#FIIs sold about Rs 11,000 crore worth Indian stocks in 2 days of US-Iran war
Iran’s IRGC General Jabbari said “Not a single drop of oil will leave the Persian Gulf.”
Maersk We are temporarily suspending cargo bookings acceptance in and out of the UAE, Oman, Iraq, Kuwait. Qatar, Bahrain, and Saudi Arabia until further notice. We are still accepting cargo to and from Jordan and Lebanon. Jeddah and King Abdullah ports in Saudi Arabia and Salalah in Oman remain operational.
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Damage to Israel’s economy from Iran war could reach $2.9 billion a week, Israel’s Defence Ministry says
Spanish PM Criticizes Past US War in Middle East, Says Spain Was “Dragged” Into Conflict Over False Nuclear Claims
BSE: RECEIVES SEBI APPROVAL TO LAUNCH DERIVATIVES ON SENSEX NEXT 30 INDEX
IAEA Confirms No Harm To Iran’s Nuclear Sites and No Current Risk Of Radiation Release
An Iranian warship, IRIS Dena, sank off the coast of Sri Lanka after a suspected submarine attack, leaving at least 101 crew members missing and 78 others injured, Reuters reported on Wednesday.
Rupee ends at a record closing low of 92.15/$ against Monday’s close of 91.47/$
COSCO Shipping has suspended its operations across the Gulf region.
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Saudi Defense Ministry: Initial assessments indicate the Ras Tanura attack was carried out by a drone and caused no damage.
RUSSIA SAYS READY TO BOOST OIL SUPPLIES TO CHINA AND INDIA: IFX
REPORTS OF ANOTHER ATTACK ON RAS TANURA IN SAUDI ARABIA, EMPLOYEES HAVE BEEN EVACUATED – KPLER
SAUDI ARAMCO’S RAS TANURA STRUCK AGAIN BY UNKNOWN PROJECTILE – TWO SOURCES SAY
NEGATIVE UPDATE FOR BOSCH INDIAN GOVERNMENT SHIFTS TREM V NORMS IMPLEMENTATION FOR 25-50 HP TRACTORS TO 2032 – GOVERNMENT NOTIFICATION
VISHAL MEGA MART: HDFC MF BOUGHT ADDITIONAL 2.9 % STAKE ON 27 FEB VIA OPEN MARKET HDFC MF STAKE INCREASED TO 8.81 % FROM 5.91 %
Rupee Sees Worst Intraday Fall Since May 2025
Siemens Energy India Ltd – Analyst & Investor Meet Highlights (Dec 2025) #EnergyTransition #PowerTransmission #HVDC #MakeInIndia #PowerInfra 1) Business Overview • Pure-Play Energy Company Listed June 2025 • 100+ Years Presence in India Energy Sector • Operates Across Generation, Transmission & Industrial Electrification • 8 Manufacturing Plants | 4 Service Centres | 4 Engineering/R&D Centres • ~4,500 Employees (1,500+ in Engineering & R&D) • Strong Localization in Transformers, Switchgear & Industrial Steam Turbines 2) Market Opportunity – India Power Cycle • Electricity Consumption in India ~1/3rd of Global Average • Power Capacity Expected to Grow from ~500 GW → ~1,000 GW • Massive Renewable Expansion Driving Transmission Investments • Renewable Integration Creating Demand for Grid Stabilization • Electrification of Industries Increasing Power Demand 3) FY25 Financial Performance • Revenue: ₹78 Bn (+25% YoY) • Order Intake: +49% YoY Growth • Order Backlog: ₹162 Bn (Strong Multi-Year Visibility) • Q4 FY25 Revenue: ₹26.5 Bn (+27% YoY) • Strong Execution of Project Backlog 4) Profitability • EBITDA Margin FY23: 12.7% • EBITDA Margin FY24: 15.7% • EBITDA Margin FY25: 19.3% (Reported) • Adjusted EBITDA FY25: ~18% (Excluding One-Offs) • Margins Supported by Services & Execution Efficiency 5) Segment Mix • Transmission Revenue Share: ~54% • Generation Revenue Share: ~46% • Transmission Orders: ~64% of Total Intake • Generation Orders: ~36% of Total Intake • Balanced Portfolio Across Both Segments 6) Revenue