DLF Ltd Strategic Overview

• DLF re-enters Mumbai after a more than decade-long absence, launching “Westpark” — a ₹900 crore luxury residential project in Andheri (West) with 416 high-end units priced between ₹4–7.5 crore (₹42k–47k/sq ft)

• The project is executed under the Slum Rehabilitation Authority (SRA) scheme, with DLF holding a 51% sta…[Read more]

Mumbai Real Estate Trends 2025

Market Momentum & Sales Performance

• Record Sales Growth: In FY 2024–25, Mumbai witnessed 49,191 units sold worth ₹1,24,138 crore, a 26% year-on-year rise. Jogeshwari Borivli led the city in activity, contributing 18,319 units (~₹40,000 Cr)

• Luxury Inventory Rising: Unsold ultra-luxury apartments priced ab…[Read more]

From Floor Frenzy to Digital Disarray: Why We Need a Better Way to Share Market Information

In 1995, trading on the BSE floor was a frenzied, physical affair — filled with shouting, pushing, scribbling, and raw human energy. It was a far cry from the calm, algorithm-driven trading systems we use today.

(View the actual footage — it speaks vol…[Read more]

IPO and Fundraising Update as of July 18, 2025:

Amber Group
Target Fundraise: ₹3,000 crore

Mode: QIP + Upcoming IPO

Purpose: Expansion in electronics manufacturing

Status: IPO pipeline in progress

Mainboard IPO Pipeline (RHPs Expected Within a Week)
Brigade Hotels
Expected to file RHP soon

GNG Electronics Ltd (Electronics Bazaar)
IPO D…[Read more]

Regulatory actions from SEBI, RBI, and other major global regulators as of July 18, 2025:

India – SEBI
• ETF Valuation Standardization
SEBI has proposed a unified valuation methodology for physical gold and silver held by ETFs. Public comments are invited until August 6, 2025, with implementation planned soon after.

• Venture Capital Funds Settl…[Read more]

Glenmark Pharmaceuticals (Not Rated)

CMP: Rs.2,203 Market Cap: Rs.622 bn

Investor day meet KTA’s

Summary
India business continues to be the largest and fastest growing segment for the company. It will continue to focus on cardiology and anti-diabetes therapies in this market. Current revenue mix is – India 34%, Emerging market 2…[Read more]