BLS.NSE News

In this briefing: Vedanta: The Aluminium Transformation Zinc Cash + Silver Power + O&G Optionality Exencial Industry Tidings 16/10/2025 NBFC Q2FY26 Outlook - Rate Cuts, Credit Stress & Selective Wins in NBFCs Primer: BLS International Services (BLSIN IN) - Oct 2025 Indian Rubber Sector Sees Production Gains, Cooling Imports, Steady Demand 1. Vedanta: The Aluminium Transformation Zinc Cash + Silver Power + O&G Optionality Growth: EBITDA mix improves as aluminium integration + captive coal lift margins, silver ramps, and zinc stays cash generative; deleveraging begins FY27 as cash flows strengthen. Commodity Play: Positive leverage to aluminium, zinc, and silver prices; cost base falling, not rising rare margin tailwind in a metals cycle. Valuation + Yield: Trades cheap vs peers; rerating optionality + double-digit dividend yield provides downside protection with asymmetric upside. 2. Exencial Industry Tidings 16/10/2025 India bans import of roasted arecanut priced below Rs.351 per kg Eli Lilly's Orforglipron shows strong results in late-stage diabetes trials CEA drafts plan for investments of Rs.19.3 trillion in nuclear capacity 3.

In this briefing: Exencial Industry Tidings 16/10/2025 NBFC Q2FY26 Outlook - Rate Cuts, Credit Stress & Selective Wins in NBFCs Primer: BLS International Services (BLSIN IN) - Oct 2025 Indian Rubber Sector Sees Production Gains, Cooling Imports, Steady Demand The Beat Ideas: Sunshield Chemicals - Niche Chemistry Leadership Anchored by Promoter Expertise 1. Exencial Industry Tidings 16/10/2025 India bans import of roasted arecanut priced below Rs.351 per kg Eli Lilly's Orforglipron shows strong results in late-stage diabetes trials CEA drafts plan for investments of Rs.19.3 trillion in nuclear capacity 2. NBFC Q2FY26 Outlook - Rate Cuts, Credit Stress & Selective Wins in NBFCs Demand outside gold remains soft; cofunding costs show early easing; asset quality stress is shifting, with vehicle finance and microLAP emerging as pain points. The divergence across NBFC subsegments (gold, affordable housing, vehicle finance, micro-LAP) is widening, making sector-level staging less helpful - selective bets will matter more.

BLS International Services Ltd. has been awarded a three-year contract by India’s Ministry of External Affairs to set up and operate Indian Visa Application Centres (IVACs) in Beijing, Shanghai, and Guangzhou, effective October 14. The centres will feature enhanced infrastructure, advanced technology, and multilingual staff for streamlined visa services.

In this briefing: The Equity Dispatch #52: Honey Pot TSMC 3Q25 Big Beat on Margins, 4Q Guidance Above Consensus, Raising 2025 Guidance Applied Digital Just Landed an $11 Billion AI Deal With CoreWeave Is This the Next Nvidia! Primer: BLS International Services (BLSIN IN) - Oct 2025 ASML: No Clarification on 2026, China Procurement in Excess of End-Demand, High NA Start in 2028 1. The Equity Dispatch #52: Honey Pot CCC Intelligent Solutions Holdings Inc. (CCCS) is a low-growth software business from which executives are raking as much value as possible before they depart. Apparently understanding that there is little growth left in the core business of assessing auto-insurance claims, CCCS recently borrowed heavily to buy a tangentially related, loss-making company for around 15x revenue, or $665.6 mln net of cash acquired, then said on a call that the acquisition is immaterial. The reality is a slow-growth company whose aggressive practices in low-balling insurance assessments are straining customer relationships with their insurers. 2.

In this briefing: Applied Digital Just Landed an $11 Billion AI Deal With CoreWeave Is This the Next Nvidia! Primer: BLS International Services (BLSIN IN) - Oct 2025 ASML: No Clarification on 2026, China Procurement in Excess of End-Demand, High NA Start in 2028 Fibocom A/H Listing: Wide A/H Premium but Expensive Valuation ASML Q325 Earnings In Line, Outlook More Positive Compared To Prior Quarter, Big Emphasis On AI 1. Applied Digital Just Landed an $11 Billion AI Deal With CoreWeave Is This the Next Nvidia! Applied Digital jumped 28% on Friday after reporting stronger-than-expected earnings and announcing a landmark lease expansion with AI hyperscaler CoreWeave. The rally caps off a year-to-date stock surge of 391%, positioning Applied as one of the top-performing infrastructure stocks in 2025. For the quarter ended August 31, the company posted an adjusted net loss of $0.03 per share, dramatically narrower than the $0.16 loss expected by Wall Street. 2. Primer: BLS International Services (BLSIN IN) - Oct 2025 BLS International Services is a leading global provider of visa, passport, and consular services, with a growing presence in digital and e-governance solutions.

