As Q2 FY26 earnings approach, Bernstein shares critical insights on developments in the Indian power sector, offering a must-read overview for industry observers and investors. Key trends include:

HDFC Asset Management Company (HDFC AMC) reported a strong performance for the second quarter of FY26, with net profit rising 25% y-o-y to Rs.718 crore, compared to Rs.576 crore in the same period last year. The company’s total revenue surged 21% y-o-y to Rs.1,223 crore, driven by higher assets under management (AUM) and improved operational efficiency.

Khazanchi Jewellers Limited achieved a major milestone at the Gem & Jewellery India International Fair (GJIIF) 2025, held on 12th September 2025, with its order book reaching approximately ₹90 crore as of 14th October 2025. The company continues to receive strong traction from wholesalers, retailers, and industry professionals, highlighting the growing demand for its fine craftsmanship and premium designs.

Mumbai, 15th October 2025: Ageas Federal Life Insurance has entered into a strategic SME Bancassurance partnership with CSB Bank, marking a first in India. The collaboration aims to expand life insurance solutions for Small and Medium Enterprises (SMEs) and individual entrepreneurs across the country.
Leveraging Ageas Federal’s global expertise in SME life insurance and CSB Bank’s extensive national presence, the partnership enables customers to access integrated financial solutions combining credit, savings, and life insurance.

Bharat Electronics Ltd (BEL), the Navratna defence PSU, has once again grabbed headlines by securing new contracts amounting to ₹592 crore since September 29, 2025.
These latest orders cover a broad spectrum of defence and technology solutions, including tank subsystems and upgradation, communication systems, combat and ship management suites, network systems for ships, the Kavach train collision avoidance system, laser dazzlers, electronic jammers, as well as spares, upgrades and associated services.

JD Cables Limited has announced a significant expansion initiative with the acquisition of a new industrial facility from Star Battery Limited at Dankuni, Hooghly, for ₹10.45 crore. The property spans approximately 1,18,288 sq. ft. (164.29 Cottah) and includes existing sheds and building structures, enabling immediate industrial utilization. This strategic move aims to enhance the company’s manufacturing infrastructure and support ongoing capacity expansion plans.

Tejas Cargo India Limited, a fast-growing logistics company headquartered in Faridabad, continues to strengthen its operations across multiple sectors including logistics, cement, steel, FMCG, e-commerce, and chemicals. Operating a fleet of 1,231 vehicles across 27 branches, the company leverages technology-driven solutions such as ERP, GPS, geofencing, and ADAS to ensure efficient fleet management.

Network People Services Technologies Ltd (NPST) showcased two major digital banking innovations at the Global Fintech Fest 2025 aimed at simplifying banking operations and accelerating fintech adoption.

Brace Port Logistics Ltd., a rapidly growing logistics and supply chain solutions provider, has expanded its global footprint in H1 FY26 through strategic international shipments, new client acquisitions, and strengthened expertise in automotive logistics.

Cupid Limited, India’s premier manufacturer and exporter of healthcare and wellness products, has been recognized at the Maharashtra State Export Awards 2025 for its remarkable contribution to international trade.