Sona BLW & NEURA Robotics MOU for Robotics Innovation Sona BLW Precision Forgings Ltd. and NEURA Robotics GmbH have signed an MOU to jointly develop advanced robotics and humanoids, aiming to expand automation solutions in India and beyond. This strategic partnership emphasizes innovation in mobility and robotics sectors, leveraging AI and perception technologies. Original Filing: www.bseindia.com/stock... $SONACOMS.NSE

Authum Investment Acquires 21.25% Stake in MIRC Electronics Authum Investment & Infrastructure Limited has invested Rs. 131.62 crore to acquire a 21.25% stake in MIRC Electronics, a leading consumer electronics manufacturer, expanding its portfolio in the Indian electronics sector. Original Filing: www.bseindia.com/stock... $AIIL.NSE #Acquisition

Bulk and block deals report for 09 October, 2025 is now available. Major issuers: Poly Medicure Limited, Dynamatic Technologies Limited, Shankara Building Products Limited. #IndiaBulkTradesReport Full note: www.perivis.com/note/6...

In Q2 FY26 results filed Oct 9, 5paisa Capital reported revenue of ₹7,717 lakhs, down 23.5% YoY, driven by lower fees & commissions. Net profit fell 57% YoY to ₹948 lakhs, with net margin at 14% for H1 FY26. EBITDA margin steady at 20%. Notably, the company faced IT Dept notice and SEBI show cause on regulatory issues. Debt-equity at 0.46; commercial paper issuance ₹11,120 lakhs. No guidance given. Summary: www.perivis.com/note/2... Full Extract: www.perivis.com/note/0... Original Filing: www.bseindia.com/stock... #QuarterlyResult $5PAISA.NSE

NTPC-Gujarat MoU Signals Strategic Energy Expansion NTPC Limited and Gujarat government sign MoU to explore opportunities in conventional and renewable energy, including green hydrogen and waste-to-energy, aligning with NTPC's goal of 60 GW renewable capacity by 2032. This collaboration indicates a strategic move towards diversified energy sources. Original Filing: www.bseindia.com/stock... $NTPC.NSE

Samvardhana Motherson Completes Acquisition of YMAT Samvardhana Motherson International Limited has completed its acquisition of the remaining 20% stake in Youngshin Motherson Auto Tech Limited, making YMAT a wholly owned subsidiary as of October 09, 2025. Original Filing: www.bseindia.com/stock... $MOTHERSON.NSE

ESG Rating Update for FY24-25 SES ESG Research assigned an ESG score of 62.5 based on publicly available data, with no direct engagement. Stakeholders should consider this rating in their assessments. Original Filing: www.bseindia.com/stock... $GVT&D.NSE #CreditRating

IDFC FIRST Bank Maintains 'BWR AA+ / Stable' Rating Brickwork Ratings reaffirms IDFC FIRST Bank's non-convertible debentures at 'BWR AA+ / Stable'. The bank shows strong growth with Rs. 5.10 lakh crore in assets, a net profit of Rs. 463 crore in Q1 FY26, and a capital adequacy ratio of 15.01%. Asset quality remains stable, microfinance slippages are monitored, and the credit-deposit ratio is improving. Investors should note the stable outlook and ongoing reforms. Original Filing: www.bseindia.com/stock... $IDFCFIRSTB.NSE #CreditRating

SAIL Credit Ratings Reaffirmed by CareEdge SAIL's credit ratings have been reaffirmed with stable outlooks across long-term and short-term facilities, indicating continued financial stability and creditworthiness. Notably, the long-term bank facilities are increased to ₹14,850 crore from ₹14,100 crore, and short-term facilities to ₹48,250 crore from ₹39,000 crore. Original Filing: www.bseindia.com/stock... $SAIL.NSE #CreditRating

