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Sourav Kulkarni

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The Anand Rathi report predicts a recovery for the metal and mining sector due to increasing domestic demand and a rebound in commodities. However, geopolitical disturbances could influence global supply patterns in this sector.

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RBL Bank experienced a significant 5.7% increase in share price due to robust growth in advances and deposits, as per Motilal Oswal. Meanwhile, AU Small Finance Bank saw a modest 0.4% climb. The gains come amidst tighter liquidity conditions that are impacting margins for both banks.

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Motilal Oswal identifies Shriram Finance, PNB Housing Finance, L&T Finance, and Aditya Birla Capital as top non-banking finance company (NBFC) choices for the upcoming Q4, anticipating growth in key financial metrics like net interest income, pre-provision operating profit, and Profit After Tax (PAT).

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Aptus Finance successfully paid a total of Rs. 42.8L in interest on their NCDs maturing on April 6, 2026, with no reported delays or non-payments. The affected NCDs had an issue size of 7,500 and can be identified by the ISIN code INE04MH07059.

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Citi remains optimistic about Mahindra Finance, upgrading its target price to ₹425. The bank's confidence stems from strong year-on-year growth in disbursements (11%) and Assets Under Management (12.2%). Enhanced collections, GS2+3 ratios around 8.2-8.4%, low credit costs below 1.4%, and an estimated liquidity boost of ₹90 billion paint a positive outlook for the company.

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ICICI Securities recommends investing in large private banks like HDFC and Kotak due to their robust financial health and promising risk-reward prospects. Smaller banks such as RBL, Bandhan, City Union, Karur Vysya, DCB, and South Indian Bank are rated as 'Buy', but potential risks from small businesses and geopolitical factors are being closely monitored.

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Aditya Birla Real Estate is facing a significant GST demand of ₹95 lakh and a penalty of ₹73.65 lakh due to disputes over input tax credits. The company has announced plans to appeal the decision in an attempt to resolve the issue.

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Coforge and Solstice Innovations have joined forces to modernize Property & Casualty (P&C) insurance using AI technology, aiming to streamline operations and enhance service quality.

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Rama Steel's Q4 sales saw a significant decrease of 22%, but the full-year figure for FY26 increased by 10% year over year, signaling stable demand for their products despite a dip in quarterly sales.

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Bharat Dynamics Limited experienced a significant block trade on the NSE, with 147,384 shares worth approximately INR 17.7 crore being traded at around INR 1201.2 per share.

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Jammu and Kashmir Bank has clarified that the debt issuance rules outlined in Chapter XII of SEBI's circular do not apply to them. They have communicated this decision to both NSE and BSE.

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The ongoing conflict in West Asia is predicted to escalate construction costs for the Indian real estate sector by approximately 5%, due to increased material prices, as per industry warnings. Anticipate a possible price hike in realty costs starting from April.

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Bharti Airtel and Reliance are collaborating with private equity firms and hyperscalers to increase their data center capacity, thereby expanding operations in high-growth regions without putting pressure on shareholders for substantial investments.

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The GST department has filed an appeal for the recovery of approximately ₹68.6 crores in refunds granted to R R Kabel, totaling ₹36.9 crores and ₹31.7 crores. However, R R Kabel expects minimal financial impact from these appeals.

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According to Gagan Banga, CEO of Sammaan Capital, the company anticipates a doubling of its margins following the completion of the IHC deal. He also mentioned that the cost of funds is expected to decrease by 250 basis points post-deal.

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Kesoram Industries has been issued an income tax assessment order demanding approximately INR 70.5 crores for the fiscal year 2024-25. Despite this, the company intends to appeal the decision, confident that their legal standing will ensure no significant financial impact.

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Texmaco Rail has authorized a Long-Term Incentive Plan (LTIP), granting 2.4 million stock options valued at Rs. 1 per share. These options will vest over a period of three years and can be exercised within the subsequent two years.

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Fairpoint Tradecom, the promoter of Responsive Industries, has made a share pledge as per SEBI guidelines. However, the specifics regarding the pledge amount and motives remain undisclosed.

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ICRA has confirmed the strong long-term (AA) and short-term (A1) ratings for CMS Info Systems, indicating a stable outlook. The decision comes after increasing the credit limits for their bank facilities.

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Dilip Buildcon secures a ₹698.5 crore infrastructure project from the Gujarat government, marking a significant expansion for the company. Meanwhile, Indian banks are limited to holding onshore foreign exchange positions worth only $100 million as per new RBI regulations.