SIEMENS ENERGY INDIA – CLARIFICATION ON ET ARTICLE

• Clarifies NSE query regarding recent Economic Times article

• Company says no material event or negotiations requiring disclosure

• Press release regarding “Blue Portfolio” was already publicly disclosed

• No further material information to disclose

IRAN TURNS TO CRYPTO TO GET AROUND SANCTIONS – FT

GEETANSH BAMANIA, RENTOMOJO SAYS

There's A Lot Of Untapped Potential In Our Market

There Are Around 4.8 Cr Rental Apartments In India, With Only A Fraction Tapped By Us So Far

Revenue/Item Is Roughly Around 6,000, Incremental Capex Last Year Was ₹175 Cr

Greater Product Awareness Will Drive More Customers For The Company, Have 55% Subscriber Share

Metals stocks off lows, Nifty metal recovers nearly 2% from intra-day lows

LIC :

18.6 LKH SHARES EXCHANGED VIA BLOCK DEAL

ETERNAL, SWIGGY

Flipkart Minutes launched in August 2024 and is now at 1.1–1.2 million daily orders, up from around 400,000 in November 2025.

The Goldman Sachs 2026 Report ranks Flipkart + Myntra as India’s largest e-commerce platform with a 35% share of monthly active users.

IIFL FINANCE:

DENIES FAIRFAX EXIT TALKS, SAYS NO UNDISCLOSED EVENT BEHIND SHARE PRICE MOVEMENT.

NEWLY LISTED SUNSHINE PICTURES Q1 RESULTS: 15 SEPT

TCS – LAUNCHES INDIA’S FIRST LIGHTS-OUT FACTORY LAB

• Launches Lights-Out Factory Lab at its Sahyadri Park campus in Pune

• Facility combines AI, digital twins, robotics & factory systems

• Features a fully robotic battery pack assembly line

• Enables manufacturers to prototype, validate & scale AI-first production systems

• Supports use cases including predictive maintenance, automated quality inspection & autonomous factory operations

JUST IN

Delhi Airport to augment international handling capacity ahead of BRICS Summit

Terminal 3's Pier C to begin international operations from tonight

Pier C to handle international arrivals; arrivals and departures from September 10

Delhi Airport's international capacity to rise 50% to 31 MPPA

Move aimed at handling surge in international air traffic during BRICS Summit

POWER MECH PROJECTS – ₹970 Cr O&M ORDER FROM VEDANTA POWER

• Secures ₹970 Cr O&M contract from Vedanta Power for its 2×600 MW Sakti Thermal Plant, Chhattisgarh

• Contract period: 60 months

• Basic order value: ₹890 Cr + ₹80 Cr provision for additional services

• Order strengthens Power Mech’s thermal power O&M portfolio

COCHIN SHIPYARD LIMITED: BOARD APPROVES JOINT VENTURE WITH DRYDOCKS WORLD DUBAI; JV TO OPERATE INTERNATIONAL SHIP REPAIR FACILITY IN KOCHI; CSL AND DDW TO HOLD 50% EACH IN JVCO.

SKIPPER: CO DIRECTOR SAYS CO AIM 12-13% EBITDA MARGIN BY FY28 FROM CURRENT 10.5%

SKIPPER: CO DIRECTOR SAYS CO SEE ORDER BOOK POSITION AT INR 100-110 BLN IN FY27

NATCO PHARMA LTD: BOARD APPROVES RIGHTS ISSUE OF EQUITY SHARES WORTH UP TO ₹1,300 CRORE

IDFC FIRST: SAYS SHOULD BE ABLE TO CONSUME ALL THE FCNR DEPOSITS BY Q3 OR Q4

KABRA EXTRUSIONTECHNIK: SUCCESSFUL COMMISSIONING OF 10 MW/20 MWH BATTERY ENERGY STORAGE SYSTEM PROJECT AT PHALODI, RAJASTHAN; PROJECT SUPPORTS ENERGY MANAGEMENT AND GRID STABILITY.

MAHINDRA, ESCORTS, VST 🔴

Drought conditions are expected this year Says Met Department

EMS LIMITED – ₹28.39 Cr NHAI ORDER

• Secures order from NHAI for toll fee collection at Varshamedi Fee Plaza, Gujarat

• Order value: ₹28.39 Cr excluding TCS

• Contract period: 1 year

• Order awarded through competitive e-tender

MOTILAL OSWAL ON HDFC AMC ; BUY | TP ₹3,200 | 31% UPSIDE

• Mutual fund industry supported by structural tailwinds from financialisation of savings, rising B30 participation and deeper investor penetration.

• HDFC AMC can gain wallet share through strong long-term fund performance, SIP top-ups, higher ticket sizes and more products per customer.

• Distribution strength across banks, MFDs, fintech and phygital channels remains a key competitive advantage; HDFC Bank relationship is becoming more strategic.

• Alternatives, GIFT City, SIF and EPFO mandate provide additional growth opportunities.

• AUM expected to grow at a mid-teens rate.

• FY26–28E Revenue / EBITDA / PAT CAGR estimated at 13% / 14% / 14%.

• SIP inflows expected to remain strong, while expansion into smaller markets and customer profiling should support further scale.

RAJOO ENGINEERS:

CO PARTNERS WITH RIECKERMANN TO STRENGTHEN PRESENCE AND CUSTOMER SUPPORT IN SOUTHEAST ASIA