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VRIGHT Exchange – Daily Digest posted an update in the group VRIGHT Exchange | Daily Digest: Corporate & Economy
5 months, 1 week ago

VRIGHT Exchange – Daily Digest | Corporate & Economy Analysis for Oct 9, 2025

Macro & Market Overview

• Global cues are mostly favorable today, driving expectations of a green opening for Indian equities. GIFT-Nifty futures point to a positive start.

• The rupee might get mild support from a softer U.S. dollar, but interventions by the RBI r…[Read more]
OmniScience Capital posted an update
5 months, 1 week ago

J. Paul Getty’s quote reminds investors to stay calm when others panic. Real opportunities arise when fear drives prices down – that’s when disciplined investors buy value, not emotion.

#WisdomWednesday
OmniScience Capital posted an update
5 months, 1 week ago

OmniScience Capital’s Ashwini Shami shares his H2FY26 outlook in Mint – positive on financials, railways, defence & power sectors. He expects FII inflows & an India-US trade deal to drive growth.

🔗 Read full article: https://tinyurl.com/55ffxbk5

Disclaimer: https://www.omnisciencecapital.com/disclosures/
VRIGHT Exchange | Research & Strategy Desk posted an update in the group Research and Investment Spot
5 months, 1 week ago

Fund Houses’ Recommendations

🔹 Positive / Bullish Views

UBS on Canara Bank: Buy — Target Price: ₹150/share

UBS on IGL: Buy — Target Price: ₹250/share

Investec on Petronet LNG: Buy — Target Price: ₹400/share

Jefferies on Lodha Developers: Buy — Target Price: ₹1,625/share

Nomura on Lodha Developers: Buy — Target Price: ₹1,450/share

Morga…[Read more]
VRIGHT Exchange | Research & Strategy Desk posted an update in the group VRIGHT Exchange | Market Movers
5 months, 1 week ago

Stocks in News — October 8, 2025

Positive Developments

Saatvik Green: Received an order worth ₹488 crore for the supply of solar PV modules from leading independent power producers.

Dishman Carbogen Amcis (DCAL): Signed an agreement with Celonic Group to deliver a fully integrated antibody-drug conjugate (ADC) development platform.

Salzer Ele…[Read more]
VRIGHT Exchange | Research & Strategy Desk posted an update in the group VRIGHT Exchange | Daily Digest: Corporate & Economy
5 months, 1 week ago

UPDATES’

ORDER WINS

Sarveshwar Foods Ltd: Secures a major export order worth ₹266 million from Delaware, USA–based Agri Services & Trade LLC. Total export orders now stand at ₹1,226 million over the past two months.

AIA Engineering Ltd: Subsidiary Vega Industries Chile SpA wins a $32.9 million (~₹291 crore) order from a Chilean copper mine fo…[Read more]
VRIGHT Exchange | Research & Strategy Desk posted an update in the group Movers and Shakers -Opportunities in Finance & Markets Group
5 months, 1 week ago

LEADERSHIP CHANGES

Restaurant Brands Asia: Appoints Arijit Datta as Chief Financial Officer and Key Managerial Personnel; interim CFO steps down.

Swojas Foods: Announces board restructuring with the resignation of two directors and induction of two new independent directors.
VRIGHT Exchange – Daily Digest posted an update in the group VRIGHT Exchange | Daily Digest: Corporate & Economy
5 months, 1 week ago

Macro & Market Context

Macro & External Developments

• The rupee is under pressure, nearing record lows (~₹88.78–88.82 per USD), prompting RBI intervention in spot and swap markets to defend currency stability.

• The RBI is launching a deposit tokenisation pilot today (Oct 8), marking a notable push into fintech and digital banking infrast…[Read more]
OmniScience Capital posted an update
5 months, 1 week ago

Did you know smartphones are the biggest driver of India’s ₹3.1 Lakh Crore ESDM market? The sector is projected to hit ₹7-8 Lakh Crore by 2030, growing at 20−25% CAGR. Get the insights on this massive growth story!

#TrendingTuesday #DigitalIndia #ElectronicsManufacturing
VRIGHT Exchange | Research & Strategy Desk posted an update in the group Auto & EV Sector Forum
5 months, 1 week ago

Auto sales SBI Cap Securities data Sept 2025
VRIGHT Exchange | Research & Strategy Desk posted an update in the group Movers and Shakers -Opportunities in Finance & Markets Group
5 months, 1 week ago

LEADERSHIP CHANGES

TILAKNAGAR INDUSTRIES: Appoints Nishant Jain as President–Sales to lead whisky market expansion and strengthen distribution.
VRIGHT Exchange | Research & Strategy Desk posted an update in the group Infrastructure & Construction Group
5 months, 1 week ago

NCR Leads India’s Realty Boom with 24% Price Surge; National Average Up 9%

Positive Outlook for Anant Raj, TARC, and DLF

India’s housing market continues its strong upward trajectory, with residential property prices rising across all major metros in the third quarter (Q3) of 2025.

