Morning Alert..
*Govt aims to expand trade in energy products with US: Piyush Goyal*
India has assured the United States that Washington remains a key partner in New Delhi’s energy security strategy, though it made no mention of its heavy oil imports from Russia. Commerce and Industry Minister Piyush Goyal said the government aims to expand trade in energy products with the US over the coming years. Speaking in New York, he said: “The world recognises that this (energy security) is one area where we all have to work together. We are big importers of energy from across the world, including from the US. We expect to increase our trade to the US in energy products in the years to come.” “Our energy security goals will have a very high element of US involvement, which will ensure high stability,” he added. Diversified sources of energy, he argued, would not only strengthen India’s security but also unlock “limitless possibilities” with Washington in sectors beyond energy. Goyal was delivering a keynote address at an event hosted by the Consulate General of India in New York, the US-India Strategic Partnership Forum (USISPF), and ReNew. His remarks come in the wake of the Donald Trump administration’s decision last month to impose a relatively high 50 per cent tariff on most Indian goods, including a 25 per cent punitive levy linked to India’s purchase of Russian oil.
*Global market action*
Dow Jones – Up by 0.22% or 102.85 points
FTSE – Up by 0.29% or 27.11 points
CAC – Down by 0.57% or 44.57 points
DAX – Up by 0.23% or 55.48 points
Gift Nifty – Down by 0.20% or 52.00 points
*FII/DII activities*
FII – Sold 2425.75Cr worth of shares
DII – Bought 1211.68Cr worth of shares.
*Major Indian Indices PE*
Nifty 50 – 22x
Nifty Bank – 15x
*Stocks with high delivery percentage*
Ingersoll Rand India Ltd – 92.6%
Aether Industries Ltd – 85.8%
Metro Brands Ltd – 81.9%
Home First Finance Company India Ltd – 80.9%
Saregama India Ltd – 80.2%
*Primary market activities*
IPOs opening today
Bhavik Enterprises Ltd (BSE SME) – Issue size 77Cr
Chatterbox Technologies Ltd (BSE SME) - Issue size 42.86Cr
Trualt Bioenergy Ltd (Main board) – Issue size 839.28Cr
Gujarat Penuts & Agri Products Ltd (BSE SME) – Issue size 23.81Cr
Jinkushal Industries Ltd (Main board) - Issue size 116.15Cr
Earkart Ltd (BSE SME) - Issue size 49.26Cr
Telge Projects Ltd (BSE SME) – Issue size 27.24Cr
*Commodities updates*
Gold – Rs 112550/10g, Silver – Rs 133950/kg, Brcrude – Rs 5773/barrel, Copper – Rs 936.80/kg.
*Govt aims to expand trade in energy products with US: Piyush Goyal*
India has assured the United States that Washington remains a key partner in New Delhi’s energy security strategy, though it made no mention of its heavy oil imports from Russia. Commerce and Industry Minister Piyush Goyal said the government aims to expand trade in energy products with the US over the coming years. Speaking in New York, he said: “The world recognises that this (energy security) is one area where we all have to work together. We are big importers of energy from across the world, including from the US. We expect to increase our trade to the US in energy products in the years to come.” “Our energy security goals will have a very high element of US involvement, which will ensure high stability,” he added. Diversified sources of energy, he argued, would not only strengthen India’s security but also unlock “limitless possibilities” with Washington in sectors beyond energy. Goyal was delivering a keynote address at an event hosted by the Consulate General of India in New York, the US-India Strategic Partnership Forum (USISPF), and ReNew. His remarks come in the wake of the Donald Trump administration’s decision last month to impose a relatively high 50 per cent tariff on most Indian goods, including a 25 per cent punitive levy linked to India’s purchase of Russian oil.
*Global market action*
Dow Jones – Up by 0.22% or 102.85 points
FTSE – Up by 0.29% or 27.11 points
CAC – Down by 0.57% or 44.57 points
DAX – Up by 0.23% or 55.48 points
Gift Nifty – Down by 0.20% or 52.00 points
*FII/DII activities*
FII – Sold 2425.75Cr worth of shares
DII – Bought 1211.68Cr worth of shares.
*Major Indian Indices PE*
Nifty 50 – 22x
Nifty Bank – 15x
*Stocks with high delivery percentage*
Ingersoll Rand India Ltd – 92.6%
Aether Industries Ltd – 85.8%
Metro Brands Ltd – 81.9%
Home First Finance Company India Ltd – 80.9%
Saregama India Ltd – 80.2%
*Primary market activities*
IPOs opening today
Bhavik Enterprises Ltd (BSE SME) – Issue size 77Cr
Chatterbox Technologies Ltd (BSE SME) - Issue size 42.86Cr
Trualt Bioenergy Ltd (Main board) – Issue size 839.28Cr
Gujarat Penuts & Agri Products Ltd (BSE SME) – Issue size 23.81Cr
Jinkushal Industries Ltd (Main board) - Issue size 116.15Cr
Earkart Ltd (BSE SME) - Issue size 49.26Cr
Telge Projects Ltd (BSE SME) – Issue size 27.24Cr
*Commodities updates*
Gold – Rs 112550/10g, Silver – Rs 133950/kg, Brcrude – Rs 5773/barrel, Copper – Rs 936.80/kg.
Morning Alert..
*India, US make 'progress' for joint trade-oil deal as talks move forward*
India and the US are negotiating a comprehensive resolution that addresses both the pending issues in their trade deal and Washington’s concerns over New Delhi’s continued purchase of Russian oil. “We want to address it comprehensively rather than piece by piece. There has to be some sort of agreement at the higher levels to President Donald Trump’s satisfaction that we have a way forward to ultimately reduce and eliminate India’s Russian oil purchases. The oil issue is the thorniest. When that’s resolved, the others won’t be too tough to negotiate,” said a US official who did not wish to be named. An Indian delegation led by Commerce Minister Piyush Goyal held talks with US Trade Representative Jamieson Greer in New York earlier this week. External Affairs Minister S Jaishankar, who is in the US to participate in the United Nations General Assembly, also held discussions with his counterpart Marco Rubio. An Indian official said that while Goyal was still in the US, India’s chief negotiator Rajesh Agrawal returned to New Delhi on Wednesday night, adding that the bilateral talks were positive. The US official said: “All those talks went well. Everybody was happy for making progress, for better understanding of where we are and what we need to do. That’s encouraging. We should be cautiously optimistic. Our leadership is talking and they see a way forward.”
