IRAN WARNS OF NEW HORMUZ RESTRICTIONS
IRAN'S SECURITY COUNCIL SECRETARY REZAEI ESCALATES HORMUZ WARNING
β’ IRAN SAYS IT WILL ANNOUNCE A NEW RESTRICTED ZONE OUTSIDE THE STRAIT OF HORMUZ IN THE COMING DAYS AND WEEKS.
β’ THE ZONE WOULD START AT THE US NAVY'S BLOCKADE LINE AND EXTEND THROUGH THE STRAIT INTO THE PERSIAN GULF.
β’ ANY SHIP ENTERING THE ZONE WITH THE INTENTION OF PASSING THROUGH HORMUZ WOULD BE ADDED TO IRAN'S SANCTIONS LIST.
β’ REZAEI CLAIMS IRAN RECENTLY TESTED AN ANTI-SHIP MISSILE OVER A US WARSHIP, SAYING THE US VESSEL βFLED.β
β’ HE CLAIMS US VESSELS ATTEMPTING TO PASS THROUGH THE AREA ARE BEING TARGETED, BUT SAYS IRAN HAS NOT DECIDED TO SINK THEM BECAUSE THEY CARRY PETROLEUM PRODUCTS.
β’ REZAEI SAYS IRAN WILL KEEP HORMUZ OPEN AS LONG AS THE US DOES NOT THREATEN OR ATTACK IRAN.
β’ HE ALSO REJECTED CLAIMS THAT US SANCTIONS ARE CAUSING MAJOR FAMINE IN IRAN, SAYING THE COUNTRY HAS SUFFICIENT STOCKS OF FOOD AND BASIC GOODS.
β’ REZAEI ACCUSED WASHINGTON OF SEEKING βCOMPLETE CONTROLβ OVER IRAN AND SAID TEHRAN HAS EVERY RIGHT TO DISTRUST THE US.
β’ KEY RISK: A FORMAL RESTRICTED ZONE AND SANCTIONS AGAINST SHIPS COULD FURTHER ESCALATE THE HORMUZ STANDOFF, RAISING SHIPPING, INSURANCE AND GLOBAL OIL-SUPPLY RISKS.
IRAN'S SECURITY COUNCIL SECRETARY REZAEI ESCALATES HORMUZ WARNING
β’ IRAN SAYS IT WILL ANNOUNCE A NEW RESTRICTED ZONE OUTSIDE THE STRAIT OF HORMUZ IN THE COMING DAYS AND WEEKS.
β’ THE ZONE WOULD START AT THE US NAVY'S BLOCKADE LINE AND EXTEND THROUGH THE STRAIT INTO THE PERSIAN GULF.
β’ ANY SHIP ENTERING THE ZONE WITH THE INTENTION OF PASSING THROUGH HORMUZ WOULD BE ADDED TO IRAN'S SANCTIONS LIST.
β’ REZAEI CLAIMS IRAN RECENTLY TESTED AN ANTI-SHIP MISSILE OVER A US WARSHIP, SAYING THE US VESSEL βFLED.β
β’ HE CLAIMS US VESSELS ATTEMPTING TO PASS THROUGH THE AREA ARE BEING TARGETED, BUT SAYS IRAN HAS NOT DECIDED TO SINK THEM BECAUSE THEY CARRY PETROLEUM PRODUCTS.
β’ REZAEI SAYS IRAN WILL KEEP HORMUZ OPEN AS LONG AS THE US DOES NOT THREATEN OR ATTACK IRAN.
β’ HE ALSO REJECTED CLAIMS THAT US SANCTIONS ARE CAUSING MAJOR FAMINE IN IRAN, SAYING THE COUNTRY HAS SUFFICIENT STOCKS OF FOOD AND BASIC GOODS.
β’ REZAEI ACCUSED WASHINGTON OF SEEKING βCOMPLETE CONTROLβ OVER IRAN AND SAID TEHRAN HAS EVERY RIGHT TO DISTRUST THE US.
β’ KEY RISK: A FORMAL RESTRICTED ZONE AND SANCTIONS AGAINST SHIPS COULD FURTHER ESCALATE THE HORMUZ STANDOFF, RAISING SHIPPING, INSURANCE AND GLOBAL OIL-SUPPLY RISKS.
