DIXON, KAYNES, CG POWER
CHINESE SEMICONDUCTOR FIRMS EYE SEMICON INDIA 2026 AS RISING COMPONENT IMPORTS AND INDIA’S GROWING CHIP DEMAND ATTRACT CHINESE TRADE DELEGATES
CHINESE SEMICONDUCTOR FIRMS EYE SEMICON INDIA 2026 AS RISING COMPONENT IMPORTS AND INDIA’S GROWING CHIP DEMAND ATTRACT CHINESE TRADE DELEGATES
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AMBER ENTERPRISES, OPTIEMUS ELECTRONICS IN FOCUS
MEMORY COSTS SURGE TO NEARLY 50% OF DEVICE COST;
LAPTOP, PC AND TABLET PRICES SET FOR ANOTHER 5–10% HIKE IN Q4
ASUS EXPECTS MANUFACTURERS TO RAISE DEVICE PRICES BY ANOTHER 5–10% DURING OCTOBER–DECEMBER
MEMORY COSTS SURGE TO NEARLY 50% OF DEVICE COST;
LAPTOP, PC AND TABLET PRICES SET FOR ANOTHER 5–10% HIKE IN Q4
ASUS EXPECTS MANUFACTURERS TO RAISE DEVICE PRICES BY ANOTHER 5–10% DURING OCTOBER–DECEMBER
AMARA RAJA, EXIDE, WAAREE , NEOGEN
INDIA’S LFP BATTERY COSTS 13–23% ABOVE CHINA AS IMPORT PREMIUM HIGHLIGHTS OPPORTUNITY FOR DOMESTIC CELL MANUFACTURING
INDIA’S LFP BATTERY COSTS 13–23% ABOVE CHINA AS IMPORT PREMIUM HIGHLIGHTS OPPORTUNITY FOR DOMESTIC CELL MANUFACTURING
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HDFC BANK says
Co Intends To Vigorously Defend Itself
Bank Believes The Lawsuit Is Without Merit
Many US Listed Cos Routinely Defend Such Lawsuits
Co Intends To Vigorously Defend Itself
Bank Believes The Lawsuit Is Without Merit
Many US Listed Cos Routinely Defend Such Lawsuits
HARISH KRISHNAN, ADITYA BIRLA SUN LIFE AMC SAYS
Cos Growing At 15% And Above Now Account For 53-54% Of The Top 500 Companies
There Has Been A Meaningful Reduction Of Valn Froth In Broader Markets
3 Areas We Are Cautious On: Capital Markets, Defence, Capital Goods
We Want To Pick Up Companies Going From 'Good To Great'
Think Lenskart Could Be A Big MNC Out Of India
Only 30% Of The IPOs In Last 2 Yrs Have Outperformed NSE 500 By More Than 5%
Cos Growing At 15% And Above Now Account For 53-54% Of The Top 500 Companies
There Has Been A Meaningful Reduction Of Valn Froth In Broader Markets
3 Areas We Are Cautious On: Capital Markets, Defence, Capital Goods
We Want To Pick Up Companies Going From 'Good To Great'
Think Lenskart Could Be A Big MNC Out Of India
Only 30% Of The IPOs In Last 2 Yrs Have Outperformed NSE 500 By More Than 5%
Nepal Floods || LATEST UPDATES:
➤ Nepal Army rescues 17 people this morning
➤ 5 choppers deployed for flood rescue operations
➤ 2,000 Nepal Army troops deployed for rescue
➤ Nepal Army rescues 17 people this morning
➤ 5 choppers deployed for flood rescue operations
➤ 2,000 Nepal Army troops deployed for rescue
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JoshiEien to NDTVProfit
Pricing Power Can't Sustain On Inconsistent Demand
Expect Growth In Bromine Margins During Q2 & Q3
Bromine Prices Will Continue To Remain Firm
Cos Only Betting On Amines To See Premium Pricing
Expect More Shutdown In China On Stringent Norms
CDMO Cos Are Likely To See Structural Growth
Expect Suprise Orders For Navin Fluroine From US
Uptick In Commodity Chem May Not Be Sustainable
Q2 Will Be A Litmus Test For Commodity Chem Cos
Pricing Power Can't Sustain On Inconsistent Demand
Expect Growth In Bromine Margins During Q2 & Q3
Bromine Prices Will Continue To Remain Firm
Cos Only Betting On Amines To See Premium Pricing
Expect More Shutdown In China On Stringent Norms
CDMO Cos Are Likely To See Structural Growth
Expect Suprise Orders For Navin Fluroine From US
Uptick In Commodity Chem May Not Be Sustainable
Q2 Will Be A Litmus Test For Commodity Chem Cos
KITEX GARMENTS: INDIA RATINGS DOWNGRADES BANK LOAN FACILITIES
• Bank loan facilities of ₹347.98 Cr downgraded by India Ratings
• New rating: IND BBB+/Negative/IND A2
• Rating action: Downgrade
• The Negative outlook indicates potential pressure on the company's credit profile going forward
• Bank loan facilities of ₹347.98 Cr downgraded by India Ratings
• New rating: IND BBB+/Negative/IND A2
• Rating action: Downgrade
• The Negative outlook indicates potential pressure on the company's credit profile going forward
BPCL:
CO EXEC SAYS CO TO BUILD 5000 T/YR GREEN HYDROGEN PROJECT AT BINA BY 2028
