Brief India: Exencial Industry Tidings 03/10/2025 and more
In this briefing: Exencial Industry Tidings 03/10/2025 Tata Capital Limited - IPO Hindustan Zinc: The Silver Underdog WeWork India IPO: Not a Lifestyle Brand, Just Shared Office Space? Ambuja Cement Q2 Preview: Seasonal Weakness or a Strategic Pause in the 140 MTPA Road? 1. Exencial Industry Tidings 03/10/2025 6 mln hectares of farmland in Maharashtra affected by heavy rains and floods New project announcements in food products industry rise to Rs.121.7 bln in Sep 2025 qtr New project announcements in alcoholic beverages industry rise to Rs.9.4 bln in Sep 2025 qtr 2. Tata Capital Limited - IPO Tata Capital Limited (TATACAP IN) IPO highlights strong branch growth and granular loan book, though new-to-credit exposure remains limited and underwriting largely product-driven. Weak sourcing disclosures beyond Home Loans raise concerns on DSA reliance, portfolio quality, and resilience during downturns, especially in competitive lending segments. Collections are highly digitized and analytics-driven, yet regulatory inspections reveal persistent compliance, governance, and risk management lapses across Tata Capital, TMFL, and TCHFL. 3.