- As per market grapevine, the recent correction in gold and silver is supportive for equities, as investors are rotating back into quality stocks at current lower levels.
- Morgan Stanley expects Indian equities to undergo re-rating as macro conditions ease. Supportive RBI policies, ongoing reforms and trade agreements are likely to aid growth and earnings. In its bull case, Sensex is projected to reach 1,07,000 by Dec 2026.
- Fiberweb (India), a debt-free co., posted 90% q-o-q PAT growth to Rs. 4.22 cr. in Q3FY26. 9MFY26 margin improved to 15.21%. HNIs hold 14.17%. Following the US tariff cut from 50% to 18%, the company secured 15+ US export orders worth Rs. 8+ cr. Trades at Rs. 41 vs. high of Rs. 66, with P/E of 7.
- Golkunda Diamonds & Jewellery has Rs. 63 cr. reserves against Rs. 7 cr. equity. It posted 9MFY26 PAT of Rs. 9.84 cr., which may lead to FY26 EPS of Rs. 20–22. Share trades at a P/E of 11x, RoCE/RoE ~20%. Trades at Rs. 208 vs. ATH of Rs. 304. EU and US trade deals remain key tailwinds.
- Inspirisys Solutions posted 125% q-o-q PAT growth to Rs. 16.66 cr. in Q3FY26. 9MFY26 PAT grew 58% y-o-y to Rs. 30.09 cr. Earnings momentum remains strong; stock is near its 52-week high of Rs. 120.
