAL NET BUY : +22,883*
*INDEX FUT. : +4,652*
*INDEX OPT. : +8,451*
*STOCK FUT. : +8,139*
*STOCK OPT. : +1,641*
INSTL. INVEST. EQUITY CASH PROV. TRADES AS ON : 23-10-2025 :
*FIIS : SELL -1,166 (20,478-21,644)*
*DIIS : BUY +3,894 (19,248-15,354)*
*BSE SENSEX : +130 (84,556)*
*NSE NIFTY : +23 (25,891)*
*BSE MIDCAP. : -71 (46,716)*
*BSE SMLCAP. : -226 (53,617)*
*B. CRUDE : $ 65.51 *
*GOLD : $ 4,150=INR 1,30,000(10gr)*
*SILVER : RS. 1,68,000 (kg)*
*FOREX : RS. $ 87.84 *
*6.33% GS '35: 6.5357%(98.5550)*
*6.48% NEW '35: 6.4628%(100.12)*
*6.79% GS '34: 6.5799%(101.40)*
*6.68% GS '40: 6.8485% (98.44)*
By: via AlliesFinServe #StockMarket #Bharat Telegram.me/AlliesFin
*FIIS F & O : RS. CRS. :*
*TOTAL NET BUY : +22,883*
*INDEX FUT. : +4,652*
*INDEX OPT. : +8,451*
*STOCK FUT. : +8,139*
*STOCK OPT. : +1,641*
INSTL. INVEST. EQUITY CASH PROV. TRADES AS ON : 23-10-2025 :
*FIIS : SELL -1,166 (20,478-21,644)*
*DIIS : BUY +3,894 (19,248-15,354)*
*BSE SENSEX : +130 (84,556)*
*NSE NIFTY : +23 (25,891)*
*BSE MIDCAP. : -71 (46,716)*
*BSE SMLCAP. : -226 (53,617)*
*B. CRUDE : $ 65.51 *
*GOLD : $ 4,150=INR 1,30,000(10gr)*
*SILVER : RS. 1,68,000 (kg)*
*FOREX : RS. $ 87.84 *
*6.33% GS '35: 6.5357%(98.5550)*
*6.48% NEW '35: 6.4628%(100.12)*
*6.79% GS '34: 6.5799%(101.40)*
*6.68% GS '40: 6.8485% (98.44)*
By: via AlliesFinServe #StockMarket #Bharat Telegram.me/AlliesFin
AlliesFinServe #StockMarket #Bharat Telegram.me/AlliesFin's Post
Mkt.. updates :
*GIFT NIFTY +345 (26260) from Tuesday's average closing 25915*
*Nikkei -666 pts ,*
*Hangseng -63 pts ,*
Dow -334.33 pts ,Nsdq -213.27 pts, S&P -35.95 pts , Bovespa +797 pts , Ftse +88 pts , Dax -178 pts , Cac -51 pts , Crude @ $60.06 brl (+1.16) Brent @ $62.59 brl (-0.00) , Gold @ 4104.50 (+39.10), Silver @ $47.97 (+0.28), Euro @ $1.16 , JPY @ $152.14 , INR @ 87.725
*US GOVT. 10-YR YIELD : 3.95%*
*Today's Corporate Action, 23-10 Ex Date :*
ICICIGI
Interim Dividend
*Today's Board Meetings, 23-Oct-25 :*
ACL
Quarterly Results
AGIIL
General;Increase in Authorised Capital
AVASARA
Right Issue of Equity Shares
COLPAL
Interim Dividend;Quarterly Results
FABTECH
Quarterly Results
HIMATSEIDE
General
HINDUNILVR
Interim Dividend;Quarterly Results
JUMBO
Quarterly Results
LAURUSLABS
Interim Dividend;Quarterly Results
MUFIN
General
PFS
Quarterly Results
SAGCEM
Quarterly Results
SPICELOUNG
General
STHINPA
Quarterly Results
TTML
Quarterly Results
VINEETLAB
Quarterly Results
VTL
Quarterly Results
*SEC. IN F&O BAN FOR, 23-Oct-25 :*
1. SAMMAANCAP*
By: via AlliesFinServe #StockMarket #Bharat Telegram.me/AlliesFin
*GIFT NIFTY +345 (26260) from Tuesday's average closing 25915*
*Nikkei -666 pts ,*
*Hangseng -63 pts ,*
Dow -334.33 pts ,Nsdq -213.27 pts, S&P -35.95 pts , Bovespa +797 pts , Ftse +88 pts , Dax -178 pts , Cac -51 pts , Crude @ $60.06 brl (+1.16) Brent @ $62.59 brl (-0.00) , Gold @ 4104.50 (+39.10), Silver @ $47.97 (+0.28), Euro @ $1.16 , JPY @ $152.14 , INR @ 87.725
*US GOVT. 10-YR YIELD : 3.95%*
*Today's Corporate Action, 23-10 Ex Date :*
ICICIGI
Interim Dividend
*Today's Board Meetings, 23-Oct-25 :*
ACL
Quarterly Results
AGIIL
General;Increase in Authorised Capital
AVASARA
Right Issue of Equity Shares
COLPAL
Interim Dividend;Quarterly Results
FABTECH
Quarterly Results
HIMATSEIDE
General
HINDUNILVR
Interim Dividend;Quarterly Results
JUMBO
Quarterly Results
LAURUSLABS
Interim Dividend;Quarterly Results
MUFIN
General
PFS
Quarterly Results
SAGCEM
Quarterly Results
SPICELOUNG
General
STHINPA
Quarterly Results
TTML
Quarterly Results
VINEETLAB
Quarterly Results
VTL
Quarterly Results
*SEC. IN F&O BAN FOR, 23-Oct-25 :*
1. SAMMAANCAP*
By: via AlliesFinServe #StockMarket #Bharat Telegram.me/AlliesFin
Monday, 20 October 2025
AlliesFinServe #StockMarket #Bharat Telegram.me/AlliesFin's Post
Mkt. Updates :
*GIFT NIFTY +200 (25951) from last trade 25751*
*Nikkei +1188 pts ,*
*Hangseng +637 pts ,*
Dow +238.37 pts ,Nsdq +117.43 pts, S&P +34.94 pts , Bovespa +1198 pts , Ftse -81 pts , Dax -441 pts , Cac -14 pts , Crude @ $57.35 brl (-0.19) Brent @ $61.06 brl (-0.02) , Gold @ 4246.60 (+33.50), Silver @ $50.22 (+0.11), Euro @ $1.1659 , JPY @ $150.89 , INR @ 87.975
*US GOVT. 10-YR YIELD : 4.02%*
*Today's Corporate Action, 20.10.Ex Date :*
RAMAPHO
Interim Dividend
*Today's Board Meetings, 20-Oct-25 :*
CANDOUR
Increase in Authorised Capital;Preferential Issue of shares
GEOJITFSL
General;Quarterly Results
TIMESGREEN
General
*SEC. IN F&O BAN FOR, 20-Oct-25 :*
*1. RBLBANK 2. SAMMAANCAP*
*Today's Alert :*
*RBI to Conduct Auction of SDLS BONDS for INR 170 BILLION*
By: via AlliesFinServe #StockMarket #Bharat Telegram.me/AlliesFin
*GIFT NIFTY +200 (25951) from last trade 25751*
*Nikkei +1188 pts ,*
*Hangseng +637 pts ,*
Dow +238.37 pts ,Nsdq +117.43 pts, S&P +34.94 pts , Bovespa +1198 pts , Ftse -81 pts , Dax -441 pts , Cac -14 pts , Crude @ $57.35 brl (-0.19) Brent @ $61.06 brl (-0.02) , Gold @ 4246.60 (+33.50), Silver @ $50.22 (+0.11), Euro @ $1.1659 , JPY @ $150.89 , INR @ 87.975
*US GOVT. 10-YR YIELD : 4.02%*
*Today's Corporate Action, 20.10.Ex Date :*
RAMAPHO
Interim Dividend
*Today's Board Meetings, 20-Oct-25 :*
CANDOUR
Increase in Authorised Capital;Preferential Issue of shares
GEOJITFSL
General;Quarterly Results
TIMESGREEN
General
*SEC. IN F&O BAN FOR, 20-Oct-25 :*
*1. RBLBANK 2. SAMMAANCAP*
*Today's Alert :*
*RBI to Conduct Auction of SDLS BONDS for INR 170 BILLION*
By: via AlliesFinServe #StockMarket #Bharat Telegram.me/AlliesFin
Saturday, 18 October 2025
AlliesFinServe #StockMarket #Bharat Telegram.me/AlliesFin's Post
*Based on recent trends, margin usage and leverage in stocks are perceived as riskier and tougher due to market volatility,* rising interest rates, and evolving regulatory environments. While margin trading can amplify profits, it also magnifies losses, making risk management critical.
*Why margin and leverage are getting riskier Increased market volatility*
In unpredictable markets, asset prices can swing dramatically. For investors using borrowed funds, these price swings amplify both potential gains and losses.
*For example, during significant market downturns like the one triggered by COVID-19,* many highly leveraged investors faced massive losses and margin calls.
*Rising interest rates To combat inflation, central banks often raise* *interest rates.* This makes borrowing more expensive for companies and, consequently, for investors trading on margin.
*High interest costs eat into potential profits* , making a profitable outcome more difficult to achieve.
*Potential for amplified losses*
The primary risk of leverage is that it magnifies losses.
A *small price drop can wipe out a significant portion of your initial investment,* and a major one can lead to losses exceeding your initial capital.
*For instance, an investor who borrows 50% to buy* a stock could lose their entire investment if the stock's price drops by 50%.
The threat of margin calls When your account's equity falls below a certain level (the maintenance margin), *your broker will issue a margin call, demanding you deposit more cash* or securities.
*Failure to meet a margin* call can result in the broker forcibly liquidating your positions, often at a loss, to cover the loan.
Increased volatility makes margin calls more likely, adding stress for investors.
*Tighter regulations Market regulators,* such as SEBI in India, have implemented stricter rules for margin trading to increase transparency and protect investors.
*This includes imposing upfront margin requirements and requiring brokers* to report margins more frequently.
*Some regulators are also placing limits on leverage for certain products, like leveraged single-stock ETFs* , to prevent excessive risk-taking.
All members who are playing blindly with these concepts take your precautions or avoid for coming NXT 12-18 mths minimize the usage else chance of destruction is without warning
By: via AlliesFinServe #StockMarket #Bharat Telegram.me/AlliesFin
*Why margin and leverage are getting riskier Increased market volatility*
In unpredictable markets, asset prices can swing dramatically. For investors using borrowed funds, these price swings amplify both potential gains and losses.
*For example, during significant market downturns like the one triggered by COVID-19,* many highly leveraged investors faced massive losses and margin calls.
*Rising interest rates To combat inflation, central banks often raise* *interest rates.* This makes borrowing more expensive for companies and, consequently, for investors trading on margin.
*High interest costs eat into potential profits* , making a profitable outcome more difficult to achieve.
*Potential for amplified losses*
The primary risk of leverage is that it magnifies losses.
A *small price drop can wipe out a significant portion of your initial investment,* and a major one can lead to losses exceeding your initial capital.
*For instance, an investor who borrows 50% to buy* a stock could lose their entire investment if the stock's price drops by 50%.
The threat of margin calls When your account's equity falls below a certain level (the maintenance margin), *your broker will issue a margin call, demanding you deposit more cash* or securities.
*Failure to meet a margin* call can result in the broker forcibly liquidating your positions, often at a loss, to cover the loan.
Increased volatility makes margin calls more likely, adding stress for investors.
*Tighter regulations Market regulators,* such as SEBI in India, have implemented stricter rules for margin trading to increase transparency and protect investors.
*This includes imposing upfront margin requirements and requiring brokers* to report margins more frequently.
*Some regulators are also placing limits on leverage for certain products, like leveraged single-stock ETFs* , to prevent excessive risk-taking.
All members who are playing blindly with these concepts take your precautions or avoid for coming NXT 12-18 mths minimize the usage else chance of destruction is without warning
By: via AlliesFinServe #StockMarket #Bharat Telegram.me/AlliesFin
Friday, 17 October 2025
AlliesFinServe #StockMarket #Bharat Telegram.me/AlliesFin's Post
*17/10/2025*
BSE:+484(83952)
NSE:+124(25709)
MID:-198(46360)
SML:-262(53040)
FII :+308Cr
DII:+1526Cr
B.Crude: 61
Gold$:4306=INR: 130443
Silver: 165700
$/Rs: 87.97
7.10 : 2034 G-Sec: 6.54
NSE 100 PE: 22.78
Dollar Index : 98.42
By: via AlliesFinServe #StockMarket #Bharat Telegram.me/AlliesFin
BSE:+484(83952)
NSE:+124(25709)
MID:-198(46360)
SML:-262(53040)
FII :+308Cr
DII:+1526Cr
B.Crude: 61
Gold$:4306=INR: 130443
Silver: 165700
$/Rs: 87.97
7.10 : 2034 G-Sec: 6.54
NSE 100 PE: 22.78
Dollar Index : 98.42
By: via AlliesFinServe #StockMarket #Bharat Telegram.me/AlliesFin
AlliesFinServe #StockMarket #Bharat Telegram.me/AlliesFin's Post
First Tejas-Mk1A from Nashik completes maiden flight; induction to take time
https://timesofindia.indiatimes.com/india/first-tejas-mk1a-from-nashik-completes-maiden-flight-induction-to-take-time/articleshow/124622119.cms
By: via AlliesFinServe #StockMarket #Bharat Telegram.me/AlliesFin
https://timesofindia.indiatimes.com/india/first-tejas-mk1a-from-nashik-completes-maiden-flight-induction-to-take-time/articleshow/124622119.cms
By: via AlliesFinServe #StockMarket #Bharat Telegram.me/AlliesFin
AlliesFinServe #StockMarket #Bharat Telegram.me/AlliesFin's Post
*News Headlines from Business News Agencies :*
*Business Standard :*
Execution delays in smart electricity meter projects to hit returns: Crisil
Cash holdings of mutual funds dip in Sep amid decline in fresh inflows
Ola Electric enters $12 billion energy storage market with home batteries
BLS International wins 3-year contract to run visa centres in China
Duroflex files DRHP for IPO, aims to raise ₹183-cr via fresh issue
Rabi season: Farmers keen on gram, mustard sowing as wheat estimates fall
Simple Energy announces strategic partnerships with Amazon, Flipkart
Electric 2-wheeler maker Ultraviolette forays into Spain, Portugal markets
Waaree Renewable secured order worth ₹157 crore
Kaynes Semicon rolls out first Made-in-India chips module, sent to US firm
Refiners likely to buy more US LPG in 2026, cut Middle East imports
Fresh supply of industrial, warehousing spaces up 6% in Jan-Sep: Colliers
*Economic Times :*
MahaRERA clears record 200 registrations in a day, 809 projects in fortnight
Rolls-Royce partners with Bharat Forge to source Pearl 10X engine parts
Allianz appoints Ritu Arora as India country head with immediate effect
M3M India ties up with Jacob & Co for Rs 2,100 crore branded residences project in Noida
GHCL gets land, clearances for Rs 6,500-cr soda ash plant; construction in 6-7 months
Blue Energy signs pact with Maharashtra govt to set up facility with Rs 3,500 cr investment
Ashok Leyland secures major Tamil Nadu order for 1,937 State Transport buses
Gabriel India partners with South Korea's SK Enmove to diversify product range
India's seeks cheaper oil amid US pressure, aims to continue Russian imports
Critical mineral firms ramp up Washington lobbying to secure US government investments
Indian retail REIT can become a Rs 60,000–Rs 80,000 crore market by 2030: Anarock
*Mint :*
India, Australia step up clean energy ties amid emission reduction push
StanChart, Bank of India seal $215 mn loan for Air India fleet expansion
Kuku raises $85 million in Granite Asia-led Series C round
Quarterly feedback mechanism may transform how India’s farmers get govt support
South Indian Bank Q2 profit rises 8% YoY on higher non-interest income
Intel, AMD Equity Giveaways Send Stocks Soaring Despite Dilution
LIC launches 2 new insurance plans after GST cuts
Indian Overseas Bank Q2 Results: Firm reports record profit of ₹1,226 crore
Crude oil prices gain on reports India may scale back Russian crude imports
Tanishq CEO says sky-high gold prices have not dampened festive demand
Nestle Layoffs: FMCG giant plans to slash 16,000 jobs
TSMC expects AI megatrend to strengthen, as profit blows past forecasts
By: via AlliesFinServe #StockMarket #Bharat Telegram.me/AlliesFin
*Business Standard :*
Execution delays in smart electricity meter projects to hit returns: Crisil
Cash holdings of mutual funds dip in Sep amid decline in fresh inflows
Ola Electric enters $12 billion energy storage market with home batteries
BLS International wins 3-year contract to run visa centres in China
Duroflex files DRHP for IPO, aims to raise ₹183-cr via fresh issue
Rabi season: Farmers keen on gram, mustard sowing as wheat estimates fall
Simple Energy announces strategic partnerships with Amazon, Flipkart
Electric 2-wheeler maker Ultraviolette forays into Spain, Portugal markets
Waaree Renewable secured order worth ₹157 crore
Kaynes Semicon rolls out first Made-in-India chips module, sent to US firm
Refiners likely to buy more US LPG in 2026, cut Middle East imports
Fresh supply of industrial, warehousing spaces up 6% in Jan-Sep: Colliers
*Economic Times :*
MahaRERA clears record 200 registrations in a day, 809 projects in fortnight
Rolls-Royce partners with Bharat Forge to source Pearl 10X engine parts
Allianz appoints Ritu Arora as India country head with immediate effect
M3M India ties up with Jacob & Co for Rs 2,100 crore branded residences project in Noida
GHCL gets land, clearances for Rs 6,500-cr soda ash plant; construction in 6-7 months
Blue Energy signs pact with Maharashtra govt to set up facility with Rs 3,500 cr investment
Ashok Leyland secures major Tamil Nadu order for 1,937 State Transport buses
Gabriel India partners with South Korea's SK Enmove to diversify product range
India's seeks cheaper oil amid US pressure, aims to continue Russian imports
Critical mineral firms ramp up Washington lobbying to secure US government investments
Indian retail REIT can become a Rs 60,000–Rs 80,000 crore market by 2030: Anarock
*Mint :*
India, Australia step up clean energy ties amid emission reduction push
StanChart, Bank of India seal $215 mn loan for Air India fleet expansion
Kuku raises $85 million in Granite Asia-led Series C round
Quarterly feedback mechanism may transform how India’s farmers get govt support
South Indian Bank Q2 profit rises 8% YoY on higher non-interest income
Intel, AMD Equity Giveaways Send Stocks Soaring Despite Dilution
LIC launches 2 new insurance plans after GST cuts
Indian Overseas Bank Q2 Results: Firm reports record profit of ₹1,226 crore
Crude oil prices gain on reports India may scale back Russian crude imports
Tanishq CEO says sky-high gold prices have not dampened festive demand
Nestle Layoffs: FMCG giant plans to slash 16,000 jobs
TSMC expects AI megatrend to strengthen, as profit blows past forecasts
By: via AlliesFinServe #StockMarket #Bharat Telegram.me/AlliesFin
Monday, 13 October 2025
AlliesFinServe #StockMarket #Bharat Telegram.me/AlliesFin's Post
*News Headlines from Business News Agencies:*
*Business Standard*
IGL will explore international markets for business expansion: MD Chatiwal
Warburg Pincus nears deal to buy Germany's PSI for over $813 million
Sona Comstar MD Singh flags magnet quality issues under PLI scheme
Smaller cities drove India's greenfield hotel projects in H1 CY25
Finance ministry to review US tariff impact on MSME sector on Monday
India, EU conclude 14th round of talks for free trade agreement in Brussels
We may see fewer IPOs in next Samvat: Samco Group founder & CEO Jimeet Modi
Tesla, VinFast make quiet start in India's electric vehicle market
Will focus on high-margin export goods for growth: Syrma SGS MD Gujral
*Economic Times*
ONGC braces for $60 crude, eyes Rs 5,000 cr in cost savings by FY27
EnerGrid eyes $500 million fundraise to build greenfield energy projects
India exports 7.75 lakh ton sugar in 2024-25
Lodha Developers buys land for ₹2,300-crore MMR project
Beer industry seeks import relaxation due to can shortage
Indian Railways to sign MoU with navigation app Mappls: Vaishnaw
Rural India drives microfin growth as NBFCs shift focus
DMRC invites bids to procure 500 MU renewable energy to power low-carbon operations
Tata Motors, Maruti see retail sales market share growth in September
*Mint*
SBI aims to enhance gender diversity, increase female workforce to 30 pc by 2030
DMart sees muted profit in Q2 even as growth returns to older stores
China says Qualcomm admits failing to report Autotalks acquisition
EQT scraps Zelestra India sale, to invest $600 million
DGCA orders Boeing to detail uncommanded RAT deploy after AI-117 incident
Mahindra Lifespaces acquires land in Pune for ₹3,500 crore development
Warner Bros rejected Paramount's ‘too low’ $20/share takeover offer, says report
ED offers Flipkart to close FEMA violation case by paying penalty, admitting mistake: PTI
BLS International debarred from participating for tenders with India's foreign ministry for 2 years
By: via AlliesFinServe #StockMarket #Bharat Telegram.me/AlliesFin
*Business Standard*
