Stocks in Focus

Pharma (Neutral): US launches TrumpRx, offering Americans cheaper medicines. Pfizer gets 3-year grace from Trump pharma tariffs. Lupin secures USFDA approval for Rivaroxaban oral suspension. India starts anti-dumping probe on PET films, kitchen glassware & Nylon (Ester, Borosil, GSFC).

(+): Board meet on 15 Oct to consider fund raise. TVS Supply (+): Subsidiary in North America targets $500M revenue, sustaining 20% CAGR. Also inaugurated 225,000 sq. ft. facility in Iowa. (+): Commissioned 950 MW solar module line in Gujarat. (Neutral): Subsidiary to raise ₹877.64 cr via preference shares. RITES (+): Signed MoU with Etihad Rail for business expansion. Ceigall India (+): Won ₹225 cr order for Bulk Drug Park, HP. Broking (-): Zerodha Q1 FY26 revenue down 40%, eyes pivot. (-): Receives ₹216 cr GST demand notice. New India Assurance (-): Faces ₹2,379 cr tax order. PB Fintech (+): Reappointed Yashish Dahiya as Chairman & CEO till 2031. Arvind Fashions (-): MD & CEO Shailesh Chaturvedi resigns. Adani Total Gas (-): CFO Parag Parikh resigns. SJVN (+): Commissioned 128.88 MW out of 1,000 MW Bikaner solar project. Power Grid (Neutral): Wins inter-state transmission project under TBCB. Oil India (Neutral): Signs MoU with GAIL for natural gas value chain collaboration. Swan Defence (+): Inks MoU with Samsung Heavy Industries for shipbuilding projects. KP Energy (+): Partners with South Korea’s Jeonbuk Province on green hydrogen. Avenue Supermarts (Neutral): Opens new Ghaziabad store, total now 432. Nestle India (Neutral): Signs MoU with Ministry of Food Processing at World Food India Summit. Pricol (+): MoU with BOE Varitronix for localization of LCD/TFT display bonding in India. NHPC (Neutral): 85.72 MW balance of Karnisar solar project to be commissioned by Oct 31. HUDCO (+): Sanctioned loans worth ₹92,709 cr in Apr–Sep 2025.