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Stocks in News

• LLOYDS METALS: To raise Rs 1,550 Cr via issuance of NCDs; to invest Rs 140 Cr for capacity addition; approved capacity upgrade for DRI plant at Ghugus to 8,15,000 MTPA and Konsari to 92,400 MTPA; total DRI plant capacity to exceed 9,00,000 MTPA

• AARTI INDUSTRIES: Renewable energy mix expected to reach 70% by end of FY27; Augene JV and Re Aarti JV under execution and expected to be commissioned in FY2

• HINDUSTAN COPPER: The company Plans Rs 7,000+ Cr capex over 5–6 years to expand copper capacity, acquire/reopen mines, and scale Malanjkhand, Khetri, Indian Copper Complex, Taloja and Gujarat projects.

• HINDUSTAN COPPER: The Company arm gets LoA worth Rs 488 crore from NTPC GE Power Services; gets LoA for commissioning of 5.015 MWh BESS containers.

• TRANSRAIL LIGHTING: The company increases conductor manufacturing capacity by 70% to 40,800 km per annum; completes Phase 1 of brownfield expansion for conductor manufacturing.

• SAIL: The Company presents FY27 data, production of crude steel at 4.757 mt, Hot Metal at 5.051 MT & Saleable Steel at 4.516 MT (investor presentation)

• NAZARA TECHNOLOGIES: The company approves up to Rs 28 crore unsecured loan to wholly owned subsidiary Smaaash on September 21, 2026

• JEENA SIKHO: Jeena Sikho Lifecare launches two Ayurvedic tablets on September 21, 2026.

• WAAREE ENERGIES: The company gets order for supply of 2 GW solar modules.

• PACE DIGITEK: The company arm gets LoA worth Rs 488 crore from NTPC GE Power Services; gets LoA for commissioning of 5.015 MWh BESS containers

Economic News

• National highway contractors must get government permits for foreign workers: National highway contractors must obtain government permits for hiring foreign workers. Any change in concessionaire ownership requires prior designated authority approval. Such employment is subject to regulatory approvals, including visas and work permits. Refusal of permits will not excuse concessionaires from their contractual obligations. The ministry issued a revised model concession agreement for national highways.

Global News

• Diesel prices hit record highs as war-driven supply disruptions tighten global markets: Diesel prices in Europe and the U.S. have surged to record highs, more than doubling in Europe since the start of 2026, as wars in Iran and Ukraine disrupt supplies from major exporters including Russia, Saudi Arabia and the UAE. Middle East diesel exports halved to around 800,000 bpd between March and August, while Russian refinery disruptions and export restrictions have further tightened global availability. Europe’s ARA diesel inventories are at their lowest seasonal level since 2022, while U.S. diesel stocks remain nearly 15% below the five-year average despite refiners operating near full capacity. Asian diesel prices also remain elevated at around $180/bbl, roughly twice pre-war levels, with lower Chinese exports adding to supply pressures. With global refineries already operating at high utilization, the IEA expects limited scope to offset further disruptions, leaving diesel markets vulnerable to additional supply tightening and higher prices.

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