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LIC Housing Finance Ltd.

A first-of-its-kind stakeholders' conclave focused on inclusive employment in the hospitality and tourism sector was held in Guwahati on Tuesday, bringing together industry leaders, academics, and civil society organisations to chart a practical course forward. Titled "Hospitality for All: Pathways to Inclusive Workplaces & Accessibility," the event was organised by Shishu Sarothi under its new skill development initiative, supported by LIC Housing Finance Ltd's Sarthak programme and conducted in collaboration with Assam Skill University. Also Read: Guwahati: Shishu Sarothi Hosts Workshop on Autism Spectrum Disorder The hospitality and tourism industry is one of the world's largest employers — yet it remains a largely underutilised space for persons with disabilities. Global evidence suggests that inclusive workplaces improve not just diversity, but also a business's brand value and customer loyalty. With the right training, accessible infrastructure, and greater industry awareness, hotels, restaurants, travel agencies, and the MICE (Meetings, Incentives, Conferences, and Exhibitions) sector can open up a wide range of jobs for persons with disabilities.

In this briefing: LG Electronics India: Demand Recovery Underway. Maintain ADD IT Sector: Disruption yields opportunities Nazara's $200M Bet on AI-Native Gaming: Dissecting the Bluetile & BestPlay Acquisition Edelweiss: Q3FY26 Update LICHF: Growth Sluggish, But Valuation Presents Strong Upside As Growth Revives 1. LG Electronics India: Demand Recovery Underway. Maintain ADD We visited the company’s Pune manufacturing facility and interacted with the management The plant operates nine production lines, manufacturing refrigerators, washing machines, air conditioners, and televisions The company expects FY26E revenues to remain largely flat YoY (implying 5% YoY growth in Q4), with EBITDA margin staying in the low double digits Content is external broker report sourced from online content aggregator through publicly available sources and is displayed below for general informational purposes only. Refer full disclaimer below. 2. IT Sector: Disruption yields opportunities The Indian IT sector has endured a sharp 25% correction over the past three months, fuelled by investor fears that Gen-AI platforms like Claude (by Anthropic) and Palantir could upend traditional SaaS and IT services models Yet the industry demonstrates resilience, contending that deploying these unproven technologies in complex, "brownfield" regulatory landscapes prove far more challenging than the hype implies As noted in our December 2025 sector update, we initially pegged AI's deflationary impact at ~4%, anticipating offsets from fresh deal wins Content is external broker report sourced from online content aggregator through publicly available sources and is displayed below for general informational purposes only.

In this briefing: IT Sector: Disruption yields opportunities Nazara's $200M Bet on AI-Native Gaming: Dissecting the Bluetile & BestPlay Acquisition Edelweiss: Q3FY26 Update LICHF: Growth Sluggish, But Valuation Presents Strong Upside As Growth Revives HDFC Bank: The Reality Behind the Chairman’s Resignation and the Strategic Road Ahead 1. IT Sector: Disruption yields opportunities The Indian IT sector has endured a sharp 25% correction over the past three months, fuelled by investor fears that Gen-AI platforms like Claude (by Anthropic) and Palantir could upend traditional SaaS and IT services models Yet the industry demonstrates resilience, contending that deploying these unproven technologies in complex, "brownfield" regulatory landscapes prove far more challenging than the hype implies As noted in our December 2025 sector update, we initially pegged AI's deflationary impact at ~4%, anticipating offsets from fresh deal wins Content is external broker report sourced from online content aggregator through publicly available sources and is displayed below for general informational purposes only.

In this briefing: Nazara's $200M Bet on AI-Native Gaming: Dissecting the Bluetile & BestPlay Acquisition Edelweiss: Q3FY26 Update LICHF: Growth Sluggish, But Valuation Presents Strong Upside As Growth Revives HDFC Bank: The Reality Behind the Chairman’s Resignation and the Strategic Road Ahead Primer: Sansera Engineering Ltd (SANSERA IN) - Mar 2026 1. Nazara's $200M Bet on AI-Native Gaming: Dissecting the Bluetile & BestPlay Acquisition Nazara Technologies UK Limited has signed definitive agreements to acquire a 50% controlling stake in Bluetil. and BestPlay for $100.3 Mn with performance-linked up to $98.2 Mn through 2030. The AI-native development stack is the real strategic differentiator, but casual gaming's hit-driven volatility means the structure's downside protection may get tested sooner than management hopes. The deal's earn-out is nearly as large as the upfront payment — the investment thesis rests entirely on CY27-29 execution. Funding the acquisition remains a concern and potential dilution. 2.