SAMVARDHANA MOTHERSON — STAKE INCREASE IN CHINA 🇨🇳

• Subsidiary SMR Automotive (Langfang) to acquire additional 0.15% stake in Shenzhen Autoruis Technology

• Acquisition value: CNY 3 Mn (~USD 440K)

• Stake to increase from 67.78% to 67.93%

• Follows earlier agreement to acquire 64.76% stake for ~USD 22.6 Mn

• Mildly Positive — further consolidates Motherson’s ownership in China operations

INDIA NEEDS 10 GW ANNUAL WIND ADDITIONS TO MEET 2030 TARGET BUT BOTTLENECKS POSE CHALLENGE

OM INFRA:

CO RECEIVES ₹29.01 CRORE SUPPLEMENTARY ORDER FROM UTTAR PRADESH JAL NIGAM FOR DRINKING WATER SCHEMES

LLOYDS ENGINEERING WORKS:

CO MATERIAL SUBSIDIARY LLOYD'S ADVANCE DEFENCE SYSTEMS SIGNS AGREEMENT WITH ALPAR INGEGNERIA FOR TECHNOLOGY TRANSFER AND LICENSED MANUFACTURING

Govt Approves 31 Investment Proposals Worth ₹7,877 Cr Under ECMS

PCBL Chemical Secures ₹329 Cr Investment Approval

UMA EXPORTS:

BOARD TO CONSIDER FUND RAISING VIA WARRANTS ISSUE ON 20 AUG

BHARTI AIRTEL

Airtel Payments Bank Announces Board Transition

Appoints Shabnam Sinha As Chairperson Of Airtel Payments Bank, for 3 years, from Oct 1

Shabnam Sinha to Succeed Sunil Bharti Mittal as Chairperson

LLOYDS ENGINEERING WORKS: CO ALLOTS 7.07 CRORE EQUITY SHARES AT ₹71.25 PER SHARE AGGREGATING ₹499.05 CRORE ON PREFERENTIAL BASIS

CAPITAL INFRA TRUST: CO BOARD APPROVES ACQUISITION OF 6 ROFO SPVS FOR ₹2,921 CRORE AND PREFERENTIAL ISSUE OF UNITS WORTH ₹125 CRORE

GOVT APPROVES 31 MORE ELECTRONICS PROJECTS WORTH ₹7,877 CR — TOTAL INVESTMENT NOW CROSSES ₹69,000 CR

MODI NATURALS: CO JOINT MANAGING DIRECTOR GUIDES FOR DISCIPLINED GROWTH, OPERATIONAL EXCELLENCE AND SUSTAINABLE PROFITABILITY IN FY27

JIO BRINGS BACK PRIME MEMBERSHIP — NO PRICE HIKES TILL SEPTEMBER 2027, AS AIRTEL CUTS CHEAP PLANS

SEBI WARNS: STOP TAKING STOCK TIPS FROM LIVE TRADING SESSIONS ON SOCIAL MEDIA

U.S. ENERGY SECRETARY WRIGHT SAYS THE MIDDLE EAST IS NOT FULLY BACK TO FULL OIL FLOW, BUT THAT THE U.S. WILL CONTINUE TO GET BETTER AT ESCORTING HORMUZ TRAFFIC, WITH ITS MILITARY EFFORTS BRINGING OUT 8 OR 9 MLN BARRELS OF OIL PER DAY THROUGH THE STRAIT.

U.S. ENERGY SECRETARY WRIGHT SAYS ON IRAN THAT THE U.S. IS 'PLAYING THE LONG GAME'.

CHINESE PRESIDENT XI JINPING WILL FLY INTO THE U.S. ON SEPTEMBER 23, HOLD ONE DAY OF WHITE HOUSE MEETINGS WITH TRUMP ON SEPTEMBER 24 AND LEAVE SEPTEMBER 25, SKIPPING THE UN GENERAL ASSEMBLY ENTIRELY, IN WHAT WILL BE HIS FIRST U.S. STATE VISIT IN 11 YEARS, WITH THE AGENDA EXPECTED TO COVER TRADE, TAIWAN, AI AND THE IRAN/HORMUZ SITUATION - POLITICO

TRUMP SAYS ON OMAN 'I DON'T THINK THEY BEHAVE VERY WELL', AND WHEN ASKED ABOUT A THREAT TO OMAN, SAYS 'WE'D HANDLE THEM VERY EASILY'

TRUMP SAYS HE GETS ALONG VERY WELL WITH SOUTH KOREA, BUT ADDS 'WE CAN'T PROTECT IF THEY'RE NOT THERE TO HELP US'

TRUMP SAYS ON IRAN THAT 'THEY'RE NOT GOING TO MAKE THE KIND OF DEAL THAT I THINK IS NECESSARY'

Indo MIM Ltd
#IndoMIM

Recently listed company

Good Q1FY27 with solid margin expansion QoQ and YoY

Rev at 1219cr vs 1114cr⏫9% YoY
Q4 at 1048cr⏫16% QoQ

EBITDA at 406cr vs 327cr⏫24% YoY
Q4 at 200cr⏫103% QoQ

OPM at 33.4% vs 29.4%⏫404bps YoY
Q4 at 19.1%⏫1422bps QoQ

PBT at 325cr vs 245cr⏫32% YoY
Q4 at 171cr⏫88% QoQ

PAT at 240cr vs 182cr⏫32% YoY
Q4 at 139cr⏫73% QoQ

Paytm LargeTrade

1.92 Cr Shares (3% Eq) Worth Rs 2,949 Cr Change Hands At Rs 1,535/sh In Block Deal Window

DIAGEO TO REFORMULATE KEY WHISKY AND RUM BRANDS WITHIN THREE MONTHS TO MEET FSSAI NORMS, POTENTIALLY EASING STATE-LEVEL SALES RESTRICTIONS - ET ( UNITED SPIRITS )