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.
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%
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%
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
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
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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
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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
• 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
Bazaar.Update📊
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…
⚙️ 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
• 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
BAJAJ HOUSING FINANCE Q2 BIZ
• 💰 Gross disbursements rose 25.2% YoY to ~₹19,930 crore, UP 2.2% QoQ
• 📊 Assets Under Management (AUM) grew 24.8% YoY to ₹1,58,190 crore; increased
8,566 crore during Q2, UP 5.7% QoQ
• 🏦 Loan assets rose 23.7% YoY to ~₹1,39,850 crore, UP 6.6% QoQ
• 💰 Gross disbursements rose 25.2% YoY to ~₹19,930 crore, UP 2.2% QoQ
• 📊 Assets Under Management (AUM) grew 24.8% YoY to ₹1,58,190 crore; increased
8,566 crore during Q2, UP 5.7% QoQ
• 🏦 Loan assets rose 23.7% YoY to ~₹1,39,850 crore, UP 6.6% QoQ
Bazaar.Update📊
BAJAJ HOUSING FINANCE Q2 BIZ • 💰 Gross disbursements rose 25.2% YoY to ~₹19,930 crore, UP 2.2% QoQ • 📊 Assets Under Management (AUM) grew 24.8% YoY to ₹1,58,190 crore; increased 8,566 crore during Q2, UP 5.7% QoQ • 🏦 Loan assets rose 23.7% YoY to ~₹1,39…
BAJAJ HOUSING Q2 : CO REPORTED HIGHEST QOQ AUM GROWTH IN LAST 8 + QUARTERS
Q2 FY25 : +5.66%
Q3 FY25 : +5.60%
Q4 FY25 : +5.88%
Q1 FY26 : +5.00%
Q2 FY26 ; +5.26%
Q3 FY26 : +5.26%
Q4 FY26 ; +5.47%
Q1 FY27 : +6.34%
Q2 FY25 : +5.66%
Q3 FY25 : +5.60%
Q4 FY25 : +5.88%
Q1 FY26 : +5.00%
Q2 FY26 ; +5.26%
Q3 FY26 : +5.26%
Q4 FY26 ; +5.47%
Q1 FY27 : +6.34%
⛏️ MOIL | SEPTEMBER 2026 PRODUCTION & SALES
• September production: 1.81 Lakh MT vs 1.52 Lakh MT YoY
• September sales: 1.64 Lakh MT vs 1.42 Lakh MT YoY
• FY27 cumulative production: 9.61 Lakh MT vs 9.44 Lakh MT
• FY27 cumulative sales: 7.78 Lakh MT vs 7.10 Lakh MT
• FY27 production target: 25.85 Lakh MT
• September production: 1.81 Lakh MT vs 1.52 Lakh MT YoY
• September sales: 1.64 Lakh MT vs 1.42 Lakh MT YoY
• FY27 cumulative production: 9.61 Lakh MT vs 9.44 Lakh MT
• FY27 cumulative sales: 7.78 Lakh MT vs 7.10 Lakh MT
• FY27 production target: 25.85 Lakh MT
OnEMI Technology Solutions Ltd : PROVISIONAL Q2FY27 BUSINESS UPDATE
• Registered user base increased 32.6% year-on-year to 79.54 Mn as of September 30, 2026
• Cumulative customers served reached 12.80 Mn, up 22.5% from 10.45 Mn in the previous year
• Assets under Management (AUM) grew 68.4% year-on-year to approximately ₹9,317 Cr
• Loan Against Property (LAP) portfolio mix increased to 7.9% of AUM
• Overall disbursements for Q2FY27 were approximately ₹4,612 Cr
• Registered user base increased 32.6% year-on-year to 79.54 Mn as of September 30, 2026
• Cumulative customers served reached 12.80 Mn, up 22.5% from 10.45 Mn in the previous year
• Assets under Management (AUM) grew 68.4% year-on-year to approximately ₹9,317 Cr
• Loan Against Property (LAP) portfolio mix increased to 7.9% of AUM
• Overall disbursements for Q2FY27 were approximately ₹4,612 Cr
BAJAJ FINANCE – Q2 FY27 BUSINESS UPDATE
