MAZAGON DOCK SHIPBUILDERS – THOOTHUKUDI SHIPYARD CLARIFICATION

• MDL clarified that it is not proceeding with the Thoothukudi greenfield shipyard project.

• MDL had earlier explored the project, but it was not pursued after the Tamil Nadu JV selected another shipyard as Anchor Shipyard for the proposed Thoothukudi cluster.

• MDL is currently focused on proposed Greenfield Shipbuilding Industrial Clusters at Dighi, Maharashtra and Dugarajapatnam, Andhra Pradesh.

• MDL has been selected as the Anchor Shipyard for both proposed clusters under Maritime Amrit Kaal Vision (MAKV) 2047.

AdaniPorts Sep Update

--Handled Cargo Volume Up 11% YoY At 46 mt
--Logistics Rail Volume Up 3% YoY At 62,302 TEUs

--H1 Logistics Rail Volumes Down 13% YoY 312,763 TEUs
--H1 Handled Cargo Volume At 280 mt, Up 15% YoY

BRENT, US CRUDE FUTURES EXTEND DECLINES AFTER REPORTS OF POTENTIAL EUROPEAN DIESEL ,CRUDE STOCK RELEASE

HINDALCO INDUSTRIES: CO TERMINATES EQUITY PURCHASE AGREEMENT FOR ACQUISITION OF ALUCHEM COMPANIES, INC. DUE TO EXTENDED CLOSURE DELAYS; STRATEGY FOR HIGH-VALUE TECHNOLOGY-LED PRODUCTS REMAINS UNCHANGED.

SHYAM METALICS AND ENERGY: CO SIGNS NON-BINDING MOU WITH GOVERNMENT OF MAHARASHTRA FOR 9 MTPA GREENFIELD INTEGRATED STEEL COMPLEX; ESTIMATED INVESTMENT OF ₹50,000 CRORE; EXPECTED TO CREATE 30,000 JOBS.

BAJAJ FINSERV: CO. APPROVES SUBSCRIPTION TO WARRANTS CONVERTIBLE INTO EQUITY SHARES FOR UP TO ₹5,800 CRORE; TO BE ISSUED BY SUBSIDIARY BAJAJ FINANCE LIMITED; AIMED AT SUPPORTING CAPITAL RAISE AND INVESTOR CONFIDENCE.

LASER POWER & INFRA : CO AWARDED CONTRACTS WORTH ₹72.77 CRORES BY POWER GRID CORPORATION OF INDIA; INCLUDES SUPPLY OF HTLS CONDUCTORS AND RECONDUCTORING SERVICES FOR TWO 132KV TRANSMISSION LINES.

ICICI LIFE INSURANCE: CO ANUP BAGCHI RESIGNS AS MANAGING DIRECTOR & CEO EFFECTIVE OCTOBER 13, 2026; SIDHARATHA MISHRA APPOINTED COO FROM OCTOBER 6, 2026, AND AS MD & CEO FROM OCTOBER 14, 2026, SUBJECT TO REGULATORY APPROVAL.

SAUDI HAS ABOUT 4.5M B/D PIPELINE FLOW AVAILABLE FOR EXPORT

SAUDI ARABIA PUMPING CLOSE TO 6M B/D OIL ON EAST-WEST PIPELINE

IDEAFORGE TECHNOLOGY: CO RECEIVED ORDER DEMANDING TAX LIABILITY OF ₹545.86 MILLION UNDER CGST ACT; COMPANY PLANS TO FILE APPEAL EXPECTING FAVORABLE OUTCOME; NO IMMEDIATE MATERIAL IMPACT ON FINANCIALS OR OPERATIONS.

INDIA FX RESERVES, USD ACTUAL: 747.56B VS 765.90B PREVIOUS

US NONFARM PAYROLLS (SEP) ACTUAL: 29K VS 162K PREVIOUS; EST 90K

US UNEMPLOYMENT RATE (SEP) ACTUAL: 4.2% VS 4.1% PREVIOUS; EST 4.1%


U.S AVERAGE HOURLY EARNINGS (MOM) (SEP) ACTUAL: 0.1% VS 0.3% PREVIOUS; EST 0.3%

FED-DATED SWAPS NO LONGER PRICE ONE FULL RATE HIKE THIS YEAR.

U S 10 YR YIELD FALLS TO 5.17 V 5.26 EARLIER

TRUMP ON TRUTH SOCIAL:

I AM THRILLED TO ANNOUNCE THE REPUBLIC OF KOREA DEAL KEEPS GETTING BETTER! 8.4 BILLION DOLLARS FOR AN ENHANCED OIL RECOVERY PROJECT. PRODUCING MORE OIL AND GAS MEANS AMERICAN ENERGY DOMINANCE AND ENERGY SECURITY IN THE WORLD FOR THE FUTURE! PRESIDENT DONALD J. TRUMP

EU AMBASSADORS TO MEET THIS AFTERNOON TO DISCUSS DIESEL MARKET

TRUMP: EUROPE HAS JUST AGREED TO RELEASE A MASSIVE AMOUNT OF THEIR HEAVILY STOCKED DIESEL OIL. THE PROCESS WILL BEGIN IMMEDIATELY. THANK YOU FOR YOUR ATTENTION TO THIS MATTER! PRESIDENT DJT

MACRON: G7 TO RELEASE UP TO 100M BARRELS OF DIESEL, CRUDE

Sedemac Mechatronics Ltd : RECORD QUARTERLY ECU SALES

• Achieved highest-ever quarterly and Trailing Twelve Month (TTM) sales of control-intensive ECUs for the period ended September 30, 2026

• Reached a milestone of 1 million cumulative sales of ISG+EFI ECUs

• ISG+EFI ECUs incorporate the company's sensorless commutation technology

• Control-intensive ECUs include ISG ECU, ISG+EFI ECU, ISG+TCI ECU, EFI ECU, EV MCU, GCU, and ACM

⚙️ SEDEMAC MECHATRONICS | Q2 FY27 UPDATE

• Control-intensive ECUs sold in Q2 FY27: 14.53 Lakh units, up 37.5% YoY

• TTM sales: 45.97 Lakh units, up 44.2% YoY

• Achieved highest-ever quarterly and TTM sales of control-intensive ECUs

• ISG+EFI ECU cumulative sales crossed 10 Lakh units in September 2026

• ISG+EFI milestone reached in 23 months from launch in October 2024