SAREGAMA.NSE

Saregama India Ltd.

Studios like Dharma, T-Series and Saregama face risks in the Maharashtra, Punjab and southern markets, with inflated star fees and marketing costs. Cultural fit and local economics are key to avoid unsustainable projects.

In this briefing: Primer: Sansera Engineering Ltd (SANSERA IN) - Mar 2026 CMPDIL: Powering Indian Coal Mining by Mapping the Depths - Priced for a Listing Pop Exencial Industry Tidings - 19-03-2026 HDFC Bank Chairman Exit- Trust Deficit Becomes a New Risk in Private Banking Saregama & Tips Music: Why India's Music Labels Are the Market's Cleanest Cashflow Story 1. Primer: Sansera Engineering Ltd (SANSERA IN) - Mar 2026 Sansera Engineering is a well-established precision engineering firm with a strong foothold in the automotive sector, supplying critical components to major domestic and global OEMs. The company is strategically diversifying into higher-growth and margin-accretive areas, including aerospace, defense, and electric vehicle (EV) components, reducing its dependence on the traditional internal combustion engine (ICE) market. The company exhibits a robust growth track record with double-digit revenue and net income CAGRs over the last decade. This growth is supported by a strong order book, particularly in the Aerospace, Defence & Semiconductor (ADS) segment, and ongoing capacity expansions to meet future demand.

In this briefing: Primer: Sansera Engineering Ltd (SANSERA IN) - Mar 2026 CMPDIL: Powering Indian Coal Mining by Mapping the Depths - Priced for a Listing Pop Exencial Industry Tidings - 19-03-2026 HDFC Bank Chairman Exit- Trust Deficit Becomes a New Risk in Private Banking Saregama & Tips Music: Why India's Music Labels Are the Market's Cleanest Cashflow Story 1. Primer: Sansera Engineering Ltd (SANSERA IN) - Mar 2026 Sansera Engineering is a well-established precision engineering firm with a strong foothold in the automotive sector, supplying critical components to major domestic and global OEMs. The company is strategically diversifying into higher-growth and margin-accretive areas, including aerospace, defense, and electric vehicle (EV) components, reducing its dependence on the traditional internal combustion engine (ICE) market. The company exhibits a robust growth track record with double-digit revenue and net income CAGRs over the last decade. This growth is supported by a strong order book, particularly in the Aerospace, Defence & Semiconductor (ADS) segment, and ongoing capacity expansions to meet future demand.

In this briefing: CMPDIL: Powering Indian Coal Mining by Mapping the Depths - Priced for a Listing Pop Exencial Industry Tidings - 19-03-2026 HDFC Bank Chairman Exit- Trust Deficit Becomes a New Risk in Private Banking Saregama & Tips Music: Why India's Music Labels Are the Market's Cleanest Cashflow Story The CDMO Arms Race: How India Is Quietly Becoming the World's Drug Factory 1. CMPDIL: Powering Indian Coal Mining by Mapping the Depths - Priced for a Listing Pop After a blockbuster listing for Bharat Coking Coal Limited (BCCL) (7535956Z IN) earlier this year, Coal India Ltd (COAL IN) is back with another Offer for sale. CMPDI is the technical consulting arm of the Coal Ministry of India that has been institutionalised to support the Coal industry value chain throughout its project lifecycle The deal has been valued attractively at the midpoint of valuations commanded by similar Indian public-sector enterprises despite its relatively superior profile. Expect a listing pop notwithstanding the market environment. 2.

In this briefing: CMPDIL: Powering Indian Coal Mining by Mapping the Depths - Priced for a Listing Pop Exencial Industry Tidings - 19-03-2026 HDFC Bank Chairman Exit- Trust Deficit Becomes a New Risk in Private Banking Saregama & Tips Music: Why India's Music Labels Are the Market's Cleanest Cashflow Story The CDMO Arms Race: How India Is Quietly Becoming the World's Drug Factory 1. CMPDIL: Powering Indian Coal Mining by Mapping the Depths - Priced for a Listing Pop After a blockbuster listing for Bharat Coking Coal Limited (BCCL) (7535956Z IN) earlier this year, Coal India Ltd (COAL IN) is back with another Offer for sale. CMPDI is the technical consulting arm of the Coal Ministry of India that has been institutionalised to support the Coal industry value chain throughout its project lifecycle The deal has been valued attractively at the midpoint of valuations commanded by similar Indian public-sector enterprises despite its relatively superior profile. Expect a listing pop notwithstanding the market environment. 2.

