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
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
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
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
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
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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
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 โน675 Cr In Electrolyser, Specialty Gases Facilities In Dahej
Gases Storage Will Be Operational From Next Qtr , Establishing Electrolyser Mfg Unit In Valsad
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 โน675 Cr In Electrolyser, Specialty Gases Facilities In Dahej
Gases Storage Will Be Operational From Next Qtr , Establishing Electrolyser Mfg Unit In Valsad
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OFSS: ORACLE CORP โ PARENT - INVOKES FORCE MAJEURE ON NEW MEXICO DATA CENTER PROJECT || ORACLE SENT A โFORCE MAJEUREโ NOTICE TO THE DEVELOPER OF ITS DATA CENTER PROJECT IN NEW MEXICO
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RITES: CO. INITIATES PROCESS TO CLOSE BOTSWANA SUBSIDIARY RITES (AFRIKA), CITING LACK OF BUSINESS OPPORTUNITIES
PN GADGIL: CO EXEC SAYS JEWELLERY DEMAND IS LIKELY TO BE HIGHER THIS YEAR, CO WILL ADD 25 STORES IN FY27
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LG ELECTRONICS INDIA LTD: CO. RECEIVES SHOW CAUSE NOTICE FROM CUSTOMS OFFICE ALLEGING NON-INCLUSION OF ROYALTY PAYMENTS IN IMPORT VALUATION; PROPOSED RECOVERY OF CUSTOMS DUTY AMOUNTING TO โน153.58 CR.
ARIHANT SUPERSTRUCTURES: WHOLLY OWNED SUBSIDIARY DWELLCONS PVT. LTD. SIGNS AGREEMENT WITH ITC HOTELS FOR LUXURY HOTEL AT WORLD VILLAS, CHOWK MUMBAI 3.0; PROJECT TO INCLUDE 227 ROOMS AND 44 SUITES; ESTIMATED ANNUAL REVENUE OF โน150-200 CRORES ONCE OPERATIONAL.
SC TO HEAR YES BANK, AXIS BANK PLEA IN FORENSIC AUDIT CASE TUE (YES BANK, AXIS BANK)
TVS SRICHAKRA LIMITED: CO. OPENS TWO NEW EXCLUSIVE RETAIL OUTLETS IN UTTAR PRADESH AND UTTARAKHAND; 21ST STORE IN ALIGARH AND 20TH STORE IN BHOWALI; EXPANDS BRANDED RETAIL NETWORK FOR TYRE AND 2-WHEELER CARE EXPERIENCE.