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
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
• 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.
• 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.
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RAJOO ENGINEERS:
CO PARTNERS WITH RIECKERMANN TO STRENGTHEN PRESENCE AND CUSTOMER SUPPORT IN SOUTHEAST ASIA
CO PARTNERS WITH RIECKERMANN TO STRENGTHEN PRESENCE AND CUSTOMER SUPPORT IN SOUTHEAST ASIA
DCB BANK – RBI APPROVES ICICI PRUDENTIAL AMC TO ACQUIRE UP TO 9.95% STAKE
• RBI approves ICICI Prudential AMC to acquire up to 9.95% stake in DCB Bank
• Acquisition subject to applicable RBI, FEMA & SEBI regulations
• Qualifying acquisition to be completed within 1 year
• Holding cannot exceed 9.95% at any time
• RBI approves ICICI Prudential AMC to acquire up to 9.95% stake in DCB Bank
• Acquisition subject to applicable RBI, FEMA & SEBI regulations
• Qualifying acquisition to be completed within 1 year
• Holding cannot exceed 9.95% at any time
INDIA TRADE SEC SAYS AT THE OPPORTUNE TIME, DEAL WILL BE SIGNED WITH U.S, IN FINAL STAGES OF SIGNING FTA WITH CHILE
GLOBAL FINTECH FEST 2026
JIO PAYMENTS MD & CEO, KASHINATH HARIHARAN SAYS
India's Biggest Trade Corridors Are US, UK, UAE
Launched Cross-Border Payments Across 11 Currencies
Currency Coverage To Expand Progressively Across Global Markets
Jio To Expand B2B Cross-Border Payments Business
Al To Impact Payments Across The Value Chain; Can Improve Customer Screening And Onboarding
JIO PAYMENTS MD & CEO, KASHINATH HARIHARAN SAYS
India's Biggest Trade Corridors Are US, UK, UAE
Launched Cross-Border Payments Across 11 Currencies
Currency Coverage To Expand Progressively Across Global Markets
Jio To Expand B2B Cross-Border Payments Business
Al To Impact Payments Across The Value Chain; Can Improve Customer Screening And Onboarding
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HDB FINANCIAL SERVICES – ₹2,018 Cr NCD ALLOTMENT
• Allots 20,000 secured NCDs through private placement
• Total issue size: ₹2,018.17 Cr including premium & accrued interest
• Coupon rate: 8.05% | Tenure: 1,064 days
• NCDs proposed to be listed on BSE Wholesale Debt Market
• Allots 20,000 secured NCDs through private placement
• Total issue size: ₹2,018.17 Cr including premium & accrued interest
• Coupon rate: 8.05% | Tenure: 1,064 days
• NCDs proposed to be listed on BSE Wholesale Debt Market
ADANI PORTS AND SPECIAL ECONOMIC ZONE LTD: CO. RECEIVES LETTER OF AWARD FOR DEVELOPMENT OF TWO DRY BULK BERTHS AT PARADIP PORT, ODISHA; 30-YEAR CONCESSION PERIOD; WILL ADD 18 MMT CAPACITY TO EXISTING PORTFOLIO.
IDBI BANK: IDBI BANK STRATEGIC SALE: 60.72% STAKE SALE MOVES TOWARDS FINAL STAGE: TV
AXIS CAP ON COFORGE : Maintains 'Buy' With Target Price Of 2,870/Share
Chairman Resignation Not Hinting Goveranance Lapse
Sudden Change Of Guard; Not Material Or Concerning
Chairman Resignation Not Hinting Goveranance Lapse
Sudden Change Of Guard; Not Material Or Concerning
ADANI STOCKS ; Adani Group Plans $2.5 Bn Refinancing In India's Biggest Overseas Loan : REPORTS
JEENA SIKHO LIFECARE LIMITED : POSTPONES HOSPITAL OPENING
The commencement of commercial operations at the new hospital facility in Lucknow, Uttar Pradesh, has been postponed. The facility is now expected to commence operations in December 2026, subject to operational readiness.
• The company had previously intimated the establishment of the facility on June 12, 2026.
• The address of the facility is Singh Palace, Khasra No. 426, situated at village Bani, Kanpur Road, Tehsil- Sarojini Nagar, Lucknow, U.P.
• The estimated area is approximately 1.25 lakh sq. ft. with an estimated bed occupancy of 160+.
Impact: Negative (Delay in revenue generation from new hospital facility.)
The commencement of commercial operations at the new hospital facility in Lucknow, Uttar Pradesh, has been postponed. The facility is now expected to commence operations in December 2026, subject to operational readiness.
• The company had previously intimated the establishment of the facility on June 12, 2026.
• The address of the facility is Singh Palace, Khasra No. 426, situated at village Bani, Kanpur Road, Tehsil- Sarojini Nagar, Lucknow, U.P.
• The estimated area is approximately 1.25 lakh sq. ft. with an estimated bed occupancy of 160+.
Impact: Negative (Delay in revenue generation from new hospital facility.)
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JEENA SEEKHO ; Postponement In Commencement Of Commercial Operations At The New Day Care Clinic In Ayodhya, Uttar Pradesh
AFFLE : Buzz of some international acquisition announcement | Acquisition size expected to be around ₹5,000 cr - NDTV PROFIT 🟢🟢
MARKET DEALER BUZZ – NDTV PROFIT
• AFFLE: Buzz of international acquisition announcement; acquisition size expected around ₹5,000 Cr 🟢🟢
• ADANI ENERGY: Buy flows seen on DII desk 🟢
• DIVIS LAB: Dealers expect strong Q2 earnings 🟢
• SHILPA MEDICARE: Buy flows on large HNI desk; new product sales expected to boost Q2 numbers 🟢🟢
• SUDARSHAN CHEM: Dealers indicate price hikes across products 🟢🟢
• BIOCON: Strong demand in block deal; one of the top 3 mutual funds was a buyer 🟢
• AFFLE: Buzz of international acquisition announcement; acquisition size expected around ₹5,000 Cr 🟢🟢
• ADANI ENERGY: Buy flows seen on DII desk 🟢
• DIVIS LAB: Dealers expect strong Q2 earnings 🟢
• SHILPA MEDICARE: Buy flows on large HNI desk; new product sales expected to boost Q2 numbers 🟢🟢
• SUDARSHAN CHEM: Dealers indicate price hikes across products 🟢🟢
• BIOCON: Strong demand in block deal; one of the top 3 mutual funds was a buyer 🟢