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Top Stories
20 stories · as of 02 Nov, 07:00 PM UTC
India’s top LNG importer faces 90 delayed cargoes, plans recovery strategy. The delay of 90 LNG shipments hampers India’s gas supply, prompting the importer to seek alternative sources and expedite logistics. This could affect gas prices and supply reliability.
Trump threatens Iran; Tehran offers to reopen Hormuz in 48 hrs, raising regional tensions. Trump’s threat to use force against Iran risks disrupting oil flows through the Strait of Hormuz, while Tehran’s 48‑hour reopening offer hints at de‑escalation. This could swing oil prices and affect Indian energy imports.
Iran's supreme leader grants government authority over US peace talks, per Pezeshkian. Pezeshkian reports that Tehran’s top leader has delegated certain powers to the government to manage negotiations with the United States, potentially streamlining decision‑making. This shift could accelerate diplomatic progress...
India hits 50% non‑fossil power capacity target 5 years early, PM Modi announces. The milestone shows India’s rapid shift to renewables, boosting energy security and green investment. It signals policy momentum and could lift renewable‑energy stocks.
Canadian bond yields fall as oil prices dip, easing inflation worries. Yield decline reflects lower oil-driven inflation expectations, boosting bond demand. Investors see a softer inflation backdrop amid easing commodity prices.
PM Modi credits clean‑energy investments for shielding India from West Asia crisis, targeting 500 GW extra capacity. Modi praised domestic renewable projects that kept supply stable amid West Asia turmoil and announced plans to add 500 GW of clean‑energy capacity, boosting energy security and green growth.
India to review FPI LTCG tax demands, aims to resolve Tata Trusts‑Tata Sons dispute amicably. Finance Minister Sitharaman said the government will assess foreign portfolio investors’ requests for lower long‑term capital gains tax and expects the Tata Trusts‑Tata Sons issue to be settled peacefully. This could...
SEBI proposes ending 12.5% LTCG tax, potentially boosting long‑term equity investments. The Securities and Exchange Board of India (SEBI) has suggested scrapping the 12.5% tax on long‑term capital gains (LTCG). This move could encourage more long‑term holdings and increase market liquidity.
US 2026 midterms may shift FPI flows into India, affecting NIFTY and banking stocks. A Republican win could boost US growth expectations, drawing foreign portfolio inflows to India, while a Democratic win might heighten global risk appetite, benefiting Indian equities. Market volatility may rise as investors...
Oil falls ~4% as US‑Iran talks boost peace hopes. Crude prices dropped nearly 4% after US‑Iran talks raised expectations of reduced tensions in the Persian Gulf. The decline may ease import costs for India but supply risks remain a concern.
Food and shelter now dominate US household spending, highest share since 2010. US households are allocating a larger portion of their budgets to food and shelter, reflecting rising inflation and cost of living. This shift signals persistent price pressures and may influence global commodity demand.
RBI cuts interest on court‑attached FDRs to 3.5% without notice, Delhi HC says no defence. The RBI’s decision to lower the interest rate on court‑attached fixed‑deposit receipts to 3.5% without prior notice has been challenged by the Delhi High Court, which argues the RBI lacked a defence for this move. This could...
US 2026 midterms could shift GOP power, affecting India’s trade and policy ties. A Republican loss may weaken U.S. support for Indian exports and reduce investment flows, while a stronger Democratic stance could push for more trade reforms. The outcome also influences global market sentiment.
Knowledge Marine shares rise 4% after securing Rs 303 crore order, boosting 2026 outlook. The Rs 303 crore contract from a major client lifts Knowledge Marine’s stock by 4%, reinforcing its 67% projected growth for 2026. This win signals stronger demand for maritime logistics in India.
Vesuvius India reports Q3 FY2026 results and sells Mehsana asset. The company released its Q3 FY2026 earnings, detailing revenue and profit figures, and announced the sale of its Mehsana asset to improve its balance sheet.
Reliance shares jump 12% after Q2, adding Rs2 lakh crore to market cap. Reliance Industries saw a 12% surge in its stock price following strong Q2 earnings, boosting its market cap by Rs2 lakh crore. This rally reflects investor confidence in its diversified business and robust growth outlook.
Sun Pharma remains bullish despite mixed Q2 and earnings downgrades. Analysts cite strong pipeline and global demand to keep sentiment positive, even as Q2 earnings fell short and some ratings were lowered.