IGL will explore international markets for business expansion: MD Chatiwal
Warburg Pincus nears deal to buy Germany's PSI for over $813 million
Sona Comstar MD Singh flags magnet quality issues under PLI scheme
Smaller cities drove India's greenfield hotel projects in H1 CY25
Finance ministry to review US tariff impact on MSME sector on Monday
India, EU conclude 14th round of talks for free trade agreement in Brussels
We may see fewer IPOs in next Samvat: Samco Group founder & CEO Jimeet Modi
Tesla, VinFast make quiet start in India's electric vehicle market
Will focus on high-margin export goods for growth: Syrma SGS MD Gujral
*Economic Times*
ONGC braces for $60 crude, eyes Rs 5,000 cr in cost savings by FY27
EnerGrid eyes $500 million fundraise to build greenfield energy projects
India exports 7.75 lakh ton sugar in 2024-25
Lodha Developers buys land for ₹2,300-crore MMR project
Beer industry seeks import relaxation due to can shortage
Indian Railways to sign MoU with navigation app Mappls: Vaishnaw
Rural India drives microfin growth as NBFCs shift focus
DMRC invites bids to procure 500 MU renewable energy to power low-carbon operations
Tata Motors, Maruti see retail sales market share growth in September
*Mint*
SBI aims to enhance gender diversity, increase female workforce to 30 pc by 2030
DMart sees muted profit in Q2 even as growth returns to older stores
China says Qualcomm admits failing to report Autotalks acquisition
EQT scraps Zelestra India sale, to invest $600 million
DGCA orders Boeing to detail uncommanded RAT deploy after AI-117 incident
Mahindra Lifespaces acquires land in Pune for ₹3,500 crore development
Warner Bros rejected Paramount's ‘too low’ $20/share takeover offer, says report
ED offers Flipkart to close FEMA violation case by paying penalty, admitting mistake: PTI
BLS International debarred from participating for tenders with India's foreign ministry for 2 years
By: via AlliesFinServe #StockMarket #Bharat Telegram.me/AlliesFin
Friday, 10 October 2025
AlliesFinServe #StockMarket #Bharat Telegram.me/AlliesFin's Post
Mkt. Updates :
GIFT NIFTY -45 (25235) from last trade 25280
Nikkei -333 pts ,
Hangseng -229 pts ,
Dow -243.36 pts ,Nsdq -18.75 pts, S&P -18.61 pts , Bovespa -437 pts , Ftse -39 pts , Dax +14 pts , Cac -18 pts , Crude @ $61.65 brl (+0.14) Brent @ $65.33 brl (+0.11) , Gold @ 4006.50 (+33.90), Silver @ $47.715 (+0.55), Euro @ $1.1566, JPY @ $152.99 , INR @ 88.799
US GOVT. 10-YR YIELD : 4.14%
Today's Corporate Action, 10.10.Ex Date :
AGIIL
Stock Split From Rs.5/- to Rs.1/-
HEXT
Interim Dividend - Rs. - 5.7500
NARMP
Bonus issue 1:1
NARMP
Stock Split From Rs.10/- to Rs.2/-
RCF
Final Dividend - Rs. - 1.3200
VALIANT
Bonus issue 1:2
Today's Board Meetings, 10-Oct-25 :
AAATECH
Quarterly Results;General
BIZOTIC
Half Yearly Results
CAMS
Stock Split
ELECON
Quarterly Results;Interim Dividend;General
HATHWAYB
Quarterly Results
OSWALOR
Quarterly Results;General
PROFINC
Quarterly Results;Bonus issue;Interim Dividend;Dividend
RRPDEFENSE
Preferential Issue of shares;General
SHPLPUNE
Quarterly Results;General
VIVIDM
Quarterly Results
WORL
A.G.M.;General
SEC. IN F&O BAN FOR, 10-Oct-25 :
1. RBLBANK
Today's Alert :
RBI to Conduct Auction of GOI BONDS for INR 280 BILLION
By: via AlliesFinServe #StockMarket #Bharat Telegram.me/AlliesFin
GIFT NIFTY -45 (25235) from last trade 25280
Nikkei -333 pts ,
Hangseng -229 pts ,
Dow -243.36 pts ,Nsdq -18.75 pts, S&P -18.61 pts , Bovespa -437 pts , Ftse -39 pts , Dax +14 pts , Cac -18 pts , Crude @ $61.65 brl (+0.14) Brent @ $65.33 brl (+0.11) , Gold @ 4006.50 (+33.90), Silver @ $47.715 (+0.55), Euro @ $1.1566, JPY @ $152.99 , INR @ 88.799
US GOVT. 10-YR YIELD : 4.14%
Today's Corporate Action, 10.10.Ex Date :
AGIIL
Stock Split From Rs.5/- to Rs.1/-
HEXT
Interim Dividend - Rs. - 5.7500
NARMP
Bonus issue 1:1
NARMP
Stock Split From Rs.10/- to Rs.2/-
RCF
Final Dividend - Rs. - 1.3200
VALIANT
Bonus issue 1:2
Today's Board Meetings, 10-Oct-25 :
AAATECH
Quarterly Results;General
BIZOTIC
Half Yearly Results
CAMS
Stock Split
ELECON
Quarterly Results;Interim Dividend;General
HATHWAYB
Quarterly Results
OSWALOR
Quarterly Results;General
PROFINC
Quarterly Results;Bonus issue;Interim Dividend;Dividend
RRPDEFENSE
Preferential Issue of shares;General
SHPLPUNE
Quarterly Results;General
VIVIDM
Quarterly Results
WORL
A.G.M.;General
SEC. IN F&O BAN FOR, 10-Oct-25 :
1. RBLBANK
Today's Alert :
RBI to Conduct Auction of GOI BONDS for INR 280 BILLION
By: via AlliesFinServe #StockMarket #Bharat Telegram.me/AlliesFin
Thursday, 9 October 2025
AlliesFinServe #StockMarket #Bharat Telegram.me/AlliesFin's Post
INSTL. INVESTORS EQUITY DERIVAT. TRADES AS ON 09-10-2025 :
*FIIS F & O : RS. CRS. :*
*TOTAL NET BUY : +2,309*
*INDEX FUT. : +544*
*INDEX OPT. : -258*
*STOCK FUT. : +1,452*
*STOCK OPT. : +571*
*INSTL. INVEST. EQUITY CASH PROV. TRADES AS ON : 09-10-2025 :*
*FIIS : BUY +1,308 (10,907-9,599)*
*DIIS : BUY +864 (12,577-11,713)*
*BSE SENSEX : +398 (82,172)*
*NSE NIFTY : +136 (25,182)*
*BSE MIDCAP. : +346 (46,198)*
*BSE SMLCAP. : +98 (53,065)*
*B. CRUDE : $ 65.95 *
*GOLD : $ 4,021=INR 1,25,750(10gr)*
*SILVER : RS. 1,57,500 (kg)*
*FOREX : RS. $ 88.7850 *
*6.33% GS '35: 6.5239%(98.73)*
*6.48% NEW '35: 6.4537%(100.19)*
*6.79% GS '34: 6.5649%(101.51)*
*6.68% GS '40: 6.8164% (98.73)*
By: via AlliesFinServe #StockMarket #Bharat Telegram.me/AlliesFin
*FIIS F & O : RS. CRS. :*
*TOTAL NET BUY : +2,309*
*INDEX FUT. : +544*
*INDEX OPT. : -258*
*STOCK FUT. : +1,452*
*STOCK OPT. : +571*
*INSTL. INVEST. EQUITY CASH PROV. TRADES AS ON : 09-10-2025 :*
*FIIS : BUY +1,308 (10,907-9,599)*
*DIIS : BUY +864 (12,577-11,713)*
*BSE SENSEX : +398 (82,172)*
*NSE NIFTY : +136 (25,182)*
*BSE MIDCAP. : +346 (46,198)*
*BSE SMLCAP. : +98 (53,065)*
*B. CRUDE : $ 65.95 *
*GOLD : $ 4,021=INR 1,25,750(10gr)*
*SILVER : RS. 1,57,500 (kg)*
*FOREX : RS. $ 88.7850 *
*6.33% GS '35: 6.5239%(98.73)*
*6.48% NEW '35: 6.4537%(100.19)*
*6.79% GS '34: 6.5649%(101.51)*
*6.68% GS '40: 6.8164% (98.73)*
By: via AlliesFinServe #StockMarket #Bharat Telegram.me/AlliesFin
Wednesday, 8 October 2025
AlliesFinServe #StockMarket #Bharat Telegram.me/AlliesFin's Post
08/10/2025
BSE:-153(81773)
NSE:-62(25046)
MID:-344(45852)
SML:-223(52966)
FII :+81Cr
DII:+329Cr
B.Crude: 66
Gold$:4042=INR: 122903
Silver: 148858
$/Rs: 88.77
7.10 : 2034 G-Sec: 6.54
NSE 100 PE: 22.15
Dollar Index : 98.78
By: via AlliesFinServe #StockMarket #Bharat Telegram.me/AlliesFin
BSE:-153(81773)
NSE:-62(25046)
MID:-344(45852)
SML:-223(52966)
FII :+81Cr
DII:+329Cr
B.Crude: 66
Gold$:4042=INR: 122903
Silver: 148858
$/Rs: 88.77
7.10 : 2034 G-Sec: 6.54
NSE 100 PE: 22.15
Dollar Index : 98.78
By: via AlliesFinServe #StockMarket #Bharat Telegram.me/AlliesFin
AlliesFinServe #StockMarket #Bharat Telegram.me/AlliesFin's Post
*News Headlines from Business News Agencies :*
*Business Standard :*
Capital inflows into Indian real estate fall 9% in Jan-Sep 2025: Colliers
Govt approves four railway projects worth ₹24,634 cr under PM Gati Shakti
Amazon Pay India revenue drops 7% in FY25 amid festive surge in usage
IKEA acquires US logistics tech company Locus in online growth push
DGCA seeks Boeing response after emergency system glitch on Air India jet
Biocon gets USFDA's tentative approval for antibacterial drug Rifaximin
M&M cuts Bolero prices below ₹10 lakh, ramps up production capacity
Canara Bank to unlock ₹684 crore treasure chest through Canara Robeco IPO
Dabur India flags short-term sales disruption in Q2 amid GST reforms
Tata Motors' JLR announces new financial scheme to pay suppliers faster
AstraZeneca receives CDSCO's approval to market cancer drug in India
WeWork India's $338 million IPO fully subscribed on final day of bidding
*Economic Times :*
India generated record solar, wind power in first half of 2025: Report
Tata Power-DDL signs pact with Bihar State Power Holding to train engineers
Ashtech Group to invest Rs 1,800 crore in luxury housing project in Greater Noida
Export of solar modules up 20% at $668m, led by rush of shipments to US
Brookfield-backed Clean Max plans Rs 5,200 crore IPO in November
Institutional investments in real estate grow 11 pc in Jul-Sep to USD 1.27 bn: Colliers
Niti Aayog CEO says regulations must not stifle fintech innovation
Dreamfolks unveils Club Membership amid India's airport lounge battle
Jindal India commissions Rs 1,500 cr downstream steel facility in West Bengal
Aster DM Healthcare commissions 264-bed hospital in Kerala's Kasaragod
BP CEO Murray Auchincloss to visit India for third time in a year
India Inc to give 9% salary increment in 2026: Aon Study
*Mint :*
Govt plans 3,000 electric buses for Mumbai, Pune under PM E-Drive
Acme Solar’s long-term rating upgraded; bank facility raised to ₹1000 cr
Accenture’s $4.8 billion blitz leaves Indian IT giants trailing far behind
Sebi to review rule that disqualifies market participants over mere allegations
Piyush Goyal meets CEO of Qatar Development Bank to enhance collaboration between the two countries
Airbus A320 surpasses Boeing 737 to become the world's most-delivered jetliner
Pharmexcil seeks data from exporters to resolve unpaid, delayed foreign payments
World Bank ups India's FY26 growth forecast, but cuts FY27 hopes on US tariffs
Exchange ecosystem needs more competition, says MSEI's Latika Kundu
Nykaa back in vogue as fashion business shows green shoots of recovery
Nagarro plans to add 1,000 professionals in India in next 12-18 months
By: via AlliesFinServe #StockMarket #Bharat Telegram.me/AlliesFin
*Business Standard :*
Capital inflows into Indian real estate fall 9% in Jan-Sep 2025: Colliers
Govt approves four railway projects worth ₹24,634 cr under PM Gati Shakti
Amazon Pay India revenue drops 7% in FY25 amid festive surge in usage
IKEA acquires US logistics tech company Locus in online growth push
DGCA seeks Boeing response after emergency system glitch on Air India jet
Biocon gets USFDA's tentative approval for antibacterial drug Rifaximin
M&M cuts Bolero prices below ₹10 lakh, ramps up production capacity
Canara Bank to unlock ₹684 crore treasure chest through Canara Robeco IPO
Dabur India flags short-term sales disruption in Q2 amid GST reforms
Tata Motors' JLR announces new financial scheme to pay suppliers faster
AstraZeneca receives CDSCO's approval to market cancer drug in India
WeWork India's $338 million IPO fully subscribed on final day of bidding
*Economic Times :*
India generated record solar, wind power in first half of 2025: Report
Tata Power-DDL signs pact with Bihar State Power Holding to train engineers
Ashtech Group to invest Rs 1,800 crore in luxury housing project in Greater Noida
Export of solar modules up 20% at $668m, led by rush of shipments to US
Brookfield-backed Clean Max plans Rs 5,200 crore IPO in November
Institutional investments in real estate grow 11 pc in Jul-Sep to USD 1.27 bn: Colliers
Niti Aayog CEO says regulations must not stifle fintech innovation
Dreamfolks unveils Club Membership amid India's airport lounge battle
Jindal India commissions Rs 1,500 cr downstream steel facility in West Bengal
Aster DM Healthcare commissions 264-bed hospital in Kerala's Kasaragod
BP CEO Murray Auchincloss to visit India for third time in a year
India Inc to give 9% salary increment in 2026: Aon Study
*Mint :*
Govt plans 3,000 electric buses for Mumbai, Pune under PM E-Drive
Acme Solar’s long-term rating upgraded; bank facility raised to ₹1000 cr
Accenture’s $4.8 billion blitz leaves Indian IT giants trailing far behind
Sebi to review rule that disqualifies market participants over mere allegations
Piyush Goyal meets CEO of Qatar Development Bank to enhance collaboration between the two countries
Airbus A320 surpasses Boeing 737 to become the world's most-delivered jetliner
Pharmexcil seeks data from exporters to resolve unpaid, delayed foreign payments
World Bank ups India's FY26 growth forecast, but cuts FY27 hopes on US tariffs
Exchange ecosystem needs more competition, says MSEI's Latika Kundu
Nykaa back in vogue as fashion business shows green shoots of recovery
Nagarro plans to add 1,000 professionals in India in next 12-18 months
By: via AlliesFinServe #StockMarket #Bharat Telegram.me/AlliesFin
AlliesFinServe #StockMarket #Bharat Telegram.me/AlliesFin's Post
GST 3.0: Govt plans automated refunds on lines of income-tax system | Economy & Policy News - Business Standard https://share.google/QlIuFJDOW23ay3V5U
By: via AlliesFinServe #StockMarket #Bharat Telegram.me/AlliesFin
By: via AlliesFinServe #StockMarket #Bharat Telegram.me/AlliesFin
Monday, 6 October 2025
AlliesFinServe #StockMarket #Bharat Telegram.me/AlliesFin's Post
SEBI Investor Survey 2025 – Executive Summary
SEBI, in collaboration with AMFI, NSE, BSE, NSDL, and CDSL, released the Investor Survey 2025, one of India’s largest household investment studies.
The survey, conducted by Kantar, covered 90,000+ households across 400 cities and 1,000 villages, providing deep insights into the evolving behaviour, awareness, and participation of Indian investors.
_________
1. Awareness & Market Participation
* 63% of Indian households are aware of securities market products, but only 9.5% actively invest.
* Participation is higher in urban India (15%) compared to rural (6%).
* Delhi (20.7%), Gujarat (15.4%), and Maharashtra (14.2%) show the highest penetration of investors.
* Awareness is improving, but actual participation remains modest — indicating a large untapped retail investor base.
_________
2. Investor Behaviour & Risk Appetite
* Around 80% of investors still prefer safety over high returns, highlighting a conservative investment mindset.
* Even among Gen-Z investors, risk appetite remains moderate — driven more by digital awareness than deep financial understanding.
* Majority prefer mutual funds, insurance, and bank FDs over direct equities.
_________
3. Key Barriers to Wider Participation
* Lack of confidence, limited financial literacy, and perceived complexity of market products.
* Fear of losses and lack of trustworthy guidance discourage first-time investors.
* “Intenders” (those planning to invest soon) cite the need for:
o Simpler digital onboarding
o Educational content in regional languages
o Success stories from relatable investors
_________
4. Financial Literacy & Communication
* Social media and mobile platforms have become critical tools for investor education.
* Gen-Z prefers short-form video formats (reels, YouTube shorts), while older demographics prefer articles, webinars, and workshops.
* There’s strong demand for regional and vernacular content to enhance trust and accessibility.
_________
5. Grievance Redressal & Trust in Regulators
* Awareness of SEBI’s grievance redressal mechanisms (SCORES, ODR portal) remains low.
* However, user satisfaction is ~90% among those who used SEBI’s platforms — indicating operational efficiency but low visibility.
* Strengthening communication about SEBI’s role and redressal systems could enhance investor confidence.
_________
6. Growth Potential & Road Ahead
* About 22% of aware non-investors plan to start investing within the next year — representing a strong pipeline of future market entrants.
* The next wave of growth will likely come from:
o Tier-2 and Tier-3 cities
o Younger first-time investors
o Simplified digital experiences
o Localized education and trust-building initiatives
_________
Conclusion
The SEBI Investor Survey 2025 highlights that India’s investment landscape is at an inflection point — awareness is rising rapidly, but participation is lagging due to trust and knowledge gaps.
With focused financial literacy programs, regional engagement, and simplified digital channels, SEBI aims to drive responsible and inclusive market participation across urban and rural India.
By: via AlliesFinServe #StockMarket #Bharat Telegram.me/AlliesFin
SEBI, in collaboration with AMFI, NSE, BSE, NSDL, and CDSL, released the Investor Survey 2025, one of India’s largest household investment studies.
The survey, conducted by Kantar, covered 90,000+ households across 400 cities and 1,000 villages, providing deep insights into the evolving behaviour, awareness, and participation of Indian investors.
_________
1. Awareness & Market Participation
* 63% of Indian households are aware of securities market products, but only 9.5% actively invest.
* Participation is higher in urban India (15%) compared to rural (6%).
* Delhi (20.7%), Gujarat (15.4%), and Maharashtra (14.2%) show the highest penetration of investors.
* Awareness is improving, but actual participation remains modest — indicating a large untapped retail investor base.
_________
2. Investor Behaviour & Risk Appetite
* Around 80% of investors still prefer safety over high returns, highlighting a conservative investment mindset.
* Even among Gen-Z investors, risk appetite remains moderate — driven more by digital awareness than deep financial understanding.
* Majority prefer mutual funds, insurance, and bank FDs over direct equities.
_________
3. Key Barriers to Wider Participation
* Lack of confidence, limited financial literacy, and perceived complexity of market products.
* Fear of losses and lack of trustworthy guidance discourage first-time investors.
* “Intenders” (those planning to invest soon) cite the need for:
o Simpler digital onboarding
o Educational content in regional languages
o Success stories from relatable investors
_________
4. Financial Literacy & Communication
* Social media and mobile platforms have become critical tools for investor education.
* Gen-Z prefers short-form video formats (reels, YouTube shorts), while older demographics prefer articles, webinars, and workshops.
* There’s strong demand for regional and vernacular content to enhance trust and accessibility.
_________
5. Grievance Redressal & Trust in Regulators
* Awareness of SEBI’s grievance redressal mechanisms (SCORES, ODR portal) remains low.
* However, user satisfaction is ~90% among those who used SEBI’s platforms — indicating operational efficiency but low visibility.
* Strengthening communication about SEBI’s role and redressal systems could enhance investor confidence.
_________
6. Growth Potential & Road Ahead
* About 22% of aware non-investors plan to start investing within the next year — representing a strong pipeline of future market entrants.
* The next wave of growth will likely come from:
o Tier-2 and Tier-3 cities
o Younger first-time investors
o Simplified digital experiences
o Localized education and trust-building initiatives
_________
Conclusion
The SEBI Investor Survey 2025 highlights that India’s investment landscape is at an inflection point — awareness is rising rapidly, but participation is lagging due to trust and knowledge gaps.
With focused financial literacy programs, regional engagement, and simplified digital channels, SEBI aims to drive responsible and inclusive market participation across urban and rural India.
