
Former Anchor @CNBC_Awaaz, @ZeeBusiness. tweets are personal Instagram: https://xitter.cf/t.co/uBsDvYLYE2 https://xitter.cf/t.co/9eXU9fsRia
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सर्वे भी तू सर्वा भी तू ,
जीवन भी तू म्रत्यु भी तू ,
दाता तू विधाता तू
देता तू लेता तू ,
सत्य तू असत्य हम ,
भग्वन तू मनुष्य हम
शिव तू सुंदर तू शक्ति
तू सब कुछ तू मैं कुछ नहीं
जीवन तू मैं कुछ नहीं
🙏 🙏🙏 Gratitude
#Weekendvibes
Earnings Post Market Till 10 PM (26th Oct)
Tata Consumer (Above Est)
REC (Below Est)
Paytm (Good)
Sona Comstar (Good)
Milkfood (Good)
Aavas (Good)
Sunteck Real (Good)
Venue Remedies (Good)
Kfin Tech (QoQ Good, YoY Flat)
Aegis Logistics (QoQ Weak, YoY Good)
Nazara Tech (QoQ Good, YoY Weak)
Sumitomo Chem (Weak)
Dalmia Bharat (Weak)
Wework (QoQ Good, YoY Weak)
Astec Life (Loss)
Loss Making Companies Down from High
1) Swiggy:
Fall From Life High -70%
TTM Loss: -3578 Cr
2) Brainbees:
Fall From High -75%
TTM Loss: -181 Cr
3) Alok Ind
Fall From High -90%
TTM Loss: -757 Cr
4) AB Fashion
Fall From High -70%
TTM Loss: -845 Cr
5) Ola Electric
Fall From High -80%
TTM Loss: -1741 Cr
6) Tejas Network
Fall From High -75%
TTM Loss: -817 Cr
7) Devyani Intl
Fall From High -50%
TTM Loss: -28 Cr
8) One Source Speciality
Fall From High -40%
TTM Loss: -50 Cr
9) Urban Company
Fall From High -35%
TTM Loss: -457 Cr
10) Piramal Pharma
Fall From High -40%
TTM Loss: -314 Cr
Credit @Dixitagg
JYOTI Structure - Yet Another Mega order win - This time from Rajasthan worth Rs 949 crores
Jyoti Structure wins another large order for 800 kV HVDC Bipole Barmer & South Kalamb Transmission Lines
Large Capacity at Nashik Plant will drive growth for company in coming quarters
It has constructed transmission lines ranging from 66 KV to 800 KV. Its tallest structure reaches a height of 106 m, and the maximum weight of an erected tower reaches 150 MT. The company had an opening order book of Rs. 2,274 Crs as of April 1, 2026 and with new orders in H1 order book has more than doubled since April 2026.
Imp event of this week
1. US Fed Meeting (27-28 Oct)
2. Crude Oil Blast ($117)
3. Jio Platforms Listing - 28 Oct
4. India Q2 Earnings
L&T, Maruti Suzuki, Bajaj Auto, Cipla, Tata Steel, HUL, Adani Enterprises, Adani Ports, Hero Moto, Asian Paints, Coal India, Sun Pharma, Bank of Baroda, IOC, BEL, Trent, TVS Motor
5. India : 2 More Trigger
• Nifty Monthly Expiry: 27 Oct Tuesday
• IIP / Manufacturing Data: 28 Oct
6. US Earnings: Alphabet, Microsoft, Amazon
Big money enters Bonfiglioli Transmissions on debut!
Narayana Murthy’s Catamaran Ventures + Equism Capital bought shares worth ~₹175 Cr in bulk deals on listing day.
Catamaran: 21.34L shares (~₹119 Cr)
Equism: 9.55L shares @ ₹585
Strong industrial gearbox & drive play.
IPO was 46x subscribed at ₹586
Earnings Post Market 24,25th Oct
IndusInd Bank (Above Est)
Infosys (Below Est)
BPCL (Above Est)
Kotak Bank (Below Est)
Coforge (Inline)
IDFC First (QoQ Weak, YoY Good)
AU Bank (QoQ Weak, YoY Good)
Dr Reddy (QoQ Weak, YoY Good)
Apollo Micro (Good)
Lumax Auto (Good)
Kajaria Ceramics (Good)
Cubex Tubings (Good)
JK Tyre (QoQ Good, YoY Weak)
Jupiter Life (QoQ Good, YoY Flat)
Trault Bio (QoQ Weak, YoY Good)
Railtel: (QoQ Good, YoY Flat)
Chemcon (QoQ Weak, YoY Good)
Runwal Ent (QoQ Good, YoY Weak)
Supreme Petron(YoY Good, QoQ Weak)
OFSS (QoQ Weak, YoY Flat)
Sesashayee Paper (Good)
CRISIL (Flat)
Automotive Stamp: Good
Bank of India (Weak)
Mastek (Weak)
SBI Funds (Weak)
Castrol (Weak)
Shakti Pump (Weak)
Torrent Pharma (Weak)
Rajoo Engineers (Weak)
EAAA India's IPO brings the alternatives business into focus. The number to look at here is fee-paying AUM, not total AUM alone.
