.*INSTL. INVESTORS EQUITY DERIVAT. TRADES AS ON 30-09-2025 :*

*FIIS F & O : RS. CRS. :*

*TOTAL NET BUY : +13,462* 😃

*INDEX FUT. : -2,717*

*INDEX OPT. : +15,912*

*STOCK FUT. : +654*

*STOCK OPT. : -387*

*INSTL. INVEST. EQUITY CASH PROV. TRADES AS ON : 30-09-2025 :*

*FIIS : SELL -2,327 (18,730-21,057)* 😥

*DIIS : BUY +5,761 (16,948-11,187)* 😃

*BSE SENSEX : -97 (80,268)🔽*

*NSE NIFTY : -24 (24,611)🔽*

*BSE MIDCAP. : +18 (44,916)🔼*

*BSE SMLCAP. : 00 (52,195)*↔️

*B. CRUDE : $ 65.87 🔽😃*

*GOLD : $ 3,843=INR 1,20,300(10gr)*🔼🙂

*SILVER : RS. 1,50,000 (kg)🔼😃*

*FOREX : RS. $ 88.78 🔽 ☺️*

*6.79% GOI '34: 6.6428%(100.9850)🔼😩*

*6.33% NEW '35: 6.5770%(98.2550)🔼☺️*

*6.68% GOI '40: 6.8755% (98.19)🔼☺️*

*News Headlines from Business News Agencies :*

*Business Standard :*

📝 Monsoon season ends with 8% higher-than-normal rainfall, says IMD

📝 India adds record 20.1 GW renewable capacity in Apr-Aug, 123% jump YoY

📝 Ecom platforms on government radar for compliance with GST rate cuts

📝 FSIB recommends Ramakrishnan Chander as LIC's next managing director

📝 Oil outlook: Supply excess, weak Asia demand to keep WTI in $61-66 range

📝 Rajesh Agrawal takes charge as commerce secretary from October 1

📝 RBI eases small business loan rules, expands lending scope against gold

📝 After ethanol tender pricing setback, sugar industry hopes for review

📝 OYO-owned Innov8 revenue jumps 58% to ₹38 crore in June quarter

📝 Balaji Wafers' stake sale plan on hold amid weak response from PE investors

📝 Air India, Airbus set up joint venture pilot training facility in Haryana

📝 Toyota claws back China market share with $15,000 electric vehicle launch


*Economic Times :*

📝 India's gold, silver imports nearly double despite record prices ahead of festivals, sources say

📝 Corporate India’s credit quality holds steady despite US tariff shock

📝 Allied Blenders to enter single malt whisky, expects turnover to double in 5 years

📝 Citigroup forecasts Big Tech's AI spending to cross $2.8 trillion by 2029

📝 Monsoon withdrawal likely to be delayed: IMD

📝 Realty developer Conscient appoints Rishi Raj as Chief Executive Officer

📝 Hyatt signs The Landmark Kanpur, 2nd JdV by Hyatt Hotel in India

📝 EV firm Simple Energy plans aggressive expansion by 2029

📝 HCC, KRCL join hands to execute largescale transport projects in India, overseas

📝 Fintech startup Ignosis raises $4 million from PeakXV’s Surge, others

📝 Deeptech startup EyeROV bags Rs 47 crore order from Indian Navy


*Mint :*

📝 India’s April-August fiscal deficit rises to ₹5.98 tn, 38.1% of annual target

📝 PSBs should consider shared technology to achieve economies of scale: RBI Dy Guv

📝 US tariff effect: ADB trims India’s growth outlook for FY26 and FY27 to 6.5%

📝 Govt extends export benefits under RoDTEP scheme till Mar 2026

📝 Man Industries says no material impact of SEBI order on companys current, future ops

📝 Blue Jet Healthcare investors await margin recovery amid rosy growth prospects

📝 RBI issues revised liquidity management framework

📝 IPO-bound WeWork India posts ₹14.14 cr loss in Apri-Jun, revenue rises 19pc to ₹535cr

📝 Indian Oil faces pressure. Petchem, green energy are the big bets

📝 Real estate tokenization makes premium property as accessible as mutual funds

📝 Sounding the alarm: India's EVs to feature pedestrian warning system by 2026

🇮🇳India Daybook – Stocks in News


*Suryoday SFB:* The bank received the full Rs 314 Crores claim amount from the National Credit Guarantee Trustee Company. (Positive)

*Sri Lotus:* Company launched two new projects with estimated Gross Development Values of Rs 700 crore and Rs 300 crore, respectively. (Positive)