Fortis & Malar Open Offers Initiated; No Material FY25 Impact Expected SEBI-approved dispatch of updated offer letters for Fortis and Malar Open Offers has begun. Offer prices are INR170 and INR17.6 per share, respectively, with interest accruing from December 2022. No material impact on IHH Group’s FY25 earnings is anticipated; completion expected in Q4 2025. Original Filing: www.bseindia.com/stock... $FORTIS.NSE #OpenOffer

Tata Elxsi Q2 FY26 Results & Strategic Highlights Tata Elxsi reports a 2.9% QoQ revenue increase to ₹918.1 crore, with a 7.2% QoQ rise in net profit to ₹154.8 crore. Notable growth in US markets and segments like Media & Communication and Transportation. Key collaborations include Bayer, Suzuki, and Synopsys. Monitor for continued overseas expansion and segment performance. Original Filing: www.bseindia.com/stock... $TATAELXSI.NSE #InvestorPresentation

ICRA Reaffirms Container Corporation of India Ltd. Ratings at [ICRA]AAA (Stable) ICRA has reaffirmed the AAA (Stable) rating for Container Corporation of India Ltd., citing its dominant market position, strong financial health with no debt, and growth prospects. However, rising competition and dependence on EXIM cargoes are noted risks. The outlook remains stable. Original Filing: www.bseindia.com/stock... $CONCOR.NSE #CreditRating

Tata Elxsi Q2 FY26 Results & Strategic Investments Tata Elxsi reports a 2.9% QoQ revenue increase to Rs. 918.1 crore with strong margins and growth in US markets. New strategic investments include a Cloud HIL centre for Suzuki and a Medical Devices centre for Bayer. Original Filing: www.bseindia.com/stock... $TATAELXSI.NSE

NTPC Green Energy Expands Renewable Portfolio in Gujarat NTPC Green Energy's subsidiary signs MoU with Gujarat government for 10 GW solar and 5 GW wind projects, signaling significant expansion in India's renewable energy infrastructure. Original Filing: www.bseindia.com/stock... $NTPCGREEN.NSE

Tata Elxsi Q2 FY2025 Financial Results Announced Tata Elxsi reports strong Q2 FY2025 results with revenue of ₹91,810 lakh and net profit of ₹15,482 lakh, supported by an unmodified audit opinion. Monitor for continued growth and segment performance. Original Filing: www.bseindia.com/stock... $TATAELXSI.NSE

In Q2 FY26, Tata Elxsi reported revenue of ₹91,810.23 lakhs, down 3.9% YoY but up 2.9% QoQ. Net profit fell 32.5% YoY to ₹15,481.91 lakhs, with margins shrinking from 24% to 16.9%. Software services led revenue at ₹89,382.45 lakhs despite profit decline. Capex cut to ₹226.86 lakhs; dividends rose to ₹46,713.42 lakhs in H1. Cash and equity dipped; no new guidance shared. Clean audit, standalone results. Summary: www.perivis.com/note/7... Full Extract: www.perivis.com/note/b... Original Filing: www.bseindia.com/stock... #QuarterlyResult $TATAELXSI.NSE

TCS Announces Acquisition of ListEngage to Boost US Market Presence TCS has announced the acquisition of US-based ListEngage MidCo, LLC, a Salesforce partner specializing in Marketing Cloud, Data Cloud, and AI advisory services, for up to USD 72.80 million. The deal, approved by the Board, is expected to close by October 10, 2025. This strategic move will enhance TCS's digital marketing and AI capabilities and expand its US workforce, aligning with its growth objectives in high-demand technology sectors. Original Filing: www.bseindia.com/stock... $TCS.NSE #Acquisition

TCS Approves New Subsidiary for AI & Data Centers TCS's board has approved establishing a wholly owned subsidiary in India to develop AI and Sovereign Data Centers, enhancing infrastructure and tech services. Further details will be disclosed post-incorporation. Original Filing: www.bseindia.com/stock... $TCS.NSE #Acquisition

