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# Daily Filing Digest — Saturday, 3 Oct 2026
- URL: https://www.moatmarginresearch.com/daily-filing-digest-2026-10-03/
- Published: 2026-10-04T04:45:39.000Z
- Updated: 2026-10-04T04:45:39.000Z
- Description: 3 Oct 2026: seven more banks report Q2, Vedanta Oil & Gas loses Cambay to ONGC, JLR wholesales recover, DMart revenue up 18%.
- Author: A K Karthikeyan
- Tags: Daily Filing Digest

**A Saturday full of Q2 numbers. Seven more banks filed their September figures, taking our tracker to 22; Jammu & Kashmir Bank's loans grew 7.4 points faster than its deposits. Vedanta Oil & Gas's output fell 19% after ONGC took over its Cambay block. JLR's wholesales recovered from last year's cyber incident, but retail sales fell, led by China. DMart's quarterly revenue rose 18%.**

## The one to read first

**Seven more banks** reported Q2: [Bank of Baroda](https://nsearchives.nseindia.com/corporate/BANKBARODA%5F03102026173318%5FSEPROVISIONAL.pdf) (deposits +16.75%, advances +18.27%), [Bank of India](https://nsearchives.nseindia.com/corporate/BANKINDIA5%5F03102026155652%5FBusinessFigures.pdf) (+21.60%, +20.43%), [IDBI Bank](https://nsearchives.nseindia.com/corporate/MANESHJ%5F03102026175222%5FSE%5FProvisionalResults%5F30092026.pdf) (+17%, net advances +18%), [Jammu & Kashmir Bank](https://nsearchives.nseindia.com/corporate/MARYA%5F03102026153419%5FBusiness%5FFigures.pdf) (+16.29%, +23.72%; CASA ratio down 388 bps), [AU Small Finance Bank](https://nsearchives.nseindia.com/corporate/SUMIT1%5F03102026193825%5FProvisional%5Frelease%5FQ2%5FFY27.pdf) (+28.6%, gross advances +27.9%), [Ujjivan SFB](https://nsearchives.nseindia.com/corporate/UJJIVANBANK%5F03102026163008%5F90%5FBusiness%5FUpdateQ2%5FFY27.pdf) (+29.2%, loan book +32.1%) and [Bandhan Bank](https://nsearchives.nseindia.com/corporate/BANDHANBNK%5F03102026194845%5FBandhan%5FBank%5FInitial%5FDisclosure%5F30092026%5Fsd.pdf) (+9.2%, +13.1%; CASA ratio 26.71% from 29.40% in June).

Full read: [Q2 Bank Scoreboard: 22 Banks Ranked From Their Filings](https://www.moatmarginresearch.com/q2-fy27-bank-scoreboard/)

## Lenders: Q2 updates

- **Bajaj Finance** [AUM grew 26.5%](https://nsearchives.nseindia.com/corporate/BAJFINANCE%5F03102026110139%5FBFL%5FPre-results%5Fearning%5Fintimation%5FQ2FY2027.pdf) to about ₹5,84,750 crore; new loans booked rose 11% to 13.45 million and the customer franchise reached 128.85 million. (Two days after its board approved a ₹17,500 crore raise: [our note](https://www.moatmarginresearch.com/bajaj-finance-qip-warrants-capital-raise/).)
- **Bajaj Housing Finance** [AUM grew 25%](https://nsearchives.nseindia.com/corporate/BHFL%5F03102026104206%5FStock%5FExchange%5FPre%5FResult%5FIntimation%5FSep%5F26.pdf) to about ₹1,58,190 crore; Q2 disbursements were about ₹19,930 crore against ₹15,914 crore.
- **L&T Finance** estimates [retail disbursements of \~₹24,000 crore](https://nsearchives.nseindia.com/corporate/ltfinance%5F03102026183251%5FNSEBSEINTIMATION.pdf) (+27%) and a retail book of \~₹1,34,500 crore (+29%).
- **Kissht** (OnEMI) [AUM grew 68.4%](https://nsearchives.nseindia.com/corporate/ONEMI%5F03102026110326%5FPress%5FReleaseBusinessUpdate03102026.pdf) to about ₹9,317 crore.
- **SRG Housing Finance** made a [voluntary disclosure](https://nsearchives.nseindia.com/corporate/SRGHOUSING%5F03102026174426%5FBSE%5Fintimation%5F03102026.pdf) that it has no overdues to lenders and adequate liquidity, and that management is "actively evaluating the infusion of fresh capital". The filing does not say what prompted it.