*HUDCO:* Company sanctioned Rs 92,710 crore and disbursed Rs 25,839 crore in loans for the half-year ended Sept. 30, with second quarter disbursements growing 43.6% year-on-year to Rs 13,026 crore. (Positive)

*RITES:* Company has signed a pact with Etihad Rail to further augment business collaboration. (Positive)

*Time Techno:* Company has obtained the BIS license for the manufacturing and sale of PE Pipes used in Gas Distribution networks. (Positive)

*KNR Constructions:* Company has received a letter of acceptance from the Greater Hyderabad Municipal Corporation for a construction order valued at Rs 72.8 crore. (Positive)

*KP Energy:* The Group, through its arm KPI Green Hydrogen & Ammonia, signed a strategic MOU with South Korea's Jeonbuk Province to advance the global green hydrogen ecosystem (Positive)

*PTC Industries:* Company expands Aerospace & IGT Capabilities with Strategic Tech Upgrades (Positive)

*Pricol:* Company and BOE Varitronix Team Up for Display Tech Localization in India. (Positive)

*Swan Defence:* Company and Samsung Heavy Industries Join Forces for Next-Gen Shipbuilding in India. (Positive)

*Allied Blenders:* Company opened High-Tech PET Bottle Plant in Telangana (Positive)

*TVS Supply Chain:* Company expands with High-Tech Iowa Facility & Eyes $500M Revenue Goal (Positive)

*AGI Infra:* Company secures Major Housing Project Worth ₹325 Crores (Positive)

*PFC:* Company expands with New Subsidiary for Power Transmission Project. (Positive)

*YOGI Ltd:* Company secures ₹50.83 Crore Order for Industrial Components (Positive)

*Cantabil Retail:* Company opened 11 New Showrooms in September 2025 (Positive)

*Atlantaa:* Company secures Major ₹2,485 Crore Expressway Project in Maharashtra (Positive)

*RCF:* The NCLT Approved Resolution Plan for FACT-RCF Joint Venture (Positive)

*SJVN:* Company hits 629.9 MW Milestone in Bikaner Solar Project. (Positive)

*Dalmia Bharat Sugar:* Company announced that the Madras High Court has quashed a Rs 120 Crores surface rights compensation demand that was previously raised against the company. (Positive)

*Lupin:* Company secures FDA Approval for Pediatric Blood Clot Treatment (Positive)

*Panache Digilife:* PM Consultancy bought 1.30 Lakh shares at a price of Rs 396 per share. (Positive)

*Pfizer:* Pfizer Inc., the US parent has secured a three-year reprieve from the tariffs on pharmaceutical imports imposed by US President Donald Trump. (Positive)

*Zydus Lifesciences:* Company extends API Business Acquisition Deadline to Dec 2025 (Neutral)

*ICICI Bank:* Received a Show Cause Notice of Maharashtra Goods and Services Tax Act, 2017 from Additional Commissioner of CGST and CEx., Mumbai raising GST demand amounting to ₹ 216.0 Crore (Neutral)

*Jost's Engineering:* Company secures ₹3.64 Cr Order from Google IT Services India (Neutral)

*Subex:* Company extends Key APAC Partnership in $5.6M Deal. (Neutral)

*Swan Corp:* SEBI penalises Swan Corp executive for insider trading violations (Neutral)

*Bharti Airtel:* Company appoints Shashwat Mehra as Additional and Independent Director for 5 years. (Neutral)

*Newgen:* The company received an adverse judgement from the Qatar Investment & Trade Court, ordering it to pay approximately Rs 12.65 crore plus court costs. (Neutral)

*Tata Motors:* Company has incorporated a new arm named TML CV Holdings BV in the Netherlands and company have invested Rs 120 Crores (Neutral)

*Sastasundar:* Company’s unlisted material subsidiary received shareholder approval, for the buy-back of up to 20.27 lakh equity shares (8.55% of paid-up capital) at Rs 493.21 per share (Neutral)

*Ola Electric:* Company’s arm will raise Rs 877.6 crore by issuing 87.76 crore OCRPS to its other arm, Ola Cell, via private placement.

