INDIAN SHARES✨
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Mkt guide n fundamentally strong del.based calls.Only for learning .I have 25yrs+ exp. in stock mkt...mantra-to b rich,avoid speculation.mail-contactindianshares@gmail.com Official Twitter : (@INDIANSHARES_PT): https://twitter.com/INDIANSHARES_PT?s=01
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منشورات القناة
| 2 |  لا يوجد نص... | 20 |
| 3 | Esds software settled at 746 vs 429 ipo rate.
Lucky allottees enjoy gains | 21 |
| 4 | There are rumours in mkt that NSE ipo may come by 4th week of sept.
And after upgrading validations by nse at 5.25 lac cr.price band could be 2050-2300 per share.
Let's see what actually comes .
But one thing is sure jio platform and nse are most awaited ipos , and can create record in subscription figures. | 32 |
| 5 | The key trigger to increase Axis's weight would be sustained improvement in ROA toward 1.6–1.7%, NIM toward 3.8%, and continued 15%+ credit growth. For ICICI, the key is maintaining ~2.2%+ ROA, strong deposit growth and low credit costs.. In latest news ICICI Bank increased stake in icici prudential insurance co .
This is full knowledge sharing article for investors to take informed decesion. | 34 |
| 6 | Tier-1/capital ratios and asset quality: If by your “T ratios” you mean Tier-1 capital ratios, ICICI had a very strong CET-1 ratio of 16.35% and total capital adequacy ratio of 17.18% at March 2026. Axis reported Tier-1/CET-1 of roughly 14.4% and total capital adequacy of 16.42%. Both have comfortable capital buffers, but ICICI has the stronger capital position. Asset quality is also excellent at both banks: ICICI's March 2026 GNPA/NNPA were 1.40%/0.33%, while Axis reported 1.23%/0.37%. ICICI therefore has a slight advantage on net asset quality, while Axis has a slightly lower gross NPA.
FII and DII holding: The latest June 2026 data shows ICICI Bank at approximately 33.79% FII and 58.35% DII, while Axis Bank was around 39.91% FII and 42.69% DII under the comparable market classification. The important trend is that foreign ownership in both banks has moderated, while domestic institutional ownership has become increasingly important. For ICICI, FII ownership fell from about 34.5% in March to 33.8% in June, while mutual-fund ownership increased to around 29.6%. Axis saw FII/FPI holding decline from about 42.0% to 39.9% in June, while DII ownership remained around 42.7%. The broader institutional trend is favourable for both banks because domestic institutions have been increasing exposure to Indian private banks.
Subsidiaries are another major advantage for both banks, but the nature is different. ICICI has a very valuable financial-services ecosystem comprising ICICI Prudential Life Insurance, ICICI Lombard General Insurance, ICICI Securities, ICICI Prudential Asset Management, ICICI Home Finance and other group businesses. The insurance and asset-management businesses provide an additional long-term earnings engine: in FY26, ICICI Prudential Life's PAT rose to ₹1,600 crore and ICICI Lombard's PAT increased to ₹2,772 crore. Axis has a broad “One Axis” ecosystem consisting of Axis Capital, Axis Securities, Axis Finance, Axis Asset Management/Axis Mutual Fund, Axis Trustee, A.Treds, Freecharge and Axis UK, along with its interest in Axis Max Life. Axis Bank and its subsidiaries held 19.02% in Axis Max Life as of March 2026.
Future growth outlook: ICICI's biggest advantage is that it does not need exceptionally high loan growth to generate attractive shareholder returns. Its combination of 15–20% credit growth, strong deposit mobilisation, ~38–40% CASA, low credit costs, high ROA and strong capital can support sustainable compounding. The latest Q1 FY27 performance strengthens this argument, with PAT up 15.9%, loans up 19.6% and deposits up 14%. Research estimates also point toward a gradual recovery in earnings growth; one major brokerage's FY27/FY28 estimates imply ICICI PAT of roughly ₹56,600 crore/₹65,900 crore, with ROA around 2.2–2.3%.
