Savings Effect

STOCKS WATCHLIST POSITIVE FMCG stocks- Govt slashes import duty on edible oils Hikal-Shareholders approve appointment of Sameer Hiremath as CMD SEDEMAC-10% block deal at 3% discount Veranda Learning-Oct 6 record date (for JK Shah Class)-reorganization Bharat Dynamics-Rs 811cr order from Defense Ministry Quality Power-To raise Rs 700cr via QIP IOL Chemicals-Gets EU-Reach registration for Triacetin Ola Electric-Seeking Board nod for proposed rights issue NEGATIVE PB Fintech, Turtlemint-IRDAI consultation paper Nephroplus Health-Block deal worth Rs 650cr Vinati Organics-Weak commentary in AGM Borosil-Delay in commercial production (new line)

SECTORS TO WATCH Metals, Realty-Strong technical strength Capital Market Theme-NSE listing today FMCG- Govt slashes import duty on edible oils (But negative for BCL, Gujarat Ambuja) PB Fintech, Turtlemint-IRDAI consultation paper (business commission to be impacted) -Largely Neutral for Insurers.. SEDEMAC, Nephroplus Health-Block Deals Bharat Dynamics, Avantel, Indotech Transformers-Order wins Quality Power-To raise Rs 700cr via QIP Aarti Pharma, BGR Energy, AGI Greenpac-MD re-appointment Veranda Learning-Oct 6 record date (for JK Shah Class)-reorganization+Rs 143cr fund raised via NCDs

NSE shares list on the BSE at ₹1,800, a 0.8% premium to issue price

PB Fintech, Turtlemint stocks crash 20% after IRDAI's consultation paper on insurance distribution - IRDAI proposes changes to insurance distribution. - PB Fintech, Turtlemint shares fall sharply. - New rules could impact commissions and earnings

Ministry Of #Defence Signs ₹810.79 Cr Contract With #BharatDynamics For 160 Satellite Smart Anti-Airfield Weapons For #IAF 👉Delivery Of SAT-SAAW Is Scheduled Between 2027-28 And 2028-29

ConcordBiotech Approves Bonus Issue Of 1 Share For Every 1 Share Held

Government has reduced the basic customs duty (BCD) on crude Soybean Oil and crude Palm Oil from 10% to 5% and on refined Soybean Oil and refined Palm Oil from 32.5% to 27.5%. Further, the BCD on crude Sunflower Oil has been reduced from 10% to Nil, while the BCD on refined Sunflower Oil has been reduced from 32.5% to 22.5%. Notification No. 31/2026-Customs dated 23rd September, 2026 has been issued to carry out the above changes. These are being made effective from 24th September, 2026.