Executive Summary
Across the 14 filings for the BSE SENSEX 30 stream dated 23 October 2026, the dominant theme is a sharp divergence between headline growth and underlying quality.
Bajaj Finance and ICICI Bank both delivered strong profit growth (PAT +29% and +20.1% YoY respectively) but flagged rising stressed assets or margin pressure, with ICICI's NIM falling to 4.18% from 4.36% QoQ and Bajaj's Stage 2/3 assets rising INR 1,601 crore. Infosys reported INR-denominated revenue growth of 10.7% YoY, but constant-currency growth of only 1.5% YoY, a cut to FY27 revenue guidance to 1%-2% CC growth, a 17.5% YoY decline in Hi-Tech revenue, and a 23% YoY drop in other income net of finance cost, so the headline beat flatters the operating trend. Capital returns and governance remained routine, with Infosys declaring a ₹26 interim dividend (+13% YoY, record date 3 November 2026), NTPC's board meeting on 31 October 2026 with trading window closed, and Titan's earnings call on 5 November 2026. Portfolio-level patterns include a consistent 'quality of earnings' debate (CASA mix pressure at ICICI, FCF decline at Infosys down 8.1% YoY in INR, credit cost normalisation expectations at Bajaj), with the most material developments being Infosys's guidance revision, ICICI's margin and asset-quality mix, and Bajaj Finance's gold-loan stress. Several filings (Trent IEPF notice, Infosys auditor UDIN filing, Power Grid commissioning) are compliance or operational in nature and carry limited market impact.
Materiality, sentiment, and priority are scored by Gunpowder’s analysis pipeline. How we score filings →
Filing types in this digest: Corporate governance · Board meeting · Corporate action · Company update
Tracking the trend? Catch up on the prior BSE Sensex 30 Stocks Regulatory Filings digest from October 22, 2026.
Investment Signals (11)
- Bajaj Finance ↓ (BULLISH)▲
Q2 FY27 AUM +26.5% YoY to INR 5,84,624 crore, PAT +29% YoY to INR 6,367 crore (+34% before INR 337 crore macro overlay); management reaffirmed FY27 targets and sees FY27 possibly among the lowest credit-cost years in four years
- ICICI Bank ↓ (BULLISH)▲
NII +17.7% YoY to INR 25,339 crore and PAT +20.1% YoY to INR 14,843 crore, with net NPA improving to 0.30% from 0.35% QoQ and 0.39% YoY
- ICICI Bank ↓ (BEARISH)▲
NIM compressed to 4.18% from 4.36% QoQ (4.28% ex one-time tax-refund benefit), CASA average growth only 10.7% YoY vs deposits +27.1%, and gross NPA additions rose to INR 4,833 crore
- Infosys ↓ (BEARISH)▲
Q2 FY27 revenue INR 49,244 crore (+10.7% YoY reported) but only +1.5% YoY in constant currency; FY27 CC revenue guidance cut to 1%-2% while 20%-22% margin guidance retained
- Infosys ↓ (BULLISH)▲
Large-deal TCV $5.2 billion in Q2 with 62% net new, a mega deal above $2 billion, and AI revenue at 10.5% of revenue (+29% QoQ), supporting the medium-term demand narrative
- Infosys ↓ (BEARISH)▲
Other income net of finance cost fell 23.0% YoY to $77 million (INR -16.3%) and FCF fell 8.1% YoY in INR to ₹8,898 crore, dragging PBT growth to 8.2% vs revenue +10.7%
- Infosys ↓ (BULLISH)▲
Interim dividend ₹26 per share (+13% YoY), record date 3 November 2026, payout 11 November 2026, a clear shareholder-return signal despite soft constant-currency growth
- Sun Pharmaceutical ↓ (BULLISH)▲
UNLOXCYT (cosibelimab) long-term data at ESMO 2026 on 24 October 2026 shows objective response rates of 44.4%-53.1% and low high-grade immune AEs (2.9% grade 3, no grade 4) across 205 patients
- Bajaj Finserv ↓ (NEUTRAL-BULLISH)▲
Structured CEO succession at its material unlisted subsidiary Bajaj General Insurance, with Deepak Reddy as CEO Designate from 1 January 2027 and MD & CEO from 1 April 2027, subject to IRDAI approval, supporting continuity
- Power Grid ↓ (BULLISH)▲
Koppal-II/Gadag-II renewable transmission scheme fully commissioned with DOCO received on 23 October 2026, adding regulated transmission capacity in Karnataka
- Trent ↓ (NEUTRAL)▲
