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
β€2π€£2
TCS: LAUNCHES AI PLATFORM FOR DRUG DEVELOPMENT π€π
β’ TCS launches TCS ADDβ’ AgentHub, an enterprise-ready AI platform for drug development.
β’ Enables agentic AI at scale across R&D, clinical trials and pharmacovigilance.
β’ Up to 40% efficiency gains in clinical data management.
β’ Up to 30% reduction in study build effort.
β’ Up to 30% cost savings in safety case processing.
β’ AI agents can reduce quality control effort by up to 50%.
β’ TCS aims to become the worldβs largest AI-led technology services company.
β’ TCS launches TCS ADDβ’ AgentHub, an enterprise-ready AI platform for drug development.
β’ Enables agentic AI at scale across R&D, clinical trials and pharmacovigilance.
β’ Up to 40% efficiency gains in clinical data management.
β’ Up to 30% reduction in study build effort.
β’ Up to 30% cost savings in safety case processing.
β’ AI agents can reduce quality control effort by up to 50%.
β’ TCS aims to become the worldβs largest AI-led technology services company.
β€2π1
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
π4π2β€1
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
π6β€2π2
SKY GOLD & DIAMONDS ENTERS MSCI INDIA DOMESTIC SMALL CAP INDEX
π Sky Gold & Diamonds has been added to the MSCI India Domestic Small Cap Index in the latest MSCI index review.
π° Company highlighted that it turned operating cash flow positive during the current quarter, improving working-capital discipline and quality of growth.
π Focus remains on lightweight and value-added jewellery, alongside expansion of its customer base and organised jewellery retail presence.
π Its asset-light manufacturing model supports capacity scaling while maintaining capital efficiency.
π‘οΈ Company is also strengthening governance, financial processes and management systems as it prepares for a larger scale of operations.
π Management expects the MSCI inclusion to broaden visibility within the institutional investment community and support its next phase of growth.
π’ Impact: Positive β MSCI inclusion can improve institutional visibility, while positive operating cash flow strengthens the growth profile.
π Sky Gold & Diamonds has been added to the MSCI India Domestic Small Cap Index in the latest MSCI index review.
π° Company highlighted that it turned operating cash flow positive during the current quarter, improving working-capital discipline and quality of growth.
π Focus remains on lightweight and value-added jewellery, alongside expansion of its customer base and organised jewellery retail presence.
π Its asset-light manufacturing model supports capacity scaling while maintaining capital efficiency.
π‘οΈ Company is also strengthening governance, financial processes and management systems as it prepares for a larger scale of operations.
π Management expects the MSCI inclusion to broaden visibility within the institutional investment community and support its next phase of growth.
π’ Impact: Positive β MSCI inclusion can improve institutional visibility, while positive operating cash flow strengthens the growth profile.
ZEE ENTERTAINMENT APPOINTS ASHISH MISHRA AS CHIEF MARKETING OFFICER
π Ashish Mishra appointed Chief Marketing Officer (CMO) effective August 17, 2026.
π― He will lead ZEEβs marketing and brand agenda, focusing on stronger consumer propositions and impactful campaigns.
π§ Brings over two decades of experience across diverse industries and geographies, with expertise in building consumer-centric brands.
πΊ Mandate includes deepening consumer engagement using insights, creativity and technology as media consumption evolves across platforms.
π€ Mishra will be based in Mumbai and report directly to CEO Punit Goenka.
π Current marketing head Kartik Mahadev will transition to a new role within the organisation, details to be announced later.
π Ashish Mishra appointed Chief Marketing Officer (CMO) effective August 17, 2026.
π― He will lead ZEEβs marketing and brand agenda, focusing on stronger consumer propositions and impactful campaigns.
π§ Brings over two decades of experience across diverse industries and geographies, with expertise in building consumer-centric brands.
πΊ Mandate includes deepening consumer engagement using insights, creativity and technology as media consumption evolves across platforms.
π€ Mishra will be based in Mumbai and report directly to CEO Punit Goenka.
π 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
π Launched TCS ADDβ’ AgentHub, an enterprise-ready Agentic AI platform for pharmaceutical drug development.
π§ Enables pharma companies to deploy AI agents across clinical trials and pharmacovigilance, while maintaining regulatory compliance and auditability.
π Pilot deployments demonstrated up to 40% efficiency gains in clinical data management activities.
βοΈ Platform delivered up to 30% reduction in clinical study build effort and up to 30% cost savings in end-to-end safety case processing.
π AI-powered safety agents can reduce quality-control effort by up to 50%.
π₯ Uses a Human + AI operating model, embedding AI agents into enterprise workflows while humans retain governance and decision-making responsibility.
π’ Impact: Positive β strengthens TCSβs AI-led healthcare offerings and expands its opportunity in global pharma R&D.
