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> *PARAS DEFENCE:* ๐ช - Management clarifies exposure to Israel is primarily through technology transfer, not direct export, exports to Israel account for less than 5%. - No current supply chain disruptions affecting component imports. - The company is linked to key Indian air-defence systems like BrahMos. - Sees India emerging as a global defence tech export hub.

> *PREMIER ENERGIES* โ๏ธ - Management expects US manufacturing to benefit from the proposed phase-out of solar and wind energy tax credits, though the bill remains in the draft stage. - Final policy on incentives likely in July. - The companyโs business plan remains aligned with Indian market trends. - Anticipates continued strong US demand despite potential incentive withdrawal.

Tesla is set to open its first showroom in Mumbai as early as mid July, which will be followed by one in New Delhi ๐

> *Lemon Tree Hotels* ๐จ - The Co. announced a Hotel Operating Agreement (HOA) for a new 'Lemon Tree Suites' hotel in Greater Noida, Uttar Pradesh. ๐จ - The hotel, operated by Carnation Hotels Private Limited will feature 336 suites, restaurants, a bar, a banquet, a swimming pool, a spa, and a fitness center!

> *OSWAL PUMP* - Management states PM-KUSUM Scheme 2.0 will be introduced in FY27. - Confirmed receiving expected dues under the current PM-KUSUM scheme after meeting vendors in April. - Earlier faced a 60โ90 day gap in government contracts. - Notes strong domestic demand and growing opportunities in global markets.

> *RATTANINDIA ENT* ๐๏ธ - Revolt Motors rolls out its 50,000th electric bike from the Manesar facility. - Plans to double capacity to 3 lakh units by 2026 and expand dealerships from 200 to 400 across South Asia and the Middle East. - Models like RV400 and BlazeX feature AI tech and lithium-ion batteries.

To Read More - https://substack.com/@marketarchive1/note/c-127569724?r=2eopzy


> *Lupin Ltd.* ๐ - The Co. announced a license and supply agreement with Sino Universal Pharmaceuticals (SUP) for the commercialization of Tiotropium Dry Powder Inhaler (DPI) in China. - This deal focuses on treating chronic obstructive pulmonary disease (COPD).

> *Nazara Technologies* ๐ฎ - The Co. launched ๐ฃ๐ผ๐ธ๐ฒ๐ฟ๐๐ฒ๐ฟ๐๐ฒ ๐ฉ๐ฅ - a multiplayer poker game. - The game is Developed by YesGnome and published by Nazara Publishing.

News reports on Adani's cargo $4.2 billion facility in Haifa port destroyed by Iranian strikes is false: Adani Group CFO