Divestment of 100% stake in Netria Property Holdings to TreBits SM REIT at Rs 11.25/share plus repayment of about ₹171.91 crore loans, a non-related-party exit that monetises a non-core property asset
Risk Flags (9)
- Bajaj Finance/Asset Quality↓ [HIGH RISK]▼
Stage 2 and Stage 3 assets rose INR 1,601 crore in the quarter, of which INR 1,047 crore was Stage 2 gold loans tied to short-tenure schemes, while MSME loans grew only 3%
- Infosys/Hi-Tech Segment↓ [HIGH RISK]▼
Hi-Tech revenue fell 17.5% YoY (17.3% in constant currency), the steepest segment decline, with Retail down 8.1% YoY, signalling vertical-level demand weakness
- Infosys/Earnings Quality↓ [HIGH RISK]▼
Net profit after NCI rose only 6.2% YoY in INR but fell 2.5% YoY in USD, and H1 USD net profit declined 0.6% YoY despite H1 INR revenue +12.3% YoY, indicating currency-driven headline growth
- ICICI Bank/Margin↓ [MEDIUM RISK]▼
NIM down 18 bps QoQ to 4.18%, with FCNR(B) deposit mix and a marginal CASA decline, and deposit growth ex-FCNR(B) moderating to about 17% from 27.1% headline
- ICICI Bank/Retail Credit↓ [MEDIUM RISK]▼
Credit card portfolio shrank 9.7% YoY, the only major retail segment in decline, while gross NPA additions rose to INR 4,833 crore
- Infosys/Guidance↓ [MEDIUM RISK]▼
FY27 CC revenue guidance cut to 1%-2%, and the Q2 sequential revenue growth of only 1.2% QoQ in constant terms highlights deceleration risk
- Infosys/Other Income↓ [MEDIUM RISK]▼
Other income net of finance cost declined 16.3% YoY in INR to ₹733 crore (H1 -11.9%), weighing on pre-tax growth that trailed revenue by about 2.5 percentage points
- Bajaj Finance/Gold Loans↓ [MEDIUM RISK]▼
Management stopped short-tenor gold schemes in August, and INR 550 crore of the INR 1,099 crore Stage 2 gold book has only partly rolled back to Stage 1, so further migration is possible
- Trent/Divestment Execution↓ [LOW RISK]▼
The Netria sale is conditional on definitive documents and the SM REIT's first-scheme IPO, creating completion and timing risk, with Trent still occupying premises under lease
Opportunities (9)
- Bajaj Finance/Credit Cost Normalisation↓ (OPPORTUNITY)◆
Management expects FY27 may be one of the lowest credit-cost years in four years; INR 550 crore of Stage 2 gold assets already re-entered Stage 1, a potential provision-release tailwind if sustained
- Bajaj Finance/Growth Trajectory↓ (OPPORTUNITY)◆
Reaffirmed FY27 targets of 60-62 million new loans and 18-20 million new customers, with net AUM addition of about INR 38,000 crore in one quarter, supporting continued operating leverage (25-40 bps opex-to-NTI improvement)
- Infosys/Deal Pipeline↓ (OPPORTUNITY)◆
$5.2 billion Q2 TCV with 62% net new and a $2 billion-plus mega deal provides multi-quarter revenue visibility, and AI revenue at 10.5% of the mix growing 29% QoQ positions the company for an AI-led re-rating
- Infosys/Income Stream Reset↓ (OPPORTUNITY)◆
The 16%-23% decline in other income is a non-operating drag, so a normalising treasury yield or capital redeployment could restore pre-tax growth toward revenue growth levels
- ICICI Bank/Asset Quality Improvement↓ (OPPORTUNITY)◆
Net NPA fell to 0.30% (from 0.39% YoY), signalling clean-up progress that supports the valuation case if NIM stabilises as the FCNR(B) mix normalises
- Sun Pharmaceutical/UNLOXCYT Oncology↓ (OPPORTUNITY)◆
Median PFS of 7.9 months, 37.3 months and 6.1 months across cohorts, with median OS of 37.2 months in Group 1 and not reached in Groups 2 and 3; two-year probability of remaining in response of 69%-82% supports the commercial case for the approved US product
- Power Grid/Regulated Transmission Growth↓ (OPPORTUNITY)◆
Commissioning of the Karnataka RE transmission scheme with DOCO on 23 October 2026, and the PKGTL amalgamation into POWERGRID Khavda II-C effective 1 March 2026 simplify group structure while adding regulated asset base
- Trent/Balance Sheet Monetisation↓ (OPPORTUNITY)◆