Mix • Services: ~25% of Revenue (~₹20 Bn) • Project Business: ~42% • Product Business: ~32% • Export Revenue: ~23% (Primarily Transmission Products) 7) Transmission Growth Drivers • Renewable Power Evacuation from Rajasthan & Gujarat • Strong Pipeline of TBCB Transmission Projects • STATCOM Demand for Grid Stabilization • HVDC Opportunities Emerging Gradually • Power Grid Expansion Across Interstate & Intrastate Networks 8) HVDC Opportunity • Focus on VSC HVDC Technology (Global Strategy) • India Currently Deploying More LCC HVDC Systems • Expected: ~1 HVDC Project per Year in India • VSC HVDC Likely ~1 Project Every 2 Years • Transformers & Engineering Localized; Semiconductor Components Imported 9) Industrial Steam Turbine Business • Vadodara Facility Manufactures Industrial Steam Turbines • Key Customer Industries: Cement, Steel, Sugar & Ethanol, Pulp & Paper • Industry Growth Rate: ~4–6% Annually • Waste Heat Recovery Systems Driving Additional Demand 10) Services Business • Installed Fleet Service is Major Revenue Contributor • Services Revenue ~₹20 Bn (~25% of Total Revenue) • Focus on Turbine Maintenance, Fleet Modernization, Digital Optimization • Plant Flexibilization Solutions for Renewable Integration • High Margin Recurring Revenue Segment 11) Capacity Expansion & Capex • Transformer Capacity Expansion at Kalwa Plant • New Switchgear Facility Expansion at Aurangabad • Steam Turbine Service Centre Commissioned at Raipur • Engineering Expansion in Bengaluru • Capacity Commissioning Timeline: FY26 End – FY27 12) Global Export Opportunity • India Increasingly Used as Global Engineering Hub • Engineering Support for Global Projects (HVDC, Power Plants) • Transformer & Transmission Equipment Exports Growing • Export Contribution Likely to Increase Gradually 13) Emerging Opportunities • Nuclear Power Expansion (Steam Turbine “Steam Island” Opportunity) • Data Centre Infrastructure (Substations & Power Systems) • Green Hydrogen Electrolyzers (Long-Term Opportunity) • Grid Stabilization Technologies (STATCOM, Syncon) 14) Workforce & R&D Expansion • Engineering Workforce Expanded from ~700 (FY23) → 1,500+ • India Supporting Global Project Design & Engineering • Increasing Role as Global Competence Hub • Collaboration with Indian Institutes for Innovation
Mojtaba Khamenei Elected as New Supreme Leader of the Islamic Republic of Iran by Assembly of Experts Following Death of Ali Khamenei.
APOLLO MICRO SYSTEMS LTD: CO. RECEIVES ORDERS WOH ₹733.26 MILLION FROM DEFENCE AND PRIVATE SECTOR; INCLUDES HOMING SYSTEMS, FIRE CONTROL SYSTEMS, AND CYBER SECURITY SYSTEMS.
India’s current account deficit widens to $13.2 billion in Q3 FY26
Tata Technologies to host analyst and institutional investor meetings on March 11-12, 2026, in Singapore; no price sensitive information to be disclosed.
Jyoti Structures Limited : Co Commissions 400 kV Transmission Line Project • 🔌 Project Commissioned: Successfully completed and commissioned the 400 kV Gadag-II Transmission Line Project in Karnataka. • 📏 Project Scope: Around 100 CKM twin HTLS transmission line between Gadag and Koppal pooling stations. • ☀️ Renewable Integration: Part of ISTS network to evacuate power from the 1500 MW Koppal Solar Energy Zone. • 🇮🇳 Energy Infrastructure Boost: Supports India’s renewable energy targets and grid infrastructure expansion. 🟢 Impact: Positive Successful project commissioning strengthens execution credentials and visibility in transmission & renewable infrastructure projects.
