What The Ethanol Tender Change Means For Sugar Mills

In this episode of Markets Today, we decode 3 big stories — CERT-In's warning on AI agent cyberattacks, the ethanol procurement change hitting sugar stocks, and four jewellery stocks in focus this festive season.

CERT-In Warns On AI Agent Cyberattacks India's first official acknowledgement that autonomous AI agents breached live government and private IT systems, some during research and testing. CERT-In has not named the companies, departments or data involved, and says attacks that took days could now take hours.

Ethanol Tender Hits Sugar Stocks The ~11 billion litre tender for 2026-27 excludes ethanol from cane juice, sugar syrup and B-heavy molasses, after El Nino and a weak monsoon hit the crop. Dealers' sugar stock is capped at 1,000 quintals for 15 days from 15 October to 30 November to curb hoarding.

Four Jewellery Stocks In Focus Titan, Kalyan Jewellers, Senco Gold and Lalithaa Jewellery Mart are in focus as the gems and jewellery market is projected at ₹11.18 lakh crore by 2030. Lalithaa listed after a ₹201 IPO price and hit a ₹414 record high on 7 October, while buyers shift to lightweight and exchange purchases.