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Trigger: IRDAI’s draft insurance distribution reforms — proposed commission/expense changes could pressure Policybazaar’s take-rates and near-term economics. ⚠️

𝗟𝗼𝗼𝗸 𝗮𝘁 𝘁𝗵𝗲 𝘀𝗰𝗿𝗲𝗲𝗻:
- Policybazaar: -23%
- Max Financial: -11%
- L&T Finance: -7%
- HDFC Life: -6%
- ICICI Pru Life: -5%


𝗪𝗵𝘆 𝗶𝘀 𝘁𝗵𝗲 𝗿𝗲𝗮𝗰𝘁𝗶𝗼𝗻 𝘀𝗼 𝘃𝗶𝗼𝗹𝗲𝗻𝘁?

Because IRDAI isn't changing just one commission.

𝗜𝘁 𝗶𝘀 𝘁𝗮𝗿𝗴𝗲𝘁𝗶𝗻𝗴 𝘁𝗵𝗲 𝗲𝗻𝘁𝗶𝗿𝗲 𝗱𝗶𝘀𝘁𝗿𝗶𝗯𝘂𝘁𝗶𝗼𝗻 𝗺𝗮𝗰𝗵𝗶𝗻𝗲:

* Commission caps
* Expenses of Management
* Bancassurance
* Loan-linked insurance
* Digital lead generation
* Mis-selling incentives
* Disclosure
* Distributor structure

That touches a huge part of India's financial ecosystem.

𝗧𝗵𝗲𝗻 𝗰𝗼𝗺𝗲𝘀 𝗕𝗔𝗡𝗞𝗦 + 𝗡𝗕𝗙𝗖𝘀.

IRDAI proposes prohibiting compulsory insurance bundling with loans.

𝙀𝙭𝙖𝙢𝙥𝙡𝙚:

Home loan
+
Credit-life insurance

Car loan
+
Insurance

Personal loan
+
Insurance

could no longer simply be pushed as one compulsory package.

Customers would get more freedom to choose.

𝙄𝙍𝘿𝘼𝙄 𝙖𝙡𝙨𝙤 𝙥𝙧𝙤𝙥𝙤𝙨𝙚𝙨 𝙨𝙩𝙤𝙥𝙥𝙞𝙣𝙜 𝙫𝙤𝙡𝙪𝙢𝙚/𝙧𝙚𝙬𝙖𝙧𝙙-𝙡𝙞𝙣𝙠𝙚𝙙 𝙞𝙣𝙘𝙚𝙣𝙩𝙞𝙫𝙚𝙨 𝙛𝙤𝙧 𝙗𝙖𝙣𝙠 𝙖𝙣𝙙 𝙉𝘽𝙁𝘾 𝙚𝙢𝙥𝙡𝙤𝙮𝙚𝙚𝙨 𝙨𝙚𝙡𝙡𝙞𝙣𝙜 𝙞𝙣𝙨𝙪𝙧𝙖𝙣𝙘𝙚.

This helps explain why the shock is spreading beyond pure insurers.
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ONLY 11 NIFTY 50 COMPANIES SURVIVED FROM 1996 TO 2026!📊

NIFTY 50 was launched in April 1996.

Out of the original 50 companies, only these 11 are still part of the index:

Reliance Industries
HDFC Bank
ICICI Bank
State Bank of India
Larsen & Toubro
ITC
Hindustan Unilever
Tata Steel
Hindalco Industries
Bajaj Auto
Tata Motors Passenger Vehicles

30 Years. Multiple Bull & Bear Markets. Same 11 Names.

Bookmark It 🔖
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https://x.com/CNBCTV18Live/status/2098296047076626711
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🇮🇳India Daybook Stocks in News

*Enviro Infra:* Company’s arm gets ₹224.19 cr LoI from Tata Power Renewable Energy for wind EPC project. (Positive)

*Dilip Buildcon:* Company has received LoI for Paradip–Raipur LPG pipeline authorization. (Positive)

*Adani Ports:* Company received a Letter of Award (LoA) for development and operation of two dry bulk berths at Paradip Port, Odisha, adding 18 MMT capacity under a 30-year Build-Operate-Transfer (BOT) concession. (Positive)

*GPT Infraprojects:* Company’s wholly owned subsidiary Alcon Builders & Engineers secured a Rs. 114.82 crore contract from Northeast Frontier Railway for signalling works, including Electronic Interlocking at 10 railway stations, with an execution period of 730 days. (Positive)

*Innovision:* Company secured two Letters of Award (LoAs) from NHAI to operate three toll plazas in Madhya Pradesh, with total commercial consideration of Rs. 243.60 crore and a tenure of one year; scope includes user fee collection and maintenance of adjacent toilet blocks. (Positive)

*Focus Lighting:* Company received a Rs. 10–17 crore order from Larsen & Toubro’s Construction Division for manufacturing and supplying street lighting poles and related works across Northern India. (Positive)

*Seamec:* Vessel Samudra Sevak arrived in Mumbai after emergency dry docking and will return to operations after completing regulatory compliances. (Positive)

*Ganesh Consumer Products:* Company’s Board approved land purchase in Assam for business expansion. (Positive)

*Coal India:* Subsidiary NCL saw production rise 67% and supplies increase 75% as the monsoon receded; FY27 production stood at 51.43 MT and supplies at 55 MT as of September 8. (Positive)

*Keystone Realtors:* Company jointly incorporated LLP One Landmark House LLP with a 50% profit-sharing ratio for real estate business. (Positive)

*IRB Infrastructure Developers:* Group toll revenue increased 25% YoY to Rs. 807.4 crore in August 2026 vs Rs. 646.2 crore. (Positive)

*Shakti Pumps:* Company received a Rs. 235.92 crore order from MSEDCL for the supply of 10,000 solar pumps in Maharashtra. (Positive)

*Jindal Stainless:* JSL Overseas Holding bought 6,41,817 shares. (Positive)

*Graphite India:* HRTI bought 1.80 lakh shares at Rs 843.06 per share. (Positive)

*Cupid:* Aditya Kumar Halwasiya acquires 15 lakh equity shares through open market transaction. (Positive)

*LTM:* Company collaborates with IBM and Red Hat on Lightwell. (Positive)

*Parag Milk:* Company has launched Avvatar Popped Protein Chips (Positive)

*Banking Stocks:* Moody's: See India banks' LCR to rise above 130% in the near term (FCNR Impact) (Positive)

*NATCO Pharma:* Company proposed a rights issue and filed the Draft Letter of Offer with the stock exchanges. (Neutral)

*Neueon Corporation:* Company’s Board withdrew the Rs. 150.79 crore rights issue proposal due to a change in the funding timeline. (Neutral)

*Central Bank of India:* Bank unions announced strikes on September 11 and September 28–30, followed by an indefinite strike from October 26. (Neutral)

