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# Daily Filing Digest — Tuesday, 6 Oct 2026
- URL: https://www.moatmarginresearch.com/daily-filing-digest-2026-10-06/
- Published: 2026-10-08T01:22:29.000Z
- Updated: 2026-10-08T01:22:29.000Z
- Description: 6 Oct 2026: MCA investigation notice to ZEEL; DoT ends RCOM's spectrum; Titan +25%; Angel One's commodity share at a 2022 low; IEX prices up 46%.
- Author: A K Karthikeyan
- Tags: Daily Filing Digest

**The Ministry of Corporate Affairs has opened an investigation into Zee Entertainment under the Companies Act. The telecom department has cancelled all of Reliance Communications' auctioned spectrum. Q2 updates came from Titan (+25%), Dabur, Honasa, Utkarsh SFB, IEX and Angel One. Angel One's commodity market share fell to 41.7% in September, its lowest since January 2022.**

## The ones to read first

- **Zee Entertainment** [received a notice](https://nsearchives.nseindia.com/corporate/ZEEL%5F06102026144845%5FSEDisclosureInvestigationsigned.pdf) from the Ministry of Corporate Affairs on 5 October under Section 210(1)(a) & (c) of the Companies Act. The annexure calls it an "Investigation under Section 210(1)(a) & (c)". It follows an ongoing inspection under Section 206(5). The company says it has already provided the information sought, and lists the impact as "Not Applicable".
- **Reliance Communications** (in insolvency since 2019): the Department of Telecommunications [has terminated](https://nsearchives.nseindia.com/corporate/RCOM%5F06102026231513%5FDisclosureSEterminationofassig.pdf) "with immediate effect" all spectrum assigned to RCOM and Reliance Telecom in the 2010, 2013, 2014, 2015 and 2016 auctions. It has told them to stop using wireless networks on that spectrum. The company is "evaluating the implications".
- **Angel One**'s [Q2 business update](https://nsearchives.nseindia.com/corporate/ANGEL8896%5F06102026073616%5FOctober062026%5FIntimation%5Fof%5FBusiness%5Fupdates.pdf): commodity turnover more than doubled (+105.5%), yet its commodity market share fell to 44.0% from 65.1% a year ago, and to 41.7% in September. Its monthly filings show that is the lowest since January 2022\. Full read: [Angel One's Commodity Share Is Back to Where It Was in January 2022](https://www.moatmarginresearch.com/angel-one-commodity-market-share/)

## Q2 updates: consumer

- **Titan**: consumer businesses [grew about 25%](https://nsearchives.nseindia.com/corporate/TITAN%5F06102026182232%5FQ2update202627.pdf). Jewellery grew about 21%, watches about 30% and EyeCare about 28%. In jewellery:

  - studded grew in the early thirties and plain gold about 20%;
  - coins fell by a high single digit;
  - buyers grew mid-single digits while average ticket sizes grew double digits.  
Full read: [Titan's Q2: Bigger Bills, Not Many More Buyers](https://www.moatmarginresearch.com/titan-q2-studded-jewellery/)
- **Dabur** [expects](https://nsearchives.nseindia.com/corporate/DABURA%5F06102026125213%5FUpdate.pdf) consolidated revenue to "record double-digit growth"; India FMCG is expected to accelerate to double digits, with hair oils and shampoos in the high teens.
- **Honasa Consumer** (Mamaearth) [expects net sales growth](https://nsearchives.nseindia.com/corporate/HONASA16%5F06102026090029%5FQuarterlyUpdateS.pdf) in the early thirties. Mamaearth is expected in the high teens and the younger brands around the mid-forties.
- **Rentomojo** [reported](https://nsearchives.nseindia.com/corporate/RENTMOJO%5F06102026143607%5FPRESS%5FRELEASE.pdf) its first quarterly results since listing: Q1 FY27 revenue from operations rose 51.1% to ₹1,263.3 million.