*Global market action*
Dow Jones – Up by 0.07% or 31.85 points
FTSE – Down by 0.40% or 36.45 points
CAC – Down by 0.41% or 32.03 points
DAX – Down by 0.56% or 131.98 points
Gift Nifty – Down by 0.11% or 27.50 points
*FII/DII activities*
FII – Sold 4995.42Cr worth of shares
DII – Bought 5103.01Cr worth of shares.
*Major Indian Indices PE*
Nifty 50 – 21.9x
Nifty Bank – 15x
*Stocks with high delivery percentage*
Metro brands ltd - 96%
Metropolis healthcare ltd - 86.4%
Aia engineering ltd - 85.1%
Honasa consumer ltd - 84.5%
Saregama india ltd - 83.7%
*Primary market activities*
IPOs opening today
KVS Castings ltd (BSE SME) - Issue size 27.83Cr
Rukmani devi garg agro impex ltd (BSE SME) - Issue size 23.52Cr
Mpk steels I ltd (BSE SME) - Issue size 25.74Cr
Ameenji Rubber ltd (BSE SME) - Issue size 30Cr
Pace digitek ltd (Main board) - Issue size 819.15Cr
Manas polymers & engineers ltd (NSE SME) - Issue size 23.52Cr
DSM Fresh foods ltd (NSE SME) - Issue size59.65Cr
Listing today
GK energies ltd (Main board) - Subscribed 93.58x
Saatvik green energies ltd (Main board) - Subscribed 6.93x
Siddhi cotspin ltd (NSE SME) - Subscribed 4.21x
*Commodities updates*
Gold - Rs 112650/10gm, Silver - Rs 137025/kg, Brcrude - Rs 5769/barrel, Copper - Rs 937.15/kg.
*India, US make 'progress' for joint trade-oil deal as talks move forward*
India and the US are negotiating a comprehensive resolution that addresses both the pending issues in their trade deal and Washington’s concerns over New Delhi’s continued purchase of Russian oil. “We want to address it comprehensively rather than piece by piece. There has to be some sort of agreement at the higher levels to President Donald Trump’s satisfaction that we have a way forward to ultimately reduce and eliminate India’s Russian oil purchases. The oil issue is the thorniest. When that’s resolved, the others won’t be too tough to negotiate,” said a US official who did not wish to be named. An Indian delegation led by Commerce Minister Piyush Goyal held talks with US Trade Representative Jamieson Greer in New York earlier this week. External Affairs Minister S Jaishankar, who is in the US to participate in the United Nations General Assembly, also held discussions with his counterpart Marco Rubio. An Indian official said that while Goyal was still in the US, India’s chief negotiator Rajesh Agrawal returned to New Delhi on Wednesday night, adding that the bilateral talks were positive. The US official said: “All those talks went well. Everybody was happy for making progress, for better understanding of where we are and what we need to do. That’s encouraging. We should be cautiously optimistic. Our leadership is talking and they see a way forward.”
*Global market action*
Dow Jones – Up by 0.07% or 31.85 points
FTSE – Down by 0.40% or 36.45 points
CAC – Down by 0.41% or 32.03 points
DAX – Down by 0.56% or 131.98 points
Gift Nifty – Down by 0.11% or 27.50 points
*FII/DII activities*
FII – Sold 4995.42Cr worth of shares
DII – Bought 5103.01Cr worth of shares.
*Major Indian Indices PE*
Nifty 50 – 21.9x
Nifty Bank – 15x
*Stocks with high delivery percentage*
Metro brands ltd - 96%
Metropolis healthcare ltd - 86.4%
Aia engineering ltd - 85.1%
Honasa consumer ltd - 84.5%
Saregama india ltd - 83.7%
*Primary market activities*
IPOs opening today
KVS Castings ltd (BSE SME) - Issue size 27.83Cr
Rukmani devi garg agro impex ltd (BSE SME) - Issue size 23.52Cr
Mpk steels I ltd (BSE SME) - Issue size 25.74Cr
Ameenji Rubber ltd (BSE SME) - Issue size 30Cr
Pace digitek ltd (Main board) - Issue size 819.15Cr
Manas polymers & engineers ltd (NSE SME) - Issue size 23.52Cr
DSM Fresh foods ltd (NSE SME) - Issue size59.65Cr
Listing today
GK energies ltd (Main board) - Subscribed 93.58x
Saatvik green energies ltd (Main board) - Subscribed 6.93x
Siddhi cotspin ltd (NSE SME) - Subscribed 4.21x
*Commodities updates*
Gold - Rs 112650/10gm, Silver - Rs 137025/kg, Brcrude - Rs 5769/barrel, Copper - Rs 937.15/kg.
Equity99
Intraday Patel Retail CMP 231 Test Resistance 240 / 245 sl 225
Average from lower levels
Morning Alert..
*India-EFTA agreement set to be launched on October 1 after long wait*
The government is holding a mega event to launch the trade agreement between India and the four-member European Free Trade Association (EFTA) nations, which will come into force from October 1 after a one-and-half-year wait. The event will be held at Bharat Mandapam in New Delhi. Commerce and Industry Minister Piyush Goyal, key ministers from the EFTA nations, key government officials as well as several industry participants are expected to attend the programme, government officials said. “The idea also is to ensure that industry stakeholders are aware of the deal and well-positioned to take full advantage of it,” a government official told Business Standard. The EFTA bloc comprises four nations — Iceland, Switzerland, Norway, Liechtenstein. The trade, also known as Trade and Economic Partnership Agreement (TEPA), is a significant step for India to deepen economic integration with an important economic bloc in Europe. This is also India’s first trade agreement that will come into effect with any European nation or bloc. Under the deal, India has promised to reduce tariffs to zero on 80-85 per cent goods from EFTA countries, while receiving duty-free market access on 99 per cent goods. Both sides have excluded most of the agri and dairy products from duty concession to protect farmers.
*Global market action*
Dow Jones – Up by 0.25% or 116.64 points
FTSE – Up by 0.76% or 70.85 points
CAC – Up by 0.96% or 75.26 points
DAX – Up by 0.86% or 204.64 points
Gift Nifty – Up by 0.40% or 100.00 points
*FII/DII activities*
FII – Sold 5687.58Cr worth of shares
DII – Bought 5843.21Cr worth of shares.
