ITC Ltd. Share Price

SEPC Ltd (Shriram EPC), the latest fundamental picture

Strong FY26 growth: SEPC reported FY26 results with income up 68% YoY and net profit more than doubling, according to the company’s FY26 release. June 2026 quarter: Revenue grew about 40% YoY, although the company specifically highlighted overseas margin headwinds. So topline growth was strong, but profitability needs monitoring. Large SAIL order: SEPC received an LOA from SAIL–ISP Burnpur worth ₹854.57 crore (net of ITC) in August 2026. This is a significant addition to the EPC order pipeline. Avenir UAE acquisition: SEPC announced plans to acquire up to 90% of UAE-based Avenir International Engineers & Consultants LLC through a preferential allotment of 153 crore equity shares at ₹10/share. This is strategically important because it expands SEPC's overseas EPC/business presence, but the very large share issuance also creates potential equity dilution for existing shareholders. UAE petroleum-trading expansion: SEPC subsequently announced in-principle approval to enter UAE petroleum trading through 100% acquisition of Wintality Petroleum FZE. This represents a move beyond its traditional EPC operations and is something to watch for execution and financial contribution. Order cancellation: SEPC disclosed cancellation of an EPC subcontract received by its unincorporated joint operation in July 2026. This is a negative development relative to the new-order announcements and should be considered when assessing the order book. MOIL work-order cancellation: The company also disclosed cancellation of a work order by MOIL, another item investors should factor into the order-book picture. Promoter holding: As of June 30, 2026, promoter/promoter-group holding was 11.67%, while the

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SBI Life's Q1 FY27 numbers were strong chart is attached

Fundamental picture SBI Life's Q1 FY27 numbers were strong: PAT increased about 22% YoY to ₹725 crore. Net premium income increased about 16.9% to ₹20,078 crore. APE grew 36% to ₹5,379 crore. Value of New Business increased 29% to ₹1,408 crore. Indian Embedded Value increased 15% to ₹85,293 crore. AUM reached ₹5.25 lakh crore, up about 10% YoY. Solvency ratio remained strong at 1.96, comfortably above the regulatory requirement of 1.50. More recently, August 2026 new-business premium data showed SBI Life's total NBP rising 2.8% YoY to ₹3,415 crore, taking YTD NBP growth to 12.73%. Individual non-single premium grew 16.07%, although group single premium declined 34.3%. ⚠️ Recent developments to monitor GST demand: SBI Life received a GST demand of approximately ₹1.13 crore relating to excess ITC claimed during April–August 2025; the company has indicated it will appeal. The amount is small relative to the company's scale, but it is a disclosed regulatory/tax matter. IRDAI cost-efficiency push: IRDAI recently asked large insurers including SBI Life to pursue further cost efficiencies. Nomura's analysis reported that SBI Life would need only a relatively small reduction in its expense ratio under the proposed framework, with the required adjustment estimated at 0.6 percentage point over five years. Q2 FY27: The company closed its trading window from October 1, 2026 until 48 hours after the Q2 FY27 results, so the September-quarter numbers will be the next major fundamental catalyst to watch.

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ITC takes full ownership of Yoga Bar Parent

Research Analyst: UJVIN NEVATIA (PROPRIETOR: NEVAT INVESTMENTS) | SEBI Registration No.: INH100009628 ITC Limited (

) has acquired the remaining 52.5% stake in Sproutlife Foods for around ₹645 crore, taking its ownership of the company behind the Yoga Bar brand to 100%. What happened? The transaction was completed on September 28, 2026 through a cash purchase of 13,445 equity shares. Sproutlife is now a wholly owned subsidiary of ITC. Sproutlife's turnover rose to ₹452 crore in FY26 from ₹200 crore in FY25 and ₹108 crore in FY24. The business operates primarily through digital-first channels while expanding its physical retail presence. Why does it matter? The acquisition gives ITC complete control over Yoga Bar and adds a fast-growing health and nutrition brand to its packaged foods portfolio. ITC can potentially use its distribution network and scale to expand Yoga Bar across offline retail while retaining its digital presence. My view The revenue growth is strong but growth alone does not establish value creation. ITC has now committed a further ₹645 crore for full ownership, so the focus shifts from acquiring the brand to scaling it profitably. The key challenge will be balancing distribution expansion and marketing investment with margins. A rapidly growing brand can still consume significant cash if customer acquisition and trade spending remain high. What I am watching next I would track Yoga Bar's revenue growth, profitability and offline distribution expansion. ITC's digital-first and organic portfolio had an annualised revenue run rate of around ₹1,500 crore in Q1 FY27, making portfolio-level margins and growth important indicators as well. No Recommendations Source: NDTV Profit / ITC exchange disclosure Disclosure: I, my entity, associates or relatives do not have any holding, position or other material interest in ITC Limited.

