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πŸ“Š Sharemarket Information

1. NIS Management – The company has approached the Calcutta High Court against an β‚Ή2.17 crore ESIC damages claim. It disputes the recovery notices and says it does not expect any financial liability until the court decides.
2. Dhruv Consultancy Services – Received a β‚Ή3.79 crore Maharashtra PWD order for road surveys, feasibility studies and DPR work covering 249.2 km of roads in Nanded, Latur and Parbhani. Contract period is 365 days.
3. India–US Relations – US Secretary of State Marco Rubio met India’s counterpart and discussed possible sanctions on countries doing business with Russia and Iran.
4. GMR Airports – GMR Hospitality won a contract for food & beverage outlets at Delhi Airport. Expected license fees are around β‚Ή49 crore in FY27 and β‚Ή109 crore in FY28.
5. Vikran Engineering – Received a β‚Ή153.76 crore Power Grid order for a 400 kV substation project.
6. Websol Energy System – West Bengal government has allotted land to the company for a 4 GW solar cell and module manufacturing facility.
7. Quality Power – Plans to acquire 100% of Winwin Speciality Insulators for up to β‚Ή272.34 crore. The company also plans to raise around β‚Ή700 crore through QIP.
8. Apollo Micro Systems – Received CCI approval for its acquisition of Premier Explosives. The open offer can now proceed.
9. Borosil – Delayed commercial production of its third double-wall glass line to January 2027 because of supply-chain issues.
10. Kaushalya Logistics – Vicco Trading Corp sold 2.3 lakh shares of the company through open-market transactions.
11. Amazon / Swiggy / Eternal – FSSAI is taking action against companies including Amazon and Swiggy over alleged misbranding and misleading product claims, as part of its crackdown on food labeling and hygiene.
Indian indices to open lower due to US market fears.
US Treasury yields surge, raising rate hike concerns.
Crude oil prices ease after a significant rally.
πŸ“Š Sharemarket Information

1. Akasa Air – Akasa Air is in talks with Boeing to buy up to 200 Boeing 737 MAX aircraft, which could support its future expansion.
2. Usha Martin – The company will sell its U M Cables business to RR Kabel for β‚Ή77 crore and focus more on its core wire and wire-rope business.
3. Steamhouse India – The company won a β‚Ή311 crore EPC order to build a 300 TPH steam and 30 MW co-generation plant in Himachal Pradesh.
4. Swelect Energy Systems – The company will invest β‚Ή20.77 crore in a 26.6 MWp solar plant and has acquired 100% of GNU Solar Assetco Two.
5. Piramal Finance – The company earned around β‚Ή200 crore from insurance commissions in FY26. If IRDAI changes insurance commission rules, the company estimates an 18–24 bps impact on FY28 ROA.
6. Piramal Finance – Despite possible changes in insurance commission income, the company remains confident of achieving its earlier FY27 net profit growth target of 50% YoY.
7. Welspun Corp – The company won its largest-ever HFIW pipe order worth $412 million (around β‚Ή4,000 crore). Its total order book has reached a record $4.7 billion.
8. Biocon – Biocon Malaysia received MHRA approval for a new insulin drug-product fill-and-finish facility, supporting its insulin manufacturing business.
πŸ“Š Sharemarket Information

1. Newgen Software – Won a $5.48 million (β‚Ή52.55 crore) order from a U.S. health insurance company.
2. Tata Motors – Its subsidiary acquired a 26% stake in Mateshwari E-Smart Mobility for electric bus operations and maintenance.
3. Anupam Rasayan – Acquired 47.95% stake in Bliss GVS Pharma. With its partner holdings, the total stake is now 50.07%.
4. Ola Electric – Will consider a rights issue of up to β‚Ή1,000 crore on October 5 to raise funds.
5. Coforge – Akhil Gupta has been appointed as Chairman and Independent Director. He has significant experience with Bharti Enterprises and currently holds board positions in several companies.
6. Equitas Small Finance Bank – Proposed GST demand has been sharply reduced from β‚Ή533.81 crore to β‚Ή23.95 crore.
7. Power Mech Projects – Has a strong order book of around β‚Ή3,113 crore so far and is targeting β‚Ή12,000 crore in FY27.
8. Power Mech Projects – Profit margins are expected to improve due to growth in MDO operations and its core business.
9. Anthropic – In its IPO filing, the AI company warned about potential serious risks from advanced AI to humanity.
πŸ“Š Sharemarket Information