Netria sale at Rs 11.25 per share plus loan repayment of about ₹171.91 crore releases non-core capital and crystallises value in a subsidiary incorporated only in September 2025, a catalyst for capital recycling
- Bajaj Finserv/Insurance Leadership Continuity↓ (OPPORTUNITY)◆
Deepak Reddy, with three decades of financial services experience and prior leadership at Bajaj Finance's rural, insurance and gold loan businesses, brings deep group familiarity to Bajaj General Insurance
Sector Themes (7)
- Financials: Growth Strong, Quality Mixed◆
Bajaj Finance (AUM +26.5%, PAT +29%) and ICICI Bank (NII +17.7%, PAT +20.1%) both delivered strong growth, but both disclosed deteriorating mix metrics (Stage 2/3 additions of INR 1,601 crore; NIM down 18 bps QoQ and CASA growth 10.7% vs deposits 27.1%), suggesting that profit growth is being sustained by credit expansion and deposit mix rather than by margin expansion [implication: favour names with asset-quality momentum and watch CASA trends]
- IT Services: Currency-Flattered Headlines, Weak Constant-Currency Demand◆
Infosys's INR revenue of +10.7% YoY compares with +1.5% CC and +1.3% USD, while USD net profit fell 2.5% YoY and FY27 guidance was cut to 1%-2% CC; the gap between INR and CC growth across the sector is a key lens for judging peers [implication: prioritise CC growth and deal-win quality over INR headline growth]
- Vertical Divergence Within IT◆
Infosys's Life Sciences (+32.5% YoY) and Energy, Utilities, Resources & Services (+7.4%) grew while Hi-Tech (-17.5%) and Retail (-8.1%) contracted, indicating that demand is rotating toward regulated and energy-transition verticals [implication: vertical mix matters more than sector-level growth]
- AI Monetisation Emerging in Services◆
Infosys's AI revenue at 10.5% of total revenue, up 29% QoQ, is a measurable adoption datapoint, and the $2 billion-plus mega deal suggests that AI-linked transformation is supporting large-deal wins [implication: track AI revenue share as a leading indicator across the sector]
- Shareholder Returns Remain Intact Despite Soft Growth◆
Infosys's 13% interim dividend increase, alongside FCF of ₹8,898 crore (113% of net profit in USD), illustrates continued cash generation supporting payouts even as growth slows [implication: payout sustainability is high for cash-generative large caps]
- Credit Cost Normalisation Narrative in Lending◆
Bajaj Finance flags FY27 as potentially a low credit-cost year after a stressed period, with its gold loan book migrating back to Stage 1, while ICICI's net NPA ratio improved to 0.30% (from 0.39% YoY), pointing to a broad-based asset-quality recovery [implication: provisioning releases could support earnings upside in H2 FY27]
- Governance and Compliance Routine Across Index◆
NTPC's trading window closure and board meeting, Titan's earnings call, Trent's IEPF reminder and Infosys's auditor UDIN filing show routine disclosure activity, while NTPC's Government Nominee Director appointment and Bajaj Finserv's IRDAI-linked CEO succession show ongoing state and regulatory involvement in governance [implication: monitor regulatory approvals as potential timing events]
Watch List (8)
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₹26 per share interim dividend, record date 3 November 2026 and payout 11 November 2026; watch for any change to FY27 guidance at the next update given the recent cut [date: 3 Nov 2026 record, 11 Nov 2026 payout]
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Results and call on Thursday 5 November 2026 at 6:00 p.m. IST, 60 minutes plus Q&A; watch for management commentary on demand trends and margin trajectory [date: 5 Nov 2026]
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Board meets Saturday 31 October 2026 in New Delhi to consider results and possibly declare a first interim dividend; trading window closed 1 October to 2 November 2026 [date: 31 Oct 2026]
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INR 550 crore of Stage 2 gold assets have already returned to Stage 1, with the remaining INR 549 crore to be tracked for further roll-back or slippage, given the short-tenure scheme exit in August [next quarter results]