*AU Small Finance Bank:* RBI approved ICICI Prudential AMC to acquire up to 9.95% stake in the Bank. (Neutral)

*Wipro:* Company launched a CISO Command Center in collaboration with CrowdStrike for AI-native cybersecurity operations. (Neutral)

*Union Bank of India:* Bank’s operations may be impacted by union strikes on September 11, September 28–30 and an indefinite strike from October 26. (Neutral)

*Gujarat Ambuja Exports:* Company plans to invest Rs. 333 crore to set up an 850 TPD greenfield corn wet milling plant at Hubli, Karnataka, and targets overall corn wet milling capacity of 9,000 TPD by 2030. (Neutral)

*Maithan Alloys:* Company acquired a 0.33% stake comprising 3,82,200 shares in ESDS Software Solution for Rs. 45.52 crore on September 8, 2026. (Neutral)
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*🌹🇮🇳India Daybook – Stocks in News*

*Alkem Lab:* Company has launched Renocia Exo hair growth serum. (Positive)

*Innovision:* Company bags Order Worth ₹219 Cr from NHAI for Toll Collection & Facility Maintenance on NH-3 in Madhya Pradesh. (Positive)

*Enviro Infra:* Company bags EPC Order worth ₹190 Cr from Tata Power Renewable Energy for Development of 180 MW Wind Power Project at Parli, Maharashtra (Positive)

*HCL Tech:* Company launches advanced semiconductor lab with ₹185 cr investment. (Positive)

*Maruti Suzuki:* Company eyes Brazil export for Flex-Fuel Wagon R amid weak India sales. (Positive)

*Gennex Laboratories:* Company’s subsidiary Deccan Remedies received Andhra Pradesh drug licence approval for additional products. (Positive)

*Great Eastern Shipping:* Company contracted to acquire a 2019-built Kamsarmax dry bulk carrier with 81,609 DWT capacity, expected to join the fleet in Q3 FY27. (Positive)

*Fermenta Biotech:* Company signed an exclusive licence agreement with VIT Vellore for Vitamin B12 fortification technology for fermented foods. (Positive)

*Indo Borax and Chemicals:* Company expects FY27 revenue of Rs. 250–260 crore with a 20% EBITDA margin; targets 1,500 tonnes DOT volume and plans Rs. 50 crore capex over 2–3 years. (Positive)

*Diamines & Chemicals:* Company received renewal of its PESO licence to store ammonia at its Vadodara manufacturing unit, valid until September 30, 2031. (Positive)

*Hazoor Multi Projects:* Company secured a Rs. 41.98 crore NHAI contract for one-year user fee collection and toilet maintenance at H. Pudhupatti Fee Plaza in Tamil Nadu. (Positive)

*Deep Industries:* Company secured an Rs. 88.15 crore Letter of Award from ONGC for gas compression services at Balol GGS-1, Mehsana Asset, with a contract tenure of three years. (Positive)

*Bank of Baroda:* Company launched its credit card portfolio in partnership with Mastercard. (Positive)

*Ritco Logistics:* Company secured Rs. 388 crore of new business in August. (Positive)

*Laxmi Organic:* Company appoints Harshvardhan Goenka as MD & CEO of the Co w.e.f. November 14, 2026 For 5 Yrs. (Positive)

*Paytm, Pine Labs:* PM calls for expanding UPI across countries. (Positive)

*Berger Paints:* Promoter buying, AP plant operations start. (Positive)

*Bank Baroda:* The bank plans to divest up to 76,90,375 NSE shares, equivalent to 35% of its holding. (Positive)

*NLC India:* NIRL has received a Letter of Award (LoA) from SJVN Ltd for development of a 200 MW wind power project. (Positive)

*KP Energy:* Company has received LOI from Emmvee Energy for a 42 MW wind-solar hybrid power project under the group captive model in Karnataka. (Positive)

*Eureka Forbes;* CRISIL upgraded Eureka Forbes' corporate credit rating to AA/Stable from AA-/Positive on September 8, 2026. (Positive)

*Texmaco Infrastructure:* KJ Trust bought 7.40 lakh shares at Rs. 119.86 per share. (Positive)

*Deepak Fertilisers:* Irage Broking Services LLP bought 2.78 lakh shares at Rs. 201.76 per share. (Positive)

*HEG/Graphite:* GrafTech announces 30% graphite electrode price increase. (Positive)

*Hind Copper:* Copper prices make new high (Positive)

*HMA Agro:* Company approves 100% divestment of equity in arm FNS Agro Foods (Neutral)

*Biocon:* True North entity to sell shares in Biocon, Biocon Block floor price likely at Rs 385 per share. (Neutral)

*Sanofi:* Company's petition to quash criminal proceedings dismissed by Supreme Court. (Neutral)

*Raymond:* Board Approves Fund Raise of Up To ₹214.71 Cr via Issuance of Warrants (Neutral)

*Avenue Supermarts:* Company allots commercial paper worth ₹300 cr. (Neutral)

*PVR Inox:* Company opens 3 new screens in Bengaluru. (Neutral)

*Tata Communications:* South Africa-based indirect subsidiary Kaleyra Africa dissolved. (Neutral)

*Uno Minda:* Company to consider fund raising via NCDs on Sept 14. (Neutral)

*Sri Lotus Developers:* Promoter may sell up to 2% equity shares. (Neutral)

*Reliance:* Company plans $1.3 billion bond in first sale since 2023 (Neutral)
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News Headlines from Business News Agencies :

Business Standard :

📝 Govt's initial nod for ₹1.1 trillion defence buys; 98% from Indian cos

📝 Centre to open applications for ₹37,500-cr coal gasification scheme

📝 Coal ministry steps up supplies as rake loading rises 20% in four days

📝 Novartis India buys Minipress brands from Pfizer for ₹1,250 crore

📝 LNG prices surge to multiyear highs as West Asia war squeezes supplies

📝 SC rejects Centre plea to revive ₹363 cr GST demand against Vodafone Idea

📝 India's battery industry to generate up to 2 mn jobs by FY30: Adecco India

📝 Air India's new CEO Gebremariam seeks staff support to minimise disruptions

📝 Minda Corp sets ₹1,500 cr export target, eyes growth in EVs, electronics

📝 RBI withdraws over ₹6 trillion of bank liquidity after record spike

📝 Maruti Suzuki to hike prices of select models by up to ₹20,000 in September

📝 Auto retail sales hit record in Aug at 2.42 mn units, rise 18%: Fada


Economic Times : 

📝 India's growth seen above 7% in FY27 as investment, exports take centre stage: Report

📝 Udaan to acquire Swiggy-owned retail distribution company Lynk Logistics

📝 RBL Bank to raise up to USD 1 bn from overseas investors

📝 Blue Machines AI unveils speech-to-text model built for India's BFSI sector

📝 Bank of Maharashtra, Canara Bank eye dollar debt issuance this month, bankers say

📝 Arnya Realestates, Casagrand Premier to raise Rs 750 cr equity fund

📝 Deutsche Bank sees ECB rates rising to 2.75% as energy risks persist

📝 Orris Infrastructure and Godrej Properties settles dispute over Gurugram project

📝 Fairfax to exit IIFL Finance before likely IDBI Bank deal; Blackstone emerges as suitor

📝 ADB signs first Transaction Advisory Pact in India to mobilise $1 billion for green energy projects

📝 Jindal Stainless signs pact with Japan's JFE Steel to boost ferritic stainless steel manufacturing

📝 Asian Paints names former JPMorgan exec Leo Puri as next chairman

📝 PVR INOX says preliminary probe found no evidence of kickbacks, disputes account of senior executive’s exit


Mint :

📝 India's Haircare market is turning professional, and CCIGMAA Lifestyle Pvt Ltd.

