J Kumar Infra with Rs.20,160 cr. order book posted Q2 EPS of Rs.12 and H1 EPS of Rs.25.7, which may lead to FY26 EPS from Rs.57 vs Rs.51.7 in FY25. Share trades at a P/E 10x vs industry 37x.

Federal-Mogul Goetze (India) posted 29% higher Q2 EPS of Rs.8.9 and 25% higher H1 EPS of Rs.16.6, which may lead to FY26 EPS of Rs.36+ from Rs.29 in FY25. Share trades at a forward P/E of 13.9x vs industry 38x.

Northern Spirits posted 36% higher Q2FY26 PAT of Rs.7.59 cr. and H1FY26 PAT of Rs.14.97 cr. with EPS of Rs.9.33, which may lead to FY26 EPS of Rs.22–25;

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.

As per market veteran expects double-digit corporate earnings growth only in FY27. Interest rate cuts in 2026 likely smaller than 2025. Gold and silver may rise. Mid-caps may outperform. Avoid panic selling, leverage, high PE IPOs, or expensive SME stocks; focus on savings and long-term horizon.

As per astrology view, some important turning dates are 8th, 11th, 16th, 19th, 24th, 26th and 31st December 2025.

Data: FPIs held firm on shorts this settlement at 1.70 lakh contracts, close to the all-time high of 1.97 lakh. The key question is whether they push beyond 2 lakh contracts or start unwinding before that—this will set the next market tone.

Expert analyst expects a strong Q3 GDP as post–22nd September inventory clearance and heavy festive sales from Dussehra to Deepawali have boosted demand. With Q2 impacted by postponed sales and production rising sharply since late September, another upbeat GDP print for Q3 looks possible.

India PM Narendra Modi says the Government plans to open the nuclear sector for private participation—a big positive for HCC. HCC board also approved fund raising via rights issue up to Rs.1000 cr. Keep on radar.

20-20-20 (Sales Growth, Profit Growth, ROE above 20%): Adani Power, Bajaj Finserv, Eicher Motor, Mazagon Dock Shipbuilders, Polycab India, Solar Industries, Trent, TVS Motors, Varun Beverages.

As per market grapevine, Nifty, Sensex and BankNifty are at new all-time highs while portfolios sit near 52-week lows, signalling a clear mastermind game by big players and funds to manage headline indices and keep retail SIP flows steady, leaving investors frustrated despite record levels.