> ## Content Index > Fetch the complete content index at: https://www.moatmarginresearch.com/llms.txt > Use this file to discover other available public pages before exploring further. # Daily Filing Digest — Wednesday, 7 Oct 2026 - URL: https://www.moatmarginresearch.com/daily-filing-digest-2026-10-07/ - Published: 2026-10-08T01:22:30.000Z - Updated: 2026-10-08T01:22:30.000Z - Description: 7 Oct 2026: RBI's repo hike reaches loan rates at seven banks; NCLT admits plea against Polycab; tax search at Prime Focus; jewellers vs gold. - Author: A K Karthikeyan - Tags: Daily Filing Digest **Seven banks raised their repo-linked lending rates by 25 bps within hours of the RBI's 7 October repo-rate increase, to 5.50%. The NCLT admitted an insolvency petition against Polycab, a company with over ₹4,000 crore of net cash, over a disputed ₹2.79 crore. Income-tax officials searched Prime Focus's offices. Ola Electric fixed a ₹1,000 crore rights issue at ₹27 a share. And three jewellers reported Q2 growth of 26–29%, in a quarter when Senco says gold prices averaged about 28% higher.** ## The ones to read first - **The RBI's repo increase reached loan rates the same day.** Bank of India says it changed its rate "on account of upward revision in Repo Rate announced by RBI, today"; Indian Bank and Bank of Baroda put the repo rate at 5.50%, from 5.25%. Seven banks filed 25 bps increases in their repo-linked lending rates: | Bank | Repo-linked lending rate | Effective | | ---------------------------------------------------------------------------------------------------------------------------------------------- | ------------------------ | --------- | | [Bank of India](https://nsearchives.nseindia.com/corporate/BANKINDIA2%5F07102026160629%5FRBLR%5F.pdf) | 8.10% → 8.35% | 7 Oct | | [Punjab National Bank](https://nsearchives.nseindia.com/corporate/pnb2%5F07102026184312%5FIntimation%5FInterestRateChange%5F07102026%5FDS.pdf) | 8.10% → 8.35% | 8 Oct | | [Indian Overseas Bank](https://nsearchives.nseindia.com/corporate/IOB%5F07102026191630%5FEBLR.pdf) | 8.10% → 8.35% | 8 Oct | | [Indian Bank](https://nsearchives.nseindia.com/corporate/INDIANB%5F07102026182738%5FSE%5FRevision%5FInterest%5F%5FRate07102026.pdf) | 7.95% → 8.20% | 8 Oct | | [Bank of Baroda](https://nsearchives.nseindia.com/corporate/BANKBARODA%5F07102026192944%5FSEintimation.pdf) | 7.90% → 8.15% | 8 Oct | | [Karur Vysya Bank](https://nsearchives.nseindia.com/corporate/KARURVYSYA%5F07102026190754%5FIntimation%5FDSC.pdf) | 8.55% → 8.80% | 8 Oct | | [Tamilnad Mercantile Bank](https://nsearchives.nseindia.com/corporate/9659523378%5F07102026174238%5F76.pdf) | 8.25% → 8.50% | 8 Oct | PNB says its MCLR and base rate are unchanged. Loans linked to the repo rate reprice at once; most deposits reprice only when they renew. - **Polycab India**: the NCLT Ahmedabad [admitted a petition](https://nsearchives.nseindia.com/corporate/POLYCAB%5F07102026224543%5FIntimationtostockexchange.pdf) from Asier Metals under Section 9 of the IBC, starting insolvency proceedings over "an alleged operational debt of ₹2.79 crore". - Polycab calls it a commercial dispute and is appealing to the NCLAT. - It says it has zero debt, net cash above ₹4,000 crore and a net worth of ₹11,682 crore. - **Prime Focus** [confirmed an income-tax search](https://nsearchives.nseindia.com/corporate/PFOCUS%5F07102026152825%5FPFLReplytoNSE07102026signed.pdf) at certain offices, begun on the morning of 7 October and still under way. It says it has received no finding or demand, and operations continue. - **Ola Electric** [fixed its rights issue](https://nsearchives.nseindia.com/corporate/OLAELECTRIC%5F07102026185359%5FOutcomeRightsIssueOctober072026.pdf): 37.03 crore partly paid shares at ₹27 each, up to ₹999.74 crore. - Ratio: 2 rights shares for every 25 held; record date 13 October. - ₹16.20 is payable on application, and ₹10.80 on a final call expected by 31 October 2027. - The [company statement](https://nsearchives.nseindia.com/corporate/OLAELECTRIC%5F07102026195359%5FCompanyStatementOctober072026.pdf) says the promoter will invest "on the same terms". ## Q2 