- Goldman Sachs sees three more RBI rate hikes. Economist Santanu Sen Gupta expects the RBI to raise rates by another 75 bps by June.
- Debt-free, dividend-paying Gujarat Pipavav Port (GPPL) handled 192,000 TEUs in Q2 FY27 versus 164,000 TEUs a year ago, while Ro-Ro volumes grew to 58,000 units from 56,000. H1 container volumes rose to 360,000 TEUs from 328,000; the stock could revisit its Rs.262 high if market sentiment improves.
- On 16-10-2026, Indo Rama Synthetics (India) approved Rs.200 cr. capex at its Butibori, Nagpur plant to expand speciality filament and fibre production, with commercial operations expected in 12–18 months. A close above Rs.112 could open a potential Rs.120–130 range.
- JAYNECOIND more than doubled Q2 FY27 PAT to Rs.229.81 cr. on 23.2% revenue growth, with record EBITDA margins of 20.35%. Borrowings fell 29.2% to Rs.1,484.16 cr., while its Rs.720 cr. pellet plant and Rs.200 cr. promoter warrant subscription support medium- to long-term growth prospects.
- On 14-10-2026, South West Pinnacle Exploration reported progress in its Oman JV, with 12 copper-gold prospects identified and a 6,132-line-km HeliTEM survey completed. Rock-chip sampling returned copper values of up to 2.27%, supporting further exploration; the stock could revisit its Rs.288 high.
- Butterfly Gandhimathi Appliances reported Q2 FY27 PAT of Rs.20.18 cr. versus Rs.8.84 cr. in Q1, a 129% QoQ jump, with H1 PAT at Rs.29.07 cr. It recorded its highest-ever quarterly retail revenue, while new products and Rs.382 cr. in reserves add to its growth profile. At Rs.603, the stock trades well below its lifetime high of Rs.1,903.
Debt-free, dividend-paying Gujarat Pipavav Port (GPPL) reported 30% higher PAT of Rs.515 cr. and paid a 104% dividend for FY26. It signed a non-binding MoU with Gujarat Maritime Board for potential investment of Rs.17,000 cr.; Q1 PAT grew 65% to Rs.147.90 cr. At Rs.166, its P/E of 14.8x and ROCE of 28.1% are notable.