*Major Indian Indices PE*
Nifty 50 – 21.7x
Nifty Bank – 14.8x
*Stocks with high delivery percentage*
AIA Engineering Ltd – 94.7%
Titan Company Ltd – 91.5%
Nuvoco Vostas Corporation Ltd – 88.2%
Akzo Nobel India Ltd – 81%
Balrampur Chini Mills Ltd – 78.9%
*Primary market activities*
IPOs opening today
Chiraharit Ltd (BSE SME) – Issue size 31.07Cr
Om Freight Forwarders Ltd (Main board) - Issue size 122.31Cr
Glottis Ltd (Main board) - Issue size 307Cr
Sodhani Capital Ltd (BSE SME) – Issue size 10.71Cr
Vijaypd Ceutical Ltd (NSE SME) – Issue size 19.25Cr
Om Metallogic Ltd (BSE SME) – Issue size 22.35Cr
Suba Hotels Ltd (NSE SME) – Issue size 75.47Cr
Dhillon Freight Carrier Ltd (BSE SME) – Issue size 10.08Cr
Fabtech Technologies Ltd (Main board) – Issue size 230.35Cr
Listing today
Atlanta Electricals Ltd (Main board) – Subscribed 72.16x
Ganesh Consumer Products Ltd (Main board) – Subscribed 2.68x
Prime Cable Industries Ltd (NSE SME) – Subscribed 8.28x
*Commodities Updates*
Gold – Rs 113766/10gm, Silver – Rs 142147/kg, Brcrude – Rs 5829/barrel, Copper – Rs 935.20/kg.
*India-EFTA agreement set to be launched on October 1 after long wait*
The government is holding a mega event to launch the trade agreement between India and the four-member European Free Trade Association (EFTA) nations, which will come into force from October 1 after a one-and-half-year wait. The event will be held at Bharat Mandapam in New Delhi. Commerce and Industry Minister Piyush Goyal, key ministers from the EFTA nations, key government officials as well as several industry participants are expected to attend the programme, government officials said. “The idea also is to ensure that industry stakeholders are aware of the deal and well-positioned to take full advantage of it,” a government official told Business Standard. The EFTA bloc comprises four nations — Iceland, Switzerland, Norway, Liechtenstein. The trade, also known as Trade and Economic Partnership Agreement (TEPA), is a significant step for India to deepen economic integration with an important economic bloc in Europe. This is also India’s first trade agreement that will come into effect with any European nation or bloc. Under the deal, India has promised to reduce tariffs to zero on 80-85 per cent goods from EFTA countries, while receiving duty-free market access on 99 per cent goods. Both sides have excluded most of the agri and dairy products from duty concession to protect farmers.
*Global market action*
Dow Jones – Up by 0.25% or 116.64 points
FTSE – Up by 0.76% or 70.85 points
CAC – Up by 0.96% or 75.26 points
DAX – Up by 0.86% or 204.64 points
Gift Nifty – Up by 0.40% or 100.00 points
*FII/DII activities*
FII – Sold 5687.58Cr worth of shares
DII – Bought 5843.21Cr worth of shares.
*Major Indian Indices PE*
Nifty 50 – 21.7x
Nifty Bank – 14.8x
*Stocks with high delivery percentage*
AIA Engineering Ltd – 94.7%
Titan Company Ltd – 91.5%
Nuvoco Vostas Corporation Ltd – 88.2%
Akzo Nobel India Ltd – 81%
Balrampur Chini Mills Ltd – 78.9%
*Primary market activities*
IPOs opening today
Chiraharit Ltd (BSE SME) – Issue size 31.07Cr
Om Freight Forwarders Ltd (Main board) - Issue size 122.31Cr
Glottis Ltd (Main board) - Issue size 307Cr
Sodhani Capital Ltd (BSE SME) – Issue size 10.71Cr
Vijaypd Ceutical Ltd (NSE SME) – Issue size 19.25Cr
Om Metallogic Ltd (BSE SME) – Issue size 22.35Cr
Suba Hotels Ltd (NSE SME) – Issue size 75.47Cr
Dhillon Freight Carrier Ltd (BSE SME) – Issue size 10.08Cr
Fabtech Technologies Ltd (Main board) – Issue size 230.35Cr
Listing today
Atlanta Electricals Ltd (Main board) – Subscribed 72.16x
Ganesh Consumer Products Ltd (Main board) – Subscribed 2.68x
Prime Cable Industries Ltd (NSE SME) – Subscribed 8.28x
*Commodities Updates*
Gold – Rs 113766/10gm, Silver – Rs 142147/kg, Brcrude – Rs 5829/barrel, Copper – Rs 935.20/kg.
Equity99
Special Chemical Stock ( High Conviction) Stallion india CMP 123 Test Resistance 140 / 159 / 195 Sl 80 Coming days View Strong Potential View
🚀🚀 STALLION INDIA 🚀🚀
This chemical company has shown fantastic performance & growth, discussed in August Month as special chemical stock with High Conviction at 122 - 123 levels.
The stock has shown Immense growth performance and has truly delivered the action required.
Today it has reached 241 levels making a fresh 52week High.
From 123 to 241, a true 95% returns in less than 2 months time frame.
A true champion story 👏
More strength and performance today be seen.🚀🚀🚀🚀
#success@equity99 #Equity99 #StockSuccess #investindia #Equity99research #wealthcreation
This chemical company has shown fantastic performance & growth, discussed in August Month as special chemical stock with High Conviction at 122 - 123 levels.
The stock has shown Immense growth performance and has truly delivered the action required.
Today it has reached 241 levels making a fresh 52week High.
From 123 to 241, a true 95% returns in less than 2 months time frame.
A true champion story 👏
More strength and performance today be seen.🚀🚀🚀🚀
#success@equity99 #Equity99 #StockSuccess #investindia #Equity99research #wealthcreation
Morning Alert..
