🗞️ Daily Business Brief – NOV 30, 2025
- Morgan Stanley, Citigroup & Goldman expect India markets to bounce back next year.
- India GDP (Q2 YoY) actual at 8.2% vs 7.8% previous; estimate was 7.4%.
- Statistics Ministry to release new GDP series in Feb 2025; quarterly data for FY26 to be revised with new base.
- Arkade Developers NCLT dispenses meetings of Filmistan & Arkade shareholders for scheme.
- Authum Investment & Infra approves bonus issue in 4:1 ratio.
- Neuland Laboratories approves ₹1.89B investment for new R&D centre.
- Waaree Energies receives order to supply 140 MW solar modules.
- SEBI says from Jan 1, 2026 MF & SIF investments in REITs to be treated as equity exposure; REIT inclusion in equity indices allowed only after July 1, 2026.
- Ashok Leyland incorporates new unit in Saudi Arabia; invests 500,000 SAR.
- PNB Gilts CFO Chandra Prakash resigns effective Nov 28, 2025.
- Adani Group seeks to enter AI race; exploring up to $5B investment in Google data center.
- Tata Technologies CFO Savitha Balachandran resigns; Uttam Gujrati appointed CFO.
- DroneAcharya Aerial Innovations SEBI bars company, MD & CFO from markets for 2 years.
- BillionBrains Garage Ventures infuses ₹1,044.67M via rights issue into subsidiary Finwizard Technology.
- HG Infra Engineering signs BESS purchase agreement with Gujarat Urja Vikas Nigam.
- RPP Infra Projects wins orders worth ₹693.6M.
- Neogen Chemicals subsidiary forms Li-ion materials JV with Japan’s Morita; NIL to hold 80% while Morita invests $20M for 20% stake.
- Silver Prices hit new all-time high at $56.3/oz, up 95% this year.
- Bharti Airtel incorporates new step-down subsidiary ‘Nxtra Vizag Limited’ for data centre operations.
- NTPC NCLT approves Mahagenco-NTPC consortium’s resolution plan for Sinnar Thermal Power (1350 MW).
- Arvind SmartSpaces adds new premium high-rise residential project in Ahmedabad with topline potential of ₹400 crore.
- BDL Defence Secretary says BrahMos export deals with Vietnam & Indonesia expected soon.
- Arkade Developers (Update) NCLT dispenses Filmistan shareholders’ meeting again as per filings.
- Global Aviation faces major disruptions as A320 jets undergo safety fixes due to solar radiation risk & P&W engine limitations in extreme cold.
- DGCA says all affected aircraft to be fully upgraded by 5:30 AM Sunday; IndiGo 200 affected (143 upgraded); Air India 113 (42 upgraded); AI Express 25 (4 upgraded).
- Hindustan Copper General Manager (Chemical) Ramanand Adhikari to retire on Nov 30, 2025.
- Cyient postpones Investor Day scheduled for Dec 11, 2025; says strategic initiatives ongoing, business outlook unchanged.
- Patel Engineering approves ₹3,989.67M rights issue at ₹27/share in 7:40 ratio; record date Dec 4, 2025.
- IndiGo says 160 of 200 Airbus-mandated safety upgrades completed; remaining jets will comply within timelines.
- Sterling & Wilson Renewable Energy arbitral tribunal awards $4.97M (₹44.45 crore) to Conti LLC plus additional fees & expenses.
- Mahindra Lifespace to acquire Actis’ entire stake in Mahindra Homes; MHPL to become subsidiary.
- Hindustan Unilever approves demerger of ice-cream business to Kwality Wall’s; share ratio 1:1; effective Dec 1, 2025; record date Dec 5, 2025.
- ICICI Bank gets RBI nod to acquire 100% stake in ICICI Prudential Pension Fund, pending PFRDA approval.
- Mazagon Dock delivers ‘Taragiri’, fourth advanced stealth frigate (Project 17A) with 75% indigenous content.
- India Exports to U.S. fall 28.5% over last 5 months due to tariff issues.
- NSE revises FinNifty freeze limit to 1,200 contracts/order effective Dec 1 to prevent oversized trades.
- Finance Ministry to introduce bills imposing new cesses on cigarettes, pan masala & gutkha; existing GST cesses to be replaced.
- Central Excise Bill to hike duty on tobacco; new “Health/National Security Cess” to apply to machinery & processes used in tobacco manufacturing.
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