SAI LIFE SCIENCES, SIVARAMAKRISHNAN CHITTOR SAYS
See Steady Progress In China+1 Opportunity
In Discovery Segment Is 40% Pharma & 60% Biotech In Terms Of Revenue
Biotech Will Continue To Be Approx 35% Of Overall Rev & Will Continue To See An Uptick
Announced A Peptides Plant, Will Come Up By 2028
Expect To See A CAGR Growth Of 15-20% Over The Next 2-3 Years
See Steady Progress In China+1 Opportunity
In Discovery Segment Is 40% Pharma & 60% Biotech In Terms Of Revenue
Biotech Will Continue To Be Approx 35% Of Overall Rev & Will Continue To See An Uptick
Announced A Peptides Plant, Will Come Up By 2028
Expect To See A CAGR Growth Of 15-20% Over The Next 2-3 Years
INOX Clean Energy files DRHP with SEBI for a ₹10,000 Cr IPO, comprising a ₹8,000 Cr fresh issue and ₹2,000 Cr OFS
PRANJUL BHANDARI OF HSBC SAYS
Govt Capex Is Growing At 30-35%
Star Of The Season Is Exports, We Were Never An Export-driven Eco, This Is +Ve
I Do Believe That Growth Numbers Will Slow Down & 7.8% Is Not Sustainable
Expect Growth Rate Of Around 7%
FDI & FPI Inflows Not An Exciting Story Yet
Higher Dollar & Yields Are Generally Negative For Asian Economies
Govt Capex Is Growing At 30-35%
Star Of The Season Is Exports, We Were Never An Export-driven Eco, This Is +Ve
I Do Believe That Growth Numbers Will Slow Down & 7.8% Is Not Sustainable
Expect Growth Rate Of Around 7%
FDI & FPI Inflows Not An Exciting Story Yet
Higher Dollar & Yields Are Generally Negative For Asian Economies
TATA TUSSLE
SOURCES SAY
Venu Srinivasan Files Fresh Complaint With Maharashtra Charity Commissioner
Venu Srinivasan Seeks Inquiry Into Governance Of Sir Dorabji Tata Trust & Sir Ratan Tata Trust
Venu Srinivasan Questions Noel Tata's Status As Perpetual Trustee Of Tata Trusts
Venu Srinivasan Questions Noel Tata's Appointment As Tata Trusts Chairman
Venu Srinivasan Objects To Appointment Of Neville Tata As Trustee
Venu Srinivasan Alleges He Has Been Excluded From Key Decision-Making
Venu Srinivasan Seeks Suspension Or Removal Of Trustees If Warranted
SOURCES SAY
Venu Srinivasan Files Fresh Complaint With Maharashtra Charity Commissioner
Venu Srinivasan Seeks Inquiry Into Governance Of Sir Dorabji Tata Trust & Sir Ratan Tata Trust
Venu Srinivasan Questions Noel Tata's Status As Perpetual Trustee Of Tata Trusts
Venu Srinivasan Questions Noel Tata's Appointment As Tata Trusts Chairman
Venu Srinivasan Objects To Appointment Of Neville Tata As Trustee
Venu Srinivasan Alleges He Has Been Excluded From Key Decision-Making
Venu Srinivasan Seeks Suspension Or Removal Of Trustees If Warranted
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SONA COMS IN FOCUS
NEW CAFE-III NORMS TO ACCELERATE EV & EFFICIENCY DEMAND
CAFE-III GIVES 3X CREDIT TO EVs, BOOSTING EV DRIVETRAIN DEMAND
NEW CAFE-III NORMS TO ACCELERATE EV & EFFICIENCY DEMAND
CAFE-III GIVES 3X CREDIT TO EVs, BOOSTING EV DRIVETRAIN DEMAND
IRCON: CO SAYS WORST MAY BE OVER || RAILWAYS ON REVIVAL PATH : CONCALL
IRCON: CO SAYS MANAGEMENT TARGETS MAINTAINING FY27 PAT MARGIN AT 6-7%
IRCON: CO SAYS MANAGEMENT TARGETS MAINTAINING FY27 PAT MARGIN AT 6-7%
MPS LIMITED: CO. RECEIVES ISO/IEC 42001:2023 CERTIFICATION FOR ITS ARTIFICIAL INTELLIGENCE MANAGEMENT SYSTEM (AIMS)
KIRI INDUSTRIES / BODAL CHEMICALS & INDIAN H-ACID MAKERS
H-ACID PRICES SURGE ~300% YTD — CHINA NOW FACES ~10 KT SUPPLY DEFICIT
• H-Acid, a key intermediate for Reactive, Acid & Direct dyes, started 2026 at ~¥40,000/T
• Prices have surged ~300% since the start of 2026
• China now running an estimated ~10 KT deficit versus domestic demand
• Tight H-Acid availability is pushing prices sharply higher across the downstream dye chain
• Reactive Brilliant Blue: ~¥250,000/T → ~¥300,000/T
• Disperse Black: up to ~¥33,000/T in September
H-ACID PRICES SURGE ~300% YTD — CHINA NOW FACES ~10 KT SUPPLY DEFICIT
• H-Acid, a key intermediate for Reactive, Acid & Direct dyes, started 2026 at ~¥40,000/T
• Prices have surged ~300% since the start of 2026
• China now running an estimated ~10 KT deficit versus domestic demand
• Tight H-Acid availability is pushing prices sharply higher across the downstream dye chain
• Reactive Brilliant Blue: ~¥250,000/T → ~¥300,000/T
• Disperse Black: up to ~¥33,000/T in September
MARUTI SUZUKI : DIRECTOR RESIGNS; NEW SENIOR MANAGEMENT APPOINTED
• Mr. Kazunari Yamaguchi resigns as Whole-time Director (Production) w.e.f. close of business hours of September 30, 2026, pursuant to withdrawal of nomination by Suzuki Motor Corporation.
