OnEMI Technology Solutions Ltd : PROVISIONAL Q2FY27 BUSINESS UPDATE
β’ Registered user base increased 32.6% year-on-year to 79.54 Mn as of September 30, 2026
β’ Cumulative customers served reached 12.80 Mn, up 22.5% from 10.45 Mn in the previous year
β’ Assets under Management (AUM) grew 68.4% year-on-year to approximately βΉ9,317 Cr
β’ Loan Against Property (LAP) portfolio mix increased to 7.9% of AUM
β’ Overall disbursements for Q2FY27 were approximately βΉ4,612 Cr
β’ Registered user base increased 32.6% year-on-year to 79.54 Mn as of September 30, 2026
β’ Cumulative customers served reached 12.80 Mn, up 22.5% from 10.45 Mn in the previous year
β’ Assets under Management (AUM) grew 68.4% year-on-year to approximately βΉ9,317 Cr
β’ Loan Against Property (LAP) portfolio mix increased to 7.9% of AUM
β’ Overall disbursements for Q2FY27 were approximately βΉ4,612 Cr
BAJAJ FINANCE β Q2 FY27 BUSINESS UPDATE
β’ Customer franchise: 128.85 million vs 110.64 million YoY
β’ Added 4.42 million customers during Q2 FY27
β’ New loans booked: 13.45 million, up 11% YoY
β’ AUM: βΉ5,84,750 Cr, up 26.5% YoY from βΉ4,62,261 Cr
β’ AUM increased by approximately βΉ37,800 Cr during Q2 FY27
β’ Deposits book stood at approximately βΉ69,750 Cr
β’ Q2 FY27 figures are provisional and subject to statutory auditor review
β’ Customer franchise: 128.85 million vs 110.64 million YoY
β’ Added 4.42 million customers during Q2 FY27
β’ New loans booked: 13.45 million, up 11% YoY
β’ AUM: βΉ5,84,750 Cr, up 26.5% YoY from βΉ4,62,261 Cr
β’ AUM increased by approximately βΉ37,800 Cr during Q2 FY27
β’ Deposits book stood at approximately βΉ69,750 Cr
β’ Q2 FY27 figures are provisional and subject to statutory auditor review
Bajaj Housing Finance Ltd : Q2 FY27 BUSINESS UPDATE
β’ Gross disbursements reached approximately βΉ19,930 Cr in Q2 FY27 compared to βΉ15,914 Cr in Q2 FY26
β’ Assets under management (AUM) grew 25% to approximately βΉ1,58,190 Cr as of 30 September 2026
β’ AUM increased by approximately βΉ8,566 Cr during Q2 FY27
β’ Loan Assets (AR) stood at approximately βΉ1,39,850 Cr as of 30 September 2026 compared to βΉ1,13,059 Cr as of 30 September 2025
β’ Company stated that information for 30 September 2026 is provisional and subject to statutory audit review
β’ Gross disbursements reached approximately βΉ19,930 Cr in Q2 FY27 compared to βΉ15,914 Cr in Q2 FY26
β’ Assets under management (AUM) grew 25% to approximately βΉ1,58,190 Cr as of 30 September 2026
β’ AUM increased by approximately βΉ8,566 Cr during Q2 FY27
β’ Loan Assets (AR) stood at approximately βΉ1,39,850 Cr as of 30 September 2026 compared to βΉ1,13,059 Cr as of 30 September 2025
β’ 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
π4
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
π3π1
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
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
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
Bazaar.Updateπ
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 beβ¦
US Declines To Join Saudi Offensive Against Houthis : Axios
π1
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
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 JAPANβS ITOCHU
CO DEPUTY MD SAYS CO IN TALKS TO SELL MINORITY STAKE IN CLEAN ENERGY UNIT TO JAPANβS ITOCHU
SHIPPING CORPORATION OF INDIA:
CO TARGETS βΉ2,000 CRORE FY27 PROFIT, PLANS FLEET EXPANSION
CO TARGETS βΉ2,000 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 βΉ1 LAKH CRORE CBG INVESTMENT IN ANDHRA PRADESH, TARGETING 3 LAKH JOBS
CO PLANS βΉ1 LAKH CRORE CBG INVESTMENT IN ANDHRA PRADESH, TARGETING 3 LAKH JOBS
β€1π1
UPDATE ON BANKING SECTOR:
LOANS AGAINST FDS SURGE 43% TO βΉ2.04 LAKH CRORE AS FCNR(B)-LINKED LEVERAGE FUELS BORROWING
LOANS AGAINST FDS SURGE 43% TO βΉ2.04 LAKH CRORE AS FCNR(B)-LINKED LEVERAGE FUELS BORROWING
M&M FINANCIAL SERVICES β Q2 FY27 BUSINESS UPDATE
β’ Q2 FY27 disbursements estimated at βΉ16,490 Cr, up ~22% YoY.