## Q2 updates: finance and markets

- **Utkarsh SFB**: [gross loans +7.5%](https://nsearchives.nseindia.com/corporate/UTKARSHBANK%5F06102026173619%5FBusinessUpdateQ2FY2027.pdf) to ₹20,063 crore and deposits +6.6% to ₹23,869 crore.  
  - Its microfinance group-loan (JLG) book shrank 32.4% to ₹5,146 crore, while other loans grew 35.1%.
  - Group loans are now 26% of the book, down from 41%.
- **Indian Energy Exchange**: [Q2 volume rose 12.7%](https://nsearchives.nseindia.com/corporate/IEX%5F06102026073150%5FIEX%5FMedia%5FRelease%5FPower%5FMarket%5FUpdate%5FSeptember26%5Fsigned.pdf) to 39,685 MU. Average prices rose faster: ₹5.7/unit in the day-ahead market (+46%) and ₹5.2/unit in the real-time market (+49%). India's power consumption grew 11.5%.
- **PNB Housing Finance** was [upgraded by Crisil](https://nsearchives.nseindia.com/corporate/PNBHOUSING%5F06102026204600%5FSE%5FIntimation%5FCRISIL%5FRating%5F6%5FOct%5F26.pdf) to AAA/Stable from AA+/Stable.

Our bank tracker now covers 32 banks; still to file: SBI, ICICI Bank, Federal Bank, Bank of Maharashtra, IOB, City Union Bank and Jana SFB.

## Real estate

- **Max Estates** [reported Q2 pre-sales](https://nsearchives.nseindia.com/corporate/MEL%5F06102026124000%5F20261006PressReleasePreSalesH1.pdf) of about ₹2,100 crore, against ₹156 crore a year earlier, and about ₹3,200 crore for H1.

## Deals and capital

- **Adani Power** and Bhutan's Druk Green Power [signed the shareholders' agreement](https://nsearchives.nseindia.com/corporate/ADANIPOWER%5F06102026065235%5FAPLSigningofSHAtosetup770MWChamkharchhuHEPinBhutan05102026.pdf) for the 770 MW Chamkharchhu-I hydro project, a 49:51 partnership.
- **KNR Constructions** [sold its Ramanattukara road SPV](https://nsearchives.nseindia.com/corporate/KNRCON%5F06102026122824%5FIntimation.pdf) to Indus Infra Trust for ₹549.14 crore. It had invested ₹225.72 crore in that SPV.
- **KIMS** approved four stake purchases in hospitals it already runs under O&M contracts:  
  - [up to 51% of Sarvottam](https://nsearchives.nseindia.com/corporate/KIMS%5F06102026195302%5FDisclosure%5Fto%5FStock%5FExchanges-06102026-Sarvottam.pdf) (Kakinada) for up to ₹80 crore;
  - [up to 22% of Splendid](https://nsearchives.nseindia.com/corporate/KIMS%5F06102026195415%5FDisclosure%5Fto%5FStock%5FExchanges-06102026-Splendid.pdf) (Kompally) for up to ₹40 crore;
  - [6% of Ushahkal Abhinav](https://nsearchives.nseindia.com/corporate/KIMS%5F06102026195201%5FDisclosure%5Fto%5FStock%5FExchanges-06102026-Sangli.pdf) (Sangli) for ₹15 crore;
  - [up to 51% of Insignia](https://nsearchives.nseindia.com/corporate/KIMS%5F06102026195055%5FDisclosure%5Fto%5FStock%5FExchanges-06102026-Insigniyaa.pdf) (KIMS-Sikhara) at ₹30.35 a share, over 12–24 months.
- **Endurance Technologies** [is buying Italy's Fondalpress](https://nsearchives.nseindia.com/corporate/ENDURANCE%5F06102026195508%5F2026%5F10%5F06%5F-%5FLetter%5FSEs%5Facquisition%5Fof%5FFondalpress%5Fby%5FEOSpA.pdf), an aluminium die-caster, with its parent Anna Milena, for €12.34 million.
- **Gabriel India** [will form a seating JV](https://nsearchives.nseindia.com/corporate/GABRIEL%5F06102026211621%5FSE%5Fintimation%5Ffinal%5Fsigned.pdf) with Forvia's Indian arm. The split is 50% plus one share to Forvia and 50% less one share to Gabriel; the initial investment is ₹20 crore.
- **Sar Televenture** [seeks approval](https://nsearchives.nseindia.com/corporate/SARTELEVENTURE2023%5F06102026112312%5FSAR%5FPostal%5FBallot.pdf) to sell its 90.82% stake in Fusionnet Web Services to Tikona Communication for ₹256.84 crore, paid in 3.20% redeemable non-convertible preference shares of Tikona.
- **PTC Industries** [opened a QIP](https://nsearchives.nseindia.com/corporate/PTCINDUSTRIES%5F06102026223535%5FIssue%5Fopening%5Foutcome%5FQIP26.pdf) on 6 October.
- **Godrej Consumer** [will invest IDR 500 billion](https://nsearchives.nseindia.com/corporate/GODREJCP%5F06102026160659%5FSE%5Fsigned.pdf) (about ₹250 crore) in a new plant at Kendal, Indonesia. It expects about 15% more home and personal care capacity, with current utilisation at 75–80%.
- **Sona BLW** [terminated its captive solar project](https://nsearchives.nseindia.com/corporate/SONACOMS%5F06102026151541%5FIntimation.pdf) at Chennai. It says its power needs "have materially changed"; no termination payment.