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GRE RENEW ENERTECH: CO. SECURES RUPEES 24.88 CR SOLAR EPC ORDERS IN SECOND HALF OF AUGUST
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INFO EDGE (INDIA): CO. INVESTS RS. 10 CRORE IN UNIT STARTUP INVESTMENTS HOLDING SUPPORTING TECH STARTUP AND AIF PORTFOLIO EXPANSION THROUGH ENHANCED SUBSIDIARY CAPITALIZATION
Equrius on CDSL
CDSL: VERY POSITIVE READ
β’ Very strong market-share gains
β’ IPO activity at an all-time high; NSE and Jio IPOs could provide further tailwinds
β’ Client additions remain very strong
β’ Strong Q2FY27 earnings expected
EQUIRUS HIGHLIGHTS:
β’ Industry-wide demat account additions are at their highest level since January 2026
β’ CDSLβs share of incremental demat accounts rose to 83.85%, vs 81.01% MoM
β’ More than 40 IPOs have been completed in Q2FY27
β’ Income from mainboard IPOs increased 36% YoY
Overall: Strong demat-account additions + dominant share gains + elevated IPO activity point to a very positive near-term earnings outlook for CDSL.
CDSL: VERY POSITIVE READ
β’ Very strong market-share gains
β’ IPO activity at an all-time high; NSE and Jio IPOs could provide further tailwinds
β’ Client additions remain very strong
β’ Strong Q2FY27 earnings expected
EQUIRUS HIGHLIGHTS:
β’ Industry-wide demat account additions are at their highest level since January 2026
β’ CDSLβs share of incremental demat accounts rose to 83.85%, vs 81.01% MoM
β’ More than 40 IPOs have been completed in Q2FY27
β’ Income from mainboard IPOs increased 36% YoY
Overall: Strong demat-account additions + dominant share gains + elevated IPO activity point to a very positive near-term earnings outlook for CDSL.
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GUJARAT NATURAL RESOURCES LTD: CO. RECOMMENCES DRILLING OPERATIONS AFTER MONSOON PAUSE; DEPLOYING 2 RIGS FOR SIMULTANEOUS DRILLING; 4 DEVELOPMENT WELLS PRODUCING OIL AND GAS; APPRAISAL WELL CONFIRMS SUBSTANTIAL RESERVES IN KATHANA.
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KEI IND says if some Price drop comes due to competition, we will also drop prices
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PETRONET IN FOCUS
Several Qatari liquefied natural gas tankers are heading back toward the Persian Gulf, a sign the supplier may be positioning vessels for a resumption of exports through the Strait of Hormuz: BLOOMBERG
Several Qatari liquefied natural gas tankers are heading back toward the Persian Gulf, a sign the supplier may be positioning vessels for a resumption of exports through the Strait of Hormuz: BLOOMBERG
KEI INDUSTRIES : MANAGEMENT ON ULTRATECH ENTRY
β’ Management sees some potential price impact amid UltraTechβs entry into the cables market π΄
β’ Cables market is very widespread, with players operating across various geographies
β’ Company expects no impact on growth due to UltraTechβs foray
β’ If competition leads to price cuts, KEI will also respond competitively
β’ Management remains confident and says βwe will fight as wellβ
β’ Management sees some potential price impact amid UltraTechβs entry into the cables market π΄
β’ Cables market is very widespread, with players operating across various geographies
β’ Company expects no impact on growth due to UltraTechβs foray
β’ If competition leads to price cuts, KEI will also respond competitively
β’ Management remains confident and says βwe will fight as wellβ
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METROPOLIS says See Bigger Shift From Unorganised To Organised Sector π’
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Airbusβ top procurement leadership visits PTC Industries & Aerolloy Technologies in Lucknow, signalling deeper collaboration in advanced aerospace manufacturing.
The engagement comes shortly after PTCβs titanium casting agreement with Airbus for the A320neo, A330neo & A350 programmes.
From titanium & superalloy melting to precision casting, machining, heat treatment and assembly β PTC is building an integrated aerospace manufacturing ecosystem in India.