As of June 2026, total AUM stood at ₹95,345 crore, while fee-paying AUM was ₹48,623 crore. The latter grew at a three-year CAGR of 23.43% through FY26. This is the asset base on which the company earns management and advisory fees.
That shows up in the income mix. Management and advisory fees rose 20.76% in FY26 to ₹579.07 crore, accounting for 60.08% of total income. FY26 profit after tax stood at ₹265.20 crore, against ₹229.78 crore a year earlier.
Real assets and private credit are the two main businesses. Real assets alone contributed ₹28,040 crore of fee-paying AUM as of June 2026.
Sekura, EAAA's wholly owned subsidiary, provides in-house asset operating and management support. Its work includes operations, maintenance, monitoring and efficiency improvement, adding an operating role alongside the investment business.
The anchor book raised approximately ₹360 crore, with 21,62,161 shares allocated at ₹1,665 per share. Participants included HDFC Mutual Fund, ICICI Prudential Mutual Fund, SBI Mutual Fund, Nippon India Mutual Fund and Kotak Mahindra Mutual Fund, alongside global investors including Government Pension Fund Global and Schroders.
The ₹1,200 crore IPO is entirely an offer for sale, so the proceeds go to the selling shareholder, not the company. A growing fee base is one part of the picture; fund performance and the timing of performance-linked income also matter. Read the RHP before investing
ABCD of the Bond Market | Ft. Mohit Gang | Bond Market | Dhannaama Ep: 02
Watch Full Podcast: youtube.com/watch?v=d9-5Gr0h…
@Mohit_Gang @moneyfront
#Dhannaama #MohitGang #Moneyfront #SumitMehrotra #Podcast
Good Earnings till now
COMPANIES THAT GAVE REPORTED GOOD RESULTS IN Q2FY27
1. Steel Strips Wheels
2. Garware Hi-Tech Films
3. HFCL
4. Sterlite Technologies
5. Lumax Auto Technologies
6. Piramal Capital & Housing Finance
7. Tatva Chintan Pharma Chem
8. Hindustan Zinc
9. Varmora Granito
10. Bajaj Finance
11. AksharChem India
12. Aptus Pharma
13. Union Bank of India
14. Elevate Campuses
15. UltraTech Cement
16. Bhansali Engineering Polymers (BEPL)
17. L&T Technology Services (LTTS)
18. Koura Fine Diamond Jewelry
19. Mangalam Global Enterprises
20. Netweb Tech
No Recommendation
@SumitResearch
#Q2FY27 #stockmarketsindia
Bond Market से कैसे हिल जाता है Share बाजार? | Teaser | Ft. Mohit Gang | Dhannaama
#Dhannaama #Mohitgang #Moneyfront #sumitmehrotra #Podcasts
@Mohit_Gang @moneyfront
Jyoti Structures gets a big order worth Rs ~690 crores from Gujarat. ORDER book crosses more than Rs 2000 crores. (Market Cap Rs 1000 cr)
Gujarat Energy Transmission Corporation give order to Jyoti for 765kV DC Pachchham - Saykha Transmission line setup.
Scope of Work: Design, supply, erection, testing and commissioning on a total turnkey basis.
The company had orders from clients like
o Power Grid
o Adani Group
o Reliance Industries
Swiggy Down 70% From Life High
Largest Mutual Funds in Swiggy
Funds: Number of Shares
1) Kotak Midcap: 4.13 Cr Sh
2) SBI Large & Midcap: 3.80 Cr Sh
3) Nippon India Multicap: 3.50 Cr Sh
4) Mirae Large & Midcap: 2.50 Cr Sh
5) Nippon India Largecap: 2.27 Cr Sh
5 Fund increased holding in September Itself
1) SBI Large & Midcap
2) Kotak Arbitrage Fund
3) Mirae Asset Midcap
4) SBI Midcap Fund
5) SBI Contra Fund
घाटा भी बढ़ रहा, फंड्स का निवेश भी बढ़ रहा
Once Multibagger now part of underperformance
COFFEE CAN INVESTING वालों का क्या हुआ? 5 साल में QUALITY STOCKS का हाल देखिए!
Stocks Fall from ALL TIME HIGHS
1. Relaxo Footwears: -82%
2. Tata Consultancy Services: -47%
3. Dixon Technologies: -44%
4. ICICI Lombard General Insurance: -47%
5. Varun Beverages: -42%
6. Page Industries: -42%
7. Central Depository Services: -42%
8. Asian Paints: -39%
9. Hindustan Unilever: -42%
10. Berger Paints India: -37%
11. HDFC Life Insurance: -37%
12. HDFC Bank: -32%
13. Britannia Industries: -32%
14. Maruti Suzuki: -37%
15. ITC: -52%
16. Varun Beverages: -42%
17. Nestlé India: -25%
18. Bajaj Finance: -27%
19. Polycab India: -27%
20. Pidilite Industries: -22%
21. DMart : -49%
22. Titan Company: -17%
@SumitResearch
#StockMarketIndia #stockmarketcrash





