CHINA'S FINAL CURRENT ACCOUNT SURPLUS FOR Q2 IS $193.7 BILLION, DOWN FROM PRELIMINARY SURPLUS OF $195.1 BILLION.

NIFTY REBALANCING AT 3 PM

EXPECT VOLATILITY IN LAST 30 MINS

EXPECT NIFTY 50 TO HIT 25,900 BY MARCH

NOMURA RESEARCH OFFICIAL

Have slightly bearish outlook on GDP growth

Will see moderation in corporate earnings growth hereon

Input cost pressures yet to have full impact on profit margin

Correction in market reflects pain beyond oil prices

Rupee depreciation not a concern for FPIs as of now

May see earnings estimate cut if oil trends around $100-$110/bbl

Won't be too concerned if oil trades around $90-$100 a barrel

Tech, geopolitics main concerns for long-term growth in markets

Expect Nifty 50 to grow 13% by March

Have constructive view on IT stocks

TATA MOTORS CV

SEP VAHAN DATA : Tata Motors CV outperforms Ashok Leyland 🟢

DR REDDY'S: CO CFO SAYS OPEN TO ACQUISITIONS OF ANY SIZE, RIGHT ASSETS MATTER

DR. REDDY'S LABORATORIES:

CO CFO SAYS CONFIDENT OF "HIGH-TEEN" REVENUE GROWTH FY27, BEYOND;

HAVE LEVERAGE TO PURSUE UP TO $2B "STRATEGIC ASSET" ;LOOKING TO BUY COMPANIES, BRANDS ACROSS THERAPIES

DR. REDDY'S LABORATORIES:

NEW PDT LAUNCHES, STRENGTHENED BASE BUSINESS TO DRIVE GROWTH; LONG-TERM EBITDA MARGIN AIM 25%, SEES 20% FOR FY27

𝗙𝗢𝗥𝗧𝗜𝗦 𝗛𝗘𝗔𝗟𝗧𝗛𝗖𝗔𝗥𝗘: 𝗦𝗨𝗣𝗥𝗘𝗠𝗘 𝗖𝗢𝗨𝗥𝗧 𝗢𝗥𝗗𝗘𝗥

• Supreme Court disposes of Fortis Healthcare’s Special Leave Petition challenging the Delhi High Court order on forensic audit.

• Forensic audit will proceed independently as directed by the Delhi High Court.

• IHH Healthcare reiterates that its 2018 acquisition of Fortis was transparent and fully regulated.

• IHH plans to increase its stake in Fortis to 51% over 3–5 years.

• IHH targets expanding Fortis’ capacity to 10,000 beds by 2031.

ARISINFRA SOLUTIONS: CO SUBSIDIARY SECURES DAAS ORDER FOR ₹400 CRORE GDV TRANSCO UNO PROJECT IN KALINA, MUMBAI

ARISINFRA SOLUTIONS: CO. SECURES SERVICE ORDER WORTH ₹400 CRORES FROM TRANSCON BELLAVIU PRIVATE LIMITED FOR DAAS SERVICES; ENGAGEMENT COMMENCES ON SEPTEMBER 29, 2026, FOR 18 MONTHS, EXTENDABLE BY MUTUAL CONSENT

INDO BORAX & CHEMICALS: CO COMPLETES ACQUISITION OF 64.26% STAKE IN KRONOX LAB SCIENCES

SAUDI ARABIA :ISSUES POTENTIAL DANGER ALERT IN NAJRAN

UKMTO: GETS TIME-LATE REPORT OF INCIDENT IN HORMUZ

BHARAT PARENTERALS: CO BOARD APPROVES ₹139 CRORE PREFERENTIAL ISSUE OF 9.13 LAKH SHARES AT ₹1,522.85 EACH TO 15 INVESTORS

OMAN PLANS TO MORE THAN DOUBLE OIL STORAGE CAPACITY AT DUQM

OMAN'S OQ MULLS BUYING TWO SUPERTANKERS FOR FLOATING STORAGE

ISRAELI PRIME MINISTER BENJAMIN NETANYAHU SAID ON TUESDAY THERE WERE SIGNS ISRAEL'S ENEMIES COULD TRY TO ATTACK AS THE COUNTRY'S ELECTION APPROACHES, WARNING THAT ISRAEL COULD REACH ITS ADVERSARIES "ANYWHERE, ANYTIME.

INDIA'S ODISHA STATE CLEARS 19 INVESTMENT PROPOSALS WORTH 32.80B RUPEES

🔥 JNK INDIA: SIGNIFICANT ORDERS

• Order Amount: ₹100–300 Cr (company classifies it as “Significant”)

• Received 2 significant orders from an Indian customer.

• Order 1: Supply of complete Flare Package.

• Order 2: Installation, erection, commissioning & performance testing.

• Execution: 16 months for mechanical completion.

• Domestic project to be executed in India.

BLOCK DEAK IN CUBE HIGHWAYS TRUST

Seventy Second Investment Co Sells 4.5 Cr Units (3.4% Stake) In Co For ₹689 Cr

L&T Buys 97.8 Lk Units For ₹150 Cr

White Oak Capital MF Buys 84.4 Lk Units For ₹130 Cr

HDFC Standard Life Ins Co & ICICI Pru Life Ins Co Buy 68.32 Lk Units Each For ₹105 Cr

Birla MF, HSBC MF, Kotak Mah Life Ins Co, Kotak Mah MF & Max NY Life Ins Buy 26.09 Lk Units Each For ₹40 Cr

Units Were Sold At An Avg Price Of 153.3/Unit On BSE

𝗦𝗔𝗠𝗩𝗔𝗥𝗗𝗛𝗔𝗡𝗔 𝗠𝗢𝗧𝗛𝗘𝗥𝗦𝗢𝗡: 𝗝𝗖𝗥 𝗢𝗨𝗧𝗟𝗢𝗢𝗞 𝗨𝗣𝗚𝗥𝗔𝗗𝗘

• Japan Credit Rating Agency upgrades outlook from Stable to Positive.

• Foreign Currency Long-Term Issuer Rating: ‘A’ with Positive outlook.

• Rating action reflects an improved assessment of the company’s credit profile.