Rounaq Bakshi notes

  Azad Engineering ~92% export revenue (FY25) Azad is a supplier to six of the key manufacturers in aerospace and defence industry Azad has delivered over 3 million mission critical parts with Zero parts per million defects requirement to its customers.  Rolls Royce Plc London Signed a deal to produce Civil Aircraft Engine Components and supply super critical complex machined parts for a period of life of the Engine Program on a longterm basis.  Received a business award from Honeywell Aerospace ISC, USA, for manufacturing and supply of high complex components to meet the global demand in the Aviation industry . This Phase 1 of the Award, valued at USD 16 Mn spend over the contract period has added to its strategic collaboration with Honeywell Aerospace. Signed a Long-Term Contract & Price Agreement (LTCPA) with Mitsubishi Heavy Industries for supply of highly engineered & complex rotating and stationary airfoils for Advanced Gas & Thermal power turbine engine...

 Senco Gold: continue to launch exciting new designs totalling 200k+ Gold and 100k+ diamond jewellery designs Senco Gold Limited Q2 PAT Growth at 302% & H1 Growth at 142%. • Launch of 6 new showrooms in Q2 and 16 in H1.  • Highest Ever Dhanteras month sale of Rs ~1700 Cr+ with ~56% YoY Growth and ~25% YTD Oct 25 Growth.  • YoY Revenue Growth of 2% in Q2 and 16% in H1 YoY. YoY SSSG Revenue Growth of 13% in H1. However, Standalone SGL Revenue Growth was 6% YoY and 17.6% in H1FY26.  • Q2 YoY Adjusted EBITDA Growth of 30%; and H1 Growth of 52%.  • Q2 YoY EBIT Growth by 115% and H1 FY26 growth 90%.  • Q2 PAT Growth at 302% & H1 Growth at 142%.  • Q2 YoY Adjusted PAT growth at 43% and H1 Growth at 80%. Elaborating on the Consolidated Financial performance, Mr Sanjay Banka (Group CFO & Head IR) commented, “Adding to the strategic update, I am pleased to share that our H1 results showcase not just strong growth, but improved profitability. Our cons...

  JSW INFRASTRUCTURE EXPANDS GLOBAL FOOTPRINT WITH STRATEGIC COLLABORATION IN OMAN  ENTERS INTO AGREEMENT WITH STATE-OWNED MINERALS DEVELOPMENT OMAN TO DEVELOP & OPERATE 27 MILLION MTPA PORT WITH PROJECT CAPEX OF US$419 MILLION  Marking a major milestone in the expansion of its global footprint, JSW Infrastructure Limited (“the Company”), part of the JSW Group and India’s second-largest private commercial port operator, today entered into a landmark agreement with Minerals Development Oman (MDO) - the Sultanate of Oman’s stateowned mine developer and operator.  As part of the collaboration, the Company’s wholly owned step-down subsidiary, JSW Overseas FZE, entered into a Share Subscription and Purchase Agreement with South Minerals Port Company SAOC (“Port SPV”), a newly incorporated entity established by the MDO.  JSW Infrastructure, through JSW Overseas FZE - has agreed to subscribe to a 51% stake in the Port SPV, subject to the fulfilment of customary con...

Cyient Semiconductors and Anora will deliver expertise across the entire semiconductor value chain Cyient Semiconductors, a leader in custom ASIC/ASSP and intelligent power solutions, announced a strategic partnership with Anora, a global provider of semiconductor test, testability, and validation services.  The collaboration brings together complementary strengths to provide comprehensive, end-to-end solutions for semiconductor product development.  Under this partnership, Cyient Semiconductors and Anora will deliver expertise across the entire semiconductor value chain, spanning architecture, design, silicon bringup, qualification, and testing.  This integrated approach allows customers to accelerate time-to-market with confidence, while minimizing the inefficiencies and delays that come from working with multiple service providers. As part of the collaboration, the companies will establish a state-of-the-art semiconductor validation and production test floor in Bangalo...

  MRPL Flags Off Its First Toluene Parcel and PREPARATION OF ISOBUTYL BENZENE India is a significant importer of toluene because domestic production is insufficient to meet its high demand .  While India has domestic producers like Reliance and Indian Oil, the country's low capacity utilization means a large portion of its toluene needs, particularly for industries like pharmaceuticals, printing inks, and paints, are met through imports from countries such as South Korea, China, and Thailand MRPL Flags Off Its First Toluene Parcel  The first truck parcel of Toluene from Mangalore Refinery and Petrochemicals Limited (MRPL) was flagged off by Shri Mundkur Shyamprasad Kamath, Managing Director of MRPL, at the Aromatic Complex within the Mangalore Special Economic Zone Limited (MSEZL). The event was graced by the presence of Nandakumar Velayudhan Pillai Director (Refinery), BHV Prasad, Executive Director (Projects), B. S udarshan Executive Director ( Refinery) Yogish Nayak S,...

Tanla Platforms: AI native platform by innovating for the ecosystem, delivering customer impact ROCE : 24.6%; Six months ended Sep 30  Wisely.ai demonstrates how AI can move from concept to tangible value creation, impacting millions of lives daily while delivering measurable ROI for customers. Just scratched the surface on the possibilities of AI platform. The anti-spam and anti-scam solutions represent the first of many use cases that the platform will power.  Indonesia has been grappling with one of the highest incidences of spam and scam communication globally, with industry reports showing that 65% of Indonesians receive scam attempts every week. Indosat, a leading telecom operator in Indonesia, approached Tanla to co-create a safer digital ecosystem using the latest advancements in AI. Wisely.ai, AI-native platform, continues to make progress. In August, successfully launched anti-spam and anti-scam solution with Indosat in Indonesia, positively impacting over ...