🗞️ Daily Business Brief – NOV 10,2025
- Govt proposes mandatory ‘country of origin’ filters for all e-commerce platforms, to ensure consumer transparency.
- PM Modi reviews Delhi blast situation after explosion near Red Fort Metro; spoke to HM Amit Shah for updates.
- Tata Motors to list Tata Motors CV on November 12.
- Delhi Fire Department confirms car explosion near Red Fort Metro; multiple vehicles caught fire, investigation underway.
- JK Tyre launches India’s 1st passenger car tyres with embedded smart sensors to track real-time performance.
- SC to hear JSW Energy plea against CERC’s rejection of 1000 MW BESS project tariff; no interim stay granted.
- Bharat Electronics (BEL) bags fresh orders worth ₹792 crore.
- Transformers & Rectifiers secures ₹103 crore order from Gujarat Energy Transmission.
- Govt sources say 100+ MT coal available; thermal plants have 21+ days supply; renewable output easing coal demand.
- Diageo appoints Dave Lewis as CEO & Executive Director of United Spirits effective January 1, 2026.
- Marksans Pharma Goa facility US FDA inspection concluded with **zero Form 483** observations.
- NBCC signs MoU with Pantheon Elysee for UAE real estate project.
- Hindalco expects US capex cost increase due to inflation; maintains positive cash flow in India operations.
- Life Insurance Data (October) SBI Life leads with very strong growth across NBP / APE; Max Life second best performer.
- SBI Life NBP ↑20%, APE ↑19%, Retail APE ↑19%.
- Max Life NBP ↑15%, APE ↑16.5%, Retail APE ↑17.5%.
- HDFC Life NBP ↑1%, APE ↑7%, Retail APE ↑9%.
- ICICI Pru Life NBP ↑7%, APE ↑9%, Retail APE ↑3%.
- LIC NBP ↑13%, APE ↑30%, Retail APE ↑28%.
- Sangam (India) Q2 Rev ₹785cr (+16% YoY); EBITDA ₹76cr (+32% YoY); PAT ↑317% YoY; expects ₹25cr annual savings via recycled polyester & renewable integration.
- Dynamatic Technologies Q2 Rev ₹3,924cr (+8.6% YoY); launches world’s first AI inspection for Airbus A220 doors; strong aerospace-led growth outlook.
- G R Infraprojects guides multi-year growth with ₹21,114cr order book; expanding into power, rail & metro projects.
- KEC International Q2 Rev ₹6,092cr (+19% YoY); PAT ↑88% YoY; record ₹44,000cr order book; strong global infra momentum.
- Vikran Engineering focuses on renewable EPC scaling, exports, cost efficiency and backward integration for margin expansion.
- Paisalo Digital targets 25–30% AUM growth via co-lending partnerships with SBI, UBI & Axis; GNPA <1%.
- Sula Vineyards expects H2 recovery led by tourism & premium mix; third resort launched in Nashik.
- Dreamfolks Services completes acquisition of 50.01% stake in Ten 11 Hospitality LLP.
- CE Info Systems (MapmyIndia) targets 30% revenue CAGR via automotive + logistics + IoT + AI integration.
- Triveni Turbine strong order intake; aftermarket contributes 35%; confident of H2-led growth.
- Syrma SGS Technology expands into defence & maritime electronics via acquisition of Elcome; strong export momentum.
- Gopal Snacks targets 20% revenue growth; expanding footprint in West & South India.
- V-Mart Retail pushes omnichannel expansion; aims margin recovery in H2.
- BLS E-Services expanding e-governance and BFSI partnerships across tier-3/4 towns.
- Jindal Stainless focuses on value-added grades & renewable integration for margin stability.
- Subros scaling EV, rail & industrial thermal systems; strong OEM partnerships.
- Bajaj Consumer Care margin expansion + premium haircare push; rural distribution strengthening.
- Camlin Fine Sciences Vanillin segment ↑41% YoY; focusing on aroma ingredients & margin recovery.
- Ather Energy unit sales ↑67% YoY (66K units); expanding to 700 outlets by FY26; margin improvement continues.
- Doms Industries planning greenfield expansion; strong export & premium stationery momentum.
- HUDCO targets 13–15% loan growth led by affordable housing + urban infra.
- Bajaj Finance targets sustained 26–28% AUM growth; expanding rural + merchant lending.
- Swan Defence signs LoI to build six 18,000 DWT chemical tankers for European ship owner.
- Alkem Labs EU GMP inspection at Baddi concluded with no major observations.
- Britannia CEO Varun Berry resigns; Rakshit Hargave appointed new MD & CEO from Dec 15.
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