SKM INVESTMENT
رفتن به کانال در Telegram
1. Free Educational Purpose Group 2. Trust Yourself 3. Do only Profit Trades 4. Don't take Risk your Full Capital DISCALIMER: ALL POSTS ARE EDUCATIONAL PURPOSES ONLY. NO CLAIMS, RIGHTS RESERVED. THIS GROUP NOT RESPONSIBLE FOR YOUR PROFIT AND LOSS.
نمایش بیشتر2 133
مشترکین
اطلاعاتی وجود ندارد24 ساعت
-57 روز
-2730 روز
در حال بارگذاری داده‌ها
کانال‌های مشابه
ابر برچسب‌ها
اشارات ورودی و خروجی
---
---
---
---
---
---
جذب مشترکین
اکتبر '26اکتبر '26
اکتبر '26
+1
در 0 کانال‌ها
سپتامبر '26
+1
در 0 کانال‌ها
Get PRO
اوت '26
+1
در 0 کانال‌ها
Get PRO
ژوئیه '26
+1
در 0 کانال‌ها
Get PRO
ژوئن '260
در 0 کانال‌ها
Get PRO
مه '260
در 0 کانال‌ها
Get PRO
آوریل '260
در 0 کانال‌ها
Get PRO
مارس '260
در 0 کانال‌ها
Get PRO
فوریه '260
در 0 کانال‌ها
Get PRO
ژانویه '260
در 0 کانال‌ها
Get PRO
دسامبر '250
در 0 کانال‌ها
Get PRO
نوامبر '250
در 0 کانال‌ها
Get PRO
اکتبر '250
در 0 کانال‌ها
Get PRO
سپتامبر '250
در 0 کانال‌ها
Get PRO
اوت '250
در 0 کانال‌ها
Get PRO
ژوئیه '250
در 0 کانال‌ها
Get PRO
ژوئن '250
در 0 کانال‌ها
Get PRO
مه '250
در 0 کانال‌ها
Get PRO
آوریل '250
در 0 کانال‌ها
Get PRO
مارس '250
در 0 کانال‌ها
Get PRO
فوریه '250
در 0 کانال‌ها
Get PRO
ژانویه '25
+1
در 0 کانال‌ها
Get PRO
دسامبر '24
+1
در 0 کانال‌ها
Get PRO
نوامبر '240
در 0 کانال‌ها
Get PRO
اکتبر '240
در 0 کانال‌ها
Get PRO
سپتامبر '24
+2 948
در 0 کانال‌ها
| تاریخ | رشد مشترکین | اشارات | کانال‌ها | |
| 16 اکتبر | +1 | |||
| 15 اکتبر | 0 | |||
| 14 اکتبر | 0 | |||
| 13 اکتبر | 0 | |||
| 12 اکتبر | 0 | |||
| 11 اکتبر | 0 | |||
| 10 اکتبر | 0 | |||
| 09 اکتبر | 0 | |||
| 08 اکتبر | 0 | |||
| 07 اکتبر | 0 | |||
| 06 اکتبر | 0 | |||
| 05 اکتبر | 0 | |||
| 04 اکتبر | 0 | |||
| 03 اکتبر | 0 | |||
| 02 اکتبر | 0 | |||
| 01 اکتبر | 0 |
پست‌های کانال
HDB Financial Services (Q2 FY27, YoY) – Both NII, AUM growth and operating profit in line with expectation - Net profit up 34.3% to Rs 780 crore from Rs 581 crore. - Expectation Rs805.2cr, Revenue up 10.1% to Rs 5,005 crore from Rs 4,545 crore- Expectation Rs4355cr. NII Rs25374cr (up 15.6% YoY) - Expectation Rs2543cr. Operating Profit Rs1774cr vs Rs1530cr (YoY) - Expectation Rs1796cr. Loan loss provision Rs7370cr (down 2.5% YoY) - Expectation Rs1073.6cr
AUM Rs1.24 lakh cr (up 11.6% YoY) – Expectation growth 12% (YoY).
Bajaj Consumer announce impressive Q2 Ebitda and Ebitda margin - Net Profit up 65.9% at Rs 70.2 Cr vs Rs 42.3 Cr YoY. Revenue up 25.5% at Rs 333 Cr vs Rs 265 Cr YoY. EBITDA up 72.1% at Rs 82.3 Cr vs Rs 47.8 Cr YoY. EBITDA Margin at 24.7% vs 18% YoY
CEAT announce weak Q2 Ebitda and Ebitda margin - Net Profit down 39.8% at Rs 112 Cr vs Rs 186 Cr YoY. Revenue up 26.2% at Rs 4,762 Cr vs Rs 3,773 Cr YoY. EBITDA down 9.1% at Rs 457 Cr vs Rs 503 Cr YoY
EBITDA Margin at 9.6% vs 13.3% YoY.
Emmvee Photovoltaic announce impressive Q2 Ebitda and Ebitda margin - Net Profit up 60.5% at Rs 382 Cr vs Rs 238 Cr YoY. Revenue up 39.3% at Rs 1,576 Cr vs Rs 1,131 Cr YoY. EBITDA up 39.3% at Rs 556 Cr vs Rs 399 Cr YoY. EBITDA Margin Flat at 35.3% YoY
ICICI Lombard announce impressive Q2 Ebitda and Ebitda margin - Net Profit up 15.4% at Rs 946 Cr vs Rs 820 Cr YoY. Net Premium Earned up 17.7% at Rs 6,652 Cr vs Rs 5,652 Cr YoY and to Pay Interim Dividend of Rs 7/Share
MRPL Q2 announce impressive Q2 Ebitda and Ebitda margin - Net Profit at Rs 1,901 Cr vs Rs 946 Cr QoQ. Revenue down 15.1% at Rs 32,516 Cr vs Rs 38,254 Cr QoQ, EBITDA at Rs 3,279 Cr vs Rs 1,317 Cr QoQ
EBITDA Margin at 10.1% vs 3.4% QoQ. One-Time Loss of Rs 119 Cr vs Gain of Rs 472 Cr QoQ
Q2 Business Update
Landmark Cars Q2 Business Update - Revenue up 17.3% to Rs 1,943 crore YoY.
| 2 | Laurus Labs: Invests Rs 108 Cr in KRKA Pharma via Rights Issue. .- Positive
Hari Om Pipe: Commissions Two Solar Plants of 10 MW AC in Maharashtra. .- Positive
Dr Reddy's Laboratories: US FDA Issues 3 Observations to Visakhapatnam Unit. US FDA Concludes Inspection at Vizag Manufacturing Unit, Inspected from October 8-9.- Long term positive
GNG Electronics: In Pact to Lease Land in UAE's SAIF Zone with Government of Sharjah. SAIF Stands for Sharjah Airport International Free Zone.- Long term positive
JSW Energy – Company receives certified copy of NCLT order sanctioning its Scheme of Arrangement with GE Power India, paving way for demerger completion. – Positive
Crizac – Company unveils Partner Growth Program (PGP) to empower 17,400 counselling partners across 85 countries with free marketing tools, certifications & branding support. – Positive
Ahluwalia Contracts – Company bags Rs 310 Cr order from Bennett University (Times Group) for institutional building construction in Greater Noida, to be executed in 22 months. – Positive
RailTel – Company secures ₹197 Cr 5-year order from State Bank of India for MPLS and P2P telecom links across India. – Positive
Tata Consultancy Services – Company has been selected by MyState Limited, one of Australia’s leading financial institutions, to deploy the TCS BaNCS™️ Global Banking Platform. .- Positive
Transrail Lighting – Company secured new orders worth ₹408 crore), led by a greenfield Gas Insulated Substation (GIS) engineering, procurement, and construction (EPC) project in the Middle East and North Africa (MENA) region.- Positive
Quarterly Results Update
Leela Palaces (Q2 FY27, YoY) – Better than expected topline and Ebitda - Net profit up 26.5% to Rs 94.6 crore from Rs 74.7 crore.- Bloomberg Expectation Rs79.2cr. Revenue up 32.5% to Rs 412 crore from Rs 311 crore. .- Expectation Rs376cr. EBITDA up 36% to Rs 188 crore from Rs 138 crore. .- Expectation Rs170cr and EBITDA margin at 45.6% versus 44.4% YoY. .- Expectation Rs45.6%
Elecon Engineering Q2 – impressive Ebitda and Ebitda margin - Revenue of Rs 639 crore, up 10.6% year-on-year from Rs 578 crore. Net profit increased 9.9% YoY to Rs 96.4 crore from Rs 87.7 crore. EBITDA rose 17.8% YoY to Rs 148 crore from Rs 126 crore. EBITDA margin expanded to 23.1% from 21.7% in the year-ago.
