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]

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]

Hi