By: via AlliesFinServe #StockMarket #Bharat Telegram.me/AlliesFin
AlliesFinServe #StockMarket #Bharat Telegram.me/AlliesFin's Post
News Headlines from Business News Agencies :
Business Standard :
SBI aims to be one-fourth of India's GDP by assets: Chairman C S Setty
Domestic gas demand to pick up pace by FY27: IGX MD & CEO Mediratta
RBI trims forward-dollar short position to $53 bn from $90 bn peak
HyFun Foods targets ₹1,500 crore revenue in FY26, aims IPO by 2028
India, EU to begin next round of trade talks from Monday in Brussels
New electronic component plan to double local value addition to 40%: Elcina
PVR Inox eyes strong festive season, clocks 50%
occupancy during Dussehra
On track to achieve 400,000 vehicle exports in FY26: Maruti Suzuki
Vedanta plans to invest ₹13,226 crore to ramp up aluminium capacity
Economic Times :
BSNL 4G towers to be upgraded to 5G in 6-8 months: Jyotiraditya Scindia
Punjab & Sind Bank clocks 16% growth in loans in Q2
Indian market's shift towards premium devices to drive Snapdragon 8 chipsets adoption: Qualcomm
AWL Agri aims over 10 pc revenue growth this fiscal on better demand for food items
PM-SETU: Rs 60,000-cr scheme to upgrade industrial training institutes
Flipkart to offload entire stake in Aditya Birla Lifestyle via Rs 950 crore block deal: Report
NSE to build Rs 380-crore facility for cancer treatment at Tata Memorial Centre
Warburg to infuse Rs 500 crore more in Truhome Finance; CEO says biz scale in place for IPO
BL Agro aims to become USD 2.25-bn group by 2030, to invest Rs 3,000 cr in 5 years
Mint :
OPEC Nears Accord for Modest November Production Hike
Public procurement from small businesses soars as govt redefines MSMEs
Piyush Goyal to visit Qatar from October 6-7; to co-chair Qatar-India joint commission meeting
First commercial coal mine in Arunachal Pradesh to be launched on Monday
Diwali travel bookings soar as Indians blend festivities with faith, getaways: Experts
Delhi-NCR sees highest 24 pc rise in housing prices among top 7cities in Jul-Sep: Anarock
Wholesale beat automobile demand estimates in September: Report
Prestige targets mid-income homes amid luxury boom
By: via AlliesFinServe #StockMarket #Bharat Telegram.me/AlliesFin
Business Standard :
SBI aims to be one-fourth of India's GDP by assets: Chairman C S Setty
Domestic gas demand to pick up pace by FY27: IGX MD & CEO Mediratta
RBI trims forward-dollar short position to $53 bn from $90 bn peak
HyFun Foods targets ₹1,500 crore revenue in FY26, aims IPO by 2028
India, EU to begin next round of trade talks from Monday in Brussels
New electronic component plan to double local value addition to 40%: Elcina
PVR Inox eyes strong festive season, clocks 50%
occupancy during Dussehra
On track to achieve 400,000 vehicle exports in FY26: Maruti Suzuki
Vedanta plans to invest ₹13,226 crore to ramp up aluminium capacity
Economic Times :
BSNL 4G towers to be upgraded to 5G in 6-8 months: Jyotiraditya Scindia
Punjab & Sind Bank clocks 16% growth in loans in Q2
Indian market's shift towards premium devices to drive Snapdragon 8 chipsets adoption: Qualcomm
AWL Agri aims over 10 pc revenue growth this fiscal on better demand for food items
PM-SETU: Rs 60,000-cr scheme to upgrade industrial training institutes
Flipkart to offload entire stake in Aditya Birla Lifestyle via Rs 950 crore block deal: Report
NSE to build Rs 380-crore facility for cancer treatment at Tata Memorial Centre
Warburg to infuse Rs 500 crore more in Truhome Finance; CEO says biz scale in place for IPO
BL Agro aims to become USD 2.25-bn group by 2030, to invest Rs 3,000 cr in 5 years
Mint :
OPEC Nears Accord for Modest November Production Hike
Public procurement from small businesses soars as govt redefines MSMEs
Piyush Goyal to visit Qatar from October 6-7; to co-chair Qatar-India joint commission meeting
First commercial coal mine in Arunachal Pradesh to be launched on Monday
Diwali travel bookings soar as Indians blend festivities with faith, getaways: Experts
Delhi-NCR sees highest 24 pc rise in housing prices among top 7cities in Jul-Sep: Anarock
Wholesale beat automobile demand estimates in September: Report
Prestige targets mid-income homes amid luxury boom
By: via AlliesFinServe #StockMarket #Bharat Telegram.me/AlliesFin
AlliesFinServe #StockMarket #Bharat Telegram.me/AlliesFin's Post
Mkt. Updates :
*GIFT NIFTY -47 (24960) from last trade 25007*
*Nikkei +1901 pts ,*
*Hangseng -137 pts ,*
Dow +238.56 pts ,Nsdq -63.54 pts, S&P +0.44 pts , Bovespa +251 pts , Ftse +63 pts , Dax -43 pts , Cac +24 pts , Crude @ $61.51 brl (+0.63) Brent @ $65.21 brl (+0.68) , Gold @ 3935.50 (+26.60), Silver @ $48.275 (+0.31), Euro @ $1.171, JPY @ $149.47 , INR @ 88.735
*US GOVT. 10-YR YIELD : 4.14%*
*Today's Corporate Action, 06.10. Ex Date :*
ASHNI
Right Issue of Equity Shares
CYBERTECH
Special Dividend - Rs. - 20.0000
JULIEN
Bonus issue 1:1
SIGMA
Stock Split From Rs.10/- to Rs.1/-
*Today's Board Meetings 06-Oct-25 :*
ACCEDERE
General
AIFL
Quarterly Results
CHECKPOINT
General
EXCEL
Preferential Issue of shares;Increase in Authorised Capital
GBLOGISTIC
General
KESARENT
Quarterly Results
MAGNUS
Right Issue of Equity Shares
*SEC. IN F&O BAN FOR, 06.10.2025:*
*1. RBLBANK*
By: via AlliesFinServe #StockMarket #Bharat Telegram.me/AlliesFin
*GIFT NIFTY -47 (24960) from last trade 25007*
*Nikkei +1901 pts ,*
*Hangseng -137 pts ,*
Dow +238.56 pts ,Nsdq -63.54 pts, S&P +0.44 pts , Bovespa +251 pts , Ftse +63 pts , Dax -43 pts , Cac +24 pts , Crude @ $61.51 brl (+0.63) Brent @ $65.21 brl (+0.68) , Gold @ 3935.50 (+26.60), Silver @ $48.275 (+0.31), Euro @ $1.171, JPY @ $149.47 , INR @ 88.735
*US GOVT. 10-YR YIELD : 4.14%*
*Today's Corporate Action, 06.10. Ex Date :*
ASHNI
Right Issue of Equity Shares
CYBERTECH
Special Dividend - Rs. - 20.0000
JULIEN
Bonus issue 1:1
SIGMA
Stock Split From Rs.10/- to Rs.1/-
*Today's Board Meetings 06-Oct-25 :*
ACCEDERE
General
AIFL
Quarterly Results
CHECKPOINT
General
EXCEL
Preferential Issue of shares;Increase in Authorised Capital
GBLOGISTIC
General
KESARENT
Quarterly Results
MAGNUS
Right Issue of Equity Shares
*SEC. IN F&O BAN FOR, 06.10.2025:*
*1. RBLBANK*
By: via AlliesFinServe #StockMarket #Bharat Telegram.me/AlliesFin
Friday, 3 October 2025
AlliesFinServe #StockMarket #Bharat Telegram.me/AlliesFin's Post
*India Daybook - *– Stocks in News*
*Swelect Energy:* Company commissioned additional 2 MW solar plant in Tamil Nadu. (Positive)
*GNG Electronics:* Company signed facility lease pact with Ajman Free Zones Authority. (Positive)
*Goodluck India: Company obtained industrial licence to produce empty shells; trial production to begin in third quarter. (Positive)
*Bansal Wire:* Company’s second quarter sales volume rose 45.9% YoY to 1.15 lakh metric tonnes (Positive)
*Lemon Tree Hotels:* Opened a 111-room property in Andhra Pradesh. (Positive)
*PC Jeweller*: Revenue grew 63% YoY in the second quarter and it reduced bank debt by 23%. (Positive)
*PTC Industries:* Company won a multi-million-pound project with Coolbook to supply machine and cast components for Rotodynamic heater (Positive)
*CSB Bank:* Q2 deposits rose 25% year-on-year to Rs 39,651 crore and gross advances was up 29% year-on-year to Rs 34,730 crore. (Positive)
*John Cockerill:* Godawari Power & Ispat Limited Awards Contract To Co for 6 Hi Reversible Cold Rolling Mill At Tilda, Raipur. (Positive)
*Capital Trust:* Company Has Commenced Its Gold Loan Business (Positive)
*Eveready Industries:* Company Consent Award Issued By Arbitral Tribunal, Arbitration Proceedings against Co Withdrawn and Terminated (Positive)
*Veerhealth Care Ltd:* Company announced the receipt of an order from a leading Indian pharmacy chain for manufacturing & supplying Hair Care & Oral Care products. (Positive)
*Niva Bupa:* Meerut Tax Authority dropped alleged GST demand of Rs 124 crore. (Positive)
*V-Mart Retail:* Q2 Update, Total revenue from operations up 22% at Rs 807 Cr Vs Rs 661 Cr (YoY), Same store sales growth (SSSG) at +11% (Positive)
*PFC:* Company expands with New Subsidiary for Power Transmission Project. (Positive)
*United Spirits:* Bombay High Court set aside Rs 443 crore water charge demand and directed interim deposit of Rs 66.5 crore. (Positive)
*Sai Silks:* Q2 FY26 Turnover Up 28% to Rs 444 Crore; 5 New Stores Opened, 10 More Planned (Positive)
*Diffusion Engineers:* Company Secures Rs 22.86 Crore Domestic Order for Power Industry Equipment (Positive)
*Hyundai Motor India:* Company Commences Passenger Vehicle Production at Talegaon Plant with 1.7 Lakh Annual Capacity (Positive)
*Hero Motocorp:* September sales at 6.87 lk units Vs poll of 6.5 lk units (Positive)
*KRBL:* Company emerges successful bidder for Haryana PACL properties at ₹403 crore. (Positive)
*SBI Card:* Company announces transaction fee changes from November. (Positive)
*Oil downstream stocks:* Oil edges lower for fourth day on oversupply concerns (Positive)
*Sammaan Capital:* Board clears ₹8,850 Crore preferential issue to IHC. (Positive)
*Indigo:* Direct flights between India and China to resume late in October. (Positive)
*Samman Capital:* GS (Singapore) bought 66.38 lakh shares at a price of Rs 164.6 per share. (Positive)
*RBL Bank:* MS Asia Singapore bought 32.51 lakh shares) at a price of Rs 274.4 per share. (Positive)
*BMW Ventures:* Neomile growth Fund bought 5 lac shares at a price of Rs 78 per share. (Positive)
*HDFC AMC:* Company Board Meeting on Oct 15 to Consider Q2 Results (Neutral)
*Eicher Motors:* (Motorcycle) Sept Total 1, 24,328 Sales Units Vs 86,978 Units (YoY); EST 135,100 (Neutral)
*Maruti Suzuki:* Company Sept Auto Sales: total sales at 1.89 lakh units, up 2.7% YoY (Neutral)
*Coal India:* September production down 3.9% at 48.97 mt Vs 50.94 mt (YoY). (Neutral)
*Swarnsarita Jewels India:* Company announced the re-appointment of Mr. Mahendra Madanlal Chordia as MD for 5 years from Apr 1, 2026 (Neutral)
*Indostar Capital Finance:* Company announced the appointment of Ms. Jasmine Bawa as the Chief Human Resources Officer (CHRO), effective Oct 01, 2025. (Neutral)
*Virat Crane Industries:* Company announced the reappointment of Sri Puvvada VenkataSrihari as Director & CFO, effective Sept 30, 2025. (Neutral)
*Raymond:* Confirms Completion of Income Tax Department Survey, Full Cooperation Extended (Neutral)
By: via AlliesFinServe #StockMarket #Bharat Telegram.me/AlliesFin
*Swelect Energy:* Company commissioned additional 2 MW solar plant in Tamil Nadu. (Positive)
*GNG Electronics:* Company signed facility lease pact with Ajman Free Zones Authority. (Positive)
*Goodluck India: Company obtained industrial licence to produce empty shells; trial production to begin in third quarter. (Positive)
*Bansal Wire:* Company’s second quarter sales volume rose 45.9% YoY to 1.15 lakh metric tonnes (Positive)
*Lemon Tree Hotels:* Opened a 111-room property in Andhra Pradesh. (Positive)
*PC Jeweller*: Revenue grew 63% YoY in the second quarter and it reduced bank debt by 23%. (Positive)
*PTC Industries:* Company won a multi-million-pound project with Coolbook to supply machine and cast components for Rotodynamic heater (Positive)
*CSB Bank:* Q2 deposits rose 25% year-on-year to Rs 39,651 crore and gross advances was up 29% year-on-year to Rs 34,730 crore. (Positive)
*John Cockerill:* Godawari Power & Ispat Limited Awards Contract To Co for 6 Hi Reversible Cold Rolling Mill At Tilda, Raipur. (Positive)
*Capital Trust:* Company Has Commenced Its Gold Loan Business (Positive)
*Eveready Industries:* Company Consent Award Issued By Arbitral Tribunal, Arbitration Proceedings against Co Withdrawn and Terminated (Positive)
*Veerhealth Care Ltd:* Company announced the receipt of an order from a leading Indian pharmacy chain for manufacturing & supplying Hair Care & Oral Care products. (Positive)
*Niva Bupa:* Meerut Tax Authority dropped alleged GST demand of Rs 124 crore. (Positive)
*V-Mart Retail:* Q2 Update, Total revenue from operations up 22% at Rs 807 Cr Vs Rs 661 Cr (YoY), Same store sales growth (SSSG) at +11% (Positive)
*PFC:* Company expands with New Subsidiary for Power Transmission Project. (Positive)
*United Spirits:* Bombay High Court set aside Rs 443 crore water charge demand and directed interim deposit of Rs 66.5 crore. (Positive)
*Sai Silks:* Q2 FY26 Turnover Up 28% to Rs 444 Crore; 5 New Stores Opened, 10 More Planned (Positive)
*Diffusion Engineers:* Company Secures Rs 22.86 Crore Domestic Order for Power Industry Equipment (Positive)
*Hyundai Motor India:* Company Commences Passenger Vehicle Production at Talegaon Plant with 1.7 Lakh Annual Capacity (Positive)
*Hero Motocorp:* September sales at 6.87 lk units Vs poll of 6.5 lk units (Positive)
*KRBL:* Company emerges successful bidder for Haryana PACL properties at ₹403 crore. (Positive)
*SBI Card:* Company announces transaction fee changes from November. (Positive)
*Oil downstream stocks:* Oil edges lower for fourth day on oversupply concerns (Positive)
*Sammaan Capital:* Board clears ₹8,850 Crore preferential issue to IHC. (Positive)
*Indigo:* Direct flights between India and China to resume late in October. (Positive)
*Samman Capital:* GS (Singapore) bought 66.38 lakh shares at a price of Rs 164.6 per share. (Positive)
*RBL Bank:* MS Asia Singapore bought 32.51 lakh shares) at a price of Rs 274.4 per share. (Positive)
*BMW Ventures:* Neomile growth Fund bought 5 lac shares at a price of Rs 78 per share. (Positive)
*HDFC AMC:* Company Board Meeting on Oct 15 to Consider Q2 Results (Neutral)
*Eicher Motors:* (Motorcycle) Sept Total 1, 24,328 Sales Units Vs 86,978 Units (YoY); EST 135,100 (Neutral)
*Maruti Suzuki:* Company Sept Auto Sales: total sales at 1.89 lakh units, up 2.7% YoY (Neutral)
*Coal India:* September production down 3.9% at 48.97 mt Vs 50.94 mt (YoY). (Neutral)
*Swarnsarita Jewels India:* Company announced the re-appointment of Mr. Mahendra Madanlal Chordia as MD for 5 years from Apr 1, 2026 (Neutral)
*Indostar Capital Finance:* Company announced the appointment of Ms. Jasmine Bawa as the Chief Human Resources Officer (CHRO), effective Oct 01, 2025. (Neutral)
*Virat Crane Industries:* Company announced the reappointment of Sri Puvvada VenkataSrihari as Director & CFO, effective Sept 30, 2025. (Neutral)
*Raymond:* Confirms Completion of Income Tax Department Survey, Full Cooperation Extended (Neutral)
By: via AlliesFinServe #StockMarket #Bharat Telegram.me/AlliesFin
AlliesFinServe #StockMarket #Bharat Telegram.me/AlliesFin's Post
*News Headlines from Business News Agencies:*
*Business Standard*
Electronics component plan gets ₹1.15 trillion proposals, says govt
RBI proposes basic savings bank deposit account as a standard service
E2E Networks in talks with IITs to provide GPUs: CTO Mohammed Imran
5G handsets make up 87% of smartphone shipments in India in H1 of 2025
Reliance Retail worth $143 billion, Jio valued at $135 billion: JP Morgan
Govt invites proposals under PRIP scheme for pharma, medtech projects
Aggressive pricing pulls down crop insurance premiums by over 30% in FY26
Quick-commerce player Zepto builds $1 bn war chest to take on competition
India ramps up US oil purchases amid trade talks, diversification push
*Economic Times*
India to emerge as next petrochemicals powerhouse with $37 bn capex push: S&P
Tata Power arm to set up 80 MW FDRE project at Rs 1,200 cr
Abu Dhabi's IHC to pick 43% stake in Sammaan Capital for USD 1 billion
Govt sets up online gaming regulator under IT ministry
Ashoka Buildcon acquires majority stake in JTCL for Rs 166 crore
Zomato partners with HDFC Pension to launch NPS model for delivery partners
PC Jeweller Q2 revenue up 63%, cuts debt by 23% in September quarter
*Mint*
India’s Jindal closes in on Thyssenkrupp Steel as EP Group checks out
OPEC oil output rises further in September, survey finds
Delhi-NCR witnesses 2.5-fold jump in office space leasing in July-September
US firm Natsoft seeks $500 million from Hexaware in intellectual property fight
GST reforms spark 3,981 consumer complaints; milk, electronics top grievances
Temasek joins PE giants in bidding war for minority stake in Romsons Group
Inflation could be much lower than RBI estimates in FY26 and FY27: SBI report
By: via AlliesFinServe #StockMarket #Bharat Telegram.me/AlliesFin
*Business Standard*
Electronics component plan gets ₹1.15 trillion proposals, says govt
RBI proposes basic savings bank deposit account as a standard service
E2E Networks in talks with IITs to provide GPUs: CTO Mohammed Imran
5G handsets make up 87% of smartphone shipments in India in H1 of 2025
Reliance Retail worth $143 billion, Jio valued at $135 billion: JP Morgan
Govt invites proposals under PRIP scheme for pharma, medtech projects
Aggressive pricing pulls down crop insurance premiums by over 30% in FY26
Quick-commerce player Zepto builds $1 bn war chest to take on competition
India ramps up US oil purchases amid trade talks, diversification push
*Economic Times*
India to emerge as next petrochemicals powerhouse with $37 bn capex push: S&P
Tata Power arm to set up 80 MW FDRE project at Rs 1,200 cr
Abu Dhabi's IHC to pick 43% stake in Sammaan Capital for USD 1 billion
Govt sets up online gaming regulator under IT ministry
Ashoka Buildcon acquires majority stake in JTCL for Rs 166 crore
Zomato partners with HDFC Pension to launch NPS model for delivery partners
PC Jeweller Q2 revenue up 63%, cuts debt by 23% in September quarter
*Mint*
India’s Jindal closes in on Thyssenkrupp Steel as EP Group checks out
OPEC oil output rises further in September, survey finds
Delhi-NCR witnesses 2.5-fold jump in office space leasing in July-September
US firm Natsoft seeks $500 million from Hexaware in intellectual property fight
GST reforms spark 3,981 consumer complaints; milk, electronics top grievances
Temasek joins PE giants in bidding war for minority stake in Romsons Group
Inflation could be much lower than RBI estimates in FY26 and FY27: SBI report
By: via AlliesFinServe #StockMarket #Bharat Telegram.me/AlliesFin
Wednesday, 1 October 2025
AlliesFinServe #StockMarket #Bharat Telegram.me/AlliesFin's Post
RBI's Monetary Policy Update: October 2025
Policy Pause Continued Amid Global Uncertainty and Improved Inflation Growth Dynamix
The RBI Monetary Policy Committee delivered a status quo policy as widely expected. The repo rate remains at 5.5% and the stance continues to be NEUTRAL, with the decision receiving unanimous support from all MPC members
The central bank emphasized that the impact of the earlier 100 bps rate cuts is still unfolding, and hence, further action will be contingent on the evolving macro landscape. The RBI appears in no rush to cut rates again, despite headline inflation easing considerably and growth holding up well. However, our assessment indicates that there may be one rate cut of 25bps in December Policy.
Key Takeaways:
# Repo rate unchanged at 5.5%, on expected lines
# Stance remains Neutral; decision was unanimous
# CPI inflation forecast for FY26 revised further lower to 2.6% (from 3.1%)
# FY26 GDP growth forecast increased to 6.8% from 6.5%, signaling confidence in domestic growth
# Liquidity surplus has stood at Rs2.1 lakh crore since the last policy
Key Rates:
* Repo Rate: 5.50% (Unchanged)
* Standing Deposit Facility Rate: 5.25% (Unchanged)
* Marginal Standing Facility (MSF): 5.75% (Unchanged)
GDP Forecasts:
* FY26: 6.8% (Revised from 6.5%)
* Q2FY26: 7.0% (Revised from 6.7%)
* Q3FY26: 6.4% (Revised from 6.6%)
* Q4FY26: 6.2% (Revised from 6.3%)
* Q1FY27: 6.4% (Revised from 6.6%)
CPI Inflation Forecasts:
* FY26: 2.6% (Revised from 3.1%)
* Q2FY26: 1.8% (Revised from 2.10%)
* Q3FY26: 1.8% (Revised from 3.10%)
* Q4FY26: 4.0% (Revised from 4.4%)
* Q1FY27: 4.5% (Revised from 3.10%)
Inflation Landscape Turns More Benign: One of the key highlights of the policy was the sharp downward revision in CPI inflation projections for FY26 — from 3.1% earlier to 2.6% now. Governor Malhotra attributed this to ; (a) Softer food inflation, (b) A favorable monsoon outlook and (c) Continued disinflation in core categories
However, he did caution that inflation may edge up to 4.5% in Q1FY27, suggesting that this benign phase may not persist indefinitely.
Growth Outlook Resilient Despite External Headwinds: RBI retained its real GDP growth estimate for FY26 at 6.8% from 6.5% earlier, reflecting continued optimism about domestic economic activity, bolstered by rural recovery, public capex, and robust services sector momentum.
The Governor also noted that external demand remains uncertain, especially with new global risks like the recent 50% U.S. tariff on Indian imports, which adds a layer of complexity for India’s trade-exposed sectors.
Our View:
The October policy outcome was broadly in line with expectations—a cautious, data-dependent pause with no negative surprises. With inflation trending lower and growth momentum improving, we see December 2025 as a live window for another 25 bps cut, provided global risks don’t escalate. The structural banking reforms + dovish policy bias create a constructive setup for risk assets once clarity emerges over the next 1–2 months
By: via AlliesFinServe #StockMarket #Bharat Telegram.me/AlliesFin
Policy Pause Continued Amid Global Uncertainty and Improved Inflation Growth Dynamix
The RBI Monetary Policy Committee delivered a status quo policy as widely expected. The repo rate remains at 5.5% and the stance continues to be NEUTRAL, with the decision receiving unanimous support from all MPC members
The central bank emphasized that the impact of the earlier 100 bps rate cuts is still unfolding, and hence, further action will be contingent on the evolving macro landscape. The RBI appears in no rush to cut rates again, despite headline inflation easing considerably and growth holding up well. However, our assessment indicates that there may be one rate cut of 25bps in December Policy.
Key Takeaways:
# Repo rate unchanged at 5.5%, on expected lines
# Stance remains Neutral; decision was unanimous
# CPI inflation forecast for FY26 revised further lower to 2.6% (from 3.1%)
# FY26 GDP growth forecast increased to 6.8% from 6.5%, signaling confidence in domestic growth
# Liquidity surplus has stood at Rs2.1 lakh crore since the last policy
Key Rates:
* Repo Rate: 5.50% (Unchanged)
* Standing Deposit Facility Rate: 5.25% (Unchanged)
* Marginal Standing Facility (MSF): 5.75% (Unchanged)
GDP Forecasts:
* FY26: 6.8% (Revised from 6.5%)
* Q2FY26: 7.0% (Revised from 6.7%)
* Q3FY26: 6.4% (Revised from 6.6%)
* Q4FY26: 6.2% (Revised from 6.3%)
* Q1FY27: 6.4% (Revised from 6.6%)
CPI Inflation Forecasts:
* FY26: 2.6% (Revised from 3.1%)
* Q2FY26: 1.8% (Revised from 2.10%)
* Q3FY26: 1.8% (Revised from 3.10%)
* Q4FY26: 4.0% (Revised from 4.4%)
* Q1FY27: 4.5% (Revised from 3.10%)
Inflation Landscape Turns More Benign: One of the key highlights of the policy was the sharp downward revision in CPI inflation projections for FY26 — from 3.1% earlier to 2.6% now. Governor Malhotra attributed this to ; (a) Softer food inflation, (b) A favorable monsoon outlook and (c) Continued disinflation in core categories
However, he did caution that inflation may edge up to 4.5% in Q1FY27, suggesting that this benign phase may not persist indefinitely.
Growth Outlook Resilient Despite External Headwinds: RBI retained its real GDP growth estimate for FY26 at 6.8% from 6.5% earlier, reflecting continued optimism about domestic economic activity, bolstered by rural recovery, public capex, and robust services sector momentum.
The Governor also noted that external demand remains uncertain, especially with new global risks like the recent 50% U.S. tariff on Indian imports, which adds a layer of complexity for India’s trade-exposed sectors.
