India’s investment cycle is turning upward, driven by government capex and improving liquidity. Devang Mehta of Spark Capital anticipates growth in power automation, renewables, and engineering sectors. Despite mixed Q2 results, management commentary suggests an earnings revival in the latter half of FY25, supported by policy stability and consumption recovery.Read More

Bajaj Auto is poised for a strong Q2FY26, with PAT projected to rise 16% year-on-year. This growth is fueled by a significant export recovery, particularly in Africa and Latin America, alongside a richer product mix and favorable currency movements. Despite subdued domestic demand, premium motorcycles and three-wheelers are expected to bolster margins and drive double-digit...Read More

Nykaa is expected to post strong Q2FY26 results with 25–27% YoY revenue growth, led by festive demand, robust beauty segment performance, and improving fashion margins. Analysts see EBITDA margin expansion and a sharp profit surge driven by premiumisation, cost control, and improved operating leverage.Read More

The dollar held steady near recent highs as riskier assets rebounded, while sterling remained subdued ahead of a Bank of England meeting. Investors anticipate a dovish tone from the BoE, with a rate cut expected early next year. The Australian and New Zealand dollars saw gains, tracking a recovery in stock markets, despite rising U.S....Read More

Suzlon Energy posted a 538% YoY jump in Q2FY26 profit to Rs 1,279 crore, its best in 30 years. Despite strong earnings, Motilal Oswal and Nuvama cut target prices citing valuation resets and moderated long-term growth expectations.Read More

Grasim Industries shares: The company reported a 76% year-on-year rise in consolidated net profit for Q2 FY26 to ₹553.48 crore, up from ₹314.63 crore a year earlier.Read More

In an encouraging shift on Thursday, the Indian Rupee gained 8 paise versus the US Dollar, finishing the day at 88.62. This ascent was partly fueled by a softer dollar and lower crude oil rates, alongside supportive sentiment from strong domestic equity performances. However, the influence of foreign investor sell-offs tempered what could have been...Read More

Indian stocks surged on Thursday, led by strong quarterly results from Sun Pharma and Britannia. The inclusion of four Indian firms in the MSCI index further boosted sentiment, with major indices seeing gains. While broader markets remained flat, specific stocks like Paytm also experienced significant upward movement, attracting foreign investment interest.Read More

Delhivery shares: Delhivery’s shares dropped 8.5% after the logistics firm reported a Rs 50.38 crore net loss in Q2 FY26, despite record shipment volumes and revenue growth. The company also announced a CFO transition, with Vivek Pabari set to take over from Amit Agarwal in January 2026.Read More

Mutual funds are investing in IPO anchor books, raising concerns about potential overvaluation. Fund houses clarify their rationale, emphasizing long-term potential and portfolio fit over hype. Exposures remain minimal, guided by strict regulatory frameworks and internal research models evaluating business fundamentals, governance, and market position.Read More