FinTrekk Capital

India may temporarily remove the 11% import duty on raw cotton for four months (July–October) to support the textile industry, which is facing rising domestic prices due to lower production and global disruptions. Textile associations argue the duty raises input costs and hurts export competitiveness. However, sections of the cotton trade and agriculture stakeholders oppose the move, warning it could depress domestic prices and hurt farmers holding stocks ahead of the kharif season. Critics also fear increased imports and foreign exchange outflows. Policymakers are balancing textile sector relief with farmer interests and broader market stability concerns.

#specialsituations Dalmia Bharat will acquire the cement assets of debt-ridden Jaypee Associates through insolvency proceedings, with the transaction expected to close within two weeks. The acquisition includes plants at Rewa, Churk and Dalla with a combined cement capacity of 5.2 MTPA and clinker capacity of 3.3 MTPA, valued at ₹2,850 crore. The deal will raise Dalmia Bharat’s total cement capacity to 54.7 MTPA and support its target of 66.7 MTPA by FY28. The acquisition also includes 99 MW thermal power capacity and railway infrastructure, strengthening market reach, reducing regional concentration risk, and accelerating capacity expansion.

CERC has approved a nationwide framework for electricity trading across power exchanges, replacing region-specific and customized peak-hour contracts with standardized products. The new structure introduces round-the-clock (RTC), solar, non-solar, morning, evening, and night contracts based on delivery hours rather than traditional peak/off-peak definitions. The move aims to improve liquidity, simplify price discovery, and strengthen India’s short-term power market as renewable energy penetration rises. Exchanges had proposed multiple categories and customized slots, but CERC rejected fragmented structures, emphasizing uniform contract design and standardized delivery mechanisms across exchanges.

Gold jewellery demand in India may fall to a 10-year low in FY27 as high gold prices and increased import duties discourage discretionary purchases. According to a Crisil analysis of 70 major jewellers, sales volumes are expected to decline 13–15% this fiscal year to around 620–640 tonnes, despite rising revenues. Higher gold prices are increasing realization per unit, allowing jewellers to maintain revenue growth even with lower volumes. Consumers are prioritizing essential purchases and shifting toward exchanging old jewellery for new pieces. Industry players expect near-term demand pressure, especially among entry-level buyers, although premium purchases remain relatively resilient.

Indian lenders are increasingly prioritizing corporate credit in emerging sectors, with renewable energy becoming a major growth driver due to energy transition goals and energy-security concerns. Public sector banks reported strong growth in renewable lending: SBI’s portfolio rose 134% to ₹1.49 lakh crore, Bank of Baroda’s grew 64%, and Union Bank’s increased around 40%. Banks are also financing data centres, EVs, semiconductors, and R&D projects. Private banks are joining the trend as companies shift toward bank borrowing amid higher bond-market costs. Most lenders expect sustained double-digit corporate credit growth supported by investments in emerging industries.

Tatva Chintan Pharma on headwinds and mitigating strategies Disc : No reco to buy or sell the stock

#AKGweekendreadings amitgupta.substack.com/p/weekend-bull…

Deepak Nitrite management on China's involution opportunity and supply headwinds Disc : No reco to buy or sell the stock...

Meghmani Organics management on policy and market challenges...

Solar industries management on risks, opportunities and competition threats.. Disc : No reco to buy or sell the stock

NCC business management outlook... Disc : No reco to buy or sell the stock

HCC managment on the nuclear opportunity ahead... Disc : No reco to buy or sell the stock. We have an active coverage of the stock under #FCSS fintrekkcapital.com

Ather Industries management outlook. EBITDA Marings of 29-30% and PAT Margins of 19-20% Disc : No reco to buy or sell the stock

Azad Engineering's management highlighting growth opportunity..

#AKGweekendreadings amitgupta.substack.com/p/weekend-bull…

Interarch Building's management highlighting growth constraints... DIsc : No reco to buy or sell the stock

Apollo tyres management higlighting margin pressure in the sector... Disc : No reco to buy or sell the stock

Thomas cook management on business outlook in light of Middle east war Disc : No reco to buy or sell the stock

Former Tata Sons vice-chairman N.A. Soonawala cautioned that listing Tata Sons could weaken the group’s century-old structure and long-term support system. He argued that a publicly listed entity would face pressure from institutional and foreign investors focused on financial returns, potentially limiting Tata Sons’ ability to back struggling or long-gestation businesses. He questioned the need for listing solely due to regulatory thresholds, noting the company has historically adapted through restructuring. Soonawala also warned that the group’s significant commitments and investments could reduce IPO appeal and fundamentally alter Tata Sons’ role as a long-term steward of the Tata Group.

Sai Silk management on demand trends, changing patterns and market challenges... Disc : No reco to buy or sell the stock. Do your own due diligence