## Orders and capacity

- **Transrail Lighting** [won ₹412 crore of orders](https://nsearchives.nseindia.com/corporate/TRANSRAIL%5F06102026101401%5FTLLPressrelease06102026.pdf), taking FY27 intake to ₹2,021 crore; it is L1 on another ₹409 crore.
- **Capacit'e Infraprojects** [received a \~₹368.98 crore LoA](https://nsearchives.nseindia.com/corporate/CAPACITE%5F06102026134054%5FWorkOrderChennaiMetrorailf.pdf) from Chennai Metro Rail (excluding GST).
- **Solex Energy** and its subsidiary [won ₹194.14 crore](https://nsearchives.nseindia.com/corporate/SOLEX%5F06102026143429%5FPress%5FRelease.pdf) of TOPCon module orders.
- **Mphasis** [signed about £35.4 million](https://nsearchives.nseindia.com/corporate/MPHASIS%5F06102026153914%5FPress%5FRelease-6%5FOctober%5F2026%5FSd.pdf) with Social Security Scotland.
- **JSW Cement** [commissioned 1 MTPA](https://nsearchives.nseindia.com/corporate/JSWCL%5F06102026174930%5FPRESS%5FRELEASE.pdf) of grinding capacity at Nagaur, Rajasthan.
- **HCL Group** [announced ₹500 crore](https://nsearchives.nseindia.com/corporate/HCLTECH%5F06102026124422%5FRelease6October2026.pdf) to expand HCL IT City in Lucknow.