*Gold, silver outshine equities in H1, rupee loses amid global woes*
Gold and silver delivered standout returns in the first half of FY26 (H1FY26), outshining domestic equities, as global uncertainty drove investors towards safe havens. While gold jumped 29.4 per cent — its best first-half return in three decades — silver soared 41.2 per cent, the strongest since its 53 per cent during the lockdown year (FY21). Domestic equities, on the other hand, recorded modest gains in H1FY26, weighed down by persistent selling from overseas investors that also pressured the rupee. The Sensex and Nifty advanced 4.6 per cent and 3.7 per cent, respectively — their weakest first-half performance since H1FY23, when both indices had slipped around 2 per cent. The broader market fared better, with the Nifty Midcap 100 and Nifty Smallcap 100 rising about 9 per cent each. On Tuesday, benchmark indices closed lower for the eighth straight session due to relentless foreign fund outflows and caution ahead of the Reserve Bank of India’s interest rate decision. The rupee also came under pressure in H1FY26, hitting fresh lows against the dollar. It has depreciated 3.7 per cent — after starting at a good note in April — so far this financial year, dragged down by a stronger greenback, rising crude oil prices, and foreign outflows.
*Global market action*
Dow Jones – Down by 0.30% or 138.61 points
FTSE – Up by 0.54% or 50.59 points
CAC – Up by 0.19% or 15.07 points
DAX – Up by 0.57% or 135.66 points
Gift Nifty – Down by 0.04% or 9.00 points
*FII/DII activities*
FII – Sold 2327.09Cr worth of shares
DII – Bought 5761.63Cr worth of shares.
*Major Indian Indices PE*
Nifty 50 – 21.8x
Nifty Bank – 15.1x
*Stocks with high delivery percentage*
Hatson Agro Product Ltd – 95.6%
AIA engineering Ltd – 90.1%
United Breweries Ltd – 88.9%
Eri Lifesciences Ltd – 88.5%
Alembic Pharma Ltd – 86.7%
*Primary market activities*
Listing today
Epack Prefab Technologies Ltd (Main board) – Subscribed 3.14x
BMW Ventures Ltd (Main board) – Subscribed 1.50x
Praruh Technologies Ltd (BSE SME) – Subscribed 1.21x
Gurunanak Agriculture India Ltd (NSE SME) – Subscribed 1.72x
Jain Resources Recycling Ltd (Main board) – Subscribed 16.76x
Justo Realfintech Ltd (BSE SME) – Subscribed 4.57x
Systematic Industries Ltd (BSE SME) – Subscribed 6.20x
*Commodities updates*
Gold – Rs 116410/10gm, Silver – Rs 142124/kg, Brcrude – Rs 5560/barrel, Copper – Rs 948.50/kg.
*Gold, silver outshine equities in H1, rupee loses amid global woes*
Gold and silver delivered standout returns in the first half of FY26 (H1FY26), outshining domestic equities, as global uncertainty drove investors towards safe havens. While gold jumped 29.4 per cent — its best first-half return in three decades — silver soared 41.2 per cent, the strongest since its 53 per cent during the lockdown year (FY21). Domestic equities, on the other hand, recorded modest gains in H1FY26, weighed down by persistent selling from overseas investors that also pressured the rupee. The Sensex and Nifty advanced 4.6 per cent and 3.7 per cent, respectively — their weakest first-half performance since H1FY23, when both indices had slipped around 2 per cent. The broader market fared better, with the Nifty Midcap 100 and Nifty Smallcap 100 rising about 9 per cent each. On Tuesday, benchmark indices closed lower for the eighth straight session due to relentless foreign fund outflows and caution ahead of the Reserve Bank of India’s interest rate decision. The rupee also came under pressure in H1FY26, hitting fresh lows against the dollar. It has depreciated 3.7 per cent — after starting at a good note in April — so far this financial year, dragged down by a stronger greenback, rising crude oil prices, and foreign outflows.
*Global market action*
Dow Jones – Down by 0.30% or 138.61 points
FTSE – Up by 0.54% or 50.59 points
CAC – Up by 0.19% or 15.07 points
DAX – Up by 0.57% or 135.66 points
Gift Nifty – Down by 0.04% or 9.00 points
*FII/DII activities*
FII – Sold 2327.09Cr worth of shares
DII – Bought 5761.63Cr worth of shares.
*Major Indian Indices PE*
Nifty 50 – 21.8x
Nifty Bank – 15.1x
*Stocks with high delivery percentage*
Hatson Agro Product Ltd – 95.6%
AIA engineering Ltd – 90.1%
United Breweries Ltd – 88.9%
Eri Lifesciences Ltd – 88.5%
Alembic Pharma Ltd – 86.7%
*Primary market activities*
Listing today
Epack Prefab Technologies Ltd (Main board) – Subscribed 3.14x
BMW Ventures Ltd (Main board) – Subscribed 1.50x
Praruh Technologies Ltd (BSE SME) – Subscribed 1.21x
Gurunanak Agriculture India Ltd (NSE SME) – Subscribed 1.72x
Jain Resources Recycling Ltd (Main board) – Subscribed 16.76x
Justo Realfintech Ltd (BSE SME) – Subscribed 4.57x
Systematic Industries Ltd (BSE SME) – Subscribed 6.20x
*Commodities updates*
Gold – Rs 116410/10gm, Silver – Rs 142124/kg, Brcrude – Rs 5560/barrel, Copper – Rs 948.50/kg.
Morning Alert..
*India ramps up US oil purchases amid trade talks, diversification push*
Crude oil shipments loaded in the US for India delivery have jumped significantly in the past two months, August and September 2025, signalling New Delhi’s approach of boosting energy trade with Washington amid ongoing bilateral trade talks. Crude oil loading refers to volumes of oil loaded at a producing country’s port for respective destinations. Oil shipments loaded in the US typically take around two months for delivery in India. Loadings of crude oil headed for India stood at an average 398 thousand barrels per day (kbpd) in August and 341 kbpd in September, according to data sourced from maritime intelligence firm Kpler. This is a huge jump from 254 kbpd loadings witnessed in June and 166 kbpd in July. The US has levied an additional 25 per cent tariff on India, taking the total tariff to 50 per cent, for purchasing Russian oil, arguing India is indirectly funding the Ukraine war. India has maintained that it would prioritise national interests and economic security. Commerce and Industry Minister Piyush Goyal had last week hinted that India could buy more crude oil from the US. Speaking at the US-India strategic partnership forum, Goyal had said India’s energy security goals will have a “very high element” of US involvement.
*Global market action*
Dow Jones – Up by 0.12% or 55.58 points
FTSE – Down by 0.20% or 18.70 points
CAC – Up by 1.11% or 89.68 points
DAX – Up by 1.26% or 308.94 points
Gift Nifty – Down by 0.05% or 13.50 points
*FII/DII activities*
FII – Sold 1605.20Cr worth of shares
DII – Bought 2916.14Cr worth of shares.
