INVESCO MUTUAL FUND, TAHER BADSHAH SAYS
Earnings Momentum Is Seeing Recovery
Precious Metals Space Has Seen A Period Of Underperformance
Earnings Upgrade Cycle Remains Marginal And Modest
Healthcare Stocks Have Corrected Significantly, Creating An Incremental Buying Opportunity
Building Up Our Tech Exposure In Value Strategies
Earnings Momentum Is Seeing Recovery
Precious Metals Space Has Seen A Period Of Underperformance
Earnings Upgrade Cycle Remains Marginal And Modest
Healthcare Stocks Have Corrected Significantly, Creating An Incremental Buying Opportunity
Building Up Our Tech Exposure In Value Strategies
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MUMBAI REALTY STOCKS (+VE)
Mumbai property market records second-best October ever, registrations up 9%
Mumbai property market records second-best October ever, registrations up 9%
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DIXON TECH:
CO EXEC SAYS CONFIDENT OF ACHIEVING MOBILE VOLUMES OF 60 M UNITS IN FY28 & 70 M UNITS IN FY29 - TV
CO EXEC SAYS CONFIDENT OF ACHIEVING MOBILE VOLUMES OF 60 M UNITS IN FY28 & 70 M UNITS IN FY29 - TV
DIXON TECH says
Managed To Maintain Market Share Despite Decline In Industry Volumes
Export Volumes Should Pick-up Significantly In FY28
Expect To End The Year With Smartphone Volumes Of 34 m Units
Confident Of Achieving Mobile Volumes Of 60 m Units In FY28 & 70 m Units In FY29
Huge Boom In The Optical Transceiver Segment Due To Al Capex Globally
Managed To Maintain Market Share Despite Decline In Industry Volumes
Export Volumes Should Pick-up Significantly In FY28
Expect To End The Year With Smartphone Volumes Of 34 m Units
Confident Of Achieving Mobile Volumes Of 60 m Units In FY28 & 70 m Units In FY29
Huge Boom In The Optical Transceiver Segment Due To Al Capex Globally
Kirloskar Pneumatic Company Ltd β CHANGE IN SENIOR MANAGEMENT
Change in Senior Management Personnel effective November 1, 2026:
- Mr. Vijay Kumar Nudurumati ceased to be GM Projects & Defense
- Reason for change: Superannuation
- Effective date of cessation: November 1, 2026
Change in Senior Management Personnel effective November 1, 2026:
- Mr. Vijay Kumar Nudurumati ceased to be GM Projects & Defense
- Reason for change: Superannuation
- Effective date of cessation: November 1, 2026
L&T CO WINS SIGNIFICANT CONTRACT;
SIGNIFICANT CONTRACT VALUES BETWEEN 10B TO 25B RUPEES
SIGNIFICANT CONTRACT VALUES BETWEEN 10B TO 25B RUPEES
INDIGO IN FOCUS
October 2026 air traffic jumps on a MoM basis, but is still down on a YoY basis
Domestic air traffic up 14.5% MoM to 135.4 lakh vs 118.2 lakh
Domestic air traffic down 5% YoY to 135.4 lakh vs 142.5 lakh
October 2026 air traffic jumps on a MoM basis, but is still down on a YoY basis
Domestic air traffic up 14.5% MoM to 135.4 lakh vs 118.2 lakh
Domestic air traffic down 5% YoY to 135.4 lakh vs 142.5 lakh
LODHA:
CO SAYS CONFIDENT TO SURPASS PROFIT GROWTH GUIDANCE IN COMING QTRS: INTERVIEW
CO SAYS CONFIDENT TO SURPASS PROFIT GROWTH GUIDANCE IN COMING QTRS: INTERVIEW
Alexander George Muthoot, Managing Director, Muthoot Finance On CNBC-TV18
MUTHOOT FINANCE: RBI RULE CHANGES
98% of our customers pay their loans regularly"
New RBI rules shift gold loans to monthly interest payments instead of bullet payments
Stage 2 LTV: 72% | Stage 3 LTV: 53%
Rise in Stage 2 & 3 loans in no way shows unwillingness to pay, simply a transitionary phase
