Good Morning
Vande Mataram
News Headlines from Leading Financial Newspapers, Compiled by *Rudra Shares*
Friday, 05 September 2025
*Economy & Policy*
• Companies may fire up output by 25% to feed festive frenzy
• Profit-taking in consumption sectors won't end GST rally
• GST 2.0: Cement prices set to be cheaper by ₹25-30 a bag
• GST revamp promises monthly savings for households, cheaper cars ahead
• GST rationalisation a big booster to consumption-driven growth: Mukesh Ambani
*Consumer & Retail*
• Travel industry packs its bags for a festive takeoff
• Food companies upbeat, expect consumer choice to shift to branded products
• Film business sees little relief; some spot an upside
• Swiggy, Zomato brace for GST impact on delivery fees; may pass cost to consumers
• City Square Mart operator IPO to hit Dalal Street next week
*Pharma & Healthcare*
• Pharma companies cheer lower drug prices, API tax gap stirs worry
• HDFC Life expects less than 0.5 percent impact on embedded value after GST reform
*Banking & Financial Services*
• Microfin sector under stress as portfolio at risk doubles
• Anil Ambani and RCom's loan accounts declared 'fraud' by Bank of Baroda
• FIIs net sold Rs 106 worth of shares, DIIs net buy Rs 2233 crore on September 4
• Bandhan AMC forays into SIFs with SEBI nod; launches ‘Arudha SIF’
*Corporate & Deals*
• Ahead of Jaiprakash auction, Adani, Vedanta, Kotak eye ₹3,800 cr JP Power CCPS
• Solar Industries shares tumble after explosion at Nagpur plant kills 1, injures 8
• Jane Street’s SAT appeal says Sebi sat on escrow, algo firm’s no-trade conduct out of good faith
• WestBridge Capital sells 12.2% stake in Aptus Value Housing for Rs 2,006 crore
*IPOs & Markets*
• Rolling stock components maker Airfloa Rail Tech to launch its Rs 91-crore IPO on September 11
• Goel Construction IPO sees 116 times subscription, Optivalue Tek offer subscribed 60x on final day
• Dev Accelerator sets IPO price band at Rs 56-61 per share
Jai Hind
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