🗞️ Daily Business Brief – SEP 29, 2025
- Trump imposes 100% tariff on movies made outside US; also hints at tariffs on furniture imports to revive North Carolina industry.
- Lufthansa Group to cut 4,000 jobs by 2030 with AI support; expects stronger profits.
- IRFC inks ₹16,489 crore loan agreements with HPGCL and MAHAGENCO for thermal power projects.
- Globus Spirits launches world’s first vodka filtered with amethyst crystals; 750ml priced at ₹2,245 in Rajasthan.
- RailTel Corp wins order worth ₹37.5 crore.
- BEL receives fresh defence orders worth ₹1,092 crore.
- Tata Motors – Moody’s affirms Ba1 CFR rating; outlook revised to negative.
- Axiscades Technologies wins ₹7.99 crore order from Indian Army for counter-drone systems; delivery in 12 months.
- Voltas & Blue Star see strong AC sales recovery in North India; festive demand covers 5 weeks of lost sales in just 1 week (NDTV).
- Samvardhana & Bosch face negative outlook amid European auto supplier concerns on local sourcing rules (Bloomberg).
- RBI Policy – Decision on Oct 1; CNBC-TV18 poll shows 80% expect no change in rates, 20% expect 25 bps cut.
- India-Brazil to hold Trade Monitoring Mechanism meeting on Oct 7.
- Hindustan Copper CMD Sanjeev Kumar Singh sees firm copper prices driven by AI-led demand, rare earth expansion.
- Blue Dart Express to hike shipment prices by 9–12% effective Jan 1, 2026.
- Jaguar Land Rover begins phased manufacturing restart post-cyberattack; working with UK Govt & cyber experts for safe recovery.
- Mahindra & Mahindra to sell entire stake in Sampo Rosenlew to TERA for ₹52 crore.
- India IIP rises 4% in Aug vs 3.5% in July; growth led by mining & electricity output.
- Transport Ministry drafting Motor Vehicle Act amendment linking insurance premiums to challan history; hikes likely for LCVs.
- L&T secures $700 mn sustainability-linked trade facility with Standard Chartered.
- Adani Green – TotalEnergies CEO open to selling stake, calls business very profitable.
- India launches anti-dumping probes on Chinese solar encapsulants, mobile covers & chemicals to protect domestic firms.
- Allcargo Gati announces 10.2% average general price increase for express distribution, effective Jan 1, 2026.
- DCX Systems secures fresh purchase orders worth ₹49.89 crore.
- Dixon Tech incorporates wholly-owned subsidiary Dixon Electroc.
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