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频道帖子
| 2 |  Photo from Hemant Gupta | 111 |
| 3 | Tussle between Attractive Micros and Challenging Geopolitical Factors | 158 |
| 4 | *Godrej Industries:* Company to invest ₹335 crore in Godrej Investment Limited; GIVL income reaches ₹2,477.72 crore. (Neutral)
*HLE Glascoat:* Company appoints Amit Kalra as Chief Financial Officer, effective September 25, 2026. (Neutral)
*AGI Infra:* Company proposes to raise ₹275 crore through QIP. (Neutral)
*Perfectpac:* Company acquires 16,200 sq. m. industrial plot in YEIDA for ₹22.74 crore. (Neutral)
*Ceigall India:* Company and CIPPL invest ₹61.93 crore in 4-lane NH 139W SPV. (Neutral)
*Hinduja Global Solutions:* Company records 79 new logos in FY26 and highlights the impact of Project GANGA. (Neutral)
*Sical Logistics:* Company’s promoter Pristine Malwa Logistics Park pledges 1.19 crore equity shares worth ₹114.78 crore. (Neutral)
*Zee Learn:* ACRE (Asset Care & Reconstruction Enterprise) filed a petition with NCLT Mumbai for CIRP initiation against Co & arm (Neutral)
*Bharat Coking Coal:* Approves Sale Of Washed MCC & PCC At 5% Above Import Parity Price. (Neutral)
*RCF:* To Raise Funds Up To ₹1,500 Cr via Further Public Offering. (Neutral)
*REC:* Arm REC Power Development and Consultancy Transfers 100% Stake in Ranipur Chunar Power Transmission to H G Infra for ₹1.88 Cr. (Neutral)
*Samvardhana Motherson:* Approves Issuance of Commercial Paper Worth ₹300 Crores (Neutral)
*Rajesh Power:* Shareholders approve change in IPO fund utilization. Reallocates Rs 25.11 crore unutilised IPO proceeds to BESS facility setup (Neutral)
*Bansal Wire:* Record date fixed for 1:5 equity share split on October 16, 2026. (Neutral)
*Samvardhan Motherson:* Arm to sell entire stake in AES India. Arm Transfers 26% AES India Shares to T-Net (Neutral)
*Bandhan Bank:* Appoints Vinay Jain as interim CFO; effective Sept 26 (Neutral)
*Indian Bank:* Govt extends tenure of Shiv Bajrang Singh, executive director. (Neutral)
*Kotak Bank:* Kotak Mahindra Investments to merge with Kotak Alternate (Agencies) (Neutral)
*GOCL Corporation:* NCLAT revives GOCL-HNPCL merger scheme process. (Neutral)
*IEX:* Submits application to CCO seeking license to operate as Coal Exchange. (Neutral)
*Parag Milk:* Sixth Sense India Opportunities III Sells 2.4% Stake. (Neutral)
*Adani Power:* Company has completed the merger of 10 of its wholly owned subsidiaries with the company. (Neutral)
*Clean Max:* A block deal has been launched by Company with Augment India Holdings likely to sell 85 lakh shares. (Neutral)
*PB Fintech:* Sixteenth Street Asian Gems Fund sold 25.67 lakh shares at Rs 1,167.13/share. (Neutral)
Circuit filter change from 20% to 10%: Hero Motors, Protean eGov, Turtlemint. (Neutral)
List of stocks included in the short term ASM Framework: Capillary Technologies, Delta Corp, Frontier Springs, Lalithaa Jewellery, Panorama Studios, PB Fintech. (Neutral)
List of stocks excluded from ASM Framework: Anlon Healthcare, eMudhra, TVS Srichakra. (Neutral)
*Jyoti CNC Automation:* Fire incident in 1 of coating facilities (Negative)
*Unichem Labs:* Receives 5 observations for Goa Unit (Negative)
*Fortis Healthcare:* Company said the Supreme Court has allowed the forensic audit to proceed. (Negative) | 243 |
| 5 | *🌹🇮🇳India Daybook – Stocks in News*
*INOX India:* Company has supplied advanced 2200 l LNG receiving, storage and regasification systems for integration with 1400 high-pressure dual power unit cars (Positive)
*GodrejProp:* Company enters into development agmt for a land parcel in South Mumbai, with an est revenue potential of ₹6,000 cr (Positive)
*Chemplast Sanmar:* Restarts Puducherry EDC plant operations. (Positive)
*Raghav Productivity:* Forms JV with TRL Krosaki Refractories in Odisha JV Is RPEL TRLK Silicatech. Co Holds 80% Stake in JV (Positive)