• He will continue as a Non-executive Director.
• Mr. Sarada Prasana Nayak appointed as Senior Management Personnel (SMP) – Head (Production and Production Engineering) w.e.f. October 1, 2026.
• Details of Mr. Nayak's appointment as per SEBI Regulations attached as Annexure "B".
Impact: Neutral (Executive changes within management structure and board composition.)
• Mr. Kazunari Yamaguchi resigns as Whole-time Director (Production) w.e.f. close of business hours of September 30, 2026, pursuant to withdrawal of nomination by Suzuki Motor Corporation.
• He will continue as a Non-executive Director.
• Mr. Sarada Prasana Nayak appointed as Senior Management Personnel (SMP) – Head (Production and Production Engineering) w.e.f. October 1, 2026.
• Details of Mr. Nayak's appointment as per SEBI Regulations attached as Annexure "B".
Impact: Neutral (Executive changes within management structure and board composition.)
COFORGE – Launches CXNova AI Platform
• Launched CXNova, an AI-native agentic customer experience platform.
• Uses multi-agent AI to deliver personalised, real-time customer experiences.
• Integrates customer, content, product and operational intelligence.
• Platform targets industries including travel, BFSI, insurance and healthcare.
• Launched CXNova, an AI-native agentic customer experience platform.
• Uses multi-agent AI to deliver personalised, real-time customer experiences.
• Integrates customer, content, product and operational intelligence.
• Platform targets industries including travel, BFSI, insurance and healthcare.
SEBI CHAIRMAN SAYS
Retail Bond Investors Need To Learn Much More Before Investing
Can't Have Daily NAVs Norm For AIFs Due To Illiquid Assets
Retail Access To Bond Mkt Eased But Knowledge Of Bonds Very Low
Engaged With RBI On Ironing Out FPI Onboarding Issues
Portfolio Managers Must Not Talk More, Deliver Less To Investor
Retail Bond Investors Need To Learn Much More Before Investing
Can't Have Daily NAVs Norm For AIFs Due To Illiquid Assets
Retail Access To Bond Mkt Eased But Knowledge Of Bonds Very Low
Engaged With RBI On Ironing Out FPI Onboarding Issues
Portfolio Managers Must Not Talk More, Deliver Less To Investor
UJJIVAN SMALL: CO SAYS FY27 CREDIT COST GUIDANCE RAISED TO 2.0-2.2% FY27 ROA GUIDANCE REVISED HIGHER ON RECORD PPOP MANAGEMENT SEES NO YIELD PRESSURE IN FY27
SEBI CHAIRMAN SAYS NOTHING UNDER CONSIDERATION OUTSIDE OF THE PAPER ON EQUITY DERIVATIVES (BSE)
SUN TV COMPANY TO SPLIT AND DEMERGE IPL FRANCHISE: TV
SUN TV IS PREPARING FOR DEMERGER FOR IPL BUSINESS - TV
SUN TV IS PREPARING FOR DEMERGER FOR IPL BUSINESS - TV
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Anupam Rasayan says
Bliss GVS Pharma: Post the creeping acquisition, Bliss to be consolidated in Anupam's results
-Bliss utilization expected to double to 60%+ vs 30%, translating into revenue of ₹2000cr +
- Expects strong growth from Tanfac & Jayhawk
Bliss GVS Pharma: Post the creeping acquisition, Bliss to be consolidated in Anupam's results
-Bliss utilization expected to double to 60%+ vs 30%, translating into revenue of ₹2000cr +
- Expects strong growth from Tanfac & Jayhawk
TRANSRAIL LIGHTING: CO WINS ORDER WORTH 5.7B; CO HAS ADDITIONAL L1 POSITION OF ₹694 CRORE
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KSH INT says
Higher EBITDA Per Tonne In Q1 Due To CTC Wire Mix
Comfortable With ₹75,000-Per-Tonne EBITDA
Higher EBITDA Per Tonne In Q1 Due To CTC Wire Mix
Comfortable With ₹75,000-Per-Tonne EBITDA
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