(Neutral)

*LG Bros:* Company detected a malware incident that affected some of its IT systems (Neutral)

*Adani Total Gas:* Company announced the resignation of Parag Parikh as the Chief Financial Officer and is in the process of appointing a new CFO. (Neutral)

*BHEL:* Company received a combined GST Show Cause Notice from the Mysuru Audit Commissionerate for fiscal year 2019-2023 for a demanded amount of Rs 65.75 crore. (Neutral)

*REC:* Company has incorporated two new arms Kempegowda Power Transmission and Barmer HYDC Power Transmission. (Neutral)

*GICRE:* Company announced that Ramaswamy Narayanan has ceased to be the Chairman & Managing Director upon reaching the age of superannuation. (Neutral)

*PB Fintech:* The Board has re-appointed Yashish Dahiya as Chairman, CEO & Executive Director for five years and Alok Bansal as Executive Vice Chairman & Whole-Time Director for five years. (Neutral)

*UPL:* Company announced that Advanta Mauritius completed the acquisition of the post-harvest business housed under UPL's arm, Decco Holdings UK. (Neutral)

*Fusion Finance:* Company has appointed Sanjay Garyali as the MD and CEO, following the resignation of Devesh Sachdev as MD. (Neutral)

*Aviation stocks:* Jet Fuel price hiked by ₹3,052.50/kl to ₹ 93,766/kl in (Neutral)

Circuit filter change from 5% to 20%: Dev Accelerator. (Neutral)

Circuit filter change from 20% to 5%: Bharat Gears. (Neutral)

*Trustedge Capital Ltd:* Ex-Date Today, Right Issue of Equity Shares (Neutral)

*GEE Ltd:* Ex-Date Friday, Bonus Issue 1:1 (Neutral)

*Glenmark Pharmaceuticals:* Ex-Date Friday, Interim Dividend - Rs. - 2.5 (Neutral)

*Paushak Ltd:* Ex-Date Friday, Bonus Issue 3:1, Stock Split from Rs.10/- to Rs.5/- (Neutral)

*Shilpa Medicare Ltd:* Ex-Date Friday, Bonus Issue 1:1 (Neutral)

*Sumeet Industries:* Ex-Date Friday, Stock Split from Rs.10/- to Rs.2/- (Neutral)

*UH Zaveri:* Ex-Date Friday, Right Issue of Equity Shares (Neutral)

*NIACL:* Company has received an order from the Additional Commissioner, CGST & Central Excise Palghar, alleging non-payment of GST on coinsurance premiums & reinsurance commissions, with a tax demand of ₹2379 crore.

*SKF India:* Company announced the resignation of Mukund Vasudevan as MD and Ashish Saraf as CFO


*Arvind Fashions:* Company announced the resignation of Shailesh Chaturvedi as the Managing Director and CEO of the company.

RBI's Monetary Policy Update: October 2025

Policy Pause Continued Amid Global Uncertainty and Improved Inflation Growth Dynamix

The RBI Monetary Policy Committee delivered a status quo policy as widely expected. The repo rate remains at 5.5% and the stance continues to be NEUTRAL, with the decision receiving unanimous support from all MPC members

The central bank emphasized that the impact of the earlier 100 bps rate cuts is still unfolding, and hence, further action will be contingent on the evolving macro landscape. The RBI appears in no rush to cut rates again, despite headline inflation easing considerably and growth holding up well. However, our assessment indicates that there may be one rate cut of 25bps in December Policy.

Key Takeaways:
# Repo rate unchanged at 5.5%, on expected lines
# Stance remains Neutral; decision was unanimous
# CPI inflation forecast for FY26 revised further lower to 2.6% (from 3.1%)
# FY26 GDP growth forecast increased to 6.8% from 6.5%, signaling confidence in domestic growth
# Liquidity surplus has stood at Rs2.1 lakh crore since the last policy

Key Rates:
* Repo Rate: 5.50% (Unchanged)
* Standing Deposit Facility Rate: 5.25% (Unchanged)
* Marginal Standing Facility (MSF): 5.75% (Unchanged)

GDP Forecasts:
* FY26: 6.8% (Revised from 6.5%)
* Q2FY26: 7.0% (Revised from 6.7%)
* Q3FY26: 6.4% (Revised from 6.6%)
* Q4FY26: 6.2% (Revised from 6.3%)
* Q1FY27: 6.4% (Revised from 6.6%)

CPI Inflation Forecasts:
* FY26: 2.6% (Revised from 3.1%)
* Q2FY26: 1.8% (Revised from 2.10%)
* Q3FY26: 1.8% (Revised from 3.10%)
* Q4FY26: 4.0% (Revised from 4.4%)
* Q1FY27: 4.5% (Revised from 3.10%)

Inflation Landscape Turns More Benign: One of the key highlights of the policy was the sharp downward revision in CPI inflation projections for FY26 — from 3.1% earlier to 2.6% now. Governor Malhotra attributed this to ; (a) Softer food inflation, (b) A favorable monsoon outlook and (c) Continued disinflation in core categories

However, he did caution that inflation may edge up to 4.5% in Q1FY27, suggesting that this benign phase may not persist indefinitely.