📝 L&T plans to raise up to ₹500 crore via tokenized bonds after REC's success

📝 HRV Pharma bets ₹150 crore on peptides, high-potency oncology APIs

📝 Tata Motors’ JLR aims to reduce costs by ₹21,700 crore by laying off 4,000 jobs

📝 HerSpace raises $50 million to expand worker housing

📝 AI may accelerate anti-competitive practices in digital markets: CCI chief

📝 Tata Cap Healthcare to up exits via IPOs for new ₹2,500 cr fund

📝 Fuel prices at record Labour Day high in US thanks to Iran War and refinery issues

📝 Nua raises $50 million Series C from Peak XV, Filter Capital

📝 CaratLane looks beyond affordable jewellery to drive growth
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*JAPAN’S CREDIT RATING AGENCY UPGRADES INDIA’S SOVEREIGN RATING*

🇮🇳 Japanese Credit Rating Agency (JCRA) has upgraded India’s sovereign rating from BBB+ to A-, signalling stronger confidence in India’s economic fundamentals and creditworthiness.
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India Daybook ~ Stocks in News

Mphasis: Company & TechnoPro Holdings sign strategic agreement to accelerate AI-led enterprise transformation in Japan. (Positive)

EMS: Company receives L-1 bidder status award for order worth ₹219 Cr (Positive)

ARSS Infrastructure: Company received Rs 130.5 crore railway ROB construction order from East Coast Railway involving three road over bridges between Kaipada Road-Tapang and Balugaon-Chilika sections under Khurda Road Division. (Positive)

JSW Energy: CARE reaffirmed and upgraded long-term ratings for JSW Energy subsidiaries on August 31, 2026. (Positive)

Shiprocket: Goldman Sachs FDS Goldman Sachs India EQ Portfolio bought 40.24 lakh shares at Rs 131 per share. (Positive)

UDS: SIS Limited bought 5.25 lakh shares at Rs 216.37 per share. (Positive)

Alembic: Nirayu Private Limited bought 2,16,969 shares. (Positive)

Voltas: Qatar Court of Cassation dismissed OHL International Spain and Contrack Cyprus' appeal, upholding the earlier order directing payment of outstanding dues and compensation to the Kentz-Voltas consortium and return of bank guarantees. (Positive)

Gujarat Themis Biosyn: Board approved preferential issue of 82.1 lakh shares at Rs 408 per share, raising up to Rs 335 crore. (Positive)

Antelopus Selan Energy: Company has received government approval for the award of two onshore DSF Round-IV contract areas in the Krishna Godavari Basin, Andhra Pradesh, and Cambay Basin, Gujarat. (Positive)

Thomas Cook: Company has opened an outlet in Manapakkam, Chennai, taking its presence in the city to 10 locations. (Positive)

L&T Finance: Comapny gets IRDAI Corporate Agent Registration. (Positive)

Fineotex Chemical: Arm FZE Co incorporates Fineotex Holding in USA. (Positive)

NMDC: Provisional iron ore sales at 3.58 Mt vs 3.39 Mt, up 5.6% YoY (Positive)

Welspun Corp: Company & Perma-Pipe International Holdings sign MoU with Govt of Jordan. (Positive)

Tata Chemicals: A CSIR-CSMCRI study found the Mithapur ecosystem to be healthy and biodiverse. (Positive)

Wipro: Company renewed its digital workplace services contract with ABB for global operations. (Positive)

Route Mobile: Colombian arm appoints Marko Erkic as CEO. (Positive)

Saatvik Solar Industries: Company applied for Ministry of New and Renewable Energy (MNRE) ALMM List-II enlistment for its proposed 2.4 GW solar cell manufacturing facility in Ganjam, Odisha, which will produce high-efficiency N-TOPCon G12R solar cells. (Positive)

Galaxy Agrico Exports: Company secured an order worth approximately Rs. 10 crore from Shrynax Trading for the supply of paddy, maize, wheat, bajra, tur and moong. (Positive)

Gland Pharma: US Food and Drug Administration (USFDA) completed a Good Manufacturing Practices (GMP) inspection at the Company’s VSEZ facilities in Visakhapatnam with zero Form 483 observations. (Positive)

Antelopus Selan Energy: Government approved the award of two onshore oil and gas contract areas under DSF Bid Round-IV, covering the KG Basin in Andhra Pradesh and Cambay Basin in Gujarat, subject to execution of Revenue Sharing Contracts (RSCs). (Positive)

Aptech: Company secured a Rs. 5.66 crore training order from an autonomous body under a state government, with training scheduled to commence from Q3 FY27. (Positive)

Adani Green Energy: Company operationalized a 139 MW solar power project at Khavda, Gujarat, taking total operational renewable capacity to 20,280.80 MW and Battery Energy Storage System (BESS) capacity to 3,551 MWh. (Positive)

Sattrix Information Security: Company received orders aggregating Rs. 18.17 crore. (Positive)

Blue Cloud Softech Solutions: Company’s Board approved an extension of the Annual General Meeting (AGM) to complete the valuation process for the proposed CareTech AI acquisition. (Neutral)

SAIL: Company accelerated its Rs. 15,000 crore FY27 capital expenditure plan, targeting 35 MTPA capacity by 2031 and commercialisation of hydrogen-based Direct Reduced Iron (DRI) technology. (Neutral)
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News Headlines from Business News Agencies:

