DELTACORP.NSE News

In this briefing: Ather Energy Cost Reset: Reducing Aluminium Dependency to Drive Profitability What's News in Amsterdam - 16 April (AkzoNobel Primer: Global Palm Resources Holdings (GPR SP) - Apr 2026 Primer: First Resources (FR SP) - Apr 2026 Primer: Delta Corp Ltd (DELTA IN) - Apr 2026 1. Ather Energy Cost Reset: Reducing Aluminium Dependency to Drive Profitability Ather Energy is reducing aluminium use in its scooters , replacing it with steel and iron in non-structural parts, targeting 10-15% cost savings under its new EL platform. With aluminium prices rising ~14% in FY26 and limited pricing power, reducing bill-of-material costs becomes Ather’s key lever to protect and improve margins. Ather’s material shift reflects a clear focus on cost efficiency and scale . If executed well, it can accelerate profitability and strengthen its position inV India’s competitive EV market. 2. What's News in Amsterdam - 16 April (AkzoNobel In this edition: • AkzoNobel | PPG reports better than expected 1Q26; up to 20% increase in selling prices • Basic-Fit | strong start of the year – increase EBITDA outlook reflecting France 24/7 development • Basic-Fit | received approval to operate staffless 24/7 clubs in France • PostNL | to retain its monopoly on the USO • Sligro Food Group | mixed start of the year; no guidance for 1H26 • TomTom | clear beat in profitability driven by lower operating expenses – reiterates FY26 outlook 3.

In this briefing: Yatharth Hospital: The Small-Cap Riding India's Hospital Capex Supercycle Primer: CG Power and Industrial Solutions (CGPOWER IN) - Apr 2026 Primer: Kaynes Technology India (KAYNES IN) - Apr 2026 Aequitas: Integris Medtech Ltd Pre-IPO: Medtech Platform with Strong Growth but Elevated Leverage Primer: Delta Corp Ltd (DELTA IN) - Apr 2026 1. Yatharth Hospital: The Small-Cap Riding India's Hospital Capex Supercycle Yatharth is an NCR-anchored quaternary hospital chain compounding revenue at 40% CAGR, the fastest in India's listed hospital universe. From a current 2,550 beds, Yatharth targets 5,000 beds by FY29, deploying Rs. 1,500 crore capex over the next 4-5 years across NCR and North India. Trading at a 38-60% discount to large-cap peers purely on ramp-up drag and high government receivables, both of which are structurally reversing over the next 12-18 months. 2. Primer: CG Power and Industrial Solutions (CGPOWER IN) - Apr 2026 CG Power and Industrial Solutions is a leading Indian engineering conglomerate with a strong market position in the power and industrial systems sectors.

In this briefing: What's News in Amsterdam - 16 April (AkzoNobel Primer: Global Palm Resources Holdings (GPR SP) - Apr 2026 Primer: First Resources (FR SP) - Apr 2026 Primer: Delta Corp Ltd (DELTA IN) - Apr 2026 Primer: Page Industries (PAG IN) - Apr 2026 1. What's News in Amsterdam - 16 April (AkzoNobel In this edition: • AkzoNobel | PPG reports better than expected 1Q26; up to 20% increase in selling prices • Basic-Fit | strong start of the year – increase EBITDA outlook reflecting France 24/7 development • Basic-Fit | received approval to operate staffless 24/7 clubs in France • PostNL | to retain its monopoly on the USO • Sligro Food Group | mixed start of the year; no guidance for 1H26 • TomTom | clear beat in profitability driven by lower operating expenses – reiterates FY26 outlook 2. Primer: Global Palm Resources Holdings (GPR SP) - Apr 2026 Privatized Entity with a History of Profitability: Global Palm Resources was a profitable, Indonesia-based palm oil producer that was delisted from the Singapore Exchange in July 2023 following a privatization offer from the controlling Adijanto family.

In this briefing: Primer: CG Power and Industrial Solutions (CGPOWER IN) - Apr 2026 Primer: Kaynes Technology India (KAYNES IN) - Apr 2026 Aequitas: Integris Medtech Ltd Pre-IPO: Medtech Platform with Strong Growth but Elevated Leverage Primer: Delta Corp Ltd (DELTA IN) - Apr 2026 Primer: Page Industries (PAG IN) - Apr 2026 1. Primer: CG Power and Industrial Solutions (CGPOWER IN) - Apr 2026 CG Power and Industrial Solutions is a leading Indian engineering conglomerate with a strong market position in the power and industrial systems sectors. The company has demonstrated a significant turnaround since its acquisition by the Murugappa Group in 2020, with a focus on operational efficiency, debt reduction, and strategic growth initiatives. The company is well-positioned to benefit from favorable industry tailwinds, including government impetus on manufacturing, modernization of railways and the power sector, and rising private capital expenditure. Strong order inflows and a focus on high-growth areas like renewable energy and data centers provide a positive outlook for future growth.

IT giants Infosys, Wipro, and LTIMindree are expected to post their Q2 earnings today

The online gaming industry has already taken a substantial hit after the Online Gaming Bill was passed last month, cracking down on real money games

A23 told the Karnataka High Court that the new online gaming law ‘criminalises the legitimate business of playing online games of skill’

Other platforms, including MPL, Dream11, and RummyCulture, are also halting paid games.

The analyst said Delta Corp faces the biggest hit from the new gaming ban due to its heavy reliance on India, while Nazara is cushioned by its overseas revenue base.