Axis Bank's future opportunity is more of an acceleration story. Its loan growth is currently considerably faster than ICICI's, particularly in corporate, SME and business banking. FY26 corporate loans grew about 38% and SME loans 24%, while retail grew 8%. Management is targeting a more balanced 70% retail/SME and 30% wholesale loan mix over its planning horizon and expects NIM to move back toward its through-cycle 3.8% level. If NIM recovers while credit costs remain controlled, Axis can deliver a substantial rebound in EPS and ROE. The available FY27/FY28 estimates from Motilal Oswal indicate PAT growth of roughly 29% and 23%, respectively, compared with ICICI's more moderate but higher-quality growth profile.
My investment comparison--
ICICI Bank = better quality + better ROA/ROE + stronger asset quality + larger franchise + more consistent compounding. Axis Bank = lower valuation + faster current loan growth + improving deposit franchise + potentially greater earnings recovery if NIM and ROE improve. | 32 |
| 7 | Comparison series no 3.
ICICI Bank vs Axis Bank — Detailed Fundamental Comparison
Based on the latest FY26 numbers, June 2026 shareholding data and the available research views, ICICI Bank currently has the stronger overall earnings quality and profitability profile, while Axis Bank offers a relatively lower valuation with faster balance-sheet expansion and a stronger CASA mix. For a 3–4 year investment horizon, I would give ICICI Bank the edge on consistency and return ratios, while Axis Bank becomes more attractive if its higher loan growth translates into improving NIM and ROA.
Business size and network: ICICI Bank is substantially larger. As of March 2026 it had 7,511 branches and 12,087 ATMs/cash-recycling machines, and by June 2026 the network had increased further to 7,608 branches and 12,190 ATMs/cash recyclers. Axis Bank had 6,275 branches and 12,796 ATMs/cash recyclers at March 2026, with about 47% of branches in rural and semi-urban areas. Thus, ICICI has the larger branch franchise, while Axis has a slightly larger ATM/cash-recycler network. ICICI is also continuing to expand its rural, semi-urban, business-banking and digital distribution, which should support deposit mobilisation over the next few years.
Deposits, loans and CASA: ICICI's FY26 deposits stood at ₹17.95 lakh crore, up 11.4%, while its loan portfolio was ₹15.54 lakh crore, up 15.8%. Its average CASA ratio was 38.6% in Q4 FY26. Axis had FY26 deposits of ₹13.36 lakh crore, up 14%, and advances of ₹12.34 lakh crore, up 19%; its CASA ratio was around 40%. Therefore, Axis is currently growing its loan book and deposits faster, but ICICI has the larger absolute franchise and a better historical ability to convert its deposit franchise into profitable lending. ICICI's latest Q1 FY27 numbers are particularly encouraging: loans grew 19.6% YoY, deposits 14%, while business banking grew 28.2% and rural banking 35.4%.
Revenue and profitability: On a standalone basis, ICICI Bank's FY26 total income was approximately ₹2.01 lakh crore, compared with ₹1.53 lakh crore for Axis Bank. ICICI's net profit was ₹50,147 crore, versus ₹24,457 crore for Axis Bank. The difference is not merely because of size: ICICI's FY26 ROA was around 2.2%, while Axis was around 1.45%, showing substantially better profitability from ICICI's asset base. ICICI also delivered FY26 PAT growth of 6.2%, while Axis's standalone PAT declined about 7%, partly because of margin pressure and higher provisions.
Three-year growth picture: Looking at FY23–FY26, ICICI's total income increased from about ₹1.29 lakh crore to ₹2.01 lakh crore, implying roughly 15.9% CAGR, while net profit increased from about ₹31,897 crore to ₹50,147 crore, around 16.3% CAGR. Its annual profit growth was approximately 28.2% in FY24, 15.5% in FY25 and 6.2% in FY26. Axis's total income increased from approximately ₹1.02 lakh crore in FY23 to ₹1.53 lakh crore in FY26, around 14.6% CAGR, while net profit rose from ₹9,580 crore to ₹24,457 crore, a mathematically high ~36.7% CAGR, although this is heavily influenced by the depressed FY23 base. Annual Axis profit growth was approximately 159.5% in FY24, 6.1% in FY25 and -7.3% in FY26. In other words, ICICI has the much cleaner and more consistent earnings-growth trajectory, whereas Axis has had a larger turnaround component.