*LCC Projects:* Received two letters of intent worth Rs 70.35 crore from Reliance Industries for civil works of a 400kV Main Pooling GIS Substation at Kutch, Gujarat. (Positive)
*Som Distilleries:* Madhya Pradesh High Court directed the renewal of the company's manufacturing licences within 15 days and awarded Rs 1 lakh in costs payable by the Madhya Pradesh government. (Positive)
*ITC:* Company expands dairy play in East India, bets on branded milk (Positive)
*SEDEMAC Mechatronics:* Commences limited commercial production at facility in Pune. (Positive)
*RailTel:* Received a letter of acceptance worth Rs 21.6 crore from Central Mine Planning & Design Institute for MPLS VPN connectivity and TPaaS services. (Positive)
*PNC Infratech:* CARE Ratings upgraded or reviewed the company's Rs 1,700 crore long-term and Rs 5,000 crore short-term bank facilities. (Positive)
*Dhanuka Agritech:* Launched fungicide 'Fujita' and adjuvant 'Wetcit Neo' in India. (Positive)
*PC Jeweller:* Achieved debt-free status after discharging outstanding debt across all 14 lender banks. (Positive)
*Dredging Corp of India:* 11 new dredgers planned over next 5 years capex of around Rs 3,560 crore. (Positive)
*Usha Martin:* Executes BTA to sell biz undertaking of U M Cables to R R Kabel. (Positive)
*Augmont Enterprises:* NSE empaneled the company as a key partner for the promotion of Electronic Gold Receipts. (Positive)
*Aequs:* Rs 650 cr fund has been infused by promoters. (Positive)
*NTPC Green:* Rajasthan Project Commercially Operational; Project's Capacity at 81.34MW (Positive)
*Zydus Lifesciences:* USFDA Conducts Onsite Inspection At U.S Office, Inspection Concludes With Nil Observations. (Positive)
*Power Grid:* Gets Order for Interstate Transmission System. (Positive)
*Dr Lal PathLabs:* Company acquires 80% stake in Ghana’s Sunshine Healthcare. (Positive)
*NMDC:* Company commissions 2 MTPA pellet plant at Nagarnar in Chhattisgarh. (Positive)
*DCI:* Company reports FY26 revenue of ₹1,208.33 crore, PAT of ₹4.75 crore and MoUs worth ₹17,645 crore. (Positive)
*Emcure Pharma:* Company reports FY26 revenue exceeding US$1 billion, with PAT up 33.1%. (Positive)
*Alembic:* Promoter group Nirayu Private Limited bought 1.67 lakh shares. (Positive)
*Trualt Bioenergy:* Promoter group Nirani Holdings Private Limited bought 1.52 lakh shares. (Positive)
*ASM Technologies:* Company proposes ₹525.99 crore preferential issue for expansion and acquisitions; EGM scheduled for October 4. (Positive)
*Nahar Spinning Mills:* Company amends its MOA to include solar energy generation, trading, marketing, production, supply, consultancy and R&D activities. (Positive)
*R R Kabel:* Company’s Board approves acquisition of U M Cables for ₹77 crore in cash consideration, marking entry into the optical fibre cable segment. (Neutral)
*Emerald Tyre Manufacturers:* Company invests ₹12.23 crore in South African firm SA Rubber Engineering, acquiring 64.44% stake and making it a subsidiary. (Neutral)
*Star Cement:* Company’s shareholders approve re-appointment of Prem Kumar Bhajanka, Sajjan Bhajanka, Sanjay Agarwal and Pankaj Kejriwal for a further 3-year period from April 1, 2027 to March 31, 2030. (Neutral)
*One 97 Communications:* Company increases stake in subsidiary Little Internet to 77.42% from 62.53% through conversion of outstanding securities and invests ₹100 crore in Paytm Money via rights issue. (Neutral) | 194 |
| 6 | *Today's News Headlines!!!*
*Economic Times :*
📝 Bank unions defer 3-day nationwide strike after talks with IBA
📝 Textiles ministry plans 5,000-10,000 new exporters in 2-3 years
📝 IFC to lend $70 million to JN Port for first blue financing in maritime sector
📝 IIT Madras-backed deeptech fund raises Rs 450 crore in first close, invests Rs 55 crore in four startups
📝 CDSCO steps up scrutiny of pharma drugs containing narcotic substances
📝 Holding companies, NBFCs rejig assets, income to escape RBI scrutiny