*Major Indian Indices PE*
Nifty 50 – 22x
Nifty Bank – 15.3x
*Stocks with high delivery percentage*
Whirlpool of India Ltd – 85.1%
Vinati Organics Ltd – 83.4%
Linde India Ltd – 83.1%
Saregama India Ltd – 83%
The Great Eastern Shipping Co. Ltd – 82.7%
*Primary market activities*
IPO opening today
WeWork India Management Ltd (Main board) – Issue size 3000Cr
Listing today
Chatterbox Technologies Ltd (BSE SME) – Subscribed 52x
Trualt Bioenergy Ltd (Main board) – Subscribed 75.02x
Gujarat Penuts & Agri Products Ltd (BSE SME) – Subscribed 7.95x
Jinkushal Industries Ltd (Main board) – Subscribed 65.09x
Earkart Ltd (BSE SME) – Subscribed 1.28x
Telge Projects Ltd (BSE SME) – Subscribed 2.99x
*Commodities updates*
Gold – Rs 116718/10gm, Silver – Rs 144566/kg, Brcrude – Rs 5496/barrel, Copper – Rs 957.50/kg.
*India ramps up US oil purchases amid trade talks, diversification push*
Crude oil shipments loaded in the US for India delivery have jumped significantly in the past two months, August and September 2025, signalling New Delhi’s approach of boosting energy trade with Washington amid ongoing bilateral trade talks. Crude oil loading refers to volumes of oil loaded at a producing country’s port for respective destinations. Oil shipments loaded in the US typically take around two months for delivery in India. Loadings of crude oil headed for India stood at an average 398 thousand barrels per day (kbpd) in August and 341 kbpd in September, according to data sourced from maritime intelligence firm Kpler. This is a huge jump from 254 kbpd loadings witnessed in June and 166 kbpd in July. The US has levied an additional 25 per cent tariff on India, taking the total tariff to 50 per cent, for purchasing Russian oil, arguing India is indirectly funding the Ukraine war. India has maintained that it would prioritise national interests and economic security. Commerce and Industry Minister Piyush Goyal had last week hinted that India could buy more crude oil from the US. Speaking at the US-India strategic partnership forum, Goyal had said India’s energy security goals will have a “very high element” of US involvement.
*Global market action*
Dow Jones – Up by 0.12% or 55.58 points
FTSE – Down by 0.20% or 18.70 points
CAC – Up by 1.11% or 89.68 points
DAX – Up by 1.26% or 308.94 points
Gift Nifty – Down by 0.05% or 13.50 points
*FII/DII activities*
FII – Sold 1605.20Cr worth of shares
DII – Bought 2916.14Cr worth of shares.
*Major Indian Indices PE*
Nifty 50 – 22x
Nifty Bank – 15.3x
*Stocks with high delivery percentage*
Whirlpool of India Ltd – 85.1%
Vinati Organics Ltd – 83.4%
Linde India Ltd – 83.1%
Saregama India Ltd – 83%
The Great Eastern Shipping Co. Ltd – 82.7%
*Primary market activities*
IPO opening today
WeWork India Management Ltd (Main board) – Issue size 3000Cr
Listing today
Chatterbox Technologies Ltd (BSE SME) – Subscribed 52x
Trualt Bioenergy Ltd (Main board) – Subscribed 75.02x
Gujarat Penuts & Agri Products Ltd (BSE SME) – Subscribed 7.95x
Jinkushal Industries Ltd (Main board) – Subscribed 65.09x
Earkart Ltd (BSE SME) – Subscribed 1.28x
Telge Projects Ltd (BSE SME) – Subscribed 2.99x
*Commodities updates*
Gold – Rs 116718/10gm, Silver – Rs 144566/kg, Brcrude – Rs 5496/barrel, Copper – Rs 957.50/kg.
Equity99
Special Psu Stock KIOCL CMP 336 / 340 Test Resistance 400 / 450 / 530 Sl 280 Coming days View Strong Potential/ short Term View
🚀🚀 KIOCL 🚀🚀
This Special PSU candidate was discussed on 30th July when this stock was trading near 326 levels. With strong performance today stock has reached to higher levels at 528 + levels & has shown tremendous performance overall in last 2 months since we have discusssd. 🏌♂🏌♂
Achieving almost 60% returns in just 60 days time.
#StockSuccess #Powerofresearch #Equity99 #success@equity99
This Special PSU candidate was discussed on 30th July when this stock was trading near 326 levels. With strong performance today stock has reached to higher levels at 528 + levels & has shown tremendous performance overall in last 2 months since we have discusssd. 🏌♂🏌♂
Achieving almost 60% returns in just 60 days time.
#StockSuccess #Powerofresearch #Equity99 #success@equity99
Morning Alert..
*Equity investors shift focus from export sectors amid US trade hurdles*
The equity markets are turning away from export-driven sectors as American President Donald Trump’s policies have made exports to the US difficult for Indian companies. The combined weighting of Information Technology (IT) services and pharmaceuticals — India’s two largest export-oriented sectors — in the Nifty 50 index has fallen to just 12.3 per cent, the lowest in 25 years. By contrast, in March 2022, these sectors accounted for 22 per cent of the index. Meanwhile, domestic demand-driven sectors — including retail, food delivery services, telecom, aviation, and hospitals — have seen a sharp rise in their weightings. These non-trade sectors now have a combined weighting of 12.9 per cent in the index, up from 4.8 per cent in March 2022 and just 2.4 per cent in March 2015. Earlier, this segment also included media firms such as Zee Entertainment and real estate developers, including DLF and Unitech. Today, domestic demand-driven sectors are the second-heaviest segment in the index after banking, financial services and insurance (BFSI), which retains a weighting of 35.3 per cent, down marginally from 35.6 per cent at the end of March this year. BFSI’s dominance has broadly been maintained, rising from an eight-year low of 30.6 per cent in March 2024. The automobile sector has also seen a rise in its index weighting amid expectations of a demand revival after the recent reduction in goods and services tax.
*Global market action*
Dow Jones – Up by 0.22% or 105.07 points
FTSE – Up by 0.67% or 63.52 points
CAC – Up by 0.31% or 24.91 points
DAX – Up by 1.09% or 265.18 points
Gift Nifty – Down by 0.07% or 17.50 points
*FII/DII activities*
FII – Sold 1583.37Cr worth of shares
DII – Bought 489.76Cr worth of shares.
