TRUMP SAYS THIS SHOULD HAVE HAPPENED LONG AGO JUST AS STOPPING IRAN SHOULD HAVE, AND THAT CANADA 'WANTS TO BE TREATED LIKE A STATE, BUT THEY AREN'T ONE', SAYING HE FINDS CANADA TO BE THE WORST OF THE MANY COUNTRIES HE DEALS WITH AND THAT 'THEY ARE ENTITLED NO LONGER'. - TRUTH SOCIAL
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FORMER SBI CHAIRMAN DINESH KHARA IN RUN FOR NEXT HDFC BK MD & CEO?
Sources To CNBC-TV18
Dinesh Khara Had Been Approached By HDFC Bk Even For Part-Time Chmn Position But Had Declined
HDFC Bank Bd Considering Dinesh Khara Former SBI Chairman As Bank's Next MD & CEO
HDFC Bank Also Looking At Other Current SBI MDs As Likely Candidates
SBI Executives Have Experience Of Leading A Large Bank Successfully
Sources To CNBC-TV18
Dinesh Khara Had Been Approached By HDFC Bk Even For Part-Time Chmn Position But Had Declined
HDFC Bank Bd Considering Dinesh Khara Former SBI Chairman As Bank's Next MD & CEO
HDFC Bank Also Looking At Other Current SBI MDs As Likely Candidates
SBI Executives Have Experience Of Leading A Large Bank Successfully
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CORPORATE ACTIONS — 31 AUG 2026
TODAY — 31 AUG
Ganesh Housing — Dividend ₹1.50 | Record/Ex-Date: 31 Aug
Glenmark Pharmaceuticals — Dividend ₹2.50 | Record/Ex-Date: 31 Aug
Mastek — Dividend ₹16 | Record/Ex-Date: 31 Aug
Orbit Exports — Interim Dividend ₹0.50 | Record/Ex-Date: 31 Aug
UPCOMING
Garware Technical Fibres — Dividend ₹1 | Record/Ex-Date: 1 Sep
Oriental Rail Infrastructure — Dividend ₹0.10 | Record/Ex-Date: 1 Sep
Parmeshwar Metal — Final Dividend ₹1.25 | Record/Ex-Date: 4 Sep
GUJENERGY — Final Dividend ₹8.90 | Record/Ex-Date: 11 Sep
The Phosphate Company — Dividend ₹2 | Record/Ex-Date: 16 Sep
Gujarat Intrux — Final Dividend ₹17.50 | Record/Ex-Date: 18 Sep
TODAY — 31 AUG
Ganesh Housing — Dividend ₹1.50 | Record/Ex-Date: 31 Aug
Glenmark Pharmaceuticals — Dividend ₹2.50 | Record/Ex-Date: 31 Aug
Mastek — Dividend ₹16 | Record/Ex-Date: 31 Aug
Orbit Exports — Interim Dividend ₹0.50 | Record/Ex-Date: 31 Aug
UPCOMING
Garware Technical Fibres — Dividend ₹1 | Record/Ex-Date: 1 Sep
Oriental Rail Infrastructure — Dividend ₹0.10 | Record/Ex-Date: 1 Sep
Parmeshwar Metal — Final Dividend ₹1.25 | Record/Ex-Date: 4 Sep
GUJENERGY — Final Dividend ₹8.90 | Record/Ex-Date: 11 Sep
The Phosphate Company — Dividend ₹2 | Record/Ex-Date: 16 Sep
Gujarat Intrux — Final Dividend ₹17.50 | Record/Ex-Date: 18 Sep
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Kaynes Tech in Focus – FIVE BIG CONCERNS Pointed By Investec
FY26 Annual Report: Several question marks, says Investec
1.Receivables for Iskraemeco ballooned, its payables to Kaynes Electronics Manufacturing also rose by a similar amount in FY26
This makes us question whether a potential divestment of Iskraemeco would resolve Kaynes’ cash flow issues
2-Smart meter business likely contributed 40% to Kaynes’ consol EBITDA
A potential divestment will likely impair Kaynes’ core EMS profitability materially
3-Sharp increase in consolidated receivables was despite bill discounting rising from Rs 110 cr to Rs 460 cr in FY26
4-Fixed asset turns also deteriorated, with steep rise in intangibles, which is likely to result in higher amortization charge going fwd