β’ H1 FY27 disbursements estimated at βΉ32,050 Cr, up ~22% YoY.
β’ Business Assets stood at ~βΉ1,46,300 Cr, up ~15% YoY.
β’ Collection Efficiency estimated at 97% vs 96% in Q2 FY26.
β’ Stage-3 estimated at 3.35β3.45% vs 3.94% in September 2025.
β’ Stage-2 estimated at 4.7β4.8% vs 5.8% in September 2025.
β’ Liquidity position remains comfortable with βΉ16,200+ Cr liquidity chest.
β’ Q2 FY27 disbursements estimated at βΉ16,490 Cr, up ~22% YoY.
β’ H1 FY27 disbursements estimated at βΉ32,050 Cr, up ~22% YoY.
β’ Business Assets stood at ~βΉ1,46,300 Cr, up ~15% YoY.
β’ Collection Efficiency estimated at 97% vs 96% in Q2 FY26.
β’ Stage-3 estimated at 3.35β3.45% vs 3.94% in September 2025.
β’ Stage-2 estimated at 4.7β4.8% vs 5.8% in September 2025.
β’ Liquidity position remains comfortable with βΉ16,200+ Cr liquidity chest.
β€1
Persistent Systems Ltd : EQUITY SHARE ALLOTMENT TO ESOP TRUST
β’ Allotment of 4,00,000 equity shares to PSPL ESOP Management Trust
β’ Allotment price of βΉ5 per equity share
β’ Total consideration of βΉ20 Lakh
β’ Allotment approved by the Stakeholders Relationship and ESG Committee on October 2, 2026
β’ Allotment of 4,00,000 equity shares to PSPL ESOP Management Trust
β’ Allotment price of βΉ5 per equity share
β’ Total consideration of βΉ20 Lakh
β’ Allotment approved by the Stakeholders Relationship and ESG Committee on October 2, 2026
BREAKING: Trump admin has revoked 250,000+ visas β most of any administration in history, per State Dept
π2
Granules India Ltd-$ : INCORPORATION OF WHOLLY OWNED FOREIGN SUBSIDIARY
β’ Company incorporated a wholly owned foreign subsidiary named TRITON FARMACEUTICA DO BRASIL LTDA
β’ The new subsidiary is located in Brazil
β’ Company incorporated a wholly owned foreign subsidiary named TRITON FARMACEUTICA DO BRASIL LTDA
β’ The new subsidiary is located in Brazil
Vedanta Power Ltd : Q2 PRODUCTION RELEASE
β’ Q2 sales rose 26% YoY to 5,593 million units
β’ H1 sales reached 10,817 million units, up 32% YoY
β’ Meenakshi Energy Ltd. Q2 sales rose 111% YoY to 1,470 million units
β’ Jharsuguda Thermal Plant Q2 sales increased 186% YoY to 873 million units
β’ Jharsuguda Thermal Plant availability factor improved to 98% in Q2 FY27 from 43% in Q2 FY26
β’ Sakti Thermal Plant remains temporarily shut down following a boiler incident on April 14, 2026
β’ Q2 sales rose 26% YoY to 5,593 million units
β’ H1 sales reached 10,817 million units, up 32% YoY
β’ Meenakshi Energy Ltd. Q2 sales rose 111% YoY to 1,470 million units
β’ Jharsuguda Thermal Plant Q2 sales increased 186% YoY to 873 million units
β’ Jharsuguda Thermal Plant availability factor improved to 98% in Q2 FY27 from 43% in Q2 FY26
β’ Sakti Thermal Plant remains temporarily shut down following a boiler incident on April 14, 2026