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MAZAGON DOCK ; TALKS ON INDIA–GERMANY SUBMARINE PROJECT P75(I) • Mazagon Dock Shipbuilders Ltd confirmed that discussions with Indian Navy / Ministry of Defence for Project P75(I) have commenced and are ongoing • Clarification issued on media reports related to India–Germany talks for an ~$8 bn submarine manufacturing deal • Negotiations were earlier disclosed on 25 Aug 2025 and 10 Sep 2025, indicating continuity • Company stated it is not aware of any other material developments beyond existing disclosures Impact: Positive (Speculative) ↑

CORONA Remedies Limited – Q2 & H1 FY26 Earnings Call Summary 📌 📊 Financial Highlights • Q2 FY26 – Revenue ₹361.1 Cr ↑15.1% YoY – EBITDA ₹78.5 Cr ↑17.4% YoY | Margin 21.7% ↑40 bps – PAT ₹52.3 Cr ↑21.8% YoY • H1 FY26 – Revenue ₹707.7 Cr ↑17% YoY – EBITDA ₹148.3 Cr ↑27.4% YoY | Margin 20.9% ↑170 bps – PAT ₹98.5 Cr ↑35.1% YoY – ROE 31.1%, ROCE 49.7% (annualised) – Net working capital 23 days

CORONA Remedies Limited – Q2 & H1 FY26 Earnings Call Summary 🏥 Business Snapshot • India-focused pharma (≈96% revenue) • Key therapies: Women’s healthcare, cardio-metabolic, pain, urology • Portfolio: 70+ brands, 38 brands >₹10 Cr sales • Ranked #1 fastest-growing pharma among top-30 (MAT Sep’25) 🧬 Growth & Expansion • Acquired 7 brands from Bayer Zydus (women’s health & infertility) • Entering infertility first, then nephrology, CNS, oncology & dermatology (3–5 yrs) • International business 3.5% now → target 8–9% in coming years • New EU-GMP hormonal plant expected Q2/Q3 FY27

ANAND RATHI WEALTH: CO CONFIDENT OF DELIVERING LONG-TERM GROWTH OF 20–25%

INDIA U.S TRADE DEAL UPDATE ; Sources says no formal trade talks scheduled yet. - CNBCTV18

NVIDIA AND LILLY ANNOUNCE CO-INNOVATION AI LAB TO REINVENT DRUG DISCOVERY IN THE AGE OF AI || NVIDIA CORP - AND LILLY TO INVEST $1 BLN IN AI LAB

TRUMP ON TRUTH SOCIAL: CONGRATULATIONS TO DINA POWELL MCCORMICK, WHO HAS JUST BEEN NAMED THE NEW PRESIDENT OF META. A GREAT CHOICE BY MARK Z!!! SHE IS A FANTASTIC, AND VERY TALENTED, PERSON, WHO SERVED THE TRUMP ADMINISTRATION WITH STRENGTH AND DISTINCTION! PRESIDENT DJT

HCL TECH Says HCL Software Delivered Very Good Performance Operating Margin Excluding One Time Cost Came At 18.1% Confident Of Margin Recovery Booking Momentum Driven By Application Business Seeing Service Transformation Becoming Core Decision Making Deepen Collaboration With The Open Al Seeing Rapid Growth In Services Business

Dow Falls 400 Pts as Trump's DOJ opens criminal investigation into Fed Chair Powell 🔻 Dow Jones: Down 404 pts (-0.82%) at 49,099 — broad-based selling pressure. 🔻 S&P 500: Falls 24 pts (-0.35%) at 6,942 — weakness in large-caps. 🔻 Nasdaq: Slips 35 pts (-0.15%) at 23,636 — tech stocks mildly under pressure.

KRN HEAT EXCHANGER AND REFRIGERATION: CO APPROVED LOAN AGREEMENT WITH THERMOTECH FOR 100M RUPEES

FIIs Net Sell ₹3,638.40 Cr while DIIs Net Buy ₹5,839.32 Cr in equities today (Provisional)

HCL Tech : Q3 Result – Services Revenue & Geography Mix • Services revenue grew 1.8% QoQ and 5.0% YoY in constant currency, indicating steady recovery in demand • USA contribution declined from 59.5% to 56.2%, reflecting relatively softer growth in the largest market • Europe share increased from 26.2% to 28.3%, emerging as the key growth driver • Rest of World contribution rose from 11.0% to 12.4%, indicating broader geographic traction • India revenue mix remained stable at 3.2%, showing limited domestic growth

BCPL Railway Infra: Bags ₹8.66 Cr OHE Order from Eastern Railway • New Order: BCPL secured an ₹8.66 Cr contract for 25KV OHE electrification works under the Sealdah Division. • Execution Timeline: Project to be executed over a 12-month period. • Scope of Work: Includes 25KV OHE and allied electrical works linked to track modification and mast realignment. • Order Visibility: Management indicated a steady pipeline with continued opportunities in railway EPC and electrification projects.