TCS Acquires ListEngage MidCo to Boost US Salesforce Capabilities TCS has completed its acquisition of ListEngage MidCo, LLC, a US-based Salesforce partner, for up to USD 72.8 million. This strategic move enhances TCS's digital marketing and AI services in the US, adding experienced professionals and strengthening its Salesforce partnership. Original Filing: www.bseindia.com/stock... $TCS.NSE

TCS Q2 FY26 Financial Results & Strategic Updates TCS reports Q2 FY26 revenue of ₹65,799 crore (+3.7% QoQ) and net income of ₹12,904 crore (+8.4% YoY). Operating margin at 25.2%. Total contract value at US$10 billion; declares ₹11 dividend/share. Strategic investments include a 1 GW AI datacenter in India and acquisitions like ListEngage. Original Filing: www.bseindia.com/stock... $TCS.NSE

TCS Q2FY26 Financial Results & Dividend Announcement TCS reports strong quarterly and half-yearly results with revenue of ₹65,799 crore and net profit of ₹12,131 crore. The company declared an interim dividend of ₹11 per share, payable on Nov 4, 2025. Investors should note the robust financial performance and upcoming dividend payout. Original Filing: www.bseindia.com/stock... $TCS.NSE

In Q2 FY26, Tata Consultancy Services Ltd reported consolidated revenue of ₹65,799 crore, up 2.4% QoQ but down 2.2% YoY. PAT rose 5.3% QoQ to ₹12,131 crore, driven by strong BFSI segment growth (+8.1% YoY). Restructuring expenses of ₹1,135 crore impacted profits. Standalone PAT declined 5.8% QoQ. Interim dividend declared at ₹11/share. Consolidated capex rose to ₹1,868 crore, reflecting ongoing investments. Auditors gave a clean report. #TCSResults Summary: www.perivis.com/note/a... Full Extract: www.perivis.com/note/2... Original Filing: www.bseindia.com/stock... #QuarterlyResult $TCS.NSE

TCS Q2 FY2025 Results & Dividend Announcement TCS announced strong Q2 FY2025 results with standalone revenue of ₹54,531 crore and net profit of ₹11,828 crore; consolidated revenue was ₹65,799 crore with a net profit of ₹12,131 crore. A second interim dividend of ₹11 per share will be paid on November 4, 2025. The results include segment-wise details and an unmodified auditor opinion. Restructuring initiatives and related expenses were also disclosed. Original Filing: www.bseindia.com/stock... $TCS.NSE

In Q2 FY26, Eimco Elecon (India) Ltd reported a sharp ~50% YoY revenue drop to Rs. 3,324 lakhs and net profit halved to Rs. 535 lakhs. Despite this, profit margins remain healthy at 14.3%. Total assets rose to Rs. 49,960 lakhs, driven by higher PPE and investments. The company plans expansion into construction machinery, defence, and pharma, signaling strategic diversification amid challenging current results. Summary: www.perivis.com/note/c... Full Extract: www.perivis.com/note/2... Original Filing: www.bseindia.com/stock... #QuarterlyResult $EIMCOELECO.NSE

Lupin Launches Strategic Partnership for PrecisionSphere™ Expansion Lupin Limited announces a strategic partnership program to expand its FDA-approved long-acting injectable platform, PrecisionSphere™, aiming to enhance global access and extend product lifecycles through collaborations. Original Filing: www.bseindia.com/stock... $LUPIN.NSE

Vedanta Resources Releases Encumbrance on Vedanta Limited Shares Vedanta Resources Ltd. has disclosed the release of encumbrance over 56.38% of Vedanta Limited shares held by subsidiaries, following full repayment of USD 150 million. The encumbrance, previously linked to a facility agreement, has been fully released as of October 6, 2025. No pledge remains on these shares. Original Filing: www.bseindia.com/stock... $VEDL.NSE #pledge