1. Apple Pay: Apple is expected to launch Apple Pay in India with Axis Bank, increasing competition for Paytm, Google Pay and other payment apps.
2. NTPC Green Energy: A 153.94 MW solar project has started commercial operations. Total group capacity has increased to 11,212.51 MW.
3. Juniper Green Energy: Added 100.64 MWh battery storage capacity, taking its operational storage capacity to 600 MWh.
4. Smartworks: Won new managed-office contracts worth β‚Ή305 crore. Total new contracted revenue has reached β‚Ή540 crore.
5. Aurum PropTech: Allotted β‚Ή458.06 crore worth of shares to REA India as part of the acquisition of 100% of Locon Solutions.
6. Inox Green Energy: Successfully raised β‚Ή300 crore through QIP by issuing shares to institutional investors.
7. HEG Advanced Materials: Replus signed an MoU with Indus Towers to explore 1.5 GWh battery energy storage solutions for telecom infrastructure.
8. SEAMEC: Signed a $19.02 million contract with G R Infraprojects for ONGC subsea projects.
9. Blue Cloud Softech: Launched BluEdge Sovereign AI, software designed to run AI on both CPU and GPU platforms.
10. India–Qatar payments: India’s Finance Minister discussed expanding UPI services in Qatar, which could support India's digital-payment ecosystem.
11. IndusInd Bank: The bank is targeting 1.3% ROA, but lower insurance-related income could put pressure on earnings.
12. Apple India payments: Apple is starting its payments service in India, potentially increasing competition in the digital-payments market.
13. IPO listings today: The listed names include Swastika Infra, Adroit Industries, Elevate Campuses, ArMee Infotech, along with several SME IPOs such as Coreintegra Consul, Pooja Logistics, Unitec Fibres, Liqvd Digital India and S.K. Offset.
14. AI & jobs: Elon Musk said AI and robots are expected to change job roles and workplace responsibilities across industries.
15. Counterfeit Ozempic case: U.S. authorities have charged two Indian nationals in an alleged counterfeit-drug distribution case involving fake Ozempic.
πŸ“Š Sharemarket Information

1. YAAP Digital – Got a social media management contract from Narayana Health for its hospitals across 5 regions.
2. Emerald Finance – Partnered with Erste Wahl Financial Services in Punjab to provide employees with early access to part of their salary through short-term salary advances.
3. Repono – Received Railway approval for its Engineering Scale Plan for a Gati Shakti petroleum oil terminal at Ajhai, Mathura.
4. Flydubai Flight – Indian pilot Smit Machchhar reportedly helped save 174 lives after an incident involving the flight. He was later admitted to a hospital in Tabuk, Saudi Arabia.
5. Smit Machchhar's Health – The Indian Embassy in Saudi Arabia said he is stable and receiving medical treatment. The embassy is in contact with his family and Saudi authorities.
6. India–US Trade Deal – India’s Trade Minister discussed with U.S. Trade Representative Jamieson Greer efforts to reach an early interim trade agreement between India and the US.
πŸ“Š Sharemarket Information

DLF: The company completely sold out its Aureva project, generating β‚Ή1,985 crore in sales. This is positive for DLF.

Nykaa: For Q2 FY27, Nykaa expects strong growth β€” GMV around high-20%, net sales value in low-30%, and revenue in high-20%.

Virtuoso Optoelectronics: Signed an MoU with the Maharashtra Government for a proposed β‚Ή1,050 crore investment.

HDFC Bank: Loans increased 16.3% YoY to β‚Ή32.20 lakh crore, while deposits grew 18.8% to β‚Ή33.28 lakh crore in Q2. Strong growth.

YES Bank: Q2 loans grew 23.8% YoY to β‚Ή3.10 lakh crore, and deposits increased 19.5% to β‚Ή3.54 lakh crore.