Growth Outlook Resilient Despite External Headwinds: RBI retained its real GDP growth estimate for FY26 at 6.8% from 6.5% earlier, reflecting continued optimism about domestic economic activity, bolstered by rural recovery, public capex, and robust services sector momentum.

The Governor also noted that external demand remains uncertain, especially with new global risks like the recent 50% U.S. tariff on Indian imports, which adds a layer of complexity for India’s trade-exposed sectors.

Our View:
The October policy outcome was broadly in line with expectations—a cautious, data-dependent pause with no negative surprises. With inflation trending lower and growth momentum improving, we see December 2025 as a live window for another 25 bps cut, provided global risks don’t escalate. The structural banking reforms + dovish policy bias create a constructive setup for risk assets once clarity emerges over the next 1–2 months

“This Dussehra, let’s burn the Ravana of losses and rise with the victory of profits.”
#alliesfin #stockarthi #stockmarket #stocktrading #financialfreedom #stockmarketindia
https://www.instagram.com/reel/DPTcehzjAN8/?igsh=MWZua3dnZjl1NXZqcw==

*News Headlines from Business News Agencies:*

*Business Standard*

📝 Electronics component plan gets ₹1.15 trillion proposals, says govt
📝 RBI proposes basic savings bank deposit account as a standard service
📝 E2E Networks in talks with IITs to provide GPUs: CTO Mohammed Imran
📝 5G handsets make up 87% of smartphone shipments in India in H1 of 2025
📝 Reliance Retail worth $143 billion, Jio valued at $135 billion: JP Morgan
📝 Govt invites proposals under PRIP scheme for pharma, medtech projects
📝 Aggressive pricing pulls down crop insurance premiums by over 30% in FY26
📝 Quick-commerce player Zepto builds $1 bn war chest to take on competition
📝 India ramps up US oil purchases amid trade talks, diversification push

*Economic Times*

📝 India to emerge as next petrochemicals powerhouse with $37 bn capex push: S&P
📝 Tata Power arm to set up 80 MW FDRE project at Rs 1,200 cr
📝 Abu Dhabi's IHC to pick 43% stake in Sammaan Capital for USD 1 billion
📝 Govt sets up online gaming regulator under IT ministry
📝 Ashoka Buildcon acquires majority stake in JTCL for Rs 166 crore
📝 Zomato partners with HDFC Pension to launch NPS model for delivery partners
📝 PC Jeweller Q2 revenue up 63%, cuts debt by 23% in September quarter

*Mint*

📝 India’s Jindal closes in on Thyssenkrupp Steel as EP Group checks out
📝 OPEC oil output rises further in September, survey finds
📝 Delhi-NCR witnesses 2.5-fold jump in office space leasing in July-September
📝 US firm Natsoft seeks $500 million from Hexaware in intellectual property fight
📝 GST reforms spark 3,981 consumer complaints; milk, electronics top grievances
📝 Temasek joins PE giants in bidding war for minority stake in Romsons Group
📝 Inflation could be much lower than RBI estimates in FY26 and FY27: SBI report

🇮🇳 *India Daybook - *– Stocks in News*


*Swelect Energy:* Company commissioned additional 2 MW solar plant in Tamil Nadu. (Positive)

*GNG Electronics:* Company signed facility lease pact with Ajman Free Zones Authority. (Positive)

*Goodluck India: Company obtained industrial licence to produce empty shells; trial production to begin in third quarter. (Positive)

*Bansal Wire:* Company’s second quarter sales volume rose 45.9% YoY to 1.15 lakh metric tonnes (Positive)

*Lemon Tree Hotels:* Opened a 111-room property in Andhra Pradesh. (Positive)

*PC Jeweller*: Revenue grew 63% YoY in the second quarter and it reduced bank debt by 23%. (Positive)

*PTC Industries:* Company won a multi-million-pound project with Coolbook to supply machine and cast components for Rotodynamic heater (Positive)

*CSB Bank:* Q2 deposits rose 25% year-on-year to Rs 39,651 crore and gross advances was up 29% year-on-year to Rs 34,730 crore. (Positive)

