RAAMDEO AGRAWAL MOFSL SAYS
Sustainability Of Some Of The Blowout Earnings In Q1 Is The Key Talking Point At The Conference
Quick-commerce As A Segment Will Keep Growing At 40-50% For Next Few Years
Expect Bottomline Growth, Financials Likely To Remain Range-bound For Now
• Capital Markets Have Strong Growth Potential With Minimal Capex Requirements
Overall AMC Industry AUM Can Continue Growing At 20%, Could Be Huge In Coming Years
Sustainability Of Some Of The Blowout Earnings In Q1 Is The Key Talking Point At The Conference
Quick-commerce As A Segment Will Keep Growing At 40-50% For Next Few Years
Expect Bottomline Growth, Financials Likely To Remain Range-bound For Now
• Capital Markets Have Strong Growth Potential With Minimal Capex Requirements
Overall AMC Industry AUM Can Continue Growing At 20%, Could Be Huge In Coming Years
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AZAD ENG : Citigroup raises Rolls-Royce target price to 1647p from 1101p 🟢🟢
SML MAHINDRA says Actual synergies from SML deal running ahead of what was promised to board | Advanced Driver Assistance System becomes applicable from January 1 next year
SML MAHINDRA says Merger saves duplicate product development spend | Both Mahindra & SML Brands Will Continue, No Brand Rationalisation
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ASHOK LEYLAND says In Q1. M&HCV Grew By 13-14% & Q2 Growth Can Be The Same Or Even Better
ASHOK LEYLAND Says ESTIMATES Are Conservative So We Could Be Surprised On A Positive Side By Year End
ASHOK LEYLAND says EV Penetration Will Be A Significant Part Of CV Market In 5-6 Yrs. Can Be 15-16%
FM AT PSB CONFLUENCE 2026
High Powered Committee For PSBs Reforms Will Be Announced Soon
Two-Day Conference Outcomes To Be Put Up Before High Powered Committee
High Powered Committee Will Decide Future Course Of Banking Reforms
Committee Will Go Through Outcomes & Submit Its Recommendations
Committee To Take Up Issues, Recommendations From PSB Confluence
Bankers Will Set The Tone Of The Banking Of Viksit Bharat
High Powered Committee For PSBs Reforms Will Be Announced Soon
Two-Day Conference Outcomes To Be Put Up Before High Powered Committee
High Powered Committee Will Decide Future Course Of Banking Reforms
Committee Will Go Through Outcomes & Submit Its Recommendations
Committee To Take Up Issues, Recommendations From PSB Confluence
Bankers Will Set The Tone Of The Banking Of Viksit Bharat
Nirmala Sitharaman
Expect the announcement of the high-powered committee on banking for Viksit Bharat soon
Expect the announcement of the high-powered committee on banking for Viksit Bharat soon
PSBs must move in the direction of the committee's report once it's out
NPAs are at the lowest ever in Indian banking history
Expect the announcement of the high-powered committee on banking for Viksit Bharat soon
Expect the announcement of the high-powered committee on banking for Viksit Bharat soon
PSBs must move in the direction of the committee's report once it's out
NPAs are at the lowest ever in Indian banking history
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TCS: LAUNCHES AI PLATFORM FOR DRUG DEVELOPMENT 🤖💊
• TCS launches TCS ADD™ AgentHub, an enterprise-ready AI platform for drug development.
• Enables agentic AI at scale across R&D, clinical trials and pharmacovigilance.
• Up to 40% efficiency gains in clinical data management.
• Up to 30% reduction in study build effort.
• Up to 30% cost savings in safety case processing.
• AI agents can reduce quality control effort by up to 50%.
• TCS aims to become the world’s largest AI-led technology services company.
• TCS launches TCS ADD™ AgentHub, an enterprise-ready AI platform for drug development.
• Enables agentic AI at scale across R&D, clinical trials and pharmacovigilance.
• Up to 40% efficiency gains in clinical data management.
• Up to 30% reduction in study build effort.
• Up to 30% cost savings in safety case processing.
• AI agents can reduce quality control effort by up to 50%.
• TCS aims to become the world’s largest AI-led technology services company.
