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 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

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%

JAPAN (JUL) LEADING INDEX CI ACTUAL: 117.7 VS 117.9 PREVIOUS

JAPAN (JUL) COINCIDENT INDEX ACTUAL: 120.6 VS 120.6 PREVIOUS

VINATI ORGANICS:

RUPEE DEPRECIATION AIDS REALISATIONS, EXPECTING ATBS DEMAND PICK UP IN DECEMBER

VINATI ORGANICS:

CO EXPECT TO BREAKEVEN IN VEERAL ORGANICS IN FY28

VINATI ORGANICS:

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

Guidance live lodha developers
PAT: ₹4,100–4,200 Cr (FY27)
PAT: >₹5,000 Cr (FY28)
revenue growth: 17-18% CAGR (through FY31)
data center rental income: >₹2,000-2,500 Cr (by FY32)
data center capex: ₹10,000-11,000 Cr

360 One Wam: 35.2 Lakh Shares Change Hands In A Block Deal

WESTLIFE FOODWORLD:

CO PROMOTER ADMAS INDUSTRIES PVT LTD ACQUIRED 1.23% STAKE VIA OPEN MATKET BETWEEN 23RD TO 28 SEPT

S&P SAYS TATA SONS LISTING MAY HAVE NO IMMEDIATE RATING IMPACT, TATA GROUP LISTING, CHANGES MAY RESHAPE CREDIT

UNITED SPIRITS: CO EVP RESIGNS

EVEREST KANTO CYLINDER | CREDIT RATING

• CARE reaffirms CARE A-/Stable rating for Long-Term Bank Facilities

• Short-Term Bank Facilities reaffirmed at CARE A2+

• FY26 consolidated TOI: ₹1,470.57 Cr

• FY26 PBILDT margin improved to 14.04% vs 11.91% in FY25

• Q1FY27 PBILDT margin: 13.68%

• Overall gearing: 0.19x in FY26

• Tangible net worth: ₹1,399.20 Cr

• CARE expects profitability to remain around 12–14% going forward

IRAN'S REVOLUTIONARY GUARDS SPOKESPERSON CALLS TRUMP 'A BIG LIAR' AND SAYS US CITIZENS DESERVE THE TRUTH.

SMALL APPLIANCE MAKERS HOLD PRICES AS BIG BRANDS HIKE AHEAD OF FESTIVE SEASON; LARGE APPLIANCE MAKERS TO INCREASE PRICES FROM OCTOBER.

ADANI POWER: MANAGEMENT HAS RAISED THE LONG-TERM CAPACITY GUIDANCE TARGET TO 45 GW BY FY2031. FOR THE CURRENT YEAR (FY2027), THEY GUIDED A MASSIVE ₹23,000 CRORE CAPEX, FOLLOWED BY ₹30,000 CRORE IN FY2028

ADANI POWER: MANAGEMENT IS SIGNALING A MASSIVE SHIFT INTO GROWTH MODE, RAISING ITS CAPACITY TARGET TO 45 GW AND OUTLINING A ₹2 LAKH CRORE MULTI-YEAR SPENDING PLAN.