8Agenda covers auditor appointment and AGM prep
8Key item: full acquisition of Allenby Food & Beverages via share swap

8Long-term rating falls to A- (Negative) and short-term to A2+
8Find out what the factors are behind such ratings

8Processing units outside GIDC say they’re left out of state incentives
8Industry leaders warn 99% of units can’t modernise without support

8The note refreshes cracker and PDH economics across global regions
8For Indian players, it sharpens benchmarks for naphtha margins

8A floor price of Rs 67,220 per tonne is set till March 2026
8The move curbs Indonesian dumping and shields local mills

8Senior team speaks on Sept 2 in Mumbai
8price-sensitive info on the table

8A 9 MTPA complex is planned near Ramayapatnam Port
8The project boosts petrochem capacity as India eyes refining hub status

8Sales rose to Rs 1,64,899 lakh from Rs 1,43,951 lakh
8PAT held at Rs 17,982 lakh with EPS at Rs 7.23
8BEPL stayed debt-free with strong cash flow

8The partners scrapped a Gulf Coast CCS-linked ammonia plant
8Yara still eyes U.S. equity plays, Texas JV stays
8For India, it signals global flux in low-carbon ammonia bets

8BPRL’s 10% in Rovuma Basin Area 1 will shift into a new structure
8Assets move to Moz LNG1 AssetCo under a HoldCo in Abu Dhabi
8The revamp aligns with global project financing norms

8Motilal Oswal on Sept 1–2, Elara on Sept 3–4
8Group meets lined up, decks already online

8Meeting set for Sept 16 via video link
8Dividend of Rs 0.50 per share proposed
8Board reappointments also on agenda

8Revenue grew to Rs 1,826.8 cr in FY25, up from Rs 1,668.6 cr
8EBITDA, however, slipped to Rs 84.1 cr
8Net profit rose to Rs 51.4 cr despite pressure from low-cost imports
8Sourcing discipline and stronger LAB demand helped the rebound

The major denies media claims of altering offshore wind plans in Akita and Chiba
8It said no decision has been made and only official updates will count

India’s biggest oil producer is planning a central trading unit for crude and fuels
8HPCL buys 30 MT, MRPL imports 18–20 MT, and ONGC produces 42 MT
8Together that’s 100 MT of flows, making scale the obvious play
8A trading desk, they argue, would streamline pricing and trim waste

8Revenue hit RMB 1.5 trillion with net profit at RMB 84.01 billion
8Output rose 2% to 924 million BOE, with gas up 3.8%
8Wind and solar power jumped 70% year-on-year
8CCUS projects injected 1.3 million tons of CO?

Corporate governance, MD&A, and sustainability reports will be tabled
8The agenda packs in approval of the FY25 annual reports
8Statutory auditor reappointment is also on the list

8Kumar Mangalam Birla called FY25 a landmark year
8Growth, capex, and sustainability took centre stage
8And the auditors gave a clean chit with no adverse remarks

8A 20,000 MT annual slot has been awarded under the SIGHT Scheme
8The auction closed with Indorama securing the project
8The Haldia site will now anchor one of India’s first large ammonia allocations

8SEBI’s new circular allows one final compliance chance
8Valid from July 7, 2025, to January 6, 2026
8Investors who missed the 2021 cut-off can now reapply

8Voting runs Aug 29–Sept 27
8Shareholders can respond via e-voting or ballot
8Results due by Sept 29

Akzo Nobel India settled a 2017-18 GST dispute by paying only the tax component
8Interest and penalty were fully waived
8The original demand of Rs. 13.5 lakh now stands annulled

8A captive consumer has been found

8Here's what's happening today in the E&P, midstream-downstream, and CGD section

8Monthly report on indigenous crude oil production imports and processing and petroleum products trade July 2025 [PPAC]
8PPAC journal, August 2025 [PPAC]
8Compliance on awareness of CGD development plan for geographical areas [PNGRB]
8Minutes of open house on balance of month contracts and IGX rules [PNGRB]
8G E Shipping contracts to buy a Suezmax crude carrier [GES]
8Annual report 2024-25 [JD]
8Transcript of earning group conference call [EKCL]
8Annual report for the financial year 2024-25 [Refex]
8HAL Offshore Limited substantial acquisition of shares in Seamec Limited [Seamec]
827th annual general meeting and record date for the payment of dividend [GSPL]
8ONGC commences monetisation of Chinnewala Tibba gas in RKOEA [ONGC]
8Appointment of secretarial auditors of the company [MGL]
8Swan Energy rebrands as Swan Corp, announces strategic focus on high-growth sectors in India [Swan]
8Summary of proceedings of the 59th annual general meeting [CPCL]
8Transcripts of conference call with analyst [IOCL]