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Watch whether NIM recovers toward 4.28% (ex one-time benefit) as the FCNR(B) mix normalises, and whether CASA growth re-accelerates from 10.7% YoY [next quarterly update]
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Track whether the 17.5% and 8.1% YoY declines in these verticals stabilise, as they are the main drag on constant-currency growth [next quarterly update]
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UNLOXCYT poster 2489P presented 24 October 2026, 12:00-12:45pm CEST by Dr. Eva Muñoz-Couselo; watch for commercial uptake commentary in subsequent quarters [date: 24 Oct 2026]
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CEO Designate effective 1 Jan 2027 and MD & CEO effective 1 Apr 2027 subject to IRDAI approval, with Dr. Tapan Singhel continuing until 31 March 2027 [approval pending; key date 1 Jan 2027]
Filing Analyses
(14)
23-10-2026
Bajaj Finance reported an 'excellent' Q2 FY27 with AUM growing 26.5% YoY to INR 5,84,624 crore and net AUM addition of about INR 38,000 crore in the quarter. PBT rose 29% to INR 8,537 crore (34% to INR 8,874 crore before a INR 337 crore macroeconomic overlay), and PAT rose 29% to INR 6,367 crore (34% to INR 6,619 crore before the overlay). However, Stage 2 and Stage 3 assets rose by INR 1,601 crore, of which INR 1,047 crore was Stage 2 in gold loans linked to short-tenure schemes, and MSME loans grew only 3%.
- · Management reaffirmed FY27 targets of 60 to 62 million new loans, 18 to 20 million new customers, and a 25 to 40 bps opex-to-NTI improvement.
- · Management stated Q2 was the first half-year of FY27 and expects FY27 may be one of the lowest credit cost years in four years, while remaining cautious given a volatile environment.
- · Stage 2 gold loan assets of INR 1,099 crore were reported, of which INR 550 crore had already moved back to Stage 1, and the company stopped short-tenor schemes in August.
- · Management proposed QIP of INR 11,700 crore and a Bajaj Finserv preferential issue of INR 5,800 crore, subject to shareholder approval, to fund growth.
- · A B2B customer risk model shows an estimated 15% to 20% improvement in risk outcomes, with a B2C model planned if B2B 3MOB performance holds by January.
- · Management confirmed two-wheeler lending is part of the open-architecture cross-sell franchise, with expected lower pool-level credit costs.
- · Management said gold loan customers can take 9 or 12 month bullet loans, with monthly and quarterly interest payment options being developed; 99% of gold loans are currently bullet repayment.
23-10-2026
NTPC Limited has intimated that its Board of Directors will meet on Saturday, 31st October 2026 in New Delhi to consider the unaudited financial results for the quarter and half year ended 30th September 2026 and to declare a 1st interim dividend for FY 2026-27, if any. The company has also closed its trading window from 1st October 2026 until 2nd November 2026 under its insider trading code, pending announcement of the results.
- · Board meeting scheduled for Saturday, 31st October 2026 at New Delhi
- · Trading window closed from 1st October 2026 and will reopen after 2nd November 2026
- · Filing made under Regulation 29 of SEBI Listing Regulations, 2015
- · Scrip Code 532555 (BSE), Symbol NTPC
23-10-2026
Infosys reported Q2 FY27 (quarter ended September 30, 2026) consolidated revenue of ₹49,244 Cr, up 10.7% YoY in INR terms (1.5% YoY in constant currency and 1.2% QoQ), with operating margin stable at 21.0%. Net profit after non-controlling interests was ₹7,823 Cr, up 6.2% YoY, while basic EPS rose 8.7% YoY to ₹19.32. Mixed signals include FCF declining 8.1% YoY to ₹8,898 Cr, other income net of finance cost falling 16.3% YoY to ₹733 Cr, and FY27 revenue guidance revised to 1%-2% constant-currency growth, with margin guidance retained at 20%-22%.