*John Cockerill:* Godawari Power & Ispat Limited Awards Contract To Co for 6 Hi Reversible Cold Rolling Mill At Tilda, Raipur. (Positive)

*Capital Trust:* Company Has Commenced Its Gold Loan Business (Positive)

*Eveready Industries:* Company Consent Award Issued By Arbitral Tribunal, Arbitration Proceedings against Co Withdrawn and Terminated (Positive)

*Veerhealth Care Ltd:* Company announced the receipt of an order from a leading Indian pharmacy chain for manufacturing & supplying Hair Care & Oral Care products. (Positive)

*Niva Bupa:* Meerut Tax Authority dropped alleged GST demand of Rs 124 crore. (Positive)

*V-Mart Retail:* Q2 Update, Total revenue from operations up 22% at Rs 807 Cr Vs Rs 661 Cr (YoY), Same store sales growth (SSSG) at +11% (Positive)

*PFC:* Company expands with New Subsidiary for Power Transmission Project. (Positive)

*United Spirits:* Bombay High Court set aside Rs 443 crore water charge demand and directed interim deposit of Rs 66.5 crore. (Positive)

*Sai Silks:* Q2 FY26 Turnover Up 28% to Rs 444 Crore; 5 New Stores Opened, 10 More Planned (Positive)

*Diffusion Engineers:* Company Secures Rs 22.86 Crore Domestic Order for Power Industry Equipment (Positive)

*Hyundai Motor India:* Company Commences Passenger Vehicle Production at Talegaon Plant with 1.7 Lakh Annual Capacity (Positive)

*Hero Motocorp:* September sales at 6.87 lk units Vs poll of 6.5 lk units (Positive)

*KRBL:* Company emerges successful bidder for Haryana PACL properties at ₹403 crore. (Positive)

*SBI Card:* Company announces transaction fee changes from November. (Positive)

*Oil downstream stocks:* Oil edges lower for fourth day on oversupply concerns (Positive)

*Sammaan Capital:* Board clears ₹8,850 Crore preferential issue to IHC. (Positive)

*Indigo:* Direct flights between India and China to resume late in October. (Positive)

*Samman Capital:* GS (Singapore) bought 66.38 lakh shares at a price of Rs 164.6 per share. (Positive)

*RBL Bank:* MS Asia Singapore bought 32.51 lakh shares) at a price of Rs 274.4 per share. (Positive)

*BMW Ventures:* Neomile growth Fund bought 5 lac shares at a price of Rs 78 per share. (Positive)

*HDFC AMC:* Company Board Meeting on Oct 15 to Consider Q2 Results (Neutral)

*Eicher Motors:* (Motorcycle) Sept Total 1, 24,328 Sales Units Vs 86,978 Units (YoY); EST 135,100 (Neutral)

*Maruti Suzuki:* Company Sept Auto Sales: total sales at 1.89 lakh units, up 2.7% YoY (Neutral)

*Coal India:* September production down 3.9% at 48.97 mt Vs 50.94 mt (YoY). (Neutral)

*Swarnsarita Jewels India:* Company announced the re-appointment of Mr. Mahendra Madanlal Chordia as MD for 5 years from Apr 1, 2026 (Neutral)

*Indostar Capital Finance:* Company announced the appointment of Ms. Jasmine Bawa as the Chief Human Resources Officer (CHRO), effective Oct 01, 2025. (Neutral)

*Virat Crane Industries:* Company announced the reappointment of Sri Puvvada VenkataSrihari as Director & CFO, effective Sept 30, 2025. (Neutral)

*Raymond:* Confirms Completion of Income Tax Department Survey, Full Cooperation Extended (Neutral)

*Shaily Engineering Plastics:* CARE Ratings has reaffirmed the company's bank facility ratings. (Neutral)

*Mega Corporation:* Company announced the resignation of Mr. Surendra Chhalani as Chief Financial Officer, effective Oct 1, 2025. (Neutral)

*Pondy Oxides and Chemicals:* Company Invests $ 500,007.60 in Ace Green, Industry to Which the Entity Being Acquired Belongs To Innovative Battery Recycling Solutions (Neutral)

*Wipro:* Aasonn Philippines Inc. Dissolved Effective October 1, 2025, Deal to Rationalize and Consolidate Group Structure. (Neutral)

*Systematix:* Company Receives NSE Approval for Listing of 13.65 Crore Equity Shares on Main Board of NSE. (Neutral)

*SKF India:* Fixed Oct. 15 as record date for entitlement of SKF Industrial shares. (Neutral)

