DOZENS OF DIPLOMATS WALKED OUT AT THE START OF NETANYAHU'S UN SPEECH, WITH NETANYAHU CALLING THOSE WHO WALKED OUT OF THE UN GENERAL ASSEMBLY HALL 'MORAL COWARDS'
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NETANYAHU: ISRAEL IS DEFENDING MANY COUNTRIES WHOSE DELEGATES LEFT THE UN GENERAL ASSEMBLY HALL
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NETANYAHU TELLS SYRIAN PRESIDENT: JEWS HAVE BEEN IN THE GOLAN HEIGHTS SINCE THE TIME OF MOSES
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US DEFENSE OFFICIAL: ABOUT 40 OF WEDNESDAY'S VESSELS THAT TRANSITED THE STRAIT OF HORMUZ COORDINATED WITH THE US MILITARY FOR PROTECTION.
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CHINESE PRESIDENT XI CALLS ON CHINA & US TO KEEP AI TECHNOLOGY UNDER HUMAN CONTROL โ XINHUA
CHINESE PRESIDENT XI: CHINA & US DELEGATIONS REACH NEW ARRANGEMENT AFTER TRADE TALKS; CALLS IT โGOOD NEWSโ
TRUMP & XI AGREE TO SUPPORT EACH OTHER IN HOSTING 2026 APEC ECONOMIC LEADERSโ MEETING & G20 SUMMIT โ XINHUA
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AKASA AIR EYES MAJOR BOEING ORDER, IN TALKS FOR UP TO 200 737 MAX JETS โ SOURCES
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YEMEN'S HOUTHIS SAY THEY ATTACKED SAUDI ARAMCO FACILITIES IN YANBU, AS WELL AS WHAT THEY CALLED A 'SENSITIVE TARGET' IN THE SAUDI CAPITAL RIYADH
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NSE'S CEO SAYS NSE WORKING ON COMMODITY AS AN AREA OF GROWTH, BOND INDEX FUTURES UNDER DISCUSSION WITH REGULATOR
๐๐น๐ผ๐ฏ๐ฎ๐น ๐๐ฒ๐ณ๐ฒ๐ป๐ฐ๐ฒ ๐๐ป๐ฑ๐๐๐๐ฟ๐ถ๐ฒ๐: ๐๐ฒ๐ฎ๐๐ฒ๐ ~๐ญ,๐ฑ๐ฌ๐ฌ ๐๐ฐ๐ฟ๐ฒ๐ ๐ถ๐ป ๐ ๐ฎ๐ต๐ฎ๐ฟ๐ฎ๐๐ต๐๐ฟ๐ฎ
โข Entered into an agreement to lease ~1,500 acres of land in Ahilyanagar, Maharashtra.
โข Lease approved by the Government of Maharashtra for 49 years, with an option to renew for another 49 years.
โข Base lease rent: โน50,000 per acre per annum.
โข Lease rent to increase by 3% annually.
โข GDIL will also have First Right of Refusal for ~900 acres within the leased land.
โข Entered into an agreement to lease ~1,500 acres of land in Ahilyanagar, Maharashtra.
โข Lease approved by the Government of Maharashtra for 49 years, with an option to renew for another 49 years.
โข Base lease rent: โน50,000 per acre per annum.
โข Lease rent to increase by 3% annually.
โข GDIL will also have First Right of Refusal for ~900 acres within the leased land.
๐ฉ๐ฎ๐ฟ๐๐ป ๐๐ฒ๐๐ฒ๐ฟ๐ฎ๐ด๐ฒ๐: ๐ ๐ผ๐ป๐ฑ๐ฒ๐น๐ฒ๐ ๐๐ถ๐๐๐ฟ๐ถ๐ฏ๐๐๐ถ๐ผ๐ป ๐๐ฒ๐ฎ๐น ๐ถ๐ป ๐ญ๐ถ๐บ๐ฏ๐ฎ๐ฏ๐๐ฒ
โข Varun Beverages' Zimbabwe subsidiary signed an exclusive distribution agreement with Mondelez South Africa.
โข Agreement effective from October 1, 2026.
โข Exclusive rights to distribute Mondelez's chocolate, biscuit, candy & gum products in Zimbabwe.
โข Company will leverage its existing snacks distribution network for portfolio expansion.
โข No immediate capex planned for the expansion.
โข Varun Beverages' Zimbabwe subsidiary signed an exclusive distribution agreement with Mondelez South Africa.
โข Agreement effective from October 1, 2026.
โข Exclusive rights to distribute Mondelez's chocolate, biscuit, candy & gum products in Zimbabwe.
โข Company will leverage its existing snacks distribution network for portfolio expansion.
โข No immediate capex planned for the expansion.
MOFSL, NITIN AGGARWAL
PB Fintech & Turtlemint Most Impacted Cos From Proposed IRDAI Framework
Maintain A Neutral Stance On PB Fintech
See 30% Cut In Revenue For PB Fintech, Which Will Drive A Large Cut In EPS
Bigger Negative Impact On Names Like Bandhan Bank, Axis Bank, IDFC First, & Indusind Bk
FY28 Numbers Will Remain Modest For HDFC Bk
PB Fintech & Turtlemint Most Impacted Cos From Proposed IRDAI Framework
Maintain A Neutral Stance On PB Fintech
See 30% Cut In Revenue For PB Fintech, Which Will Drive A Large Cut In EPS
Bigger Negative Impact On Names Like Bandhan Bank, Axis Bank, IDFC First, & Indusind Bk
FY28 Numbers Will Remain Modest For HDFC Bk