- · Operating margin was stable at 21.0% in Q2 and H1 FY27, while operating profit grew 10.4% YoY to ₹10,330 Cr in Q2.
- · Other income, net of finance cost declined 16.3% YoY to ₹733 Cr in Q2 and 11.9% YoY for H1, weighing on pre-tax growth (PBT up 8.2% YoY versus revenue up 10.7%).
- · Large deal TCV was $5.2 billion in Q2, with 62% net new, including a mega deal of over $2 billion.
- · AI revenue reached 10.5% of total revenue, growing 29% QoQ.
- · Q2 free cash flow conversion was 113.5% of net profit; H1 conversion was 115.0%.
- · Interim dividend of ₹26 per share declared (record date November 3, 2026; payment November 11, 2026), up from ₹23 last year.
- · Impact of Labour Codes of ₹1,289 Cr was recorded as an exceptional item in FY26 (no such item in FY27 periods).
- · Standalone Q2 FY27 revenue from operations was ₹40,719 Cr (up 10.3% YoY) and standalone net profit was ₹7,893 Cr (up 1.7% YoY).
23-10-2026
Infosys reported Q2 FY27 consolidated revenue of $5,145 million (up 1.3% YoY in USD, 10.7% YoY to ₹49,244 crore in INR) with operating margin stable at 21.0%, though net profit after non-controlling interests declined 2.5% YoY in USD terms to $817 million and other income net of finance cost fell 23.0% YoY to $77 million. H1 FY27 consolidated revenue rose 12.3% YoY to ₹97,454 crore, while H1 net profit in USD terms declined 0.6% YoY, and the board declared an interim dividend of ₹26 per share (up 13% YoY). FY27 revenue guidance was revised to 1%-2% constant currency growth, with operating margin guidance retained at 20%-22%.
- · Operating profit (USD) rose 1.3% YoY to $1,079 million, but other income net of finance cost fell 23.0% YoY to $77 million
- · Free cash flow was $928 million (Q2) at 113.3% of net profit; FCF in INR was ₹8,898 crore, down 8.1% YoY
- · Large deal TCV was $5.2 billion with 62% net new; AI revenue was 10.5% of revenue, up 29% QoQ
- · H1 FY27 net profit in USD fell 0.6% YoY to $1,637 million despite 12.3% INR revenue growth, reflecting rupee-USD translation effects
- · Standalone (Infosys Limited only) Q2 revenue from operations was ₹40,719 crore, up 10.3% YoY from ₹36,907 crore
23-10-2026
Infosys reported Q2 FY27 consolidated revenue of ₹49,244 crore (US$5,145 million), up 10.7% YoY and 2.1% QoQ in reported terms, with constant-currency growth of 1.5% YoY. Net profit after non-controlling interests was ₹7,823 crore, up 6.2% YoY but down 2.5% YoY in USD terms, and the Board declared an interim dividend of ₹26 per share with record date November 3, 2026 and payout November 11, 2026. Performance was mixed: Hi-Tech revenue fell 17.5% YoY and Retail fell 8.1%, while Life Sciences grew 32.5% and Energy, Utilities, Resources & Services grew 7.4%.
- · Hi-Tech segment revenue declined 17.5% YoY (reported) and 17.3% in constant currency, its steepest drop in the segment table
- · Free cash flow fell 15.7% YoY in USD terms to $928 million, though it was broadly stable QoQ
- · Other income, net of finance cost declined 23.0% YoY in USD and 16.3% in INR terms
- · Consolidated cash and investments rose sharply QoQ to ₹45,232 crore from ₹37,065 crore
- · Board approved grant of 9,640 RSUs under the 2015 Plan effective November 1, 2026, with exercise price equal to par value
- · Auditor Deloitte Haskins & Sells LLP issued an unmodified review opinion on the Q2 and H1 consolidated results under Ind AS 34 and LODR Regulation 33
23-10-2026
Trent Limited has issued a reminder letter to shareholders whose unclaimed dividends have remained unpaid for seven or more consecutive years, and whose shares are liable for transfer to the Investor Education and Protection Fund (IEPF) under Section 124(6) of the Companies Act, 2013. The claim deadline is 23rd August 2027, and the notice has been published in Business Standard, Free Press Journal and Navshakti. This is a routine compliance disclosure with no financial performance data.
