MIDHANI
0 deep-dives · 4 policy notes
What has moved MIDHANI
8 dated calls from the policy coverage · 7 positive · 0 negative · 1 watch
- Positive2026-10-16inferred
Space-and-defence electronics and specialised materials are the layers where a ₹2,563 crore indigenous satellite programme generates sub-tier order flow
Policy Pulse - Ministries & Regulators - 16 Oct 2026 - Watch2026-10-15inferred
A risk-off session in Asia is a headwind for base metals demand expectations, but the domestic defence and critical-minerals order books are driven by Indian procurement rather than by Korean equity prices
Policy Pulse - Global Spillover - 15 Oct 2026 - Positive2026-10-13inferred
Critical minerals named as a weaponised chokepoint is the clearest policy tailwind available to domestic mineral and specialty-metal producers
Policy Pulse - Modi / India Govt - 13 Oct 2026 - Positive2026-10-12inferred
Critical minerals are explicitly in the negotiating framework, which is positive for listed Indian mineral and specialty-metal producers
Policy Pulse - Global Spillover - 12 Oct 2026 - Positive2026-10-07
264 raw-material lines qualified for high-thrust aero-engines is a named, verifiable contribution to HAL's supply chain
Policy Pulse - Ministries & Regulators - 07 Oct 2026 - Positive2026-10-05
India's listed critical-minerals and speciality-metals complex. The read-through is thematic — the Andaman offshore mineral auction that opened October 1 (cobalt, nickel, manganese, copper, REE) is the domestic policy counterpart
Policy Pulse - Global - 05 Oct 2026 - Positive2026-10-05
Speciality metals and alloys for submarine hulls and pressure bodies. Inference based on programme material requirements, not a named order
Policy Pulse - Ministries & Regulators - 05 Oct 2026 - Positive2026-10-01
Munitions, space and precision-engineering, specialty metals, and defence electronics and counter-drone — the supply chain that a second fighter line and the doctrine shift both pull on. None of these was named in the RFP
Policy Pulse - Ministries & Regulators - 01 Oct 2026
Mentioned in Policy Pulse
Policy Pulse - Ministries & Regulators - 07 Oct 2026
The RBI hiked the repo rate 25 basis points to 5.50 percent, changed its stance to calibrated tightening and revised FY27 GDP up 40 basis points to 7.1 percent, sending the Sensex down 429 points to 72,638.70 - negative for LICHSGFIN, PNBHOUSING, DLF and MARUTI but positive for HDFCBANK, ICICIBANK and SBIN on net interest margin. The 57th GST Council slipped a second time to October 8 with a proposed 17-day export refund clock, positive for SUNPHARMA, CIPLA and INFY, SEBI exempted eligible AA-minus issuers from the merchant-banker requirement on private-placement debt, positive for PFC, RECLTD and BSE, and L&T won a 5,000-10,000 crore main-plant notice to proceed for the 2x800 MW Chandrapura thermal project.
Policy Pulse - Global - 05 Oct 2026
The G7 began a coordinated 100-million-barrel IEA release with a frontloaded diesel leg after Trump's export-ban threat, splitting the crude market - Brent near $101.5 against WTI below $90 and Murban at $110.80 - which is positive for DAL, UAL and INDIGO and negative for VLO and PSX. The Lindsey Graham Act's secondary sanctions on Russian-crude buyers could be decided by October 18, a live risk for RELIANCE, IOC and BPCL, while the US-Ukraine fund's first $30 million minerals deal and China's rare-earth suspension extension to January 2027 lift MP and USAR.
Policy Pulse - Ministries & Regulators - 05 Oct 2026
The RBI's MPC opened a three-day meeting with roughly 60% of polled economists expecting the first repo hike since February 2023 - a 25bp move to 5.50% on October 7 that would pressure LICHSGFIN, DLF and MARUTI - while the 57th GST Council meets the same day with a pre-announced compliance, refunds and ITC package that is positive for SUNPHARMA, WELSPUNLIV and PAYTM. SEBI's Project Jagrook went live on every broker website today, and the Rs 80,000 crore Project-75(I) submarine programme with TKMS reached final approval stage as the clearest single positive for MAZDOCK.
Policy Pulse - Ministries & Regulators - 01 Oct 2026
The Finance Ministry cut the diesel and ATF export levy for a second fortnight, positive for IOC, BPCL and RELIANCE, as GST crossed Rs 2 lakh crore for a third month and the manufacturing PMI hit a seven-month high of 55.1. SEBI cleared corporate bond index futures for the NSE, the AMCA prototype RFP closed on 30 October with LT, BEL, BHARATFORG, BEML and DATAPATTNS named in the three shortlisted consortia while HAL did not qualify, and the rupee closed at 96.31 into a live RBI hike risk on October 7.