Groww announce better than expected Q2 topline and bottomline - Net profit Rs725cr (down 1.4% QoQ) – Expectation Rs650cr, Revenue flat at Rs1502cr (QoQ) – Expectation Rs1434cr, Ebitda at Rs969cr (up 12% YoY) – expectation Rs966cr
Canara Bank Q2 Operating Profit and NII above expectation - Net profit up 8.4% to Rs 5,175 crore versus Rs 4,774 crore. – Expectation Rs4800cr. NII up 20% to Rs 11,004 crore versus Rs 9,141 crore. – Expectation Rs10740cr. Operating profit Rs8760cr (up 2% YoY) – Expectation Rs8330cr. Gross NPA at 1.33% versus 1.57% (QoQ). – Expectation 1.5%. Net NPA at 0.3% versus 0.36% (QoQ). – Expectation 0.3%. Fresh slippages up 3.5% to Rs 1,844 crore (QoQ).Provisions at Rs 1,782 crore versus Rs 2,080 crore. (QoQ) – Expectation Rs2050cr
BHEL announced strong Q2 results – above Bloomberg estimates Ebitda, topline and Ebitda margin - Income Rs9300cr (up 23.8% YoY) – Bloomberg Expectation Rs8550cr, Net profit Rs810cr – expectation 756cr, Ebitda margin at 11% vs 6.5% (QoQ) – expectation 8%, Ebitda Rs1026 (up 76.6% YoY) – Expectation Rs676cr
Tata Technologies (Q2 FY27, QoQ) – Marginally below estimates Ebit and Ebit margin - Net profit down 5.19% to Rs 171 crore from Rs 181 crore.- Expectation Rs200.4cr. Revenue up 2% to Rs 1,699 crore from Rs 1,665 crore. .- Expectation Rs1701cr. EBIT down 1.2% to Rs 219 crore from Rs 222 crore. .- Expectation Rs229.5cr and EBIT margin at 12.9% versus 13.3% QoQ. .- Expectation 13.5% | 58 |
| 3 | BHEL - Board of Directors approved capital investment proposal for additional facilities for manufacturing of Thermal & Nuclear Sets at HEEP-Haridwar Unit at an estimated cost of Rs 500 crore. BHEL board approved merging Electrical Machines Repair Plant (EMRP) unit with Electronics Division (EDN) unit.- Positive
September WPI Inflation At 11.39% Vs 9.92% MoM - Food Inflation At 8.66% Vs 7.05% MoM, Primary Articles Inflation At 8.67% Vs 7.76% MoM. Fuel & Power Inflation At 25.9% Vs 22.9% MoM. – Rising food price lifted wholesale inflation.
NSE Ltd - NSE IX and London Stock Exchange sign an MoU to explore cross-listings, derivatives, trading connectivity and new financial products across India and the UK. - Positive
Aeroflex Industries – Company announced a massive ₹202 crore (INR 2.02 billion) capital expenditure program. This strategic manufacturing expansion aims to capture soaring demand in high-growth infrastructure markets - positive
MapmyIndia – Company’s Mappls partners with MMRCL to integrate Mumbai Metro Line 3 (Aqua Line) data into Mappls App, enabling real-time metro navigation for 45M users. – Positive
Biocon – Company strikes global patent settlement with Genentech, locking in earliest launch dates for Pebrilzo biosimilar across EU, UK, US and global markets. – Positive
Tata Power – The company is augmenting both transformation and transmission capacities while building robust network redundancy to ensure reliable and uninterrupted power supply for large-scale digital infrastructure projects.- positive
Hero Motors – Company will increase its stake in Britain’s Hewland Engineering to 90 per cent from 51 per cent for approximately £600,000, strengthening its economic interest in the high-performance transmission and drivetrain business serving motorsport, electric vehicle and aerospace customers. .- positive
JSW Energy – Company has received the certified copy of the order sanctioning the Scheme of Arrangement between GE Power India Ltd and JSW Energy Ltd.- positive
GSFC – Company has received board approval for setting up a phosphoric acid (PA) and sulphuric acid (SA) plant at its Sikka unit in Jamnagar, Gujarat.- positive
South West Pinnacle- Company eported the identification of 12 copper-gold prospects and completed airborne geophysical surveys in Oman’s Block 22B. .- positive
Sigma Advanced Systems – Company signs exclusive MoU with Munitions India Limited to develop indigenous 155mm course correction fuzes, advancing Make in India defence capabilities. – Positive
Transrail Lighting – Company secures ₹408 crore orders including major GIS substation EPC project in MENA region, pushing YTD order intake to ₹2,429 crore. – Positive
Shriram Finance: Denies Reports of MUFG Taking Majority Control Stake. Stake Report Based on Speculation.- Positive
IFGL Refractories: Terminates Marvel JV Agreement After Marvel Did Not Infuse Capital. Company Retains 100% JV Stake. .- Positive
Hyundai Motor: Inaugurates Manufacturing Unit in Talegaon, Pune. To Invest Up to Rs 11,000 Cr at Pune Plant in Phases. Current Annual Production Capacity at 1.7 Lakh Units; To Expand Capacity to 3.2 Lakh Units by 2030. .- Positive
Enviro Infra: Gets EPC Order Worth Rs 228 Cr from Arie Energy for Development of 100 MW Ajani Wind Power Project. Order to Be Executed by July 2027. .- Positive
Servotech Renewable: Two Company Employees Arrested in Rs 2-2.5 Cr Fraud Probe. – Volatile
NLC India: Arm Wins Bid for Hooghly 50 MW/200 MWh BESS Project. .- Positive
Morepen Laboratories: Gets Rs 118 Cr Tax Relief from Himachal High Court Against Shimla GST Body. .- Positive
RIL: Jio Platforms Files RHP with RoC. IPO to Open on October 21 and Close on October 23. Anchor Bidding on October 19. Price Band Set at Rs 1,065-1,119/Share, with Floor Price at Rs 1,065/Share. To Offer Rs 54/Share Employee Discount. Bid Lot of 12 Equity Shares; Face Value of Rs 10. Fresh Issue of 27 Cr Shares.- Long term positive
Emmvee Photovoltaic: To Start 6-GW Solar Cells Plant by March. .- Positive | 39 |
| 4 | Gold – Gold slumped 2% to below $4100 level after US consumer prices jumped the most in five months, reigniting worries that the Federal Reserve will need to raise interest rates further to combat inflation.
Brent Crude – Brent Crude declined 1% to below $106/bbl as a flare-up in attacks from Russia to the Middle East threatened supply that only recently recovered to near pre-Iran War levels
FIIs – FIIs were net sellers Rs1857cr. FIIs were net sellers Rs44649cr this month
DIIs – DIIs were net buyers Rs2670cr. DIIs were net buyers Rs48510cr this month
Previous Day Market Summary – Equity benchmark Nifty ended marginally lower, slipping below the 22,700 mark as investors booked profits and adopted a cautious stance ahead of the US inflation data due later in the day. Persistent FII selling and escalating geopolitical tensions, which pushed crude oil prices to around $106 per barrel, further weighed on market sentiment. The Nifty declined 99 points, or 0.4%, to close at 22,622 against the previous day’s close.
Nifty Technical level – Nifty formed a bearish candle on the daily frame indicating resistances intact at higher levels. Now it has to cross and hold above 22650 zones for an up move towards 22850 then 22950 zones while support can be seen at 22500 then 22400 zones.
Bank Nifty Technical Level – Bank Nifty formed a Doji pattern on daily scale as momentum is missing on either sides. Now it has to hold above 55250 zones for a bounce towards 55500 then 56000 levels while a hold below the same some weakness could be seen towards 55000 then 54750 zones.
Brokers Radar – Macquarie TGT on Groww at 260. Jefferies TGT on Groww at 240. Jefferies TGT on ICICI Lombard at 2050. Morgan Stanley TGT on Leela Palace at 729. Nomura on ICICI Pru Life - Buy TP Rs 710. HSBC on ICICI Pru Life TP Rs 582
Corporate Actions - - Samor Reality Ltd Stock Split From Rs.10/- to Rs.2/-,
Global Data - Retail US – Retail Sales, Philadelphia Fed Business Outlook, Initial Jobless Claims, PPI, Monthly GDP(UK), Industrial Production(UK), Manufacturing Production(UK), CPI(France), Japan - Capacity Utilization, Industrial Production, India - Unemployment Rate.
Actionable Buy – Tech Mahindra (today results and Bonus announcement) , PC Jewelers, Canara Bank, BHEL, Groww
The National Stock Exchange (NSE) has announced the addition of six new stocks to its Futures and Options (F&O) segment: - Coromandel International. City Union Bank, Karur Vysya Bank, Data Patterns. Syrma SGS and Navin Fluorine
Events - SEBI calls panel meeting on Thursday meeting to discuss feedback on CAS framework. US Retail sales and PPI data and UK GDP Data. Tech Mahindra results and Bonus
Results - Jio Finance, Angel One, HDFC AMC, Nestle, HDFC Life, Tech Mahindra, L&T Finance, Polycab, Persistent Systems
Market Summary – Groww, BHEL, Leela Palace, Elecon Engineering and Canara Bank announce impressive Q2 results. KIMS Hospitals, Liverpool NHS organisations join hands for India-UK healthcare collaboration. NSE IX, London Stock Exchange explore cross-listings and trading links. IDBI Bank stake sale to Fairfax at Rs81 a share%
IDBI Bank - The Union Cabinet has approved the strategic stake sale of IDBI Bank to Canada Inc. whose parent company is Fairfax Financial Holdings for Rs 52,878 crore at Rs81 a share. Under the proposed transaction, Fairfax will acquire a 60.72% stake in IDBI Bank, comprising a 30.48% holding of the government and a 30.24% stake held by LIC.