updates: jewellers and consumer - **Kalyan Jewellers**: [consolidated revenue +26%+](https://nsearchives.nseindia.com/corporate/KALYANKJIL%5F07102026073927%5FQ2%5FUpdate.pdf) (India \~27%, same-store growth \~20%). Non-GML debt is now zero, and it sold \~₹86 crore of non-core real estate. - **Senco Gold**: [retail revenue +29%](https://nsearchives.nseindia.com/corporate/Sencogold%5F07102026175129%5FSE%5FIntimation%5FBusiness%5FUpdate%5F07102026.pdf), same-store growth 19%. It says average gold prices were \~28% higher year on year; diamond jewellery value rose 31% while volume rose 7%. - **PC Jeweller**: [consolidated revenue \~+28%](https://nsearchives.nseindia.com/corporate/PCJEWELLER%5F07102026191523%5Fupdate07102026.pdf). It received \~₹142 crore from export debtors and says it is now free of bank debt. Full read: [India's Jewellers Grew 26–29% in Q2\. Gold Rose About 28%.](https://www.moatmarginresearch.com/jewellers-q2-growth-gold-price/) - **Jubilant FoodWorks**: [consolidated revenue +11.9%](https://nsearchives.nseindia.com/corporate/JUBLFOOD%5F07102026170048%5FQ2FY27%5FBusiness%5FUpdate.pdf); Domino's India like-for-like growth 4.1%; 108 net new stores, 3,820 in all. - **Matrimony.com**: [Q2 billings +10.7%](https://nsearchives.nseindia.com/corporate/MATRIMONY%5F07102026164758%5FNSE%5FBilling%5FInfo%5FQ2FY27%5F07%5FOct%5F2026.pdf) to ₹131.09 crore. ## Q2 updates: industry and finance - **Tata Steel**: [India crude steel output +10%](https://nsearchives.nseindia.com/corporate/NIDHIFADNAVIS%5F07102026215052%5FBSENSE.pdf) to 6.21 million tons; India deliveries 5.97 million tons. UK deliveries fell to 0.38 million tons from 0.57 a year ago. - **Satin Creditcare**: [consolidated AUM \~+31%](https://nsearchives.nseindia.com/corporate/SATIN%5F07102026072926%5FSCNLBUSINESSUPDATE.pdf) to \~₹16,600 crore; H1 disbursements +48% to ₹7,192 crore. - **ARCIL** [reported Q1 FY27 profit](https://nsearchives.nseindia.com/corporate/ARCIL%5F07102026145237%5FDisclosure%5Fof%5FPress%5FRelease%5FJune%5F2026%5FSigned.pdf) doubling to ₹143 crore as recoveries rose 151%. - **Fino Payments Bank**: [September average deposits +13%](https://nsearchives.nseindia.com/corporate/FINOPB%5F07102026162000%5FBU%5FSept%5F2026.pdf) to ₹2,794 crore; new deposit accounts fell 17%. ## Deals and capital - **Inox Green** [paid ₹550 crore](https://nsearchives.nseindia.com/corporate/IGESL%5F07102026072235%5FIGESL%5FAcq%5FWWIL%5FReg30%5Fdsc.pdf) for Wind World India's 4.5 GW wind O&M business under its resolution plan. It will own 75% of the buying subsidiary; Authum put in ₹100 crore. The business had [\~₹580 crore of FY26 revenue](https://nsearchives.nseindia.com/corporate/IGESL%5F07102026074723%5FIGESL%5F%5FPR%5FSTXs%5Fdsc.pdf). - **Adani Energy Solutions** [signed to buy Satara Power Transmission](https://nsearchives.nseindia.com/corporate/ADANITRANS%5F07102026152704%5FAESL%5FSatara%5FPower%5FAcquisition.pdf) from PFC Consulting, the SPV for its ₹4,700 crore Maharashtra transmission project. - **Dixon Technologies** [signed a JV with Gemtek](https://nsearchives.nseindia.com/corporate/DIXON%5F07102026150006%5FRegulation30%5FDisclosureGemtek07102026.pdf) (60:40) to make optical transceivers in India. - **Maharashtra Seamless** [plans to demerge](https://nsearchives.nseindia.com/corporate/MAHSEAMLES%5F07102026172556%5FMSLIntimationDemerger.pdf) its Mangaon and Narketpally seamless-pipe plants into two subsidiaries. - **JSW Steel** [redeemed early](https://nsearchives.nseindia.com/corporate/jessydenny%5F07102026221350%5FRedemption%5Fof%5FNotes.pdf) its US$500 million 3.95% notes, which were due in April 2027. - **Aarti Industries** [called an EGM](https://nsearchives.nseindia.com/corporate/AARTIIND%5F07102026164353%5FAARTIIND%5FEGM.pdf) to approve raising up to ₹1,000 crore. - **Agastya Energy**'s shareholders [approved a preferential issue](https://nsearchives.nseindia.com/corporate/SANGINITA%5F07102026202742%5FIntimation%5Funder%5FRegulation%5F30.pdf) of shares and warrants worth up to \~₹566 crore at ₹55.03. - **Sky Gold** [bought Purvi Gems & Jewellery](https://nsearchives.nseindia.com/corporate/SKYGOLD%5F07102026131040%5FPR.pdf) for ₹9 crore, which it says is book value. Purvi's FY26 turnover was ₹760 crore. - **RPSG Ventures** [denied a report](https://nsearchives.nseindia.com/corporate/RPSGVENT%5F07102026222926%5FRVL%5FStock%5FExchange%5FClarification.pdf) that it plans to sell 15–20% of Lucknow Super Giants. ## Orders and capacity - **Dilip Buildcon** [won PNGRB authorisation](https://nsearchives.nseindia.com/corporate/DBL%5F07102026103800%5FIntimationLPG.pdf) for a Paradip–Raipur LPG pipeline through a 100% SPV; EPC work worth \~₹1,800 crore is to come to DBL. - **L&T** [received a limited notice to proceed](https://nsearchives.nseindia.com/corporate/PAM%5F07102026101304%5FPressRelease07102026.pdf) for the main plant of the 1,600 MW Chandrapura thermal project (a "Major" order by its classification). - **Swastika Infra** [won a ₹615.76 crore MSEDCL order](https://nsearchives.nseindia.com/corporate/SWASTIKAINFRA%5F07102026100901%5FSwastika%5FInfra%5FLimited%5F-%5FPress%5FRelease%5Fv4.pdf), which it puts at \~1.2× FY26 revenue. - **Voltamp Transformers** [started production](https://nsearchives.nseindia.com/corporate/VOLTAMP%5F07102026172733%5FSE%5FINTIMATION.pdf) at its new Unit-III plant near Vadodara. ## Courts, tax and incidents - **Torrent Power** [terminated a 300 MW wind PPA](https://nsearchives.nseindia.com/corporate/TORNTPOWER%5F07102026184836%5FTermination%5Fof%5FAgreement.pdf) with SECI because of "continued uncertainty" about the project; it owes ₹39.78 crore of liquidated damages. - **MRF**: a Kerala rectification order [cut a CST demand](https://nsearchives.nseindia.com/corporate/MRF%5F07102026182247%5FSTOCKEXCHANGE071026.pdf) for FY15 from ₹91.53 crore to ₹36.19 crore. - **Midwest** [received a DGMS prohibitory order](https://nsearchives.nseindia.com/corporate/MIDWEST%5F07102026155808%5FCover.pdf) at its Chimakurthy granite mine after a side of the mine collapsed. - **ASK Automotive**: Rajasthan GST officials [carried out an inspection and search](https://nsearchives.nseindia.com/corporate/8448091598%5F07102026175541%5FStxintimation%5F.pdf) at its Bhiwadi plant on 6 October; the company says it ended the same day with no impact on operations. - **Sudarshan Chemical**: the Maharashtra GST [inspection and search](https://nsearchives.nseindia.com/corporate/SUDARSCHEM%5F07102026212739%5FSEIntimationsearchcomplete07102026.pdf) that began on 1 October concluded on 6 October; the company is submitting documents. - **Bharat Forge**: the Delhi High Court [dismissed T K Jain's appeal](https://nsearchives.nseindia.com/corporate/ANILSHINDE%5F07102026170628%5FSEIntimationTKJain.pdf), leaving the order that set aside the arbitral award in place. - **UFO Moviez** [settled its dispute with TSR Films](https://nsearchives.nseindia.com/corporate/UFO%5F07102026084653%5FStock%5FExchange%5FDisclosure%5FTSR%5FSettlement.pdf) and signed a new advertising-rights buyout agreement. ## Ratings - **Adani Enterprises**: CARE [upgraded its long-term rating](https://nsearchives.nseindia.com/corporate/nishant%5Fjoshi%5Fadani%5Fcom%5F07102026181135%5FAELIntimationCreditRating07102026.pdf) to AA/Stable, which the company calls its highest ever. - **Bank of Baroda**: CARE [reaffirmed AAA](https://nsearchives.nseindia.com/corporate/BANKBARODA%5F07102026200629%5FSERATING.pdf), and says it expects FY27 profit to moderate "largely" because of a one-time ₹5,680 crore provision for the NMC Health settlement. - **SAIL**: CARE [revised the outlook](https://nsearchives.nseindia.com/corporate/SAIL%5F07102026164807%5Fcrrat.pdf) on its AA rating to Positive. ## People - **Talwalkars** [appointed Shilpa Singh](https://nsearchives.nseindia.com/corporate/TALWALKARS1%5F07102026190011%5FOutcome%5Fwithout%5FIntimation%5Fof%5FBoard%5FMeeting%5F07102026%5FSigned.pdf) as both MD and CFO; its previous MD and CFO resigned on 5 and 6 October. - **LIC** [appointed five independent directors](https://nsearchives.nseindia.com/corporate/LIC%5FBOARD%5F07102026163053%5FFinal%5FDis%5FInt%5FApp%5FID%5F07102026.pdf). --- > 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.