π Launched TCS ADDβ’ AgentHub, an enterprise-ready Agentic AI platform for pharmaceutical drug development.
π§ Enables pharma companies to deploy AI agents across clinical trials and pharmacovigilance, while maintaining regulatory compliance and auditability.
π Pilot deployments demonstrated up to 40% efficiency gains in clinical data management activities.
βοΈ Platform delivered up to 30% reduction in clinical study build effort and up to 30% cost savings in end-to-end safety case processing.
π AI-powered safety agents can reduce quality-control effort by up to 50%.
π₯ Uses a Human + AI operating model, embedding AI agents into enterprise workflows while humans retain governance and decision-making responsibility.
π’ Impact: Positive β strengthens TCSβs AI-led healthcare offerings and expands its opportunity in global pharma R&D.
β€2
EFC : CO EXPANDS PUNE FOOTPRINT WITH 95,897 SQ. FT. MANAGED OFFICE FACILITY
π Leased an entire A+ category building at Koregaon Park Annex, Pune, spanning 95,897 sq. ft.
π° 5-year lease carries projected revenue potential of over βΉ70 crore.
πͺ New facility will add 2,000+ seats to EFCβs managed office portfolio.
βοΈ Full-building control enables better space utilisation, branding, customer experience and margin optimisation.
π Expansion strengthens EFCβs Pune platform amid growing enterprise demand for scalable managed workspaces.
π Along with the recent Ultrafresh acquisition, EFC is strengthening its integrated REaaS verticals across Managed Offices, Design & Build and Furniture Manufacturing.
π’ Impact: Positive β capacity addition and βΉ70+ crore revenue potential improve growth visibility.
π Leased an entire A+ category building at Koregaon Park Annex, Pune, spanning 95,897 sq. ft.
π° 5-year lease carries projected revenue potential of over βΉ70 crore.
πͺ New facility will add 2,000+ seats to EFCβs managed office portfolio.
βοΈ Full-building control enables better space utilisation, branding, customer experience and margin optimisation.
π Expansion strengthens EFCβs Pune platform amid growing enterprise demand for scalable managed workspaces.
π Along with the recent Ultrafresh acquisition, EFC is strengthening its integrated REaaS verticals across Managed Offices, Design & Build and Furniture Manufacturing.
π’ Impact: Positive β capacity addition and βΉ70+ crore revenue potential improve growth visibility.
β€1
L&T SECURES βΉ15,000+ CR ULTRA-MEGA OFFSHORE ORDER IN MIDDLE EAST
π L&T Energy Hydrocarbon Offshore has secured an Ultra-Mega order worth over βΉ15,000 crore from a prestigious Middle East client.
ποΈ Project involves development of multiple offshore facilities, covering engineering, procurement, construction, installation & commissioning (EPCIC).
π Significant fabrication work will be executed at L&Tβs integrated manufacturing and fabrication facilities.
π Order further strengthens L&Tβs long-standing presence in the Middle East offshore energy market.
β‘ 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.
π’ Impact: Strong Positive β major order boosts L&Tβs order book and provides strong long-term revenue visibility.
π L&T Energy Hydrocarbon Offshore has secured an Ultra-Mega order worth over βΉ15,000 crore from a prestigious Middle East client.
ποΈ Project involves development of multiple offshore facilities, covering engineering, procurement, construction, installation & commissioning (EPCIC).
π Significant fabrication work will be executed at L&Tβs integrated manufacturing and fabrication facilities.
π Order further strengthens L&Tβs long-standing presence in the Middle East offshore energy market.
β‘ 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.
π’ Impact: Strong Positive β major order boosts L&Tβs order book and provides strong long-term revenue visibility.