Book value and valuation: Moneycontrol's FY26 ratio data puts ICICI Bank's book value at roughly ₹471/share and Axis Bank's at approximately ₹661/share. Equitymaster's comparable FY25 data showed ICICI trading at a significantly higher P/B multiple than Axis—around 2.8x versus 2.0x—while P/E was also higher for ICICI. This premium is largely justified by ICICI's superior ROA, ROE, asset quality and earnings consistency. Axis therefore provides more valuation comfort, while ICICI provides better quality of earnings | 22 |
| 8 | A sustained move above 24,200 could trigger short covering towards 24,300–24,400, whereas failure to hold 23,750 would keep the corrective structure intact and bring 23,600 into focus. RSI has slipped below 40 and the index remains below key moving averages, so today's gap-up should ideally be followed by a sustained close above 24,000 rather than merely an intraday spike.
Bank Nifty closed at around 57,172. The important immediate support zone is 56,900–56,800, while resistance is around 57,350–57,500. A decisive breakout above 57,500 can improve the banking setup and support Nifty, whereas failure near this zone could bring profit-booking back into financials. The broader options setup also shows Bank Nifty max pain around 57,500, making that level particularly relevant for today's trade.
Among stocks in focus, Power Grid is important after receiving a Letter of Intent for a major interstate transmission project linked to renewable-energy evacuation in Rajasthan. The project involves HVDC terminals and associated transmission infrastructure, reinforcing the long-term transmission-capex theme. Inox Wind is also in focus after securing a ₹755 crore turnkey order from Indian Oil, while BEML has received an approximately ₹180.6 crore order related to Vande Bharat sleeper trainsets. These developments keep power, renewables, railway and infrastructure stocks on the radar.
Meesho is likely to be one of today's biggest stock-specific stories because of an expected block deal. A SoftBank-related investment vehicle is reportedly looking to sell around 7 crore Meesho shares, equivalent to approximately 1.5% of the company's paid-up equity, at a floor price of ₹205 per share. The transaction size is around ₹1,435 crore, with the floor price reportedly representing roughly a 3% discount to the previous close. This is a secondary sale rather than a fresh fund-raising by Meesho, so the immediate issue is supply/overhang rather than dilution from new shares. Traders should watch whether the block is absorbed comfortably; strong absorption could actually remove an overhang, while aggressive selling in the open market could pressure the stock.
Hexaware Technologies remains in focus after the appointment of Vivek Jetley as CEO-designate, with the transition scheduled for October 28. Happiest Minds is also attracting attention around its strategic AI-related developments, while Swiggy will be removed from MSCI global indexes effective September 7, which could create index-related passive flows. In the renewable space, Inox Wind's order is particularly significant given the company's current positioning in the F&O ban-risk zone, so traders should keep an eye on position limits and volatility. | 19 |
| 9 | Good morning 🌄
Indian equities are set for a positive opening today, with GIFT Nifty around 24,094, indicating roughly a 180-point gap-up from Wednesday’s Nifty close of 23,914.45. The rebound comes after three consecutive sessions of weakness, but the key question will be whether the index can sustain levels above 24,000 after the opening. Asian markets are broadly positive and US equities recovered overnight, with the Dow gaining 0.6%, S&P 500 0.5% and Nasdaq 0.5%. The positive global setup is being partly offset by elevated crude prices and geopolitical tensions.
The biggest positive macro development for India is the huge FCNR(B) mobilisation. India attracted around $136.38 billion of foreign-exchange inflows through the special facility, of which approximately $127.23 billion came through FCNR(B) deposits, with the balance coming from overseas foreign-currency borrowings and ECB-related inflows. The response was substantially stronger than initially anticipated, prompting the RBI to close the FCNR(B) window ahead of the original September 30 deadline. This strengthens India's near-term dollar liquidity and gives the RBI greater firepower to manage rupee volatility, although these deposits represent future foreign-currency repayment liabilities. India's forex reserves had reached about $729.3 billion by August 21.
The rupee closed around ₹94.97 per dollar on Wednesday. The combination of high crude, elevated US Treasury yields and Middle East tensions remains a negative for the currency, but the enormous FCNR inflows and RBI intervention provide an important cushion. For the market, a stable rupee despite Brent remaining near $96 would be a positive signal; another decisive move above ₹95 could, however, increase imported inflation concerns.