Our View:
The October policy outcome was broadly in line with expectations—a cautious, data-dependent pause with no negative surprises. With inflation trending lower and growth momentum improving, we see December 2025 as a live window for another 25 bps cut, provided global risks don’t escalate. The structural banking reforms + dovish policy bias create a constructive setup for risk assets once clarity emerges over the next 1–2 months
By: via AlliesFinServe #StockMarket #Bharat Telegram.me/AlliesFin
AlliesFinServe #StockMarket #Bharat Telegram.me/AlliesFin's Post
*News Headlines from Business News Agencies :*
*Business Standard :*
Monsoon season ends with 8% higher-than-normal rainfall, says IMD
India adds record 20.1 GW renewable capacity in Apr-Aug, 123% jump YoY
Ecom platforms on government radar for compliance with GST rate cuts
FSIB recommends Ramakrishnan Chander as LIC's next managing director
Oil outlook: Supply excess, weak Asia demand to keep WTI in $61-66 range
Rajesh Agrawal takes charge as commerce secretary from October 1
RBI eases small business loan rules, expands lending scope against gold
After ethanol tender pricing setback, sugar industry hopes for review
OYO-owned Innov8 revenue jumps 58% to ₹38 crore in June quarter
Balaji Wafers' stake sale plan on hold amid weak response from PE investors
Air India, Airbus set up joint venture pilot training facility in Haryana
Toyota claws back China market share with $15,000 electric vehicle launch
*Economic Times :*
India's gold, silver imports nearly double despite record prices ahead of festivals, sources say
Corporate India’s credit quality holds steady despite US tariff shock
Allied Blenders to enter single malt whisky, expects turnover to double in 5 years
Citigroup forecasts Big Tech's AI spending to cross $2.8 trillion by 2029
Monsoon withdrawal likely to be delayed: IMD
Realty developer Conscient appoints Rishi Raj as Chief Executive Officer
Hyatt signs The Landmark Kanpur, 2nd JdV by Hyatt Hotel in India
EV firm Simple Energy plans aggressive expansion by 2029
HCC, KRCL join hands to execute largescale transport projects in India, overseas
Fintech startup Ignosis raises $4 million from PeakXV’s Surge, others
Deeptech startup EyeROV bags Rs 47 crore order from Indian Navy
*Mint :*
India’s April-August fiscal deficit rises to ₹5.98 tn, 38.1% of annual target
PSBs should consider shared technology to achieve economies of scale: RBI Dy Guv
US tariff effect: ADB trims India’s growth outlook for FY26 and FY27 to 6.5%
Govt extends export benefits under RoDTEP scheme till Mar 2026
Man Industries says no material impact of SEBI order on companys current, future ops
Blue Jet Healthcare investors await margin recovery amid rosy growth prospects
RBI issues revised liquidity management framework
IPO-bound WeWork India posts ₹14.14 cr loss in Apri-Jun, revenue rises 19pc to ₹535cr
Indian Oil faces pressure. Petchem, green energy are the big bets
Real estate tokenization makes premium property as accessible as mutual funds
Sounding the alarm: India's EVs to feature pedestrian warning system by 2026
By: via AlliesFinServe #StockMarket #Bharat Telegram.me/AlliesFin
*Business Standard :*
Monsoon season ends with 8% higher-than-normal rainfall, says IMD
India adds record 20.1 GW renewable capacity in Apr-Aug, 123% jump YoY
Ecom platforms on government radar for compliance with GST rate cuts
FSIB recommends Ramakrishnan Chander as LIC's next managing director
Oil outlook: Supply excess, weak Asia demand to keep WTI in $61-66 range
Rajesh Agrawal takes charge as commerce secretary from October 1
RBI eases small business loan rules, expands lending scope against gold
After ethanol tender pricing setback, sugar industry hopes for review
OYO-owned Innov8 revenue jumps 58% to ₹38 crore in June quarter
Balaji Wafers' stake sale plan on hold amid weak response from PE investors
Air India, Airbus set up joint venture pilot training facility in Haryana
Toyota claws back China market share with $15,000 electric vehicle launch
*Economic Times :*
India's gold, silver imports nearly double despite record prices ahead of festivals, sources say
Corporate India’s credit quality holds steady despite US tariff shock
Allied Blenders to enter single malt whisky, expects turnover to double in 5 years
Citigroup forecasts Big Tech's AI spending to cross $2.8 trillion by 2029
Monsoon withdrawal likely to be delayed: IMD
Realty developer Conscient appoints Rishi Raj as Chief Executive Officer
Hyatt signs The Landmark Kanpur, 2nd JdV by Hyatt Hotel in India
EV firm Simple Energy plans aggressive expansion by 2029
HCC, KRCL join hands to execute largescale transport projects in India, overseas
Fintech startup Ignosis raises $4 million from PeakXV’s Surge, others
Deeptech startup EyeROV bags Rs 47 crore order from Indian Navy
*Mint :*
India’s April-August fiscal deficit rises to ₹5.98 tn, 38.1% of annual target
PSBs should consider shared technology to achieve economies of scale: RBI Dy Guv
US tariff effect: ADB trims India’s growth outlook for FY26 and FY27 to 6.5%
Govt extends export benefits under RoDTEP scheme till Mar 2026
Man Industries says no material impact of SEBI order on companys current, future ops
Blue Jet Healthcare investors await margin recovery amid rosy growth prospects
RBI issues revised liquidity management framework
IPO-bound WeWork India posts ₹14.14 cr loss in Apri-Jun, revenue rises 19pc to ₹535cr
Indian Oil faces pressure. Petchem, green energy are the big bets
Real estate tokenization makes premium property as accessible as mutual funds
Sounding the alarm: India's EVs to feature pedestrian warning system by 2026
By: via AlliesFinServe #StockMarket #Bharat Telegram.me/AlliesFin
Tuesday, 30 September 2025
AlliesFinServe #StockMarket #Bharat Telegram.me/AlliesFin's Post
.*INSTL. INVESTORS EQUITY DERIVAT. TRADES AS ON 30-09-2025 :*
*FIIS F & O : RS. CRS. :*
*TOTAL NET BUY : +13,462*
*INDEX FUT. : -2,717*
*INDEX OPT. : +15,912*
*STOCK FUT. : +654*
*STOCK OPT. : -387*
*INSTL. INVEST. EQUITY CASH PROV. TRADES AS ON : 30-09-2025 :*
*FIIS : SELL -2,327 (18,730-21,057)*
*DIIS : BUY +5,761 (16,948-11,187)*
*BSE SENSEX : -97 (80,268)*
*NSE NIFTY : -24 (24,611)*
*BSE MIDCAP. : +18 (44,916)*
*BSE SMLCAP. : 00 (52,195)*
*B. CRUDE : $ 65.87 *
*GOLD : $ 3,843=INR 1,20,300(10gr)*
*SILVER : RS. 1,50,000 (kg)*
*FOREX : RS. $ 88.78 *
*6.79% GOI '34: 6.6428%(100.9850)*
*6.33% NEW '35: 6.5770%(98.2550)*
*6.68% GOI '40: 6.8755% (98.19)*
By: via AlliesFinServe #StockMarket #Bharat Telegram.me/AlliesFin
*FIIS F & O : RS. CRS. :*
*TOTAL NET BUY : +13,462*
*INDEX FUT. : -2,717*
*INDEX OPT. : +15,912*
*STOCK FUT. : +654*
*STOCK OPT. : -387*
*INSTL. INVEST. EQUITY CASH PROV. TRADES AS ON : 30-09-2025 :*
*FIIS : SELL -2,327 (18,730-21,057)*
*DIIS : BUY +5,761 (16,948-11,187)*
*BSE SENSEX : -97 (80,268)*
*NSE NIFTY : -24 (24,611)*
*BSE MIDCAP. : +18 (44,916)*
*BSE SMLCAP. : 00 (52,195)*
*B. CRUDE : $ 65.87 *
*GOLD : $ 3,843=INR 1,20,300(10gr)*
*SILVER : RS. 1,50,000 (kg)*
*FOREX : RS. $ 88.78 *
*6.79% GOI '34: 6.6428%(100.9850)*
*6.33% NEW '35: 6.5770%(98.2550)*
*6.68% GOI '40: 6.8755% (98.19)*
By: via AlliesFinServe #StockMarket #Bharat Telegram.me/AlliesFin
AlliesFinServe #StockMarket #Bharat Telegram.me/AlliesFin's Post
https://m.economictimes.com/wealth/save/rbi-cheque-clearing-irctc-ticket-reservation-nps-equity-major-rule-changes-applicable-from-october-1-2025/articleshow/124209977.cms
By: via AlliesFinServe #StockMarket #Bharat Telegram.me/AlliesFin
By: via AlliesFinServe #StockMarket #Bharat Telegram.me/AlliesFin
AlliesFinServe #StockMarket #Bharat Telegram.me/AlliesFin's Post
NSE introduces daily expiry on GIFT Nifty wef Oct 13, 2025
GIFT Nifty is a dollar-denominated derivative contract of the Nifty 50.
Zero-day-to-expiry contracts will be introduced with effect from October 13, the NSE said.
The introduction of 0DTE (Daily Expiration) options contracts with weekly expiry having expiry day on all days of the week on the Nifty 50 Index and the same shall be available for trading at NSE IFSC Ltd with effect from October 13, 2025," a circular said on Monday.
By: via AlliesFinServe #StockMarket #Bharat Telegram.me/AlliesFin
GIFT Nifty is a dollar-denominated derivative contract of the Nifty 50.
Zero-day-to-expiry contracts will be introduced with effect from October 13, the NSE said.
The introduction of 0DTE (Daily Expiration) options contracts with weekly expiry having expiry day on all days of the week on the Nifty 50 Index and the same shall be available for trading at NSE IFSC Ltd with effect from October 13, 2025," a circular said on Monday.
By: via AlliesFinServe #StockMarket #Bharat Telegram.me/AlliesFin
Saturday, 27 September 2025
AlliesFinServe #StockMarket #Bharat Telegram.me/AlliesFin's Post
RBI’s Bold Move: No Dollar Buys in July After 11 Years
In a historic shift, the Reserve Bank of India did not purchase a single US dollar in July 2025. Instead, it sold $2.54 billion to defend the rupee, which saw its steepest monthly fall of 2.23% this year.
RBI moved from routine dollar accumulation to defensive intervention, using spot and forward markets to curb volatility.
India’s forex reserves fell by $10.87 billion, from $699.7B to $688.8B. Foreign investor outflows plays a vital role in rupee depreciating 3.65% in FY26 so far, the sharpest in two years.
RBI’s action signals a new playbook—prioritizing currency stability over reserve expansion.
By: via AlliesFinServe #StockMarket #Bharat Telegram.me/AlliesFin
In a historic shift, the Reserve Bank of India did not purchase a single US dollar in July 2025. Instead, it sold $2.54 billion to defend the rupee, which saw its steepest monthly fall of 2.23% this year.
RBI moved from routine dollar accumulation to defensive intervention, using spot and forward markets to curb volatility.
India’s forex reserves fell by $10.87 billion, from $699.7B to $688.8B. Foreign investor outflows plays a vital role in rupee depreciating 3.65% in FY26 so far, the sharpest in two years.
RBI’s action signals a new playbook—prioritizing currency stability over reserve expansion.
By: via AlliesFinServe #StockMarket #Bharat Telegram.me/AlliesFin
Friday, 26 September 2025
AlliesFinServe #StockMarket #Bharat Telegram.me/AlliesFin's Post
https://x.com/REDBOXINDIA/status/1971378054137356773?t=jr7JWQlcapq8cGcB3BHBow&s=08
*TRUMP UNLEASHES TARIFF TSUNAMI IN LAST HOUR!*
100% TARIFF ON PHARMACEUTICALS
50% TARIFF ON KITCHEN CABINETS
50% TARIFF ON BATHROOM VANITIES & RELATED PRODUCTS
30% TARIFF ON UPHOLSTERED FURNITURE
25% TARIFF ON HEAVY TRUCKS
VOWS TO SLASH INTEREST RATES TO 2%
By: via AlliesFinServe #StockMarket #Bharat Telegram.me/AlliesFin
*TRUMP UNLEASHES TARIFF TSUNAMI IN LAST HOUR!*
100% TARIFF ON PHARMACEUTICALS
50% TARIFF ON KITCHEN CABINETS
50% TARIFF ON BATHROOM VANITIES & RELATED PRODUCTS
30% TARIFF ON UPHOLSTERED FURNITURE
25% TARIFF ON HEAVY TRUCKS
VOWS TO SLASH INTEREST RATES TO 2%
By: via AlliesFinServe #StockMarket #Bharat Telegram.me/AlliesFin
Thursday, 25 September 2025
Tuesday, 23 September 2025
Thursday, 18 September 2025
AlliesFinServe #StockMarket #Bharat Telegram.me/AlliesFin's Post
.*INSTL. INVESTORS EQUITY DERIVAT. TRADES AS ON 18-09-2025 :*
*FIIS F & O : RS. CRS. :*
*TOTAL NET BUY : +12,864*
*INDEX FUT. : +1,347*
*INDEX OPT. : +10,800*
*STOCK FUT. : +222*
*STOCK OPT. : +495*
*INSTL. INVEST. EQUITY CASH PROV. TRADES AS ON : 18-09-2025 :*
*FIIS : BUY +367 (11,838-11,471)*
*DIIS : BUY +3,327 (14,451-11,124)*
*BSE SENSEX : +320 (83,014)*
*NSE NIFTY : +93 (25,423)*
*BSE MIDCAP. : +167 (46,909)*
*BSE SMLCAP. : -04 (54,533)*
*B. CRUDE : $ 68.17 *
*GOLD:$ 3,639=INR 1,13,000(10gr)*
*SILVER : RS. 1,30,000 (kg)*
*FOREX : RS. $ 88.13 *
*6.79% GOI '34: 6.5859%(101.37)*
*6.33% NEW '35: 6.5139%(98.69)*
*6.68% GOI '40: 6.8353% (98.5550)*
By: via AlliesFinServe #StockMarket #Bharat Telegram.me/AlliesFin
*FIIS F & O : RS. CRS. :*
*TOTAL NET BUY : +12,864*
*INDEX FUT. : +1,347*
*INDEX OPT. : +10,800*
*STOCK FUT. : +222*
*STOCK OPT. : +495*
*INSTL. INVEST. EQUITY CASH PROV. TRADES AS ON : 18-09-2025 :*
*FIIS : BUY +367 (11,838-11,471)*
*DIIS : BUY +3,327 (14,451-11,124)*
*BSE SENSEX : +320 (83,014)*
*NSE NIFTY : +93 (25,423)*
*BSE MIDCAP. : +167 (46,909)*
*BSE SMLCAP. : -04 (54,533)*
*B. CRUDE : $ 68.17 *
*GOLD:$ 3,639=INR 1,13,000(10gr)*
*SILVER : RS. 1,30,000 (kg)*
*FOREX : RS. $ 88.13 *
*6.79% GOI '34: 6.5859%(101.37)*
*6.33% NEW '35: 6.5139%(98.69)*
*6.68% GOI '40: 6.8353% (98.5550)*
By: via AlliesFinServe #StockMarket #Bharat Telegram.me/AlliesFin
Wednesday, 17 September 2025
AlliesFinServe #StockMarket #Bharat Telegram.me/AlliesFin's Post
India Daybook – Stocks in News
*SJS Enterprises:* Company signed an agreement with Hong Kong’s BOE Varitronix to collaborate for manufacture of automotive displays in India. (Positive)
*Premier Explosives:* Telangana Pollution Control board revokes closure order for the company’s factory in Telangana (Positive)
*NLC India:* Company received a Letter of Intent from the Govt. of Chhattisgarh for Semhardih Phosphorite & Limestone Block & Raipura Phosphorite & Limestone Block (Positive)
*RAILTEL:* Company bags ₹105.7 crore order for smart classrooms in Bihar. (Positive)
*Great Eastern Shipping:* Company Contracts to Sell 2005-Built Suezmax Crude Tanker ‘Jag Lok’; Delivery by Q3 FY26. (Positive)
*Krystal Integrated Services:* Company has secured Rs 168 Cr sanitation services contract from the Director of Medical Education (DME), Andhra Pradesh. (Positive)
*SJS Enterprises:* Company signed MoU with Hong Kong’s BOE Varitronix (BOEVX) to collaborate on automotive display manufacturing in India. (Positive)
*Apollo Tyres:* Company announced as lead sponsor of Team Indian Cricket. (Positive)
*Quality Power:* Company received Rs 11.5 crore order for the supply of reactors for STATCOM project. (Positive)
*Globe Civil:* Company received a letter of intent for the project worth Rs 13.1 crore for construction of sports complex at NIT Delhi. (Positive)
*Vedanta:* Vedanta Resources CEO Deshnee Naidoo on Tuesday exuded optimism that the demerger of its Indian arm Vedanta will be completed in the current financial year (Positive)
*Suzlon:* Company has secured an 838 MW order from Tata Power Renewable Energy (Positive)
*SpiceJet:* Company has inked lease agreements for inducting eight more Boeing 737 aircraft ahead of the winter schedule. (Positive)
*Avantel:* Company Secures Rs 9.92 Crore Purchase Order from Garden Reach Shipbuilders for Supply of Satcom Products, Execution by June 2026. (Positive)
*IXIGO:* Company Partners With Cred to Power Flight Bookings for the Newly Launched Cred Indusind Bank Rupay Credit Card – PTI. (Positive)
*Mahindra Lifespaces:* Company to Redevelop Two Housing Societies In Chembur, Mumbai With A Combined Development Potential Of Rs 1,700 Cr. (Positive)
*Bharat Electronics:* Company Secures Additional Orders worth Rs. 712 Crore. (Positive)
*Ashapura Minechem:* Company’s Overseas Subsidiary Signs Long-Term Strategic Cooperation Agreement with China Railway to Jointly Develop Boffa Bauxite Deposit in Guinea (Positive)
*Coal India:* Company Declared Preferred Bidder by Ministry Of Mines for Ontillu–Chandragiri Rare Earth Element (REE) Exploration Block (Positive)
*Dr Reddy’s:* Company launches new acidity drug tegoprazan in India. (Positive)
*Jindal Steel:* Company to enter into discussions with Thyssenkrupp AG to acquire its steel segment Thyssenkrupp Steel Europe. (Neutral)
*IndiGo:* Company announces Mumbai-Copenhagen flights starting October 8 (Neutral)
*RDB Real:* Company Incorporates Associate Company ‘Naar Projects Pvt Ltd’ With 26% Stake. (Neutral)
*BPL:* Deposits Rs 96 Crore with Supreme Court Under Protest in Ongoing Creditor Dispute, Compliance Made within Deadline of September 19 (Neutral)
*Blue Dart:* Company Subsidiary Receives Rs 420 Crore GST Demand Show-Cause Notice from Commissioner of GST & Central Excise, Company Assessing Impact. (Neutral)
*MBL Infrastructure:* Company Secures NCLT Approval for Rs 9.11 Crore Resolution Plan of MBL (MP) Toll Road Company. (Neutral)
*Piramal Enterprises:* Company completes merger with Piramal Finance after NCLT's approval, effective September 16. (Neutral)
*HPCL:* Nayara Energy Is Supplying Gasoline, Gasoil to Company India GOVT Source (Neutral)
*Shanthi Gears Ltd:* ICRA has reaffirmed the long-term rating at [ICRA]AA(Stable) & short-term rating at [ICRA]A1+ for its cash credit, interchangeable, bank fund-based, & non-fund-based limits. (Neutral)
*Jyothy Labs:* Company announced that CARE Ratings reaffirmed the 'CARE AA; Stable' rating for its long-term bank facilities, (Neutral)
By: via AlliesFinServe #StockMarket #Bharat Telegram.me/AlliesFin
*SJS Enterprises:* Company signed an agreement with Hong Kong’s BOE Varitronix to collaborate for manufacture of automotive displays in India. (Positive)
*Premier Explosives:* Telangana Pollution Control board revokes closure order for the company’s factory in Telangana (Positive)
*NLC India:* Company received a Letter of Intent from the Govt. of Chhattisgarh for Semhardih Phosphorite & Limestone Block & Raipura Phosphorite & Limestone Block (Positive)
*RAILTEL:* Company bags ₹105.7 crore order for smart classrooms in Bihar. (Positive)
*Great Eastern Shipping:* Company Contracts to Sell 2005-Built Suezmax Crude Tanker ‘Jag Lok’; Delivery by Q3 FY26. (Positive)
*Krystal Integrated Services:* Company has secured Rs 168 Cr sanitation services contract from the Director of Medical Education (DME), Andhra Pradesh. (Positive)
*SJS Enterprises:* Company signed MoU with Hong Kong’s BOE Varitronix (BOEVX) to collaborate on automotive display manufacturing in India. (Positive)
*Apollo Tyres:* Company announced as lead sponsor of Team Indian Cricket. (Positive)
*Quality Power:* Company received Rs 11.5 crore order for the supply of reactors for STATCOM project. (Positive)
*Globe Civil:* Company received a letter of intent for the project worth Rs 13.1 crore for construction of sports complex at NIT Delhi. (Positive)
*Vedanta:* Vedanta Resources CEO Deshnee Naidoo on Tuesday exuded optimism that the demerger of its Indian arm Vedanta will be completed in the current financial year (Positive)
*Suzlon:* Company has secured an 838 MW order from Tata Power Renewable Energy (Positive)
*SpiceJet:* Company has inked lease agreements for inducting eight more Boeing 737 aircraft ahead of the winter schedule. (Positive)
*Avantel:* Company Secures Rs 9.92 Crore Purchase Order from Garden Reach Shipbuilders for Supply of Satcom Products, Execution by June 2026. (Positive)
*IXIGO:* Company Partners With Cred to Power Flight Bookings for the Newly Launched Cred Indusind Bank Rupay Credit Card – PTI. (Positive)
*Mahindra Lifespaces:* Company to Redevelop Two Housing Societies In Chembur, Mumbai With A Combined Development Potential Of Rs 1,700 Cr. (Positive)
*Bharat Electronics:* Company Secures Additional Orders worth Rs. 712 Crore. (Positive)
*Ashapura Minechem:* Company’s Overseas Subsidiary Signs Long-Term Strategic Cooperation Agreement with China Railway to Jointly Develop Boffa Bauxite Deposit in Guinea (Positive)
*Coal India:* Company Declared Preferred Bidder by Ministry Of Mines for Ontillu–Chandragiri Rare Earth Element (REE) Exploration Block (Positive)
*Dr Reddy’s:* Company launches new acidity drug tegoprazan in India. (Positive)
*Jindal Steel:* Company to enter into discussions with Thyssenkrupp AG to acquire its steel segment Thyssenkrupp Steel Europe. (Neutral)
*IndiGo:* Company announces Mumbai-Copenhagen flights starting October 8 (Neutral)
*RDB Real:* Company Incorporates Associate Company ‘Naar Projects Pvt Ltd’ With 26% Stake. (Neutral)
*BPL:* Deposits Rs 96 Crore with Supreme Court Under Protest in Ongoing Creditor Dispute, Compliance Made within Deadline of September 19 (Neutral)
*Blue Dart:* Company Subsidiary Receives Rs 420 Crore GST Demand Show-Cause Notice from Commissioner of GST & Central Excise, Company Assessing Impact. (Neutral)
*MBL Infrastructure:* Company Secures NCLT Approval for Rs 9.11 Crore Resolution Plan of MBL (MP) Toll Road Company. (Neutral)
*Piramal Enterprises:* Company completes merger with Piramal Finance after NCLT's approval, effective September 16. (Neutral)
*HPCL:* Nayara Energy Is Supplying Gasoline, Gasoil to Company India GOVT Source (Neutral)