KIMS Hospitals – Company and the BIMS and leading Liverpool NHS organisations on Wednesday announced plans for a clinical and academic partnership to advance research, medical education and healthcare innovation between India and the UK.- positive
Adani Power – Company has won a contract to supply of 1,234 MW of thermal power under a long-term supply agreement of 25 years. | 31 |
| 5 | News & Impact (Thursday 15th October, 2026)
US-Iran war updates: Cargo ships sunk in Hormuz, Houthis claim Riyadh attack. They also claimed credit for another attack on Riyadh and attacks on Saudi coalition forces in Yemen
Focus –. Gift Nifty is down 0.2%. US September Inflation surging to 5-month high at 3.7%. Tech Mahindra results and Bonus. Cabinet Approves IDBI Bank stake sale to Fairfax at Rs81 a share. US economy data today – Retail sales and PPI data and UK GDP Data. Actionable Buy – Tech Mahindra, PC Jewelers, Canara Bank, BHEL, Groww. Results today - Jio Finance, Angel One, HDFC AMC, Nestle, HDFC Life, Tech Mahindra, L&T Finance, Polycab, Persistent Systems. ICICI Lombard, Groww, BHEL, Leela Palace, Elecon Engineering and Canara Bank announce impressive Q2 results. NSE announced the addition of six new stocks to its F&O. SEBI calls panel meeting on Thursday meeting to discuss feedback on CAS framework
Market outlook Today – The domestic equity market is expected to open marginally lower amid weak global cues, persistent FII selling, and escalating geopolitical tensions in the Gulf region. Overnight, the Nasdaq Composite declined 1%, while Asian markets opened sharply lower, with losses of up to 5%, following a sell-off in semiconductor stocks. Hotter-than-expected US inflation, which rose to a five-month high, has intensified concerns over more aggressive Federal Reserve rate hikes. Meanwhile, Gift Nifty is trading 0.2% lower. On the positive side, the US Dollar Index has retreated from its 18-month low to below the 102 mark, while the US 10-year Treasury yield has eased, suggesting that markets may have already factored in further US interest rate hikes. Additionally, relatively stable Brent crude prices in the $104–$106 per barrel range and strong quarterly earnings announcements could provide support to the market at lower levels. On the earnings front, ICICI Lombard, Groww, BHEL, Leela Palaces, Elecon Engineering, and Canara Bank reported impressive Q2 results yesterday. Going forward, stock- and sector-specific activity is likely to remain in focus, with IT, PSU banks, hotels, and capital goods stocks expected to maintain positive momentum. Previous sessions, Nifty slipped 0.4% as investors booked profits and adopted a cautious stance ahead of the US inflation data due later in the day.
Sector-wise outlook:
Focus on IT stocks – Expec4t rally on IT stocks to be continue after good quarterly results announced by TCS, HCL Tech, Tata Elxsi and may shift from chip stocks to software stocks.
Focus on capital goods stocks – Expect positive for capital goods stocks after strong quarterly results announce by BHEL
Focus on capital market stocks – Groww’s impressive quarterly performance amid volatile market conditions has raised hopes for strong quarterly results from other capital market stocks expected to announce their earnings soon.
Focus on PSU Banks – Expect positive for PSU Banks after PSU Bank major Canara Bank announce good quarterly results
Asian Market Trend - A selloff in equities spread to Asian market after chip stocks tumbled on Wall Street, as hotter-than-expected US inflation fueled bets on more aggressive Federal Reserve rate hikes. Both Japan and South Korea Index slipped 3% and 5% respectively.
US market Update ¬– US market declined over 1% after consumer prices jumped the most in five months high and sharp declined chip stocks. Market worries that the Federal Reserve will need to raise interest rates further due to higher inflation. US September Inflation reported at 3.7% while expectation 3.6% - previous month was 3.4%. Nasdaq Composite Index slipped 1% while Dow Jones Index declined 0.1%
European Market – European market managed to close marginally higher after a hotter-than-expected US inflation report fueled wagers of more interest rate increases from the Federal Reserve. UK, France and Germany Index gained up to 0.6%. | 41 |
| 6 | Hero Motors Q1 Consolidated Results – Impressive Ebitda and Ebitda margin - Net Profit at Rs 10.2 crore vs Rs 4.7 crore YoY, Revenue up 24.9% at Rs 319 crore vs Rs 256 crore YoY. EBITDA up 93% at Rs 35.9 crore vs Rs 18.6 crore YoY and EBITDA Margin at 11.2% vs 7.3% YoY
Tata Elxsi Q2 topline, Ebit and Ebit margin above estimates - Net profit down 0.2% to Rs 170.3 crore from Rs 170.6 crore. QoQ. – Expectation Rs186.2cr. Revenue up 3.4% to Rs 1,056 crore from Rs 1,021 crore. QoQ. – Expectation Rs1042cr. EBIT up 7.3% to Rs 207.8 crore from Rs 193.7 crore. QoQ. – Expectation Rs200.3cr and EBIT margin at 19.7% versus 19% QoQ. – Expectation 19.2% | 67 |
| 7 | GSFC - To Set Up Phosphoric and Sulphuric Acid Plants at Gujarat Unit. Plans 600 MTPD PA and 1,800 MTPD SA Plants at Sikka. SBI Funds Management and Appoints RS Srinivas Jain as Joint CEO From Oct 13- Positive
Zydus Lifesciences - US FDA Issues 5 Observations to Ahmedabad Manufacturing Unit as US FDA Inspects Moraiya Unit From Oct 5 to 13 – long term positive
KPIL – Company secures ₹2,225 Cr fresh orders including ₹2,031 Cr T&D wins globally and ₹194 Cr Swedish subsidiary Linjemontage's Ellevio substation project, pushing FY27 order inflow to ₹20,000 Cr with 30% YoY growth. – Positive
Airfloa Rail Technology – Company leads consortium with Italy's BLUE Engineering to secure ₹34.85 crore ICF contract for Vande Bharat sleeper trainset interior design—first Indian firm to win such scale in railway history. – Positive
Ceigall India – Company & Gayatri Projects receive Completion Certificate for ₹1,659.84 Cr Delhi-Saharanpur Highway EPC project under Bharatmala Pariyojna, declared fit for operations from Sept 12, 2024. – Positive
Shyam Metalics Group – Company bags strategic mining rights for Phutamura Coal Block with 170 MT reserves, boosting backward integration for captive power & steel ops from July 2027. – Positive
Bandhan Bank - Mumbai|Kolkata: IHC, the investment company of Abu Dhabi’s national security adviser and deputy ruler Sheikh Tahnoon bin Zayed al-Nahyan, is among those in early-stage discussions to buy into the promoter of Bandhan Bank, Bandhan Financial Services (BFSL), which owns a little more than a third of the private lender - Positive
Kalpataru Power – Company won order worth Rs2230cr in India and International market – Positive
Power Grid Corporation – Company has taken over two project companies set up to build inter-state transmission links in western India. – Positive
Shyam Metalics – Company has strengthened its raw material self-sufficiency by acquiring the Phutamura coal block, which contains an estimated 170 million tonnes of coal reserves. – Positive
Vimag Labs (BSE) - Accel-backed deep-tech start up Vimag Labs said it has started production at its first manufacturing facility at Jhajjar, in Haryana and plans to invest ₹50 crore in a phased manner in scaling capacity. - Positive
Business Update
Puravankara – Company reported 62% YoY growth in its Q2 pre-sales to Rs 2,136 crore. The company’s sales area rose 22% to 1.83 million square feet, while collections increased 24% YoY to Rs 1,301 crore. Average price realisation grew 32% to Rs 11,651 per square foot. – Positive
Prestige Estates Projects- Company reported a 20 per cent growth in its sales bookings to ₹7,225 crore for the quarter ended September 2026 on strong housing demand, especially for big branded players. – Positive
Kolte-Patil – Company reported a 52 per cent growth in sales bookings to ₹1,019 crore in the July-September quarter on better demand for its housing projects. – Positive
Results Update
PNB Gilts – Company reported Q2 net profit Rs44.8cr vs Loss Rs45.4cr (YoY). Income Rs434cr vs Rs440cr (YoY)
TARIL (Q2, YoY) – Strong Ebitda and Ebitda margin - Net profit up 135.4% to Rs 79.8 crore from Rs 33.9 crore. Revenue up 60.7% to Rs 739 crore from Rs 460 crore. EBITDA up 150.5% to Rs 129 crore from Rs 51.5 crore. EBITDA margin at 17.4% versus 11.2% YoY.
ICICI Prudential Life Insurance (H1 FY27, YoY) – Stable Q2 results - Net profit up 26.5% to Rs 760 crore. Total premium up 15.3% to Rs 24,505 crore. APE up 15.1% to Rs 4,935 crore. VNB up 22.3% to Rs 1,283 crore. Embedded value up 12.2% to Rs 56,669 crore. Assets under management up 2.3% to Rs 3.28 lakh crore. Claim settlement ratio flat at 99.3%.
13-month persistency at 84.5% versus 84.0% (QoQ).
SS Retail Q1 Results – Impressive results -Net Profit up 60.4% at Rs 23.9 crore vs Rs 14.9 crore YoY. Revenue up 54.5% at Rs 770 crore vs Rs 498 crore YoY. EBITDA up 47.7% at Rs 44.6 crore vs Rs 30.2 crore YoY and EBITDA Margin at 5.8% vs 6.1% YoY. | 67 |
| 8 | Nifty Technical level – Nifty formed a bullish candle on the daily chart and also gave an inside bar breakout indicating a strong recovery in buying momentum. Now it has to hold above 22700 zones for a bounce towards 22850 then 23000 levels while on the downside support is seen at 22600 then 22500 levels.