Brent crude closed at $95.63 per barrel last night, up about 1%, reaching another six-week high as renewed US-Iran tensions increased concerns over supply disruptions. WTI also remained above $90. The oil market has now risen sharply over the last three sessions, keeping India's energy-import bill, inflation and rupee trajectory under pressure. If Brent remains above $95, expect continued relative pressure on airlines, paints, chemicals, tyres and other crude-sensitive sectors, while upstream oil producers can remain beneficiaries.
Gold also remained firm, with international gold around $4,433/oz in the latest Wednesday close/overnight pricing. Safe-haven demand from geopolitical uncertainty continues to support bullion, while the dollar and US yields are the main factors preventing a much stronger move. Domestically, gold prices therefore remain sensitive to both global bullion prices and the rupee.
The FII/DII numbers provide an interesting divergence. FIIs were strong net buyers of ₹6,688.4 crore in the cash market on September 2, while DIIs bought another ₹2,813 crore, taking combined institutional cash buying to roughly ₹9,501 crore. FII cash buying over the last two sessions is now around ₹7,832 crore, while DIIs have remained consistently supportive. However, the derivatives picture is considerably more cautious: FIIs were net sellers of approximately ₹1,117 crore in index futures and ₹13,852 crore in index options, while they bought about ₹2,604 crore in stock futures.
The FII index-futures long/short ratio remains extremely bearish at approximately 9:91, although it improved marginally from around 9.11% longs previously to about 9.97% longs on September 2. FIIs have been adding shorts in index futures despite the large cash-market buying. This divergence is important: it means the market has substantial short-covering potential if Nifty convincingly moves above 24,000–24,050, but until that happens, the derivatives positioning remains a major caution signal.
Technically, Nifty's first major battle today is 24,000–24,050. Immediate support is around 23,780–23,750, followed by 23,600 and 23,450. On the upside, 24,030–24,050 is the first hurdle, followed by 24,150–24,200. | 22 |
| 10 |  لا يوجد نص... | 30 |
| 11 | Overall view: Today's combination of higher oil + higher US yields + stronger dollar + renewed Iran-US attacks is negative for Indian equities, particularly rate-sensitive and oil-dependent sectors. However, strong domestic growth, auto demand and selective stock-specific earnings stories provide support. The 24,000 Nifty level is the line to watch—holding it can produce another range-bound recovery, while a decisive breach would increase downside risk towards 23,800–23,900. | 32 |
| 12 | Good morning 🌄
Global setup: Indian markets are likely to open weak today. GIFT Nifty was around 24,042, indicating a discount of roughly 48 points to the previous Nifty futures close. Nifty closed yesterday at 24,055.80, while Sensex ended at 76,944.28. The immediate market mood is being dominated by the renewed US-Iran military escalation, sharply higher crude and a global bond-market selloff.
US-Iran war: The conflict has escalated significantly again. The US launched a fresh wave of strikes against Iranian Revolutionary Guard targets around Iran and the Strait of Hormuz, citing attacks on commercial shipping and US personnel. Iran has retaliated with missile and drone attacks against US-linked military assets in Jordan and Bahrain. The key concern for markets is now the Strait of Hormuz, through which a very large portion of global oil supply normally passes. Any prolonged disruption could push crude considerably higher and create another inflation shock.
Crude and inflation: Brent has moved sharply higher and was around $95–97 a barrel, after rising more than 4% in the previous session and extending gains today. WTI was around $91. The immediate risk is that sustained Brent above $100 could feed into India's inflation, current-account deficit, rupee and corporate margins. Oil-importing sectors such as aviation, paints, chemicals and some consumer businesses could face pressure, while upstream oil producers and selected energy companies could benefit.
Bond yields and gold: The unusual feature of the current geopolitical rally is that gold is also under pressure, despite the war. The reason is the sharp rise in Treasury yields and the dollar. The US 10-year yield has moved towards 4.8%, as markets worry that higher oil prices will keep inflation elevated and potentially delay monetary easing. Gold fell more than 2% yesterday to around $4,342/oz and has slipped below its 200-day moving average near $4,528, triggering technical selling. Normally war supports gold, but currently the yield/dollar effect is overpowering the safe-haven demand. If yields subsequently cool, gold could regain strength quickly.