📝 PLI scheme attracts Rs 2.40 lakh crore investments across 14 sectors, enhancing manufacturing capacity: Report
📝 Finance Ministry seeks banks' inputs on AI tools for loan collection, assesses adoption
*Business Standard :*
📝 Rural India's auto demand holds despite weak rains in August: Fada data
📝 Nippon Express targets $380 mn revenue as India chip ecosystem expands
📝 More than 40% of India's power plants face coal squeeze amid supply strain
📝 NRI deposit flows surge over 6x to $36.2 bn in Apr-Jul FY27: RBI data
📝 Private sector capex projected to rise to ₹3.2 trn in FY27: RBI bulletin
📝 RBI net dollar purchases hit record $18.65 bn in July: Monthly bulletin
📝 Axis Bank plans 12,500 campus hires, redeploys staff amid AI push
📝 Armani open to multiple investors for 15% stake sale, says CEO Marsocci
📝 Jakson Green eyes 12.5 GW operational renewable projects in two years
📝NMDC commissions ₹5,427 cr iron ore processing project in Chhattisgarh
📝 Capacity scale-ups to drive Epigral's ₹5,000 crore target by FY31: CMD
📝 India's consumer durables market to touch ₹3-3.25 trillion by 2030
📝 ITC expands dairy business in East India, bets on value-added products
📝 REI Expo 2026 to unlock ₹2,800 crore investment in bioenergy sector: IBA
📝 Tata Motors PV eyes 15% market share soon, targets 20% by FY31: MD
📝 Ayush services sector growing fast, may reach $318 billion by 2047: Study
*Financial Express :*
📝 India adds 5x more module capacity than cells in H1
📝 Tata Sons gets RBI queries on listing compliance road map
📝 Cyient DLM sees 25-30% growth in electronics design and manufacturing
📝 Startups rethink cloud use as AI bills mount
📝 PRIM opens wealth management to a wider pool
📝 India’s first LNG train launched as Gujarat gets Rs 1,542 crore railway push
*Mint :*
📝 Bill Gates warns of AI risks, calls for Congress to step in
📝 OpenAI pauses AI training, launches review after multiple rogue agent incidents
📝 Embraer teams up with Mahindra for IAF tender, Adani for civil planes
📝 Deeptech startups seek easier route to government contracts
📝 PM calls on citizens to participate in Census 2027
📝 Bihar discovers ₹21,000 cr mineral wealth, eyes ₹5,000 cr annual revenue: Report
📝 Alvarez & Marsal eyes 10X India growth in six years
📝 Centre tells Telcos to offer 30-day recharge, voice and SMS-only plans to users. | 148 |
| 7 | https://youtu.be/4JLHUHkOC5s?si=RTz1f2AG55mirrv_ | 148 |
| 8 | https://www.dw.com/en/why-the-global-economy-depends-on-saudi-arabia/audio-79437130 | 151 |
| 9 | https://www.cnbc.com/2026/09/27/stock-market-today-live-updates.html | 167 |
| 10 | ESDS Software listed on 4th Sept and had an elevator upmove from IPO price of Rs 429 to 1800 +
Q1FY27 results overnight *were disappointing*
Here is what 11 am concall highlighted
Why did QOQ Rev decline 20% QOQ?
Q4 FY26 included one-off design services revenue booked in a subsidiary.
Co shared today that the subsidiary booked ₹85 cr of revenue and ₹54 cr of PAT in FY26, which was a one off.
This means ~20% of FY26 Rev & PAT of FY26 was one off, *which was not disclosed during the time of the IPO)*
Sharon AI deal is delayed. (The large growth projections were predicated on this)
The CMD said the September date slipped by roughly a month and a half.
Go-live is now expected by the first week of November, with revenue from Q3 FY27
*Management gave no FY27 or FY28 guidance*
Co said orderbook & pipeline Is strong but yet Q1 Rev was 7-8% YOY | 197 |
| 11 | *ESDS First ever Result post listing: very weak Q1*
Revenue 133.66 Cr vs 124.59 Cr
(+7.28% YoY┃-20.20% QoQ)
EBITDA 56.00 Cr vs 52.46 Cr
(+6.74% YoY ┃-45.41% QoQ)
EBITDA Margin 41.90% vs 42.11% YoY & 61.24% QoQ
PBT 36.47 Cr vs 34.68 Cr
(+5.15% YoY┃-57.26% QoQ)
PAT 29.28 Cr vs 25.69 Cr
(+13.98% YoY┃-56.74% QoQ) | 195 |
| 12 |  75.6% of IndusInd Bank's FY26 profit came from INSURANCE commissions.
