Goldman Sachs on Solar Industries
Buy | Target Price Rs. 18,215
Company secures an international defence order worth Rs. 1,400 cr to be executed over four years.
This is the first major global defence order since Feb 2025 and ensures order book accretion in Q3 FY26.
Defence and international segments remain key earnings drivers.
NIFTY OUTLOOK: 25910.05 FII -728.82 cr DII 6156.83 cr
As discussed yesterday, market behaviour remained on expected lines, as Nifty lost its uptrend momentum and slipped to a day low of 25876.5, i.e., near our support of 25865.
Confirmation bias often pushes investors toward information that supports their views, leading to overconfidence and poor decisions. Smart investors build wealth through conviction, not collection—two right stocks can outperform twenty. Generational wealth comes from focused, high-conviction bets, not chasing green in every stock. Stay disciplined, stay selective, and follow conviction over noise.
SEBI is rolling out a series of stricter regulations aimed at reining in speculative listings and improving the quality of companies going public via the SME IPO route.
The chairman of Securities and Exchange Board of India (SEBI), Tuhin Kanta Pandey, has confirmed that the much-anticipated IPO of the National Stock Exchange of India (NSE) is still on track and that SEBI will provide a formal No Objection Certificate (NOC) “at the appropriate time”.
Amazon-backed grocery chain More Retail is preparing for a major IPO in India, targeting a roughly $300 million (≈ ₹2,000 crore) raise, according to people familiar with the matter.
India is set to invest US$ 10 billion (around ₹85,000 crore) to build a fleet of 112 crude-oil tankers domestically by 2040, as part of a bold push under its “Atmanirbhar Bharat” (self-reliant India) strategy.
A recent system failure at Delhi’s Indira Gandhi International Airport has exposed deep-rooted vulnerabilities in India’s air traffic control (ATC) infrastructure — raising questions about why legacy systems were allowed to persist despite urgent calls for modernization.
Biocon Ltd shares surged to new 52-week highs in November 2025, driven by strong technical momentum and positive corporate developments. Market watchers believe the breakout could offer further upside, though some caution against pushing too hard on the long side.
Over the past four years, Paytm investors have endured a wild ride — from regulatory crackdowns and steep losses, to signs of a turnaround and growing profitability. With its recent performance, the big question now: How secure is Paytm’s future?
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