SJVN Limited Appoints New Chief Internal Auditor SJVN Limited's Board has appointed Shri Shailender Aggarwal as the new Chief Internal Auditor, bringing over 33 years of experience in finance and audit. This strategic appointment aims to strengthen internal controls and governance. Original Filing: www.bseindia.com/stock... $SJVN.NSE #ManagementChange

In Q2 FY26 results filed Oct 9, GM Breweries Ltd reported a strong 20.5% YoY revenue growth to Rs. 71,785 lakhs and a 61% jump in net profit to Rs. 3,489 lakhs. EPS surged to Rs. 15.27 from Rs. 9.48. Operating margin improved to 6.5%. Despite lower operating cash flow, equity rose by Rs. 4,514 lakhs. Auditor gave a clean review; no exceptional items or policy changes reported. Summary: www.perivis.com/note/d... Full Extract: www.perivis.com/note/a... Original Filing: www.bseindia.com/stock... #QuarterlyResult $GMBREW.NSE

Coal India Limited Credit Rating Update Coal India Limited received new bank facility credit ratings from CareEdge Ratings on October 8, 2025. Details are available on the company's website. No immediate action required. Original Filing: www.bseindia.com/stock... $COALINDIA.NSE #CreditRating

Tata Steel 2QFY2026 Production & Delivery Update Tata Steel reports strong 2QFY2026 growth with India’s crude steel production up 8% QoQ and 7% YoY; domestic deliveries increased 20% QoQ. Stable outputs in Netherlands and UK; UK begins new EAF project. Monitor for continued operational momentum. Original Filing: www.bseindia.com/stock... $TATASTEEL.NSE

Shree Cement Ratings Reaffirmed and Enhanced Shree Cement Limited's credit ratings have been reaffirmed by CRISIL, with an upgrade in total rated bank facilities to ₹4,500 crore. Long-term facilities remain AAA/Stable, short-term A1+, and non-convertible debentures AAA/Stable, reflecting strong creditworthiness and increased borrowing capacity. Original Filing: www.bseindia.com/stock... $SHREECEM.NSE #CreditRating

L&T Secures Major Middle East Hydrocarbon Project L&T's Hydrocarbon Onshore division has secured a significant ultra-mega order to build a Natural Gas Liquids plant in the Middle East, in partnership with CCC. This project enhances L&T's position in global energy infrastructure and EPC leadership. Original Filing: www.bseindia.com/stock... $LT.NSE

Power Grid Corp Acquires MIRETL Power Grid Corporation of India Limited has acquired 100% stake in Mandsaur I RE Transmission Limited for approx. ₹7.30 crore via competitive bidding. MIRETL, a new transmission project company in Madhya Pradesh, is pending commercial operations and regulatory approvals. Monitor for operational updates and regulatory progress. Original Filing: www.bseindia.com/stock... $POWERGRID.NSE #Acquisition

Bulk and block deals report for 08 October, 2025 is now available. Major issuers: RBL Bank Limited, IDFC First Bank Limited, Advance Agrolife Limited. #IndiaBulkTradesReport Full note: www.perivis.com/note/a...

Sun Pharma Subsidiaries Amalgamation Approved by NCLT Ahmedabad NCLT Ahmedabad has approved a Composite Scheme of Arrangement involving Sun Pharma and its subsidiaries, including amalgamation and reclassification of reserves. This may impact the company's structure and financials. Original Filing: www.bseindia.com/stock... $SUNPHARMA.NSE #restructuring

In the Q2 FY26 call, Dollar Industries announced a transformational merger consolidating the promoter group, boosting transparency and governance with minimal promoter stake increase. They aim for 12% EBITDA margin by year-end, zero debt by FY28, and 25% digital ad spend out of INR85–90 cr budget. Despite seasonal demand softness and thermal segment volatility, exports and working capital efficiency are set to improve. Merger impact on EPS is neutral short-term, with long-term cost savings expected. Full Note: www.perivis.com/note/1... #TranscriptSummary $DOLLAR.NSE

Bulk and block deals report for 07 October, 2025 is now available. Major issuers: IDFC First Bank Limited, Fabtech Technologies Ltd, Adani Power Limited. #IndiaBulkTradesReport Full note: www.perivis.com/note/d...

