L&T FINANCE DOWN 10 %

TURTLEMINT DOWN 20 %

PB FINTECH DOWN 10 %

ZERO TARIFFS IN US THE US ISSUED A NOTICE REGARDING IMPLEMENTATION OF PROCLAMATION 11020, WHICH IMPOSES SECTION 232 TARIFFS ON PHARMACEUTICALS (DIVIS AND ZYDUS)

NSE TO LIST AT 1800

1800 | +15.00 (+0.84%)

Japan’s 5-year JGB yield climbs 9 bps to record 2.365%

Kotak sec write up:

Impact of Insurance regulations to banks - Contribution of banca to banks PBT is as follows for fy26 -

Axis Bank - 16%
Fed Bank - 8%
HDFC - 9%
ICICI - 2%
IIB - 81%
SBI 4%
BOB - 2%
CBK - 3%
INBK - 1%
PNB - 2%
UNBK - 2%

IPO Listing today -

NSE listed at ₹1800 (0.84%) against the GMP of 2%

SpectraA Technology listed at ₹224 (90%) against the GMP of 68.5% 🔥

Sonaselection india listed at ₹102 (3%) against the GMP of 0%

Kheria Autocomp listed at ₹105 (4%) against the GMP of 3%

Lower circuit opens on PBFintech, stock sees big fall on IRDAI commissions crackdown

Pidilite Says

Demand holding, double-digit volume growth sustained; ground-level sentiment strong

Crude oil at ~$100/barrel is the key near-term variable

Q2 margins will be at lower end of guidance 20-24% due to high-cost raw material

WELSPUN ENTERPRISE:

CO EXEC SAYS TOPLINE GROWTH GUIDANCE FOR FY27 IS AT 10%-20%

CO EXEC SAYS LATEST PROJECT FOR WELSPUN MIUCHIGAIN IS IN THE 24-25% MARGIN RANGE

WELSPUN ENT says

FY27 Order Book Guidance Is Of ₹8,000-10,000 Cr : maintains Margin Guidance of 18 % +

NILESH SATHE, FORMER IRDAI MEMBER

Misselling & Overall Cost Will Get Reduced, Will Help Policy Holders In The Long Run

This Is A Discussion Paper, Everyone Has The Right To Comment Which IRDAI Will Review

Insurers Will Have To Come Out With New Plans With Lower Interest Rates, All Existing Plans Will Have To Be Modified

If Products Become Cheaper & More Attractive, Penetration Will Likely Rise

MARUTI SUZUKI:

CO. COMMISSIONS ITS FIRST GREEN HYDROGEN PLANT AT ITS MANESAR FACILITY IN HARYANA

Crude inches higher, Brent above $103/bbl

HeroMotors Large Trade

2.4 Cr Shares (5.3% Eq) Worth ₹281 Cr Change Hands At ₹117/sh Via Block Deals

Dilip Asbe, MD and CEO of NPCI

I don't foresee any major changes on pricing policy

We are open to feedback

There is long term value in these charges

Risk is that 10% of merchant base could pass on UPI MDR to customers we need to see that

96% of volumes are not charged on UPI

75% of merchants don't receive any transactions above Rs 2000

We hope to implement UPI MDR successfully

Η ACID STOCKS IN FOCUS

H Acid prices surge to Rs 2,850/kg from Rs 500/kg till now

Massive surge and price hike in H Acid prices is structural, as per chinese chemical experts

Alert: Watch out for Kiri Industries, Bodal Chemicals and Bhageria Industries