SALZERELEC.NSE

Salzer Electronics Ltd.

In this briefing: IT Sector (Q2FY26E Results Preview): Steering through uncertainty Exencial Economy Tidings 03/10/2025 Auto Monthly Sales Volume - September 2025 Energy (Power): Neutral View on Quick Big Win Clean Energy; Focus on Direct PPA Pending Clarity Primer: Salzer Electronics (SZE IN) - Oct 2025 1. IT Sector (Q2FY26E Results Preview): Steering through uncertainty The IT sector is expected to report subdued revenue growth in an otherwise seasonally strong quarter, as persistent global macroeconomic uncertainty and recent US tariff measures continue to dampen discretionary spending Clients remain cautious, resulting in slower growth and intensified pricing pressure, although deal activity witnessed some improvement towards the end of the quarter The overall deal pipeline remains steady, with deal wins in cost optimization, infrastructure modernization, and AI-led initiatives. 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: Exencial Economy Tidings 03/10/2025 Auto Monthly Sales Volume - September 2025 Energy (Power): Neutral View on Quick Big Win Clean Energy; Focus on Direct PPA Pending Clarity Primer: Salzer Electronics (SZE IN) - Oct 2025 Exencial Industry Tidings 03/10/2025 1. Exencial Economy Tidings 03/10/2025 India on course to become 3rd largest economy, says N K Singh Forex reserves fall by USD 2.3 billion during week ended 26 September 2025 UPI transactions volume dips 1.9% m-o-m in Sept 20 25 2. Auto Monthly Sales Volume - September 2025 Over AprSep26, cumulative 2W domestic sales grew by 1% YoY to 97.87 Lc units, as declines at Hero (-2%) and Bajaj (-8%) offset strong performances from TVS (+15%) and RE (+27%). In contrast, 2W exports surged 24% YoY to 22.40 Lc units, reflecting improved traction in global markets, especially Africa and Latin America. On a YTD basis, 3W domestic wholesales rose 12% YoY to 4.02 Lc units, led by M&M (+32%), TVS (+43%), while Bajaj remained flat.

In this briefing: Primer: Vitzrocell (082920 KS) - Oct 2025 Electro Optic Systems (EOS): From the Gulf of Finland to the Black Sea Primer: CK Hutchison Holdings (1 HK) - Oct 2025 ComfortDelgro: Chasing Growth, Missing Returns? Primer: Salzer Electronics (SZE IN) - Oct 2025 1. Primer: Vitzrocell (082920 KS) - Oct 2025 Vitzrocell is a global leader in lithium primary batteries, particularly for specialized industrial and military applications, demonstrating a robust growth trajectory with a 3-year net income CAGR of 44.4%. The company is strategically positioned to benefit from growing demand in the smart grid, IoT, and defense sectors, driven by its technological expertise in high-temperature and long-lifespan batteries. A strong financial profile, characterized by high growth, solid margins, and impressive free cash flow generation, supports continued investment in R&D and strategic acquisitions to solidify market leadership. This content is AI-generated and displayed for general informational purposes only.

In this briefing: Auto Monthly Sales Volume - September 2025 Energy (Power): Neutral View on Quick Big Win Clean Energy; Focus on Direct PPA Pending Clarity Primer: Salzer Electronics (SZE IN) - Oct 2025 Exencial Industry Tidings 03/10/2025 Tata Capital Limited - IPO 1. Auto Monthly Sales Volume - September 2025 Over AprSep26, cumulative 2W domestic sales grew by 1% YoY to 97.87 Lc units, as declines at Hero (-2%) and Bajaj (-8%) offset strong performances from TVS (+15%) and RE (+27%). In contrast, 2W exports surged 24% YoY to 22.40 Lc units, reflecting improved traction in global markets, especially Africa and Latin America. On a YTD basis, 3W domestic wholesales rose 12% YoY to 4.02 Lc units, led by M&M (+32%), TVS (+43%), while Bajaj remained flat. 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. Energy (Power): Neutral View on Quick Big Win Clean Energy; Focus on Direct PPA Pending Clarity We take a neutral view on the governments Quick Big Win clean energy policy.

In this briefing: Electro Optic Systems (EOS): From the Gulf of Finland to the Black Sea Primer: CK Hutchison Holdings (1 HK) - Oct 2025 ComfortDelgro: Chasing Growth, Missing Returns? Primer: Salzer Electronics (SZE IN) - Oct 2025 Primer: Ever Glory United Holdings (EGUH SP) - Oct 2025 1. Electro Optic Systems (EOS): From the Gulf of Finland to the Black Sea EU Defence Commissioner Andrius Kubilius says the bloc will build a drone wall along the eastern flank, integrating detection, tracking and interception to counter hostile UAVs. After recent airspace violations, EU defence ministers agreed to move from discussion to concrete action, with a shared drone-detection network targeted within about a year, followed by deeper layers over time. Further details are expected at early-October EU meetings in Copenhagen and Brussels Content is external broker report sourced from online content aggregator through publicly available sources and is displayed below for general informational purposes only.