Bulk and block deals report for 06 October, 2025 is now available. Major issuers: Aditya Birla Lifestyle Brands Limited, Embassy Off.REIT, Eternal Limited. #IndiaBulkTradesReport Full note: www.perivis.com/note/b...

Bulk and block deals report for 03 October, 2025 is now available. Major issuers: Eternal Limited, Cube Highways Trust, Sammaan Capital Limited. #IndiaBulkTradesReport Full note: www.perivis.com/note/5...

Bulk and block deals report for 01 October, 2025 is now available. Major issuers: Eternal Limited, Sammaan Capital Limited, RBL Bank Limited. #IndiaBulkTradesReport Full note: www.perivis.com/note/1...

In Q1 FY26 results filed 23 Sept, Sudarshan Chemical reported a sharp 78% PAT rise standalone despite 8.4% revenue dip. Consolidated revenue soared 295% YoY post Heubach acquisition, but margins compressed. Notably, a ₹1,244 crore bargain purchase gain boosted OCI. Challenges include qualified audit opinion on subsidiary issues and ₹32.8 crore integration costs. Forex gains and equity infusion highlight financial strength amid ongoing restructuring. #SudarshanChemical #Q1FY26Results Summary: www.perivis.com/note/0... Full Extract: www.perivis.com/note/5... Original Filing: www.bseindia.com/stock... #QuarterlyResult $SUDARSCHEM.NSE

In Q1 FY26, Rajesh Exports reported a 118% YoY surge in consolidated revenue to Rs. 1,315 billion but posted a net loss of Rs. 95 million vs. profit last year. Standalone revenue rose 95% with net profit up 28% to Rs. 176 million. Despite strong sales, consolidated profitability declined sharply, highlighting margin pressures. Auditor gave a clean review; no management commentary or outlook provided. Further analysis needed on consolidated margin dip. Summary: www.perivis.com/note/d... Full Extract: www.perivis.com/note/1... Original Filing: www.bseindia.com/stock... #QuarterlyResult $RAJESHEXPO.NSE

In Q1 FY26, Rajesh Exports Ltd’s standalone revenue nearly doubled YoY to Rs. 14,265.54 mn with net profit rising to Rs. 176.47 mn, recovering from Q4 losses. However, consolidated results showed a net loss of Rs. 95.33 mn vs profit last year, impacted by higher taxes and group factors. EPS stood at Rs. 0.59 (standalone) and Rs. (0.32) (consolidated). No major corporate changes or guidance disclosed. Summary: www.perivis.com/note/4... Full Extract: www.perivis.com/note/8... Original Filing: www.bseindia.com/stock... #QuarterlyResult $RAJESHEXPO.NSE

In the Q1 FY26 call, Asian Energy Services announced the merger with Oilmax and Kuiper acquisition, creating a stronger integrated energy firm with INR865 crore Vedanta order. Merger aims for cost synergies, improved margins, and net cash balance sheet. Shareholders raised valuation concerns; GST hike may impact costs. Production ramp-up underway at Amguri and Indrora fields. FY26 standalone revenue guidance INR650–700 crore; consolidated outlook to follow post-merger completion in ~12 months. Full Note: www.perivis.com/note/4... #TranscriptSummary $ASIANENE.NSE

In the Q1 FY26 call, Ashapura Minechem reports record bauxite exports of 2M+ MT, 89.8% YoY revenue growth to INR 1,355 Cr, and EBITDA doubling to INR 187.7 Cr. Guinea drives 79% of sales with $135M+ invested, targeting 15M MT exports by FY27-28. Port capacity to expand to 27M MT by Q1 FY27. Iron ore ramp-up imminent; focus on tech-driven products and operational efficiencies amid seasonal challenges. No annual guidance given. Full Note: www.perivis.com/note/c... #TranscriptSummary $ASHAPURMIN.NSE

