Vedanta: Aluminium Business Capacity Will Double To 6 MT In 3.5 Years - CNBCTV18

Vedanta: All Split Businesses Expected To Hold Value Of $100 Billion Each. - CNBCTV18

SEPC: Wins Large Rs 673 Crore SAIL Expansion Project, Strengthening Its Role in Industrial Infrastructure

CarTrade Tech Limited: Launches CarTrade Used Auto To Improve India's Used-Car Market; New Platform Allows Buying, Selling, Exchanging, And Financing Cars; Aims For 2 Million Used-Car Deals Yearly With Potential GMV Of ₹1.2 Lakh Crore.

Steel Exchange India: Co. Gets Approval from APCRDA for TMT Products in Amaravati Projects, Covering Various Grades of TMT Rebars; Becomes Key Supplier for Infrastructure Development.

Piramal Pharma: Co. Will Avoid GLP-1 Competition During Global Surge, Focused On Unique Peptides With Dedicated Markets. - BS

IPCA: Company Partners With Bhami Research For Monoclonal Antibodies, Licensing Agreement Allows IPCA To Use BRL's Specialized High-Concentration Delivery System For Developing And Selling Various Antibody Treatments For Cancer And Inflammatory Conditions. - BL

Hotels Chains Bet On Resorts Amid Rise In Leisure Travel - Mint ( Indian Hotels )

NMDC: Co Eyes New Minerals, Overseas Biz As Iron Grip Slips - Mint

Aurobindo Pharma: Bernstein maintains Market Perform on Aurobindo Pharma with a Target Price of ₹1,498, citing that while the OAI does not halt shipments, it could freeze ~35 pending ANDAs and drag FY27 EPS by 3–3.5%, with the site's repeated OAI/warning-letter history highlighting ongoing quality execution concerns despite long-term capability strengthening.

After Nestle, Fssal Issues Notices To 8 Food Brands || Co's Served Notices On Sunday Include Emami Healthy & Tasty, Health Aid, Troovy, The Healthy Factory, Healthy Master, Healthy Choice, Plan B And Neuherbs. - FE ( Emami )

Meesho: Morgan Stanley maintains Equal Weight on Meesho with a Target Price of ₹190, citing its acquisition of Kirana Club to expand into B2B commerce and strengthen grocery-led B2C offerings, while expecting negligible near-term P&L impact due to the deal’s small size and early-stage revenue profile.

Nestle: Nomura maintains a Buy on Nestlé India with a Target Price of ₹1,500, noting that despite the FSSAI notice over alleged larvae detection in a Maggi packet, Nestlé says the complaint originated from an unverified X account, independent lab tests found no infestation, and comprehensive quality records have been submitted to the regulator.

Nestle: UBS maintains a Neutral on Nestlé with a Target Price of CHF 80.00, citing the FSSAI notice to Nestlé India over larvae detection in Maggi, though India contributes only 2.2% of global sales; the 2015 Maggi recall had caused a 30bps drag on group organic growth and a 10–20bps hit to operating margin.

LG Electronics: Citi initiates Buy on LG Electronics India with a Target Price of ₹1,800, citing dominant market share across key appliance categories, 85%+ localized in-house manufacturing backed by parent R&D, low penetration-driven structural growth, ₹50bn Sri City plant expansion, and expected FY26–29 revenue/PAT CAGR of 12%/23%.

The Phoenix Mills: Macquarie initiates Outperform on The Phoenix Mills Limited with a Target Price of ₹2,100, citing its leadership in premium urban consumption, 50% mall GLA expansion, 4x office space growth, 900 hotel keys by FY30, internally funded capex, and catalysts from new mall launches, refurbishments, and office lease-ups.

GMR Airports: Macquarie initiates Outperform on GMR Airports with a Target Price of ₹125, citing premium travel consumption at its gateway airports, captive passenger ecosystems driving retail and duty-free monetisation, significant landbank-led commercial development upside, and an expected 18% EBITDA CAGR over FY26–29E.