CO EXEC SAYS CO TO BUILD 5000 T/YR GREEN HYDROGEN PROJECT AT BINA BY 2028
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TVS MOTOR: LAUNCHES NEW JUPITER DUAL-TONE RANGE
• Launched Jupiter 110 Dual Tone Spectral range in Spectral Blue and Spectral Copper
• Adds premium styling with colour-coordinated panels, new seat colour and chrome mirrors
• Segment-first features include Sequential Turn Signal Lamps and USB Type-C charging
• Offers 33-litre under-seat storage and a premium long seat with integrated backrest
• Continues with SmartXonnect connected features and TVS iGO Assist
• Strengthens TVS Motor's Jupiter portfolio and premium positioning in the 110cc scooter segment
• Launched Jupiter 110 Dual Tone Spectral range in Spectral Blue and Spectral Copper
• Adds premium styling with colour-coordinated panels, new seat colour and chrome mirrors
• Segment-first features include Sequential Turn Signal Lamps and USB Type-C charging
• Offers 33-litre under-seat storage and a premium long seat with integrated backrest
• Continues with SmartXonnect connected features and TVS iGO Assist
• Strengthens TVS Motor's Jupiter portfolio and premium positioning in the 110cc scooter segment
SUMAN MISHRA OF MAHINDRA LAST MOBILE MOBILITY SAYS
L5 Category Has Crossed More Than 40% Electrification
Expect Electrification In L5 Category To Reach To Levels Of 75-80% In 3 Yrs
Capacity, Growth & Industry Size Expected To Double Over 3-4 Years
Expect Electrification In 3W Cargo To Reach At Least 50% By 2030
In 4W Cargo Category, Electrification Is 13-14% & Been A Little Slow
See A Huge Opportunity For Expansion For Us In 4W Cargo Space
L5 Category Has Crossed More Than 40% Electrification
Expect Electrification In L5 Category To Reach To Levels Of 75-80% In 3 Yrs
Capacity, Growth & Industry Size Expected To Double Over 3-4 Years
Expect Electrification In 3W Cargo To Reach At Least 50% By 2030
In 4W Cargo Category, Electrification Is 13-14% & Been A Little Slow
See A Huge Opportunity For Expansion For Us In 4W Cargo Space
BAJAJ FINANCE:
CO APPROVED RAISING OF FUNDS VIA NCD'S WORTH 5000 CR RS VIA PRIVATE PLACEMENT BASIS.
CO APPROVED RAISING OF FUNDS VIA NCD'S WORTH 5000 CR RS VIA PRIVATE PLACEMENT BASIS.
ASHOKLEY IN FOCUS
MHCV CHANNEL CHECKS-SPARK AUTOS RESEARCH
Expect Ashok Leyland to produce 13,000 MHCV this month
Company wholesaled 12,270 last month and 9,381 MHCV's last August
Extremely strong numbers this month
Checks indicate the numbers in September will be stronger
MHCV CHANNEL CHECKS-SPARK AUTOS RESEARCH
Expect Ashok Leyland to produce 13,000 MHCV this month
Company wholesaled 12,270 last month and 9,381 MHCV's last August
Extremely strong numbers this month
Checks indicate the numbers in September will be stronger
ZEE:
RELEIF FOR SUBHASHCHANDRA AS CO WILL PAY 6.5CR TO SETTLE 22000 CR CLAIMS: MC
RELEIF FOR SUBHASHCHANDRA AS CO WILL PAY 6.5CR TO SETTLE 22000 CR CLAIMS: MC
CREDITACCESS GRAMEEN TO NDTVProfit
Cost Of Funds Guidance Currently At The Lower End
Will Retain FY27 Revenue Growth Guidance Of 22-25%
El Nino Will Not Impact Profitability, Margins
Retail Financing Business Likely To Grow Further
Transitioning Towards Financial Services Platform
Current Pricing Is Sufficient To Deal With El Nino
Credit Cost Is Holding Up Really Well As Of Now
Aim To Make Rs 28,000 Cr Disbursements In FY27
Keep NIM Guidance In 12.8-13.2% Range
Opex Is Under Control; Types Of Pdts Increasing
Cost Of Funds Guidance Currently At The Lower End
Will Retain FY27 Revenue Growth Guidance Of 22-25%
El Nino Will Not Impact Profitability, Margins
Retail Financing Business Likely To Grow Further
Transitioning Towards Financial Services Platform
Current Pricing Is Sufficient To Deal With El Nino
Credit Cost Is Holding Up Really Well As Of Now
Aim To Make Rs 28,000 Cr Disbursements In FY27
Keep NIM Guidance In 12.8-13.2% Range
Opex Is Under Control; Types Of Pdts Increasing
LIC HOUSING: CO SET TO LOOSE 1300 CR IN ZEE SETTLEMENT CASE WILL GET ONLY 38 LAKHS FROM ZEE
HIND ZINC IN FOCUS ZINC EXTENDS ITS RALLY INTO A SEVENTH DAY, HOLDING NEAR THE HIGHEST IN MORE THAN FOUR YEARS AS TIGHTENING SUPPLIES FUELED CONCERNS ACROSS METALS MARKETS