Business Standard

📝 India's engineering R&D revenue may cross $100 bn by 2030: Nasscom
📝 IT services hiring demand hits 18-month high in September: Xpheno
📝 Green SM leases 1,050 EV parking bays in Greater Noida for ₹15.5 cr
📝 Royal Enfield sales rise 11% to 126K units in Aug on strong domestic demand
📝 India, Zambia resume talks on copper, critical mineral investments
📝 CPP Investments commits up to ₹2,070 crore to NIIF Infrastructure Fund II
📝 Reliance Consumer Products enters ice-cream market with Bombay Creamery
📝 Lloyds Realty plans ₹1,935 crore redevelopment project in Goregaon
📝 UPI sets new record at 24.51 bn transactions in Aug, value at ₹29.82 trn
📝 RBI appoints Suman Ray as executive director with effect from September 1
📝 VinFast suspends plans to make some EVs in India, reassesses costs
📝 Tata Motors gains PV market share as non-EV sales rise, EVs rebound

Economic Times  

📝 RBI intervention, dollar flows push Indian rupee to two-month peak
📝 Only 22% companies have scaled AI across business units: Report
📝 Petrol, diesel sales soar on erratic monsoon rains, LPG demand shifts to piped gas
📝 India's installed power capacity projected to surpass 2,000 GW by 2047
📝 Sumadhura Group to develop 1.2 million sq. ft. of warehousing space in Chennai
📝 BookMyShow Live bets big on India’s concert boom with Stageco gear
📝 HDFC Bank CEO Jagdishan’s refusal to overhaul bank fueled surprise exit as chairman pushed for changes
📝 Indian pilots’ body warns Noel Tata over Air India exodus, flags safety concerns
📝 Sugar dealers’ stock limit cut to 2,000 quintals from September 15
📝 Hines, Conscient’s Elevate Homes ink ₹4,000 crore Gurugram housing deal
📝 Kepler Aerospace raises $8 million in seed round led by Blue Ashva Capital
📝 India's power consumption rises nearly 13% to 169 billion units in August

Mint

📝 GST collections rise 14.8% to ₹1.99 trillion in August; refunds jump 68%
📝 Centre slashes sugar dealers’ stock limit to 2,000 quintals from 15 September
📝 UBL expects premium beer to grow 3x faster than market
📝 Oil companies set for earnings recovery in Q2 despite uncertainty
📝 Reliance enters India’s ice cream market
📝 Sun Pharma inks drug pricing deal with US government
📝 CCPA flags 5,008 Eureka Forbes complaints about service lapses, deceptive claims
📝 Indian Bank to open 100 new branches and hire 2,500 employees this fiscal
📝 IPO-bound Parle Products appoints former PepsiCo executive George Kovoor as CEO
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Axiit Shah
63 64 Anuja Manek Nagar,
OM Shanti Junction,
Chandavarkar lane,
Borivali West,
Mumbai 400092
Mobile 9869958999
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🇮🇳India Daybook – Stocks in News

HG Infra Engineering: Company receives LOI from REC Power Development and Consultancy for construction of 2 Substations in Uttar Pradesh. (Positive)

Minda Corp: Minda Instruments gets govt nod to manufacture display modules under ECMS (Electronics Components Manufacturing Scheme). (Positive)

RailTel: Company gets work order from EPFO worth ₹166 cr. (Positive)

EMS: Company receives H-1 bidder award from National Highways Authority of India (NHAI) for ₹422.18 cr. (Positive)

Prism Johnson: 10-year coal linkage order win. (Positive)

L&T, J Kumar Infra, NCC, Titagarh Rail: Maharashtra Government approves Rs 17,725 cr Metro Line 13 and Rs 10,502 cr Pune Ring Road extension. (Positive)

City Gas Distribution companies: Government approves incentive scheme to boost domestic PNG connections. (Positive)

Cupid: Promoter Aditya Kumar Halwasiya acquired 8.03 lakh shares (0.06%) through the open market. (Positive)

Omaxe: Company received Punjab RERA registration for the PDA Omaxe City Commercial projectahead of its scheduled launch on 19 August 2026. (Positive)

PC Jeweller: Company repaid all outstanding debt of one more consortium bank, taking the total to 8 of 14 banks fully repaid, with over 96% of the remaining debt also discharged. (Positive)

Atlanta Electricals: Company bags ₹194 crore APTRANSCO order for 12 auto transformers. (Positive)

L&T Tech: Company signs 5-year Intl Agmt worth Over $75 m For Digital Engg Services (Positive)

ESAF Small Finance Bank: Bank’s Tier II Bonds rating was upgraded by Brickwork Ratings to BWR A-/Stable from BWR BBB+/Stable. (Positive)

PCBL Chemical: Company received ECMS approval for its Acetylene Black project involving an investment of approximately Rs. 329 crore. (Positive)

Globus Spirits: Company received complete relief in appeals for AY 2014-15, 2015-16 and 2016-17, covering total additions of Rs 6.35 crore; the appeal for the remaining period is still ongoing. (Positive)

Infosys: Company collaborated with Knorr-Bremse to accelerate AI-enabled enterprise transformation, focusing on modernising IT infrastructure and improving operational efficiency. (Positive)

Refex Industries: Company secured a Rs. 40.42 crore rate contract for ash transportation from a Maharashtra-based entity. (Positive)

Zaggle Prepaid: Vijay Kedia entity acquired 20lk shares (Positive)

ONGC: Company commissioned Khoraghat Gas Evacuation Facility, connecting it to the North East Gas Grid. (Positive)

Exide Industries: Company invested Rs. 200 crore in wholly owned subsidiary Exide Energy Solutions, taking total investment to Rs. 5,102 crore. (Neutral)

Balkrishna Industries: Company Finance Committee approved issuance of Rs. 550 crore NCDs. (Neutral)

EFC (I): Company Board approved preferential issue of 19.99 lakh equity shares at Rs. 270 per share, aggregating Rs. 54 crore. (Neutral)

Shilpa Medicare: Company initiated voluntary Class II recall of 27,923 vials of a chemotherapy drug in the US. (Neutral)

Bharat Petroleum Corporation: Company Board approved fund raise of up to Rs. 5,000 crore via NCDs. (Neutral)

Federal Bank: Company will consider raising up to $500 million through foreign currency debt. (Neutral)

Hindustan Zinc: Company increased renewable power consumption to 22% and targeted 70% by FY28. (Neutral)

Sammaan Capital: Company stated that it received a clean chit from all probe agencies and clarified that there were no ED allegations against the Company, with allegations pertaining only to the ex-promoter. (Neutral)

One MobiKwik Systems: Company completed the transfer of its entire digital lending business (LSP) and associated employees to wholly owned subsidiary MobiKwik Distribution Services. (Neutral)

Jolly Plastic Industries: Company changed its name to Sahaj Digital, effective August 17, 2026, along with amendments to its Memorandum of Association reflecting its new business activities. (Neutral)

HLE Glascoat: Company made an additional investment in wholly owned subsidiary HLE International S.a.r.l., Luxembourg. (Neutral)
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News Headlines from Business News Agencies :

Business Standard :

