A second source now corroborates Cisco cutting back Zensar business, with a quantified revenue hit Information Technology
Cisco (~$40M/year, ~6% of Zensar's revenue) is consolidating its IT vendor base; Zensar's TMT vertical — where Cisco sits — fell 8.7% QoQ in constant currency as overall revenue slipped 1.4% sequentially to $160.5M. This corroborates what was, as of the last session, a single-sourced client-reduction report, satisfying the open claim's own falsifier condition for corroboration.
Bajaj Auto's September sales missed on a 12% domestic two-wheeler decline; management blames a resolvable supply issue Automobiles
Total sales of 538,443 units (+5% YoY) missed the ~570,000-unit consensus, with domestic two-wheelers down 12% YoY even as two-wheeler exports rose 34%. The stock fell as much as 8% on the day. Management (JMD Rakesh Sharma) says supply-chain problems are resolved and October should improve — a near-term negative for the pending HOLD->BUY call flip, but one framed as supply-side, not a structural demand break.
REC-PFC merger commentary points to ~10% loan growth, below the 11-12% pace the open growth-deceleration claim is testing against Financial Services
Merger-announcement materials for the REC-PFC combination (aggregate loan book above ₹11 lakh crore, ~80% share of power-sector lending) cite roughly 10% FY27 loan growth and 12-15% admin-cost savings — supportive of, though not a clean test of, Morgan Stanley's growth-deceleration downgrade, since it predates the Q2/Q3 FY27 results the claim's falsifier actually targets.
Adani Ports beat FY26 guidance and announced a ~₹90,000-100,000cr five-year capex plan alongside a Colombo terminal capacity doubling Logistics & Transport
September cargo volume grew 11% YoY (container +15%); FY26 revenue, EBITDA and PAT all exceeded guidance (+25%/+20%/+16%) at 1.9x net debt/EBITDA and 16% ROCE. The Colombo West International Terminal's $750M Phase II, doubling capacity to 3.2M TEUs, was inaugurated Sept 30. This is a genuine multi-year capacity commitment, not just a good quarter, and argues against the pending BUY->HOLD call flip.
A single-sourced claim that CONCOR raised FY27 guidance to 18% looks like a repeat of a previously-flagged FY26/FY27 conflation Logistics & Transport
One source (TradingView/Quartr) states CONCOR revised FY27 volume guidance up to 18% overall (15% EXIM, 25% domestic) — figures that exactly match CONCOR's already-reported FY26 actual pace, not a new FY27 number. The company's own separately-stated FY27 guidance remains 8% EXIM / 15% domestic / 9.5% overall, a real deceleration from FY26. Treating this single, unconfirmed source as a guidance raise would repeat an error already identified in a prior session; it is not being used to change Growth Outlook.