Balrampur Chini Mills said current sugar inventories are sufficient to meet domestic demand until October or the first week of November, and it has not received any formal government communication on restricting diversion of sugarcane juice or B-heavy molasses to ethanol. The company reported Q1FY27 revenue of ₹1,637 crore, net profit of ₹44 crore and a margin of 6.96%. Sugar prices have risen 10% over the past month, and the government is considering curbs from the season starting October to cool domestic prices, according to a Reuters article. The company put all-India production costs at around ₹42 per kg, said ethanol prices have not risen in three years while cane prices are up 16.5%, and estimated current capacity utilisation at about 85%.

Senco Gold reported a 67% year-on-year rise in consolidated revenue to Rs 3,056 crore for the quarter ended June 30, 2026, while consolidated profit after tax fell 3% to Rs 101 crore. The PAT margin narrowed to 3.3% from 5.7%, and the EBITDA margin declined to 7% from 10%. The company attributed the margin squeeze to promotional discounting, lower gold prices and changes in customs duty. Shares fell more than 8% on the day.

India’s gold ETF net inflows fell 55% month on month in July, while silver ETF inflows dropped 70%, according to data from the Association of Mutual Funds in India. Gold ETF assets under management rose to Rs 1.73 lakh crore, while silver ETF AUM slipped to Rs 77,676 crore. Gold ETFs posted an average return of 1.37% for the month, while silver ETFs recorded an average loss of 2.48%.

Norsk Hydro’s Alunorte alumina refinery in Brazil cut production to 50% of capacity due to a gas shortage, tightening global alumina supply. Alumina prices are currently about 10% of aluminium prices, below the historical average of 14%–16%. NALCO surged as much as 8% intraday on Wednesday as alumina contributes 27% of its FY2026 EBIT and 44% of its FY2025 EBIT. Hindalco and Vedanta Aluminium rose about 3% as expectations of higher alumina prices boosted upstream names.

Trump Media and Technology Group and Crypto.com have ended two planned crypto partnerships, including a proposal to create a publicly traded CRO treasury company, as they reassessed strategy amid changing market conditions. CRO fell about 4% after the announcement. Yorkville America said it intends to continue its existing and planned ETF business despite Crypto.com’s withdrawal. Trump Media also disclosed it holds more than $600 million worth of bitcoin, ranking as the 14th-largest publicly traded corporate bitcoin treasury.

Godrej Consumer Products said Managing Director and CEO Sudhir Sitapati resigned with immediate effect, sending the stock down as much as 10% intraday to Rs 916 on the BSE. Citi said management reiterated its FY27 guidance and gave no indication of a change in strategy. CLSA kept an Underperform rating and cut its target price to Rs 772, while HSBC downgraded the stock to Hold and reduced its target to Rs 1,120. The company recently reported a 12% year-on-year rise in quarterly net profit to Rs 505 crore.

Optical communications component supplier Lumentum issued guidance for the first quarter of fiscal 2027, projecting revenue of $1.225 billion to $1.275 billion. The company set an operating margin target of 39.5% to 40.5%. The guidance was referenced from the company’s earnings conference call, according to an AI-generated summary published without human review, which cautioned that the information may be inaccurate.

Commonwealth Bank of Australia reported full-year results, with cash net profit up 7% year on year to A$11 billion, slightly ahead of market expectations. Operating income rose 6.2% to A$30.2 billion, while net interest margin edged down to 2.05% from 2.08%. The bank lifted its final dividend by 3.9% to A$2.70 per share. After the release, the stock fell 0.6% in line with the broader market.