📝 India's real estate resilient amid W Asia crisis, demand healthy: CareEdge

📝 Two-wheeler exports seen rising up to 20% as Africa demand recovers: Ind-Ra

📝 US financial services firm Charles Schwab sets up GCC in Hyderabad

📝 ₹143-crore deal: Mahindra Lifespaces to redevelop nine Chembur buildings

📝 HUL moves Delhi HC against Beco parent over Surf Excel, Vim ad campaign

📝 CtrlS raises ₹250 cr from entrepenuers Nikhil Kamath, Sreeram Reddy Vanga

📝 Abu Dhabi, MakeMyTrip offer UAE visa fee waiver to Indian travellers

📝 Vedanta invests over $1 billion in net-zero transition initiatives in FY26

📝 Tiger Global-backed Upstox begins talks for potential $400 million IPO

📝 India replaces Indonesia as Asia's least-preferred stock market: BofA poll

📝 CCI revises commitment rules as Google, IndiGo proposals await decision

📝 Hospital room-rate cap may hurt healthcare expansion, warns industry


Economic Times :*  

📝 Indian, US fuel exporters reaping bonanza amid oil supply uncertainty due to wars

📝 Cabinet approves one highway and four railway multi-tracking projects

📝 India's agro-chemical companies seek data protection law to expedite farm innovation

📝 Hyundai cars to get costlier from September as automaker hikes prices by up to 1%

📝 India's July crude oil imports rise over 9% month-on-month

📝 Escorts Kubota announces Rs 2,000 cr investment on new plant in UP

📝 3PL firms emerge as largest occupiers of India’s warehousing space

📝 Exicom makes India’s first liquid-cooled EV charger modules

📝 Samsung hikes chipmaking prices by up to 15% on demand spike

📝 IDFC First Bank raises $500 million through maiden overseas bond issue

📝 Alphabet raises $3.9 billion in inaugural Australian dollar bond

📝 Indian Bank raises $400 million for four years

📝 ITC Hotels evaluates Dubai, other overseas markets for luxury hotel expansion


Mint :

📝 Govt to offer city gas distributers 200 scm extra gas to push household PNG

📝 Sebi asks brokers to accept orders in first five minutes of closing auction

📝 Anthropic may raise credit line above $10 billion ahead of IPO

📝 SBI to revise basic savings account cash withdrawal charges from October 1

📝 Global government bond yields stabilize ahead of Fed minutes

📝 SEBI eases mutual fund registration but tightens checks on new AMCs

📝 Siguler Guff raises $500 mn to target India's mid-market companies

📝 NMDC faces twin challenges of weaker offtake and prices after muted Q1

📝 Indiabulls says EOW status report does not mention any wrongdoing

📝 NCLT to rehear bankruptcy petitions against SpiceJet after settlement

📝 KKR picks minority stake in BookMyShow
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Thyrocare Block Deal: ₹1,000 cr stake sale; 1.5 crore shares at ₹630-631 floor price

Tenneco Clean Air Block Deal: Promoter Tenneco Mauritius to sell 8% stake at ₹515/share
_____
Technically

Nifty 50 formed a sizable bearish candle with a minor lower shadow on the daily charts, indicating selling pressure amid range-bound trading. It fell marginally below the 23.6 percent Fibonacci retracement of the recent sharp rally but still traded well above all key moving averages. RSI fell to 56.1 and witnessed a bearish crossover, while the MACD inclined downward towards the signal line and the green bar on the histogram faded for the fourth consecutive session, all of which indicated a moderation in momentum and weakening buying strength.

Bank Nifty formed a bearish candle with a long lower shadow on the daily timeframe, indicating that buying interest emerged at lower levels. The index took support at the 50 percent Fibonacci retracement of the recent rally from the July low, as well as the 50-day EMA, and recovered from those levels to close off the day’s low with a 0.42 percent loss. The index closed below its short-term moving averages but remained above its medium- and long-term moving averages. The RSI declined to 49.95 and witnessed a negative crossover, while the MACD showed a bearish crossover, with the histogram turning red for the first time in the last five sessions. All these indicators point to a moderation in momentum and a shift towards sideways-to-bearish bias in the near term, although the recovery from key support levels suggests that buying interest remains at lower levels.
_____
F&O Cues

Nifty Aug futures is down 0.55% at a premium of 53 points.

Nifty Options 18th Aug Expiry: Maximum Call OI at 25,000 and Maximum Put OI at 24,000.  
                            
Securities in ban: Bandhan Bank, SAIL

Nifty PCR increased to 1.00 from 0.99.

India VIX fell 3.18 percent to 11.85 and remained below its short-term moving averages since July 27, signalling support for the bulls and low uncertainty in the market.
_____
Earnings Today

63 Moons Technologies, Abbott India, AIA Engineering, Apollo Hospitals, Arvind, Astral, Bliss GVS Pharma, Caplin Point Laboratories, DCX Systems, Dev Accelerator, EID Parry India, EMS, Eureka Forbes, Fiem Industries, Gujarat Fluorochemicals, GIC, Globe Civil Projects, GMR Airports, Gujarat Pipavav Port, Grasim Industries, GSFC, Hindustan Aeronautics, H.G. Infra, Hindustan Oil Exploration Company, Hindware Home Innovation, Hi-Tech Pipes, Indo Count Industries, India Glycols, Indian Hume Pipe Company, Indiqube Spaces, IRCON International, IRCTC, Jagran Prakashan, Jyothy Labs, Kirloskar Industries, La Opala RG, Man Infraconstruction, Marksans Pharma, MIDHANI, Motisons Jewellers, MTNL, National Fertilizers, Petronet LNG, Religare Enterprises, Sansera Engineering, Scoda Tubes, Shalby, Shringar House of Mangalsutra, Shriram Properties, SKF India, Somany Ceramics, Sudarshan Chemical Industries, Sun TV Network, Tasty Bite Eatables, Titagarh Rail Systems, Tata Motors, Vadilal Industries, Vesuvius India, VIP Industries, VA Tech Wabag, West Coast Paper Mills, Yatra Online.
_____
Earnings Post Market Hours

IFCI (Q1 FY27, Consolidated YoY)
Total income down 19.6% to Rs. 358 crore versus Rs. 445 crore.
Net profit down 16% to Rs. 33.5 crore versus Rs. 39.9 crore.


RHI Magnesita India (Q1 FY27, Consolidated YoY)
Revenue up 5.6% to Rs. 1,014 crore versus Rs. 960 crore.
EBITDA up 34.9% to Rs. 137.5 crore versus Rs. 101.9 crore.
EBITDA margin at 13.6% versus 10.6%.
Net profit up 83% to Rs. 64.6 crore versus Rs. 35.3 crore.