Bank Nifty Technical Level – Bank Nifty formed a strong bullish candle on the daily chart and recovered all of the previous session's losses. The index surpassed its 10 DEMA and closed above the same. Now it has to hold above 73000 zones for a bounce towards 73400 then 73700 levels while on the downside support can be seen at 72700 then 72400 levels.
Brokers Radar – Prestige TGT by CITI at 1485. Jefferies TGT on Aditya Birla Capital at 475. ICICI Prudential Life TGT by Bernstein at 680, Goldman Sachs TGT on ICICI Prudential at 500. Jefferies TGT on ICICI Prudential Life at 670. Urban company TGT by UBS at 180
Results Today - BHEL, HDB Financial, GROWW, MRPL, ICICI Lombard, Tata Tech, Vedanta
Corporate Actions - Tata Consultancy Services Ltd Rs 12, Vedanta Ltd Rs 5
Global Data – US – MBA Mortgage Applications, CPI, China - PPI, CPI, Trade Balance, Exports and Imports, India – PPI
Actionable Buy – Meesho, Tata Elxsi, Aequs, Bajaj Finance, Eclerx Services
Market Summary – FM Sitharaman says open to hearing views on LTCG tax review. IHC, First Abu Dhabi eye stake in Bandhan Bank promoter. UPI MDR Rollout Deferred Until After Diwali, NPCI Says. Bloomberg report of Japan-based MUFG looking to gain majority control of SHRIRAM Finance
FM Sitharaman says open to hearing views on LTCG tax review - Finance Minister Nirmala Sitharaman said the government would be keen to hear views on the removal of long-term capital gains (LTCG) tax during Budget consultations, as investors in India and abroad raise questions about equity taxation. – Expect positive for market sentiment to reduce capital gain tax.
Shriram Finance - Bloomberg reported that Japan-based Mitsubishi UFJ Financial Group Inc. is looking to eventually gain majority control of the non-banking financial company. The deal, if executed, would mark the largest foreign investment in India's financial sector. Mitsubishi UFJ currently has a 20% stake in Shriram Finance. – positive
Bharat Electronics – Company gets Additional Orders Worth Rs 533 crore Since Sept 17. Major Orders Include Communication Equipment, Avionics, Cyber Security Solution, Drones, Jammers, Software Solution, Upgrades, Spares, Services Etc. - Positive
Urban Company - Board to Meet on Oct 16 to Consider Raising Funds- Positive
Greaves Cotton - Arm Greaves Finance Appoints Mukul Kanchan as CEO From Oct 1- Positive
Signpost India - Granted Exclusive Advertising Rights on Buses Operating Under Premium Bus Service by Chalo Mobility. Gross Advertising Revenue of Nearly Rs 36 crore Contract Length Is 5 Years- Positive
Ceigall India - Gets Completion Certificate for Rs 1,660 crore Highway Project. Company Will Undertake O&M of the Stretch at Rs 2.88 Crore per Year Alert: O&M Is Operation & Maintenance- Positive
Adani Enterprises - Signs MoU With Jabil for 50:50 Data Centre JV JV to Build AI and Data Centre Equipment in India JV to Manufacture and Assemble AI Racks, Servers and Storage - Positive
RailTel - Gets Rs 49 crore Order From Odisha Education Department Order for Development of Digital Application Modules To Be Executed by May 2027- Positive
Dr Lal PathLabs - Arm Buys Remaining 30% Stake in Centrapath Labs at Rs 1,608.352/Share - Positive
Hyundai Motor - Group to Invest $15.5 billion in India From 2026 Through 2032. Group to Establish an Investment Entity in India. Group to Spend $700 million on India R&D Centre. - Positive
Lemon Tree - Signs Pact for 52-Room Hotel in Bareilly- Positive
Bharat Coking Coal - Hikes Coking Coal Prices by 0.1% to 14% for Select Grades. Raises Select Coal Prices for Non-Regulated Sector. Revises Raw Coking Coal Prices Across Key Grades and Raises Steel and Washery Coal Grade Prices- Positive | 31 |
| 9 | Globally, US markets ended 0.3% lower overnight following mixed quarterly results from JPMorgan and Goldman Sachs. In contrast, Asian markets opened up to 1% higher, supported by declining US bond yields and expectations that the Federal Reserve may delay further interest-rate hikes. In the previous session, the Nifty rallied 1.5% to close above the 22,700 mark, driven by expectations of a possible cut in the Securities Transaction Tax (STT) and robust quarterly earnings from IT majors HCL Technologies and TCS. Nevertheless, elevated crude oil prices, persistent foreign institutional investor (FII) selling and volatility in global markets remain key concerns for domestic equities. Despite these headwinds, strong corporate earnings, attractive valuations and hopes of an STT reduction could provide downside support to the market. The positive momentum in IT stocks is expected to continue, while capital goods, new-age businesses and pharmaceutical stocks may also witness buying interest.
Sector-wise outlook:
Focus on IT stocks – Expect rally on IT stocks to be continue driven by good quarterly results and higher valuation of chip stocks.
Focus on Capital market stocks – Expect positive for capital market stocks after the FM said the government would be keen to hear views on the removal of long-term capital gains (LTCG) tax during Budget consultations.
Focus on Paytm, Pine Labs, One Mobikwik – Expect positive for Paytm, Pine Labs, One Mobikwik after the news that the implementation of merchant discount rates (MDR) on select Unified Payments Interface (UPI) transactions will be deferred until after Diwali, the National Payments Corporation of India (NPCI)
Asian Market Trend -Asian stocks rebounded from two days of losses on expectations the Federal Reserve may not need to raise interest rates aggressively next year and falling US bond Yield. Japan, Taiwan, South Korea Index gained up to 1%.
US market Update ¬– U.S. stocks closed marginally lower on Tuesday as a global chip selloff outweighed mixed bank of Q3 earnings. Both Dow Jones and Nasdaq Composite Index declined 0.3% each. However, US market
European Market – The European stock markets closed mostly lower in Tuesday trading as investors await impending earnings results and parse Germany's rising inflation report. UK, Germany and France Index slipped up to 0.3%
Gold – Gold is trading flat at $4160/ounce after Federal Reserve Bank of New York President John Williams said he still sees one more interest-rate hike as appropriate this year, but doesn’t expect further tightening in 2027.
Brent Crude -. Oil rose as a flare-up in attacks in the Middle East increased uncertainty over a recovery in Persian Gulf =energy flows. Brent climbed above $106 a barrel
FIIs – FIIs were net sellers Rs1305cr. FIIs were net sellers Rs42792cr this month
DIIs – DIIs were net buyers Rs2439cr. DIIs were net buyers Rs45839cr this month
Events - US Inflation data. Cabinet Meeting, Domestic WPI data. China Inflation data. Results today - BHEL, HDB Financial, GROWW, MRPL, ICICI Lombard, Tata Tech, Hotel Leela
Previous Day Market Summary – Equity benchmark indices staged a strong recovery, with the Sensex surging over 1,100 points and the Nifty closing above the 22,700 mark, supported by expectations of a possible reduction in Securities Transaction Tax (STT) and Long-Term Capital Gains (LTCG) tax. Strong quarterly results from IT majors HCL Tech and TCS, along with a decline in the 10-year bond yield, further boosted market sentiment. In the final hour of trading, traders covered their short positions after Finance Minister Nirmala Sitharaman expressed her willingness to hear stakeholders’ views on STT and LTCG tax as preparations for the Union Budget 2027–28 get underway. The Nifty rallied 338 points, or 1.6%, to close at 22,721, while the Sensex advanced 1,109 points to settle at 73,033. | 28 |
| 10 | Puravankara – Company reported 62% YoY growth in its Q2 pre-sales to Rs 2,136 crore. The company’s sales area rose 22% to 1.83 million square feet, while collections increased 24% YoY to Rs 1,301 crore. Average price realisation grew 32% to Rs 11,651 per square foot. – Positive
Prestige Estates Projects- Company reported a 20 per cent growth in its sales bookings to ₹7,225 crore for the quarter ended September 2026 on strong housing demand, especially for big branded players. – Positive
Kolte-Patil – Company reported a 52 per cent growth in sales bookings to ₹1,019 crore in the July-September quarter on better demand for its housing projects. – Positive
Results Update
PNB Gilts – Company reported Q2 net profit Rs44.8cr vs Loss Rs45.4cr (YoY). Income Rs434cr vs Rs440cr (YoY)
TARIL (Q2, YoY) – Strong Ebitda and Ebitda margin - Net profit up 135.4% to Rs 79.8 crore from Rs 33.9 crore. Revenue up 60.7% to Rs 739 crore from Rs 460 crore. EBITDA up 150.5% to Rs 129 crore from Rs 51.5 crore. EBITDA margin at 17.4% versus 11.2% YoY.
ICICI Prudential Life Insurance (H1 FY27, YoY) – Stable Q2 results - Net profit up 26.5% to Rs 760 crore. Total premium up 15.3% to Rs 24,505 crore. APE up 15.1% to Rs 4,935 crore. VNB up 22.3% to Rs 1,283 crore. Embedded value up 12.2% to Rs 56,669 crore. Assets under management up 2.3% to Rs 3.28 lakh crore. Claim settlement ratio flat at 99.3%.
