Bharat’s Defence Sector Poised for Massive Expansion; ₹64 Lakh Crore Capex

>> OmniScience Capital report identifies tectonic shift post Operation Sindoor; calls defence the next mega growth engine for India

India’s defence sector is undergoing a paradigm shift, with capital expenditure expected to touch ₹64 lakh crore cumulatively by 2035, a…[Read more]

Sector-wise roundup of major corporate, business, and equity investor news in India as of June 9, 2025:

 Financial Services
• RBI Cuts Rates: On June 6, RBI slashed the repo rate by 50 bps to 5.50% and cut CRR by 100 bps to 3% to boost growth; stance remained “neutral” economi…[Read more]

Dear Analysts/Investors

Greetings.
We sincerely thank you for your valuable participation in the recent Analyst Earnings Conferences for:
• ICE Make Refrigeration Ltd – witnessed 100%+ surge in participation
• Indian Metals & Ferro Alloys Ltd (IMFA) – achieved 55% growth in analyst engagement
• RIR Power Electronics Ltd – hosted its debut earni…[Read more]

Analysis of the June 6, 2025 RBI policy, its impacts, and implications:

>> What RBI Announced
The Monetary Policy Committee (MPC) slashed the repo rate by 50 basis points to 5.50%—a third consecutive cut this year and the steepest since March 2020.

Cash Reserve Ratio (CRR) was trimmed by 100 bps to 3%, releasing around ₹2.5 lakh cr liquidity i…[Read more]

Greetings!

Thank you for joining RIR Power Electronics Limited’s Earnings Conference Call held on May 30, 2025, to discuss the company’s financial and operational performance for the fourth quarter and full year ended March 31, 2025.

We deeply appreciate your time, insightful questions, and continued interest in RIR Power’s journey as India…[Read more]

Sector and Company Updates -6 June 2025

>> Financial Services
Banks (Private/Public/Co-operative)
Bank Holidays: Banks are closed today and tomorrow in several states due to Bakrid.
ndtv.com, m.economictimes.com, etnownews.com

>> NBFCs (Retail/Wholesale)
SK Finance: Received SEBI approval for IPO; plans to enhance financing for women…[Read more]

Corporate, business, and equity investor news in India as of June 6, 2025:

>> Financial Services
Flipkart Secures NBFC License: Flipkart has obtained a non-banking financial company (NBFC) license from the Reserve Bank of India, enabling it to offer direct loans to customers and sellers via its platform and fintech app, super.money. This move…[Read more]

Company actions, fund house views, and economic outlook for June 5, 2025:

>> Energy, Utilities & Power
Tata Power: MS maintains Overweight, TP ₹449 (Positive)

JSW Energy: Ex-Date tomorrow, Dividend ₹2/sh (Neutral)

Vedanta: Renewable energy capacity increased to 1.03 GW; targets 2.5 GW by 2030 (Neutral)

Torrent Power: Ex-Date tomorrow, Div…[Read more]

Sector-wise summary of major corporate, business, and equity investor news – June 5, 2025

>>Initial Public Offerings (IPOs)

3B Films IPO: SME IPO subscribed 1.80x overall; retail portion 2.75x. Allotment finalized June 4; shares to be credited June 5.

SMPP IPO: Defense manufacturer to raise ₹5980 Cr (Fresh: ₹580 Cr; OFS: ₹3420 Cr).

NSDL IPO:…[Read more]

OECD Cuts U.S. Economic Outlook Amid Tariff Concerns
The OECD has sharply revised down its forecast for U.S. economic growth, citing the impact of Donald Trump’s proposed tariffs on global trade and inflation.

U.S. GDP Growth Forecasts:

2025: Cut to 1.6% (from 2.2% in March)

2026: Slashed further to 1.5%

Inflation Outlook:

Projected to rise…[Read more]

Fund House Recommendations Summary

>> Positive Outlook

– Morgan Stanley (MS)

Godrej Consumer: Overweight | Target: ₹1,431/share

M&M: Overweight | Target: ₹3,668/share

Tata Power: Overweight | Target: ₹449/share

– Nomura

CEAT: Buy | Target: ₹3,945/share

– HSBC

Embassy Office Parks REIT: Buy | Target: ₹435/share

Brookfield India REIT: Buy…[Read more]

Key Corporate Announcements
 Maruti Suzuki India

Production up 1.4% YoY in May, reaching 1.95 lakh units, compared to 1.93 lakh units in May 2024.

 Adani Enterprises

Denies allegations by The Wall Street Journal linking the company to sanctioned Iranian LPG, calling them “baseless and mischievous.”

 Reliance Infrastructure

To pay ₹92.6…[Read more]

03 June 2025 | Events Update | Earnings Calls

11:30 AM | Apex Frozen | Dial: ‪+91 22 6280 1256‬

11.30 AM | Apex Frozen Foods | Dial-in +91 22 6280 1256 / 22 7115 8157

Apex Frozen Foods (CMP – Rs 230 | Mcap – Rs 720 Cr) – one of the leading Producer & Exporter of processed seafood, reported its Q4 & FY25 Results.

-Business Highlights Q4F…[Read more]

Market News & Corporate Updates – 3rd June 2025

>> Positive Developments
Biocon: Receives approval for diabetes drug Liraglutide in India.

> PTC India Financial Services: Recovers ₹125 Cr from NSL under the resolution plan, completing full principal recovery.

> Frontier Springs: Secures orders worth ₹92.6 Cr for air springs assem…[Read more]

Stocks Update – Corporate Actions & Key Events (3rd June 2025)

>>Today’s Corporate Actions (Ex-Date: 3rd June 2025)
Company Action Type Details
ATISHAY Final Dividend ₹1.00 per share
CAPINVIT Income Distribution (InvIT) –
LT Final Dividend…[Read more]