FINMAT Expo 2026: Redbox is the official media sponsor. The event will be held on 13 October 2026 at GIFT City, Gandhinagar, with 1,000+ financial professionals and 200+ institutions expected.

Axiscades Tech: Its German subsidiary ADD Solution GmbH is being voluntarily closed/liquidated because it has been making continuous losses due to the weak German auto industry.

Poonawalla Fincorp: AUM reached around β‚Ή73,950 crore and liquidity stood at β‚Ή6,400 crore as of September 30, 2026.

Poonawalla Fincorp growth: AUM increased by β‚Ή6,896 crore during Q2, showing continued strong growth. AUM grew around 55% YoY, although the growth rate was slightly lower than the previous quarter.
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πŸ“Š Sharemarket Information

1. Kotak Mahindra Bank: Loans grew 24.7% and deposits grew 23.2% year-on-year. CASA deposits increased 11.3%.

2. Axis Bank: Loans increased 22.7% and deposits increased 20.7% YoY. However, the CASA ratio fell to 36.5% from 39.8%.

3. IndusInd Bank: Loans grew 11.2% and deposits grew 10.1%. CASA ratio declined to 28% from 30.7%.

4. IREDA: Signed a performance agreement with the Ministry of New and Renewable Energy (MNRE) for FY27 targets.

5. Minda Corporation: Invested β‚Ή18 crore in Spark Minda-Toyodenso India. Its stake remains at 60%.

6. D.P. Abhushan: Approved a β‚Ή558 crore preferential issue of shares and warrants.

7. Indian Energy Exchange (IEX): Electricity trading volume grew 14.2% in H1 FY27. Q2 volume increased 12.7% YoY, showing strong trading activity.

8. Angel One: September client funding book increased 41.7% to β‚Ή7,871 crore. Client base grew 17.3% to nearly 4 crore customers.

9. Adani Power: Signed an agreement with Bhutan's DGPC to develop a 770 MW hydropower project in Bhutan.
πŸŒ… Yagath Stocks | Pre-Market Brief | 15 Oct 2026
Market View: πŸ”΄ Bearish
Hotter US CPI raised Fed rate-hike bets, Asia sold off and FIIs kept selling.
πŸ“Š Nifty: 22,622.70 (-0.44%)
🏦 Bank Nifty: 55,316 (-0.30%)
πŸ’° FII: -β‚Ή1,857 Cr | DII: +β‚Ή2,670 Cr
🌍 Global: GIFT Nifty 22,607 (flat) | US down (Nasdaq -1.9%, S&P -1.1%) | Asia down sharply (Nikkei ~-4%, Kospi -4%) | Brent $104.7 | USD/INR ~95.1
πŸ”₯ Major Event: Hot US CPI hit AI and tech stocks worldwide. Watch IT, which led yesterday's gains. Wipro reports Q2 today.
⚑ Trading Update: 0.4% MDR on UPI merchant payments above β‚Ή2,000 starts today. Zetwerk, Tonbo and Bonfiglioli IPOs open today.
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Sharemarket Information

1. ACME Solar Holdings: Opens a new unit in the UAE to strengthen its renewable energy supply chain.

2. Jindal Stainless: Introduces electric trucks for the first time. Its green transport programme aims to reduce COβ‚‚ emissions by 71 tonnes per month compared with diesel vehicles.

3. Tata Technologies:

* Targets a profit margin of 18%–20% in the long term.

* Expects strong double-digit revenue growth in FY27.

* Expects margins to improve in the second half of FY27, especially from Q3.

* ES-Tec is expected to stabilize in 2027 and recover fully over time.

