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Sneha M Vasudeo

12th Jun · SEBI-Registered Analyst

My View: Top 3 Developments to Watch

1. $ANURAS – Global First Commercialisation of ETFA Becoming the first company globally to commercialise ETFA using flow chemistry is a significant technological milestone. This could strengthen Anupam Rasayan's position in high-value specialty chemicals and create opportunities for long-term revenue growth. Investors should monitor commercial-scale production, customer adoption, and margin expansion. 2. $SAGILITY – Acquisition of CareSeed The acquisition expands Sagility's healthcare analytics capabilities and deepens its presence in the US healthcare market. The deal could enhance cross-selling opportunities and strengthen the company's end-to-end healthcare solutions portfolio. Key factors to watch include integration execution and the contribution to earnings growth. 3. $TATAPOWER – Approval to Recover Higher Power Purchase Costs DERC's approval allows distribution companies to recover higher power procurement costs incurred during April 2026. This may help reduce financial pressure on Tata Power's distribution business and support cash flows. Investors should watch for the impact on future earnings and regulatory developments in the power sector. For educational purposes only. Not investment advice.

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