Welspun Corp posted Q2 EPS up 53% to Rs.16.7 and H1 EPS up 48% to Rs.30, which may lead to FY26 EPS of Rs.68+ vs Rs.45.9. Order book Rs.23,500 cr ensures strong revenue. Share trades at a P/E of 12.2x vs peer 33x.
Welspun Corp posted Q2 EPS up 53% to Rs.16.7 and H1 EPS up 48% to Rs.30, which may lead to FY26 EPS of Rs.68+ vs Rs.45.9. Order book Rs.23,500 cr ensures strong revenue. Share trades at a P/E of 12.2x vs peer 33x.
Reliance Industries is reportedly in discussions to acquire a stake in Udhaiyam Foods, a prominent South India-based ready-to-eat and ready-to-cook packaged food company. The move is part of Reliance’s strategy to expand its footprint in the FMCG packaged foods segment and compete with established players like Tata Consumer Products, ID Fresh, and MTR Foods.
Nestlé India has appointed Nitu Bhushan as its new Executive Director – Human Resources, strengthening its leadership team with a seasoned HR professional who brings extensive experience from the FMCG and consumer goods space.
Tata Capital has anchored a ₹2,300 crore refinancing package for Jayaswal Neco Industries, providing a major boost to the steel and pig iron producer’s balance sheet and liquidity position. The transaction marks one of the larger structured refinancing deals in the domestic credit market in recent months.
JM Financial is increasingly betting on private markets as a key driver of future growth and profitability, according to Vishal Kampani, Managing Director of the group. As traditional capital market businesses face cyclical pressures, private credit and private equity are emerging as more stable and scalable revenue streams.
The Indian rupee is expected to weaken further in the coming weeks, as subdued capital inflows, ongoing foreign selling and uncertainty around major trade negotiations keep pressure on the currency. Analysts say the trend may continue through the end of 2025, with both the forex and debt markets watching closely for shifts in investor behaviour.
Gold prices edged higher in global markets as US Treasury yields softened, improving the appeal of the yellow metal. Meanwhile, silver prices stabilised after a sharp rally that had pushed the metal to record levels in recent sessions.
Crude oil prices moved higher in global markets as escalating tensions between the United States and Venezuela raised concerns over potential supply disruptions. The geopolitical uncertainty has added a risk premium to oil prices at a time when markets are already sensitive to supply-side developments.
Regulator SEBI is re-examining the mutual fund fee structure with a focus on improving cost efficiency for investors, a move that also aligns with broader reforms linked to IPO disclosures and market transparency. The proposal is expected to be discussed at an upcoming SEBI board meeting.
Foreign portfolio investors (FPIs) have sold a record amount of Indian equities in 2025, highlighting sustained capital outflows amid global volatility and shifting investor sentiment.
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