*Shanthi Gears Ltd:* ICRA has reaffirmed the long-term rating at [ICRA]AA(Stable) & short-term rating at [ICRA]A1+ for its cash credit, interchangeable, bank fund-based, & non-fund-based limits. (Neutral)
*Jyothy Labs:* Company announced that CARE Ratings reaffirmed the 'CARE AA; Stable' rating for its long-term bank facilities, (Neutral)
By: via AlliesFinServe #StockMarket #Bharat Telegram.me/AlliesFin
AlliesFinServe #StockMarket #Bharat Telegram.me/AlliesFin's Post
*News Headlines from Business News Agencies :*
*Business Standard :*
TCS announces deal with ARN Media to modernise technology, business ops
Silver imports likely to gain momentum from strong investment demand
India's luxury housing boom fuels demand for premium home products
Bombay HC quashes Maharashtra bid to recover ₹374 cr from Bajaj Allianz
Simple Energy makes India's first heavy rare-earth free EV motors
Retail investors hit brakes on direct investing as net flows slump 90%
Group of Ministers discusses debt restructuring scheme for power discoms
Vedanta CEO warns US tariffs risk slowing global energy transition
Govt to set up textile, apparel parks Sant Kabir's name: UP CM Adityanath
Ola Electric hits 1 mn production mark, launches special edition RoadsterX+
EcoSoul Home secures $20 mn in funding from Accel, Bajaj Financial, others
*Economic Times :*
Renault Group appoints Vikraman V, Sandeep Bhambra in leadership roles
SAIL draws plans for green push alongside diversification plans
Tata Sons chairman calls for collaboration in India’s defence sector
Novo Nordisk to test weight-loss drugs in broader range of obesity-linked conditions
Apollo Tyres wins Team India jersey sponsorship rights with ₹579 crore bid
Tata Consumer Products planning premiumisation of portfolio to drive growth in tea business
SMFG India Credit and PhonePe partner to launch loans for micro-merchants
Ola, Uber, Rapido get provisional licences for bike taxi services in Mumbai
Baroda BNP Paribas Mutual Fund announces merger of its two debt funds
Domestic tyre industry revenue likely to grow 12-fold by 2047: Report
Ford to cut up 1,000 jobs at Germany's Cologne e-car plant
*Mint :*
Cyient Semiconductors & Anora Partner to expand turnkey test & validation solutions
Commerce ministry tells retailers to highlight discounts from GST rate cuts
Euro Pratik Sales IPO subscribed 0.46x on Day 1; NII portion fully subscribed
US bank Truist plans GCC in Hyderabad, Infosys likely to bid
Policybazaar for Business strengthens its advisory board
Chinese curbs stall Indian firms’ EV battery-making push
Unilever appoints Indian-origin Srinivas Phatak as new CFO
Pine Labs, Orkla India and 4 others receive Sebi nod to launch public offers
Mother Dairy reduces prices: UHT Milk gets
cheaper by ₹2 after GST cut
Westbridge bets big on KPN Farm Fresh with over ₹600 crore investment
J&K CM rules out electricity privatisation, pledges reforms in sector
By: via AlliesFinServe #StockMarket #Bharat Telegram.me/AlliesFin
*Business Standard :*
TCS announces deal with ARN Media to modernise technology, business ops
Silver imports likely to gain momentum from strong investment demand
India's luxury housing boom fuels demand for premium home products
Bombay HC quashes Maharashtra bid to recover ₹374 cr from Bajaj Allianz
Simple Energy makes India's first heavy rare-earth free EV motors
Retail investors hit brakes on direct investing as net flows slump 90%
Group of Ministers discusses debt restructuring scheme for power discoms
Vedanta CEO warns US tariffs risk slowing global energy transition
Govt to set up textile, apparel parks Sant Kabir's name: UP CM Adityanath
Ola Electric hits 1 mn production mark, launches special edition RoadsterX+
EcoSoul Home secures $20 mn in funding from Accel, Bajaj Financial, others
*Economic Times :*
Renault Group appoints Vikraman V, Sandeep Bhambra in leadership roles
SAIL draws plans for green push alongside diversification plans
Tata Sons chairman calls for collaboration in India’s defence sector
Novo Nordisk to test weight-loss drugs in broader range of obesity-linked conditions
Apollo Tyres wins Team India jersey sponsorship rights with ₹579 crore bid
Tata Consumer Products planning premiumisation of portfolio to drive growth in tea business
SMFG India Credit and PhonePe partner to launch loans for micro-merchants
Ola, Uber, Rapido get provisional licences for bike taxi services in Mumbai
Baroda BNP Paribas Mutual Fund announces merger of its two debt funds
Domestic tyre industry revenue likely to grow 12-fold by 2047: Report
Ford to cut up 1,000 jobs at Germany's Cologne e-car plant
*Mint :*
Cyient Semiconductors & Anora Partner to expand turnkey test & validation solutions
Commerce ministry tells retailers to highlight discounts from GST rate cuts
Euro Pratik Sales IPO subscribed 0.46x on Day 1; NII portion fully subscribed
US bank Truist plans GCC in Hyderabad, Infosys likely to bid
Policybazaar for Business strengthens its advisory board
Chinese curbs stall Indian firms’ EV battery-making push
Unilever appoints Indian-origin Srinivas Phatak as new CFO
Pine Labs, Orkla India and 4 others receive Sebi nod to launch public offers
Mother Dairy reduces prices: UHT Milk gets
cheaper by ₹2 after GST cut
Westbridge bets big on KPN Farm Fresh with over ₹600 crore investment
J&K CM rules out electricity privatisation, pledges reforms in sector
By: via AlliesFinServe #StockMarket #Bharat Telegram.me/AlliesFin
Tuesday, 16 September 2025
AlliesFinServe #StockMarket #Bharat Telegram.me/AlliesFin's Post
India Daybook Stocks in News
*Insolation Energy:* Company Secures Order Valued At ₹140 Crores (Positive)
*JBM Auto:* ECOLIFE Mobility gets $100 million capital investment from IFC to scale up deployment of e-buses. (Positive)
*Oil India:* Company to set up renewable energy JV with Rajasthan Rajya Vidyut Utpadan (Positive)
*Infosys:* Company has announced a 10-year strategic alliance with HanesBrands Inc. to enhance digital, business apps & data landscape. (Positive)
*NBCC:* Company signs MoU with RIICO for projects valued at ₹3,700 Cr. (Positive)
*Consolidated Construction:* Company Bags Rs 1.80 billion Orders (Positive)
*Travel Foods:* Company awarded license by Cochin Airport (CIAL) to operate 12 units: 11 Travel QSR outlets + 1 lounge in Domestic Terminal (T1). (Positive)
*Bharat Forge:* Company and Windracers have entered into a strategic Memorandum of Understanding (MoU) at DSEI UK 2025. (Positive)
*JSW Energy:* Company commissioned 317 MW renewable Energy capacity in August (Positive)
*HFCL:* Company announced approval for land allotment by the Andhra Pradesh govt for defence manufacturing facilities. (Positive)
*Repono:* Company expands its chemical sector presence with a multi-year contract from Deepak Phenolics Limited. (Positive)
*Lodha Developers:* Company signed MoU with Maharashtra govt for a ₹30,000 Cr Green Integrated Data Centre Park in Palava. (Positive)
*Ashok Leyland:* Company’s MD sees CV sales crossing pre-pandemic peak in FY26 (Positive)
*GMR Power:* Company’s subsidiary GEKL secured favorable Supreme Court ruling on coal allocation. (Positive)
*Rajratan Global Wire:* Kishan Gopal Mohta bought 2.84 lakh shares at Rs. 341.56 per share (Positive)
*NLC India:* Company signs MoU with Khanij Bidesh India to develop critical & strategic mineral projects (Positive)
*Prostram:* Company received Letter of Intent from Director General of Police, Maharashtra for supply, installation, commissioning & maintenance of CCTNS IT infrastructure (Positive)
*Sterlite Technologies:* Ankit Agarwal acquired 3.4 lakh shares. (Positive)
*Sattva Engineering:* Company gets an award of contract for Rs 125 crore order from Chennai Metropolitan Water Supply & Sewerage Board. (Positive)
*Cohance:* USFDA has completed a general current good manufacturing practices audit with Zero observations (Positive)
*Crompton Greaves:* Company has launched a new B2C lighting product named "Laser Ray DMaxx 60W Batten." (Positive)
*NIIT Learning:* Company has been named one of the Top 20 Experiential Learning Technologies Companies for 2025 by Training Industry, Inc. (Positive)
*Aptech:* Company secures ₹2.8 Crore Govt Contract for Exam Services. (Neutral)
*JSW Infrastructure:* Company Acquires Brownfield Rail Siding At Kudathini, Ballari, Karnataka For Rs 57 Crore Through Wholly Owned Subsidiary. (Neutral)
*Piramal Enterprises:* NCLT Mumbai Approves Composite Scheme of Arrangement with Piramal Finance (Neutral)
*Sapphire Foods:* Company received a demand order from Superintendent, Central GST & Central Excise, Raipur, Chhattisgarh. The order, dated Sept 10, 2025, involves Rs 1.01 million. (Neutral)
*Arnold Holdings:* Company announced the re-appointment of Mr. Murari Mallawat as a Whole Time Director for 5 years, effective Sept 28, 2025. (Neutral)
*Shree Cem:* CARE Ratings has reaffirmed the credit rating for its Commercial Paper. The rating for ₹500 Cr has been maintained at CARE A1+. (Neutral)
*Agribio Spirits:* Company acquires 100% of Solkit Distillery and Brewery (SDBPL) for Rs 13 Cr via equity shares. (Neutral)
*India Glycols:* Shri Uttaran Das, Plant Head - Dehradun, resigned, effective Sept 10, 2025. (Neutral)
*Jio Fin:* Jio BlackRock MF to launch first active equity scheme FlexiCap Fund, hints at more in pipeline: Report (Neutral)
*Marico:* Company to acquire 46% remaining stake in HW Wellness for ₹138 Cr. (Neutral)
*M&M:* Company is set to acquire full stakes in Mahindra & Mahindra Contech & PSL Media via wholly owned subsidiary Mahindra Holdings Ltd (MHL).. (Neutral)
By: via AlliesFinServe #StockMarket #Bharat Telegram.me/AlliesFin
*Insolation Energy:* Company Secures Order Valued At ₹140 Crores (Positive)
*JBM Auto:* ECOLIFE Mobility gets $100 million capital investment from IFC to scale up deployment of e-buses. (Positive)
*Oil India:* Company to set up renewable energy JV with Rajasthan Rajya Vidyut Utpadan (Positive)
*Infosys:* Company has announced a 10-year strategic alliance with HanesBrands Inc. to enhance digital, business apps & data landscape. (Positive)
*NBCC:* Company signs MoU with RIICO for projects valued at ₹3,700 Cr. (Positive)
*Consolidated Construction:* Company Bags Rs 1.80 billion Orders (Positive)
*Travel Foods:* Company awarded license by Cochin Airport (CIAL) to operate 12 units: 11 Travel QSR outlets + 1 lounge in Domestic Terminal (T1). (Positive)
*Bharat Forge:* Company and Windracers have entered into a strategic Memorandum of Understanding (MoU) at DSEI UK 2025. (Positive)
*JSW Energy:* Company commissioned 317 MW renewable Energy capacity in August (Positive)
*HFCL:* Company announced approval for land allotment by the Andhra Pradesh govt for defence manufacturing facilities. (Positive)
*Repono:* Company expands its chemical sector presence with a multi-year contract from Deepak Phenolics Limited. (Positive)
*Lodha Developers:* Company signed MoU with Maharashtra govt for a ₹30,000 Cr Green Integrated Data Centre Park in Palava. (Positive)
*Ashok Leyland:* Company’s MD sees CV sales crossing pre-pandemic peak in FY26 (Positive)
*GMR Power:* Company’s subsidiary GEKL secured favorable Supreme Court ruling on coal allocation. (Positive)
*Rajratan Global Wire:* Kishan Gopal Mohta bought 2.84 lakh shares at Rs. 341.56 per share (Positive)
*NLC India:* Company signs MoU with Khanij Bidesh India to develop critical & strategic mineral projects (Positive)
*Prostram:* Company received Letter of Intent from Director General of Police, Maharashtra for supply, installation, commissioning & maintenance of CCTNS IT infrastructure (Positive)
*Sterlite Technologies:* Ankit Agarwal acquired 3.4 lakh shares. (Positive)
*Sattva Engineering:* Company gets an award of contract for Rs 125 crore order from Chennai Metropolitan Water Supply & Sewerage Board. (Positive)
*Cohance:* USFDA has completed a general current good manufacturing practices audit with Zero observations (Positive)
*Crompton Greaves:* Company has launched a new B2C lighting product named "Laser Ray DMaxx 60W Batten." (Positive)
*NIIT Learning:* Company has been named one of the Top 20 Experiential Learning Technologies Companies for 2025 by Training Industry, Inc. (Positive)
*Aptech:* Company secures ₹2.8 Crore Govt Contract for Exam Services. (Neutral)
*JSW Infrastructure:* Company Acquires Brownfield Rail Siding At Kudathini, Ballari, Karnataka For Rs 57 Crore Through Wholly Owned Subsidiary. (Neutral)
*Piramal Enterprises:* NCLT Mumbai Approves Composite Scheme of Arrangement with Piramal Finance (Neutral)
*Sapphire Foods:* Company received a demand order from Superintendent, Central GST & Central Excise, Raipur, Chhattisgarh. The order, dated Sept 10, 2025, involves Rs 1.01 million. (Neutral)
*Arnold Holdings:* Company announced the re-appointment of Mr. Murari Mallawat as a Whole Time Director for 5 years, effective Sept 28, 2025. (Neutral)
*Shree Cem:* CARE Ratings has reaffirmed the credit rating for its Commercial Paper. The rating for ₹500 Cr has been maintained at CARE A1+. (Neutral)
*Agribio Spirits:* Company acquires 100% of Solkit Distillery and Brewery (SDBPL) for Rs 13 Cr via equity shares. (Neutral)
*India Glycols:* Shri Uttaran Das, Plant Head - Dehradun, resigned, effective Sept 10, 2025. (Neutral)
*Jio Fin:* Jio BlackRock MF to launch first active equity scheme FlexiCap Fund, hints at more in pipeline: Report (Neutral)
*Marico:* Company to acquire 46% remaining stake in HW Wellness for ₹138 Cr. (Neutral)
*M&M:* Company is set to acquire full stakes in Mahindra & Mahindra Contech & PSL Media via wholly owned subsidiary Mahindra Holdings Ltd (MHL).. (Neutral)
By: via AlliesFinServe #StockMarket #Bharat Telegram.me/AlliesFin
Friday, 12 September 2025
AlliesFinServe #StockMarket #Bharat Telegram.me/AlliesFin's Post
*News Headlines from Business News Agencies :*
*Business Standard :*
Indian banks' dividend pay-outs likely to decline 4.2% in FY26: S&P
E20 petrol is safe but can lower mileage, acceleration: Mahindra Auto CEO
TCS launches chiplet-based services to boost semiconductor innovation
India, ADB sign $126 mn loan deal to boost tourism in Uttarakhand
PV sales may grow 7% by FY27 on GST cut boost, says Maruti Suzuki
A green industrial policy for CBAM key to securing India-EU FTA benefits
Real estate gets $80 bn institutional investments since 2010: Report
Skoda to focus on India to drive growth, avoid over-reliance on Europe: CEO
Bangladesh buys more power from India, lifts fuel oil use as demand rises
DGTR for anti-dumping duty on glass fibre imports from China,Thailand
Pharma, medtech bodies seek 3-month transition and GST refund reforms
Indian court rejects Asian Paints' plea to stop antitrust probe: Report
Ashok Leyland MD sees CV sales crossing pre-pandemic peak in FY26
*Economic Times :*
Rising food bills worry 63% of Indians, driving bulk buys and discount hunting: PwC
JBM Ecolife secures USD 100 mn investment from IFC
India’s real estate sector poised for multi-decade growth, set to touch $10 trillion by 2047: CREDAI-Colliers report
Centurion REIT eyes $1.18 billion valuation, raising $771.1 million in Singapore IPO
Aimtron Group sets up Rs 100-crore subsidiary in Gujarat to boost mechatronics business
IREDA raises Rs 453 crore via perpetual bonds
JPMorgan to ramp up corporate banking hiring in Asia Pacific growth push
Foundation for inclusive growth, consumption-led economy laid with GST cut: Hyundai Motor India MD
Cupid announces strategic investment in fragrance brand Mansam
Kalpataru Projects International bags orders worth Rs 2,720 crore
India's coking coal demand to surge to 135mt by 2030
Maharashtra government signs MoUs worth Rs 1.08 lakh crore; move will create 47k direct jobs, says CM
*Mint :*
Indian hospitals to raise digital spending by 25% in next 3 yrs: CII-EY survey
Amazon Pay and ICICI Bank renew partnership to enhance co-branded credit card
Inox Clean arm to acquire 640 MW hybrid power portfolio of Evergreen Group
ISMA reaffirms sugar production estimate of 349 lakh tons for 2025-26 season after crop review
RBI may allow banks to lock phones bought on credit if buyer defaults: Report
Sebi board likely to meet on Friday to consider regulatory reforms
Tata Capital IPO: Tata group firm's $2 billion public offer likely in October
Nuvoco bets on expansion to fuel growth, but has little room for error
NMDC: Riding the wave of rising global prices and strong domestic steel demand
Gautam Thakar steps down as CEO of Prosus’ global edtech practice
DHL, Maersk tap India tech centres, AI to beat tariff shocks
By: via AlliesFinServe #StockMarket #Bharat Telegram.me/AlliesFin
*Business Standard :*
Indian banks' dividend pay-outs likely to decline 4.2% in FY26: S&P
E20 petrol is safe but can lower mileage, acceleration: Mahindra Auto CEO
TCS launches chiplet-based services to boost semiconductor innovation
India, ADB sign $126 mn loan deal to boost tourism in Uttarakhand
PV sales may grow 7% by FY27 on GST cut boost, says Maruti Suzuki
A green industrial policy for CBAM key to securing India-EU FTA benefits
Real estate gets $80 bn institutional investments since 2010: Report
Skoda to focus on India to drive growth, avoid over-reliance on Europe: CEO
Bangladesh buys more power from India, lifts fuel oil use as demand rises
DGTR for anti-dumping duty on glass fibre imports from China,Thailand
Pharma, medtech bodies seek 3-month transition and GST refund reforms
Indian court rejects Asian Paints' plea to stop antitrust probe: Report
Ashok Leyland MD sees CV sales crossing pre-pandemic peak in FY26
*Economic Times :*
Rising food bills worry 63% of Indians, driving bulk buys and discount hunting: PwC
JBM Ecolife secures USD 100 mn investment from IFC
India’s real estate sector poised for multi-decade growth, set to touch $10 trillion by 2047: CREDAI-Colliers report
Centurion REIT eyes $1.18 billion valuation, raising $771.1 million in Singapore IPO
Aimtron Group sets up Rs 100-crore subsidiary in Gujarat to boost mechatronics business
IREDA raises Rs 453 crore via perpetual bonds
JPMorgan to ramp up corporate banking hiring in Asia Pacific growth push
Foundation for inclusive growth, consumption-led economy laid with GST cut: Hyundai Motor India MD
Cupid announces strategic investment in fragrance brand Mansam
Kalpataru Projects International bags orders worth Rs 2,720 crore
India's coking coal demand to surge to 135mt by 2030
Maharashtra government signs MoUs worth Rs 1.08 lakh crore; move will create 47k direct jobs, says CM
*Mint :*
Indian hospitals to raise digital spending by 25% in next 3 yrs: CII-EY survey
Amazon Pay and ICICI Bank renew partnership to enhance co-branded credit card
Inox Clean arm to acquire 640 MW hybrid power portfolio of Evergreen Group
ISMA reaffirms sugar production estimate of 349 lakh tons for 2025-26 season after crop review
RBI may allow banks to lock phones bought on credit if buyer defaults: Report
Sebi board likely to meet on Friday to consider regulatory reforms
Tata Capital IPO: Tata group firm's $2 billion public offer likely in October
Nuvoco bets on expansion to fuel growth, but has little room for error
NMDC: Riding the wave of rising global prices and strong domestic steel demand
Gautam Thakar steps down as CEO of Prosus’ global edtech practice
DHL, Maersk tap India tech centres, AI to beat tariff shocks
By: via AlliesFinServe #StockMarket #Bharat Telegram.me/AlliesFin
Thursday, 11 September 2025
AlliesFinServe #StockMarket #Bharat Telegram.me/AlliesFin's Post
PRANAM,
INDICES
MONTHLY
SUPPORTS
AND
RESISTANCE
LEVELS
FOR THE MONTH OF SEPTEMBER 2025
TELEGRAM AAPKA SAARTHi @STOCKARTHi
NIFTY SPOT 24734
SUPPORTS 21721 23023 24222
RESISTANCES 25222 26444 27777
BANK NIFTY SPOT 54075
SUPPORTS 49555 51555 53453
RESISTANCES 54654 56555 58555
TRADERS \ INVESTORS CAN REFER THIS LEVELS FOR FULL MONTH.
UPDATES ARE FOR LEARNINGS, EDUCATIONAL AND MOTIVATIONAL PURPOSE ONLY.
LIKE SHARE SAVE
LINK TO THIS LEVELS.
https://telegram.me/STOCKARTHi
By: via AlliesFinServe #StockMarket #Bharat Telegram.me/AlliesFin
INDICES
MONTHLY
SUPPORTS
AND
RESISTANCE
LEVELS
FOR THE MONTH OF SEPTEMBER 2025
TELEGRAM AAPKA SAARTHi @STOCKARTHi
NIFTY SPOT 24734
SUPPORTS 21721 23023 24222
RESISTANCES 25222 26444 27777
BANK NIFTY SPOT 54075
SUPPORTS 49555 51555 53453
RESISTANCES 54654 56555 58555
TRADERS \ INVESTORS CAN REFER THIS LEVELS FOR FULL MONTH.