Airbusβ top procurement leadership visits PTC Industries & Aerolloy Technologies in Lucknow, signalling deeper collaboration in advanced aerospace manufacturing.
The engagement comes shortly after PTCβs titanium casting agreement with Airbus for the A320neo, A330neo & A350 programmes.
From titanium & superalloy melting to precision casting, machining, heat treatment and assembly β PTC is building an integrated aerospace manufacturing ecosystem in India.
STERLITE TECH says
Open Order Book Stands At Over $2 Billion
Data Centre Biz is key growth Driver
Investing In R&D To Develop Next-Gen Data Centre Technology In India
Strongest Tailwind Expected From Data Centre Growth
Open Order Book Stands At Over $2 Billion
Data Centre Biz is key growth Driver
Investing In R&D To Develop Next-Gen Data Centre Technology In India
Strongest Tailwind Expected From Data Centre Growth
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BDL:
INDIA IS WORKING ON INTEGRATING THE RVV-BD LONG-RANGE AIR-TO-AIR MISSILE WITH ITS SU-30 MKI FLEET, POTENTIALLY GIVING THE IAF A MAJOR BOOST IN BEYOND-VISUAL-RANGE AIR COMBAT CAPABILITY.
INDIA IS WORKING ON INTEGRATING THE RVV-BD LONG-RANGE AIR-TO-AIR MISSILE WITH ITS SU-30 MKI FLEET, POTENTIALLY GIVING THE IAF A MAJOR BOOST IN BEYOND-VISUAL-RANGE AIR COMBAT CAPABILITY.
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JINDAL STAINLESS:
CO. SIGNS TECHNICAL ASSISTANCE AGREEMENT WITH JFE STEEL FOR FERRITIC STAINLESS STEEL GRADES; FOCUS ON ENHANCING PRODUCT QUALITY AND MANUFACTURING PRACTICES.
CO. SIGNS TECHNICAL ASSISTANCE AGREEMENT WITH JFE STEEL FOR FERRITIC STAINLESS STEEL GRADES; FOCUS ON ENHANCING PRODUCT QUALITY AND MANUFACTURING PRACTICES.
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NOVARTIS INDIA: CO APPROVED THE ACQUISITION OF TRADEMARKS βMINIPRESSβ AND βMINIPRESβ REGISTERED IN INDIA AND CERTAIN RELATED INTELLECTUAL PROPERTY RIGHTS FROM PFIZER INC. USA AND PFIZER PRODUCTS INC. USA FOR AN TOTAL AGGREGATE CONSIDERATION OF RUPEES 1250 CR
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MARUTI SUZUKI: THE COMPANY HAS DECIDED TO INCREASE THE PRICES ON SELECTED MODELS BY UP TO RS. 20,000. THIS INCREASE IN PRICES WOULD COME INTO EFFECT IN SEPTEMBER 2026
Maruti Suzuki Announces Price Hike Up to Rs. 20,000 Effective Sep'26
π Update: Maruti Suzuki India Limited announced on 7th Sep'26 a price hike of up to Rs. 20,000 across selected models, effective Sep'26. The decision comes in response to sustained input cost inflation and enduring adverse cost pressures. Despite ongoing internal cost-reduction initiatives over recent months, the automaker is passing on a portion of elevated input expenses to the market to protect margins while minimizing the overall impact on end customers.
π Update: Maruti Suzuki India Limited announced on 7th Sep'26 a price hike of up to Rs. 20,000 across selected models, effective Sep'26. The decision comes in response to sustained input cost inflation and enduring adverse cost pressures. Despite ongoing internal cost-reduction initiatives over recent months, the automaker is passing on a portion of elevated input expenses to the market to protect margins while minimizing the overall impact on end customers.
TEJAS HFCL IN FOCUS GOVT READIES TELECOM PLI SUCCESSOR WITH SIGNIFICANT OUTLAY AND COMPONENTS FOCUS, TARGETS Q1 FY28 ROLLOUT - MC (HFCL, TEJAS NETWORK)
PB FINTECH: CO SAID TO ENTER IN PAYMENT AGGREGATOR BUSINESS AFTER RBI APPROVAL: TV