Supreme Power Equipment Limited ⚡ has announced a significant new order received by its controlled entity, Danya Electric Company (in which Supreme Power holds 90% share). 𝗞𝗲𝘆 𝗛𝗶𝗴𝗵𝗹𝗶𝗴𝗵𝘁𝘀: – 𝗢𝗿𝗱𝗲𝗿 𝗩𝗮𝗹𝘂𝗲: ₹ 18.23 Crore 💰 – 𝗔𝘄𝗮𝗿𝗱𝗶𝗻𝗴 𝗘𝗻𝘁𝗶𝘁𝘆: Tamil Nadu Power Distribution Corporation Limited (TNPDCL) 💡 – 𝗡𝗮𝘁𝘂𝗿𝗲 𝗼𝗳 𝗢𝗿𝗱𝗲𝗿: Domestic order for the supply of 25KVA/22KV Distribution Transformers. – 𝗘𝘅𝗲𝗰𝘂𝘁𝗶𝗻𝗴 𝗘𝗻𝘁𝗶𝘁𝘆: Danya Electric Company, a partnership firm where Supreme Power Equipment has significant control. – 𝗘𝘅𝗲𝗰𝘂𝘁𝗶𝗼𝗻 𝗧𝗶𝗺𝗲𝗹𝗶𝗻𝗲: Within approximately 18 months 🗓️ This order marks a positive development for Supreme Power Equipment, reinforcing its presence in the domestic power distribution sector and contributing to its revenue streams over the next 18 months.
Thailand Index Crashes 8%, Triggers Market Halt
CONCOR Says Trade To Gulf Ports Has Been Halted During COVID, We Adapted To Changing Demands & Will Do So Again Current Situation Isn’t As Bad As It Seems, We Are Adaptable Short-term Impact Will Create Volatility But There’s No Cause For Panic Ships Rerouted Via Cape Of Good Hope, Insurance And Bunker Costs Rise Up Το 40%
TATA STEEL : Tata Steel to invest ₹11,000 crore in Jharkhand for developing advanced grade steel : Reports
Paras Defence signs an MoU with South Korea’s Green Optics for manufacturing optics and optical systems
INTERGLOBE AVIATION LTD: OVER 500 FLIGHTS TO MIDDLE EAST CANCELLED DUE TO AIRSPACE RESTRICTIONS; CONTINUOUS MONITORING OF REVENUE ENVIRONMENT AND FLIGHT SCHEDULES
PNGS Reva Diamond Jewellery: Lists at ₹372 per share #PNGSREVA #StockMarketIndia
STOCKS WATCHLIST Positives Adani Ports-Feb cargo volume up 16% YoY Tata Motors, M&M-Says Indonesia order on track Natco Pharma-Introduces generic drug in USA Brigade Enterprises-Signs leasing agreement HAL-Ministry of Defense contract MAS Financial Services-RBI approval for factoring business IOL Chemical, DCX Systems-Capacity addition Acme Solar-Pact with SJVN Lemon Tree Hotels-100 room property signed in UP AGI Infra-QIP opens Negatives Greenply Industries-I-T Dept conducts search & seizure Indian Overseas Bank-Gets Rs 766cr tax demand
GLOBAL MARKETS ON EDGE AS US-IRAN CONFLICT ESCALATES Geopolitical Shockwaves – President Trump confirms fresh US strikes on Iran’s new leadership, declaring Tehran “militarily beaten.” – Israel bombed Iran’s Assembly of Experts during succession meeting; Israeli forces issued 24-hour ultimatum to Hezbollah. – US Consulate in Dubai hit by Iranian drone; UAE intercepts 11 ballistic missiles and 123 drones in one day. – Iraq halts output from Rumaila oilfield (3 mbpd risk). Strait of Hormuz tensions disrupting global energy flows. – Kuwait reports casualties from Iranian attacks; over 1 million travelers stranded across the region. Market Reaction – Brent crude spiked intraday +9%, eased to +2% after US pledged tanker escorts and risk insurance coverage. – Natural gas futures surged to $3.05/MMBtu — highest since mid-February. – US indices fell sharply: Dow -415 pts, Nasdaq -233 pts, S&P 500 -67 pts. – Fed officials signal pause in rate-cut expectations amid war-driven inflation uncertainty. – NVIDIA shutters Dubai office; corporates revising Middle East exposure plans. Global Alignments Shifting – UAE, Kuwait, and Lebanon distancing from Iranian proxies. – Trump slams UK and Spain for “non-cooperation,” praises France and Germany. – Zelensky offers Ukraine’s air-defense tech to UAE; France deploying warship to Cyprus. – Senate to vote on War Powers resolution tomorrow. Key Takeaway: Surging geopolitical risk is reshaping global energy and equity sentiment—investors should expect defensive rotation, higher volatility, and short-term support for oil and defense sectors.
