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.
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.
Deep Industries posted 75% higher Q2 EPS of Rs.10.5 and 67% higher EPPS of Rs.19.7 vs FY25 EPS of Rs.14.1, which may lead to FY26 EPS of Rs.30. Share trades at a P/E of 16.5x. Attractive.
Rox Hi-Tech posted H1 EPS of Rs.4.6 vs FY25 EPS of Rs.11. It holds Rs.27 cr. cash and Rs.36 cr. loans given. Its net block including CWIP is Rs.34 cr. Share trades at a forward P/E of 4.2x, long-term prospects look strong.
Pro Fin Capitalto review 25% stake buy at Rs.22 per share and 1:1 bonus issue at its 26 November board meeting.
Yuvraaj Hygiene Products posted 257 bps QoQ rise in PAT margin to 11.81% in Q2FY26.
Despite Nifty near highs, mid and smallcaps stay rangebound with weak discovery. IPO frenzy persists despite heavy discounts, driven by retail greed and RBI’s relaxed IPO funding. Underwriters remain stuck even after 30–40% cuts.
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