S.P. Apparels (Q1 FY27, Consolidated YoY)
Revenue down 0.6% to Rs. 401.1 crore versus Rs. 403.4 crore.
EBITDA up 16.1% to Rs. 61.4 crore versus Rs. 52.9 crore.
EBITDA margin at 15.3% versus 13.1%.
Net profit up 20.3% to Rs. 24.9 crore versus Rs. 20.7 crore.
Final dividend of Rs. 3 per share approved for FY26.
Approves stock split of 1 share into 5 shares.
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Stocks To Watch

JSW Dulux reported a 12.42% YoY decline in net profit to ₹79.7 crore for Q1CFY. Revenue declined 2.8% YoY to ₹965 crore.

Manappuram Finance reported net profit of ₹584.5 crore for Q1CFY, compared with ₹138.3 crore YoY. NII rose 28.1% YoY to ₹1,723.8 crore.

RHI Magnesita India reported an 83.2% YoY rise in consolidated net profit to ₹64.6 crore for Q1CFY, as margins improved despite higher input costs and pricing pressure. Revenue rose 5.6% YoY to ₹1,014 crore.

NBCC (India) reported a 17.2% YoY rise in net profit to ₹154.8 crore for Q1CFY, even as revenue declined 6% YoY to ₹2,259.5 crore.

Larsen & Toubro has entered into agreements with its wholly owned subsidiary Vyoma.AI Limited to transfer its Data Center and Cloud Services Business for ₹1,400 crore and divest its entire stake in L&T Network Services Private Ltd (LTNSPL) for ₹30 crore.

Electric 2W auto stocks (TVS Motor, Bajaj Auto, Hero MotoCorp, Ola Electric and Ather Energy) would be in focus after the government approved an additional ₹1,000 crore for electric 2Ws under its incentive framework, with benefits for the segment extended until March 2028.

HG Infra Engineering has received a LoA from the Department of Skill, Employment & Entrepreneurship, Government of Rajasthan, for the operation and management of the Industrial Training Institute (ITI) Bhiwadi Cluster under Component-I of the Pradhan Mantri Skilling and Employability Transformation through Upgraded ITIs (PM-SETU).

Clean Max Enviro Energy Solutions will issue a corporate guarantee of Rs. 92 crore for its subsidiary.

Landmark Cars signs an MoU with Tecso Charge Zone to offer wallet credits and other customer benefits.

Grasim Industries commences commercial production at its 50,000 MTPA CPVC resin plant in Gujarat.

Firstsource Solutions enters into a partnership with Cresta to deliver AI technology solutions.

GMR Power & Urban Infra board will consider raising up to Rs. 3,000 crore via QIP, bonds and other instruments on August 14.

Avenue Supermarts allots commercial paper worth Rs. 300 crore.

Natco Pharma board will consider fundraising via equity issuance on August 14.

Prestige Estates: CPPIB to invest up to Rs. 3,000 crore in Prestige Hospitality and acquire up to 28% stake.

Zydus Lifesciences arm Sentynl enters a pact with Mereo BioPharma for commercial and manufacturing rights of Alvelestat; Mereo eligible for up to USD 40 million under the agreement.

BEML receives a Rs. 184 crore order from HAL to supply Light Combat Helicopter fuselage aerostructures.

3M India fully resumes production and operations at its Ahmedabad plant after completing restoration activities.

KFin Technologies launches agentic AI solution ‘Klarity' to eliminate signature fraud in the BFSI segment.

Adani Ports arm Ocean Sparkle incorporates subsidiary Ocean Sparkle Offshore.

V-Mart Retail launches its 600th store.

Muthoot Microfin shareholders approve fundraising through private placement.

Manappuram Finance approves fundraising of up to Rs. 1 lakh crore via NCDs and other instruments.

SBI concludes issuance of USD 500 million senior unsecured notes.

Saatvik Green Energy secures a Rs. 400 crore order from an EPC player for supply of solar PV modules.

CAMS acquires the first tranche of Think founders' stake, raising its holding in Think to 77.7% for Rs. 18 crore.

Puravankara extends closure of the Rs. 145 crore Purva Ruby deal by 30 days.

HG Infra Engineering receives a LoA worth Rs. 241 crore from the Rajasthan government.

Escorts Kubota preponed the groundbreaking ceremony for its new greenfield manufacturing facility to August 19 from August 20.

Diamond Power Infrastructure secures Rs. 195 crore order from Rajesh Power Services for underground power cables.

ITI clarifies that it has signed a pact with Airtel Business to accelerate digital transformation, though the financial impact of the partnership is not yet quantifiable.

Omaxe arm receives a RERA certificate for a project in UP.

Dr Agarwal's Health Care Block Deal: TPG, Temasek to sell 11% stake at ₹500/share
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RBI MAINTAINS REPO RATE UNCHANGED AT 5.25%
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Corporate Actions

Manipal Health Enterprises is set to make stock market debut today, August 05. The issue price is fixed at Rs. 590 per share.

VRL Logistics has approved the proposal to buy back up to 87,50,000 equity shares, representing up to 5.00% of equity shares, at a price of ₹320 per Equity Share for an aggregate amount of up to ₹280 Crores, on a proportionate basis through the “tender offer” route.

Dividend

05-Aug-26
MUNJALSHOW: Final Dividend - Rs. - 4.50
GOODYEAR: Final Dividend - Rs. - 26.50
ANUHPHR: Final Dividend - Rs. - 1.50
AUTOAXLES: Final Dividend - Rs. - 32.00
VAML: Interim Dividend - Rs. - 8.00
GANDHITUBE: Final Dividend - Rs. - 15.00
DISAQ: Final Dividend - Rs. - 200.00
INDAG: Final Dividend - Rs. - 1.50
BAYERCROP: Final Dividend - Rs. - 60.00
MATRIMONY: Final Dividend - Rs. - 5.00
SHREYANIND: Final Dividend - Rs. - 1.50
HYUNDAI: Final Dividend - Rs. - 21.00
AJANTPHARM: Interim Dividend - Rs. - 32.00
MUKESHB: Final Dividend - Rs. - 1.20
BAJAJINDEF: Final Dividend - Rs. - 2.00
BERGEPAINT: Dividend - Rs. - 4.00
FERMENTA: Final Dividend - Rs. - 3.75
UDS: Interim Dividend - Rs. - 1.00
SOMANYCERA: Final Dividend - Rs. - 2.00
BRIGADE: Final Dividend - Rs. - 2.00
SIKA: Final Dividend - Rs. - 3.50
IRB: Interim Dividend - Rs. - 0.05
ADFFOODS: Final Dividend - Rs. - 0.60
OAL: Final Dividend - Rs. - 0.50
TDPOWERSYS: Final Dividend - Rs. - 1.10