β€2
TRUALT BIOENERGY TO NDTVProfit (KYC)
India Will Face Sugar Shortage This Year
Won't See Much Impact On Co Operations (On Uneven Monsoon)
Will Be Able To Fund Capex Via Internal Accruals
Don't Have Plans To Raise Funds Right Now
Expect To Increase Capacity Utilisation To 80%
Expect To Get Incentive Package From State Govt
Have Already Received Subsidy From Govt
Will Be Commissioning 9 CBG Plants
CBG Has Been A Big Opportunity For Co
India Will Face Sugar Shortage This Year
Won't See Much Impact On Co Operations (On Uneven Monsoon)
Will Be Able To Fund Capex Via Internal Accruals
Don't Have Plans To Raise Funds Right Now
Expect To Increase Capacity Utilisation To 80%
Expect To Get Incentive Package From State Govt
Have Already Received Subsidy From Govt
Will Be Commissioning 9 CBG Plants
CBG Has Been A Big Opportunity For Co
β€1π1
SEBI CHAIRMAN ON CAS
INDICATIVE PRICES ARE EXTREMELY IMPORTANT FOR TRADERS
INCREASED PARTICIPATION WILL IMPROVE CAS
WILL LOOK AT IDENTIFYING PROBLEMS ON THE PMS FRONT FOR CAS
MUTUAL FUNDS NOT FACING ISSUES AROUND CAS
CAS IS A MAJOR STRUCTURAL REFORM
CAS IS SEEING SOME INITIAL TEETHING PROBLEMS
INDICATIVE PRICES ARE EXTREMELY IMPORTANT FOR TRADERS
INCREASED PARTICIPATION WILL IMPROVE CAS
WILL LOOK AT IDENTIFYING PROBLEMS ON THE PMS FRONT FOR CAS
MUTUAL FUNDS NOT FACING ISSUES AROUND CAS
CAS IS A MAJOR STRUCTURAL REFORM
CAS IS SEEING SOME INITIAL TEETHING PROBLEMS
π3π2π2
CLEAN MAX ENVIRONMENTAL ENERGY β STAKE SALE UPDATE β‘
β’ Approved sale of 26% stake in Clean Max Muoi Pvt Ltd to Relaxo Footwears Ltd for βΉ26,000
β’ Approved sale of 49% stake in Clean Max Chin Pvt Ltd to VVDN Technologies Pvt Ltd for βΉ49,000
β’ Transactions expected to be completed by 30 Oct 2026
β’ Both subsidiaries were incorporated in June 2026 and have not contributed to financials
β’ Buyers are not related parties
β’ Approved sale of 26% stake in Clean Max Muoi Pvt Ltd to Relaxo Footwears Ltd for βΉ26,000
β’ Approved sale of 49% stake in Clean Max Chin Pvt Ltd to VVDN Technologies Pvt Ltd for βΉ49,000
β’ Transactions expected to be completed by 30 Oct 2026
β’ Both subsidiaries were incorporated in June 2026 and have not contributed to financials
β’ Buyers are not related parties
STRAIT OF HORMUZ SHIPPING GRINDS TO A HALT AHEAD OF U.S.-IRAN CEASEFIRE EXPIRY
π1
APOLLO MICRO:
Company has been awarded orders worth INR 80.83 cr by Defence PSUs, State Governments and Private Industries.
Company has been awarded orders worth INR 80.83 cr by Defence PSUs, State Governments and Private Industries.
Bazaar.Updateπ
APOLLO MICRO: Company has been awarded orders worth INR 80.83 cr by Defence PSUs, State Governments and Private Industries.
APOLLO MICRO SYSTEMS: βΉ80.84 CR ORDER WINS π
β’ Apollo Micro Systems secures orders worth βΉ808.38 Mn (~βΉ80.84 Cr)
β’ Orders received from Defence PSUs, State Governments and Private Industries
β’ Order wins are part of the companyβs ordinary course of business
β’ Apollo Micro Systems secures orders worth βΉ808.38 Mn (~βΉ80.84 Cr)
β’ Orders received from Defence PSUs, State Governments and Private Industries
β’ Order wins are part of the companyβs ordinary course of business
IRANIAN FOREIGN MINISTRY:
NO TALKS HAVE BEGUN DUE TO WASHINGTON'S VIOLATION OF THE MEMORANDUM OF UNDERSTANDING
NO TALKS HAVE BEGUN DUE TO WASHINGTON'S VIOLATION OF THE MEMORANDUM OF UNDERSTANDING
ICICI SECURITIES β BROKERAGE VIEW π
β’ Brigade Enterprises β BUY | Target βΉ885
β’ GMR Airports β HOLD | Target βΉ99 β from βΉ93
β’ Honasa Consumer β BUY | Target βΉ720 β from βΉ600
β’ VA Tech Wabag β BUY | Target βΉ2,410 β from βΉ1,680
β’ Max Healthcare β BUY | Target βΉ1,275 β from βΉ1,215
β’ Page Industries β REDUCE | Target βΉ31,500
β’ Indiqube Spaces β BUY | Target βΉ263 | Upside ~42%
Key highlights: Positive stance on Brigade, Honasa, VA Tech Wabag, Max Healthcare & Indiqube; cautious on GMR Airports and Page Industries.
β’ Brigade Enterprises β BUY | Target βΉ885
β’ GMR Airports β HOLD | Target βΉ99 β from βΉ93
β’ Honasa Consumer β BUY | Target βΉ720 β from βΉ600
β’ VA Tech Wabag β BUY | Target βΉ2,410 β from βΉ1,680
β’ Max Healthcare β BUY | Target βΉ1,275 β from βΉ1,215
β’ Page Industries β REDUCE | Target βΉ31,500
β’ Indiqube Spaces β BUY | Target βΉ263 | Upside ~42%
Key highlights: Positive stance on Brigade, Honasa, VA Tech Wabag, Max Healthcare & Indiqube; cautious on GMR Airports and Page Industries.
β€1