Bandhan: 30.8%. DCB: 21%. Yes Bank: 19.3%. HDFC: 7.3%.
Your bank RM may not really be a banker.
He may be an insurance salesman wearing the hat of a Bank RM. | 285 |
| 13 | ESDS Software listed on 4th Sept and had an elevator upmove from IPO price of Rs 429 to 1800 +
Q1FY27 results overnight were disappointing
Here is what 11 am concall highlighted
Why did QOQ Rev decline 20% QOQ?
Q4 FY26 included one-off design services revenue booked in a subsidiary.
Co shared today that the subsidiary booked ₹85 cr of revenue and ₹54 cr of PAT in FY26, which was a one off.
This means ~20% of FY26 Rev & PAT of FY26 was one off, which was not disclosed during the time of the IPO)
Sharon AI deal is delayed. (The large growth projections were predicated on this)
The CMD said the September date slipped by roughly a month and a half.
Go-live is now expected by the first week of November, with revenue from Q3 FY27
Management gave no FY27 or FY28 guidance.
Co said orderbook & pipeline Is strong but yet Q1 Rev was 7-8% YOY | 325 |
| 14 | DABUR INDIA: Supreme Court extends Cool King talc recall deadline to November-end, while Delhi High Court bars Dabur from using packaging similar to Navratna.
TATA MOTORS PV: FT reports Brussels has warned Britain it may need higher tariffs on Chinese cars and closer alignment with EU trade policy to avoid “made in Europe” barriers.
XPRO INDIA: Wins three ELCINA Awards for Excellence in Quality, Research & Development, and Environment Protection & Sustainable Development.
WELSPUN CORP: Global order book reaches a record ~$4.7 Bn following the company’s largest-ever HFIW pipe order worth approximately ₹4,000 Cr.
GOVT BORROWING: Government plans ₹7.86 Lakh Cr borrowing in H2 FY27, taking FY27 market borrowing to ₹15.99 Lakh Cr versus the ₹17.20 Lakh Cr budget estimate.
RBI: Sets H2 FY27 Ways and Means Advances limit at ₹50,000 Cr, with government borrowing planned through 23 weekly auctions.
GOVERNMENT: GST Council meeting scheduled for October 7 will focus on process reforms and ease of doing business, while India continues work on bilateral investment treaties.
US FED: Reuters reports the Federal Reserve is preparing to raise asset thresholds triggering tougher bank regulation, potentially giving regional banks more room to grow and pursue M&A.
US MARKETS: Citi remains overweight US equities and says it would add exposure on market dips, while highlighting AI as a key driver and risks from oil, rates and Fed uncertainty.
GLOBAL MARKETS: Barclays says rising bond yields are reducing equities’ relative attractiveness, with oil above $100 and renewed central-bank tightening adding to market risks.
MARKET CUES: GIFT Nifty is flat, US futures are lower amid higher yields and oil prices, while the Dow is heading for a fourth consecutive losing week.
GLOBAL DEBT: Global debt has crossed $365 Tn, with economists warning about increasing risks from higher borrowing costs and debt-service pressures.
UKRAINE-RUSSIA: Ukrainian President says the US proposed a technical meeting involving Ukraine and Russia, with the UAE proposed as a venue for trilateral talks.
RUSSIA-UKRAINE: Representatives from Egypt, India and Turkey are participating in talks aimed at lifting the Black Sea blockade. | 321 |
| 15 | JANA SMALL FINANCE BANK: Says it evaluates business opportunities in the ordinary course and has no undisclosed material information not already communicated to stock exchanges.
📍 LAUNCHES
PRESTIGE ESTATES: Launches ₹1,750 Cr Prestige Parklane residential project in Bengaluru, spanning 11.91 acres with 1,788 homes and ~₹1,750 Cr GDV.
EASYMYTRIP: Debuts electric buses through Easy Green Mobility in Bhopal, including 12-metre and 13.5-metre models with type approval.
📍 INCORPORATE / CORPORATE STRUCTURE
ADANI ENERGY SOLUTIONS: Incorporates eight wholly owned subsidiaries, Arasan Step V to Arasan Step XII, as dedicated vehicles for future electricity generation, transmission and distribution projects.
DABUR INDIA: NCLT approves amalgamation of Sesa Care Private Limited with Dabur India, with the appointed date set as April 1, 2026.
KANSai NEROLAC PAINTS: NCLT Mumbai sanctions amalgamation with Nerofix Private Limited, with the scheme becoming effective upon filing the certified order with the RoC.