*Major Indian Indices PE*
Nifty 50 – 22x
Nifty Bank – 15.4x
*Stocks with high delivery percentage*
Vinati Organics Ltd – 89.8%
Birla Corp Ltd – 83.8%
Bikaji Food International Ltd – 83.7%
Aptus Value Housing Finance India Ltd – 83.7%
Sapphire Foods India Ltd – 82.5%
*Primary market activities*
IPO opening today
Tata Capital Ltd (main board) – Issue size 15511.87Cr
Listing today
KVS Castings Ltd (BSE SME) – Subscribed 4.09x
Rukmani Devi Garg Agro Impex Ltd (BSE SME) – Subscribed 29.59x
MPK Steels I Ltd (BSE SME) – Subscribed 1.54x
Ameenji Rubber Ltd (BSE SME) – Subscribed 2.21x
Pace Digitek Ltd (Main board) – Subscribed 1.68x
Manas Polymers & Energies Ltd (NSE SME) – Subscribed 1.24x
Bhavik Enterprises Ltd (BSE SME) – Subscribed 1.07x
*Commodities updates*
Gold – Rs 118110/10gm, Silver – Rs 145574/kg, Brcrude – Rs 5435/barrel, Copper – Rs 990/kg.
*Equity investors shift focus from export sectors amid US trade hurdles*
The equity markets are turning away from export-driven sectors as American President Donald Trump’s policies have made exports to the US difficult for Indian companies. The combined weighting of Information Technology (IT) services and pharmaceuticals — India’s two largest export-oriented sectors — in the Nifty 50 index has fallen to just 12.3 per cent, the lowest in 25 years. By contrast, in March 2022, these sectors accounted for 22 per cent of the index. Meanwhile, domestic demand-driven sectors — including retail, food delivery services, telecom, aviation, and hospitals — have seen a sharp rise in their weightings. These non-trade sectors now have a combined weighting of 12.9 per cent in the index, up from 4.8 per cent in March 2022 and just 2.4 per cent in March 2015. Earlier, this segment also included media firms such as Zee Entertainment and real estate developers, including DLF and Unitech. Today, domestic demand-driven sectors are the second-heaviest segment in the index after banking, financial services and insurance (BFSI), which retains a weighting of 35.3 per cent, down marginally from 35.6 per cent at the end of March this year. BFSI’s dominance has broadly been maintained, rising from an eight-year low of 30.6 per cent in March 2024. The automobile sector has also seen a rise in its index weighting amid expectations of a demand revival after the recent reduction in goods and services tax.
*Global market action*
Dow Jones – Up by 0.22% or 105.07 points
FTSE – Up by 0.67% or 63.52 points
CAC – Up by 0.31% or 24.91 points
DAX – Up by 1.09% or 265.18 points
Gift Nifty – Down by 0.07% or 17.50 points
*FII/DII activities*
FII – Sold 1583.37Cr worth of shares
DII – Bought 489.76Cr worth of shares.
*Major Indian Indices PE*
Nifty 50 – 22x
Nifty Bank – 15.4x
*Stocks with high delivery percentage*
Vinati Organics Ltd – 89.8%
Birla Corp Ltd – 83.8%
Bikaji Food International Ltd – 83.7%
Aptus Value Housing Finance India Ltd – 83.7%
Sapphire Foods India Ltd – 82.5%
*Primary market activities*
IPO opening today
Tata Capital Ltd (main board) – Issue size 15511.87Cr
Listing today
KVS Castings Ltd (BSE SME) – Subscribed 4.09x
Rukmani Devi Garg Agro Impex Ltd (BSE SME) – Subscribed 29.59x
MPK Steels I Ltd (BSE SME) – Subscribed 1.54x
Ameenji Rubber Ltd (BSE SME) – Subscribed 2.21x
Pace Digitek Ltd (Main board) – Subscribed 1.68x
Manas Polymers & Energies Ltd (NSE SME) – Subscribed 1.24x
Bhavik Enterprises Ltd (BSE SME) – Subscribed 1.07x
*Commodities updates*
Gold – Rs 118110/10gm, Silver – Rs 145574/kg, Brcrude – Rs 5435/barrel, Copper – Rs 990/kg.
Special Situation Stock ( Very High Conviction )
Newly Listed
Devx CMP 52 / 54
Test Resistance 70 / 80 Sl 45
Coming Days View Strong Potential View
Newly Listed
Devx CMP 52 / 54
Test Resistance 70 / 80 Sl 45
Coming Days View Strong Potential View
Money Multiplier.
Dev Accelerator Ltd (DevX) is one of India's largest flexible workspace providers, with a strong presence in Tier-2 cities and further expansion into Tier-1 markets like Delhi-NCR, Mumbai, Hyderabad, and Pune. The company serves over 250 clients across 28 centers in 11 cities, managing 14,144 seats with high occupancy rates and delivering end-to-end solutions ranging from managed offices to coworking spaces.
Key Investment thesis
Leadership in Tier-2 Markets: Dev Accelerator holds a leading market share as a managed workspace operator in rapidly-growing Tier-2 cities, capturing India's rising demand for flexible workspace solutions.
Customer-Centric Model: It offers customizable office setups and zero capex models, allowing clients to scale operations without upfront investment and focus on core business activities.
Strong Financial Growth: The company reported a revenue CAGR of over 50% in recent years, with PAT rising 303% in FY25 and industry-leading EBITDA margins of nearly 56%.
Integrated Offerings: Through subsidiaries and an in-house design team, it delivers solutions from space sourcing and design to facility and payroll management, supporting long-term client relationships.
Experienced Leadership: The promoters have over 21 years’ experience in the sector, and the management team brings deep expertise, fueling robust expansion and strategic growth.
Dev Accelerator Ltd stands out for its customer-focused, scalable business model and strong financial performance, positioning it as a compelling player in India’s burgeoning flexible workspace industry.
Dev Accelerator Ltd (DevX) is one of India's largest flexible workspace providers, with a strong presence in Tier-2 cities and further expansion into Tier-1 markets like Delhi-NCR, Mumbai, Hyderabad, and Pune. The company serves over 250 clients across 28 centers in 11 cities, managing 14,144 seats with high occupancy rates and delivering end-to-end solutions ranging from managed offices to coworking spaces.
