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

M&M FINANCIAL SERVICES – Q2 FY27 BUSINESS UPDATE

• Q2 FY27 disbursements estimated at ₹16,490 Cr, up ~22% YoY.

• H1 FY27 disbursements estimated at ₹32,050 Cr, up ~22% YoY.

• Business Assets stood at ~₹1,46,300 Cr, up ~15% YoY.

• Collection Efficiency estimated at 97% vs 96% in Q2 FY26.

• Stage-3 estimated at 3.35–3.45% vs 3.94% in September 2025.

• Stage-2 estimated at 4.7–4.8% vs 5.8% in September 2025.

• Liquidity position remains comfortable with ₹16,200+ Cr liquidity chest.

Persistent Systems Ltd : EQUITY SHARE ALLOTMENT TO ESOP TRUST

• Allotment of 4,00,000 equity shares to PSPL ESOP Management Trust

• Allotment price of ₹5 per equity share

• Total consideration of ₹20 Lakh

• Allotment approved by the Stakeholders Relationship and ESG Committee on October 2, 2026

BREAKING: Trump admin has revoked 250,000+ visas — most of any administration in history, per State Dept