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 βΉ675 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 βΉ675 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 β PARENT - INVOKES FORCE MAJEURE ON NEW MEXICO DATA CENTER PROJECT || ORACLE SENT A βFORCE MAJEUREβ 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 βΉ153.58 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 βΉ150-200 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.
CESC LIMITED: ENTERS POWER PURCHASE AGREEMENT WITH PRISM JOHNSON FOR 49.5 MW WIND PROJECT; PJL TO INVEST UP TO βΉ40 CRORES FOR 26.5% STAKE IN KUS RENEWABLE PRIVATE LIMITED; PROJECT TO SUPPLY RENEWABLE POWER FOR 25 YEARS
INTERARCH BUILDING PRODUCTS: GUIDANCE UPGRADE - RAISE FY28 TOPLINE GUIDANCE RAISED FROM 2500CR TO 2700CR
NSE
Time for SEBI to re-consider self-listing of exchanges, NSE chairman says
Time for SEBI to re-consider self-listing of exchanges, NSE chairman says
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