Key Investment thesis
Leadership in Tier-2 Markets: Dev Accelerator holds a leading market share as a managed workspace operator in rapidly-growing Tier-2 cities, capturing India's rising demand for flexible workspace solutions.
Customer-Centric Model: It offers customizable office setups and zero capex models, allowing clients to scale operations without upfront investment and focus on core business activities.
Strong Financial Growth: The company reported a revenue CAGR of over 50% in recent years, with PAT rising 303% in FY25 and industry-leading EBITDA margins of nearly 56%.
Integrated Offerings: Through subsidiaries and an in-house design team, it delivers solutions from space sourcing and design to facility and payroll management, supporting long-term client relationships.
Experienced Leadership: The promoters have over 21 years’ experience in the sector, and the management team brings deep expertise, fueling robust expansion and strategic growth.
Dev Accelerator Ltd stands out for its customer-focused, scalable business model and strong financial performance, positioning it as a compelling player in India’s burgeoning flexible workspace industry.
Morning Alert..
*Rs 4 trillion and rising: MFs on course for record equity purchase in 2025*
Mutual funds’ net equity investments in 2025 have breached the ₹4 trillion mark. So far this year, domestic fund managers have channelled ₹4.02 trillion into equities. They had invested a record ₹4.3 trillion in equities during 2024. If the current pace continues, mutual funds are on course not only to eclipse last year’s figure but potentially to cross the ₹5 trillion mark. The ongoing calendar year marks the fifth consecutive year of positive equity flows from mutual funds. The steady run of inflows in recent years has been supported by a robust post-pandemic market performance. This year’s resilience, however, stands out, coming against a subdued market backdrop and persistent selling by foreign portfolio investors (FPIs). FPIs have withdrawn ₹1.6 trillion from domestic equities. As a result, the benchmark Nifty 50 is up only about 5 per cent so far this year. Strong domestic buying has helped cushion the impact of FPI outflows, limiting downside pressure on the market. Market observers, however, caution that continued inflows will depend on whether investor sentiment holds up if market weakness persists.
*Global market action*
Dow Jones – Down by 0.14% or 66.36 points
FTSE – Down by 0.13% or 12.11 points
CAC – Down by 1.38% or 109.76 points
DAX – Up by 0.01% or 0.51 points
Gift Nifty – Up by 0.13% or 32.50 points
*FII/DII activities*
FII – Sold 313.77Cr worth of shares
DII – Bought 5036.39Cr worth of shares.
*Major Indian Indices PE*
Nifty 50 – 22.2x
Nifty Bank – 15.5x
*Stocks with high delivery percentage*
Kama Holdings Ltd – 88.7%
RR Kabel Ltd – 83.9%
Torrent Power Ltd – 80.8%
Dr. Lal Path Labs Ltd – 79.6%
Nippon Life India Asset Management Ltd – 79.3%
*Primary market activities*
IPOs opening today
LG Electronics India Ltd (Main board) – Issue size 11607.01Cr
Mittal Securities Ltd (BSE SME) – Issue size 52.91Cr
Anantam Highways Trust InvIT (Main board) – Issue size 400Cr
Listing today
Glottis Ltd (Main board) – Subscribed 2.12x
Sodhani Capital Ltd (BSE SME) – Subscribed 4.79x
Vijaypd Ceutical Ltd (NSE SME) – Subscribed 1.37x
Om Metallogic Ltd (BSE SME) – Subscribed 1.47x
Suba Hotels Ltd (NSE SME) – Subscribed 15.33x
Dhillon Freight Carrier Ltd (BSE SME) – Subscribed 2.91x
Fabtech Technologies Ltd (Main board) – Subscribed 2.04x
*Commodities updates*
Gold – Rs 120325/10gm, Silver – Rs 147600/kg, Brcrude – Rs 5489/barrel, Copper – Rs 988.75/kg.
*Rs 4 trillion and rising: MFs on course for record equity purchase in 2025*
Mutual funds’ net equity investments in 2025 have breached the ₹4 trillion mark. So far this year, domestic fund managers have channelled ₹4.02 trillion into equities. They had invested a record ₹4.3 trillion in equities during 2024. If the current pace continues, mutual funds are on course not only to eclipse last year’s figure but potentially to cross the ₹5 trillion mark. The ongoing calendar year marks the fifth consecutive year of positive equity flows from mutual funds. The steady run of inflows in recent years has been supported by a robust post-pandemic market performance. This year’s resilience, however, stands out, coming against a subdued market backdrop and persistent selling by foreign portfolio investors (FPIs). FPIs have withdrawn ₹1.6 trillion from domestic equities. As a result, the benchmark Nifty 50 is up only about 5 per cent so far this year. Strong domestic buying has helped cushion the impact of FPI outflows, limiting downside pressure on the market. Market observers, however, caution that continued inflows will depend on whether investor sentiment holds up if market weakness persists.
*Global market action*
Dow Jones – Down by 0.14% or 66.36 points
FTSE – Down by 0.13% or 12.11 points
CAC – Down by 1.38% or 109.76 points
DAX – Up by 0.01% or 0.51 points
Gift Nifty – Up by 0.13% or 32.50 points
*FII/DII activities*
FII – Sold 313.77Cr worth of shares
DII – Bought 5036.39Cr worth of shares.
*Major Indian Indices PE*
Nifty 50 – 22.2x
Nifty Bank – 15.5x
*Stocks with high delivery percentage*
Kama Holdings Ltd – 88.7%
RR Kabel Ltd – 83.9%
Torrent Power Ltd – 80.8%
Dr. Lal Path Labs Ltd – 79.6%
Nippon Life India Asset Management Ltd – 79.3%
*Primary market activities*
IPOs opening today
LG Electronics India Ltd (Main board) – Issue size 11607.01Cr
Mittal Securities Ltd (BSE SME) – Issue size 52.91Cr
Anantam Highways Trust InvIT (Main board) – Issue size 400Cr
Listing today
Glottis Ltd (Main board) – Subscribed 2.12x
Sodhani Capital Ltd (BSE SME) – Subscribed 4.79x
Vijaypd Ceutical Ltd (NSE SME) – Subscribed 1.37x
Om Metallogic Ltd (BSE SME) – Subscribed 1.47x
Suba Hotels Ltd (NSE SME) – Subscribed 15.33x
Dhillon Freight Carrier Ltd (BSE SME) – Subscribed 2.91x
Fabtech Technologies Ltd (Main board) – Subscribed 2.04x
*Commodities updates*
Gold – Rs 120325/10gm, Silver – Rs 147600/kg, Brcrude – Rs 5489/barrel, Copper – Rs 988.75/kg.