13-month persistency at 84.5% versus 84.0% (QoQ).
SS Retail Q1 Results – Impressive results -Net Profit up 60.4% at Rs 23.9 crore vs Rs 14.9 crore YoY. Revenue up 54.5% at Rs 770 crore vs Rs 498 crore YoY. EBITDA up 47.7% at Rs 44.6 crore vs Rs 30.2 crore YoY and EBITDA Margin at 5.8% vs 6.1% YoY.
Hero Motors Q1 Consolidated Results – Impressive Ebitda and Ebitda margin - Net Profit at Rs 10.2 crore vs Rs 4.7 crore YoY, Revenue up 24.9% at Rs 319 crore vs Rs 256 crore YoY. EBITDA up 93% at Rs 35.9 crore vs Rs 18.6 crore YoY and EBITDA Margin at 11.2% vs 7.3% YoY
Tata Elxsi Q2 topline, Ebit and Ebit margin above estimates - Net profit down 0.2% to Rs 170.3 crore from Rs 170.6 crore. QoQ. – Expectation Rs186.2cr. Revenue up 3.4% to Rs 1,056 crore from Rs 1,021 crore. QoQ. – Expectation Rs1042cr. EBIT up 7.3% to Rs 207.8 crore from Rs 193.7 crore. QoQ. – Expectation Rs200.3cr and EBIT margin at 19.7% versus 19% QoQ. – Expectation 19.2%
News & Impact (Wednesday, 13th October, 2026)
US-Iran war updates: Houthis fire missiles at Saudi Arabia as Brent Crude surging to above $106/bbl
Focus – Gift Nifty is down 0.2%. US Inflation data. Cabinet Meeting, Domestic WPI data. China Inflation data. Brent crude above $106/bbl. Both Infosys and Wipro ADR up over 5% each. FM Sitharaman says open to hearing views on LTCG tax review. US Fed bank says one more rate hike but doesn’t expect further tightening in 2027. Buy this – Meesho, Tata Elxsi, Aequs, Bajaj Finance, Eclerx Services. UPI MDR Rollout Deferred Until After Diwali, NPCI Says. Results Today - BHEL, HDB Financial, GROWW, MRPL, ICICI Lombard, Tata Tech, Vedanta. US Dollar Index fell to below 102 level while falling US bond Yield. Tata Elxsi, TRAIL announced impressive Q2 results.
Market outlook Today – The domestic equity markets are expected to open marginally lower, pressured by a surge in Brent crude prices to nearly $107 per barrel and a cautious investor approach ahead of the US inflation data due today. However, strong quarterly earnings reported by several IT companies and expectations of a possible reduction in long-term capital gains tax could support market sentiment. Additionally, easing US bond yields and a decline in the US Dollar Index below the 102 mark, following dovish commentary from a US Federal Reserve official, may provide some relief to global markets. While the Fed anticipates one more rate hike this year, it does not expect further monetary tightening in 2027. Gift Nifty is trading 0.2% lower, indicating a mildly negative opening for domestic equities. | 28 |
| 11 | Urban Company - Board to Meet on Oct 16 to Consider Raising Funds- Positive
Greaves Cotton - Arm Greaves Finance Appoints Mukul Kanchan as CEO From Oct 1- Positive
Signpost India - Granted Exclusive Advertising Rights on Buses Operating Under Premium Bus Service by Chalo Mobility. Gross Advertising Revenue of Nearly Rs 36 crore Contract Length Is 5 Years- Positive
Ceigall India - Gets Completion Certificate for Rs 1,660 crore Highway Project. Company Will Undertake O&M of the Stretch at Rs 2.88 Crore per Year Alert: O&M Is Operation & Maintenance- Positive
Adani Enterprises - Signs MoU With Jabil for 50:50 Data Centre JV JV to Build AI and Data Centre Equipment in India JV to Manufacture and Assemble AI Racks, Servers and Storage - Positive
RailTel - Gets Rs 49 crore Order From Odisha Education Department Order for Development of Digital Application Modules To Be Executed by May 2027- Positive
Dr Lal PathLabs - Arm Buys Remaining 30% Stake in Centrapath Labs at Rs 1,608.352/Share - Positive
Hyundai Motor - Group to Invest $15.5 billion in India From 2026 Through 2032. Group to Establish an Investment Entity in India. Group to Spend $700 million on India R&D Centre. - Positive
Lemon Tree - Signs Pact for 52-Room Hotel in Bareilly- Positive
Bharat Coking Coal - Hikes Coking Coal Prices by 0.1% to 14% for Select Grades. Raises Select Coal Prices for Non-Regulated Sector. Revises Raw Coking Coal Prices Across Key Grades and Raises Steel and Washery Coal Grade Prices- Positive
GSFC - To Set Up Phosphoric and Sulphuric Acid Plants at Gujarat Unit. Plans 600 MTPD PA and 1,800 MTPD SA Plants at Sikka. SBI Funds Management and Appoints RS Srinivas Jain as Joint CEO From Oct 13- Positive
Zydus Lifesciences - US FDA Issues 5 Observations to Ahmedabad Manufacturing Unit as US FDA Inspects Moraiya Unit From Oct 5 to 13 – long term positive
KPIL – Company secures ₹2,225 Cr fresh orders including ₹2,031 Cr T&D wins globally and ₹194 Cr Swedish subsidiary Linjemontage's Ellevio substation project, pushing FY27 order inflow to ₹20,000 Cr with 30% YoY growth. – Positive
Airfloa Rail Technology – Company leads consortium with Italy's BLUE Engineering to secure ₹34.85 crore ICF contract for Vande Bharat sleeper trainset interior design—first Indian firm to win such scale in railway history. – Positive
Ceigall India – Company & Gayatri Projects receive Completion Certificate for ₹1,659.84 Cr Delhi-Saharanpur Highway EPC project under Bharatmala Pariyojna, declared fit for operations from Sept 12, 2024. – Positive
Shyam Metalics Group – Company bags strategic mining rights for Phutamura Coal Block with 170 MT reserves, boosting backward integration for captive power & steel ops from July 2027. – Positive
Bandhan Bank - Mumbai|Kolkata: IHC, the investment company of Abu Dhabi’s national security adviser and deputy ruler Sheikh Tahnoon bin Zayed al-Nahyan, is among those in early-stage discussions to buy into the promoter of Bandhan Bank, Bandhan Financial Services (BFSL), which owns a little more than a third of the private lender - Positive
Kalpataru Power – Company won order worth Rs2230cr in India and International market – Positive
Power Grid Corporation – Company has taken over two project companies set up to build inter-state transmission links in western India. – Positive
Shyam Metalics – Company has strengthened its raw material self-sufficiency by acquiring the Phutamura coal block, which contains an estimated 170 million tonnes of coal reserves. – Positive
Vimag Labs (BSE) - Accel-backed deep-tech start up Vimag Labs said it has started production at its first manufacturing facility at Jhajjar, in Haryana and plans to invest ₹50 crore in a phased manner in scaling capacity. - Positive
Business Update | 25 |
| 12 | Gold – Gold is trading flat at $4160/ounce after Federal Reserve Bank of New York President John Williams said he still sees one more interest-rate hike as appropriate this year, but doesn’t expect further tightening in 2027.
Brent Crude -. Oil rose as a flare-up in attacks in the Middle East increased uncertainty over a recovery in Persian Gulf =energy flows. Brent climbed above $106 a barrel
FIIs – FIIs were net sellers Rs1305cr. FIIs were net sellers Rs42792cr this month
DIIs – DIIs were net buyers Rs2439cr. DIIs were net buyers Rs45839cr this month
Events - US Inflation data. Cabinet Meeting, Domestic WPI data. China Inflation data. Results today - BHEL, HDB Financial, GROWW, MRPL, ICICI Lombard, Tata Tech, Hotel Leela
Previous Day Market Summary – Equity benchmark indices staged a strong recovery, with the Sensex surging over 1,100 points and the Nifty closing above the 22,700 mark, supported by expectations of a possible reduction in Securities Transaction Tax (STT) and Long-Term Capital Gains (LTCG) tax. Strong quarterly results from IT majors HCL Tech and TCS, along with a decline in the 10-year bond yield, further boosted market sentiment. In the final hour of trading, traders covered their short positions after Finance Minister Nirmala Sitharaman expressed her willingness to hear stakeholders’ views on STT and LTCG tax as preparations for the Union Budget 2027–28 get underway. The Nifty rallied 338 points, or 1.6%, to close at 22,721, while the Sensex advanced 1,109 points to settle at 73,033.
Nifty Technical level – Nifty formed a bullish candle on the daily chart and also gave an inside bar breakout indicating a strong recovery in buying momentum. Now it has to hold above 22700 zones for a bounce towards 22850 then 23000 levels while on the downside support is seen at 22600 then 22500 levels.
Bank Nifty Technical Level – Bank Nifty formed a strong bullish candle on the daily chart and recovered all of the previous session's losses. The index surpassed its 10 DEMA and closed above the same. Now it has to hold above 73000 zones for a bounce towards 73400 then 73700 levels while on the downside support can be seen at 72700 then 72400 levels.