According to data analysed by property consultancy Anarock, the…[Read more]
VRIGHT Exchange – Daily Digest posted an update in the group VRIGHT Exchange | Daily Digest: Corporate & Economy
5 months, 1 week ago

Macro & Market Snapshot -7th Oct 2025

Global / External Developments

• Mixed global cues ahead of U.S. data and central bank insights are likely weighing slightly on market opens. Indian markets may open with softness.

• India’s trade strategy came under scrutiny: a government think-tank cautioned that without stronger engagement with China…[Read more]
OmniScience Capital posted an update
5 months, 2 weeks ago

Did you know? Just 5 states contribute nearly half of India’s economic output!
Which state do you think will rise fastest in the next decade?
OmniScience Capital posted an update
5 months, 2 weeks ago

Dalal Street might light up with a pre-Diwali rally.

Ashwini Shami of Omniscience Capital tells Mint that investors should wait for clarity on trade talks while spotting oversold quality stocks that offer long-term value.

Read full article – https://tinyurl.com/ytncdret
VRIGHT Exchange | Research & Strategy Desk posted an update in the group Metals & Mining – Sector Insights & Stock Watch
5 months, 2 weeks ago

Vedanta Q2 (YoY)

Aluminium production rises 1% to 6.17 lakh tonnes Vs 6.09 lakh tonnes
Zinc saleable metal drops 6% to 2.46 lakh tonnes Vs 2.62 lakh tonnes
Zinc international production zooms 38% to 60,000 tonnes Vs 44,000 tonnes
Silver production falls 22% to 1.44 lakh tonnes Vs 1.84 lakh tonnes

Hindustan Zinc Q2 (YoY)

Mined metal production…[Read more]
VRIGHT Exchange | Research & Strategy Desk posted an update in the group Infrastructure & Construction Group
5 months, 2 weeks ago

Sobha Q2 (YoY)

Total sales value zooms 61.44% to Rs 1,902.6 crore Vs Rs 1,178.5 crore
Average price realisation grows 7.7% to Rs 13,648 per square feet Vs Rs 12,674 per square feet

Sales value–Sobha share jumps 56.4% to Rs 1,537 crore Vs Rs 982.8 crore

New sales area soars 50% to 13.94 lakh square feet Vs 9.29 lakh square feet
VRIGHT Exchange | Research & Strategy Desk posted an update in the group Financial Services Group
5 months, 2 weeks ago

Quarterly Business Update

HDFC Bank Q2 (YoY)

Gross advances soar 9.9% to Rs 27.69 lakh crore Vs Rs 25.19 lakh crore
Average deposits grow 15.1% to Rs 27.1 lakh crore Vs Rs 23.54 lakh crore

Average CASA deposits increase 8.5% to Rs 8.7 lakh crore Vs 8.08 lakh crore
Average AUM jumps 9% to Rs 27.94 lakh crore Vs Rs 25.63 lakh crore

IndusInd Bank…[Read more]
VRIGHT Exchange | Research & Strategy Desk posted an update in the group Financial Services Group
5 months, 2 weeks ago

MERGER OF 12 PSU BANKS INTO 3 MEGA BANKS (2025)

GROUP 1: SBI-LED MEGA BANK (NATIONWIDE DOMINANCE)

– STATE BANK OF INDIA (SBI)
– PUNJAB NATIONAL BANK (PNB)
– BANK OF BARODA (BOB)
– BANK OF INDIA (BOI)

*WHY*: COMBINES SBI’S SCALE (22,000 BRANCHES, ₹7 LAKH CR MARKET CAP) WITH STRONG NORTHERN/CENTRAL BANKS FOR 35,000 BRANCHES, ₹10 LAKH CR+ MARKE…[Read more]
VRIGHT Exchange | Research & Strategy Desk posted an update in the group Consumer & Retail Group
5 months, 2 weeks ago

V-Mart Retail 2QFY26 Performance Update

▶Revenue grew 22.1% YoY/ -8.8% QoQ to Rs 8.07 bn. This growth has come on a base of 20.3% growth in 2QFY25.

▶The growth was supported by the early festive season. Pujo in 2Q FY26 vs in 3Q during FY25.

▶SSSG stood at +11% for 2QFY26 (V-Mart at +11% and Unlimited at +11%). Compared to 15% SSSG in base…[Read more]

Ayesha Aryan Rana

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