PRIMO CHEMICALS: Board approves merger of wholly owned subsidiary Flow Tech Chemicals with Primo Chemicals, with no cash consideration or share exchange involved.
CIE AUTOMOTIVE INDIA: NCLT Mumbai allows merger of wholly owned subsidiary CIE Aluminium Casting India with CIE Automotive India.
GOCL CORP: NCLAT sets aside NCLT Amravati’s July 30, 2026 order dismissing the merger scheme of Hinduja National Power Corporation into GOCL Corporation and directs the process to proceed.
HITECH CORPORATION: Receives in-principle BSE and NSE approval for voluntary delisting of equity shares, subject to SEBI regulations and applicable approvals.
RITES: Board approves initiation of closure of wholly owned Botswana subsidiary RITES (Afrika), subject to statutory and regulatory clearances.
USHA MARTIN: Executes Business Transfer Agreement with R R Kabel for sale of wholly owned subsidiary U M Cables’ business undertaking on a going-concern slump-sale basis.
📍 IT NEWS
CABLE STOCKS: Goldman Sachs expects the five largest US hyperscalers to raise AI infrastructure spending 54% to $1.2 Tn in 2027, while financing needs and infrastructure constraints could affect future spending growth.
BLUE CLOUD SOFTECH: US subsidiary Global Impx receives a US$15.5 Mn order from IBM Cloud for design, deployment, security and support of GPU-powered AI infrastructure.
📍 TAX ORDER
KALPATARU LIMITED: Wholly owned subsidiary Ananta Landmarks receives a ₹14 Cr GST, interest and penalty show-cause notice for FY23, which the subsidiary intends to contest.
G-TEC JAINX EDUCATION: Wholly owned subsidiary Keerti Institute India receives a GST DRC-01 show-cause notice relating to audit observations for FY2022-23.
📍 ADDITIONS
VARVEE GLOBAL: Board approves sub-division of ₹5 face-value equity shares into five shares of ₹2 each, subject to shareholder and regulatory approvals.
INDIAN ENERGY EXCHANGE: Wholly owned subsidiary Indian Coal Exchange applies to Coal Controller Organisation for a licence to operate as a Coal Exchange under the Coal Exchange Rules, 2026.
📍 OTHERS
PRESTIGE ESTATES: Subsidiary Prestige Hospitality Ventures withdraws its DRHP filed in April 2025 due to strategic considerations and uncertain market conditions, with a fresh filing possible in the future.
FEDERAL BANK: Reports that its proposed acquisition of a controlling stake in Jana Small Finance Bank may be in final stages, according to CNBC-TV18; Jana Holdings holds a 16.9% promoter stake.
IDBI BANK: Receives notice of a proposed strike from September 28–30, 2026 from banking employee organisations in support of their demands.
JETFREIGHT LOGISTICS: Converts 45.19 lakh warrants into equity shares at ₹18 each, increasing paid-up equity share capital to ₹25.46 Cr.
FERTILISER STOCKS: Russia plans a 30% tax on windfall profits from higher commodity prices in 2026, with fertiliser companies among the sectors covered, according to NDTV Profit. | 223 |
| 16 | KPIL: Swedish step-down subsidiary Linjemontage i Grästorp lists on Nasdaq Stockholm at SEK 46/share, valuing it at ~SEK 2,357 Mn, with KPIL retaining ~65.9% stake.
AIR IQ: Files confidential DRHP for a proposed ₹1,000 Cr IPO comprising a mix of fresh issue and offer for sale, with around 60% expected through OFS.
📍 Q2 / BUSINESS UPDATE
MARUTI SUZUKI: Suzuki targets India production capacity of ~4 Mn vehicles annually from FY2030 onward, with a multi-pathway strategy covering BEVs, hybrids, ICE, CNG and flex-fuel vehicles.
MARUTI SUZUKI: Suzuki targets 50% higher production efficiency and 30% better development efficiency by 2030, alongside faster product development and greater use of digital engineering.
MARUTI SUZUKI: Outlines next-generation EV, hybrid, CNG and vehicle technology roadmap, including lean batteries, new e-Axles, advanced hybrids, CBG solutions, lightweighting and standardised ADAS features.
NEPHROPLUS: Targets adding 40–50 new clinics annually in India, with management expecting 20% growth from utilisation and 80% from new clinic additions.
PC JEWELLER: Achieves debt-free status after discharging outstanding debt of all 14 consortium banks ahead of scheduled repayment dates.