5-Incurred only Rs 900 cr capex in OSAT/Bare PCB
Extended corporate guarantees of more than Rs 1900 cr for them
Capitalised their employee/ interest expenses
Fixing Balance Sheet without impairing P&L is difficult
FY26 Annual Report: Several question marks, says Investec
1.Receivables for Iskraemeco ballooned, its payables to Kaynes Electronics Manufacturing also rose by a similar amount in FY26
This makes us question whether a potential divestment of Iskraemeco would resolve Kaynes’ cash flow issues
2-Smart meter business likely contributed 40% to Kaynes’ consol EBITDA
A potential divestment will likely impair Kaynes’ core EMS profitability materially
3-Sharp increase in consolidated receivables was despite bill discounting rising from Rs 110 cr to Rs 460 cr in FY26
4-Fixed asset turns also deteriorated, with steep rise in intangibles, which is likely to result in higher amortization charge going fwd
5-Incurred only Rs 900 cr capex in OSAT/Bare PCB
Extended corporate guarantees of more than Rs 1900 cr for them
Capitalised their employee/ interest expenses
Fixing Balance Sheet without impairing P&L is difficult
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Kaynes Down 4% as Investec in its research report highlights Balance sheet concerns !
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Today IPO Listing
Augmont Enterprises Limited to List at 961 on NSE + 21.95 %
Augmont Enterprises Limited to List at 961 on NSE + 21.95 %
Northern Arc gains over 7% after 13.7% of its equity changed hands across 6 block deals.
SANJAY PAREKH, SOHUM ASSET MANAGERS SAYS
Own HDFC Bank In Portfolio, Will Watch The Leadership Transition Closely
CD Ratio Is Not A Worry Anymore For HDFC Bank, CASA Has To Improve
Market Will Follow The RoA & RoE OF HDFC Bank
Sales Culture In HDFC Bank Was Phenomenal, Need The Service Culture To Improve
Have Added To Large Cap Pvt Banks, Increasing Weight In Bharti Airtel
Own HDFC Bank In Portfolio, Will Watch The Leadership Transition Closely
CD Ratio Is Not A Worry Anymore For HDFC Bank, CASA Has To Improve
Market Will Follow The RoA & RoE OF HDFC Bank
Sales Culture In HDFC Bank Was Phenomenal, Need The Service Culture To Improve
Have Added To Large Cap Pvt Banks, Increasing Weight In Bharti Airtel
HDFC Bank Board Yet To Draw Up A Shortlist Of Contenders For MD & CEO Post - CNBC-TV18
Process Of HDFC Bank CEO Appointment Will Happen Well Within Timeline
New CEO Will Take Over A Strong Bank, Address 'Alignment Issues'
New Leadership Will Ensure A 'Win-Win For All'
HDFC Bank Is Systemically Sound, Outstanding Issues Have Been Settled
NIM, CASA Impacted On Account Of HDFC Merger, Some Restructuring Of Loan Maybe Needed
Process Of HDFC Bank CEO Appointment Will Happen Well Within Timeline
New CEO Will Take Over A Strong Bank, Address 'Alignment Issues'
New Leadership Will Ensure A 'Win-Win For All'
HDFC Bank Is Systemically Sound, Outstanding Issues Have Been Settled
NIM, CASA Impacted On Account Of HDFC Merger, Some Restructuring Of Loan Maybe Needed
VARUN BEVERAGES: INCORPORATES NEW SUBSIDIARY
• Varun Beverages has incorporated a new wholly-owned subsidiary, KIVA Spirits and Company Limited, in India.