- · Claim deadline for unclaimed dividends and documents is 23rd August 2027
- · Shares for unclaimed dividends for seven consecutive years or more will be transferred to IEPF without further notice if not claimed
- · Shareholders can reclaim shares from IEPF via online Form IEPF-5
- · Registrar and Transfer Agent is MUFG Intime India Private Limited
23-10-2026
Power Grid Corporation of India Limited has informed exchanges that the 'Transmission Scheme for integration of Renewable Energy Zone (Phase-II) in Koppal-II (Phase-A & B) and Gadag-II (Phase-A) in Karnataka' was completely commissioned effective 23 October 2026, with Notification for Commercial Operation (DOCO) received the same day. The project was originally entrusted to POWERGRID Koppal Gadag Transmission Ltd (PKGTL), since amalgamated into POWERGRID Khavda II-C Transmission Limited effective 1 March 2026 under an MCA order dated 27 January 2026.
- · Notification for Commercial Operation (DOCO) received on 23 October 2026
- · PKGTL was a wholly owned subsidiary of Power Grid prior to amalgamation
- · Amalgamation order issued by MCA on 27 January 2026, effective 1 March 2026
23-10-2026
NTPC Limited's Board approved the appointment of Shri Diwakar Nath Misra (DIN: 07464700), Additional Secretary, Ministry of Power, as an Additional Director (Government Nominee Director) effective 23 October 2026, until his Ministry tenure ends or further orders are issued, whichever is earlier. The filing confirms he is not debarred from directorship and holds no NTPC shares, and states he is not related to any other director.
- · Appointment made per Ministry of Power Order No. 8/6/2018-Th.I dated 19 October 2026, following a letter dated 19 October 2026
- · Director is a 2000 batch IAS officer of the Assam-Meghalaya cadre with over two decades of administrative experience in power, finance, commerce, petroleum & natural gas and related sectors
- · He was appointed Additional Secretary, Department of Revenue, Ministry of Finance in August 2025 and previously represented on the Boards of SJVN Limited and NHPC Limited
- · Filing made under Regulation 30 of SEBI Listing Regulations 2015, with compliance under exchange circulars dated 20 June 2018
23-10-2026
ICICI Bank reported Q2 FY27 (quarter ended September 30, 2026) with net interest income up 17.7% YoY to ₹25,339 crore and profit after tax up 20.1% YoY to ₹14,843 crore. However, net interest margin declined to 4.18% from 4.36% in Q1 (4.28% excluding the one-time tax refund interest benefit), largely due to FCNR(B) deposit mix and a marginal CASA decline, and gross NPA additions rose to ₹4,833 crore. Deposits grew 27.1% YoY, but excluding FCNR(B) deposits growth moderated to about 17%.
- · Net NPA ratio improved to 0.30% from 0.35% QoQ and 0.39% YoY
- · Credit card portfolio declined 9.7% YoY, the only major retail segment shrinking
- · Average current and savings account deposits grew only 10.7% YoY, well below overall deposit growth, reflecting CASA mix pressure
- · Excluding FCNR(B)-linked leverage, loan growth moderated to about 24% YoY and 7.3% QoQ
- · Management expects NIM to start recovering from Q3 FY27 at current policy rates
- · Corporate loan growth partly reflects a shift in demand from bond markets and ECBs toward bank borrowing
23-10-2026
Sun Pharmaceutical Industries filed a Regulation 30 intimation enclosing a press release announcing that updated long-term efficacy and safety data for UNLOXCYT (cosibelimab-ipdl) from the pivotal CK-301-101 trial will be presented at ESMO 2026 in Madrid on October 24, 2026. Across 205 patients, the company reports an objective response rate of 44.4%-53.1% and complete response rates of 16.7%-34.4% across three cohorts, with a low rate of high-grade immune-related adverse events (2.9% grade 3, no grade 4). The release does not disclose any financial figures, and the data remain an efficacy/safety update for a drug already approved in the U.S. (FDA, 2024).