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ITC Just Bought 100% Of Yoga Bar. But Why?

Just Bought 100% Of Yoga Bar. But Why? 🥣 ITC has completed the acquisition of the remaining 52.5% stake in Sproutlife Foods, the company behind Yoga Bar, for around ₹645 crore. So ITC now owns 100% of the business. Now, ₹645 crore may not look huge for a company like ITC. But I find the strategy much more interesting than the deal size. ITC is already present across cigarettes, FMCG, hotels, paperboards and other businesses. And now it is getting deeper into the health and nutrition space. Yoga Bar gives ITC exposure to products like protein bars, breakfast cereals, muesli and other health-focused foods. 🥣 So why does this matter? Consumer preferences are changing. People are becoming more conscious about protein, ingredients and healthier food choices. If ITC can use its huge distribution network to scale Yoga Bar, the same brand could potentially reach many more customers. But here's where the stock-market angle comes in. An acquisition doesn't automatically increase profits. Investors will want to see whether ITC can grow Yoga Bar's sales, improve distribution and eventually make the business meaningfully profitable. The interesting question is: Can ITC turn a relatively smaller brand into a much bigger FMCG business? If yes, the market could eventually start valuing the growth opportunity differently. If growth remains slow, the impact on ITC's overall earnings could remain limited. That's why I think this is a good example of how to read acquisition news. Don't just ask: “How much did ITC pay?” Ask: “What can ITC do with the business after buying it?” Because sometimes the real value of an acquisition comes from the distribution, scale and execution of the buyer. 📊

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ITC Acquires 100% Stake in Yoga Bar for ₹645 Crore

has completed the acquisition of the remaining 52.5% stake in Sproutlife Foods Private Limited, the company behind the Yoga Bar brand, for approximately ₹645 crore through a cash transaction. With this acquisition, ITC’s shareholding in Sproutlife has increased from approximately 47.5% to 100%, making it a wholly owned subsidiary effective September 28, 2026. Sproutlife operates in the new and innovative food products segment, manufacturing and selling products under the Yoga Bar trademark. Positioned as a digital-first brand, Yoga Bar has a strong online presence through direct-to-consumer (D2C) and e-commerce platforms, alongside a growing offline retail presence. The acquisition aligns with ITC’s strategy to strengthen its future-ready portfolio in the foods segment. Sproutlife was incorporated in February 2015 and operates in India. Its revenue has grown consistently, increasing from ₹108 crore in FY24 to ₹200 crore in FY25 and ₹452 crore in FY26, based on audited financial statements. The transaction was completed through a secondary purchase of 13,445 equity shares, with no additional regulatory approvals required. It was also disclosed as a non-related-party transaction. For investors, key monitorables include Yoga Bar’s revenue growth, expansion across offline distribution channels, profitability and its contribution to ITC’s overall foods business following complete ownership. Disclosure: I do not hold any position or financial interest in the mentioned stock.

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ITC: Acquires Remaining Stake in Sproutlife

Key Update ITC has acquired the remaining 52.5% stake in Sproutlife Foods Pvt. Ltd., the company behind the Yoga Bar brand. The transaction is valued at approximately ₹645 crore. With this acquisition, ITC's ownership in Sproutlife reaches 100%. ITC had originally announced plans in January 2023 to acquire 100% of Sproutlife over 3–4 years. ITC had acquired 47.5% on a fully diluted basis by March 2025. Sproutlife became a subsidiary of ITC from April 1, 2026, after ITC acquired the right to nominate a majority of directors to its board. bout Yoga Bar Yoga Bar is a health and nutrition-focused, digital-first FMCG brand. Its portfolio includes nutrition bars, muesli, oats and cereals. The brand initially built a strong presence through D2C and e-commerce channels, while expanding its offline retail presence Risk Factors Competition in the health and nutrition foods market remains high. Scaling the Yoga Bar brand across ITC's larger distribution network will require continued investment. Consumer preferences in the healthy-snacking category can change rapidly. Acquisition benefits will depend on future revenue growth, margins and successful integration. Increased competition from established FMCG companies and digital-first brands could affect growth. Disclaimer: This content is for educational and informational purposes only and is not investment advice or a recommendation to buy or sell any security. Investors should conduct their own research and consult a SEBI-registered investment adviser before making investment decisions

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