06-Aug-26
RANEHOLDIN: Final Dividend - Rs. - 47.00
HERCULES: Final Dividend - Rs. - 2.50
BLACKROSE: Interim Dividend - Rs. - 2.00
PRAJIND: Final Dividend - Rs. - 3.60
LUMAXIND: Final Dividend - Rs. - 55.00
BHARATGEAR: Final Dividend - Rs. - 1.00
INFOBEAN: Final Dividend - Rs. - 1.00
MINDTECK: Dividend - Rs. - 1.00
LUMAXTECH: Final Dividend - Rs. - 5.50
LINDEINDIA: Final Dividend - Rs. - 12.00
TASTYBITE: Final Dividend - Rs. - 10.00
BEMHY: Final Dividend - Rs. - 0.10
INVPRECQ: Final Dividend - Rs. - 1.00

IPO
Ardee Industries: Open: 05-Aug-26; Close: 07-Aug-26
LEAP India: Open: 07-Aug-26; Close: 11-Aug-26
Technocraft Ventures: Open: 07-Aug-26; Close: 11-Aug-26
Dhoot Transmission: Open: 10-Aug-26; Close: 12-Aug-26
Molbio Diagnostics: Open: 10-Aug-26; Close: 12-Aug-26

Buyback
---

Bonus Issue
---

Stock Split
Jojo: Stock Split From Rs. 10/- to Rs. 5/-; Ex-Date: 07-Aug-26

Right Issue
Genesys International Corporation: Ex-Date: 06-Aug-26
Shanti Gold International: Ex-Date: 06-Aug-26
Minolta Finance: Open: 01-Aug-26; Close: 17-Aug-26

Open Offer
Bliss GVS Pharma: Open: 18-Jul-26; Close: 10-Aug-26
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India plans tax cuts to boost foreign investment, Bloomberg reports
https://in.investing.com/news/economy-news/india-plans-tax-cuts-to-boost-foreign-investment-bloomberg-reports-5531803
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Mkt. Updates :

GIFT NIFTY +101 (23931) from last trade 23830

Nikkei -345 pts ,
Hangseng +31 pts ,



Dow +235.65 pts ,Nsdq -161.86 pts, S&P +3.68 pts , Bovespa -2681 pts , Ftse +97 pts , Dax +335 pts , Cac +73 pts , Crude @ $84.82 brl (-4.49) Brent @ $92.06 brl (-4.72) , Gold @ 4090.70 (+19.20), Silver @ $57.74 (+0.83), Euro @ $1.1392 , JPY @ $163.55 , INR @ 96.565

US GOVT. 10-YR YIELD : 4.64%


Today's Corporate Action, 27-07-26 Ex Date :
 
ARE&M    
Final Dividend - Rs. - 5.2000        
BIRLACABLE    
Final Dividend - Rs. - 1.2500        
CRISIL    
Interim Dividend - Rs. - 10.0000        
DEEPAKNTR    
Final Dividend - Rs. - 7.5000        
DLF    
Final Dividend - Rs. - 8.0000        
EVERESTIND    
Final Dividend - Rs. - 1.0000        
KCP    
Dividend - Rs. - 0.5000        
PERSISTENT    
Final Dividend - Rs. - 18.0000        
TATACAP    
Final Dividend - Rs. - 0.5700        
UNIVCABLES    
Dividend - Rs. - 4.5000        
VINDHYATEL    
Final Dividend - Rs. - 6.0000        
WIPRO    
Interim Dividend - Rs. - 2.0000              


Today's Board Meetings, 27-Jul-26 :*


Aastha Spintex Ltd    
Audited Results    
Abhishek Finlease Ltd    
Quarterly Results    
ACE Edutrend Ltd    
Quarterly Results    
Andhra Cements Ltd    
Quarterly Results    
Aeroflex Industries Ltd    
Quarterly Results    
Amarjothi Spinning Mills Ltd    
General;Quarterly Results    
Antelopus Selan Energy Ltd-$    
Quarterly Results    
Apt Packaging Ltd    
A.G.M.;General;Quarterly Results    
ASI Industries Ltd    
Quarterly Results    
Aurionpro Solutions Ltd    
Quarterly Results    
Balaji Amines Ltd-$    
Quarterly Results    
Bharat Electronics Ltd    
Quarterly Results    
Bhagyanagar India Ltd    
General;Quarterly Results    
BKM Industries Ltd    
Quarterly Results    
The Byke Hospitality Ltd    
General    
Canara Bank    
Quarterly Results    
CCL Products (India) Ltd    
A.G.M.;Quarterly Results    
Capri Global Capital Ltd    
Quarterly Results    
Cineline India Ltd    
General;Quarterly Results    
Coal India Ltd    
Interim Dividend;Quarterly Results    
Coforge Ltd    
Interim Dividend;Quarterly Results    
Digitide Solutions Ltd    
Quarterly Results    
Emkay Global Financial Services Ltd    
Quarterly Results    
Epigral Ltd    
Quarterly Results    
Everest Industries Ltd    
Quarterly Results    
Expleo Solutions Ltd    
Final Dividend    
Fairchem Organics Ltd    
Quarterly Results    
Gallantt Ispat Ltd    
General;Quarterly Results    
Godfrey Phillips India Ltd    
Quarterly Results    
Gravita India Ltd    
Quarterly Results    
Happiest Minds Technologies Ltd    
Quarterly Results    
HMT Ltd    
Audited Results    
Home First Finance Company India Ltd    
General;Quarterly Results    
Housing & Urban Development Corporation Ltd    
Interim Dividend;Quarterly Results    
Icon Facilitators Ltd    
Employees Stock Option Plan    
IFB Agro Industries Ltd    
Quarterly Results    
Ishaan Infrastructures and Shelters Ltd    
General;Quarterly Results    
Indus Towers Ltd    
Audited Results;Quarterly Results    
JK Paper Ltd    
Quarterly Results    
Kanpur Plastipack Ltd    
General;Quarterly Results    
Kisan Mouldings Ltd-$    
Quarterly Results    
Lords Chloro Alkali Ltd    
Quarterly Results    
Manba Finance Ltd    
Interim Dividend;Quarterly Results    
Mishka Exim Ltd    
Quarterly Results    
Money Masters Leasing & Finance Ltd    
Quarterly Results    
Mold-Tek Packaging Ltd    
Quarterly Results    
Nelcast Ltd    
Quarterly Results    
NESCO Ltd    
Quarterly Results    
Naturewings Holidays Ltd    
A.G.M.;Employees Stock Option Plan;Final Dividend;General    
Northern Arc Capital Ltd    
Quarterly Results    
Panyam Cements & Mineral Industries Ltd    
Audited Results;Quarterly Results    
P N Gadgil Jewellers Ltd    
Quarterly Results    
Pro Clb Global Ltd    
Increase in Authorised Capital;General    
Ritesh International Ltd    
General;Quarterly Results    
R R Kabel Ltd    
Quarterly Results    
Sagar Cements Ltd-$    
Quarterly Results    
Seemax Resources Ltd
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JPMorgan in Talks With 100 Multinationals for India Finance Hub

By Saikat Das and Siddhi Nayak, Bloomberg

July 17, 2026 at 9:30 AM GMT+8

- More than 100 companies have approached JPMorgan Chase & Co. to explore banking and payment solutions for corporate treasury operations in India's GIFT City.
- Clients approaching the bank include insurance companies and fintech firms, in addition to multinational firms, according to Guhaprasath Rajagopal, managing director and head of payments at JPMorgan India.
- The expansion in GIFT City is creating opportunities for banks to provide liquidity-management services, including physical pooling, cash concentration and notional pooling, said Rajagopal.