*Nestle:* Company added new Maggi noodles production line at Sanand, Gujarat with an investment of Rs 85 crore. (Neutral)

*Tata Power:* Company signed agreement with Tata Power Mumbai Distribution to set up 80 MW firm and dispatchable renewable energy project (Neutral)

*Adani Green:* Company commissioned 50 MW solar and 31.2 MW wind projects at Khavda, Gujarat, raising total operational renewable capacity to 16,679.8 MW. (Neutral)

*Zydus Lifesciences:* USFDA issued complete response letter for CUTX-101 citing CGMP inspection issues; company to request meeting with regulator. (Neutral)

*RBL Bank:* Bank received show cause notice from Mumbai Tax Body for alleged GST demand of Rs 92 crore. (Neutral)

*Indian Bank:* Q2 business up 12.4% year-on-year to Rs 13.9 lakh crore, deposits rose 12% year-on-year to Rs 7.8 lakh crore (Neutral)

Circuit filter change from 10% to 5%: ANB Metals, Prudential Sugar. (Neutral)

Circuit filter change from 20% to 5%: Manaksia, Madhav copper, Medico remedies, Natural capsules, Trigyn technologies, KCK Industries. (Neutral)

List of securities included in Short term ASM Framework Stage – I: De Neers Tools, Destiny Logistics, Umiya Buildcon. (Neutral)

*GEE Ltd:* Ex-Date Today, Bonus Issue 1:1 (Neutral)

*Glenmark Pharmaceuticals:* Ex-Date Today, Interim Dividend - Rs. - 2.5 (Neutral)

*Paushak Ltd:* Ex-Date Today, Bonus Issue 3:1, Stock Split from Rs.10/- to Rs.5/- (Neutral)

*Shilpa Medicare Ltd:* Ex-Date Today, Bonus Issue 1:1 (Neutral)

*Sumeet Industries:* Ex-Date Today, Stock Split from Rs.10/- to Rs.2/- (Neutral)

*UH Zaveri:* Ex-Date Today, Right Issue of Equity Shares (Neutral)

*CyberTech Systems:* Ex-Date Monday, Dividend (Neutral)

*Julien Agro Infratech:* Ex-Date Monday, Bonus Issue 1:1 (Neutral)

*Sigma Solve Ltd:* Ex-Date Monday, Stock Split From Rs.10/- to Rs.1/- (Neutral)

*PVR INOX:* CCI initiating an investigation against PVR INOX with regard to levy of Virtual Print Fee.

*Unimech Aerospace:* Company Continues To Experience A Slowdown in Revenues

*Hexaware Technologies:* Natsoft Corp and Updraft LLC filed complaints in the US alleging patent infringement and breach of contract; the company has not received any notices.

Fno lot size change.

Mkt. Updates :

*GIFT NIFTY -47 (24960) from last trade 25007*

*Nikkei +1901 pts ,*
*Hangseng -137 pts ,*



Dow +238.56 pts ,Nsdq -63.54 pts, S&P +0.44 pts , Bovespa +251 pts , Ftse +63 pts , Dax -43 pts , Cac +24 pts , Crude @ $61.51 brl (+0.63) Brent @ $65.21 brl (+0.68) , Gold @ 3935.50 (+26.60), Silver @ $48.275 (+0.31), Euro @ $1.171, JPY @ $149.47 , INR @ 88.735


*US GOVT. 10-YR YIELD : 4.14%*


*Today's Corporate Action, 06.10. Ex Date :*

ASHNI
Right Issue of Equity Shares   
CYBERTECH
Special Dividend - Rs. - 20.0000  
JULIEN
Bonus issue 1:1    
SIGMA
Stock  Split From Rs.10/- to Rs.1/-


*Today's Board Meetings 06-Oct-25 :*

ACCEDERE
General    
AIFL
Quarterly Results    
CHECKPOINT
General    
EXCEL
Preferential Issue of shares;Increase in Authorised Capital
GBLOGISTIC
General    
KESARENT
Quarterly Results    
MAGNUS
Right Issue of Equity Shares


*SEC. IN F&O BAN FOR, 06.10.2025:*

*1. RBLBANK*

News Headlines from Business News Agencies :

Business Standard :

