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October 22, 2025

Diwali 2025: Record-Breaking Festive Sales Cross ₹6.05 Lakh Crore Amid GST Cuts
India’s retail and trade sector witnessed bumper Diwali sales in 2025, with the Confederation of All India Traders (CAIT) reporting record turnover driven by strong consumer demand, GST reductions, and positive economic sentiment.
Festive Season Sales Estimates (CAIT Data):
Year Estimated Sales Key Highlights
2021 ₹1.25 lakh cr Post-COVID recovery led to record-breaking demand.
2022 ₹2.50 lakh cr Consumption revival driven by urban and rural markets.
2023 ₹3.75 lakh cr Broader participation across Tier 2–3 cities.
2024 ₹4.25 lakh cr Consistent growth across all categories.
2025 ₹6.05 lakh cr GST cuts + festive optimism power 40% YoY surge.
Breakdown of 2025 Festive Sales:
Goods: ₹5.40 lakh cr
Services: ₹0.65 lakh cr
Total: ₹6.05 lakh cr
The trend highlights India’s rising consumption power and robust domestic economy, with festive sales nearly 5x higher than 2021 levels. Retailers across electronics, jewellery, FMCG, automobiles, and e-commerce segments reported record order volumes, reinforcing India’s strong consumer confidence and spending capacity.
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Brokerage Radar – Key Stock Views
FEDERAL BANK: Clarifies no decision yet on preferential issue for 9.99% stake
Federal Bank said no decision has been finalized regarding a reported preferential issue of up to 9.99% stake.
The Board will meet on October 24, 2025, to evaluate various fund-raising options.
@Beatthestreetnews
Reliance Retail is finally going all-in on quick commerce
600 dark stores added in the last two quarters to complement the 3,000 retail stores it was already delivering from.
Jiomart has pivoted from next-day to 30-minute delivery.
“We were a bit late… but we’ve re-pivoted completely,” said CFO Dinesh Taluja on the earnings call.
It now wants to take market share from incumbents like Blinkit, Swiggy and Zepto in the metros.
Reliance says its quick commerce offering is now in 1,000 cities vs 152 cities for market leader Blinkit.
It wants to fortify its presence in smaller towns using the network of Reliance Fresh stores, where competition is not present.
Market starts Samvat 2082 on a healthy note with all major indices opening in the green
Market Today
JAIN RESOURCES RECYCLING Q2 RESULTS
Net Profit: Rs. 99.2 cr
Up 78% YoY | Up 73% QoQ
Revenue: Rs. 2113 cr
Up 52% YoY | Up 36% QoQ
EBITDA: Rs. 160 cr
Up 82% YoY | Up 78% QoQ
EBITDA Margin: 7.57%
v 6.30% YoY | 5.81% QoQ
@Beatthestreetnews
Key Pointer Summary of Jon Gray’s Keynote at 2025 CIO Symposium
Blackstone’s Performance: Highlighted strong growth and success since founding, positioning it as a leader in alternative investments.
Economic Context: Inflation cooling, corporate earnings robust, labor market resilient. Interest rates declining, creating favorable investment conditions.
AI as “The Main Thing”: Compared to the 1990s internet revolution, AI expected to drive massive productivity gains. Trillions in investments needed for AI infrastructure (e.g., data centers, power generation).
Investment Opportunities: Focus on alternative assets: private equity, private credit, real estate. $300 trillion opportunity set in evolving global markets.
India-Specific Comment: Jon Gray emphasized India as a key growth market, noting its robust economic expansion, young workforce, and increasing digital adoption. He highlighted Blackstone’s strategic investments in Indian real estate and technology sectors, viewing India as a critical region for capitalizing on AI-driven opportunities and long-term returns.
Risks and Challenges: Geopolitical tensions and potential tech hype cycles. High debt levels as a concern for economic stability.
Call to Action: Leverage Blackstone’s scale and expertise for long-term returns in AI-driven markets, including high-potential regions like India.
Legacy: Honored Blackstone’s history and key figures like Steve Schwarzman.
Ola Electric Faces Employee Suicide Probe – Official Response
Tragic Incident: Ola Electric mourns the loss of employee Mr. Aravind, with “thoughts remain with his family during this difficult time.” No prior complaints from him; role unrelated to top management.
Legal Pushback: FIR filed post-news article (Oct 20) – Company challenged in Karnataka HC, securing protective orders. No chargesheet yet; full cooperation with probe.
Support Extended: Full final settlement paid to family; committed to “safe, respectful workplace.”
