🗞️ Daily Business Brief – AUG 11, 2025
- India plans credit guarantee scheme worth ₹40,000 Cr to shield small firms & exporters from external shocks like US tariffs; covers loans overdue 1–90 days.
- India targets high-export hubs as cushion against US tariffs; West Asia and Africa among focus areas, Commerce Ministry working product-by-product.
- Trade Deficit narrowed to a four-month low of $18.78 Billion in June 2025.
- Bessemer India likely to sell up to 4% in Medi Assist via block deals.
- Poly Medicure cuts FY26 revenue guidance to ~16% from 20% due to Europe slowdown; domestic growth strong at ~30%, export target lowered to 5–10%; Q1 FY26 revenue up 4.8%, PAT up 25.7%.
- Adani Defence & Aerospace to acquire 100% stake in Indamer Technics via Horizon Aero.
- India–USA tariff tensions update: Trade officials to brief MPs; Indian envoy speaks to US Senator Graham; India not the only buyer of Russian crude.
- Thematic mutual fund inflows hit ₹9,426 crore in July, highest since December.
- GIC Re asks insurers to raise premiums by 10–12% in motor and 32–35% in commercial lines; reinsurance support only if premiums at viable levels.
- SIP inflows hit record high ₹28,464 Cr in July vs ₹27,269 Cr MoM; Net equity inflows ₹42,672 Cr vs ₹23,568 Cr MoM.
- Projects arm bags ₹280 Cr order from Oil India.
- M&M Financial & ICICI Lombard enter motor insurance distribution partnership.
- L&T bags over ₹15,000 Cr order from Adani Power for 6,400 MW thermal power project under CarbonLiteSolutions.
- VinFast India signs financing partnership with HDFC Bank ahead of vehicle launch.
- India seeks broader US engagement beyond trade, focusing on strategic, defence, and technology cooperation.
- JM Financial targets ₹25,000+ Cr AUM in alternatives, expands retail mortgages & capital markets; strong balance sheet and digital push to drive growth.
- India Glycols leverages green chemistry & backward integration for high-margin speciality chemicals, premium spirits, nutraceuticals; capacity expansions to boost exports and profitability.
- IFB Industries focuses on premium appliance growth, engineering diversification, exports; automation and new capacity to lift margins and share.
- Epack Durable eyes multi-category expansion, Hisense partnership, and ODM leadership via high backward integration; focus on R&D and product diversification.
- HAL expediting deliveries of US-made F404 engines for Tejas Mk-1A fighters; follow-on order being finalised; defence talks with US continue despite tariff hikes.
🔔 Stay tuned — informed choices create winning opportunities.
