Things I read yesterday as part of my stock research activities.
Core Business & Regulatory
🟢 Tata Motors Passenger Vehicles delivered over 100,000 cars between Navratri and Diwali, up 33% year on year. SUVs like Nexon and Punch led the sales, with EV deliveries crossing 10,000. Recent GST 2.0 cuts supported festive demand.
🟢 Karnataka’s Nandini sold 1,100 metric tonnes of festive sweets, clocking ₹46 crore revenue, about 38% higher than last year. The cooperative exceeded a 1,000-tonne target and plans wider festive distribution next season.
New Orders & Projects
🟢 Gulshan Polyols received allocation to supply 175,652 kiloliters of ethanol to oil marketing companies under the Ethanol Blended Petrol programme, an estimated order value of ₹1,184.9 crore. This supports India’s higher blending targets.
Partnerships & Acquisitions
🟢 CCI approved Torrent Pharma’s acquisition of a majority stake in JB Chemicals, subject to voluntary modifications. The ₹19,500 crore deal strengthens Torrent’s scale.
🟢 Rubicon Research’s subsidiary Advagen will buy stake in GEn1E Lifesciences for up to $3 million, implying roughly a 2.2 percent stake. It broadens Rubicon’s exposure to novel therapies.
🟢 Filatex India signed an MoU with Revti Business and Wastewear to collaborate on textile waste recycling, product innovation, and global co-branding under the ecosis yarn brand. Filatex will process feedstock into recycled PET chips and yarn.
Economy, IPOs & Other
🟢 India is pressing the Russia-led Eurasian Economic Union to lower non-tariff barriers before starting FTA talks.
🟢 Residential sales in Hyderabad, Bengaluru, and Chennai rose 47 percent in July to September to 38,644 units. Hyderabad led with 53 percent growth. Momentum could continue given upcoming launches and affordability.
🔴 Precious metals corrected sharply after record highs. Spot gold fell as much as 6.3 percent, the worst since 2013, while silver slid 8.7 percent, the biggest drop since 2021. Some profit booking has happened.
🔴 China’s economy grew 4.8 percent year on year in July to September 2025, slowing from 5.2 percent in the previous quarter as tariffs, weak demand, and property stress persisted.
That’s it for today.
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