Auto sales: August automobile numbers remained broadly strong, helped by a favourable year-ago base and improving festive-season demand. Maruti reported 2,19,220 total units, up 21.3% YoY, although volumes declined sequentially. Mahindra's overall vehicle sales rose 42% to 1,07,648, with SUVs up an impressive 50% to 59,257 units. Bajaj Auto's total sales rose 28% to about 5.35 lakh units, while exports jumped 51%. Tractor demand also remained healthy, with Escorts Kubota's domestic tractor sales up 20.5% to 9,523 units. The broad message is that rural and SUV demand remains strong, although the low-base benefit will gradually diminish.
Brokerage/technical stock views: Stock-specific opportunities remain despite the weak index setup. Current technical calls include TCS with a target around ₹2,430 and support/stop-loss near ₹2,330; ONGC has a target around ₹242 with ₹230 as the risk level; Eternal has a target near ₹342 with ₹315 as the stop; Welspun Living has a target of ₹212 against ₹191 support; and IPCA Laboratories has a target near ₹2,127 with ₹1,918 as the stop. Himadri Speciality Chemical and Garuda Construction have also featured in technical recommendations. These are trading calls rather than long-term investment targets.
Indian market technical outlook: The most important level remains 24,000 on Nifty. Nifty closed at 24,055.80 yesterday, so a decisive break below 24,000 could open the way towards 23,900–23,800, with the next important support around 23,823–23,890. On the upside, 24,150–24,250 is the first resistance zone, followed by 24,380; only a sustained move above 24,250–24,380 would improve the short-term structure. For today, the strategy remains sell-on-rise rather than aggressive buying, unless crude cools or there is a positive development on the Iran-US front. | 31 |
| 13 |  Gift nifty -66
Yesterday midnight US carried fresh attacks on Iran . And said if iran retaliate, than US will respond with big strong attack.
Brent crude spiked $95.
World wide gas prices also inches up.
Saudi sold bonds to to support its economy.
Overall things going worse.
In our country commodity prices going up, sugar, oil,
Cooking oil, gas all inching up gradually, will lead to inflation. | 29 |
| 14 | Hy-Tech Engineers IPO
This issue led the group with a massive total subscription of 244.41 times. [1]
2. Symbiotec Pharmalab IPO
The public issue witnessed strong investor interest, closing with an overall subscription of 75.06 times. [1]
3. Skyways Air Services IPO
The logistics and aviation firm closed its bidding window with a final subscription of 71.25 times. [1]
Sky ways 8% down
Symbiotic down 6%
Hytech eng up 21%
Check above subscription figures n listing rates. Gmp nowhere in co relation to listing rates , those are punters rates , to push ipo or for self interest . But good ipo stories will win. | 39 |
| 15 | Skyway air ipo 13 rs down vs ipo rate in pre open.
We gave skip to ipo.
Though ipo was subscribed multifold | 36 |
| 16 |  Stock will open strong | 34 |
| 17 | The transaction is subject to regulatory and shareholder approvals and could take around 15 months. Happiest Minds is therefore likely to see very high volatility today, while the deal gives ITC's technology business significantly greater scale and AI/digital capabilities.
Happiest Minds +1
Other stocks in focus: ITC and Happiest Minds apart, auto companies, PVR Inox, NCC, TBZ, Milky Mist, Sun Pharma, Aster DM Healthcare, EPL, E2E Networks and several companies with fresh orders/results or corporate developments are likely to remain active. IT stocks could also remain sensitive to the rise in U.S. yields and the dollar, while oil-sensitive sectors could face pressure if Brent remains above $90.
FII/DII picture remains a major warning signal. On August 31, FIIs were net sellers of approximately ₹7,986 crore, while DIIs bought around ₹4,589 crore. The large FII selling means domestic institutions are currently absorbing a substantial portion of the foreign selling, but if crude and geopolitical risks persist, the pressure can continue.
Nifty technical outlook
Technically, 24,000 is the key make-or-break level. With GIFT Nifty indicating an opening near 24,175, the first battle will be around 24,150–24,000. If 24,000 holds on a closing basis, a technical rebound towards 24,250–24,300 and then 24,400–24,500 is possible. However, a decisive break below 24,000 can open the downside towards 23,850–23,700, while 23,600 becomes the next important support zone.