UPDATES ARE FOR LEARNINGS, EDUCATIONAL AND MOTIVATIONAL PURPOSE ONLY.
LIKE SHARE SAVE
LINK TO THIS LEVELS.
https://telegram.me/STOCKARTHi
By: via AlliesFinServe #StockMarket #Bharat Telegram.me/AlliesFin
AlliesFinServe #StockMarket #Bharat Telegram.me/AlliesFin's Post
India Daybook Stocks in News
T.me/AlliesFin
Highway Infrastructure: Company Signs Rs. 69.78 Crore Contract With NHAI to Operate Muzaina Hetim Toll Plaza in Uttar Pradesh (Positive)
Shyam Metalics: Company has started production of crash barriers at its Giridih facility with 24,000 MTPA capacity. (Positive)
Shipping Corporation: Company Has Taken Delivery of A Secondhand Very Large Gas Carrier (VLGC) Named "Shivalik" With 54,534 Mt Dwt Capacity (Positive)
GOCL Corporation: IDL Explosives Ltd has been informed by Coal India that the ban period has been reduced from 2 years to 1 year following Hon’ble High Court of Calcutta's guidelines. (Positive)
Tega Industries: Company intends to acquire Molycop in consortium with Apollo Funds at an enterprise value of $1.5 billion. (Positive)
Clinitech Laboratory: Company entered into a Service Agreement with QB Health Technologies Pvt Ltd. (Positive)
GMR Airports: Fitch Revises Outlook on GMR Hyderabad International Airport to Positive; Affirms At 'BB+'. (Positive)
Rainbow Children’s Medicare: Company inaugurated a new ~100-bed spoke hospital in Rajahmundry, Andhra Pradesh (Positive)
Rajoo Engineers: Company Signs Definitive Agreement for Strategic Acquisition to Drive Inorganic Growth (Positive)
ITC: Aashirvaad Launches Atta with High Protein – Just 3 Rotis Fulfill ~25% of Daily Protein Requirement – PTI. (Positive)
Premier Explosives: Company Receives Rs 78.3 million Order from Ministry of Defence. (Positive)
Zodiac Energy: Company commissioned 2 solar power plants of 1.57 MWp & 1.23 MWp capacity at Dalisana, Kheralu, Mehsana, Gujarat (Positive)
Mazagon Dock: Company updates that negotiations between the company and the Indian Navy have commenced regarding the Submarine Project-P75(I). (Positive)
Lupin: Company gets US FDA approval for Risperidone Long-Acting Injectable (Positive)
63 Moons: Company’s Subsidiary 63sats Cybertech raises Rs 180 Crore via Private Placement of Equity Shares (Positive)
RVNL: Company emerges as the lowest bidder for a project worth ₹169.5 Cr from West Central Railway (Positive)
Afcom Holdings: Company entered an Interline Traffic Agreement with Flydubai, a UAE-based corporation, for a worldwide network covering various destinations. (Positive)
Biocon: Company inaugurated its 1st U.S. manufacturing facility in Cranbury, New Jersey, through its wholly owned subsidiary, Biocon Generics (Positive)
Tata Communications: Cisco, Company Collaborate To Usher In Next Era of ESIM and Iot Connectivity. (Positive)
Gujarat Gas: The Ministry of Corporate Affairs has approved a composite scheme of arrangement and amalgamation involving GSPC, Gujarat State Petronet, GSPC Energy, and Gujarat Gas. (Positive)
Healthy Life Agritec: Company plans to raise funds through a rights issue of equity shares. (Neutral)
Wardwizard Innovations: Company Approves Rights Issue Size 44.3m Shares For Rs 487.5 million. (Neutral)
Keystone Realtors: Company Board Approves Fundraising of Rs 375 Crore via Issue of Secured Redeemable NCDS on Private Placement Basis (Neutral)
Adani Ports: Company through its subsidiary Mandhata Build Estate, has completed the acquisition of a 100% stake in Dependencia Logistics for a cash consideration of Rs 37.77 crore. (Neutral)
Gopal Snacks: Company Advised to Pay Rs 79.7 million for GST Liability. (Neutral)
Torrent Pharma: Company to Acquire 26% Stake in Torrent Urja 27 Pvt Ltd for Captive Hybrid (Solar + Wind) Power Project in Gujarat (Neutral)
Reliance Industries: Company Incorporates Wholly Owned Subsidiary Reliance Intelligence Limited (Neutral)
ACME Solar: Company Clarifies On Media Report No Revocation of Project Grid Connectivity. (Neutral)
Tata Motors: JLR Some Data Has Been Affected In Cyber Incident and Are Informing Relevant Regulators – Website. (Neutral)
Bank Of Baroda: Bank cuts overnight MCLR rates by 10 basis points from 7.95% to 7.85% w.e.f September 12, 2025. (Neutral)
Shah Alloys Ltd: Company announced the resignation of Whole-time Director, Mr. Prakashkumar R. Patel. (Neutral)
By: via AlliesFinServe #StockMarket #Bharat Telegram.me/AlliesFin
T.me/AlliesFin
Highway Infrastructure: Company Signs Rs. 69.78 Crore Contract With NHAI to Operate Muzaina Hetim Toll Plaza in Uttar Pradesh (Positive)
Shyam Metalics: Company has started production of crash barriers at its Giridih facility with 24,000 MTPA capacity. (Positive)
Shipping Corporation: Company Has Taken Delivery of A Secondhand Very Large Gas Carrier (VLGC) Named "Shivalik" With 54,534 Mt Dwt Capacity (Positive)
GOCL Corporation: IDL Explosives Ltd has been informed by Coal India that the ban period has been reduced from 2 years to 1 year following Hon’ble High Court of Calcutta's guidelines. (Positive)
Tega Industries: Company intends to acquire Molycop in consortium with Apollo Funds at an enterprise value of $1.5 billion. (Positive)
Clinitech Laboratory: Company entered into a Service Agreement with QB Health Technologies Pvt Ltd. (Positive)
GMR Airports: Fitch Revises Outlook on GMR Hyderabad International Airport to Positive; Affirms At 'BB+'. (Positive)
Rainbow Children’s Medicare: Company inaugurated a new ~100-bed spoke hospital in Rajahmundry, Andhra Pradesh (Positive)
Rajoo Engineers: Company Signs Definitive Agreement for Strategic Acquisition to Drive Inorganic Growth (Positive)
ITC: Aashirvaad Launches Atta with High Protein – Just 3 Rotis Fulfill ~25% of Daily Protein Requirement – PTI. (Positive)
Premier Explosives: Company Receives Rs 78.3 million Order from Ministry of Defence. (Positive)
Zodiac Energy: Company commissioned 2 solar power plants of 1.57 MWp & 1.23 MWp capacity at Dalisana, Kheralu, Mehsana, Gujarat (Positive)
Mazagon Dock: Company updates that negotiations between the company and the Indian Navy have commenced regarding the Submarine Project-P75(I). (Positive)
Lupin: Company gets US FDA approval for Risperidone Long-Acting Injectable (Positive)
63 Moons: Company’s Subsidiary 63sats Cybertech raises Rs 180 Crore via Private Placement of Equity Shares (Positive)
RVNL: Company emerges as the lowest bidder for a project worth ₹169.5 Cr from West Central Railway (Positive)
Afcom Holdings: Company entered an Interline Traffic Agreement with Flydubai, a UAE-based corporation, for a worldwide network covering various destinations. (Positive)
Biocon: Company inaugurated its 1st U.S. manufacturing facility in Cranbury, New Jersey, through its wholly owned subsidiary, Biocon Generics (Positive)
Tata Communications: Cisco, Company Collaborate To Usher In Next Era of ESIM and Iot Connectivity. (Positive)
Gujarat Gas: The Ministry of Corporate Affairs has approved a composite scheme of arrangement and amalgamation involving GSPC, Gujarat State Petronet, GSPC Energy, and Gujarat Gas. (Positive)
Healthy Life Agritec: Company plans to raise funds through a rights issue of equity shares. (Neutral)
Wardwizard Innovations: Company Approves Rights Issue Size 44.3m Shares For Rs 487.5 million. (Neutral)
Keystone Realtors: Company Board Approves Fundraising of Rs 375 Crore via Issue of Secured Redeemable NCDS on Private Placement Basis (Neutral)
Adani Ports: Company through its subsidiary Mandhata Build Estate, has completed the acquisition of a 100% stake in Dependencia Logistics for a cash consideration of Rs 37.77 crore. (Neutral)
Gopal Snacks: Company Advised to Pay Rs 79.7 million for GST Liability. (Neutral)
Torrent Pharma: Company to Acquire 26% Stake in Torrent Urja 27 Pvt Ltd for Captive Hybrid (Solar + Wind) Power Project in Gujarat (Neutral)
Reliance Industries: Company Incorporates Wholly Owned Subsidiary Reliance Intelligence Limited (Neutral)
ACME Solar: Company Clarifies On Media Report No Revocation of Project Grid Connectivity. (Neutral)
Tata Motors: JLR Some Data Has Been Affected In Cyber Incident and Are Informing Relevant Regulators – Website. (Neutral)
Bank Of Baroda: Bank cuts overnight MCLR rates by 10 basis points from 7.95% to 7.85% w.e.f September 12, 2025. (Neutral)
Shah Alloys Ltd: Company announced the resignation of Whole-time Director, Mr. Prakashkumar R. Patel. (Neutral)
By: via AlliesFinServe #StockMarket #Bharat Telegram.me/AlliesFin
Wednesday, 10 September 2025
AlliesFinServe #StockMarket #Bharat Telegram.me/AlliesFin's Post
India Daybook Stocks in News
*Sterling and Wilson:* Company bags Rs 415 cr LoA for 300 MW solar project in Rajasthan (Positive)
*OFSS:* US parent Oracle Inc jumps 27% in extended trading on Tuesday. (Positive)
*Insolation Energy:* Company incorporates three wholly owned step-down arms to set up solar power plants. (Positive)
*Vikram Solar:* Revenue at Rs 1134 crore versus Rs 631 crore, Net Profit at Rs 133 crore versus Rs 22.8 crore YoY. (Positive)
*Hi-Tech Pipes:* Company will commission its greenfield plant in Sikandrabad, UP. (Positive)
*Route Mobile:* Promoter company, Proximus Global, has been selected by Claro CENAM to support A2P messaging across Latin America (Positive)
*Sri Lotus Developers:* Company has been appointed as developer for a redevelopment project in Bandra West, Mumbai. (Positive)
*Arvind:* Company has announced the inauguration of India’s 1st supercritical CO₂ dyeing machine in Ahmedabad. (Positive)
*Nila Infrastructures:* Company announced the receipt of a Letter of Intimation from Mahesana Municipal Corporation for a project in Gujarat. (Positive)
*Cupid:* Company to Acquire Strategic Stake in Saudi Arabian Luxury Fragrance Brand Mansam. (Positive)
*Mamata Machinery:* Company Bags Export Order for 9-Layer Blown Film Plant (Positive)
*Cupid:* Company has entered into a term sheet to acquire a strategic stake in Mansam, a Saudi Arabian luxury fragrance brand founded in 2022. (Positive)
*Prostarm:* Company Incorporates Wholly Owned Subsidiary for Battery Energy Storage Project. (Neutral)
*Vodafone Idea:* Company Files Fresh PLEA at Supreme Court in AGR Case, Challenges Computation of AGR Dues. (Neutral)
*Bajaj Auto:* Company to Pass on Full GST Reduction Benefit; Prices of Motorcycles and Three-Wheelers to Drop Up To ₹24,000 From September 22 (Neutral)
*Eicher Motors:* Company to Pass on Full GST Reduction Benefit; Prices of Motorcycles and Three-Wheelers to Drop Up To ₹22,000 on 350 cc range (Neutral)
*Inflame Appliances:* Company announced the resignation of CFO Mr. Amit Kaushik, effective Sept 9, 2025. (Neutral)
*Ace Edutrend Limited:* Mrs. Deepali Mahapatra resigned as Company Secretary & Compliance Officer on Sept 09, 2025 (Neutral)
*Gokak Textiles Ltd:* Company plans to sell its knitwear plant in Marihal, Karnataka, due to declining performance. (Neutral)
*Bikaji Foods:* Company issue a clarification after ED summoned company’s Managing Director in connection with an investigation under the Prevention of Money Laundering Act. (Neutral)
*HEG Ltd:* Company announced that LNJ Bhilwara Group, an associate company, acquired Statkraft's 49% stake in Malana Power Company Limited. (Neutral)
*IFCI Ltd:* ICRA has reaffirmed the ratings for its debt instruments. (Neutral)
*Vadilal Industries:* Company announced the appointment of Himanshu Kanwar as CEO (Neutral)
*Blue Jet Healthcare:* Company Promoter Akshay Arora Proposes To Sell 3.42% Stake In Company Via Offer For Sale, Floor Price For Offer For Sale is Rs 675/share (Neutral)
*Kotak Mahindra Bank* block deal: Sumitomo Mitsui to sell 1.65% stake in lender for ₹6,166 crore (Neutral)
*JSW Energy:* India Ratings & Research (Ind-Ra) has affirmed its ratings (Neutral)
*Simplex Castings:* CRISIL has reaffirmed the credit ratings for Simplex Castings Ltd (SCL). (Neutral)
*Hind Zinc:* Vedanta approved ₹5,000 Cr unsecured, listed, rated, non-convertible, redeemable Debentures. (Neutral)
*Thermax:* Company invested ₹115 Cr in First Energy Private Ltd (FEPL), its wholly-owned subsidiary. (Neutral)
*Huhtamaki:* Mr. Jagdish Agarwal has resigned as Director & CFO to pursue professional opportunities (Neutral)
*Mahindra & Mahindra:* Company's August exports rose 15% at 3,575 units year-on-year and sales were down 1% at 74,027 units year-on-year. (Neutral)
*Samvardhana Motherson:* Company has completed the acquisition of the remaining 25% stake in two of its joint venture companies in Turkey (Neutral)
By: via AlliesFinServe #StockMarket #Bharat Telegram.me/AlliesFin
*Sterling and Wilson:* Company bags Rs 415 cr LoA for 300 MW solar project in Rajasthan (Positive)
*OFSS:* US parent Oracle Inc jumps 27% in extended trading on Tuesday. (Positive)
*Insolation Energy:* Company incorporates three wholly owned step-down arms to set up solar power plants. (Positive)
*Vikram Solar:* Revenue at Rs 1134 crore versus Rs 631 crore, Net Profit at Rs 133 crore versus Rs 22.8 crore YoY. (Positive)
*Hi-Tech Pipes:* Company will commission its greenfield plant in Sikandrabad, UP. (Positive)
*Route Mobile:* Promoter company, Proximus Global, has been selected by Claro CENAM to support A2P messaging across Latin America (Positive)
*Sri Lotus Developers:* Company has been appointed as developer for a redevelopment project in Bandra West, Mumbai. (Positive)
*Arvind:* Company has announced the inauguration of India’s 1st supercritical CO₂ dyeing machine in Ahmedabad. (Positive)
*Nila Infrastructures:* Company announced the receipt of a Letter of Intimation from Mahesana Municipal Corporation for a project in Gujarat. (Positive)
*Cupid:* Company to Acquire Strategic Stake in Saudi Arabian Luxury Fragrance Brand Mansam. (Positive)
*Mamata Machinery:* Company Bags Export Order for 9-Layer Blown Film Plant (Positive)
*Cupid:* Company has entered into a term sheet to acquire a strategic stake in Mansam, a Saudi Arabian luxury fragrance brand founded in 2022. (Positive)
*Prostarm:* Company Incorporates Wholly Owned Subsidiary for Battery Energy Storage Project. (Neutral)
*Vodafone Idea:* Company Files Fresh PLEA at Supreme Court in AGR Case, Challenges Computation of AGR Dues. (Neutral)
*Bajaj Auto:* Company to Pass on Full GST Reduction Benefit; Prices of Motorcycles and Three-Wheelers to Drop Up To ₹24,000 From September 22 (Neutral)
*Eicher Motors:* Company to Pass on Full GST Reduction Benefit; Prices of Motorcycles and Three-Wheelers to Drop Up To ₹22,000 on 350 cc range (Neutral)
*Inflame Appliances:* Company announced the resignation of CFO Mr. Amit Kaushik, effective Sept 9, 2025. (Neutral)
*Ace Edutrend Limited:* Mrs. Deepali Mahapatra resigned as Company Secretary & Compliance Officer on Sept 09, 2025 (Neutral)
*Gokak Textiles Ltd:* Company plans to sell its knitwear plant in Marihal, Karnataka, due to declining performance. (Neutral)
*Bikaji Foods:* Company issue a clarification after ED summoned company’s Managing Director in connection with an investigation under the Prevention of Money Laundering Act. (Neutral)
*HEG Ltd:* Company announced that LNJ Bhilwara Group, an associate company, acquired Statkraft's 49% stake in Malana Power Company Limited. (Neutral)
*IFCI Ltd:* ICRA has reaffirmed the ratings for its debt instruments. (Neutral)
*Vadilal Industries:* Company announced the appointment of Himanshu Kanwar as CEO (Neutral)
*Blue Jet Healthcare:* Company Promoter Akshay Arora Proposes To Sell 3.42% Stake In Company Via Offer For Sale, Floor Price For Offer For Sale is Rs 675/share (Neutral)
*Kotak Mahindra Bank* block deal: Sumitomo Mitsui to sell 1.65% stake in lender for ₹6,166 crore (Neutral)
*JSW Energy:* India Ratings & Research (Ind-Ra) has affirmed its ratings (Neutral)
*Simplex Castings:* CRISIL has reaffirmed the credit ratings for Simplex Castings Ltd (SCL). (Neutral)
*Hind Zinc:* Vedanta approved ₹5,000 Cr unsecured, listed, rated, non-convertible, redeemable Debentures. (Neutral)
*Thermax:* Company invested ₹115 Cr in First Energy Private Ltd (FEPL), its wholly-owned subsidiary. (Neutral)
*Huhtamaki:* Mr. Jagdish Agarwal has resigned as Director & CFO to pursue professional opportunities (Neutral)
*Mahindra & Mahindra:* Company's August exports rose 15% at 3,575 units year-on-year and sales were down 1% at 74,027 units year-on-year. (Neutral)
*Samvardhana Motherson:* Company has completed the acquisition of the remaining 25% stake in two of its joint venture companies in Turkey (Neutral)
By: via AlliesFinServe #StockMarket #Bharat Telegram.me/AlliesFin
AlliesFinServe #StockMarket #Bharat Telegram.me/AlliesFin's Post
*News Headlines from Business News Agencies :*
*Business Standard :*
Green hydrogen cost in India to fall to $2 per kg by 2032: Mission director
Mount Everest Breweries acquires Cheers Breweries in ₹300 crore deal
Cabinet okays Hudco loan of ₹2,000 cr for projects in Sambhajinagar, Nagpur
Brigade Group inks pact for Rs 2,500 cr residential project in Bengaluru
Realty India's #1 investment at 63%, premium home demand doubles post Covid
India tests alternate EV motors as China tightens rare earth exports
TCS & CEA of France sign agreement to collaborate in Physical AI research
Steel demand weak till September, rebound from October: Naveen Jindal
Global trade tensions a threat for domestic ferro alloys sector: IFAPA
Household quarterly spending rises 33% to ₹56,000 in 2025: Report
Sebi refuses more data to US trading firm Jane Street as probe deepens
Govt plans relief package as US tariffs hit Indian steel, aluminium sectors
*Economic Times :*
Tata Power, Tata Passenger Electric Mobility unveil mega EV charging hub
India, EU push to close gaps in trade talks as year-end deadline looms
CoinDCX CHRO Mudita Chauhan and CISO Sridhar G step down
Dharan Infra-EPC secures new contracts worth Rs 262 crore
JLR slashes Defender, Range Rover and Discovery prices by up to ₹30.4 lakh after GST rate cut
Waaree Renewable gets Rs 1,252 cr order for solar project
Engaged with Govt on reducing input cost for making steel, says Indian Steel Association Secy General
DP World Mundra handles record 142,273 TEUs in August
Maersk CEO warns of downside risk to oil prices amid OPEC+ output rise
Life insurance companies dismiss GST exemption concerns, see limited impact on input tax credit: Report
Dish TV begins phasing out set-top box subsidies amid diversification push
*Mint :*
Indians lead in digital health adoption with 70% using tech tools: BCG
India aims to finalize Peru, Chile, Mexico FTAs to counter US tariffs
SBI bonds worth $500 million list on NSE-IX at GIFT City
Indias Fitness industry to more than double by 2030, reaching ₹37,700 Cr with 15% CAGR: Report
GST reforms were long overdue, there were too many rates, says Jamshyd Godrej
Sebi notifies easier delisting rules for PSUs with 90% govt holding
Need proactive outreach, handholding of trade for seamless transition to new GST rates: CBIC chief
Jio Financial Services executes joint venture agreement with Allianz
Semiconductor equipment billings in Taiwan to double this year: SEMI
IFC Seeks $300 Million to Fund Electricity Mini-Grids in Africa
By: via AlliesFinServe #StockMarket #Bharat Telegram.me/AlliesFin