Brokers Radar – Prestige TGT by CITI at 1485. Jefferies TGT on Aditya Birla Capital at 475. ICICI Prudential Life TGT by Bernstein at 680, Goldman Sachs TGT on ICICI Prudential at 500. Jefferies TGT on ICICI Prudential Life at 670. Urban company TGT by UBS at 180
Results Today - BHEL, HDB Financial, GROWW, MRPL, ICICI Lombard, Tata Tech, Vedanta
Corporate Actions - Tata Consultancy Services Ltd Rs 12, Vedanta Ltd Rs 5
Global Data – US – MBA Mortgage Applications, CPI, China - PPI, CPI, Trade Balance, Exports and Imports, India – PPI
Actionable Buy – Meesho, Tata Elxsi, Aequs, Bajaj Finance, Eclerx Services
Market Summary – FM Sitharaman says open to hearing views on LTCG tax review. IHC, First Abu Dhabi eye stake in Bandhan Bank promoter. UPI MDR Rollout Deferred Until After Diwali, NPCI Says. Bloomberg report of Japan-based MUFG looking to gain majority control of SHRIRAM Finance
FM Sitharaman says open to hearing views on LTCG tax review - Finance Minister Nirmala Sitharaman said the government would be keen to hear views on the removal of long-term capital gains (LTCG) tax during Budget consultations, as investors in India and abroad raise questions about equity taxation. – Expect positive for market sentiment to reduce capital gain tax.
Shriram Finance - Bloomberg reported that Japan-based Mitsubishi UFJ Financial Group Inc. is looking to eventually gain majority control of the non-banking financial company. The deal, if executed, would mark the largest foreign investment in India's financial sector. Mitsubishi UFJ currently has a 20% stake in Shriram Finance. – positive
Bharat Electronics – Company gets Additional Orders Worth Rs 533 crore Since Sept 17. Major Orders Include Communication Equipment, Avionics, Cyber Security Solution, Drones, Jammers, Software Solution, Upgrades, Spares, Services Etc. - Positive | 37 |
| 13 | News & Impact (Wednesday, 13th October, 2026)
US-Iran war updates: Houthis fire missiles at Saudi Arabia as Brent Crude surging to above $106/bbl
Focus – Gift Nifty is down 0.2%. US Inflation data. Cabinet Meeting, Domestic WPI data. China Inflation data. Brent crude above $106/bbl. Both Infosys and Wipro ADR up over 5% each. FM Sitharaman says open to hearing views on LTCG tax review. US Fed bank says one more rate hike but doesn’t expect further tightening in 2027. Buy this – Meesho, Tata Elxsi, Aequs, Bajaj Finance, Eclerx Services. UPI MDR Rollout Deferred Until After Diwali, NPCI Says. Results Today - BHEL, HDB Financial, GROWW, MRPL, ICICI Lombard, Tata Tech, Vedanta. US Dollar Index fell to below 102 level while falling US bond Yield. Tata Elxsi, TRAIL announced impressive Q2 results.
Market outlook Today – The domestic equity markets are expected to open marginally lower, pressured by a surge in Brent crude prices to nearly $107 per barrel and a cautious investor approach ahead of the US inflation data due today. However, strong quarterly earnings reported by several IT companies and expectations of a possible reduction in long-term capital gains tax could support market sentiment. Additionally, easing US bond yields and a decline in the US Dollar Index below the 102 mark, following dovish commentary from a US Federal Reserve official, may provide some relief to global markets. While the Fed anticipates one more rate hike this year, it does not expect further monetary tightening in 2027. Gift Nifty is trading 0.2% lower, indicating a mildly negative opening for domestic equities. Globally, US markets ended 0.3% lower overnight following mixed quarterly results from JPMorgan and Goldman Sachs. In contrast, Asian markets opened up to 1% higher, supported by declining US bond yields and expectations that the Federal Reserve may delay further interest-rate hikes. In the previous session, the Nifty rallied 1.5% to close above the 22,700 mark, driven by expectations of a possible cut in the Securities Transaction Tax (STT) and robust quarterly earnings from IT majors HCL Technologies and TCS. Nevertheless, elevated crude oil prices, persistent foreign institutional investor (FII) selling and volatility in global markets remain key concerns for domestic equities. Despite these headwinds, strong corporate earnings, attractive valuations and hopes of an STT reduction could provide downside support to the market. The positive momentum in IT stocks is expected to continue, while capital goods, new-age businesses and pharmaceutical stocks may also witness buying interest.
Sector-wise outlook:
Focus on IT stocks – Expect rally on IT stocks to be continue driven by good quarterly results and higher valuation of chip stocks.
Focus on Capital market stocks – Expect positive for capital market stocks after the FM said the government would be keen to hear views on the removal of long-term capital gains (LTCG) tax during Budget consultations.
Focus on Paytm, Pine Labs, One Mobikwik – Expect positive for Paytm, Pine Labs, One Mobikwik after the news that the implementation of merchant discount rates (MDR) on select Unified Payments Interface (UPI) transactions will be deferred until after Diwali, the National Payments Corporation of India (NPCI)
Asian Market Trend -Asian stocks rebounded from two days of losses on expectations the Federal Reserve may not need to raise interest rates aggressively next year and falling US bond Yield. Japan, Taiwan, South Korea Index gained up to 1%.
US market Update ¬– U.S. stocks closed marginally lower on Tuesday as a global chip selloff outweighed mixed bank of Q3 earnings. Both Dow Jones and Nasdaq Composite Index declined 0.3% each. However, US market
European Market – The European stock markets closed mostly lower in Tuesday trading as investors await impending earnings results and parse Germany's rising inflation report. UK, Germany and France Index slipped up to 0.3% | 56 |
| 14 | Glass Wall (Q1, YoY) weak margin- Revenue up 35.6% to Rs 107.4 crore. EBITDA up 7.5% to Rs 22.8 crore. EBITDA margin at 21.2% vs 26.8%. Net profit down 7.5% to Rs 17.3 crore and
Karamtara Engineering (Q1, YoY) Impressive results - Revenue up 72.2% to Rs 1,581 crore. EBITDA up 45.1% to Rs 174 crore, EBITDA margin at 11% vs 13.1%, Net profit up 45.7% to Rs 87.4 crore.
Asset Reconstruction Company (Q1, YoY) Impressive results- Total income up 101.1% to Rs 235.5 crore, Net profit up 54.2% to Rs 89.2 crore vs Rs 57.8 crore,
Business Update
Utkarsh Small Finance Bank - Q2 Business Update - Total disbursements up 54.9% YoY at Rs 3,525 crore. Total deposits up 6.6% YoY at Rs 23,869 crore. CASA deposits up 14.3% YoY at Rs 5,121 crore,
Gross loan portfolio up 7.5% YoY at Rs 20,063 crore – posiitive
Titan - Q2 Business Update - Consumer business growth at 25% YoY, Domestic business growth at 22% YoY, International business growth at 97% YoY, Jewellery business growth at 21% YoY. Added 78 stores in Q2 | 143 |
| 15 | Solex Energy – Company subsidiary bags ₹180.98 crore TopCon Bifacial solar module order from major domestic power player, execution till Jan 2027. – Positive
Cyient – Company launches Intelligent Engineering Solutions unit with CYINGINE platform to drive AI-powered lifecycle engineering outcomes for global clients. – Positive
GPIL - Godawari New Energy, GPIL's wholly-owned subsidiary, secures environment clearance from Maharashtra's SEAC-3 for 20 GWh Battery Energy Storage System at AURIC Bidkin Industrial Area. – Positive
RailTel – Company secures ₹48.4 Cr work order from Odisha Primary Education Program Authority for vocational lab setup, boosting its education infrastructure portfolio. – Positive
Amber Enterprises – Company has incorporated a new wholly owned subsidiary, Amber Digital Technologies, in India. The newly incorporated entity will focus on the manufacturing of mobile phones – Positive
Transrail Lighting – Company secures ₹412 crore T&D orders, pushing FY26 intake to ₹2,021 crore; expands reconductoring footprint with in-house HTLS conductors. – Positive
World Bank raises India FY27 growth forecast to 7.1% from 6.6% - The World Bank raised its forecast for India's economic growth in fiscal 2026-27 to 7.1% from 6.6%, saying resilient domestic consumption had helped the economy absorb the impact of higher energy prices even as inflationary pressures persisted – Expect positive for market sentiment
Shakti Pumps – Company won order worth Rs112cr – Positive a
HSBC India Services PMI rose to 55.2 in September, up from 54.1 in August, indicating stronger expansion in the services sector. Composite PMI, which combines manufacturing and services activity, increased to 55.9 in September from 54.3 in the previous month. – Positive for market sentiment after improve Service and Manufacturing activities.
KNR Constructions – Company announce asset-light capital recycling strategy is in its final phase. Under a broader package signed in December 2025 to sell four special purpose vehicles (SPVs) to Indus Infra Trust - Positive
PNGS Reva - Company says media that the first half is seasonally strong as it precedes the festive period, and the company reported 75% growth in its jewellery business in H1 FY27. The company expects H2 growth of 35-40%, consistent with seasonal trends in the jewellery business. PNGS Reva expects gross margins of 30-32%, EBITDA margins of around 27%, and PAT margins of 20-22% on a sustainable basis.
Lupin – Company announced the launch of Formoflo-G MDI, a fixed-dose triple combination metered-dose inhaler (MDI) for the management of chronic obstructive pulmonary disease (COPD) in India.