## Operations

- **Vedanta Oil & Gas**'s [gross operated output fell 19%](https://nsearchives.nseindia.com/corporate/VOGL%5F03102026171800%5FProductionRelease.pdf) to 72.2 kboepd. Cambay fell 83%: the ministry refused to extend its contract, Delhi High Court dismissed Vedanta's writ on 22 July, and ONGC took over operations from 24 July; Vedanta has appealed. Full read: [Vedanta Oil & Gas Loses Cambay](https://www.moatmarginresearch.com/vedanta-oil-gas-cambay-ongc/)
- **JLR** (filed by Tata Motors PV): [Q2 wholesales](https://nsearchives.nseindia.com/corporate/TATAMOTORSSJS%5F03102026162550%5FNSEBSEJLR.pdf) were 82,400 against 66,165, recovering from last year's cyber incident; retail sales were 79,000 against 85,371\. China retail fell to 6,300 from 10,604, and locally built CJLR vehicles ceased in June. Full read: [JLR's Q2: Wholesales Up, Retail Down](https://www.moatmarginresearch.com/jlr-q2-fy27-wholesale-retail/)
- **Avenue Supermarts (DMart)**'s [standalone Q2 revenue](https://nsearchives.nseindia.com/corporate/DMART%5F03102026122118%5FASLQuarterUpdateSep2026.pdf) was ₹19,206.18 crore against ₹16,218.79 crore (+18.4%, our arithmetic), with 518 stores.
- **Vedanta group** production: **Hindustan Zinc** [mined metal 271 kt](https://nsearchives.nseindia.com/corporate/HINDZINCNSE%5F03102026144105%5FSEIntimation031026.pdf) (+5%), refined 264 kt (+7%), silver 173 tonnes (+20%); **Vedanta Aluminium Metal** [aluminium 649 kt and alumina 895 kt](https://nsearchives.nseindia.com/corporate/VAML%5F03102026172407%5FSEIntimationProductionReleaseOctober32026signed.pdf); **Vedanta Iron & Steel** [saleable steel 532 kt](https://nsearchives.nseindia.com/corporate/VEDANTAIRONSTEEL%5F03102026181623%5FSE%5FIntimation%5Fof%5FProduction%5FRelease%5Fsigned.pdf) (+4%) but saleable iron ore down 13%; **Vedanta Power** [sales +26% to 5,593 million units](https://nsearchives.nseindia.com/corporate/VedantaPower%5F03102026163733%5FVPLSEIntimationProductionrelease03102026Signed.pdf), while its Sakti plant, "temporarily shut down since 14th April 2026, after the boiler blast in unit-I", sold 53% less.
- **SPIC** [shut its plants from 3 October](https://nsearchives.nseindia.com/corporate/SPIC%5F03102026130506%5FIntimation%5Fto%5FNSE%5FPlant%5FShutdown%5FFinal.pdf) for maintenance and equipment replacement, expecting to restart within four weeks. **Goa Carbon** [resumed operations at its Bilaspur plant](https://nsearchives.nseindia.com/corporate/GOACARBON%5F03102026225251%5FGOACARBON%5FUpdates%5F03102026.pdf); the kiln was lit on 3 October.
- **Sedemac** [sold 1,452,867 control ECUs in Q2](https://nsearchives.nseindia.com/corporate/SEDEMAC2007%5F03102026122259%5F20261003-IntimationofPressRelease.pdf) (+37.5%). **Style Baazar**'s [Q2 revenue fell 10%](https://nsearchives.nseindia.com/corporate/BSRL2024%5F03102026143409%5Fsigned%5Fcombined%5FQuarterly%5FBusiness%5FUpdate.pdf) to ₹4,781 million, which it puts down to Durga Puja demand moving from Q2 into Q3; same-store sales were −25%.