*Business Standard :*
Green hydrogen cost in India to fall to $2 per kg by 2032: Mission director
Mount Everest Breweries acquires Cheers Breweries in ₹300 crore deal
Cabinet okays Hudco loan of ₹2,000 cr for projects in Sambhajinagar, Nagpur
Brigade Group inks pact for Rs 2,500 cr residential project in Bengaluru
Realty India's #1 investment at 63%, premium home demand doubles post Covid
India tests alternate EV motors as China tightens rare earth exports
TCS & CEA of France sign agreement to collaborate in Physical AI research
Steel demand weak till September, rebound from October: Naveen Jindal
Global trade tensions a threat for domestic ferro alloys sector: IFAPA
Household quarterly spending rises 33% to ₹56,000 in 2025: Report
Sebi refuses more data to US trading firm Jane Street as probe deepens
Govt plans relief package as US tariffs hit Indian steel, aluminium sectors
*Economic Times :*
Tata Power, Tata Passenger Electric Mobility unveil mega EV charging hub
India, EU push to close gaps in trade talks as year-end deadline looms
CoinDCX CHRO Mudita Chauhan and CISO Sridhar G step down
Dharan Infra-EPC secures new contracts worth Rs 262 crore
JLR slashes Defender, Range Rover and Discovery prices by up to ₹30.4 lakh after GST rate cut
Waaree Renewable gets Rs 1,252 cr order for solar project
Engaged with Govt on reducing input cost for making steel, says Indian Steel Association Secy General
DP World Mundra handles record 142,273 TEUs in August
Maersk CEO warns of downside risk to oil prices amid OPEC+ output rise
Life insurance companies dismiss GST exemption concerns, see limited impact on input tax credit: Report
Dish TV begins phasing out set-top box subsidies amid diversification push
*Mint :*
Indians lead in digital health adoption with 70% using tech tools: BCG
India aims to finalize Peru, Chile, Mexico FTAs to counter US tariffs
SBI bonds worth $500 million list on NSE-IX at GIFT City
Indias Fitness industry to more than double by 2030, reaching ₹37,700 Cr with 15% CAGR: Report
GST reforms were long overdue, there were too many rates, says Jamshyd Godrej
Sebi notifies easier delisting rules for PSUs with 90% govt holding
Need proactive outreach, handholding of trade for seamless transition to new GST rates: CBIC chief
Jio Financial Services executes joint venture agreement with Allianz
Semiconductor equipment billings in Taiwan to double this year: SEMI
IFC Seeks $300 Million to Fund Electricity Mini-Grids in Africa
By: via AlliesFinServe #StockMarket #Bharat Telegram.me/AlliesFin
AlliesFinServe #StockMarket #Bharat Telegram.me/AlliesFin's Post
*GIFT NIFTY +14 (24975) from last trade 24961*
*Nikkei +135 pts ,*
*Hangseng +104 pts ,*
Dow +196.39 pts ,Nsdq +80.79 pts, S&P +17.46 pts , Bovespa -173 pts , Ftse +21 pts , Dax -88 pts , Cac +14 pts , Crude @ $62.99 brl (+0.36) Brent @ $66.74 brl (+0.35) , Gold @ 3666.60 (-15.10), Silver @ $41.26 (-0.08), Euro @ $1.1699, JPY @ $147.41, INR @ 88.245
*Today's Corporate Action*
*10 Sep Ex Date*
ASTRAMICRO
Final Dividend - Rs. - 2.2000
CAMPUS
Final Dividend - Rs. - 0.3000
FORCEMOT
Dividend - Rs. - 40.0000
GSPL
Final Dividend - Rs. - 5.0000
INDOBELL
Final Dividend - Rs. - 2.0000
KITEX
Final Dividend - Rs. - 0.5000
MUFTI
Final Dividend - Rs. - 3.0000
PNBGILTS
Final Dividend - Rs. - 1.0000
SANDUMA
Final Dividend - Rs. - 1.2500
SIGMA
Final Dividend - Rs. - 0.5000
*Today's Board Meetings*
*10-Sep-25*
ALFATRAN
Increase in Authorised Capital
CHECKPOINT
Preferential Issue of shares;Issue Of Warrants
HEALTHYLIFE
General
LEEL
General
PICCADIL
Preferential Issue of shares
RACE
Scheme of Arrangement
WARDINMOBI
General;Right Issue of Equity Shares
*Stock under F&O ban on NSE*
*10-Sep-25*
1 RBLBANK
By: via AlliesFinServe #StockMarket #Bharat Telegram.me/AlliesFin
*Nikkei +135 pts ,*
*Hangseng +104 pts ,*
Dow +196.39 pts ,Nsdq +80.79 pts, S&P +17.46 pts , Bovespa -173 pts , Ftse +21 pts , Dax -88 pts , Cac +14 pts , Crude @ $62.99 brl (+0.36) Brent @ $66.74 brl (+0.35) , Gold @ 3666.60 (-15.10), Silver @ $41.26 (-0.08), Euro @ $1.1699, JPY @ $147.41, INR @ 88.245
*Today's Corporate Action*
*10 Sep Ex Date*
ASTRAMICRO
Final Dividend - Rs. - 2.2000
CAMPUS
Final Dividend - Rs. - 0.3000
FORCEMOT
Dividend - Rs. - 40.0000
GSPL
Final Dividend - Rs. - 5.0000
INDOBELL
Final Dividend - Rs. - 2.0000
KITEX
Final Dividend - Rs. - 0.5000
MUFTI
Final Dividend - Rs. - 3.0000
PNBGILTS
Final Dividend - Rs. - 1.0000
SANDUMA
Final Dividend - Rs. - 1.2500
SIGMA
Final Dividend - Rs. - 0.5000
*Today's Board Meetings*
*10-Sep-25*
ALFATRAN
Increase in Authorised Capital
CHECKPOINT
Preferential Issue of shares;Issue Of Warrants
HEALTHYLIFE
General
LEEL
General
PICCADIL
Preferential Issue of shares
RACE
Scheme of Arrangement
WARDINMOBI
General;Right Issue of Equity Shares
*Stock under F&O ban on NSE*
*10-Sep-25*
1 RBLBANK
By: via AlliesFinServe #StockMarket #Bharat Telegram.me/AlliesFin
Thursday, 4 September 2025
AlliesFinServe #StockMarket #Bharat Telegram.me/AlliesFin's Post
Mkt. Updates :
*GIFT NIFTY +130 (24950) from last trade 24820*
*Nikkei +505 pts ,*
*Hangseng +146 pts ,*
Dow -24.58 pts ,Nsdq +218.09 pts, S&P +32.72 pts , Bovespa -471 pts , Ftse +61 pts , Dax +107 pts , Cac +65 pts , Crude @ $63.76 brl (-0.21) Brent @ $67.40 brl (-0.20) , Gold @ 3610.90 (-24.60), Silver @ $41.452 (+0.0), Euro @ $1.166, JPY @ $147.95, INR @ 88.045
*US GOVT. 10-YR YIELD : 4.22%*
*Today's Corporate Action, 04.09. Ex Date :*
A1L
Final Dividend - Rs. - 1.5000
ADSL
Final Dividend - Rs. - 1.5000
AIAENG
Dividend - Rs. - 16.0000
AKSHARCHEM
Final Dividend - Rs. - 0.7500
ASAHISONG
Final Dividend - Rs. - 1.5000
ASIIL
Final Dividend - Rs. - 0.4000
BAIDFIN
Final Dividend - Rs. - 0.1000
BBL
Dividend - Rs. - 35.0000
BMW
Final Dividend - Rs. - 0.4300
CHEMFAB
Final Dividend - Rs. - 1.2500
CLEAN
Final Dividend - Rs. - 4.0000
COMCL
Final Dividend - Rs. - 0.5000
COMFINCAP
Final Dividend - Rs. - 0.1000
ENIL
Dividend - Rs. - 2.0000
FINCABLES
Final Dividend - Rs. - 8.0000
FINPIPE
Special Dividend - Rs. - 1.6000
FINPIPE
Final Dividend - Rs. - 2.0000
GICRE
Dividend - Rs. - 10.0000
GUJGASLTD
Final Dividend - Rs. - 5.8200
GUJTHEM
Final Dividend - Rs. - 0.6700
INDOCO
Final Dividend - Rs. - 0.2000
INDSILHYD
Final Dividend - Rs. - 0.5000
IWP
Final Dividend - Rs. - 0.1500
KALYANKJIL
Final Dividend - Rs. - 1.5000
KOPRAN
Final Dividend - Rs. - 3.0000
LEX
Final Dividend - Rs. - 1.0000
LLOYDSENT
Interim Dividend - Rs. - 0.1000
MAZDA
Final Dividend - Rs. - 3.6000
MCEL
Final Dividend - Rs. - 1.0000
METROBRAND
Final Dividend - Rs. - 2.5000
NAHARCAP
Dividend - Rs. - 1.5000
NAHARPOLY
Final Dividend - Rs. - 1.0000
NAHARSPING
Dividend - Rs. - 1.0000
NATPLASTI
Final Dividend - Rs. - 1.5000
NIACL
Final Dividend - Rs. - 1.8000
NIITLTD
Final Dividend - Rs. - 1.0000
NIITMTS
Final Dividend - Rs. - 3.0000
NRBBEARING
Final Dividend - Rs. - 4.3000
NTPC
Final Dividend - Rs. - 3.3500
OIL
Final Dividend - Rs. - 1.5000
ONGC
Final Dividend - Rs. - 1.2500
PERFEPA
Final Dividend - Rs. - 1.0000
POEL
Final Dividend - Rs. - 0.7000
PRINCEPIPE
Final Dividend - Rs. - 0.5000
RUBYMILLS
Final Dividend - Rs. - 1.7500
SAVERA
Dividend - Rs. - 3.0000
SCI
Final Dividend - Rs. - 6.5900
SCILAL
Final Dividend - Rs. - 0.5500
SHRJAGP
Final Dividend - Rs. - 0.7500
SIRCA
Final Dividend - Rs. - 1.5000
SNL
Final Dividend - Rs. - 8.0000
STERTOOLS
Final Dividend - Rs. - 2.5000
SUPRAJIT
Final Dividend - Rs. - 1.7500
SURYAROSNI
Final Dividend - Rs. - 3.0000
THEMISMED
Final Dividend - Rs. - 0.5000
TIMETECHNO
Final Dividend - Rs. - 2.5000
TINNARUBR
Final Dividend - Rs. - 4.0000
TRANSRAILL
Final Dividend - Rs. - 0.8000
TVSSRICHAK
Final Dividend - Rs. - 16.8900
UNIABEXAL
Dividend - Rs. - 35.0000
UNIVCABLES
Final Dividend - Rs. - 4.0000
VINDHYATEL
Final Dividend - Rs. - 16.0000
*Today's Board Meetings*
*04-Sep-25*
3BFILMS
Audited Results;General
AADHARHFC
Employees Stock Option Plan
ACEMEN
A.G.M.;General
ADVIKCA
A.G.M.;General
AGOL
General
ARENTERP
General;A.G.M.
ARISE
A.G.M.;General
ASALCBR
General
BLUESTONE
General;Quarterly Results
CLENON
General;A.G.M.
COMSYN
A.G.M.;Final Dividend;General
DECCAN
A.G.M.;General
EQUILATERA
A.G.M.
GBGLOBAL
General
GEMSI
Preferential Issue of shares;Increase in Authorised Capital;General
GENNEX
A.G.M.
GETALONG
A.G.M.
GHUSHINE
A.G.M.
GREENCREST
A.G.M.;General
GROVY
Final Dividend;General
HARISH
A.G.M.;Preferential Issue of shares;General
HVL
General;A.G.M.
INTETHR
A.G.M.;General
KMSMEDI
A.G.M.;Final Dividend
LADIAMO
A.G.M.;Audited Results
MEHAI
Rights Issue
OIVL
Issue Of Warrants;General
By: via AlliesFinServe #StockMarket #Bharat Telegram.me/AlliesFin
*GIFT NIFTY +130 (24950) from last trade 24820*
*Nikkei +505 pts ,*
*Hangseng +146 pts ,*
Dow -24.58 pts ,Nsdq +218.09 pts, S&P +32.72 pts , Bovespa -471 pts , Ftse +61 pts , Dax +107 pts , Cac +65 pts , Crude @ $63.76 brl (-0.21) Brent @ $67.40 brl (-0.20) , Gold @ 3610.90 (-24.60), Silver @ $41.452 (+0.0), Euro @ $1.166, JPY @ $147.95, INR @ 88.045
*US GOVT. 10-YR YIELD : 4.22%*
*Today's Corporate Action, 04.09. Ex Date :*
A1L
Final Dividend - Rs. - 1.5000
ADSL
Final Dividend - Rs. - 1.5000
AIAENG
Dividend - Rs. - 16.0000
AKSHARCHEM
Final Dividend - Rs. - 0.7500
ASAHISONG
Final Dividend - Rs. - 1.5000
ASIIL
Final Dividend - Rs. - 0.4000
BAIDFIN
Final Dividend - Rs. - 0.1000
BBL
Dividend - Rs. - 35.0000
BMW
Final Dividend - Rs. - 0.4300
CHEMFAB
Final Dividend - Rs. - 1.2500
CLEAN
Final Dividend - Rs. - 4.0000
COMCL
Final Dividend - Rs. - 0.5000
COMFINCAP
Final Dividend - Rs. - 0.1000
ENIL
Dividend - Rs. - 2.0000
FINCABLES
Final Dividend - Rs. - 8.0000
FINPIPE
Special Dividend - Rs. - 1.6000
FINPIPE
Final Dividend - Rs. - 2.0000
GICRE
Dividend - Rs. - 10.0000
GUJGASLTD
Final Dividend - Rs. - 5.8200
GUJTHEM
Final Dividend - Rs. - 0.6700
INDOCO
Final Dividend - Rs. - 0.2000
INDSILHYD
Final Dividend - Rs. - 0.5000
IWP
Final Dividend - Rs. - 0.1500
KALYANKJIL
Final Dividend - Rs. - 1.5000
KOPRAN
Final Dividend - Rs. - 3.0000
LEX
Final Dividend - Rs. - 1.0000
LLOYDSENT
Interim Dividend - Rs. - 0.1000
MAZDA
Final Dividend - Rs. - 3.6000
MCEL
Final Dividend - Rs. - 1.0000
METROBRAND
Final Dividend - Rs. - 2.5000
NAHARCAP
Dividend - Rs. - 1.5000
NAHARPOLY
Final Dividend - Rs. - 1.0000
NAHARSPING
Dividend - Rs. - 1.0000
NATPLASTI
Final Dividend - Rs. - 1.5000
NIACL
Final Dividend - Rs. - 1.8000
NIITLTD
Final Dividend - Rs. - 1.0000
NIITMTS
Final Dividend - Rs. - 3.0000
NRBBEARING
Final Dividend - Rs. - 4.3000
NTPC
Final Dividend - Rs. - 3.3500
OIL
Final Dividend - Rs. - 1.5000
ONGC
Final Dividend - Rs. - 1.2500
PERFEPA
Final Dividend - Rs. - 1.0000
POEL
Final Dividend - Rs. - 0.7000
PRINCEPIPE
Final Dividend - Rs. - 0.5000
RUBYMILLS
Final Dividend - Rs. - 1.7500
SAVERA
Dividend - Rs. - 3.0000
SCI
Final Dividend - Rs. - 6.5900
SCILAL
Final Dividend - Rs. - 0.5500
SHRJAGP
Final Dividend - Rs. - 0.7500
SIRCA
Final Dividend - Rs. - 1.5000
SNL
Final Dividend - Rs. - 8.0000
STERTOOLS
Final Dividend - Rs. - 2.5000
SUPRAJIT
Final Dividend - Rs. - 1.7500
SURYAROSNI
Final Dividend - Rs. - 3.0000
THEMISMED
Final Dividend - Rs. - 0.5000
TIMETECHNO
Final Dividend - Rs. - 2.5000
TINNARUBR
Final Dividend - Rs. - 4.0000
TRANSRAILL
Final Dividend - Rs. - 0.8000
TVSSRICHAK
Final Dividend - Rs. - 16.8900
UNIABEXAL
Dividend - Rs. - 35.0000
UNIVCABLES
Final Dividend - Rs. - 4.0000
VINDHYATEL
Final Dividend - Rs. - 16.0000
*Today's Board Meetings*
*04-Sep-25*
3BFILMS
Audited Results;General
AADHARHFC
Employees Stock Option Plan
ACEMEN
A.G.M.;General
ADVIKCA
A.G.M.;General
AGOL
General
ARENTERP
General;A.G.M.
ARISE
A.G.M.;General
ASALCBR
General
BLUESTONE
General;Quarterly Results
CLENON
General;A.G.M.
COMSYN
A.G.M.;Final Dividend;General
DECCAN
A.G.M.;General
EQUILATERA
A.G.M.
GBGLOBAL
General
GEMSI
Preferential Issue of shares;Increase in Authorised Capital;General
GENNEX
A.G.M.
GETALONG
A.G.M.
GHUSHINE
A.G.M.
GREENCREST
A.G.M.;General
GROVY
Final Dividend;General
HARISH
A.G.M.;Preferential Issue of shares;General
HVL
General;A.G.M.
INTETHR
A.G.M.;General
KMSMEDI
A.G.M.;Final Dividend
LADIAMO
A.G.M.;Audited Results
MEHAI
Rights Issue
OIVL
Issue Of Warrants;General
By: via AlliesFinServe #StockMarket #Bharat Telegram.me/AlliesFin
Tuesday, 2 September 2025
AlliesFinServe #StockMarket #Bharat Telegram.me/AlliesFin's Post
Vikram-32 chip: What are the features of India’s first desi microchip built by ISRO?
https://m.economictimes.com/news/india/vikram-32-chip-what-are-the-features-of-indias-first-desi-microchip-built-by-isro/articleshow/123652892.cms
By: via AlliesFinServe #StockMarket #Bharat Telegram.me/AlliesFin
https://m.economictimes.com/news/india/vikram-32-chip-what-are-the-features-of-indias-first-desi-microchip-built-by-isro/articleshow/123652892.cms
By: via AlliesFinServe #StockMarket #Bharat Telegram.me/AlliesFin
AlliesFinServe #StockMarket #Bharat Telegram.me/AlliesFin's Post
Gold surpasses U.S. Treasuries in central banks’ reserves for first time since 1996
https://m.economictimes.com/markets/commodities/news/gold-surpasses-u-s-treasuries-in-central-banks-reserves-for-first-time-since-1996/articleshow/123628193.cms
By: via AlliesFinServe #StockMarket #Bharat Telegram.me/AlliesFin
https://m.economictimes.com/markets/commodities/news/gold-surpasses-u-s-treasuries-in-central-banks-reserves-for-first-time-since-1996/articleshow/123628193.cms
By: via AlliesFinServe #StockMarket #Bharat Telegram.me/AlliesFin
AlliesFinServe #StockMarket #Bharat Telegram.me/AlliesFin's Post
Latest after the Bell 4.00 PM – Tuesday, 02 September 2025
Indian benchmark indices ended lower after a strong start as profit booking emerged in the second half. Sentiment was initially lifted by expectations from the upcoming GST Council meeting and stronger-than-expected Q1 GDP growth. However, traders also kept an eye on global trade developments after a US federal appeals court ruled that most of former President Trump's global tariffs are illegal. Sectorally, gains in FMCG, metals, PSU banks, and realty provided some cushion, while autos, pharma, and IT stocks dragged. Investors remain watchful of domestic policy signals and global trade developments.
NIFTY (24579.60) (-0.18%)
SENSEX (80157.88) (-0.26%)
BANKNIFTY (53661.00) (-0.63%)
Key Takeaways
Prime Minister Narendra Modi praised India’s 7.8 % GDP growth in Q1 FY 2025–26, achieved despite global “economic selfishness,” a veiled reference to U.S. trade protectionism. Addressing Semicon India 2025, he emphasized that widespread gains across manufacturing, services, agriculture, and construction reflect India’s strong economic resilience. Modi reaffirmed the nation’s steady progress toward becoming the world’s third-largest economy, underscoring both domestic momentum and international confidence in India’s growth story.
In August 2025, India's passenger vehicle (PV) wholesale volumes fell 7.3% year-on-year to around 330,000 units, as uncertainty over proposed GST reforms prompted automakers to scale back dispatches to dealers. Major players—Maruti Suzuki, Hyundai, Tata, and Mahindra—saw declines, while only Toyota posted growth. Manufacturers held back on larger, high-cess vehicles in favor of smaller models, as both industry and consumers awaited clarity on the new tax structure
Euro area inflation edged up to 2.1% in August 2025, slightly above July’s 2.0% and market forecasts. Unprocessed food prices rose 5.5%, while energy costs declined 1.9%, easing from July’s 2.4% drop. Services inflation moderated to 3.1%, and processed food, alcohol, and tobacco rose 2.6%. Non-energy industrial goods stayed at 0.8%. Core inflation held at 2.3%, its lowest since January 2022, signaling easing underlying price pressures.
On September 2, 2025, sugar stocks—including Rajshree Sugars and Balrampur Chini—surged as much as 14%, driven by two major policy moves. The Supreme Court dismissed a plea against the rollout of 20% ethanol-blended petrol (E20), removing a key legal hurdle. Simultaneously, the government lifted production caps on ethanol for 2025–26, significantly improving the outlook for ethanol demand and fueling bullish sentiment across the sugar sector.
An Indian tax panel has proposed steep GST hikes on luxury electric vehicles: raising the rate from 5% to 18% for EVs priced between ₹20 lakh and ₹40 lakh (roughly $23,000–$46,000) and up to 28% (or even 40% under a new luxury category) for those above ₹46,000. The move, aimed at promoting equitable taxation and safeguarding revenues, could disproportionately impact imported high-end EVs like those from Tesla, BMW, Mercedes-Benz, and BYD, while offering limited impact on domestic makers like Tata.
New 52-week Highs
MRF 152870.00 (5.55%)
HBL Engineering 852.00 (1.54%)
Bosch 41285.00 (1.23%)
Eicher Motors 6350.00 (1.11%)
TVS Motor Company 3371.00 (0.44%)
NIFTY50 Adv-Dec 26 / 24
INDIA VIX 11.40 (0.97%)
Nifty PCR (02 SEP) 0.90
Bank Nifty PCR (30 SEP) 0.84
Nifty Midcap (0.27%, 56977.40)
Nifty SmallCap (0.53%, 17591.30)
Nifty IT (-0.01%, 35737.90)
By: via AlliesFinServe #StockMarket #Bharat Telegram.me/AlliesFin
Indian benchmark indices ended lower after a strong start as profit booking emerged in the second half. Sentiment was initially lifted by expectations from the upcoming GST Council meeting and stronger-than-expected Q1 GDP growth. However, traders also kept an eye on global trade developments after a US federal appeals court ruled that most of former President Trump's global tariffs are illegal. Sectorally, gains in FMCG, metals, PSU banks, and realty provided some cushion, while autos, pharma, and IT stocks dragged. Investors remain watchful of domestic policy signals and global trade developments.
NIFTY (24579.60) (-0.18%)
SENSEX (80157.88) (-0.26%)
BANKNIFTY (53661.00) (-0.63%)
Key Takeaways
Prime Minister Narendra Modi praised India’s 7.8 % GDP growth in Q1 FY 2025–26, achieved despite global “economic selfishness,” a veiled reference to U.S. trade protectionism. Addressing Semicon India 2025, he emphasized that widespread gains across manufacturing, services, agriculture, and construction reflect India’s strong economic resilience. Modi reaffirmed the nation’s steady progress toward becoming the world’s third-largest economy, underscoring both domestic momentum and international confidence in India’s growth story.
In August 2025, India's passenger vehicle (PV) wholesale volumes fell 7.3% year-on-year to around 330,000 units, as uncertainty over proposed GST reforms prompted automakers to scale back dispatches to dealers. Major players—Maruti Suzuki, Hyundai, Tata, and Mahindra—saw declines, while only Toyota posted growth. Manufacturers held back on larger, high-cess vehicles in favor of smaller models, as both industry and consumers awaited clarity on the new tax structure
Euro area inflation edged up to 2.1% in August 2025, slightly above July’s 2.0% and market forecasts. Unprocessed food prices rose 5.5%, while energy costs declined 1.9%, easing from July’s 2.4% drop. Services inflation moderated to 3.1%, and processed food, alcohol, and tobacco rose 2.6%. Non-energy industrial goods stayed at 0.8%. Core inflation held at 2.3%, its lowest since January 2022, signaling easing underlying price pressures.