In this briefing: HDFC Bank Chairman Exit- Trust Deficit Becomes a New Risk in Private Banking Saregama & Tips Music: Why India's Music Labels Are the Market's Cleanest Cashflow Story The CDMO Arms Race: How India Is Quietly Becoming the World's Drug Factory Indian IT Sector: The Bottom Made? Exencial Industry Tidings - 18-03-2026 1. HDFC Bank Chairman Exit- Trust Deficit Becomes a New Risk in Private Banking HDFC Bank (HDFCB IN) part-time chairman Mr. Atanu Chakraborty resigned citing ethical misalignment, signalling deeper governance concerns rather than a routine leadership transition. Persistent whistle-blower complaints and past control issues highlight a recurring pattern of operational and cultural strain within the bank. Alongside past governance failures at ICICI Bank and Yes Bank, this signals a structural erosion of the trust premium in private sector banking, not an isolated incident. 2. Saregama & Tips Music: Why India's Music Labels Are the Market's Cleanest Cashflow Story Tips Music delivered 29% revenue growth and 31% PAT growth in FY25; Saregama posted its highest-ever revenue of Rs. 1,171 crore driven by aggressive content investment and new business verticals.

In this briefing: HDFC Bank Chairman Exit- Trust Deficit Becomes a New Risk in Private Banking Saregama & Tips Music: Why India's Music Labels Are the Market's Cleanest Cashflow Story The CDMO Arms Race: How India Is Quietly Becoming the World's Drug Factory Indian IT Sector: The Bottom Made? Exencial Industry Tidings - 18-03-2026 1. HDFC Bank Chairman Exit- Trust Deficit Becomes a New Risk in Private Banking HDFC Bank (HDFCB IN) part-time chairman Mr. Atanu Chakraborty resigned citing ethical misalignment, signalling deeper governance concerns rather than a routine leadership transition. Persistent whistle-blower complaints and past control issues highlight a recurring pattern of operational and cultural strain within the bank. Alongside past governance failures at ICICI Bank and Yes Bank, this signals a structural erosion of the trust premium in private sector banking, not an isolated incident. 2. Saregama & Tips Music: Why India's Music Labels Are the Market's Cleanest Cashflow Story Tips Music delivered 29% revenue growth and 31% PAT growth in FY25; Saregama posted its highest-ever revenue of Rs. 1,171 crore driven by aggressive content investment and new business verticals.

In this briefing: We Recommend Aggressive Short-Term Traders Trim Length in Refiner Equities and Spring RBOB Cracks BoJ Holds, Tightening Bias Intact Brazil: Cautious Start to Selic Easing Fed Holds: Higher for Longer? Saregama & Tips Music: Why India's Music Labels Are the Market's Cleanest Cashflow Story 1. We Recommend Aggressive Short-Term Traders Trim Length in Refiner Equities and Spring RBOB Cracks We issued reports on February 19 and 23rd recommending that, although refiner equities were anticipated to represent an attractive long-term investment, we anticipated an attractive trading move. We were looking for gains between the time our reports were issued and June. The war has led to attractive gains well before our expected seasonal peak. As such, we believe our stocks and the RBOB cracks have run somewhat ahead of themselves, and we believe some trimming of positions to lock in profits is warranted. 2. BoJ Holds, Tightening Bias Intact The BoJ held the policy rate at 0.75% as expected, reinforcing a conditional tightening bias anchored in its 2% inflation objective.

In this briefing: We Recommend Aggressive Short-Term Traders Trim Length in Refiner Equities and Spring RBOB Cracks BoJ Holds, Tightening Bias Intact Brazil: Cautious Start to Selic Easing Fed Holds: Higher for Longer? Saregama & Tips Music: Why India's Music Labels Are the Market's Cleanest Cashflow Story 1. We Recommend Aggressive Short-Term Traders Trim Length in Refiner Equities and Spring RBOB Cracks We issued reports on February 19 and 23rd recommending that, although refiner equities were anticipated to represent an attractive long-term investment, we anticipated an attractive trading move. We were looking for gains between the time our reports were issued and June. The war has led to attractive gains well before our expected seasonal peak. As such, we believe our stocks and the RBOB cracks have run somewhat ahead of themselves, and we believe some trimming of positions to lock in profits is warranted. 2. BoJ Holds, Tightening Bias Intact The BoJ held the policy rate at 0.75% as expected, reinforcing a conditional tightening bias anchored in its 2% inflation objective.