GODREJ PROPERTIES:
CO BETS ₹6,000 CRORE ON MUMBAI EXPANSION AS PREMIUM PROPERTY PRICES CROSS ₹80,000/SQ FT
CO BETS ₹6,000 CRORE ON MUMBAI EXPANSION AS PREMIUM PROPERTY PRICES CROSS ₹80,000/SQ FT
ARISINFRA SOLUTIONS:
CO TO ACQUIRE 16% ADDITIONAL STAKE IN BUILDMEX-INFRA FOR ₹60 CRORE, TAKING HOLDING TO 92%
CO TO ACQUIRE 16% ADDITIONAL STAKE IN BUILDMEX-INFRA FOR ₹60 CRORE, TAKING HOLDING TO 92%
INDIAN PHARMA SECTOR SET FOR ~10% FY27 GROWTH AS DOMESTIC DEMAND, CDMO ACTIVITY AND API RECOVERY OFFSET U.S PRESSURE
PREMIER ENERGIES:
CO SAYS THERE IS PAIN IN THE MARKET MARGINS WILL SEE PRESSURE IN COMING QTRS: INTERVIEW
CO SAYS THERE IS PAIN IN THE MARKET MARGINS WILL SEE PRESSURE IN COMING QTRS: INTERVIEW
VODAFONE IDEA
VODAFONE IDEA ADDED ABOUT 506,000 WIRELESS MOBILE SUBSCRIBERS IN AUGUST
VODAFONE IDEA ADDED ABOUT 506,000 WIRELESS MOBILE SUBSCRIBERS IN AUGUST
DREW PETTIT ROUNDHILL INVESTMENTS
S&P 500 & Nasdaq Can Survive US 10-yr Yield At Approx 5.3%
Rise In Real Rates Has Led To The Last 50-60 bps Increase In Yields
India Is Not Coming Up As A Thematic Idea Amongst EMS, Preference Still For Korea, Taiwan
Gold Is Breaking Down Because There Are Other Opportunities To Curb Inflation
Fed Just Released An Al Adoption Survey & Those Are Still Growing, At Early Stages
S&P 500 & Nasdaq Can Survive US 10-yr Yield At Approx 5.3%
Rise In Real Rates Has Led To The Last 50-60 bps Increase In Yields
India Is Not Coming Up As A Thematic Idea Amongst EMS, Preference Still For Korea, Taiwan
Gold Is Breaking Down Because There Are Other Opportunities To Curb Inflation
Fed Just Released An Al Adoption Survey & Those Are Still Growing, At Early Stages
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S NAREN OF ICICI PRU AMC
A Meaningful Drop In Oil Would Help The Indian Market At The Margin
The US AI Trade Is Sucking In All The Capital In The World
Huge Supply Of Paper, IPOs, Block Trades, Also Sucking Out Liquidity
Have Been Advising Asset Allocation Since 2023 When This Big Equity Supply Started
Not So Sure About Gold Being A Standalone Strong Buy, Would Use It In Asset Allocation
Like The Banks & Insurance Space, It's A Contrarian Sector To Bet On Right Now
A Meaningful Drop In Oil Would Help The Indian Market At The Margin
The US AI Trade Is Sucking In All The Capital In The World
Huge Supply Of Paper, IPOs, Block Trades, Also Sucking Out Liquidity
Have Been Advising Asset Allocation Since 2023 When This Big Equity Supply Started
Not So Sure About Gold Being A Standalone Strong Buy, Would Use It In Asset Allocation
Like The Banks & Insurance Space, It's A Contrarian Sector To Bet On Right Now
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PN VASUDEVAN OF EQUITAS SFB
We Don't Give Direct Agri Loan
Maha Govt Has Announced A Drought In Almost 2/3rd Of The State
Have Not Seen Any Issues In Recovery In The Past When Loan Waiver Was Implemented
10-11% Of Biz Is Micro Finance, & Maharashtra Contribution Is At 2%
We Haven't Seen Any Change In Repayment Pattern
Collection Efficiency Is At 99.7%
We Don't Give Direct Agri Loan
Maha Govt Has Announced A Drought In Almost 2/3rd Of The State
Have Not Seen Any Issues In Recovery In The Past When Loan Waiver Was Implemented
10-11% Of Biz Is Micro Finance, & Maharashtra Contribution Is At 2%
We Haven't Seen Any Change In Repayment Pattern
Collection Efficiency Is At 99.7%
VINATI ORGANICS:
RUPEE DEPRECIATION AIDS REALISATIONS, EXPECTING ATBS DEMAND PICK UP IN DECEMBER
RUPEE DEPRECIATION AIDS REALISATIONS, EXPECTING ATBS DEMAND PICK UP IN DECEMBER
VINATI ORGANICS:
FY27 OUTLOOK - VOLUME GROWTH EXPECTED AT 15%; ATBS VOLUME GROWTH EXPECTED AT 15-20%
FY27 OUTLOOK - VOLUME GROWTH EXPECTED AT 15%; ATBS VOLUME GROWTH EXPECTED AT 15-20%
SYMBIOTEC PHARMALAB: CO RECEIVES ESTABLISHMENT INSPECTION REPORT (EIR) FROM U.S. FDA FOR ITS PITHAMPUR (SEZ) MADHYA PRADESH, INDIA FACILITY WITH VAI CLASSIFICATION
INDIA STEEL SECY SAYS NATIONAL STEEL POLICY TO OPEN FOR PUBLIC COMMENTS NEXT WEEK; PLANNING TO LAUNCH NATIONAL STEEL POLICY SOON
VARMORA GRANITO: CO LAUNCHED LAB GROWN MARBLES, WILL BE A GROWTH DRIVER; GVT WILL BE 95% OF SALES THIS YEAR, VS 84% LAST YEAR