## Courts, tax and defaults

- **Tata Chemicals**: the Supreme Court [restrained Gujarat](https://nsearchives.nseindia.com/corporate/TATACHEMYS%5F06102026111239%5FSE%5FIntimation%5Fsigned.pdf) from coercive action over the Mithapur wastewater-channel land and issued notice to the state.
- **H.G. Infra** had a [₹94 crore tax demand dropped](https://nsearchives.nseindia.com/corporate/HGINFRA%5F06102026132416%5FFinalIntimation.pdf) in its entirety.
- **United Breweries** [received income-tax refunds](https://nsearchives.nseindia.com/corporate/UBLSJR%5F06102026165437%5FOutcomeofLitigation06102026.pdf) of ₹100.83 crore for AY 2013-14 and AY 2020-21.
- **MBL Infrastructure**: a court [directed Uttarakhand's PWD](https://nsearchives.nseindia.com/corporate/MBLINFRA%5F06102026113859%5FUpdateonarbitrationAward.pdf) to deposit ₹81.14 crore under an arbitration award.
- **Dhanuka Agritech** [received seven Haryana entry-tax orders](https://nsearchives.nseindia.com/corporate/DHANUKA%5F06102026202412%5FIntimationunderregulation30.pdf) for FY09–FY15 totalling ₹55.53 crore (our sum). It says the demands "are not maintainable" and is considering a writ.
- **HCL Infosystems**: a Muzaffarpur court [set aside parts](https://nsearchives.nseindia.com/corporate/HCL-INSYS1%5F06102026215829%5FHCLI.pdf) of a 2019 arbitral award of about ₹13.41 crore (plus 18% interest) against Uttar Bihar Gramin Bank; claims independent of the termination stand.
- **Tenneco Clean Air India** [received a Maharashtra GST show-cause notice](https://nsearchives.nseindia.com/corporate/TENNECO%5F06102026224928%5FRegulation%5F30%5FDisclsoure%5FFine%5Fand%5FPenalties%5FSCN%5FOct%5F6%5F2026%5FFinal%5FSigned.pdf) for FY23: ₹28.55 crore of input tax credit, plus ₹22.44 crore interest and a ₹5.71 crore penalty (about ₹56.70 crore in all, our sum). It says it has grounds to contest.
- **Dharani Sugars** [disclosed ₹127.26 crore in default](https://nsearchives.nseindia.com/corporate/dharanisugarsltd%5F06102026140324%5FDis%5Fclosures%5Fletter%5FBSE%5FNSE.pdf) out of ₹347.69 crore of bank loans.
- **IL&FS Engineering**: the IL&FS board [will file the resolution proposal](https://nsearchives.nseindia.com/corporate/IL%5FFSENGG%5F06102026153802%5FResolution%5Fupdate%5FDisclosure.pdf) with the NCLT after creditors approved it.

## Stakes and people

- **AXISCADES**: Jupiter Capital [sold 10.86%](https://nsearchives.nseindia.com/corporate/Disclosure4%5F10062026113439%5F53783.zip) on 28–29 September, from 50.15% of shares carrying voting rights; it is not classified as promoter.
- **Adani Enterprises**: a promoter-group SAST form [shows the group at 71.97%](https://nsearchives.nseindia.com/corporate/ADANIENT%5F10062026120722%5F53790.zip), up 1.46 points. The purchases listed include market buys by Emerging Market Investment FZCO (June 2024) and Hibiscus Trade and Investment (August 2024), plus a September 2026 inter-se transfer.
- **Marine Electricals**: promoter KDU Enterprises [sold 42 lakh shares](https://nsearchives.nseindia.com/corporate/Reguation%5F10062026143134%5F53670.zip).
- **Fermenta Biotech**: promoter Preeti Thakkar [sold 3.96%](https://nsearchives.nseindia.com/corporate/FERMENTA%5F10062026120950%5F53792.zip) in the open market on 28 September, from a 7.61% holding.
- **Apollo Tyres**: CFO Gaurav Kumar [resigned](https://nsearchives.nseindia.com/corporate/APOLLOTYRE1%5F06102026170148%5Fintimationlettercfo.pdf) effective 6 October.
- **Cyient**: COO Prabhakar Atla's [resignation letter](https://nsearchives.nseindia.com/corporate/CYIENT%5F06102026182600%5FResignation%5FPrabhakarAtlaSigned.pdf) was filed (first announced 24 July).
- **ABB India** [named Suneel Kumar Munaga CFO](https://nsearchives.nseindia.com/corporate/ABB%5F06102026205214%5FReg30disclosure06102026.pdf).
- **Remsons Industries**: whole-time director Rahul Kejriwal [has died](https://nsearchives.nseindia.com/corporate/REMSONSIND%5F06102026154212%5FIntimation%5Fof%5Fdemise%5Fof%5FMr%5FRahul%5FKejriwal.pdf).

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> Educational research, not investment advice. Every item above is drawn from the company's own filing on NSE, read from the primary document; derived figures are our arithmetic and are labelled. No buy/sell recommendations, no price targets, no share prices. Moat & Margin is not a SEBI-registered Research Analyst or Investment Adviser.