In this briefing: AstraZenecas White House Deal: Policy Relief, Margin Risks & A $50 Billion U.S. Bet! Enpro Bets Big On Biopharma & Sensors With $280M DealAlpHa & Overlook Could Be Game Changers! Keurig Dr Pepper Is Splitting in Two After a Mega AcquisitionYou Wont Believe Whats Coming! Working out Basic Fit's Value with Buckley Capital's Zack Buckley $BFIT Primer: BLS International Services (BLSIN IN) - Oct 2025 1. AstraZenecas White House Deal: Policy Relief, Margin Risks & A $50 Billion U.S. Bet! AstraZenecas stock gained after a landmark drug pricing agreement with the White House, marking a significant policy pivot for the pharmaceutical industry. As part of the deal, AstraZeneca will provide all its prescription medications to Medicaid at most favored nation priceseffectively matching the lowest global rates. Additionally, the company will participate in the new TrumpRx.com platform, offering consumers direct access to discounted drugs. 2. Enpro Bets Big On Biopharma & Sensors With $280M DealAlpHa & Overlook Could Be Game Changers!

In this briefing: Keurig Dr Pepper Is Splitting in Two After a Mega AcquisitionYou Wont Believe Whats Coming! Working out Basic Fit's Value with Buckley Capital's Zack Buckley $BFIT Primer: BLS International Services (BLSIN IN) - Oct 2025 ASML: No Clarification on 2026, China Procurement in Excess of End-Demand, High NA Start in 2028 Toumei (4439 JP): Full-year FY08/25 flash update 1. Keurig Dr Pepper Is Splitting in Two After a Mega AcquisitionYou Wont Believe Whats Coming! Keurig Dr Pepper (KDP) has jolted the global beverage industry with a bold two-step maneuver that may reshape its corporate DNA. In a surprise announcement, KDP revealed plans to acquire global coffee giant JDE Peets for an enterprise value of $23 billion, followed by a spin-off to create two stand-alone public companiesGlobal Coffee Co. and Beverage Co. The all-cash acquisition is priced at a 20% premium to JDE Peets market price and values the target at approximately 13x 2026 EV/EBITDA pre-synergies or 10.5x post-synergies.

In this briefing: Rob Mullin: Gold Stocks Still Cheap, Energy Stocks Cheaper Working out Basic Fit's Value with Buckley Capital's Zack Buckley $BFIT Oil futures: Crude off lows, surplus concerns remain Topline Flash Note: Pakistan Textile: Exports Down 2% YoY While Up 3% MoM In Sep-2025 To US$1.6bn Primer: BLS International Services (BLSIN IN) - Oct 2025 1. Rob Mullin: Gold Stocks Still Cheap, Energy Stocks Cheaper Rob Mullen writes gripping resource investor letters, discussing topics like private credit, private equity, and market impact He takes a disciplined approach to investing, focusing on cash flow dynamics and management transparency Mullen's background in quantitative analysis and psychology influences his value-driven investment strategy in the natural resources sector This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only. 2. Working out Basic Fit's Value with Buckley Capital's Zack Buckley $BFIT Basic Fit is the largest European gym chain, similar to Planet Fitness Basic Fit has faced challenges in meeting numbers due to opening gyms during the COVID pandemic, leading to a negative investor sentiment This content is sourced through publicly available sources and has been machine generated.

In this briefing: Working out Basic Fit's Value with Buckley Capital's Zack Buckley $BFIT Primer: BLS International Services (BLSIN IN) - Oct 2025 ASML: No Clarification on 2026, China Procurement in Excess of End-Demand, High NA Start in 2028 Toumei (4439 JP): Full-year FY08/25 flash update Ryman Healthcare Another Step In The Right Direction 1. Working out Basic Fit's Value with Buckley Capital's Zack Buckley $BFIT Basic Fit is the largest European gym chain, similar to Planet Fitness Basic Fit has faced challenges in meeting numbers due to opening gyms during the COVID pandemic, leading to a negative investor sentiment This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only. 2. Primer: BLS International Services (BLSIN IN) - Oct 2025 BLS International Services is a leading global provider of visa, passport, and consular services, with a growing presence in digital and e-governance solutions.