• Incorporation follows the company board’s in-principle approval dated August 25, 2026.
• KIVA Spirits and Company Limited will operate as a 100% subsidiary of Varun Beverages.
• Varun Beverages has incorporated a new wholly-owned subsidiary, KIVA Spirits and Company Limited, in India.
• Incorporation follows the company board’s in-principle approval dated August 25, 2026.
• KIVA Spirits and Company Limited will operate as a 100% subsidiary of Varun Beverages.
IRAN SAYS U.S. AND PARTIES SUPPORTING ITS MILITARY ACTIONS BEAR FULL RESPONSIBILITY FOR CONSEQUENCES OF ESCALATION - FOREIGN MINISTRY
IRAN'S REVOLUTIONARY GUARDS SAY SUPERTANKER CAUGHT FIRE, WAS HALTED AFTER BEING STRUCK BY TWO NAVAL MINES IN STRAIT OF HORMUZ - STATE TV
IRAN'S REVOLUTIONARY GUARDS SAY SHIPS MUST COMPLY WITH ITS RULES FOR PASSAGE THROUGH STRAIT OF HORMUZ
IRAN'S REVOLUTIONARY GUARDS SAY SHIPS MUST COMPLY WITH ITS RULES FOR PASSAGE THROUGH STRAIT OF HORMUZ
IRAN SAYS ITS ARMED FORCES STRUCK U.S. MILITARY BASES IN JORDAN IN RESPONSE TO U.S. ATTACK ON LARAK ISLAND - FOREIGN MINISTRY STATEMENT
IRAN SAYS IT WILL RESPOND DECISIVELY TO ANY FURTHER 'ENEMY' MILITARY AGGRESSION - FOREIGN MINISTRY
IRAN SAYS IT WILL RESPOND DECISIVELY TO ANY FURTHER 'ENEMY' MILITARY AGGRESSION - FOREIGN MINISTRY
AUROBINDO PHARMA LAUNCHES GENERIC ADVAIR DISKUS IN US 🚀
🇺🇸 Aurobindo Pharma’s subsidiary Lannett Company LLC has launched the generic equivalent of Advair Diskus in the US market.
💊 Product — fluticasone propionate and salmeterol inhalation powder, a GSK product, in 100/50 mcg and 250/50 mcg strengths.
🫁 Used for treatment of asthma and chronic obstructive pulmonary disease (COPD).
📈 This is the first product from Aurobindo’s inhalation pipeline to be commercialised in the US.
🎯 Launch strengthens the company’s push into complex and differentiated inhalation products.
🟢 Impact: Positive — entry into complex US inhalation generics opens a new growth opportunity for Aurobindo Pharma.
🇺🇸 Aurobindo Pharma’s subsidiary Lannett Company LLC has launched the generic equivalent of Advair Diskus in the US market.
💊 Product — fluticasone propionate and salmeterol inhalation powder, a GSK product, in 100/50 mcg and 250/50 mcg strengths.
🫁 Used for treatment of asthma and chronic obstructive pulmonary disease (COPD).
📈 This is the first product from Aurobindo’s inhalation pipeline to be commercialised in the US.
🎯 Launch strengthens the company’s push into complex and differentiated inhalation products.
🟢 Impact: Positive — entry into complex US inhalation generics opens a new growth opportunity for Aurobindo Pharma.