📝 SBI aims to be one-fourth of India's GDP by assets: Chairman C S Setty

📝 Domestic gas demand to pick up pace by FY27: IGX MD & CEO Mediratta

📝 RBI trims forward-dollar short position to $53 bn from $90 bn peak

📝 HyFun Foods targets ₹1,500 crore revenue in FY26, aims IPO by 2028

📝 India, EU to begin next round of trade talks from Monday in Brussels

📝 New electronic component plan to double local value addition to 40%: Elcina

📝 PVR Inox eyes strong festive season, clocks 50%
occupancy during Dussehra

📝 On track to achieve 400,000 vehicle exports in FY26: Maruti Suzuki

📝 Vedanta plans to invest ₹13,226 crore to ramp up aluminium capacity


Economic Times :

📝 BSNL 4G towers to be upgraded to 5G in 6-8 months: Jyotiraditya Scindia

📝 Punjab & Sind Bank clocks 16% growth in loans in Q2

📝 Indian market's shift towards premium devices to drive Snapdragon 8 chipsets adoption: Qualcomm

📝 AWL Agri aims over 10 pc revenue growth this fiscal on better demand for food items

📝 PM-SETU: Rs 60,000-cr scheme to upgrade industrial training institutes

📝 Flipkart to offload entire stake in Aditya Birla Lifestyle via Rs 950 crore block deal: Report

📝 NSE to build Rs 380-crore facility for cancer treatment at Tata Memorial Centre

📝 Warburg to infuse Rs 500 crore more in Truhome Finance; CEO says biz scale in place for IPO

📝 BL Agro aims to become USD 2.25-bn group by 2030, to invest Rs 3,000 cr in 5 years


Mint :

📝 OPEC Nears Accord for Modest November Production Hike

📝 Public procurement from small businesses soars as govt redefines MSMEs

📝 Piyush Goyal to visit Qatar from October 6-7; to co-chair Qatar-India joint commission meeting

📝 First commercial coal mine in Arunachal Pradesh to be launched on Monday

📝 Diwali travel bookings soar as Indians blend festivities with faith, getaways: Experts

📝 Delhi-NCR sees highest 24 pc rise in housing prices among top 7cities in Jul-Sep: Anarock

📝 Wholesale beat automobile demand estimates in September: Report

📝 Prestige targets mid-income homes amid luxury boom

📊 SEBI Investor Survey 2025 – Executive Summary

SEBI, in collaboration with AMFI, NSE, BSE, NSDL, and CDSL, released the Investor Survey 2025, one of India’s largest household investment studies.
The survey, conducted by Kantar, covered 90,000+ households across 400 cities and 1,000 villages, providing deep insights into the evolving behaviour, awareness, and participation of Indian investors.
_________

🔍 1. Awareness & Market Participation
* 63% of Indian households are aware of securities market products, but only 9.5% actively invest.
* Participation is higher in urban India (15%) compared to rural (6%).
* Delhi (20.7%), Gujarat (15.4%), and Maharashtra (14.2%) show the highest penetration of investors.
* Awareness is improving, but actual participation remains modest — indicating a large untapped retail investor base.
_________

💰 2. Investor Behaviour & Risk Appetite
* Around 80% of investors still prefer safety over high returns, highlighting a conservative investment mindset.
* Even among Gen-Z investors, risk appetite remains moderate — driven more by digital awareness than deep financial understanding.
* Majority prefer mutual funds, insurance, and bank FDs over direct equities.
_________

🚫 3. Key Barriers to Wider Participation
* Lack of confidence, limited financial literacy, and perceived complexity of market products.
* Fear of losses and lack of trustworthy guidance discourage first-time investors.
* “Intenders” (those planning to invest soon) cite the need for:
o Simpler digital onboarding
o Educational content in regional languages
o Success stories from relatable investors
_________

📱 4. Financial Literacy & Communication
* Social media and mobile platforms have become critical tools for investor education.
* Gen-Z prefers short-form video formats (reels, YouTube shorts), while older demographics prefer articles, webinars, and workshops.
* There’s strong demand for regional and vernacular content to enhance trust and accessibility.
_________

🧾 5. Grievance Redressal & Trust in Regulators
* Awareness of SEBI’s grievance redressal mechanisms (SCORES, ODR portal) remains low.
* However, user satisfaction is ~90% among those who used SEBI’s platforms — indicating operational efficiency but low visibility.
* Strengthening communication about SEBI’s role and redressal systems could enhance investor confidence.
_________

🚀 6. Growth Potential & Road Ahead
* About 22% of aware non-investors plan to start investing within the next year — representing a strong pipeline of future market entrants.
* The next wave of growth will likely come from:
o Tier-2 and Tier-3 cities
o Younger first-time investors
o Simplified digital experiences
o Localized education and trust-building initiatives
_________

🧩 Conclusion

The SEBI Investor Survey 2025 highlights that India’s investment landscape is at an inflection point — awareness is rising rapidly, but participation is lagging due to trust and knowledge gaps.

