🗞️ Daily Business Brief – SEP 25, 2025
- Polycab – Promoters sell 1.5% equity for ₹1,740 crore via block deal at ₹7,458/sh average.
- U.S. Jobless Claims – Weekly claims at 2.18 lakh vs 2.32 lakh prior; below Wall Street estimate of 2.33 lakh.
- U.S. GDP Q2 2025 – Growth at 3.8% vs estimate 3.3%, strongest since Q3 2023.
- DIPAM – Rejects JV proposal between BHEL and REC Power Development and Consultancy.
- Supreme Petrochem – Commissions ABS project with 70,000 TPA capacity at Maharashtra plant.
- Ceigall India – Receives LoA worth ₹509 crore from GMADA for road construction project.
- Accenture Q4FY25 – New bookings $21.3 bn (▲ 6% USD, ▲ 3% LC); revenues $17.6 bn (▲ 7% USD, ▲ 4.5% LC). FY26 revenue growth guided at 2–5% LC vs prior 6–7%. Excluding US Federal business drag, growth seen at 3–6%.
- Defence Ministry & HAL – Signs ₹62,370 cr contract for 97 LCA Mk1A aircraft for Indian Air Force. Deliveries from 2027–28, completed over 6 years.
- TCS & IT Sector – TCS hits 52-week low; Nifty IT down 5th straight session, sector under pressure.
- Dilip Buildcon – Secures LoAs worth over ₹4,000 crore for projects in Rajasthan & Kerala.
- AWL Agri Business – Targets ₹9,000–10,000 crore food business revenue by FY27.
- India–US Trade Talks – Commerce Minister Piyush Goyal-led delegation to return from US tomorrow.
- Tata Motors – JLR – Faces potential £2 billion financial hit from cyberattack, exceeding FY24 PAT. JLR says parts of digital estate are restored, backlog payments to suppliers being cleared.
- RITES – Wins $18 million order from Talis Logistics, South Africa, for overhauled ALCO diesel-electric locomotives.
- Jaguar Land Rover Update – JLR informs colleagues, suppliers & partners that sections of digital estate are back online; further updates on cyber impact to follow with financial reporting.
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