## Tax, courts and regulators

- **RattanIndia Power**: an arbitral tribunal [awarded BHEL a net ₹170.78 crore](https://nsearchives.nseindia.com/corporate/RTNPOWER%5F03102026170848%5FIntimation.pdf) plus interest on part of it, in the Amravati Phase-II dispute.
- **Skipper**'s GST notice [was rectified down](https://nsearchives.nseindia.com/corporate/skipper%5F03102026122924%5FREG30.pdf) to ₹40.96 crore from ₹227.53 crore; the company contests it.
- **Nectar Lifesciences**: the Punjab & Haryana High Court [sent a GST matter back](https://nsearchives.nseindia.com/corporate/NECLIFE%5F03102026161405%5FNecLife%5FMaterial%5FInformation%5F261003%5FSigned.pdf) to the appellate authority; the company's potential exposure is ₹89.32 crore plus a separate ₹6.24 crore demand.
- **Sai Parenterals**' monitoring agency, India Ratings, [reported deviations of up to ₹238.74 million](https://nsearchives.nseindia.com/corporate/SAIPARENTERALS%5F03102026120919%5FMonitoringAgencyReportJune2026.pdf) in the use of IPO proceeds for the June quarter, including funds moved out of the monitoring account and not used the same day.
- **Sadhav Shipping** (SME): JNPA [withdrew its five-year debarment](https://nsearchives.nseindia.com/corporate/SADHAV%5F03102026145906%5FIntimation%5FTermination%5FWithdrawn%5FJNPT.pdf) after the company challenged it in the Bombay High Court.
- **Aurobindo Pharma** got [USFDA final approval](https://nsearchives.nseindia.com/corporate/AUROPHARMA%5F03102026170252%5FLtrToSEsPressReleasePerampanelUSFDAapproval03102026.pdf) for perampanel tablets (US market \~US$67 million).

## Deals and capital

- **Essar Shipping**'s AGM [approved selling](https://nsearchives.nseindia.com/corporate/ESSARSHPNG%5F03102026185812%5FESL%5FAGM%5FSX%5FDisclosure%5FUR%5F30%5Fsigned.pdf) two overseas subsidiaries with negative net worth (₹705.48 crore and ₹459.72 crore) and the rig Essar Wildcat.
- **Raymond** shareholders [approved 33,28,686 warrants](https://nsearchives.nseindia.com/corporate/RAYMOND%5F03102026185827%5FVotingResultsEGM2026signed.pdf) for Minerva Ventures Fund.
- **Muthoot Capital Services** [approved up to ₹200 crore of secured NCDs](https://nsearchives.nseindia.com/corporate/MUTHOOTCAPS%5F03102026164726%5FSE%5FIntimation%5F-%5FIssue.pdf) at 9.25%. **Pashupati Cotspin**'s board [recommended a 3:2 bonus](https://nsearchives.nseindia.com/corporate/PASHUPATI%5F03102026195804%5FPCL%5FOutcome%5Fof%5FBM%5F03102026.pdf).
- **RNFI Services** (SME) [approved buying](https://nsearchives.nseindia.com/corporate/RNFI%5F03102026130315%5FNSE%5FIntimation.pdf) two business-correspondent operations for SBI and Bank of Baroda, for up to ₹12 crore (half in cash, half in shares).
- **Axiscades**: its German step-down subsidiary [went into voluntary solvent liquidation](https://nsearchives.nseindia.com/corporate/AXISCADES%5F03102026212640%5FReg30disclosure031026.pdf) after continuous losses.

## Orders

- **GPT Infraprojects**' subsidiary was [declared L1 for a ₹149.49 crore](https://nsearchives.nseindia.com/corporate/GPTINFRA%5F03102026141608%5FGIL-%5FL1%5Fintimation%5F031026%5FSGD.pdf) Western Railway signalling order. **Solex Energy** [won ₹75.96 crore](https://nsearchives.nseindia.com/corporate/SOLEX%5F03102026175829%5FIntimation%5Fof%5FWork%5FOrder.pdf) of solar-module orders.

## Stakes, people and credit

- **Aarey Drugs**' promoter group [converted 23.7 lakh warrants](https://nsearchives.nseindia.com/corporate/AAREYDRUGS%5F03102026182948%5FRegulation%5F29%5F2%5F%5F%5F1%5F.pdf), lifting its holding to 42.52%. **HMA Agro**'s promoter Wajid Ahmed [asked to be reclassified](https://nsearchives.nseindia.com/corporate/HMA%5F03102026155106%5FIntimation%5Fon%5Freceipt%5Fof%5Frequest%5Ffrom%5FPromoter%5FWA.pdf) as public.
- **CMR Green Technologies**' CFO [resigned](https://nsearchives.nseindia.com/corporate/CMRGREEN%5F03102026153846%5FIntimation%5Ffor%5FResignation%5Fof%5FCFO.pdf) with effect from 23 October.
- **Patel Retail**: Acuité [upgraded its long-term rating](https://nsearchives.nseindia.com/corporate/PATEL%5F03102026152156%5FReg%5F30-%5FRevision%5Fof%5Frating.pdf) to BBB+.

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> Educational research, not investment advice. Every figure above is drawn from the named company's own filing dated 3 October 2026 and checked against the source; amounts are rounded from the filed figures, and derived figures are our arithmetic. No buy/sell recommendations, no price targets, no share prices. Moat & Margin is not a SEBI-registered Research Analyst or Investment Adviser.