ICICI SEC ON IGL ; Price Hike From IGL Will Aid Co's Margin
Even With The CNG Price Hike, Margins May Improve By Just 1.2-1.3/scm
There Will Still Be Margin Compression Despite Price Hikes
There Could Be Further Price Hikes From The Company
CNG Price Hike From IGL Was Crucial
Even With The CNG Price Hike, Margins May Improve By Just 1.2-1.3/scm
There Will Still Be Margin Compression Despite Price Hikes
There Could Be Further Price Hikes From The Company
CNG Price Hike From IGL Was Crucial
TORRENT PHARMA : Brazil To Expand Market Access For Indian Pharma
India, Brazil Target $30 Bn Bilateral Trade By 2030
India, Brazil Target $30 Bn Bilateral Trade By 2030
GNG ELECTRONICS says Current Situation Favourable With Strong Demand 🟢🟢
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INDIA COMMERCE MINISTER SASY INDIA, BRAZIL TARGET USD 30B BILATERAL TRADE BY 2030, BRAZIL TO EXPAND MARKET ACCESS FOR INDIAN PHARMACEUTICALS
SAHIL VACHANI, MAX ESTATES SAYS
Have Been Able To Get A Contiguous Land Parcel Of 85 Acres In Delhi
This Is Milestone Deal For Max Estates
Promoters Are Looking To Move The Land Into Max Estates At A Good Price For The Company
Our Cost Of 85 Acres Land Is 4.5 Cr/acre Vs Prevailing Market Rate Of ₹10 Cr/acre
We Have Existing Projects With Gross Dvpt Potential Of More Than 16,000 Cr
Have Been Able To Get A Contiguous Land Parcel Of 85 Acres In Delhi
This Is Milestone Deal For Max Estates
Promoters Are Looking To Move The Land Into Max Estates At A Good Price For The Company
Our Cost Of 85 Acres Land Is 4.5 Cr/acre Vs Prevailing Market Rate Of ₹10 Cr/acre
We Have Existing Projects With Gross Dvpt Potential Of More Than 16,000 Cr
PARADEEP PHOSPHATES, COROMANDEL IN FOCUS AS CHINA SULPHUR PRICES FALL SHARPLY 🚀
📉 China sulphur ex-works prices have declined to CNY 7,400–7,600/tonne from CNY 8,470–8,950/tonne.
💰 Lower sulphur prices can reduce a key input cost for phosphatic fertiliser production.
🏭 Paradeep Phosphates & Coromandel International are likely to see the strongest direct benefit given their significant phosphatic fertiliser operations and sulphur/acid exposure.
🟢 Impact: Positive for Paradeep Phosphates & Coromandel — lower sulphur costs could support fertiliser margins.
📉 China sulphur ex-works prices have declined to CNY 7,400–7,600/tonne from CNY 8,470–8,950/tonne.
💰 Lower sulphur prices can reduce a key input cost for phosphatic fertiliser production.
🏭 Paradeep Phosphates & Coromandel International are likely to see the strongest direct benefit given their significant phosphatic fertiliser operations and sulphur/acid exposure.
🟢 Impact: Positive for Paradeep Phosphates & Coromandel — lower sulphur costs could support fertiliser margins.
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RAPID FLEET MANAGEMENT Q1 FY27: REVENUE SURGES 63% 🚀
📈 Q1 FY27 revenue rose 63% YoY to ₹53.60 Cr vs ₹32.93 Cr.
🚛 Growth driven by higher fleet deployment, sustained demand across key segments and improved operational execution.
📊 Revenue mix: Automobile 39% | Renewable Energy 21% | Power & Infra Equipment 18% | FMCG 17% | Others 6%.
🏗️ During the quarter, Rapid Fleet successfully executed a complex 127-tonne ODC movement from Baroda to Tirunelveli, spanning over 2,000 km across five states.
🟢 Impact: Positive — strong revenue growth, healthy fleet utilisation and diversified sector exposure support growth momentum.
📈 Q1 FY27 revenue rose 63% YoY to ₹53.60 Cr vs ₹32.93 Cr.
🚛 Growth driven by higher fleet deployment, sustained demand across key segments and improved operational execution.
📊 Revenue mix: Automobile 39% | Renewable Energy 21% | Power & Infra Equipment 18% | FMCG 17% | Others 6%.
🏗️ During the quarter, Rapid Fleet successfully executed a complex 127-tonne ODC movement from Baroda to Tirunelveli, spanning over 2,000 km across five states.
🟢 Impact: Positive — strong revenue growth, healthy fleet utilisation and diversified sector exposure support growth momentum.