4. Groww: Expects annual expenses to be around β‚Ή400–500 crore, spending more when market conditions are good and less when markets are weak. Average quarterly spending is expected to be around β‚Ή125 crore.
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πŸŒ… Yagath Stocks | Pre-Market Brief | 16 Oct 2026
Market View: βšͺ Mixed
GIFT Nifty and the Asian rebound point to a positive open, but heavy FII selling and Brent above $100 may limit gains.
πŸ“Š Nifty: 22,997.35 (+1.66%)
🏦 Bank Nifty: 55,810.50 (+0.89%)
πŸ’° FII: -β‚Ή5,285 Cr | DII: +β‚Ή3,319 Cr
🌍 Global: GIFT Nifty ~23,073 (+85) | US mixed (Dow +1%, Nasdaq flat) | Asia up (Kospi +2.7%, Nikkei +1.1%) | Brent ~$105 | USD/INR 95.05
πŸ”₯ Major Event: US September CPI came in hotter than expected and markets now see a Fed rate hike as possible. Global chip and AI stocks sold off, and Indian IT gained from the money moving out of them. Crude above $100 is a risk for oil-sensitive sectors and the rupee.
⚑ Trading Update: NSE is shut on Tue 20 Oct for Dussehra. The Nifty weekly expiry moves to Mon 19 Oct.
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πŸŒ… Yagath Stocks | Pre-Market Brief | 22 Oct 2026

πŸ“Š Nifty: 22,811.35 (-0.34%)
🏦 Bank Nifty: 54,976.90 (-0.92%)

πŸ’° FII: +β‚Ή1,022 Cr net buy | DII: +β‚Ή1,614 Cr net buy (provisional, 21 Oct)

🌍 Global: GIFT Nifty ~22,644 (-0.4%) | US higher (Nasdaq +1.05%) | Asia lower | Brent ~$110 | USD/INR 94.45

πŸ”₯ Major Event: Jio Platforms' β‚Ή30,213 Cr IPO, India's largest ever, enters Day 2. It was 3.15x subscribed on Day 1 and closes tomorrow (23 Oct).

πŸ›’οΈ Crude: Brent is above $110 after the US ordered its diplomats to leave Saudi Arabia. That keeps OMCs, paints and aviation in focus.

πŸ“‘ Q2 Today: Swiggy, Havells, HPCL, Colgate-Palmolive, Adani Energy Solutions, Adani Total Gas. Eternal's Q2 profit was β‚Ή125 Cr (+92% YoY).

For educational purposes only. Not investment advice.
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πŸŒ… Yagath Stocks | Pre-Market Brief | 23 Oct 2026

πŸ“Š Nifty: 22,687.65 (-0.54%)
🏦 Bank Nifty: 54,925.70 (-0.09%)

πŸ’° FII: Net Sold β‚Ή3,458.70 Cr | DII: Net Bought β‚Ή2,891.30 Cr (22 Oct)

🌍 Global: GIFT Nifty ~22,840 (+128) | US mixed: Nasdaq -2.6%, S&P -1.2%, Dow flat | Asia lower: Nikkei -1.5%, Kospi -2% | Brent ~$114 | USD/INR ~94.82 (Thu close)

πŸ”₯ Major Event: Brent is above $114 after Houthi attacks on Saudi energy sites. That keeps OMCs, paints, tyres, chemicals and the rupee in focus.

πŸ”₯ IPO: Jio Platforms' β‚Ή22,103 Cr IPO closes today. It was 5.51x subscribed after Day 2 (QIB 13.14x, Retail 1.53x).

πŸ“… Q2 Results Today: Infosys, Dr Reddy's, BPCL, Bank of India, Adani Power, Coforge, Godrej Properties, Jindal Steel

πŸ›οΈ RBI: MPC minutes say further rate hikes may be considered if inflation persists.

For educational purposes only. Not investment advice.
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πŸŒ… Yagath Stocks | Pre-Market Brief | 27 Oct 2026

πŸ“Š Nifty: 22,753.20 (+0.68%)
🏦 Bank Nifty: 54,366.70 (+0.15%)

πŸ’° FII: -β‚Ή1,462 Cr (net sold) | DII: +β‚Ή2,610 Cr (net bought) (Mon, provisional)

🌍 Global: GIFT Nifty ~22,670 (-0.5%) | US higher overnight (Nasdaq +0.8%) | Asia mostly higher | Brent ~$114.6 | USD/INR 95.22 (Mon close)

πŸ”₯ Major Event: Q2 results today from L&T, Maruti Suzuki, Bajaj Auto, Tata Steel, Cipla and SBI Life, with auto, metals and capital goods in focus. Jio Platforms is expected to list on 28 Oct.