Share India to consider fund raise on 30th October
Fertilizer Stocks: China Commerce Ministry sets fertilizer import tariff quotas for 2026 at 13.65 million metric tons
Ola Electric: Clarifies on employee FIR case; says no charges filed and no material impact
Ola Electric said an FIR was registered following an employee’s death, but no chargesheet has been filed.
The company has challenged the FIR in the Karnataka High Court, which granted protective orders in its favor.
It said full and final settlement has been made to the employee’s family and the case has no impact on its business.
@Beatthestreetnews
PNB: Expects Rs. 9,000 cr hit from RBI’s new Expected Credit Loss (ECL) framework
Punjab National Bank expects a Rs. 9,000 crore impact as it adopts the RBI’s new Expected Credit Loss (ECL) framework.
The new norms shift from an incurred-loss model to a forward-looking system for provisioning.
Implementation is scheduled from April 2027 under IFRS 9 standards.
@Beatthestreetnews
Dr. Reddy’s: Receives USFDA ‘Voluntary Action Indicated’ (VAI) classification for Srikakulam facility
Dr. Reddy’s received the Establishment Inspection Report from the USFDA for its FTO 11 formulations plant in Srikakulam, Andhra Pradesh.
The inspection has been classified as ‘Voluntary Action Indicated (VAI)’, indicating only minor observations.
The inspection is officially closed, confirming regulatory compliance and allowing continued exports to the US.
@Beatthestreetnews
Upcoming IPO: Avaada Electro files confidential draft papers with SEBI to raise around Rs. 10,000 crore via IPO
https://www.moneycontrol.com/news/business/ipo/upcoming-ipo-avaada-electro-files-confidential-draft-papers-with-sebi-to-raise-around-rs-10-000-crore-via-ipo-13625383.html
US H-1B Visa Fee: Major relief for students and professionals as Trump administration clarifies exemptions
https://www.storyboard18.com/how-it-works/us-h-1b-visa-fee-major-relief-for-students-and-professionals-as-trump-administration-clarifies-exemptions-82886.htm
Kotak Securities – Pharma Recommendations
Piramal Pharma: Maintain Buy; TP raised to Rs. 325 from Rs. 305 — 60%+ upside
Blue Jet: Upgrade to Buy from Add; TP cut to Rs. 825 from Rs. 900
Sector Note: New molecules to energize hypercholesterolemia space
Insight: Obicetrapib — Piramal Pharma benefits, Blue Jet faces setback
Ramesh Damani says remain bullish on PSU stocks – CNBC TV18
Like companies in the rare-earths space, I think PSUs here will do well.
Think Govt will look at PSUs to explore rare-earth.
Like construction space, Govt focusing on building out Delhi.
Lots of companies with IP are building out vaccines, drugs.
Breaking: OpenAI is now the world’s most valuable private company, valued at $500 billion
This is 3.5 times higher than Spotify’s market value of $144 billion and almost equal to Netflix’s at ~$520 billion.
OpenAI estimates its annual revenue would reach $13 billion in 2025, 3.5 times higher than in 2024.
By comparison, Netflix’s and Spotify’s annual sales are set to reach $45 billion and $17 billion, respectively.
Meanwhile, OpenAI’s estimated subscriber count is ~20 million, compared to Netflix’s ~300 million and Spotify’s ~276 million.
OpenAI has a lot to prove.
From Live Mint
US–India Trade Deal Imminent with Massive Tariff Cuts & Russian Oil Clause — Mint
The US is likely to announce a trade deal with India “soon,” according to Mint.
The agreement is expected to slash tariffs from 50% to roughly 15% on select goods.
In return, India is expected to scale back its imports of Russian oil, aligning more closely with U.S. strategic interests.
HUL: Parent Unilever delays the demerger of its Magnum ice cream unit, citing the US government shutdown preventing SEC approval of a key registration statement
Amazon Plans Massive Automation Drive — 600,000 U.S. Jobs at Risk by 2033
Automation Push: Amazon targets 75% of operations to be automated by 2033, aiming to replace over 600,000 U.S. jobs.
Efficiency Gains: Could save $12.6 billion (2025–2027) and cut ~$0.30 per item in warehouse & delivery costs.
Growth Outlook: Despite job cuts, product sales expected to double through faster, tech-driven operations.
Workforce Impact: ~160,000 roles may be eliminated by 2027, highlighting rising labor disruption.
Shilchar Technologies: Large trade on BSE
Promoter Alay Jitendra Shah sold 1.17 lakh shares (1.02% stake) at Rs. 4,350.26 per share.
Alchemy Emerging Leaders of Tomorrow bought 0.90 lakh shares (0.78% stake) at Rs. 4,347.43 per share.

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