STOCKS WATCHLIST: KEY MOVERS TODAY Positives – Adani Ports: Feb cargo volume hits 42.5 MMT, up 16% YoY on container +20% and dry bulk strength. – Tata Motors, M&M: Indonesia 70k-unit export order confirmed on track, deliveries phased smoothly. – Natco Pharma: Launches generic Pomalidomide (1-4mg) in USA with $3.2B branded sales backing, 180-day exclusivity. – Brigade Enterprises: Secures 90-year lease for 1.2M sq ft IT/office/hotel project at Kerala Technopark. – HAL: Bags ₹2,901 Cr MoD contract for 6 ALH MK III helicopters to Coast Guard, signed Mar 3. – MAS Financial Services: RBI approves factoring business via new NBFC registration. – IOL Chemicals: Expands ethyl acetate to 120k MTPA (+20k), acetic anhydride to 32k MTPA (+7k) at ₹9.71 Cr cost. – DCX Systems: Announces fresh capacity addition initiatives. – Acme Solar: Inks 450 MW PPA with SJVN (300+150 MW) at ₹6.74/unit, starts Mar 2028 for 25 years. – Lemon Tree Hotels: Signs 100-room property deal in UP’s Chitrakoot. – AGI Infra: QIP opens Mar 4 at floor price ₹274.83/share (up to 5% discount allowed). Negatives – Greenply Industries: Income Tax Dept launches search & seizure operations. – Indian Overseas Bank: Faces ₹766 Cr tax demand notice. Key Takeaway Strong order wins and capacity expansions dominate positives; tax overhangs warrant caution—focus on defensives amid global volatility.
Karur Vysya Bank inaugurated a new branch in Pattabiram, Chennai, expanding its total branch network to 901 across India.
Cyient names Prabhakar Atla as Chief Operating Officer effective April 1
Indian Hotels Says Geopolitical Tensions This Year So Far Have Impacted Revenue By 5-7%
Corporate Actions PNGS Reva Diamond Jewellery is set to make stock market debut today, March 04. The issue price is fixed at Rs. 386 per share. Dividend 04-Mar-26 NAPEROL: Interim Dividend – Rs. – 3.00 06-Mar-26 ENGINERSIN: Interim Dividend – Rs. – 1.50 EIGHTY: Interim Dividend – Rs. – 0.10 COCKERILL: Final Dividend – Rs. – 7.00 SBILIFE: Interim Dividend – Rs. – 2.70 IPO Sedemac Mechatronics: Open: 04-Mar-26; Close: 06-Mar-26 Rajputana Stainless: Open: 09-Mar-26; Close: 11-Mar-26 Buyback Puretrop Fruits: Ex-Date: 10-Apr-26 Bonus Issue Silver Touch Tech: Bonus Issue 1:1; Ex-Date: 06-Mar-26 LKP Finance: Bonus Issue 4:1; Ex-Date: 06-Mar-26 Infobeans Technologies: Bonus Issue 3:1; Ex-Date: 27-Feb-26 Frontier Springs: Bonus Issue 2:1; Ex-Date: 13-Mar-26 Stock Split Sri Adhikari Brothers Television Network: Stock Split From Rs. 10/- to Rs. 1/-; Ex-Date: 05-Mar-26 Meera Industries: Stock Split From Rs. 10/- to Rs. 5/-; Ex-Date: 06-Mar-26 Silver Touch Tech: Stock Split From Rs. 10/- to Rs. 2/-; Ex-Date: 06-Mar-26 Hindusthan Urban Infra.: Stock Split From Rs. 10/- to Rs. 2/-; Ex-Date: 13-Mar-26 PVV Infra: Stock Split From