- · Poster presentation 2489P is scheduled for October 24, 2026, 12:00-12:45pm CEST, presented by Dr. Eva Muñoz-Couselo
- · Median progression-free survival was 7.9 months (Group 1), 37.3 months (Group 2), and 6.1 months (Group 3); Group 1 median overall survival was 37.2 months, not reached in Groups 2 and 3
- · Estimated probability of remaining in response at two years among responders ranged from 69% to 82% across cohorts
- · Dosing: 1,200 mg intravenous infusion over 60 minutes every 3 weeks; approved by FDA in 2024
- · Sun Pharma continues to explore expanding UNLOXCYT access outside the U.S.
- · Group 1 PFS (7.9 months) and Group 3 PFS (6.1 months) are short relative to Group 2, and Group 3 ORR (44.4%) is the lowest of the three cohorts, which the release does not highlight
23-10-2026
Titan Company Limited has notified the BSE and NSE under Regulation 30 of the SEBI LODR Regulations that it will hold an earnings conference call on Thursday, 5th November 2026 at 6:00 p.m. IST to discuss its standalone and consolidated results for the quarter and half year ended 30th September 2026 (Q2 and H1 FY 2026-27). The call is scheduled for 60 minutes, followed by a Q&A session, and the audio recording and transcript will be posted on the company website.
- · Earnings call date and time: Thursday, 5th November 2026 at 6:00 p.m. IST, duration 60 minutes
- · Results to be announced on the same date, 5th November 2026, at https://www.titancompany.in/investors/investor-relations/quarterly-results
- · Call participants: senior management, with a Q&A session; audio recording and call transcript to be published on the company website
- · Dial-in is via a DiamondPass registration link (no wait time); IR contact is Venkatesh Raghavan
23-10-2026
Trent Limited disclosed that its wholly owned subsidiary Nahar Retail Trading Services Limited has entered into a binding term sheet dated 22 October 2026 with TreBits Investment Trust, a SEBI-registered SM REIT, to divest its entire 100% stake in Netria Property Holdings Limited. Completion is conditional on definitive documents and the IPO of the Trust's first scheme, and the company will continue to occupy Netria's premises under lease arrangements. Consideration is Rs 11.25 per equity share (based on unaudited September 30, 2026 financials, subject to net working capital adjustments) plus repayment of outstanding loans of approximately ₹171.91 crore and accrued interest.
- · Netria Property Holdings Limited was incorporated on 4 September 2025, so it contributed no turnover or net worth in the last financial year
- · The buyers are not promoter, promoter group, or group companies, and the transaction is not a related party transaction
- · The transaction is a share sale of a subsidiary, not a slump sale or scheme of arrangement, so Regulation 37A does not apply
- · The definitive Share Purchase Agreement has not yet been executed and will be disclosed upon signing
- · The company will continue to occupy the Netria premises under lease arrangements with the Trust
24-10-2026
Infosys Limited has submitted to BSE, NSE and NYSE the auditors' reports, bearing Unique Document Identification Numbers (UDIN), on its financial statements for the quarter and half year ended September 30, 2026, following the Board Meeting held on October 23, 2026. The filing is administrative in nature and contains no financial figures, so no performance metrics are disclosed in this document.
23-10-2026
Bajaj Finserv Limited filed a Regulation 30 intimation enclosing a press release from its material unlisted subsidiary, Bajaj General Insurance Limited, announcing that Deepak Reddy has been appointed CEO Designate effective January 1, 2027, and will become MD & CEO on April 1, 2027, subject to IRDAI approval. Dr. Tapan Singhel will continue as MD & CEO until March 31, 2027, in line with IRDAI's 15-year maximum continuous tenure norm for such roles.
- · Deepak Reddy has over three decades of financial services experience and a 17-year association with Bajaj Finserv, most recently as CEO of Manappuram Finance.
- · Deepak Reddy previously led the Rural, Insurance and Gold Loan businesses at Bajaj Finance and was Bajaj Finserv's first Group Head of Human Resources.
- · The leadership transition is framed as structured succession ensuring continuity of strategy, and is subject to IRDAI approval.
- · Bajaj General Insurance holds an [ICRA]AAA rating from ICRA Limited.
- · Bajaj Finserv is an unregistered Core Investment Company under the RBI Core Investment Companies Directions, 2016.
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