With focused financial literacy programs, regional engagement, and simplified digital channels, SEBI aims to drive responsible and inclusive market participation across urban and rural India.

Corporate Actions

Pace Digitek is set to make stock market debut today, October 06. The issue price is fixed at Rs. 219 per share.

Dividend

06-Oct-25
CYBERTECH: Special Dividend - Rs. - 20.00

10-Oct-25
RCF: Final Dividend - Rs. - 1.32
HEXT: Interim Dividend - Rs. - 5.75

15-Oct-25
TCS: Interim Dividend

IPO
WeWork India Management: Open: 03-Oct-25; Close: 07-Oct-25
Tata Capital: Open: 06-Oct-25; Close: 08-Oct-25
LG Electronics India: Open: 07-Oct-25; Close: 09-Oct-25
Anantam Highways Trust: Open: 07-Oct-25; Close: 09-Oct-25

Buyback
---

Bonus Issue
Julien Agro Infratech: Bonus Issue 1:1; Ex-Date: 06-Oct-25
Sayaji Industries: Bonus Issue 1:3; Ex-Date: 07-Oct-25
Narmada Macplast Drip: Bonus Issue 1:1; Ex-Date: 10-Oct-25
Valiant Communications: Bonus Issue 1:2; Ex-Date: 10-Oct-25

Stock Split
Sigma Solve: Stock Split From Rs. 10/- to Rs. 1/-; Ex-Date: 06-Oct-25
AGI Infra: Stock Split From Rs. 5/- to Rs. 1/-; Ex-Date: 10-Oct-25
Narmada Macplast Drip: Stock Split From Rs. 10/- to Rs. 2/-; Ex-Date: 10-Oct-25
Tata Investment Corporation: Stock Split From Rs. 10/- to Rs. 1/-; Ex-Date: 14-Oct-25
Gokul Agro Resources: Stock Split From Rs. 2/- to Rs. 1/-; Ex-Date: 14-Oct-25
Rolex Rings: Stock Split From Rs. 10/- to Rs. 1/-; Ex-Date: 17-Oct-25

Right Issue
Ashnisha Industries: Ex-Date: 06-Oct-25
Wardwizard Innovations: Open: 26-Sep-25; Close: 07-Oct-25
New Delhi Television: Open: 22-Sep-25; Close: 08-Oct-25
Scoobee Day Garments: Open: 12-Sep-25; Close: 10-Oct-25
Mehai Technology: Open: 26-Sep-25; Close: 17-Oct-25
3i Infotech: Open: 06-Oct-25; Close: 24-Oct-25
Sunshield Chemicals: Open: 30-Sep-25; Close: 24-Oct-25
Cool Caps Industries: Open: 30-Sep-25; Close: 24-Oct-25
Star Housing Finance: Open: 10-Oct-25; Close: 31-Oct-25
Ashnisha Industries: Open: 14-Oct-25; Close: 03-Nov-25

Demerger
Tata Motors: Ex-Date: 14-Oct-25

INSTL. INVESTORS EQUITY DERIVAT. TRADES AS ON 06-10-2025 :

FIIS F & O : RS. CRS. :

TOTAL NET BUY : +2,228 😃

INDEX FUT. : -1,503

INDEX OPT. : +3,821

STOCK FUT. : -367

STOCK OPT. : +274

INSTL. INVEST. EQUITY CASH PROV. TRADES AS ON : 06-10-2025 :

FIIS : SELL -314 (10,950-11,264) ☺️

DIIS : BUY +5,036 (16,124-11,088) 😃

BSE SENSEX : +583 (81,790)🔼

NSE NIFTY : +183 (25,077)🔼

BSE MIDCAP. : +310 (45,988)🔼

BSE SMLCAP. : -104 (53,271)🔽

B. CRUDE : $ 65.35 🔼😩

GOLD : $ 3,948=INR 1,24,000(10gr)🔼😃

SILVER : RS. 1,52,000 (kg)🔼😃😃

FOREX : RS. $ 88.7875 🔽 ☺️

6.33% GS '35: 6.5186%(98.6650)🔼☺️

6.48% NEW '35: 6.4621%(100.13)🔼☺️

6.79% GS '34: 6.5681%(101.49)🔼☺️

6.68% GS '40: 6.8043% (98.84)🔼☺️