Shares of DCM Shriram surged 8% to Rs 1,409 after the company reported a 153% YoY rise in net profit to Rs 159 crore for Q2FY26. Revenue grew 11% to Rs 3,272 crore, driven by strong performance in the chemicals, vinyl, and agri segments, prompting an interim dividend of 180%.Read More

Ashi Anand of IME Capital sees India’s speciality chemical sector poised for long-term growth, benefiting from global de-risking from China and cost competitiveness. While cautious on two-wheeler EVs due to uncertain profitability, he is optimistic about passenger vehicles and auto ancillaries, highlighting a multi-year opportunity in supply chain shifts away from China.Read More

Lenskart IPO: In the grey market, the IPO premium has slipped to about 18% from 27% a few days earlier, based on the issue price of ₹402 per share. Though listing gains are still anticipated, the drop in premium suggests investor sentiment has cooled slightly before the debut.Read More

Shares of CAMS fell up to 6.6% to Rs 3,718.40 on the BSE after the company reported a 5.7% YoY drop in Q2 FY26 PAT to Rs 113.94 crore. However, revenue hit a record Rs 376.74 crore, up 3.2% YoY and 6.4% QoQ, supported by robust growth in both mutual fund and non-mutual fund businesses.Read More

The US Federal Reserve concludes its policy meeting today. Markets widely expect a 25 basis point rate cut. This move aims to support the economy amid a cooling labor market. Investors will watch for clues on future rate cuts and the Fed’s economic outlook. The Fed Chair’s comments will shape expectations for the coming year.Read More

Dhananjay Sinha of Systematix Group sees positive sentiment driving PSU banks, fueled by news of dilution and FII participation, despite recent lacklustre profit performance. He views the metals sector as a trading play, influenced by global dynamics and financial correlations, rather than a structural investment, citing weak underlying demand.Read More

Indian Oil Corp shares hit a 52-week high after strong Q2 results driven by robust refining margins and revenue growth. Brokerages remain divided, citing steady outlook but caution over debt.Read More

ITC’s Q2 earnings are anticipated to show a modest profit increase of up to 11% year-on-year, with revenue projected to climb around 15%. Analysts expect steady cigarette volumes and an improved product mix to drive growth, though FMCG and agri segments might see slower progress.Read More

Orkla India’s Rs 1,667 crore IPO opened today, receiving 22% subscription within the first hour, led by strong retail and NII participation. Priced between Rs 695–730, the issue carries a grey market premium of Rs 77, implying a 10.5% listing gain. Analysts recommend a long-term ‘Subscribe’ based on solid brand strength and financials.Read More

Aditya Birla Capital shares: Advent International’s affiliate Jomei Investments has fully exited Aditya Birla Capital, selling its entire 2% stake, or 53.2 million shares, via a block deal at ₹308 per share for ₹1,639 crore ($186 million), a 1.5% discount to the previous close.Read More