• Customer franchise: 128.85 million vs 110.64 million YoY
• Added 4.42 million customers during Q2 FY27
• New loans booked: 13.45 million, up 11% YoY
• AUM: ₹5,84,750 Cr, up 26.5% YoY from ₹4,62,261 Cr
• AUM increased by approximately ₹37,800 Cr during Q2 FY27
• Deposits book stood at approximately ₹69,750 Cr
• Q2 FY27 figures are provisional and subject to statutory auditor review
• Customer franchise: 128.85 million vs 110.64 million YoY
• Added 4.42 million customers during Q2 FY27
• New loans booked: 13.45 million, up 11% YoY
• AUM: ₹5,84,750 Cr, up 26.5% YoY from ₹4,62,261 Cr
• AUM increased by approximately ₹37,800 Cr during Q2 FY27
• Deposits book stood at approximately ₹69,750 Cr
• Q2 FY27 figures are provisional and subject to statutory auditor review
Bajaj Housing Finance Ltd : Q2 FY27 BUSINESS UPDATE
• Gross disbursements reached approximately ₹19,930 Cr in Q2 FY27 compared to ₹15,914 Cr in Q2 FY26
• Assets under management (AUM) grew 25% to approximately ₹1,58,190 Cr as of 30 September 2026
• AUM increased by approximately ₹8,566 Cr during Q2 FY27
• Loan Assets (AR) stood at approximately ₹1,39,850 Cr as of 30 September 2026 compared to ₹1,13,059 Cr as of 30 September 2025
• Company stated that information for 30 September 2026 is provisional and subject to statutory audit review
• Gross disbursements reached approximately ₹19,930 Cr in Q2 FY27 compared to ₹15,914 Cr in Q2 FY26
• Assets under management (AUM) grew 25% to approximately ₹1,58,190 Cr as of 30 September 2026
• AUM increased by approximately ₹8,566 Cr during Q2 FY27
• Loan Assets (AR) stood at approximately ₹1,39,850 Cr as of 30 September 2026 compared to ₹1,13,059 Cr as of 30 September 2025
• Company stated that information for 30 September 2026 is provisional and subject to statutory audit review
TRUMP ON DIESEL STOCKS & FED BUILDING
Europe agrees to release a massive amount of heavily stocked diesel oil
Diesel oil release process to begin immediately
Trump calls reports on renovation of the Fed building "lies"
Looks forward to learning results of DOJ investigation
Europe agrees to release a massive amount of heavily stocked diesel oil
Diesel oil release process to begin immediately
Trump calls reports on renovation of the Fed building "lies"
Looks forward to learning results of DOJ investigation
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CCL PRODUCTS, TATA CONSUMER PRODUCTS
INDIAN COFFEE EXPORTS RISE 25% TO 2.42 LAKH TONNES IN H1 FY27 ON STRONG DEMAND )
INDIAN COFFEE EXPORTS RISE 25% TO 2.42 LAKH TONNES IN H1 FY27 ON STRONG DEMAND )
RBI MAY RAISE REPO RATE BY 25 BPS AT OCTOBER MPC MEETING: SBI RESEARCH
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SRCS ON NOEL TATA'S LETTER TO TATA SONS
Noel Tata writes e-mail to Tata Sons questioning Sept 17 board meet processes
Noel Tata points out N Chandra's appointment not there in agenda of meeting for Sept 17
N Chandra's reappointment brought up under 'Debrief by NRC'
Noel Tata e-mails Tata Sons board on Sept 30 questioning post facto legal opinions
Noel Tata writes e-mail to Tata Sons questioning Sept 17 board meet processes
Noel Tata points out N Chandra's appointment not there in agenda of meeting for Sept 17
N Chandra's reappointment brought up under 'Debrief by NRC'
Noel Tata e-mails Tata Sons board on Sept 30 questioning post facto legal opinions