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SEBI CHAIRMAN ON CAS : MUTUAL FUNDS NOT FACING ISSUES AROUND CAS
CAS IS A MAJOR STRUCTURAL REFORM
CAS IS SEEING SOME INITIAL TEETHING PROBLEMS
CAS IS A MAJOR STRUCTURAL REFORM
CAS IS SEEING SOME INITIAL TEETHING PROBLEMS
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SEBI CHAIRMAN ON CAS ; SAYS INDICATIVE PRICES ARE EXTREMELY IMPORTANT FOR TRADERS
INCREASED PARTICIPATION WILL IMPROVE CAS
WILL LOOK AT IDENTIFYING PROBLEMS ON THE PMS FRONT FOR CAS
INCREASED PARTICIPATION WILL IMPROVE CAS
WILL LOOK AT IDENTIFYING PROBLEMS ON THE PMS FRONT FOR CAS
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SKY GOLD & DIAMONDS ENTERS MSCI INDIA DOMESTIC SMALL CAP INDEX
🌍 Sky Gold & Diamonds has been added to the MSCI India Domestic Small Cap Index in the latest MSCI index review.
💰 Company highlighted that it turned operating cash flow positive during the current quarter, improving working-capital discipline and quality of growth.
💎 Focus remains on lightweight and value-added jewellery, alongside expansion of its customer base and organised jewellery retail presence.
🏭 Its asset-light manufacturing model supports capacity scaling while maintaining capital efficiency.
🛡️ Company is also strengthening governance, financial processes and management systems as it prepares for a larger scale of operations.
🚀 Management expects the MSCI inclusion to broaden visibility within the institutional investment community and support its next phase of growth.
🟢 Impact: Positive — MSCI inclusion can improve institutional visibility, while positive operating cash flow strengthens the growth profile.
🌍 Sky Gold & Diamonds has been added to the MSCI India Domestic Small Cap Index in the latest MSCI index review.
💰 Company highlighted that it turned operating cash flow positive during the current quarter, improving working-capital discipline and quality of growth.
💎 Focus remains on lightweight and value-added jewellery, alongside expansion of its customer base and organised jewellery retail presence.
🏭 Its asset-light manufacturing model supports capacity scaling while maintaining capital efficiency.
🛡️ Company is also strengthening governance, financial processes and management systems as it prepares for a larger scale of operations.
🚀 Management expects the MSCI inclusion to broaden visibility within the institutional investment community and support its next phase of growth.
🟢 Impact: Positive — MSCI inclusion can improve institutional visibility, while positive operating cash flow strengthens the growth profile.
ZEE ENTERTAINMENT APPOINTS ASHISH MISHRA AS CHIEF MARKETING OFFICER
📌 Ashish Mishra appointed Chief Marketing Officer (CMO) effective August 17, 2026.
🎯 He will lead ZEE’s marketing and brand agenda, focusing on stronger consumer propositions and impactful campaigns.
🧠 Brings over two decades of experience across diverse industries and geographies, with expertise in building consumer-centric brands.
📺 Mandate includes deepening consumer engagement using insights, creativity and technology as media consumption evolves across platforms.
🤝 Mishra will be based in Mumbai and report directly to CEO Punit Goenka.
🔄 Current marketing head Kartik Mahadev will transition to a new role within the organisation, details to be announced later.
📌 Ashish Mishra appointed Chief Marketing Officer (CMO) effective August 17, 2026.
🎯 He will lead ZEE’s marketing and brand agenda, focusing on stronger consumer propositions and impactful campaigns.
🧠 Brings over two decades of experience across diverse industries and geographies, with expertise in building consumer-centric brands.
📺 Mandate includes deepening consumer engagement using insights, creativity and technology as media consumption evolves across platforms.
🤝 Mishra will be based in Mumbai and report directly to CEO Punit Goenka.
🔄 Current marketing head Kartik Mahadev will transition to a new role within the organisation, details to be announced later.
TCS LAUNCHES AGENTIC AI PLATFORM TO TRANSFORM DRUG DEVELOPMENT
💊 Launched TCS ADD™ AgentHub, an enterprise-ready Agentic AI platform for pharmaceutical drug development.
🧠 Enables pharma companies to deploy AI agents across clinical trials and pharmacovigilance, while maintaining regulatory compliance and auditability.
📈 Pilot deployments demonstrated up to 40% efficiency gains in clinical data management activities.
⚙️ Platform delivered up to 30% reduction in clinical study build effort and up to 30% cost savings in end-to-end safety case processing.