Reliance’s Jio Said to Seek About $114 Billion Valuation in IPO - Jio Platforms Ltd. is likely to seek a valuation of about Rs11 trillion ($114 billion) in its planned initial public offering, according to people familiar with the matter, falling short of earlier expectations for what may still be the country’s largest-ever listing – Long term positive
Hindustan Aeroneucitacs (HAL) – Company is all set to establish a second production line for the Shakti engine at its Koraput facility in Odisha, moves to expand domestic propulsion capacity alongside a sharp increase in orders for indigenous military helicopters. – Positive
Honasa Consumer– Company expects net sales value growth in the early thirties for the July-September quarter. Mamaearth, Honasa's largest brand, is expected to deliver high-teens NSV growth y/y. Younger brands, including The Derma Co. and Aqualogica, are seen growing around mid-forties NSV y/y. Offline channels lead growth, with general trade and modern trade both expected to post “strong” gains. – Positive, stock gained 8% yesterday.
Quarterly Business update
Kanohar Electricals (Q1, YoY) – Impressive results - Revenue up 103.4% to Rs 137.1 crore. EBITDA up 151.3% to Rs 38.7 crore. EBITDA margin at 28.3% vs 22.8%. Net profit up 139.5% to Rs 27.3 crore. | 91 |
| 16 | Endurance Technologies: Arm acquires 100% stake in Anna Milena and Fondalpress for €12.34 million. – Positive
KIMS: To acquire 22% stake in Splendid Hospitals for Rs 40 crore, To acquire 51% stake in Insignia Healthcare, To acquire 6% stake in Ushahkal Abhinav Specialty for Rs 15 crore, To acquire 51% stake in Sarvottam Health for Rs 80 crore. – Positive
Ola Electric Mobility: Board to meet on Oct. 7 to consider rights issue of up to Rs 1,000 crore. – Positive
Arvind: Acquires 46% equity stake in Arvind GCC. – Positive
Mahindra Lifespace Developers: Arm launches 13.46-acre residential project in Pune with estimated GDV of Rs 3,500 crore. – Positive
ABB India: Appoints Suneel Kumar Munaga as CFO effective Jan. 1, 2027. – Positive
Gabriel India: Enters JV with FASI; approves initial investment of Rs 9.9 crore in JV company. – Positive
Mukka Proteins – Company has received a USDA NOP – Inputs Attestation from ECOCERT S.A.S., France, confirming that its product “Eco Sphere Organic Fertilizer” is suitable for use in organic farming. - Positive
Capacit’e Infraprojects - Company has received a Letter of Acceptance (LOA) for amount of ₹368.98 Crore from Chennai Metro Rail- Positive
ACME Solar – Company commissions additional 66.68 MW solar capacity at Bikaner; commissioned capacity reaches 133.36 MW of 300 MW hybrid project- Positive
JSW Energy – Company added 1,694 MW of installed capacity since Apr’26, including around 1.4 GW of renewable capacity. - Positive
Dabur India – Company expects the consolidated revenue growth for the September quarter to be in double-digits, although operating margins will be impacted by inflationary pressures during the quarter. - Positive
Max Estates – Company reported ₹3,200 crore in pre-sales for H1 FY27, backed by blockbuster Q2 pre-sales of ₹2,100 crore which surged 1,246% year-on-year. The developer sold 274 premium residential units across Noida and Gurugram in Q2, and is preparing for significant launches in the final two quarters of the fiscal. - Positive
Tata Power – Company added over 168,530 rooftop solar installations in H1 FY27, up 50%, while capacity additions rose 25% to 801 MWp. - Positive
Interarch Building - Company wins order worth ₹61 crore- Positive
Solex Green Energy – Company wins ₹181 crore order for TopCon bifacial solar modules- Positive
IEX – Company reports 10.4% YoY growth in electricity traded volume to 12.2 billion units in September, with Q2 FY27 volume up 12.7% YoY. - Positive
Meesho - company said its content commerce net merchandise value (NMV) grew 152 per cent year-on-year (YoY), powered by Bharat’s homemakers and young graduates. - Positive
Godawari Power – Company gets environment clearance for 20 GWh battery storage system in Maharashtra- Positive
RailTel Corporation of India – Company has received the Work Order from Odisha Primary Education Program Authority- Positive.
Adani Power – Company inks 770 MW Chamkharchhu hydropower pact with Bhutan's DGPC, expanding cross-border clean energy footprint under 5,000 MW strategic MoU. – Positive
Patel Retail Limited – Company launches 23 whole spices under in-house brand 'Indian Chaska', expanding its FMCG portfolio with quality-focused products for domestic and global markets. – Positive
Glenmark Therapeutics – Company USA launches Adapalene Gel 0.1% OTC pump packs, rivaling Differin in $45.8M market; strengthens dermatology portfolio with Amazon, Walmart distribution. – Positive
H.G. Infra Engineering – Company wins major relief as Karnataka tax authority drops entire Rs 94 crore demand with zero liability. – Positive
REC Limited – Company incorporates three wholly-owned power transmission subsidiaries—Bikaner V Part A, Bikaner V Part B, and Mirzapur Power Transmission—to execute major renewable energy evacuation projects in Rajasthan and Uttar Pradesh under government-allocated schemes. – Positive | 44 |
| 17 | DIIs – DIIs were net buyers R5088scr. DIIs were net buyers Rs20312cr this month
Previous Day Market Summary – Equity benchmark indices extended their recovery for the second consecutive session, with the Sensex and Nifty gaining nearly 1% each, supported by bargain hunting at lower levels following the sharp correction witnessed in recent sessions. Market sentiment was further boosted by the decline in crude oil prices below $100 per barrel, record-high closing levels in US equities, strong gains across. The Sensex gained 685 points, or 0.7%, to close at 73,067, while the Nifty 50 advanced nearly 220 points, or 1%, to 22,776. Broader markets also extended their gains, with the Nifty Midcap 100 and Nifty Smallcap 100 indices rising more than 1% each.
Nifty Technical level – Nifty formed a bullish candle on the daily frame indicating support based buying at lower levels. Now it has to hold above 22700 zones for an upside move towards 22900 then 23000 zones while support can be seen at 22600 then 22500 zones
Bank Nifty Technical Level – Bank Nifty formed a small bullish candle on the daily scale as buying interest is visible at lower levels but momentum is still missing at higher zones. Now it has to hold above 55000 zones for a bounce towards 55500 then 55750 levels while on the downside support is seen at 54750 then 54500 zones.
Brokers Radar – HSBC TGT on Alkem Labs at 5800. Aurobindo Pharma TGT by HSBC at 1955. Sun Pharma TGT by HSBC at 2100. Torrent Pharma TGT by HSBC at 5680. CLSA TGT on Voltas at 1160. CLSA TGT on PVR Inox at 2135. CLSA TGT on Shyam Metalik at 1120 GS. HSBC TGT on Titan at 5550
Corporate Actions - GTV Engineering Ltd Bonus issue 2:1, PTC India Ltd Rs 5.5
Global Data – US – MBA Mortgage Applications, 1-year Inflation expectations, FOMC Meeting Minutes, Industrial Production(Germany, France), Manufacturing PMI(France), Budget Balance(France), RBI repurchase rate
Actionable Buy – Urban Company, FACT, Trent, Ideaforge
Market Summary – Honasa Sees Early Double-Digit Operating Margin Profile in 2Q. Amber Enterprises Incorporates New Subsidiary For Mobile Phone Manufacturing. World Bank raises India FY27 growth forecast to 7.1% from 6.6%. PNGS Reva Sees Strong Festive-Led Growth, Expects FY27 EBITDA Margin Around 27%. Reliance’s Jio Said to Seek About $114 Billion Valuation in IPO. HAL to add second Shakti engine line as India boosts aero-engine capacity. Zaggle to Establish Wholly Owned Subsidiary in Abu Dhabi Global Market. Dabur India Expects Double-Digit Fiscal Q2 Revenue, Profit Growth
Bharat Dynamic - The Ministry of Defence on Tuesday signed a Rs 661.50 crore contract with BrahMos Aerospace Private Limited for the procurement of BrahMos Fire Control Systems and launchers for Indian Navy ships. – Positive
Zaggle Prepaid – Company announced that it will initiate the incorporation of a wholly owned subsidiary in the Abu Dhabi Global Market (ADGM), Abu Dhabi, United Arab Emirates. - Positive
Tata Chemicals - The Supreme Court has restrained the Government of Gujarat and others from taking any coercive action against the company in an ongoing land-rights case. – Positive
Apollo Tyres: CFO Gaurav Kumar resigns to pursue opportunities outside the company. – Volatile
Laurus Labs: Invests Rs 12 crore to acquire 1.2 crore shares of KRPL. – Positive
Axis Solutions: Receives Rs 43.5 crore project from John Cockerill Hydrogen Belgium. – Positive
Mphasis: Bags £35.4 million contract from Social Security Scotland; expands partnership to support over 2 million citizens. – Positive
Marsons: Approves JV with Cleanhill Partners in the US to import and sell transformers in the US and Canada. – Positive
Godrej Consumer Products: Inaugurates first phase of new manufacturing facility in Indonesia. – Positive
JSW Cement: Commissions 1 MTPA grinding unit in Nagaur; total grinding capacity rises to 25.1 MTPA. – Positive
HCLTech: To invest Rs 500 crore to expand Lucknow IT City. – Positive | 54 |
| 18 | News & Impact (Wednesday, 7th October, 2026)
Focus –.Gift Nifty is down by 0.3%. RBI credit policy at 10.00 am – may hike interest rate by 25bps- Commentary may hawkish stance . World Bank raises India FY27 growth forecast to 7.1% from 6.6%. US market closed record high yesterday. Actionable – Urban Company, FACT, Trent, Ideaforge. Titan, Dabur India, Honasa, PNGS Reva announce impressive Q2 business update.