πŸ›’οΈ Macro: Brent is near six-month highs on the Iran conflict, which matters for India's import bill and the rupee. The US Fed's two-day meeting starts today.

⚑ Trading Update: Nifty and Bank Nifty October monthly F&O contracts expire today. Ambuja Cements, Kaynes Technology and SAIL are in the F&O ban.

For educational purposes only. Not investment advice.
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πŸŒ… Yagath Stocks | Pre-Market Brief | 28 Oct 2026

πŸ“Š Nifty: 22,749.75 (-0.02%)
🏦 Bank Nifty: 53,974.90 (-0.72%)

πŸ’° FII: +β‚Ή4,240 Cr (net buy) | DII: -β‚Ή1,250 Cr (net sell) (27 Oct, provisional)

🌍 Global: GIFT Nifty ~22,656 (-0.4%) | US higher (Nasdaq +1.2%, S&P +0.6%) | Brent ~$115 | USD/INR 95.12 (27 Oct close)

πŸ”₯ Major Event: Jio Platforms lists on NSE and BSE today after its β‚Ή30,213 Cr IPO (issue price β‚Ή1,119, subscribed 22x), putting telecom and Reliance group stocks in focus.

πŸ“ˆ Earnings: HUL reports Q2 results today. L&T (profit +33%), Bajaj Auto (+35%), Maruti Suzuki (-26%) and SAIL (profit nearly 4x) reported Q2 numbers.

πŸ›’ Crude: Brent is near a 4-year high on supply risk in Iran and the Gulf, which matters for oil marketing companies, the rupee and inflation.

πŸ‡ΊπŸ‡Έ The US Fed announces its rate decision tonight (IST), after Indian markets close. The Indian market's reaction comes on Thursday.

For educational purposes only. Not investment advice.
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Sharemarket Information – Important Points in Simple Words

1\. UNIMECH: Q2 revenue nearly doubled to β‚Ή123 crore. Net profit doubled to β‚Ή31.8 crore, beating estimates. EBITDA margin improved to 39.84% from 29.91%.

2\. Government – LTCG & STT: Government is seeking investor opinions on capital gains tax and STT to make Indian markets more attractive to foreign investors.

3\. ROUTE Mobile: Q2 EBITDA fell to β‚Ή115 crore from β‚Ή136 crore. EBITDA margin declined to 9.77% from 12.2%. Profit before exceptional items was β‚Ή100 crore.

4\. ELANTAS BECK INDIA: Gujarat Pollution Control Board permanently revoked the closure order for its Ankleshwar manufacturing plant. Positive development.

5\. JIO PLATFORMS: Shares are scheduled to begin trading on October 28. Q2 results are due on October 30.

6\. QUICK HEAL: Q2 net profit fell to β‚Ή5.8 crore from β‚Ή7.9 crore. EBITDA dropped to β‚Ή2.3 crore from β‚Ή9.2 crore. Weak results.

7\. MARUTI SUZUKI: Management expects domestic sales volume growth above 10%. Margins are expected to improve compared with the previous quarter, while exports may grow more slowly.

8\. LARSEN & TOUBRO (L&T): Company maintains its growth and order outlook. Order inflows and margins are expected to improve in Q4.

9\. BAJAJ AUTO: Management is optimistic about the business outlook. Export volumes are expected to remain strong at around 7.5 lakh units per quarter.

10\. SBI LIFE: Maintains FY27 retail premium growth guidance of 14–15% and VNB margin guidance of 26–28%.

11\. JSW INFRA: Increased FY27 logistics EBITDA margin guidance to 28% from 24%. Plans to expand port capacity to 300 million tonnes by FY28 and 400 million tonnes by FY30.

12\. JYOTI STRUCTURES: Won a new order worth β‚Ή649 crore. The company's market capitalisation is around β‚Ή1,100 crore.
Sharemarket Information

1\. Airtel: Market capitalisation is β‚Ή12,17,115 crore.

2\. Jio Platforms: Market capitalisation is β‚Ή13,05,242 crore.

3\. FII Investment: Ridham Desai says cutting the 12.5% LTCG tax alone will not bring foreign investors back. FIIs will return when company earnings grow, valuations become attractive, and Indian stocks give better returns than global markets.