JAIN IRRIGATION: Repays ₹246.72 Cr of debt ahead of schedule, with obligations due up to September 30, 2026 fully discharged through business cash flows and available liquidity.
MAHARAJA & SPEEDEX INDIA: Invests ₹19.80 Cr in wholly owned subsidiary Dewdrop Bottles through a rights issue to fund plant and machinery and expand manufacturing capacity.
EASYMYTRIP: Launches electric bus manufacturing and operations through Easy Green Mobility, targeting annual production of 5,000 electric buses within five years.
ELLENBARRIE INDUSTRIAL GASES: Commissions a 325 TPD Air Separation Unit in Durgapur under a 15-year onsite industrial gas supply agreement with Jai Balaji Industries.
AVENUE SUPERMARTS: Opens three new stores in Ranala, Nagpur; Balachaur, Punjab; and Hoskote, Bengaluru, taking total store count to 518.
BAAZAR STYLE RETAIL: Opens a new Style Baazar store at S V Mall, Siliguri, taking total store count to 283.
BRAND CONCEPTS: Opens a new OFF-WHITE store at Quest Mall, Kolkata.
EUROGRIP TYRES: Opens its 21st exclusive retail store in Aligarh, Uttar Pradesh, expanding its tyre retail network.
LEMON TREE HOTELS: Opens a 71-room Lemon Tree Resort in Nashik, taking its Maharashtra operational portfolio to 16 hotels and total network to 130+ hotels across 80+ cities.
PVR INOX: Opens a new five-screen multiplex at MyMoon, Kochi, taking its network to 1,797 screens across 358 properties in 114 cities.
CITY UNION BANK: Opens a new branch at Vallancherry, taking its total branch network to 1,002.
FORTIS HEALTHCARE: Promoter IHH reiterates plans to increase its stake in Fortis to 51% and expand combined Fortis-Gleneagles capacity to approximately 10,000 beds by 2031.
📍 CREDIT RATINGS
📍 FII STAKE CHANGES / BOUGHT-SOLD
TRUALT BIOENERGY: Promoter group shareholder Nirani Holdings acquires 1,52,201 shares at an average ₹439.32, raising its stake from 1.93% to 2.11%.
CUPID LIMITED: Promoter Chairman & MD Aditya Kumar Halwasiya acquires an additional 22 lakh shares, raising individual holding to 34.65% and promoter-group holding to 47.60%.
📍 USFDA / REGULATORY
BIOCON: Receives UK MHRA approval for its new drug-product fill-finish unit for Semglee insulin glargine at its Malaysia insulin manufacturing facility.
IOL CHEMICALS & PHARMA: Receives EDQM Certificate of Suitability for Fenofibrate – Process II, strengthening its regulatory portfolio and access to regulated European markets.
BOROSIL: DGTR concludes Chinese borosilicate table and kitchen glassware was dumped into India and materially retarded the domestic industry, following final findings dated September 24, 2026.
📍 CLARIFICATION
FEDERAL BANK: Clarifies that it evaluates growth and expansion opportunities in the ordinary course and has no undisclosed material information explaining recent trading movement. | 174 |
| 17 | 25 SEPT 2026
📍 ORDER WIN
WELSPUN CORP: Wins largest-ever order worth ~₹4,000 Cr for HFIW pipes from a US customer, with execution planned in FY28-FY29 and global order book at a record ~$4.7 Bn.
LAKSHYA POWERTECH: Wins ₹276.38 Cr O&M order from Vedanta Oil & Gas for the Cairn Ravva Asset in Andhra Pradesh for an initial 3-year period with 2-year extension options.
BLUE CLOUD SOFTECH: Wins US$15.5 Mn (~₹147 Cr) AI infrastructure order from IBM Cloud for GPU-powered infrastructure deployment, security, monitoring and support in New Jersey.
SESHASAAI TECHNOLOGIES: Secures a three-year contract from a leading public-sector life insurer for secure printing, policy bond kits and logistics services.
COSMIC CRF: Receives ₹13.30 Cr order for 1,650 MT of cold-formed Z sheet piling products from an infrastructure company in Kolkata, to be executed within six months.
ABHISHEK INTEGRATIONS: Wins ₹3.15 Cr AAI order for operation and maintenance of water and electrical installations at NSCBI Airport, Kolkata, for 24 months.
📍 ACQUISITION
RR KABEL: Acquires U M Cables’ Optical Fibre Cable business from Usha Martin subsidiary UMCL through a slump sale for ₹77 Cr, marking entry into the OFC segment.
