📦New Orders & Contracts
HAL:Signs license agreement with GE for LCA MK2 engines; will manufacture in India with technology transfer.
**HAL:** Also signs export agreement with Safran for ring forgings for LEAP engines.
**SIMPLEX CASTINGS:** Wins ₹22.37 Cr order from Bhilai Engineering Corporation for industrial castings.
**MENON BEARINGS:** Secures ₹30 Cr annual US order for biometal bearings; production to begin in August.
🤝 **Expansions & Acquisitions**
**HUL:** Acquires 90.5% stake in USPL (*Minimalist* brand) for ₹2,706 Cr on April 21, 2025.
**DOMS INDUSTRIES:** Extends acquisition timeline for 13% stake in Pioneer Stationery to 31 December 2025.
**BLUE JET HEALTHCARE:** Acquires 102.48 acres in AP for ₹1,000 Cr greenfield facility; Phase 1 to be commissioned by FY28–29.
🤝 **Technological Advancements & Strategic Partnerships**
**CYIENT:** Partners with Zinier to improve field services for asset-intensive sectors using AI & digital engineering.
📈 **Operations & Performance Updates (Q1 FY26)**
**HUL:** Q1 net profit at ₹2,732 Cr vs est. ₹2,535 Cr; EBITDA ₹3,558 Cr vs est. ₹3,595 Cr; margin at 22.3%.
**SAREGAMA:** Q1 net profit flat at ₹36.6 Cr; EBITDA up 8% YoY at ₹55.3 Cr; margin at 26.7%.
**DCB BANK:** Q1 net profit up 20% YoY at ₹157 Cr; NII up 17% YoY at ₹580 Cr.
**GILLETTE INDIA:** Q1 net profit up 26% YoY at ₹146 Cr; EBITDA up 20% YoY at ₹210 Cr; margin at 29.7%.
**TVS MOTOR:** Q1 net profit at ₹779 Cr vs est. ₹756 Cr; EBITDA ₹1,263 Cr vs est. ₹1,238 Cr; margin at 12.53%.
**AMBUJA CEMENTS:** Q1 net profit at ₹970 Cr vs est. ₹796 Cr; EBITDA ₹1,961 Cr vs est. ₹1,844 Cr; margin at 19.05%.
**SUN PHARMA:** Q1 net profit down 19.7% YoY at ₹2,280 Cr; EBITDA up 19.2% at ₹4,301 Cr; margin at 28.5%.
**RADICO KHAITAN:** Q1 net profit up 73% YoY at ₹130 Cr; EBITDA up 57% at ₹231 Cr; margin at 15.42%.
**VEDANTA:** Q1 net profit down 12% YoY at ₹3,184 Cr; EBITDA down 0.3% at ₹9,918 Cr; margin at 26.2%.
**ADANI ENTERPRISES:** Q1 net profit down 49.5% YoY at ₹734 Cr; EBITDA down 10.7% at ₹3,310 Cr; margin at 15.06%.
**CHOLAMANDALAM INVESTMENT:** Q1 net profit up 21% YoY at ₹1,135 Cr; NII up 23% at ₹3,184 Cr.
**MARUTI SUZUKI:** Q1 net profit at ₹3,711 Cr vs ₹3,649 Cr YoY; EBITDA down to ₹3,995 Cr; margin at 10.4%.
**DABUR INDIA:** Q1 net profit at ₹508 Cr vs ₹481 Cr YoY; EBITDA ₹667 Cr; margin at 19.61%.
**RESTAURANT BRANDS ASIA:** Q1 net loss at ₹11.6 Cr vs ₹26.9 Cr loss YoY; EBITDA ₹68.1 Cr; margin at 12.33%.
**SWIGGY:** Q1 net loss at ₹1,198 Cr vs ₹611 Cr loss YoY; EBITDA loss at ₹954 Cr; margin at -19.22%.
**THERMAX:** Q1 net profit up 31% YoY at ₹152 Cr; EBITDA up 59.6% at ₹225 Cr; margin at 10.47%.
**COAL INDIA:** Q1 net profit down 20% YoY at ₹8,743 Cr; EBITDA ₹12,521 Cr; margin at 34.93%.
**NEULAND LABS:** Q1 net profit down 86% YoY at ₹13.9 Cr; EBITDA down 72% at ₹34.5 Cr; margin at 11.77%.
**MANKIND PHARMA:** Q1 net profit down 17% YoY at ₹444.6 Cr; EBITDA ₹929.8 Cr; margin at 25.47%.
**CHAMBAL FERTILIZERS:** Q1 net profit up 23% YoY at ₹549 Cr; EBITDA ₹760 Cr; margin at 13.3%.
**JSW ENERGY:** Q1 net profit up 56% YoY at ₹835.9 Cr; EBITDA ₹2,792 Cr; margin at 54.23%.
**AARTI INDUSTRIES:** Q1 net profit down 69% YoY at ₹43 Cr; EBITDA down 30% at ₹213 Cr; margin at 12.7%.
**CITY UNION BANK:** Q1 net profit up 16% YoY at ₹306 Cr; NII up 15% at ₹625 Cr; Gross NPA improves to 2.99%.
💰 **Fundraising Updates**
**OSEL DEVICES:** Raises ₹56 Cr via preferential shares at ₹340; investors include Mukul Agarwal & Hem Securities' promoters.
**PAISALO DIGITAL:** To consider fundraising via private placement in board meeting on 5 August 2025.
📑 **Clarifications & Disclosures**
**MTNL:** Fails to fund interest payment for Series VIIC bonds due 10 August; may need GoI support due to sovereign guarantee.
**HITACHI ENERGY:** Confirms strong order book, no export concern from US tariffs & no execution delays.
🚀 **Innovation & Product Launches**
**RMC SWITCHGEARS:** Launches *Pulse Box* smart LT distribution automation system; targets urban grid safety.
🏢 **Incorporate / Corporate Structure**
**HUL:** Gets NOC from exchanges for ice cream business demerger; NCLT meeting on 12 August; completion by Q4 FY26.
**VEDANTA:** Drops capital restructuring plan; boosts Gamsberg Phase II capacity & ESG-aligned zinc output.
**MARUTI SUZUKI:** Amends MoA to enable new business lines like leasing, fleet & EV infra.
💻 **IT / Tech Updates**
**INFOSYS:** CEO confirms hiring 20,000 college graduates this year.
➕ **Additions**
**CANTABIL RETAIL:** Opens 7 new showrooms in July 2025; total count at 614.
**CITY UNION BANK:** Opens new branch in Maharashtra.
📌 **Others**
**SWIGGY:** Minority stake in Rapido has appreciated; evaluating further investment.
**JUBILANT INGREVIA:** Strong commentary on CDMO; expects big delivery in early 2026.
**JSW STEEL:** SC says Bhushan Power case needs reconsideration; positive for JSW.
