NETANYAHU TELLS SYRIAN PRESIDENT: JEWS HAVE BEEN IN THE GOLAN HEIGHTS SINCE THE TIME OF MOSES

US DEFENSE OFFICIAL: ABOUT 40 OF WEDNESDAY'S VESSELS THAT TRANSITED THE STRAIT OF HORMUZ COORDINATED WITH THE US MILITARY FOR PROTECTION.

CHINESE PRESIDENT XI CALLS ON CHINA & US TO KEEP AI TECHNOLOGY UNDER HUMAN CONTROL — XINHUA

CHINESE PRESIDENT XI: CHINA & US DELEGATIONS REACH NEW ARRANGEMENT AFTER TRADE TALKS; CALLS IT “GOOD NEWS”

TRUMP & XI AGREE TO SUPPORT EACH OTHER IN HOSTING 2026 APEC ECONOMIC LEADERS’ MEETING & G20 SUMMIT — XINHUA

AKASA AIR EYES MAJOR BOEING ORDER, IN TALKS FOR UP TO 200 737 MAX JETS — SOURCES

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

HERO MOTO AGAIN UP 15%

NSE'S CEO SAYS NSE WORKING ON COMMODITY AS AN AREA OF GROWTH, BOND INDEX FUTURES UNDER DISCUSSION WITH REGULATOR

TURTLEMINT DOWN 17 % FOLLOWED BY 20 % FALL IN YESTERDAY

𝗚𝗹𝗼𝗯𝗮𝗹 𝗗𝗲𝗳𝗲𝗻𝗰𝗲 𝗜𝗻𝗱𝘂𝘀𝘁𝗿𝗶𝗲𝘀: 𝗟𝗲𝗮𝘀𝗲𝘀 ~𝟭,𝟱𝟬𝟬 𝗔𝗰𝗿𝗲𝘀 𝗶𝗻 𝗠𝗮𝗵𝗮𝗿𝗮𝘀𝗵𝘁𝗿𝗮

• Entered into an agreement to lease ~1,500 acres of land in Ahilyanagar, Maharashtra.

• Lease approved by the Government of Maharashtra for 49 years, with an option to renew for another 49 years.

• Base lease rent: ₹50,000 per acre per annum.

• Lease rent to increase by 3% annually.

• GDIL will also have First Right of Refusal for ~900 acres within the leased land.

𝗩𝗮𝗿𝘂𝗻 𝗕𝗲𝘃𝗲𝗿𝗮𝗴𝗲𝘀: 𝗠𝗼𝗻𝗱𝗲𝗹𝗲𝘇 𝗗𝗶𝘀𝘁𝗿𝗶𝗯𝘂𝘁𝗶𝗼𝗻 𝗗𝗲𝗮𝗹 𝗶𝗻 𝗭𝗶𝗺𝗯𝗮𝗯𝘄𝗲

• Varun Beverages' Zimbabwe subsidiary signed an exclusive distribution agreement with Mondelez South Africa.

• Agreement effective from October 1, 2026.

• Exclusive rights to distribute Mondelez's chocolate, biscuit, candy & gum products in Zimbabwe.

• Company will leverage its existing snacks distribution network for portfolio expansion.

• No immediate capex planned for the expansion.

PEARL GLOBAL; CO TARGETS-$1 BN REVENUE BY FY30

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

Market extends gains, Nifty back above 23,100

DELOITTE INDIA, DEBASHISH BANERJEE ON IRDAI CONSULTATION PAPER

IRDAI Framework Is A Fundamental & Structural Shift And We Were Expecting It

The Intent Is Positive, As We Want To Reduce Distribution Costs

This Kind Of Shock Becomes Necessary For The Industry

We Need To Assess Whether This Cost Pressure Will Attract Policyholders

Industry Is Pushing Back, Hence We Need To Come To A Middle Ground

PATANJALI FOODS says

Custom Duty Cut Is Positive For Consumer Sentiment

Palm Oil Makes Up 50% Of The Biz

Expect Overall Volume To Grow Between 3-5%

Expects Vegetable Oil Volume Growth To Sustain At 2-4%

Festive Demand Is At Peak, Expected To Continue For Several Months

FY27 Volume For Edible Oils To Exceed FY26 Levels

DEEPAK FERTILISERS IN FOCUS

Russia plans to implement 30% tax on windfall profits

Tax on extra earnings from higher commodity prices in 2026

Fertilizer companies among sectors covered

Govt aims to capture gains from the recent commodity rally

Russian fertilizer makers may earn less

Higher taxes reduce their net profits

Could support global fertilizer prices

PN GADGIL:

CO EXEC SAYS Q3 WILL BE BUMPER QUARTER FOR THE COMPANY

JEWELLERY DEMAND IS LIKELY TO BE HIGHER THIS YEAR, CO WILL ADD 25 STORES IN FY27

WAAREE ENERGIES says

India's Semiconductor, Solar Mfg Drive Enables Specialty Gases Entry

Will Look At Ext Partnerships In Specialty Gases | Have Technical Capability For Specialty Gases Mfg

Many Of Specialty Gases Are Import-Dependent |Sees Good Revenue Potential For Specialty gases

To Invest ₹675 Cr In Electrolyser, Specialty Gases Facilities In Dahej

Gases Storage Will Be Operational From Next Qtr , Establishing Electrolyser Mfg Unit In Valsad

OFSS: ORACLE CORP – PARENT - INVOKES FORCE MAJEURE ON NEW MEXICO DATA CENTER PROJECT || ORACLE SENT A “FORCE MAJEURE” NOTICE TO THE DEVELOPER OF ITS DATA CENTER PROJECT IN NEW MEXICO