EDELWEISS FINANCIAL: Completes sale of 45% stake in Nido Home Finance for ₹580.68 Cr to Carlyle affiliate CA Sardo Investments and Bharti family-backed Salisbury Investments.
SIGNATUREGLOBAL: Acquires 25 acres and enters into a collaboration agreement for 169.22 acres in Farrukhnagar, Gurugram, adding ~6.77 Mn sq ft developable area with estimated GDV of ₹5,500–6,000 Cr.
📍 COLLABORATION
RHETAN TMT: Signs MOU with Bajaj Tubular Products for proposed procurement of ~20,000 MT of TMT bars over 24 months, with estimated commercial potential of ₹250–300 Cr.
CESC: Subsidiary Purvah Green Power signs 25-year captive power agreement with Prism Johnson for a 49.5 MW wind project in Madhya Pradesh, with Prism investing up to ₹40 Cr in the project SPV.
PRISM JOHNSON: To invest up to ₹40 Cr in KUS Renewable for a 49.5 MW captive wind power project in Madhya Pradesh under its long-term renewable power arrangement with Purvah Green Power.
ARIHANT SUPERSTRUCTURES: Subsidiary Dwellcons signs hotel operating agreement with ITC Hotels for a 227-room “Mementos by ITC Hotels” luxury hotel at its World Villas project in Mumbai.
📍 NEW PROJECTS
SIGNATURE GLOBAL: Plans an ultra-luxury farmhouse villa project in Farrukhnagar, Gurugram, spanning 194.22 acres with estimated GDV of ₹5,500–6,000 Cr.
ENDURANCE TECHNOLOGIES: Commences commercial production at its ₹400.9 Cr AURIC greenfield plant in Chhatrapati Sambhajinagar, with initial aluminium die-casting capacity of 900 MT/month.
SEDEMAC MECHATRONICS: Commences limited commercial production at its new manufacturing facility in Pune, with remaining manufacturing processes to be progressively operationalised.
GODAWARI POWER AND ISPAT: Receives offer for ~31.45-acre industrial plot at AURIC Bidkin Industrial Area, Maharashtra, for setting up a CRM project.
REFEX INDUSTRIES: Commences Ready-Mix Concrete business operations from its first asset-light RMC plant at Wadmukhwadi, Pune.
📍 FUNDRAISING
AEQUS: Board approves preferential issue of up to 28,071,690 warrants at ₹231.55 each, aggregating ~₹650 Cr, with promoter Mellwood Trustee Services subscribing to the issue.
ANTARIKSH INDUSTRIES: Raises ₹19.14 Cr through preferential allotment of 22.25 lakh equity shares at ₹86 each to promoter and non-promoter investors.
PRECISION WIRES INDIA: Allots ₹150 Cr of compulsorily convertible debentures carrying a 12% annual coupon to two non-promoter AIF investors.
AIMTRON ELECTRONICS: Board approves preferential issue of up to 12,24,265 shares at ₹1,674.47 each, aggregating ~₹205 Cr, to non-promoter AIF investors.
NATCO PHARMA: Announces ₹12,793.56 Cr rights issue at ₹750 per share, with the issue scheduled from October 12–22, 2026 and entitlement ratio of 2 shares for every 21 held.
📍 LEADERSHIP CHANGES
📍 IPO | 205 |
| 18 | c. Think in Probabilities: Considering all macro factors: (1) India Equity Boom: 20% chance (2) Sideways: 60% chance (3) Bust: 20% chance
FD wins: 60% + 20% = 80% chance
Equity wins: 20% chance
Markets are the greatest game on earth. The dream to get rich is as old as the hills. Most investors will still pick equity. | 266 |
| 19 | *Someone's view*
Markets Sense a Long Era of Instability: Don’t Buy the Fall
(a) Govt is distracted (b) FIIs dislike mass protests (c) 2021-26: Nifty below-FD Return (d) FD rates will rise; Build Cash (d) China 17 yrs 0 return (e) Here’s India Data & Facts:
Second Order Effects on Economy
a. Govt is facing real political storms. It has no bandwidth left for major economic policy or reforms to attract foreign investment.
b. Foreign funds don’t invest where mass protests and public discontent are a daily affair. Their bet on India was a strong govt; strong economic agenda.
c. Inflation rising, unemployment rising; IT exports declining; Rupee under pressure. RBI is forced to fight inflation. FD rates will rise in Oct.