More than 100 companies have approached JPMorgan Chase & Co. to explore banking and payment solutions for corporate treasury operations in India’s GIFT City over the next 12 to 18 months, highlighting growing interest from multinational firms in the country’s financial hub.

“We haven’t seen anything like this before,” Guhaprasath Rajagopal, managing director and head of payments at JPMorgan India said in an interview. “Treasury centers are a major theme for GIFT City, and the ability to offer foreign-currency accounts alongside rupee capabilities provides an additional tailwind.”

Clients approaching the Wall Street bank also include insurance companies and fintech firms, he said.

The Gujarat International Finance Tec-City, known as GIFT City, is an initiative of Prime Minister Narendra Modi to position it as a global financial hub to rival Dubai or Hong Kong. The zone offers exemptions from certain taxes and regulatory restrictions, making it more attractive for international capital raising.

Banking assets in the hub based in Modi’s home state doubled to more than $100 billion as of September compared with two years earlier. The interest is being driven by incentives, including a 20-year tax holiday that came into effect in April.

Guhaprasath RajagopalSource: JPMorgan
There are 10 corporate treasury centers already operational in GIFT City. Those include AMNS Global Treasury Centre IFSC and Amefird Treasury, according to the International Financial Services Centres Authority, the regulator.

The next wave is expected to be dominated by multinational companies.

“Significant internal evaluation is underway at corporates, particularly among multinational firms,” said Rajagopal.

The expansion is creating opportunities for banks to provide liquidity-management services, an increasingly important business as global companies seek to centralize cash and funding operations.

JPMorgan offers services including physical pooling, cash concentration and notional pooling, Rajagopal said. Physical pooling consolidates cash balances from subsidiaries into a central account, while notional pooling offsets balances across multiple accounts without physically moving funds.

“Companies across the world want to optimize borrowing costs and deploy surplus cash efficiently, particularly when commodity prices remain volatile,” said the managing director.

— With assistance from Saket Sundria

https://www.bloomberg.com/news/articles/2026-07-17/jpmorgan-in-talks-with-100-multinationals-for-india-finance-hub
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🌹🇮🇳India Daybook – Stocks in News

EMS: Company emerged as L1 Bidder for ₹105.82 crore sewerage project. (Positive)

ONGC, Oil India: Crude Oil Extends Rally as U.S. President Trump imposes Blockade. (Positive)

Welspun Enterprises: Company has signed agreement for a Rs. 7,300 crore Pune-Shirur highway project. (Positive)

RPG Life: Company has partnered with Archerchem Healthcare to launch a Naproxen and Esomeprazole combination therapy in India. (Positive)

Aastha Spintex: Company has secured orders worth around Rs 77 crore from various entities, highlighting strong demand momentum for the company. (Positive)

Zensar Technologies: HRTI Pvt Ltd bought 1.05 lakh shares at Rs 532.57 per share. (Positive)

Indian Hume Pipe: Remcom Sales Services bought 3.45 lakh shares at Rs 394.43 per share. (Positive)

NHPC: Two of the three 170 MW units at the 510 MW Teesta-V Power Station in Sikkim resumed commercial operations after grid synchronisation. (Positive)

Hariom Pipe: Company has received proceedings from the Tamil Nadu Pollution Control Board (TNPCB) on July 13, 2026, suspending the earlier closure order & restoring power supply to its Perundurai unit. (Positive)

Carraro India: Company gets a rating update from India Ratings (Fitch Group), with the outlook upgraded to ‘Positive’ from ‘Stable’ while retaining its long-term rating at ‘IND A+’. (Positive)

Timken: Company becomes the first company in India to secure BIS licenses for both CRB and TRB rollers across multiple plant. (Positive)

H.G. Infra Engineering: Company has emerged as the L-1 bidder for a Rs. 241 crore project from the Department of Skill, Employment & Entrepreneurship, Government of Rajasthan (Positive)

Blue Cloud Softech Solutions: Company's subsidiary has signed a five-year Master Services Agreement (MSA) with SpaceX International to provide AI services. (Positive)

PDS Limited: Company has entered into a multi-year Sourcing as a Service (SaaS) partnership with the global sourcing arm of a leading French-headquartered global supermarket to manage the retailer's textile sourcing operations across five countries. (Positive)

Emcure Pharma: Company said to acquire the remaining 12.05% stake in its subsidiary Gennova Biopharmaceuticals Ltd for ₹231.87 crore. (Positive)

BEL: Company has received additional orders worth ₹572 crore since its previous disclosure. (Positive)

Captain Polyplast: Company has received order worth Rs. 23.6 Crore from Maharashtra State Electricity Distribution Limited for 1000 SPWPS. (Positive)

Roto Pumps: Construction completed for the first phase of the factory building at Plot No. C-008, Sector 145, Noida. (Positive)

ITC Hotels: Company signed a management agreement for the 117-key Welcomhotel Dehradun Selaqui with Orions Hospitality. (Positive)

Route Mobile: Subsidiary Route Connect will acquire Heltar Technologies' AI-led omnichannel business for up to ₹33.7 Cr (Positive)

Nuvoco: Revenue Rs 3128 Cr vs Rs 2872 Cr, Net Profit at Rs 159.6 Cr vs Rs 133.6 Cr YoY. (Positive)

Grasim: Aditya Birla Renewables to acquire Sprng Energy Platform from Shell in $1.8 billion renewable energy deal. (Neutral)

Container Corp: Company has reported an 8.89% year-on-year increase in container volumes for the quarter ended June, driven by growth in both export-import (EXIM) and domestic cargo.. (Neutral)

HCL Technologies: Q1 FY27 Consolidated Net Profit at Rs. 4,624 crore vs Rs. 4,488 crore QoQ. Revenue at Rs. 34,579 crore vs Rs. 33,981 crore QoQ. (Neutral)

ICICI Prudential Asset Management: Q1 FY27 Standalone Net Profit at Rs. 965 crore vs Rs. 784 crore YoY. Revenue at Rs. 1,564 crore vs Rs. 1,330 crore YoY. (Neutral)

Asian Paints: Company stated that the recent escalation in West Asia has created significant inflationary pressure on raw material costs. To mitigate the impact, it has implemented measured price increases of around 1–2%. (Neutral)
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