4\. OnMobile Global: Signs a 3-year deal with Savex Technologies to expand its ONMO+ Smart Console business across India.

5\. ACME Solar: Signs a deal with NTPC to supply 400 MW of renewable power at β‚Ή4.37 per unit from June 2028.

6\. Vaibhav Global (Q2 Results):

* Revenue increased to β‚Ή938 crore from β‚Ή877 crore.

* Net profit decreased to β‚Ή41.7 crore from β‚Ή47.5 crore.

* EBITDA fell to β‚Ή68 crore from β‚Ή77.6 crore.

* EBITDA margin declined to 7.25% from 8.84%.

7\. Navin Fluorine: Extends its $410 million contract with Honeywell until 2032 and adds the potential to earn another $180 million in revenue.

8\. OnMobile Global (Q2 Results):

* Reported a net loss of β‚Ή10.5 crore compared with a profit of β‚Ή6 crore last year.

* EBITDA fell to β‚Ή1.5 crore from β‚Ή8.5 crore.

* EBITDA margin declined to 1.2% from 6.63%.
πŸŒ… Yagath Stocks | Pre-Market Brief | 30 Oct 2026

πŸ“Š Nifty: 22,936.75 (+1.05%)
🏦 Bank Nifty: 54,909.65 (+1.18%)

πŸ’° FII: -β‚Ή944 Cr (net sell) | DII: +β‚Ή1,924 Cr (net buy), 29 Oct

🌍 Global: GIFT Nifty ~22,988 (-60 pts) | US lower (Nasdaq -1.38%) | Asia lower (Nikkei -2.9%, Kospi -5.5%) | Brent ~$113 | USD/INR 95.25

πŸ”₯ Major Event: Brent is up over 2% on fears of further US military action against Iran, which matters for India's import bill and the rupee.

πŸ“‘ Q2 Results Today: Reliance, Sun Pharma, Bank of Baroda, BEL, GAIL, NTPC Green, Dixon, Max Healthcare, Varun Beverages

⚑ Trading Update: SEBI Chairman says the regulator will review FPI compliance rules and seek public feedback. Reports that the govt is considering a cut in LTCG tax on equities ahead of Budget 2027-28 remain in focus.

For educational purposes only. Not investment advice.
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Sharemarket Information

1\. Cosmo First: Q2 net profit increased 111% to β‚Ή99 crore. Revenue grew 51% to β‚Ή1,388 crore. EBITDA increased 38% to β‚Ή177 crore. Its different business segments showed strong growth. The company plans to expand its chemical-coated film and barrier sheet production capacity.

2\. Khazanchi Jewellers: The company has moved from the SME platform to the main stock exchange (Mainboard). It aims to grow its business towards β‚Ή5,000 crore.

3\. Magellanic Cloud: The company has completed preparations for its new drone and counter-drone facility through a joint venture. Operations will begin in phases.

4\. Emerald Finance: The company has partnered with Unity Small Finance Bank to source gold loan customers across India. This will help expand its gold loan business.

5\. Jio Platforms: Jio is in talks with US companies Comcast and Charter to license its technology in exchange for shares. Its separate talks with South Africa's MTN failed due to differences over valuation.

6\. HEG: The company approved a β‚Ή475 crore project to manufacture crucibles. This will help support its anode plant, reduce costs and improve efficiency.

7\. SPML Infra: The company received a new β‚Ή186.41 crore order from Power Grid. Its market capitalisation is around β‚Ή1,150 crore.

8\. Angel One: In October, its average client funding increased 34.8% YoY to β‚Ή7,806 crore. Its total client base grew 17.4% to 4.06 crore.

9\. Lupin:

* Q2 net profit decreased to β‚Ή1,160 crore from β‚Ή1,478 crore.

* Revenue increased to β‚Ή7,230 crore from β‚Ή7,048 crore.

* EBITDA decreased to β‚Ή2,120 crore from β‚Ή2,341 crore.

* EBITDA margin fell to 27.2% from 33.22%.
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May this Diwali bring happiness, prosperity, and new opportunities into your life.

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Wishing you and your family a very Happy Diwali 2026!