Zero Risk Premium in Equity
a. 5-Year Returns: Sept 2021 to Sept 2026 (5 Yrs): Nifty 50 Return: 32.3%; Post Office Deposit Return: 34.4%; SBI 5-Yr FD Return: 30.8%
b. 3-Year Returns: Nifty 50 Return: 15.58%; Sensex Return: 9.94%; Post Office Deposit Return: 21.56%; SBI FD Risk-Free Return: 21.34%
c. Last 3 Years: Out of a universe of 2,867 stocks, 43.3% delivered negative returns (one-third lost up to 50% value; 11% lost above 50% value).
d. Risk-Reward Ratio: In last 3 years, you had a 43.3% probability of destroying your capital. Against such high risk, even if you won, the returns were far too negligible to justify such volatile investment.
Don’t Bet on Growth Narrative
a. Yesterday, Kotak published a chart showing that China stock market (CSI 300) has remained sideways for the last 17 yrs; and has not yet regained the level it set 18 yrs ago.
b. Howard Marks published data in his recent memo: In the last 100 yrs, each time you bought S&P 500 at forward PE 23x, the annualized return in the next 10 yrs has been between +2% and -2%. Every single time. No exceptions.
c. India is no exception. India’s growth story of FDI, FII, IT boom, low inflation is long over. Over the next 5 yrs, the downside risk looks higher than the upside potential. If you go all-in, that’s a risky bet for your mental peace, with little potential upside.
Why Are FIIs So Pessimistic?
a. On Aug 28, Bernstein published a hard-hitting strategy note: "India’s corporate earnings are artificially engineered through state subsidies, fiscal cushions, and borrowed offshore dollars rather than through genuine productivity gains."
b. Market bulls touted NSE 200 top-line growth was 12%. Yet, net profit grew only 7%. Bernstein questioned the practice of excluding loss-making oil marketing companies (OMCs) "to manufacture a strong earnings growth story."
c. Govt expanded LPG/fertilizer subsidies, took $10B hit through excise duty reductions, $20B GST cuts, OMCs took $2B loss. So govt subsidized consumer spending power, which artificially padded the firms’ operating margins. That's not a long-term play.
d. $70B Pay Commission wage revision is coming, which will encumber sovereign balance sheet and cut govt’s capacity for public capex. Plus, with costly FCNR deposits, govt is purchasing rupee stability on credit, Bernstein warned.
e. Finally, Bernstein says India’s large caps are not investing in the future, and are consolidating their past (preserving balance sheets). Companies with deepest pockets don’t want to commit capital to emerging technologies, and want policy protection.
f. In this scenario, FIIs are forced to look at small and midcaps (SMIDs). But those companies remain sub-scale, with low free-floats, high volatility, and risky corporate governance. Institutional capital is not interested.
Bernstein concludes: With these problems, why should FIIs invest in India?
ENDPIECE: Investor Strategy
a. PE de-rating is going on globally. World-class US companies are available at throwaway prices, and there are no buyers. So, don’t get tempted by a falling market in India.
b. Build cash patiently. Unwind risky positions. Cash has 3 benefits: (1) Emergency funds give security & happiness (2) FD may beat equity for next few years (3) If global equity crashes, you will be the only buyer in town. | 268 |
| 20 | *Macquarie: India Capital Markets | A Powerful $500bn Flywheel*
*Key Points*
• Nearly 50% of India’s financial household savings still remain in cash and deposits; we see a powerful multiyear growth backdrop for market infrastructure firms as capital shifts into financial assets.
• Regulation has strengthened trust, expanded participation, and increased resiliency in capital markets.
• Singapore, Thailand, and Malaysia are progressing through similar market-deepening catalysts to India, creating a long runway for capital market growth across the region.
*We initiate coverage of India exchanges and brokers: Based on our multi-factor scoring and ranking, our pecking order is GROWW > MCX > BSE > NSE > ANGELONE.*
• *GROWW (OP; TP Rs260)* is our preferred broker, supported by its customer-acquisition engine, cross-sell opportunity, margin-expansion runway and free-cash-flow potential.
• *MCX (OP; TP Rs3,820)* combines a strong commodity F&O franchise with a substantially under-penetrated asset class.
• *BSE (OP; TP Rs4,000)* offers an opportunity to participate in share gains in cash equities and F&O and non-transaction revenue growth.
• *NSE (OP; TP Rs1,965)* is the lynchpin for India's financialisation, with steady growth, margins and cash generation.
• *ANGELONE (N; TP Rs285)* has a recognised franchise but share losses and lower margin weaken the relative risk-reward | 258 |
