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

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

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%

⛏️ 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

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

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

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

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

CCL PRODUCTS, TATA CONSUMER PRODUCTS

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

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

SAUDI ARABIA PLANS OFFENSIVE AGAINST HOUTHIS IN YEMEN

Saudi Arabia plans offensive against Houthis in Yemen

Saudis mull coastal push to secure Red Sea, assault on multiple fronts

Saudi operation expected to launch in coming weeks

Saudi operation will be led by Yemeni forces on ground

US Declines To Join Saudi Offensive Against Houthis : Axios

ICICI LIFE:

CO APPOINTS SIDHARATHA MISHRA AS MD, CEO FOR 5 YRS; ANUP BAGCHI TO STEP DOWN AS MD, CEO OF ICICI LIFE EFFECTIVE OCT 13

L&T:

CO DEPUTY MD SAYS CO IN TALKS TO SELL MINORITY STAKE IN CLEAN ENERGY UNIT TO JAPAN’S ITOCHU

SHIPPING CORPORATION OF INDIA:

CO TARGETS ₹2,000 CRORE FY27 PROFIT, PLANS FLEET EXPANSION

PHARMA, EV AND OTHER INDUSTRIES SEEK GST RELIEF TO UNLOCK ACCUMULATED INPUT TAX CREDIT

DRUG PANEL REJECTS NATIONAL CAP ON WHOLESALE LICENCES, CALLS FOR STRICTER STATE-LEVEL MONITORING

RELIANCE INDUSTRIES:

CO PLANS ₹1 LAKH CRORE CBG INVESTMENT IN ANDHRA PRADESH, TARGETING 3 LAKH JOBS

UPDATE ON BANKING SECTOR:

LOANS AGAINST FDS SURGE 43% TO ₹2.04 LAKH CRORE AS FCNR(B)-LINKED LEVERAGE FUELS BORROWING