NEOGEN revenue up 42% driven by battery chemicals and capacity expansion. NEOGEN reported a 42% revenue jump as battery chemical sales surged and new capacity projects progressed, boosting its earnings outlook. The growth reflects strong demand for EV components and improved production efficiency.
Aavas Financiers surpasses Rs.25,000 crore AUM, marking a significant growth milestone. The asset‑management firm’s AUM exceeded Rs.25,000 crore, reflecting robust client inflows and expanding product offerings. This growth signals confidence in the Indian fintech lending sector.
CONCOR Q2 profit up 7% YoY to ₹353 crore, revenue flat, dividend declared. CONCOR reported a 7% year‑on‑year rise in Q2 profit to ₹353 crore, while revenue grew only marginally. The company also announced a dividend, signalling shareholder value creation.
Adani Ports Q2 FY27 earnings call highlights growth and operational updates. The transcript disclosed a 12% YoY revenue rise, improved berth utilisation, and a focus on digitalisation. Management reiterated a steady expansion plan amid rising cargo volumes.
Granules India Q2 FY27 revenue hits record but margins slip. The company posted a record revenue of ₹X crore in Q2 FY27, yet operating margin fell to Y%, reflecting higher cost pressures. Despite top‑line growth, profitability concerns may weigh on investor sentiment.
ITC Q2 profit drops 18% to Rs 4,229 crore while revenue up 5%. The company’s earnings fell 18% year‑on‑year, though revenue grew 5%, reflecting a mixed performance amid rising costs and competitive pressure.
CAPILLARY Q2 revenue up 51% YoY, EBITDA margin 17%. The company posted a 51% year‑over‑year revenue rise and achieved a 17% adjusted EBITDA margin, signaling strong operational performance and profitability growth.
Neogen Chemicals Q2 FY27 profit jumps 144%, battery unit scales up. Q2 FY27 earnings surged 144% to ₹X crore, driven by higher margins and a new battery unit that expanded production capacity. The company’s focus on battery chemistry positions it for growth amid rising EV demand.
Syrma SGS Technology releases Q2 FY27 earnings call recording. The company shares its Q2 FY27 financial results and outlook via a recorded earnings call, offering investors insight into performance and guidance.
Solar Industries India Ltd (NSE:SOLARINDS) Q2 2027 earnings expected to beat, 64% upside per GuruFocus. Analysts project strong revenue growth and margin improvement, driving a 64% upside in fair value. The company’s expanding solar portfolio and favorable policy backdrop underpin the bullish outlook.
AIA Engineering Ltd (NSE:AIAENG) Q2 2027 earnings preview. The report highlights key metrics for Q2 2027, offering investors insight into revenue, profit margins and guidance. It serves as a benchmark for performance expectations and potential valuation adjustments.
Lodha Developers reports INR 10,130 crore consolidated revenue in September quarter - Prop News Time
Lodha Developers posts INR 10,130 crore revenue for Sep quarter. The real‑estate firm reported consolidated revenue of INR 10,130 crore in the September quarter, reflecting strong sales and market demand. This growth signals healthy sector performance amid India’s housing boom.
ITC reports lower profit as higher cigarette prices reduce sales volume. ITC's Q4 earnings fell as price hikes on cigarettes dampened volume, pushing net profit down. The company remains cautious amid regulatory and pricing pressures.
Arvind Fashions Q2 FY27 revenue and EBITDA rise, signalling business upturn. The company reported higher revenue and EBITDA for Q2 FY27, reflecting improved sales and cost management. This growth suggests stronger market demand and operational efficiency.
Trident approves Rs 4,650 cr expansion plan The company has greenlit a Rs 4,650 cr expansion, boosting its capital expenditure and signalling growth prospects. This move may lift investor confidence and support the stock.
Sarda Energy reports record H1 EBITDA driven by energy earnings and expansion plans. The company posted a record H1 EBITDA, citing strong energy earnings and progress in mining and power projects, signaling robust growth prospects.
Trident Limited Q2 profit rises; ₹4,650 crore plan approved. Trident Limited reported higher Q2 earnings, boosting investor confidence. The company also secured a ₹4,650 crore expansion plan, signalling growth prospects.
Last updated: 02 Nov, 07:00 PM UTC