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

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

PN GADGIL SAYS Q3 WILL BE BUMPER QTR

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 ₹153.58 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 ₹150-200 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.

AUTOMOTIVE AXLES MGMT SAYS REVISE OUTLOOK FOR FY27 UPWARDS: TV

CESC LIMITED: ENTERS POWER PURCHASE AGREEMENT WITH PRISM JOHNSON FOR 49.5 MW WIND PROJECT; PJL TO INVEST UP TO ₹40 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

Ashok Leyland:

20 lk shares change hands in a block deal

Adani Power:

NCLT, Mumbai Approves amalgamation of 10 arms into the company

𝗘𝗹𝗹𝗲𝗻𝗯𝗮𝗿𝗿𝗶𝗲 𝗜𝗻𝗱𝘂𝘀𝘁𝗿𝗶𝗮𝗹 𝗚𝗮𝘀𝗲𝘀: 𝗖𝗼𝗺𝗺𝗶𝘀𝘀𝗶𝗼𝗻𝘀 𝟯𝟮𝟱 𝗧𝗣𝗗 𝗔𝗦𝗨

• Successfully commissioned its 325 TPD Air Separation Unit (ASU) on September 25, 2026.

• Plant commissioned under a 15-year onsite industrial gas supply agreement with Jai Balaji Industries.

• Agreement was signed on February 14, 2025.

• Revenue generation to commence from September 2026 under a take-or-pay contract.

• Commissioning strengthens the company's presence in Eastern India & expands its onsite business portfolio.

• Long-term contract provides recurring revenue visibility.

NDTVPROFIT DEALING BUZZ

AJAX ENG

Buzz of corporate development expected , Potential stake sale by existing promoters on cards 🟢

GANESH BENZOPLAST

Buzz of company selling its terminal business soon - 🟢

AGI GREEN , UNIFIED DATA

Buy flows on PMS desk , Dealers expect some positive newsflow - 🟢

BSE

Sell flows on DII desk 🔴

ORCHID PHARMA:

Buzz of potential fund raise announcement 🟢

DMART

Buy flows on DII desk , Buzz of strong Q2 update 🟢