Special Situation Stock
KIOCL ( PSU STOCK ) @ LOWER CIRCUIT AFTER STRONG RALLY
ANY TIME CIRCUIT OPEN EXPECTED
TEST RESISTANCE 1000 SL 450
KIOCL ( PSU STOCK ) @ LOWER CIRCUIT AFTER STRONG RALLY
ANY TIME CIRCUIT OPEN EXPECTED
TEST RESISTANCE 1000 SL 450
Morning Alert..
*World Bank ups India's FY26 growth forecast to 6.5%, lowers FY27 projection*
The World Bank on Tuesday raised India’s FY26 gross domestic product (GDP) forecast to 6.5 per cent from 6.3 per cent in June and revised downwards the growth forecast for FY27 by 20 basis points (bps) to 6.3 per cent owing to the higher-than-expected tariffs imposed on India’s exports by US President Donald Trump. India, however, is expected to remain the world’s fastest-growing major economy, underpinned by continued strength in consumption growth, the World Bank said in its South Asia Outlook. “The government’s reforms to the goods and services tax (GST) — reducing the number of tax brackets and simplifying compliance — are expected to support activity… Forecast for FY27 has been downgraded, however, as a result of the imposition of a 50 per cent tariff on about three-quarters of India’s goods exports to the United States,” the report said. It said domestic conditions, particularly agricultural output and rural wage growth, have been better than expected. The Bank has forecast the growth for South Asia to reach 6.6 per cent in 2025 but may slow down to 5.8 per cent in 2026, partly due to US tariffs on India.
*Global market action*
Dow Jones – Up by 0.10% or 46.23 points
FTSE – Up by 0.05% or 4.44 points
CAC – Up by 0.04% or 3.07 points
DAX – Up by 0.03% or 7.49 points
Gift Nifty – Up by 0.01% or 2.00 points
*FII/DII activities*
FII – Bought 1440.66Cr worth of shares
DII – Bought 452.57Cr worth of shares.
*Major Indian Indices PE*
Nifty 50 – 22.2x
Nifty Bank – 15.5x
*Stocks with high delivery percentage*
Relaxo Footwear Ltd – 99.4%
Esab India Ltd – 95.2%
TTK Prestige Ltd – 87.9%
Go Digit General Insurance Ltd – 87.8%
JB Chemicals & Pharma Ltd – 86.1%
*Primary market activities*
Listing today
Valplast Technologies Ltd (BSE SME) – Subscribed 1.19x
BAG Convergence Ltd (NSE SME) – Subscribed 1.38x
Advance Agrolife Ltd (Main board) – Subscribed 56.90x
Sheel Biotech Ltd (NSE SME) – Subscribed 15.97x
Infinity Inflow Ltd (BSE SME) – Subscribed 277.24x
Munish Forge Ltd (NSE SME) – Subscribed 3.53x
Sunsky Logistics Ltd (BSE SME) – Subscribed 1.46x
Charaharit Ltd (BSE SME) – Subscribed 1.88x
Om Freight Forwarders Ltd (Main board) – Subscribed 3.88x
*Commodities updates*
Gold – Rs 121055/10gm, Silver – Rs 145410/kg, Brcrude – Rs 5474/barrel, Copper – Rs 966.10/kg.
*World Bank ups India's FY26 growth forecast to 6.5%, lowers FY27 projection*
The World Bank on Tuesday raised India’s FY26 gross domestic product (GDP) forecast to 6.5 per cent from 6.3 per cent in June and revised downwards the growth forecast for FY27 by 20 basis points (bps) to 6.3 per cent owing to the higher-than-expected tariffs imposed on India’s exports by US President Donald Trump. India, however, is expected to remain the world’s fastest-growing major economy, underpinned by continued strength in consumption growth, the World Bank said in its South Asia Outlook. “The government’s reforms to the goods and services tax (GST) — reducing the number of tax brackets and simplifying compliance — are expected to support activity… Forecast for FY27 has been downgraded, however, as a result of the imposition of a 50 per cent tariff on about three-quarters of India’s goods exports to the United States,” the report said. It said domestic conditions, particularly agricultural output and rural wage growth, have been better than expected. The Bank has forecast the growth for South Asia to reach 6.6 per cent in 2025 but may slow down to 5.8 per cent in 2026, partly due to US tariffs on India.
*Global market action*
Dow Jones – Up by 0.10% or 46.23 points
FTSE – Up by 0.05% or 4.44 points
CAC – Up by 0.04% or 3.07 points
DAX – Up by 0.03% or 7.49 points
Gift Nifty – Up by 0.01% or 2.00 points
*FII/DII activities*
FII – Bought 1440.66Cr worth of shares
DII – Bought 452.57Cr worth of shares.
*Major Indian Indices PE*
Nifty 50 – 22.2x
Nifty Bank – 15.5x
*Stocks with high delivery percentage*
Relaxo Footwear Ltd – 99.4%
Esab India Ltd – 95.2%
TTK Prestige Ltd – 87.9%
Go Digit General Insurance Ltd – 87.8%
JB Chemicals & Pharma Ltd – 86.1%
*Primary market activities*
Listing today
Valplast Technologies Ltd (BSE SME) – Subscribed 1.19x
BAG Convergence Ltd (NSE SME) – Subscribed 1.38x
Advance Agrolife Ltd (Main board) – Subscribed 56.90x
Sheel Biotech Ltd (NSE SME) – Subscribed 15.97x
Infinity Inflow Ltd (BSE SME) – Subscribed 277.24x
Munish Forge Ltd (NSE SME) – Subscribed 3.53x
Sunsky Logistics Ltd (BSE SME) – Subscribed 1.46x
Charaharit Ltd (BSE SME) – Subscribed 1.88x
Om Freight Forwarders Ltd (Main board) – Subscribed 3.88x
*Commodities updates*
Gold – Rs 121055/10gm, Silver – Rs 145410/kg, Brcrude – Rs 5474/barrel, Copper – Rs 966.10/kg.