In the EMS Ltd Q1 FY26 call, revenue rose 3.7% YoY to Rs. 211.3 cr; PAT up 1.5%. Despite monsoon delays, management reaffirms 25% FY26 revenue growth (Rs. 1,250–1,300 cr) and 20%+ PAT margin. Order book strong at Rs. 2,500 cr with Rs. 4,000 cr bids. No major capex planned; focus on water/wastewater and HAM projects. Promoter pledge rose to 11% due to personal property buy. #EMSLtd #EarningsCall Full Note: www.perivis.com/note/3... #TranscriptSummary $EMSLIMITED.NSE

In the Q2 FY26 call, Hatsun Agro highlights GST cuts slashing ice cream tax from 18% to 5%, paneer GST removed, boosting demand and affordability. They plan to share GST benefits equally with farmers and consumers, expecting 20% topline growth—up from 12–13% CAGR. Capex in Maharashtra and Telangana is complete, setting stage for expansion. Focus remains on brand strength and value-added products, with farmer price announcements due soon. Full Note: www.perivis.com/note/2... #TranscriptSummary $HATSUN.NSE

In the Q1 FY26 call, Inox Green Energy Services reports stellar growth: total income up 79% YoY to INR98 cr, EBITDA margin near 49%, and cash PAT soaring 140%. They added 1.6 GW solar O&M contracts, expanding their portfolio to 5.1 GW, targeting 17 GW in 2 years. Strategic moves include a 182 MW wind O&M deal, demerger plans to boost ROE, and strong confidence in hitting 1.2 GW execution guidance for FY26. #Renewables #OandM Full Note: www.perivis.com/note/0... #TranscriptSummary $INOXGREEN.NSE

Inox Wind’s Q1 FY26 call highlights a 32% revenue jump to INR 863 cr, 134% PAT surge, and a 2.13x oversubscribed rights issue (INR 560 cr). Execution at 146 MW, order book steady at 3.1 GW. Margin guidance raised to 18–19%. Strategic demerger of substation biz underway; O&M portfolio set to triple to 17 GW in 2 years. Positive regulatory tailwinds and new solar O&M expansion signal strong growth ahead. Full Note: www.perivis.com/note/c... #TranscriptSummary $INOXWIND.NSE

In Q1 FY26, SpiceJet reported a sharp revenue decline to Rs. 11,060.57 mn and a net loss of Rs. 2,376.61 mn vs. a profit last year. EBITDA turned negative Rs. 180 mn. Auditor flagged going concern risks amid statutory non-compliances and Rs. 38.7 bn working capital deficit. Operational challenges include fleet grounding and subdued demand. Management focuses on cost control, lease restructuring, and network expansion with new Boeing leases starting Oct 2025. Summary: www.perivis.com/note/1... Full Extract: www.perivis.com/note/9... Original Filing: www.bseindia.com/stock... #QuarterlyResult $SPICEJET.NSE

In the Q1 FY26 call on Aug 8, Solar Industries India Ltd reported record EBITDA of INR564 cr and PAT of INR353 cr, with 28% revenue growth led by defense (+115%) and international (+43%) segments. Defense order book stands at ~INR15,000 cr; Pinaka rocket commercialization expected soon. FY26 revenue guidance reaffirmed at INR10,000 cr with INR2,500 cr capex planned. Margin outlook steady at ~27% despite currency and inflation headwinds. Full Note: www.perivis.com/note/8... #TranscriptSummary $SOLARINDS.NSE