On September 2, 2025, sugar stocks—including Rajshree Sugars and Balrampur Chini—surged as much as 14%, driven by two major policy moves. The Supreme Court dismissed a plea against the rollout of 20% ethanol-blended petrol (E20), removing a key legal hurdle. Simultaneously, the government lifted production caps on ethanol for 2025–26, significantly improving the outlook for ethanol demand and fueling bullish sentiment across the sugar sector.
An Indian tax panel has proposed steep GST hikes on luxury electric vehicles: raising the rate from 5% to 18% for EVs priced between ₹20 lakh and ₹40 lakh (roughly $23,000–$46,000) and up to 28% (or even 40% under a new luxury category) for those above ₹46,000. The move, aimed at promoting equitable taxation and safeguarding revenues, could disproportionately impact imported high-end EVs like those from Tesla, BMW, Mercedes-Benz, and BYD, while offering limited impact on domestic makers like Tata.
New 52-week Highs
MRF 152870.00 (5.55%)
HBL Engineering 852.00 (1.54%)
Bosch 41285.00 (1.23%)
Eicher Motors 6350.00 (1.11%)
TVS Motor Company 3371.00 (0.44%)
NIFTY50 Adv-Dec 26 / 24
INDIA VIX 11.40 (0.97%)
Nifty PCR (02 SEP) 0.90
Bank Nifty PCR (30 SEP) 0.84
Nifty Midcap (0.27%, 56977.40)
Nifty SmallCap (0.53%, 17591.30)
Nifty IT (-0.01%, 35737.90)
By: via AlliesFinServe #StockMarket #Bharat Telegram.me/AlliesFin
Monday, 1 September 2025
AlliesFinServe #StockMarket #Bharat Telegram.me/AlliesFin's Post
Central banks now hold more gold than US Treasuries for the first time in 30 years
https://www.financialexpress.com/market/gold-pulse/central-banks-now-hold-more-gold-than-us-treasuries-for-the-first-time-in-30-years/3962153/
By: via AlliesFinServe #StockMarket #Bharat Telegram.me/AlliesFin
https://www.financialexpress.com/market/gold-pulse/central-banks-now-hold-more-gold-than-us-treasuries-for-the-first-time-in-30-years/3962153/
By: via AlliesFinServe #StockMarket #Bharat Telegram.me/AlliesFin
Saturday, 30 August 2025
Tuesday, 26 August 2025
AlliesFinServe #StockMarket #Bharat Telegram.me/AlliesFin's Post
"We expect deficit reduction to slow after FY26, with a fall to 4.2% of GDP in FY27 and 4.1% in FY28. Capex is likely to stay high and the current Pay Commission review will increase civil servant salaries amid more limited space for subsidy cuts and the potential for slightly revenue-negative GST reforms."
A shock could lead to slippage, but the CG has shown a preference to keep deficits contained, it added.
The rating agency expects the general government (GG) deficit to narrow to 7.3% of GDP in FY26 (2025 BBB median: 3.5%) and 7.0% by FY28 from a Fitch-estimated 7.8% in FY25. "We estimate the aggregate state deficit rose to 3.0% of GDP in FY25, but will stabilise at 2.9% starting FY26."
_Structural Fiscal Weaknesses_*
India's GG debt burden is elevated at a Fitch-estimated 80.9% of GDP in FY25, well above the 59.6% 'BBB' median. "We forecast a slight rise in debt to 81.5% in FY26, as nominal growth slips. We expect debt to follow only a modest downward trend to 78.5% by FY30, even as nominal growth recovers to 10.5%. If nominal growth persists at below 10%, debt reduction could become challenging. Medium-term fiscal policy will now be anchored by the CG's new objective of reducing CG debt to 50% (+/-1%) by FY31, from 56.1% in FY26, per budget estimates."
The government finances the high debt in its domestic market with limited foreign participation and a low share of foreign-currency debt in total debt at around 3% (BBB median: 30%), said Fitch.
"However, the interest/revenue ratio, at near 23.5%, remains elevated, well above the 9% 'BBB' median, constraining fiscal flexibility to pursue alternative spending objectives. We forecast a slight decline in this ratio to 22.7% by FY28 due to falling interest rates, but it is likely to remain a key weakness in India's credit profile for some time."
*_Strong External Finances_*
India's external finances remain a rating strength, underpinned by high FX reserves, a net external creditor position, and a low current account deficit (CAD).
Fitch forecasts a stable CAD at 0.7% of GDP in FY26 before rising gradually to a still modest 1.5% by FY28. FX reserves rose by USD59 billion to USD695 billion by 15 August 2025 from end-December 2024, around eight months of current external payment coverage.
By: via AlliesFinServe #StockMarket #Bharat Telegram.me/AlliesFin
A shock could lead to slippage, but the CG has shown a preference to keep deficits contained, it added.
The rating agency expects the general government (GG) deficit to narrow to 7.3% of GDP in FY26 (2025 BBB median: 3.5%) and 7.0% by FY28 from a Fitch-estimated 7.8% in FY25. "We estimate the aggregate state deficit rose to 3.0% of GDP in FY25, but will stabilise at 2.9% starting FY26."
_Structural Fiscal Weaknesses_*
India's GG debt burden is elevated at a Fitch-estimated 80.9% of GDP in FY25, well above the 59.6% 'BBB' median. "We forecast a slight rise in debt to 81.5% in FY26, as nominal growth slips. We expect debt to follow only a modest downward trend to 78.5% by FY30, even as nominal growth recovers to 10.5%. If nominal growth persists at below 10%, debt reduction could become challenging. Medium-term fiscal policy will now be anchored by the CG's new objective of reducing CG debt to 50% (+/-1%) by FY31, from 56.1% in FY26, per budget estimates."
The government finances the high debt in its domestic market with limited foreign participation and a low share of foreign-currency debt in total debt at around 3% (BBB median: 30%), said Fitch.
"However, the interest/revenue ratio, at near 23.5%, remains elevated, well above the 9% 'BBB' median, constraining fiscal flexibility to pursue alternative spending objectives. We forecast a slight decline in this ratio to 22.7% by FY28 due to falling interest rates, but it is likely to remain a key weakness in India's credit profile for some time."
*_Strong External Finances_*
India's external finances remain a rating strength, underpinned by high FX reserves, a net external creditor position, and a low current account deficit (CAD).
Fitch forecasts a stable CAD at 0.7% of GDP in FY26 before rising gradually to a still modest 1.5% by FY28. FX reserves rose by USD59 billion to USD695 billion by 15 August 2025 from end-December 2024, around eight months of current external payment coverage.
By: via AlliesFinServe #StockMarket #Bharat Telegram.me/AlliesFin
AlliesFinServe #StockMarket #Bharat Telegram.me/AlliesFin's Post
*Fitch affirms India at 'BBB-' with stable outlook, says tariff impact on GDP will be 'modest'*
Fitch Ratings on Monday affirmed India's Long-Term Foreign-Currency Issuer Default Rating (IDR) at 'BBB-' with a Stable Outlook, saying that the country's ratings are supported by its robust growth and solid external finances.
India's economic outlook remains strong relative to peers, even as momentum has moderated in the past two years, said the rating agency. "We forecast GDP growth of 6.5% in the fiscal year ending March 2026 (FY26), unchanged from FY25, and well above the 'BBB' median of 2.5%."
Fitch said that domestic demand will remain solid, underpinned by the ongoing public capex drive and steady private consumption. However, private investment is likely to remain "moderate", particularly given heightened US tariff risks. The firm said that there has been a notable slowdown in nominal GDP growth, which it forecasts to expand 9.0% in FY26, from 9.8% in FY25 and 12.0% in FY24.
*_Tariff Risks_*
The agency said, that the direct impact on GDP will be modest as exports to the US account for 2% of GDP, but tariff uncertainty will dampen business sentiment and investment. The Trump administration is planning to impose a 50% headline tariff on India by 27 August, although Fitch believes this will eventually be negotiated lower.
Moreover, India's ability to benefit from supply chain shifts out of China would be reduced if US tariffs ultimately remain above that of Asian peers, it said. "Proposed goods and services tax (GST) reforms, if adopted, would support consumption, offsetting some of these growth risks."
Fitch said that low inflation will provide space for one more 25bp cut in 2025. Falling food prices and policy actions by the Reserve Bank of India (RBI) have kept inflation contained. Core inflation is stable around the 4% mid-point of the RBI's 2%-6% target band. Headline inflation fell to 1.6% in July, driven primarily by easing food prices. The RBI cut its policy repo rate 100bp to 5.5% between February and June 2025.
Credit growth slowed to 9.0% in May from 19.8% a year earlier due to high policy rates and tighter macroprudential measures on unsecured consumer credit.
However, we expect credit growth to pick up on the monetary easing, it added.
*_Medium-Term Outlook_*
Fitch estimates potential GDP growth of 6.4%, led by strong public capex, a private investment pick-up and favourable demographics. "We assume healthy corporate and bank balance sheets will spur an investment acceleration, but this may depend on better visibility over the domestic consumption outlook."
"The government's deregulation agenda and GST reforms should support incremental growth. Passage of other significant reforms, especially on land and labour laws, seems politically difficult. Still, some state governments are likely to advance such reforms. India has signed several bilateral trade agreements, but trade barriers remain relatively high."
*_Fiscal Credibility Improving_*
The agency said, strong revenue growth and reductions in subsidy spending drove consolidation even as capex spending rose steadily to 3.2% of GDP in FY24 from around 1.5% in FY19, which should help reduce infrastructure gaps and boost potential growth.
In recent years, the central government (CG) has bolstered fiscal transparency, enhanced spending quality, and demonstrated commitment to a path of steady, though gradual, fiscal consolidation by achieving or outperforming budget targets. The CG deficit fell to 4.8% of GDP in FY25 from 5.5% in FY24 and a peak of 9.2% in FY21.
*_Modest Deficit Reduction Forecast_*
Fitch has forecast the CG deficit to decline to 4.4% of GDP in FY26, meeting the FY22 budget objective of reaching a 4.5% deficit in FY26. Revenue may underperform as nominal GDP growth slows, but we think spending will be managed to reach the target, it said.
By: via AlliesFinServe #StockMarket #Bharat Telegram.me/AlliesFin
Fitch Ratings on Monday affirmed India's Long-Term Foreign-Currency Issuer Default Rating (IDR) at 'BBB-' with a Stable Outlook, saying that the country's ratings are supported by its robust growth and solid external finances.
India's economic outlook remains strong relative to peers, even as momentum has moderated in the past two years, said the rating agency. "We forecast GDP growth of 6.5% in the fiscal year ending March 2026 (FY26), unchanged from FY25, and well above the 'BBB' median of 2.5%."
Fitch said that domestic demand will remain solid, underpinned by the ongoing public capex drive and steady private consumption. However, private investment is likely to remain "moderate", particularly given heightened US tariff risks. The firm said that there has been a notable slowdown in nominal GDP growth, which it forecasts to expand 9.0% in FY26, from 9.8% in FY25 and 12.0% in FY24.
*_Tariff Risks_*
The agency said, that the direct impact on GDP will be modest as exports to the US account for 2% of GDP, but tariff uncertainty will dampen business sentiment and investment. The Trump administration is planning to impose a 50% headline tariff on India by 27 August, although Fitch believes this will eventually be negotiated lower.
Moreover, India's ability to benefit from supply chain shifts out of China would be reduced if US tariffs ultimately remain above that of Asian peers, it said. "Proposed goods and services tax (GST) reforms, if adopted, would support consumption, offsetting some of these growth risks."
Fitch said that low inflation will provide space for one more 25bp cut in 2025. Falling food prices and policy actions by the Reserve Bank of India (RBI) have kept inflation contained. Core inflation is stable around the 4% mid-point of the RBI's 2%-6% target band. Headline inflation fell to 1.6% in July, driven primarily by easing food prices. The RBI cut its policy repo rate 100bp to 5.5% between February and June 2025.
Credit growth slowed to 9.0% in May from 19.8% a year earlier due to high policy rates and tighter macroprudential measures on unsecured consumer credit.
However, we expect credit growth to pick up on the monetary easing, it added.
*_Medium-Term Outlook_*
Fitch estimates potential GDP growth of 6.4%, led by strong public capex, a private investment pick-up and favourable demographics. "We assume healthy corporate and bank balance sheets will spur an investment acceleration, but this may depend on better visibility over the domestic consumption outlook."
"The government's deregulation agenda and GST reforms should support incremental growth. Passage of other significant reforms, especially on land and labour laws, seems politically difficult. Still, some state governments are likely to advance such reforms. India has signed several bilateral trade agreements, but trade barriers remain relatively high."
*_Fiscal Credibility Improving_*
The agency said, strong revenue growth and reductions in subsidy spending drove consolidation even as capex spending rose steadily to 3.2% of GDP in FY24 from around 1.5% in FY19, which should help reduce infrastructure gaps and boost potential growth.
In recent years, the central government (CG) has bolstered fiscal transparency, enhanced spending quality, and demonstrated commitment to a path of steady, though gradual, fiscal consolidation by achieving or outperforming budget targets. The CG deficit fell to 4.8% of GDP in FY25 from 5.5% in FY24 and a peak of 9.2% in FY21.
*_Modest Deficit Reduction Forecast_*
Fitch has forecast the CG deficit to decline to 4.4% of GDP in FY26, meeting the FY22 budget objective of reaching a 4.5% deficit in FY26. Revenue may underperform as nominal GDP growth slows, but we think spending will be managed to reach the target, it said.
By: via AlliesFinServe #StockMarket #Bharat Telegram.me/AlliesFin
AlliesFinServe #StockMarket #Bharat Telegram.me/AlliesFin's Post
India Daybook Stocks in News
*Signpost India:* Company announced a 9-year exclusive contract with Bangalore Metro Rail for advertising rights across 67 Namma Metro stations, with a revenue potential up to ₹700 crore. (Positive)
*ONGC:* Company begins Chhinnewala Tibba gas sales in RKOEA Q2 FY2025-26. (Positive)
*Protean eGov:* Company received a work order from UIDAI for establishing and running District Level Aadhaar Seva Kendra (ASK) services. The order is valued at approximately ₹1160 Crores (Positive)
*IRB Infrastructure:* Subsidiary has received a Provisional Completion Certificate for its Gandeva to Ena section of the Vadodara-Mumbai Expressway. (Positive)
*Shree Refrigerators:* Company received an Rs 106.6 crore defence order from Hindustan Shipyard. (Positive)
*Tasty Bite Eatables:* Company to launch new product range under retail brand “CHEFFIN” (Positive)
*Colgate:* Company Launches “Cavity-Proof” Campaign For Strong Teeth, Showcasing Advanced Arginine + Calcium Boost Technology and Reinforcing Mothers’ Confidence In 24-Hour Cavity Protection. (Positive)
*PCS Technology:* Company Suit by State Bank of India against Company and IDBI Dismissed. (Positive)
*Aditya Birla Capital:* Company announced that the Reserve Bank of India (RBI) approved the appointments of Ms. Vishakha Mulye as Managing Director & CEO for 5 years (Positive)
*SONA BLW Precision Forgings Ltd:* Company received certification for 3 products under India’s PLI-Auto Scheme. (Positive)
*Indusind Bank:* Bank Appoints Rajiv Anand as Managing Director & CEO Effective Aug 25, 25025. (Neutral)
*JSW Infrastructure:* Moody's Changes JSW Infrastructure's Outlook to Positive and Confirms BA1 Ratings. (Neutral)
*Apex Ecotech Ltd:* Company announced the appointment of Ms. Vishakha as Company Secretary and Compliance Officer, effective August 25, 2025. (Neutral)
*Elitecon International:* Company issued a corrigendum to its EGM notice dated August 06, 2025. (Neutral)
*Sheetal Cool Products:* Company announced the reappointment of Mr. Bhupatbhai Bhuva, Mr. Dineshbhai Bhuva, and Mr. Sanjaybhai Bhuva as Whole Time Directors for five years. (Neutral)
*NHPC:* Commercial Operation Of Balance Of Karnisar Solar Power Project To Be Commissioned By Sept 30. (Neutral)
*Nazara Tech:* Company Approves GBP 1.26 Million Loan to UK Subsidiary, Approves Rs 1 billion Inter-Se Loans to Nazara UK. (Neutral)
*Standard Industries Limited:* Company announced the sale of its entire 9.64% stake in Duville Estates Private Limited at Rs 212 per share. (Neutral)
*Tata Communications:* Company Issues Rs 7 billion Commercial Paper (Neutral)
*Canara Bank:* Bank announced that Fitch Group affirmed its Long-Term Issuer Rating at ‘IND AAA’ with a Stable outlook. (Neutral)
*RBL Bank:* Board meets on Aug. 29 to consider a proposal for raising funds via qualified institutional placement and to consider issuance of debt securities. (Neutral)
*Mazagon Dock:* Company clarifies that there has been no negotiations with the Defence Ministry since January 2025 for the Rs 70,000 crore project. (Neutral)
*One 97 Communication:* Company to make an investment of up to Rs 300 crore in arm Paytm Money and Rs 155 crore in arm Paytm services via rights issue. (Neutral)
*Tata Motors:* NCLT sanctioned a composite scheme of arrangement among the company, TML Commercial Vehicles Ltd., and Tata Motors Passenger Vehicles Ltd. (Neutral)
*Nazara Tech:* Company grants an unsecured loan of up to Rs 15 crore to arm Nazara Technologies UK. (Neutral)
*Textile/Jewelry/Auto:* US Notifies Additional 25% Tariff on India from 12:01 am August 27. (Neutral)
List of securities included in short-term ASM Stage 1: Aditya Infotech. (Neutral)
List of securities excluded from short-term ASM: HBL Engineering, KRBL, Tilaknagar Industries, Asian Hotels (Neutral)
*Bajaj Steel:* Ex-Date Today, Dividend Rs 1.0/Sh (Neutral)
*Emami Paper:* Ex-Date Today, Dividend Rs 1.6/Sh (Neutral)
*Garware Technical Fibres:* Ex-Date Today, Dividend Rs 1.5/Sh (Neutral)
By: via AlliesFinServe #StockMarket #Bharat Telegram.me/AlliesFin
*Signpost India:* Company announced a 9-year exclusive contract with Bangalore Metro Rail for advertising rights across 67 Namma Metro stations, with a revenue potential up to ₹700 crore. (Positive)
*ONGC:* Company begins Chhinnewala Tibba gas sales in RKOEA Q2 FY2025-26. (Positive)
*Protean eGov:* Company received a work order from UIDAI for establishing and running District Level Aadhaar Seva Kendra (ASK) services. The order is valued at approximately ₹1160 Crores (Positive)
*IRB Infrastructure:* Subsidiary has received a Provisional Completion Certificate for its Gandeva to Ena section of the Vadodara-Mumbai Expressway. (Positive)
*Shree Refrigerators:* Company received an Rs 106.6 crore defence order from Hindustan Shipyard. (Positive)
*Tasty Bite Eatables:* Company to launch new product range under retail brand “CHEFFIN” (Positive)
*Colgate:* Company Launches “Cavity-Proof” Campaign For Strong Teeth, Showcasing Advanced Arginine + Calcium Boost Technology and Reinforcing Mothers’ Confidence In 24-Hour Cavity Protection. (Positive)
*PCS Technology:* Company Suit by State Bank of India against Company and IDBI Dismissed. (Positive)
*Aditya Birla Capital:* Company announced that the Reserve Bank of India (RBI) approved the appointments of Ms. Vishakha Mulye as Managing Director & CEO for 5 years (Positive)
*SONA BLW Precision Forgings Ltd:* Company received certification for 3 products under India’s PLI-Auto Scheme. (Positive)
*Indusind Bank:* Bank Appoints Rajiv Anand as Managing Director & CEO Effective Aug 25, 25025. (Neutral)
*JSW Infrastructure:* Moody's Changes JSW Infrastructure's Outlook to Positive and Confirms BA1 Ratings. (Neutral)
*Apex Ecotech Ltd:* Company announced the appointment of Ms. Vishakha as Company Secretary and Compliance Officer, effective August 25, 2025. (Neutral)
*Elitecon International:* Company issued a corrigendum to its EGM notice dated August 06, 2025. (Neutral)
*Sheetal Cool Products:* Company announced the reappointment of Mr. Bhupatbhai Bhuva, Mr. Dineshbhai Bhuva, and Mr. Sanjaybhai Bhuva as Whole Time Directors for five years. (Neutral)
*NHPC:* Commercial Operation Of Balance Of Karnisar Solar Power Project To Be Commissioned By Sept 30. (Neutral)
*Nazara Tech:* Company Approves GBP 1.26 Million Loan to UK Subsidiary, Approves Rs 1 billion Inter-Se Loans to Nazara UK. (Neutral)
*Standard Industries Limited:* Company announced the sale of its entire 9.64% stake in Duville Estates Private Limited at Rs 212 per share. (Neutral)
*Tata Communications:* Company Issues Rs 7 billion Commercial Paper (Neutral)
*Canara Bank:* Bank announced that Fitch Group affirmed its Long-Term Issuer Rating at ‘IND AAA’ with a Stable outlook. (Neutral)
*RBL Bank:* Board meets on Aug. 29 to consider a proposal for raising funds via qualified institutional placement and to consider issuance of debt securities. (Neutral)
*Mazagon Dock:* Company clarifies that there has been no negotiations with the Defence Ministry since January 2025 for the Rs 70,000 crore project. (Neutral)
*One 97 Communication:* Company to make an investment of up to Rs 300 crore in arm Paytm Money and Rs 155 crore in arm Paytm services via rights issue. (Neutral)
*Tata Motors:* NCLT sanctioned a composite scheme of arrangement among the company, TML Commercial Vehicles Ltd., and Tata Motors Passenger Vehicles Ltd. (Neutral)
*Nazara Tech:* Company grants an unsecured loan of up to Rs 15 crore to arm Nazara Technologies UK. (Neutral)
*Textile/Jewelry/Auto:* US Notifies Additional 25% Tariff on India from 12:01 am August 27. (Neutral)
List of securities included in short-term ASM Stage 1: Aditya Infotech. (Neutral)
List of securities excluded from short-term ASM: HBL Engineering, KRBL, Tilaknagar Industries, Asian Hotels (Neutral)
*Bajaj Steel:* Ex-Date Today, Dividend Rs 1.0/Sh (Neutral)
*Emami Paper:* Ex-Date Today, Dividend Rs 1.6/Sh (Neutral)
*Garware Technical Fibres:* Ex-Date Today, Dividend Rs 1.5/Sh (Neutral)
By: via AlliesFinServe #StockMarket #Bharat Telegram.me/AlliesFin
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