Banking stocks poised for selective rally as sector rotation gains momentum: Deven Choksey
Despite a flat market, selective traction is building in banking stocks as sector rotation picks up pace. Deven Choksey of DRChoksey FinServ expects stronger earnings in H2FY26, led by improved cost controls, SME loan growth, and government-led consolidation tailwinds in public sector banks.
SBC Exports Q2 profit rises twofold to Rs 11 cr on new order wins
SBC Exports Ltd reported a significant profit jump in the September quarter of FY26. Profit after tax doubled to Rs 11.36 crore. This growth was driven by new order wins. Revenue also saw a substantial increase of 28.49 percent. The company secured several work orders and export contracts.
IPO Calendar: Busy week ahead with PhysicsWallah, Emmvee and Tenneco leading Rs 10,000 crore line-up
The coming week will see a flurry of IPO activity with five public issues—PhysicsWallah, Emmvee Photovoltaic Power, and Tenneco Clean Air India among them—looking to raise over Rs 10,000 crore across sectors like edtech, clean energy, automotive, and pharma, testing investor appetite and liquidity.
Hot on AI, FIIs dump Indian equities worth Rs 1.5 lakh crore in 2025 so far. Can bubble fears reverse trends?
Foreign investors have offloaded Indian equities worth over Rs 1.52 lakh crore in 2025 so far, with experts linking the selloff to India’s lag in the global AI rally. However, stretched valuations in AI-driven markets may soon moderate outflows as investors reassess risks and valuations.
Economic revival, consumption boost and smallcap turnaround: Varun Goel sees broad-based market optimism
India’s economy is set for a strong revival in FY26. Projections indicate growth nearing 7 percent. This surge is fueled by significant tax reductions, increased government infrastructure investment, and supportive monetary policy. Early indicators point to improved company earnings, particularly within the small and midcap segments. Discretionary spending is expected to rise, benefiting sectors like […]
Axis Securities names 5 smallcap stocks to buy this November, sees up to 35% upside. Do you own any?
Axis Securities believes these companies offer solid earnings visibility, healthy balance sheets, and participation in strong domestic growth themes such as clean energy, industrial expansion, and component manufacturing.
Delhivery to Birlasoft: 10 stocks on Nuvama’s radar post Q2. Upside seen up to 57%, downside 9%
Nuvama has reviewed Q2 results of 10 listed companies, issuing Buy, Hold, and Reduce ratings with upside potential up to 57% and downside risk of 9%.
IPO frenzy turning murky amid lack of transparency, says market veteran Sandip Sabharwal
Veteran investor Sandip Sabharwal has cautioned that India’s ongoing IPO frenzy may be masking deeper concerns about transparency and earnings quality. He highlighted a pattern of companies turning profitable only before their listings, adding that heavy promoter selling and institutional interest are overheating the primary market while keeping secondary sentiment subdued.
Gaurs Group aims Rs 2k cr revenue from sale of flats in new Yamuna Expressway project
Gaurs Group expects Rs 2,000 crore revenue from its new premium housing project on Yamuna Expressway, launching the first phase with 950 units. The 12-acre project, priced from Rs 1.9 crore, is driven by strong customer response and upcoming infrastructure like the Jewar airport. The developer is also planning a shopping mall and a 5-star […]
JSW Cement Q2 Results: Co swings to Rs 75 crore profit on robust sales, volume growth
JSW Cement reported a profit of Rs 75.36 crore for the September quarter of FY26, a significant turnaround from a loss of Rs 75.82 crore in the same period last year. This improvement was driven by double-digit growth in sales volume, reaching 3.11 million tonnes. The company also reduced its net debt by Rs 1,335 […]