In the Q1 FY26 call, Dr. Agarwal’s Health Care announced merging AEHL into AHCL to boost efficiency and streamline governance. A Rs. 70 crore preferential allotment will fund a flagship facility at Cathedral Road. Minority shareholders raised concerns over the share swap ratio and valuation fairness. Management emphasized independent valuations, a 12–14 month merger timeline, and commitment to transparent engagement with minority shareholders. Promoter holding post-merger to be ~30.9%. Full Note: www.perivis.com/note/b... #TranscriptSummary $AGARWALEYE.NSE

In the Q1 FY26 call, Avanti Feeds reports 15.7% QoQ revenue growth to INR 1,657 cr and 38% YoY PBT rise. Shrimp processing income surged 56% YoY despite new 50% US tariffs. Feed sales remain strong with FY26 guidance at ~5.6 lakh MT. Pet food business expands with new products and a 30-acre plant near Hyderabad starting end-2025. Shrimp processing expansion paused amid trade uncertainties; focus shifts to R&D and market diversification. Full Note: www.perivis.com/note/7... #TranscriptSummary $AVANTIFEED.NSE

In Q1 FY26, Borosil Renewables reported flat YoY revenue at Rs. 346.6 Cr but a sharp net loss of Rs. 203.5 Cr due to a massive Rs. 222.3 Cr impairment from insolvency of subsidiary GMB. Domestic sales held steady, but exports plunged. The company raised Rs. 517.7 Cr via equity to manage liabilities and is pursuing further capital infusion amid ongoing restructuring and uncertainty linked to GMB’s insolvency. Summary: www.perivis.com/note/8... Full Extract: www.perivis.com/note/f... Original Filing: www.bseindia.com/stock... #QuarterlyResult $BORORENEW.NSE

In Q1 FY26, Orissa Minerals Development Company Ltd reported a sharp 187% QoQ revenue jump to Rs. 19.37 crore, driven by iron ore sales. Net loss narrowed significantly to Rs. 2.79 crore from Rs. 31.44 crore in Q4 FY25. Iron ore segment swung to a Rs. 2.21 crore profit before finance costs. However, mining operations remain suspended at key sites due to statutory clearances, with focus on lease renewals and compliance. Summary: www.perivis.com/note/d... Full Extract: www.perivis.com/note/b... Original Filing: www.bseindia.com/stock... #QuarterlyResult $ORISSAMINE.NSE

In the Q2 FY25 call, KSB Ltd reports strong H1 order intake of ₹1,738 Cr and a ₹2,697 Cr order book, with nuclear and solar segments poised for faster growth. Solar sales hit ₹134 Cr YTD despite pricing pressure; nuclear export orders underway. Capex of ₹120–130 Cr/year supports new plants and product expansion in mining, firefighting, and marine. Export revenue to cross ₹400–450 Cr, with ESG progress and 3 Star MBK certification at Shirwal plant. Full Note: www.perivis.com/note/8... #TranscriptSummary $KSB.NSE

In the Q2 FY26 call, Protean eGov announced a Rs. 1,370 crore UIDAI contract to run 188 exclusive Aadhaar Seva Kendras over 6 years, driving Rs. 180-190 crore annual revenue from Q3 FY26. The managed services model offers recurring income with minimal CAPEX, OPEX-driven costs, and inflation-linked pricing. Protean covers ~40% of districts, sharing exclusivity with BLS International. Expansion beyond current districts depends on UIDAI’s future decisions. Full Note: www.perivis.com/note/4... #TranscriptSummary $PROTEAN.NSE

In the Q1 FY26 call, Hatsun Agro highlights a proposed GST cut from 12% to 5% on dairy, expected to boost demand, farmer payments, and exports. Despite Q1 revenue growth of 9% missing the 15% target, management anticipates 15% growth for H2 and a "glorious" FY27 if reforms pass. Export momentum is strong with ice cream in 8 countries. Margins and debt remain concerns, but outlook is optimistic. Full Note: www.perivis.com/note/9... #TranscriptSummary $HATSUN.NSE