🔍 AI-powered safety agents can reduce quality-control effort by up to 50%.
👥 Uses a Human + AI operating model, embedding AI agents into enterprise workflows while humans retain governance and decision-making responsibility.
🟢 Impact: Positive — strengthens TCS’s AI-led healthcare offerings and expands its opportunity in global pharma R&D.
💊 Launched TCS ADD™ AgentHub, an enterprise-ready Agentic AI platform for pharmaceutical drug development.
🧠 Enables pharma companies to deploy AI agents across clinical trials and pharmacovigilance, while maintaining regulatory compliance and auditability.
📈 Pilot deployments demonstrated up to 40% efficiency gains in clinical data management activities.
⚙️ Platform delivered up to 30% reduction in clinical study build effort and up to 30% cost savings in end-to-end safety case processing.
🔍 AI-powered safety agents can reduce quality-control effort by up to 50%.
👥 Uses a Human + AI operating model, embedding AI agents into enterprise workflows while humans retain governance and decision-making responsibility.
🟢 Impact: Positive — strengthens TCS’s AI-led healthcare offerings and expands its opportunity in global pharma R&D.
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EFC : CO EXPANDS PUNE FOOTPRINT WITH 95,897 SQ. FT. MANAGED OFFICE FACILITY
📍 Leased an entire A+ category building at Koregaon Park Annex, Pune, spanning 95,897 sq. ft.
💰 5-year lease carries projected revenue potential of over ₹70 crore.
🪑 New facility will add 2,000+ seats to EFC’s managed office portfolio.
⚙️ Full-building control enables better space utilisation, branding, customer experience and margin optimisation.
🚀 Expansion strengthens EFC’s Pune platform amid growing enterprise demand for scalable managed workspaces.
🔗 Along with the recent Ultrafresh acquisition, EFC is strengthening its integrated REaaS verticals across Managed Offices, Design & Build and Furniture Manufacturing.
🟢 Impact: Positive — capacity addition and ₹70+ crore revenue potential improve growth visibility.
📍 Leased an entire A+ category building at Koregaon Park Annex, Pune, spanning 95,897 sq. ft.
💰 5-year lease carries projected revenue potential of over ₹70 crore.
🪑 New facility will add 2,000+ seats to EFC’s managed office portfolio.
⚙️ Full-building control enables better space utilisation, branding, customer experience and margin optimisation.
🚀 Expansion strengthens EFC’s Pune platform amid growing enterprise demand for scalable managed workspaces.
🔗 Along with the recent Ultrafresh acquisition, EFC is strengthening its integrated REaaS verticals across Managed Offices, Design & Build and Furniture Manufacturing.
🟢 Impact: Positive — capacity addition and ₹70+ crore revenue potential improve growth visibility.
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L&T SECURES ₹15,000+ CR ULTRA-MEGA OFFSHORE ORDER IN MIDDLE EAST
🌊 L&T Energy Hydrocarbon Offshore has secured an Ultra-Mega order worth over ₹15,000 crore from a prestigious Middle East client.
🏗️ Project involves development of multiple offshore facilities, covering engineering, procurement, construction, installation & commissioning (EPCIC).
🏭 Significant fabrication work will be executed at L&T’s integrated manufacturing and fabrication facilities.
🌍 Order further strengthens L&T’s long-standing presence in the Middle East offshore energy market.
⚡ Management termed it one of the most significant offshore developments currently underway in the Middle East, driven by growing investments to meet future energy demand.
🟢 Impact: Strong Positive — major order boosts L&T’s order book and provides strong long-term revenue visibility.
🌊 L&T Energy Hydrocarbon Offshore has secured an Ultra-Mega order worth over ₹15,000 crore from a prestigious Middle East client.
🏗️ Project involves development of multiple offshore facilities, covering engineering, procurement, construction, installation & commissioning (EPCIC).
🏭 Significant fabrication work will be executed at L&T’s integrated manufacturing and fabrication facilities.
🌍 Order further strengthens L&T’s long-standing presence in the Middle East offshore energy market.
⚡ Management termed it one of the most significant offshore developments currently underway in the Middle East, driven by growing investments to meet future energy demand.
🟢 Impact: Strong Positive — major order boosts L&T’s order book and provides strong long-term revenue visibility.
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