INDIA-US TRADE DEAL SOURCES TO CNBC-TV18 No Formal Trade Talks Scheduled Between India & US Officials As Yet Alert: It Remains To Be Seen If US Side Will Initiate Or Request India For Any Talks In The Coming Days

GRP: Investment in BECIS Solar 5 – Solar Power Procurement • Equity Subscription: GRP subscribed to 3,51,351 equity shares of BECIS Solar 5 Pvt Ltd. • Investment Size: Shares allotted at ₹1 face value with ₹0.01 premium; total investment of ₹3.55 lakh. • Ownership: Investment represents 26% of the issued and paid-up share capital of BECIS Solar 5. • Strategic Rationale: Investment enables solar power procurement, supporting energy cost optimisation and sustainability objectives.

HCL Tech : Q3 Result – Vertical Mix Update • Financial Services share increased from 20.3% to 21.7%, reflecting strong demand for BFSI technology services • Technology & Services contribution rose from 13.3% to 14.0%, supporting digital and transformation-led growth • Telecom & Media improved from 12.3% to 12.7%, indicating a steady project pipeline • Manufacturing share declined from 19.1% to 18.3%, pointing to cautious discretionary spending • Retail & CPG reduced from 10.6% to 9.6%, highlighting pressure on consumer-led technology spends • Public Services remained stable at 8.9%, providing revenue visibility with limited upside

ANAND RATHI WEALTH – Q3 UPDATE FINANCIAL PERFORMANCE (CONSOLIDATED) NET PROFIT: ₹99.7 CR ↑1% QOQ | ↑30% YOY REVENUE: ₹289 CR ↓3% QOQ | ↑22% YOY EBITDA: ₹131.4 CR ↓4% QOQ | ↑23% YOY EBITDA MARGIN: 45.37% vs 46.23% (QOQ) | 45.15% (YOY) MANAGEMENT UPDATE • MR. RAKESH RAWAL reappointed as WHOLE-TIME DIRECTOR & CEO • TENURE: 3 YEARS (1 APR 2026 – 31 MAR 2029)

NLC India : Board Clears Renewables IPO Plan; Declares ₹3.60 Interim Dividend • Board approved in-principle listing of NLC India Renewables Ltd with dilution of up to 25% via IPO under the Government’s National Monetisation Pipeline • Interim dividend of 36% declared at ₹3.60 per share for FY26; record date set as January 16, 2026 • Approved investment up to ₹66.60 Cr in wholly owned subsidiary NLC India Renewables Ltd by subscribing to equity shares at face value to fund renewable and green energy joint venture projects • Proposal to be routed through Ministry of Coal and DIPAM approvals, in line with PSU monetisation and energy transition roadmap • Impact: Positive Potential value unlocking from renewables IPO, supportive dividend payout, and continued green investments enhance near-term sentiment and long-term growth visibility

Sri Ramakrishna Mills : Board Approves New Real Estate Project in Coimbatore • Board approved the proposal for the company’s next real estate development project in Coimbatore • Project to be developed at company-owned property located at No.1493, Sathyamangalam Road, Ganapathy, Coimbatore – 641006 • Company has entered into an agreement with M/s Infinium Developers LLP, Coimbatore as the development partner • Project follows completion of the earlier Coimbatore real estate development announced in July 2015 • Impact: Positive Monetisation of land assets and expansion of real estate operations support long-term value creation and revenue diversification

HCLTech – Multi-Year Digital Transformation Deal • 🤝 Strategic Partnership Signed: HCLTech has partnered with The Magnum Ice Cream Company (TMICC) for a multi-year engagement to modernise its digital foundation and IT infrastructure. • 🤖 AI-Led NoOps Model: HCLTech will deploy its AI Force platform to embed AI across TMICC’s operations, enabling a NoOps (autonomous IT operations) framework. • 🚀 Independence-Ready Tech Stack: Partnership supports TMICC’s transition into a standalone company following its separation from Unilever. • 🌍 Operational Excellence Focus: Aims to enhance scalability, resilience, and customer experience across global operations. • 🧠 CPG Expertise Highlighted: Deal reinforces HCLTech’s strong credentials in the CPG sector and AI-driven infrastructure transformation.