Rs. 5/- to Rs. 1/-; Ex-Date: 27-Mar-26 Right Issue Enbee Trade & Finance: Ex-Date: 04-Mar-26 Nexome Capital Markets: Ex-Date: 05-Mar-26 Durlax Top Surface: Open: 23-Feb-26; Close: 05-Mar-26 Presstonic Engineering: Open: 06-Feb-26; Close: 06-Mar-26 Onelife Capital Advisors: Open: 23-Feb-26; Close: 06-Mar-26 Onix Solar Energy: Open: 26-Feb-26; Close: 06-Mar-26 Sical Logistics: Open: 26-Feb-26; Close: 10-Mar-26 Sadhana Nitrochem: Open: 27-Feb-26; Close: 10-Mar-26 AVI Polymers: Open: 23-Feb-26; Close: 17-Mar-26 Bhandari Hosiery Exports: Open: 06-Mar-26; Close: 20-Mar-26 Healthcare Global Enterprises: Open: 11-Mar-26; Close: 25-Mar-26
KEY TRIGGERS MARKETS Middle East Geo-political tensions rise Brent crude prices spike above $82/bbl Rupee opens at record low Rupee weakens past 92/$ India 10-year bond yield jumps Kospi hits lower circuit FII shorts at 84% vs 82% FII sellers in cash market for 3rd day Risk off sentiment across asset classes Dollar Index strengthens for 3rd day-above 99 Gold jumps on safe haven-demand buying India VIX jumps 20%, above 20 India VIX at 10-Month High
CORPORATE BUSINESS UPDATES SONATA SOFTWARE • Recognized as Microsoft Frontier Partner • Highlights leadership in AI transformation, cloud & AI platforms, and security ESCORTS KUBOTA • Launches ‘South Special’ Shaurya Paddy Tractor Series under Powertrac brand RATEGAIN TRAVEL • Consolidates martech capabilities under Sojern • Creates world’s largest travel intent data platform GLENMARK PHARMA • US FDA approval for Fluticasone Propionate Inhalation Aerosol • 180-day competitive generic therapy exclusivity • Addresses ~$520M market opportunity CYIENT • Leadership reshuffle effective April 1, 2026 • Prabhakar Atla → COO • Shrinivas Kulkarni → CFO FISCHER MEDICAL VENTURES • Subsidiary acquires 75% stake in PT Fischer Pariko Medical Ventures JUNIPER HOTELS • Wins DDA bid for 2.52-acre land in Dwarka to develop 5-star hotel SAR TELEVENTURE • Launches open offer to acquire 26% stake in Grand Foundry at ₹2.50/share MACRO UPDATES • Crude Oil crosses $80 – Positive for oil exploration companies • Rupee hits record low – Opens above ₹92/$ for first time • South Korea KOSPI plunges ~8%, trading temporarily halted
A Special Control Room has been set up in the Ministry of External Affairs in view of the current situation in West Asia and the Gulf region
South Korea’s benchmark Kospi index tumbled more than 12%
IndiGo & SpiceJet down nearly 4% each on ATF supply disruption concerns & as flight disruptions continue on West Asia War
NATCO PHARMA: CO LAUNCHES GENERIC POMALIDOMIDE CAPSULES IN U.S. REFERENCE DRUG MARKET $3.2 BN
RUPEE OPENS AT RECORD LOW Rupee weakens 55 paise at open vs US Dollar, crosses 92/$ for the first time ever
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