My view for today: The bias is cautious/negative below 24,300. Avoid aggressive buying at the opening because the combination of GIFT Nifty -64, Brent $91.21, renewed U.S.-Iran escalation, U.S. 10-year yield near 4.78% and heavy FII selling is unfavourable. However, if Nifty holds 24,000 and crude starts cooling, a sharp intraday recovery is possible. 24,000 support and 24,300 resistance are the two most important levels today. | 36 |
| 18 | Good morning 🌄
Market Update — Tuesday, 1 September 2026
GIFT Nifty is now down around 64 points, indicating a cautious-to-negative opening for Indian equities, with the index hovering around the 24,175–24,200 zone. The overnight setup has deteriorated as geopolitical tensions push crude higher and U.S. bond yields remain elevated. Nifty had already closed at a one-month low yesterday, while foreign investors sold heavily. The immediate mood therefore remains defensive, although India's strong 7.8% Q1 FY27 GDP growth provides an important domestic cushion.
Crude is the biggest risk today. Brent is around $91.21/barrel, reflecting the sharp escalation in the U.S.-Iran conflict. Higher crude is negative for India because it can pressure the rupee, inflation and corporate margins, particularly airlines, paints, chemicals, tyres and other crude-consuming sectors. Conversely, upstream oil producers and some energy stocks can remain relatively stronger. The market will closely watch whether Brent sustains above $90; a move towards $95–100 would significantly increase the risk premium for Indian equities.
War update: The U.S.-Iran conflict has intensified again, with Iran launching retaliatory missile attacks against U.S.-linked military positions in the region after U.S.-Israeli military action. This has pushed oil sharply higher and created fresh concerns around energy supplies and the Strait of Hormuz. The important market trigger now is whether the conflict spreads further across Gulf countries or whether diplomatic efforts can contain it. Until there is clarity, crude, gold, dollar and bond yields are likely to remain volatile.
Dollar/rupee: The rupee had actually finished August on a relatively firm note, reaching a near four-week high, helped by equity-related flows and RBI support. Current USD/INR indications are around ₹95.1–95.2, but the crude spike creates renewed depreciation pressure. A sustained move above ₹95.50–96 would be negative for the broader market because it could increase imported inflation and complicate the RBI's policy environment.
U.S. bond yields are another concern. The U.S. 10-year Treasury yield has moved above 4.75% and is around 4.78%, its highest level in roughly 19 months. Rising crude is reviving inflation concerns and reducing expectations of aggressive monetary easing. Higher U.S. yields generally make emerging-market equities less attractive and can encourage foreign portfolio outflows from India.
Auto stocks will be in focus today because August sales numbers are being released. July had been exceptionally strong, with domestic passenger-vehicle volumes rising about 34.3% YoY, two-wheelers about 22.6% and three-wheelers about 33.4%. August numbers will therefore be important for judging whether the momentum is continuing into the festive season. Early reported numbers include SML Isuzu total sales of 1,175 units, up 40% YoY, including passenger vehicles at 683 units, up 31%. The major numbers from Maruti, Tata Motors, Mahindra, Hyundai, Bajaj Auto, TVS, Hero and Eicher will remain key triggers during the day.
Bajaj Auto has already reported August data showing total vehicle sales of about 4.18 lakh units, up roughly 5% YoY. Two-wheeler volumes were around 3.42 lakh, with exports rising strongly while domestic two-wheeler sales remained weak. This makes the domestic-vs-export mix particularly important for interpreting today's auto reaction.
Happiest Minds is one of today's biggest corporate triggers. ITC Infotech has proposed acquiring about 22.1% of Happiest Minds from its promoters for ₹1,330 crore, followed by a merger through a share-swap arrangement. The proposed combined business is expected to have around ₹7,033 crore of FY26 pro-forma revenue, more than 19,000 employees and 800+ customers, with an ambition of reaching $1 billion annual revenue by FY28. Existing Happiest Minds shareholders are proposed to receive 25 shares of ITC Infotech for every 81 Happiest Minds shares. | 35 |
| 19 | India april-june Gdp 7.8% vs 7.3% expected. | 36 |
| 20 |  لا يوجد نص... | 37 |
