Peer Pressure & Portfolio Panic: The Insider Gossip Trap

In the high-stakes world of Indian investing, decision-making is often influenced not just by data or research, but by peer networks, closed groups, and insider-style gossip. Whether it’s a colleague’s “source,” a trader’s tip, or a friend-of-a-friend who “knows something,” the pressure…[Read more]

IMFA Q1 FY26 Earnings Call – Key Highlights from CFO Remarks & Q&A

Date: July 31, 2025

CFO Remarks (Mr. Saunak Gupta)

1. Financial Highlights
Standalone Revenue: ₹641.54 crore (up from ₹567.15 crore in Q4 FY25)

EBITDA: ₹125.47 crore (up 78% QoQ from ₹70.52 crore)

PAT: ₹91.48 crore (up from ₹47.07 crore in Q4)

2. Margins
EBITDA margin improv…[Read more]

Indian Overseas Bank’s Analyst Meet and Q&A Session (Q1 FY26)-Investor Highlights

Performance & Financial Highlights (Q1 FY26):
-Net Profit rose significantly by 76% YoY, reflecting consistent performance.

-Fee-based Income saw a sharp rise, driven by:

-₹200 Cr from Priority Sector Lending Certificate (PSLC) sales.

-Processing fees imp…[Read more]

Dead Wrong: Trump’s Jibe Doesn’t Hold Up Against India’s Metrics

US President Donald Trump’s recent remark dismissing India and Russia as “dead economies” has drawn sharp contrasts with hard data. Far from stagnation, India has demonstrated unparalleled economic dynamism, cementing its status as the fastest-growing major economy in the world.…[Read more]

Q1FY26 Skipper (NOT RATED) results – High growth trajectory continues

-> Revenue/EBITDA/PAT growth of 15/21/41% yoy

-> Revenue of 12.5bn (+15% yoy) driven by Engineering Products (+24% yoy) and Polymer Products (+39% yoy). Infra projects segment revenue declined 39% yoy.

-> As a result, the share of Engineering Products (mainly transmission t…[Read more]

Aegis Vopak Terminals Ltd-IPO Analyst Report by SBI Securities

India’s EV journey is picking up speed!
With government support through schemes like FAME II and funds for battery and mineral supply, the EV future looks strong.
Even Tesla’s recent entry into India shows how big the EV opportunity is becoming. ⚡🇮🇳

India spends 14% of its GDP on logistics—well above the global average—mainly due to heavy reliance on costly road transport (67% share).

Boosting rail and multimodal infrastructure can cut costs and improve supply chain efficiency. Key drivers: e-commerce, infra push, and tech adoption.

Mazagon Dock, Garden Reach to HAL: Defence stocks crash up to 19% in just one month. Time to buy or steer clear?

🗣 Insights from Dr. Vikas Gupta, CEO & CIO,
Omniscience Capital.

🔗 Read the full article:…[Read more]

Ashwini Shami, EVP and Senior Portfolio Manager ,OmniScience Capital Views on story by Times of India and ET

Why 60% of NSE 500 stocks remain below their 2024 highs

Despite these declines, elevated valuations persist in many ..

Read more…[Read more]