Auction is the last resort
FY27 AUM growth guidance: 25%
No stress seen from overleveraging
MUTHOOT FINANCE: RBI RULE CHANGES
98% of our customers pay their loans regularly"
New RBI rules shift gold loans to monthly interest payments instead of bullet payments
Stage 2 LTV: 72% | Stage 3 LTV: 53%
Rise in Stage 2 & 3 loans in no way shows unwillingness to pay, simply a transitionary phase
Auction is the last resort
FY27 AUM growth guidance: 25%
No stress seen from overleveraging
β€1
SATHLOKHAR SYNERGYS E&C GLOBAL Q2 FY27
β’ Net Profit: βΉ29.25 Cr β110.91% (YoY) | β36.63% (QoQ)
β’ Revenue: βΉ296.71 Cr β99.95% (YoY) | β44.87% (QoQ)
β’ EBITDA: βΉ44.24 Cr β136.83% (YoY) | β47.66% (QoQ)
β’ EBITDA Margin: 14.91% vs 12.59% (YoY) | 14.63% (QoQ)
β’ Net Profit: βΉ29.25 Cr β110.91% (YoY) | β36.63% (QoQ)
β’ Revenue: βΉ296.71 Cr β99.95% (YoY) | β44.87% (QoQ)
β’ EBITDA: βΉ44.24 Cr β136.83% (YoY) | β47.66% (QoQ)
β’ EBITDA Margin: 14.91% vs 12.59% (YoY) | 14.63% (QoQ)
SC ALLOWS VEDANTA PLEA TO ENFORCE USD 99M ARBITRAL AWARDS AGAINST GOVT ( VEDANTA OIL & GAS )
SPANDANA SPHOORTY FINANCIAL LTD: CO. REPORTS CYBER FRAUD INCIDENT INVOLVING UNAUTHORIZED TRANSACTIONS OF βΉ7.80 CRORE; COMPLAINT FILED WITH CYBER CRIME PORTAL AND INVESTIGATION UNDERWAY
Spandana Sphoorty Financial Ltd β CYBER FRAUD INCIDENT
Unauthorized transactions identified on November 1, 2026:
- Estimated impact of approximately INR 7.8 Cr
- Unauthorized transactions debited from one bank account to 82 beneficiary accounts
- Affected services in the production environment have been stopped
- Cyber fraud complaint registered on the National Cyber Crime Reporting Portal
- Insurance claim being filed for the incident
Unauthorized transactions identified on November 1, 2026:
- Estimated impact of approximately INR 7.8 Cr
- Unauthorized transactions debited from one bank account to 82 beneficiary accounts
- Affected services in the production environment have been stopped
- Cyber fraud complaint registered on the National Cyber Crime Reporting Portal
- Insurance claim being filed for the incident
CAPILLARY TECHNOLOGIES Q2 FY27
β’ Net Profit (PAT): βΉ22 Cr vs loss of βΉ10 Cr (QoQ) | βΉ0 Cr (YoY)
β’ Revenue (Sales): βΉ271 Cr β6% (QoQ) | β51% (YoY)
β’ Operating Profit: βΉ39 Cr β2% (QoQ) | β112% (YoY)
β’ Operating Margin: 14.5% vs 15.7% (QoQ) | 10.4% (YoY)
β’ EPS: βΉ2.75 vs -βΉ1.20 (QoQ) | βΉ0.04 (YoY)
β’ Other Income: βΉ6 Cr
β’ Net Profit (PAT): βΉ22 Cr vs loss of βΉ10 Cr (QoQ) | βΉ0 Cr (YoY)
β’ Revenue (Sales): βΉ271 Cr β6% (QoQ) | β51% (YoY)
β’ Operating Profit: βΉ39 Cr β2% (QoQ) | β112% (YoY)
β’ Operating Margin: 14.5% vs 15.7% (QoQ) | 10.4% (YoY)
β’ EPS: βΉ2.75 vs -βΉ1.20 (QoQ) | βΉ0.04 (YoY)
β’ Other Income: βΉ6 Cr
DEVYANI INTERNATIONAL Q2 FY27
β’ Net Profit: βΉ3 Cr vs loss of βΉ24 Cr (YoY) | β80% (QoQ)
β’ Revenue: βΉ1,519 Cr β10% (YoY) | β4% (QoQ)
β’ Operating Profit: βΉ233 Cr β21% (YoY) | β9% (QoQ)
β’ Operating Margin: 15.3% vs 14.0% (YoY) | 16.1% (QoQ)
β’ EPS: βΉ0.00 vs -βΉ0.18 (YoY) | βΉ0.12 (QoQ)
β’ Other Income: βΉ12 Cr
β’ Net Profit: βΉ3 Cr vs loss of βΉ24 Cr (YoY) | β80% (QoQ)
β’ Revenue: βΉ1,519 Cr β10% (YoY) | β4% (QoQ)
β’ Operating Profit: βΉ233 Cr β21% (YoY) | β9% (QoQ)
β’ Operating Margin: 15.3% vs 14.0% (YoY) | 16.1% (QoQ)
β’ EPS: βΉ0.00 vs -βΉ0.18 (YoY) | βΉ0.12 (QoQ)
β’ Other Income: βΉ12 Cr