India research
Deep-dive research on Indian companies, plus the policy and regulatory decisions that move them.
148 articles, newest first · page 5 of 17
Policy Pulse - Ministries/Regulators - 11 Sep 2026
NSE priced its IPO at Rs 1,700-1,785 (~Rs 22,562 crore, opens Sep 17, listing circa Sep 24) with the issue down about 15% - a re-rating trigger for BSE and ANGELONE. Record August SIP flows of Rs 32,297 crore and Rs 87.08 trillion MF AUM lift HDFCAMC and NAM-INDIA, while Brent above USD 100 drives oil-marketing margins to Rs -5/litre petrol and Rs -23/litre diesel (IOC, BPCL, HINDPETRO negative).
Policy Pulse - PM Modi / India Govt - 11 Sep 2026
Modi hosts the 18th BRICS Summit (Sep 12-13) after a bilateral with Putin covering defence, nuclear, fertilisers, critical minerals and railways: HAL is the one named company, with IL-114 and Sukhoi Superjet 100 local manufacturing expanded (BEL, BDL inferred). India's digital-rupee CBDC settlement push lifts HDFCBANK and SBIN; discounted Russian crude at a record 51% import share helps IOC and BPCL.
Policy Pulse - Ministries/Regulators - 10 Sep 2026
SEBI keeps the Closing Auction Session but will rework derivatives settlement pricing, and revises commodity derivatives position limits (MCX). NSE IPO price band due Sep 11 with the issue trimmed to about Rs 23,000 crore and an ISIN freeze from Sep 11 (BSE, ANGELONE, MOTILALOFS). Man Industries won about Rs 600 crore of orders. Sensex +138 to 74,902.59; defence was the worst sector.
Policy Pulse - PM Modi / India Govt - 10 Sep 2026
PM Modi told the Paris International Space Summit that India will build a space station by 2035 and put an Indian on the Moon by 2040. Three India-France space deals were signed, including AXISCADES with France's U-Space on microsatellites and Safran's EUR 5M+ supply into India's 52-satellite SBS-3 constellation (MTARTECH, DATAPATTNS inferred).
Policy Pulse - Ministries/Regulators - 09 Sep 2026
Record day: six mainboards open together (~Rs 4,400 cr, first time in ~30 yrs); Manipal Payment 0.17x on day 1 (GMP +10%); Torrent Gas files 100%-OFS IPO papers. BSE, ZERODHA, ANGELONE benefit (inferred).
Policy Pulse - Modi - 09 Sep 2026
CCEA clears 8 railway multi-tracking projects worth Rs 20,804 cr across 9 states (~1,196 km, +74 MTPA freight): coal-belt fourth lines (Rs 10,783 cr) plus five southern corridors (Rs 10,021 cr). IRCON, RVNL, JWL, TITAGARH in focus (inferred).
Policy Pulse - Ministries/Regulators - 08 Sep 2026
DAC clears Rs 1.1 lakh crore of AoNs (98% domestic, Sep 7): HAL and BEL are the key beneficiaries, defence stocks +2.5%. SEBI ETF framework live Sep 7, FPI G-Sec compliance eased; BoB to sell 35% NSE stake; Deepa Jewellers lists +25%.
Policy Pulse - Modi - 08 Sep 2026
PM Modi completes the 2,800-km Dedicated Freight Corridor and unveils Rs 35,000+ cr rail/highway/urban/floating-solar projects in Vadodara. CONCOR, JWL, RVNL, LT in focus (inferred); SEMICON India CEO roundtable Sep 16 is the next policy catalyst.
Policy Pulse - Ministries/Regulators - 04 Sep 2026
SEBI to review derivatives settlement pricing after CAS volatility (PR 53/2026) - BSE +3%. NSE IPO global roadshows on, listing window firms (~Sep 25). Army-CGD PNG LoUs (PIB). HDFC Bank raises ~USD 12B via FCNR(B).