Market outlook Today – The domestic equity market is expected to open flat to marginally lower, as traders are likely to adopt a cautious approach ahead of the RBI’s credit policy announcement scheduled for today. The sharp rise in crude oil prices to above $101/bbl from around $98/bbl, continued FII selling, and mixed cues from Asian markets are likely to weigh on sentiment. Gift Nifty is currently indicating a decline of around 0.3%. The RBI is scheduled to announce its interest rate decision at 10:00 a.m., with market participants largely expecting a 25-bps hike. However, the key focus will be on the central bank’s commentary regarding any revisions to its inflation and GDP growth forecasts, as well as its assessment of the overall economic outlook. Overnight, US markets gained around 0.5% and closed at record highs, supported by easing US Treasury yields and a decline in crude oil prices to below $99/bbl. In the previous session, the Nifty gained 1% and closed above the 27,700 mark, driven by bargain hunting at lower levels, stable crude prices, and positive global market cues. Going ahead, stock- and sector-specific activity is expected to remain prominent. Any sharp market correction could provide a favourable buying opportunity, given the improving risk-reward profile. Strong quarterly business updates, record-high US market closes, and relatively stable crude prices around $100/bbl may provide downside support to the domestic market. Traders are likely to focus on banking, NBFC, gems & jewellery, pharma, IT, and FMCG stocks.
Sector-wise outlook:
Focus on Gems & Jewellery stocks – Expect gems & Jewellery stocks after Titan announced strong 22% jumped Q2 business update.
Focus on pharma stocks – Foreign brokerage positive on pharma sectors
Focus on banks and real estate stocks – Focus on banks and real estate stocks ahead of RBI will announce interest rate decision at 10am while expectation of 25bps hike in interest rate.
Focus on IT stocks – Focus on IT stocks ahead of tech major TCS will announce Q2 results tomorrow.
Focus on FMCG stocks – Expect positive for FMCG sector after impressive Q2 business update announced by FMCG majors Dabur India, Marico, Honasa Consumer
Asian Market Trend - Asian stocks were mixed opening today with investors as investors remained cautious ahead of key global economic cues, including the release of minutes from the Federal Reserve's September meeting. Both Japan and Taiwan Index marginally gain South Korea Index.
US market Update ¬– U.S. stocks are rising Tuesday and on track to hit an all-time high after oil prices gave back some of their big recent gains. Dow Jones and Nasdaq Index gained 0.5% each. US 10 Years bond Yield declined by 3bps to 5.26%. Oil, the international standard, dropped 2% to below $99 per barrel. That’s down from nearly $110 a few weeks ago, and the easing removes some pressure from the high inflation that’s squeezing people and businesses worldwide.
European Market – European stocks rose for a third day as oil prices retreated and bond yields eased, supporting risk appetite. UK, Germany and France Index advance up to 1%.
Gold – Gold price gained 1% to $4170/ounce due to declined US 10-Year Bond Yield by 4bps to 5.25%
Brent Crude -. Brent crude oil prices climbed up by 2% to above the psychologically important $100-a-barrel mark on Wednesday after the news that Houthi attack Saudi Arabia as persistent risks to Middle East energy flows
FIIs – FIIs were net sellers Rs2961cr. FIIs were net sellers Rs17144cr this month | 67 |
| 19 | Union Bank | Q2 FY27 Biz Update - Strong growth in advances. Deposits growth higher YoY/QoQ. Low-cost deposits mix saw pressure QoQ, growth momentum continues. Gross advances at Rs 11.56 lakh crore versus Rs 9.75 lakh crore, up 18.5% YoY. .- Positive
Jammu & Kashmir Bank – Impressive businessUpdate as on Sept. 30 - Total business up 19% YoY to Rs 3.1 lakh crore. Gross advances up 23.7% YoY to Rs 1.3 lakh crore. Total deposits up 16.3% YoY to Rs 1.77 lakh crore. .- Positive
Ujjivan SFB Q2 Biz Update - Total deposits up 29.2% YoY to Rs 50,649 crore. Gross loan book up 32% YoY to Rs 45,699 crore. Disbursements up 33% YoY to Rs 10,560 crore. .- Positive | 103 |
| 20 | KFintech – Company partners with APMI to launch InPro, an industry-wide AML platform for India's PMS sector, unveiled by SEBI Chairman at APMI's 3rd Annual Conference. – Positive
MTNL – Company divests prime Powai land to Income Tax Dept via G2G deal worth ₹891.53 Cr, covering 20,895 sqm at Technology Street. – Positive
Hyundai Motor India records 'highest-ever' monthly sales in Sept at 77,916 units – Company reported its highest- ever monthly total sales including exports in September at 77,916 units, registering a 10.8% (YoY) growth
GST Collections Rise 14.7% YoY to above Rs2 Lakh Crore In September - The Goods & Services Tax (GST) collection witnessed a decent growth in the month of September 2026. Gross GST collections in September rose 14.7% year-on-year (YoY) to Rs 2.04 lakh crore.
TVS Motor, Force Motor, Tata Motor CV, Hyundai Motor and Maruti announce impressive September monthly sale volume – TVS Motor sales at 6.73 lakh unit (up 24% YoY). Hero Motocorp sales at 6.66 lakh (up 6.3% YoY). Eicher Motor sales at 1.34 lakh (up 8% YoY), VST Trillers sales at 5954 unit (up 33% YoY), Escorts sales at 15214 units (down 16.7% YoY), Hyundai Motor sales at 77196 (up 10.8% YoY). M&M sales at 64092 unit (up 14% YoY). M&M tractors sales at 52100 unit (down 21% YoY), Bajaj Auto sales at 5.28 lakh unit (up 5% YoY), SML Mahindra at 1124 unit (up 18% YoY). Force Motor sales at 4027 unit (up 62% YoY). Tata Motor CV September sales at 43487 unit (up 42.4% YoY), Maruti September sales at 236013 unit (up 24% YoY)
CEAT – Company said it has expanded its Chennai plant capabilities across categories, boosting its capacity to manufacture advanced and premium products for domestic as well as key international markets, including Europe and North America. – Positive
V2 RETAIL, M&M FINANCE, BANK OF INDIA, NYKAA, L&T Finance, HDFC Bank, PNB, DLF, Pranav Const. Bajaj Finance. Hindusthan Insulators & Industries (Q2FY27, Standalone YoY) - Revenue up 147% to Rs 172 crore versus Rs 70 crore. Ebitda up 10.7x to Rs 75 crore versus Rs 7 crore. Margin at 44% versus 10%. Net profit at Rs 55 crore versus los
Pranav Constructions (Q1, YoY) – impressive results - Revenue up 15.7% to Rs 164.5 crore. Ebitda up 40.2% to Rs 29.3 crore. Margin at 17.8% versus 14.7%. Net profit up 45.5% to Rs 14.4 crore.- Positive
Manipal Payment (Q1, YoY) stable results - Revenue up 47.8% to Rs 419 crore. Ebitda up 44.1% to Rs 124.2 crore. Margin at 29.6% versus 30.4%. Net profit up 129.2% to Rs 77.7 crore versus Rs 33.9 crore. .- Positive
Karnataka Bank – Impressive| Q2 Business Update - Deposits up 12% YoY to Rs 1.15 lakh crore. Gross advances up 25% YoY to Rs 92,014 crore. CASA up 15% YoY to Rs 36,626 crore. .- Positive
Indian Bank – Impressive Business Update as on Sept. 30 - Total business up 14.2% YoY to Rs 15.96 lakh crore. Total deposits up 12.4% YoY to Rs 8.73 lakh crore. Gross advances up 16.6% YoY to Rs 7.23 lakh crore. .- Positive
Adani Ports - Sept Biz Update - Cargo volume up 11% YoY to 46 MMT, led by containers, up 15% YoY. Logistics rail volume up 3% YoY to 62,302 TEUs. .- Positive
M&M Financial Services – Impressive Q2 FY27 Update - Loan growth sees pickup. Strong disbursement momentum. Collection efficiency remains largely stable. Stage 2 and Stage 3 assets see marginal improvement. Disbursements up 22% YoY to Rs 16,490 crore. H1 disbursements up 22% YoY to Rs 32,050 crore.Business assets up 15% YoY to Rs 1,46,300 crore. Collection efficiency at 97% versus 96% YoY. .- Positive
Punjab National Bank – Impressive Q2 FY27 Business Update - Loan and deposit growth rate moderated. Credit-deposit ratio increases YoY. Global deposits at Rs 17.77 lakh crore versus Rs 16.17 lakh crore, up 9.9% YoY. Global advances at Rs 13.43 lakh crore versus Rs 11.70 lakh crore, up 14.8% YoY. Global CD ratio at 75.56% versus 72.33%, up 323 bps YoY. .- Positive | 83 |
