Groups – Timeline – Parth Gutka – wordpress.vrightexchange.com

VRIGHT Exchange – Daily Digest posted an update in the group VRight Exchange Capital Connect | Analyst & Investor Events
7 months, 4 weeks ago

Earnings Call | Bansal Wire Industries Limited

Details:
Day/Date: Tuesday, (Tomorrow) 22nd July’25
Time: 11:00 AM IST
Universal Access Number :- ‪+91 22 6280 1386‬ / ‪+91 22 7115 8287

Earnings Call | Punjab and Sind Bank
Date & Time: Tuesday, 22nd July 2025 at 03:30 PM IST
Meeting number: 2517 506 7807
Password: Psb@July@2025

Earni…[Read more]
VRIGHT Exchange – Daily Digest posted an update in the group VRIGHT Exchange | Daily Digest: Corporate & Economy
7 months, 4 weeks ago

Equity Markets & Sector News Update -July 22, 2025

• Market Overview: Sensex ended +0.54%, Nifty +0.49%, making it two consecutive days of gains. Strong earnings from HDFC Bank and ICICI Bank supported momentum, while Reliance lagged on mixed results.

• Sector Activity: Banking and financials led the market rally. Media and metals also saw gai…[Read more]
VRIGHT EXCHANGE posted an update in the group Economy & Industry Triggers
7 months, 4 weeks ago

Key Highlights: RBI Draft Guidelines on Digital Banking Channels (July 2025)

1. Definitions

Digital Banking Channels: Banking via internet, mobile, or other digital platforms.

Mobile Banking: Services via apps, USSD, or SMS.

View-Only Facility: Allows balance checks and statement views without financial transactions.

2. View-Only…[Read more]
VRight AARYANA posted an update in the group India Research & Analyst Network
8 months ago

Reliance Industries Ltd (RIL) – Q1FY26 Broker Takeaways

🔹 Key Themes Across Brokerages
Telecom (Jio) remains the strongest performing segment

Retail growth has decelerated, impacting consolidated performance

O2C (Oil to Chemicals) segment was weaker than expected

Earnings optically boosted by one-off gains (e.g., investment sale)

New Energy b…[Read more]
VRight AARYANA posted an update in the group Financial Services Group
8 months ago

Institutional Analyst Views

ICICI Bank — Strong Quarter Across Metrics

Consensus Rating: ★ BUY / Outperform

TP Range: ₹1,440 – ₹1,760

Key Positives:

Strong NII and core PPOP; only major bank with sequential NII growth despite rate cuts (CLSA, Nomura).

Asset quality stable, unlike recent Axis Bank concerns (Bernstein).

NIM compressi…[Read more]
VRIGHT EXCHANGE posted an update in the group Financial Services Group
8 months ago

AU Small Finance Bank (AUBANK) – Q1 FY26 Earnings Highlights
(Not Rated)

Date: Weekend announcement | Quarter: Q1 FY26

Key Financial Highlights
PAT: ₹581 Cr

YoY: +16%

QoQ: –5%

12% above Bloomberg consensus on the back of:

Surge in treasury income: +1,479% YoY

Controlled opex: Up only 4% YoY

Net Interest Income (NII): +6% YoY…[Read more]
VRIGHT EXCHANGE posted an update in the group Financial Services Group
8 months ago

Can Fin Homes Ltd (CANF) – Q1FY26 Results Summary

CMP: ₹816 | Mcap: ₹10,870 Cr | Rating: BUY | Target Price: ₹940
Valuation: 1.6x FY27E P/ABV

Key Performance Highlights

Growth & Disbursements
AUM: ₹38,773 Cr

+9% YoY, +2% QoQ — Slowest growth in 16 quarters, in line with estimates.

Disbursements: ₹2,015 Cr

–18% QoQ, +9% YoY — Slightly belo…[Read more]
VRIGHT EXCHANGE joined the group Financial Services Group
8 months ago

Financial Services Group
Public GroupMembers 20
VRIGHT EXCHANGE posted an update in the group Economy & Industry Triggers
8 months ago

Key regulatory and market developments as of July 21, 2025:

Domestic (India)
🔹 SEBI
Introduced the VCF Settlement Scheme 2025, effective July 21–Jan 19, 2026. This allows legacy Venture Capital Funds (VCFs) that migrated under AIF regulations to settle winding‑up violations. Applications are due by July 19. Note: settlement costs borne by fu…[Read more]
VRIGHT Exchange – Daily Digest posted an update in the group VRIGHT Exchange | Daily Digest: Corporate & Economy
8 months ago

News update-July 21, 2025

Market Overview
• Sensex rose ~0.15%, Nifty climbed ~0.33% in the early session, fueled by strong Q1 earnings from Reliance, HDFC Bank, and ICICI Bank
• Broader breadth remained weak, with midcaps & smallcaps lagging
• FII selling continues; domestic DIIs provided support
• Global cues mixed, as US trade concern…[Read more]
VRIGHT Exchange – Daily Digest posted an update in the group VRight Exchange Capital Connect | Analyst & Investor Events
8 months ago

Earnings Calls, In person conferences and results today-July 21, 2025

Monday 21 July 2025

9:30 AM Epack Durable
Dial: ‪+91 22 6280 1384‬

11:00 AM Aarti Drugs
Dial: ‪+91 22 6280 1309‬

11:00 AM L and T Finance Hol
Dial: ‪+91 22 6280 1486‬

11:30 AM J. K. Cement
Dial: ‪+91226280 1143‬

11:30 AM Vimta Labs
Dial: ‪+91 22 6280 1297‬

01:00 PM M…[Read more]
VRIGHT Exchange – Daily Digest posted an update in the group VRIGHT Exchange | Daily Digest: Corporate & Economy
8 months ago

News update-July 20, 2025

Banking & Financials

• HDFC Bank: Q1 net profit rose 12.2% to ₹18,155 cr, driven by a 5.4% increase in NII and strong treasury/fee income; provisions jumped five-fold (mostly precautionary). Declared 1:1 bonus shares + ₹5 special dividend

• ICICI Bank: Net profit up 15.5% to ₹12,768 cr; NII rose 10.6%, loan book up…[Read more]
VRIGHT EXCHANGE posted an update in the group VRIGHT Exchange | Daily Digest: Corporate & Economy
8 months ago

Market & regulatory update for July 19, 2025:

Market Overview & Institutional Flows
Domestic vs. Foreign Flows
FIIs remain cautious—showing muted net buying in July—while DIIs continue to prop up equity markets. Sunil Subramaniam highlights that India’s rally is now driven by strong domestic inflows, particularly in mid & small caps

FI…[Read more]
Aryan Rana posted an update in the group VRIGHT EXCHANGE
8 months ago

From BSE’s 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 speak…[Read more]
VRIGHT Exchange – Daily Digest posted an update in the group VRight Exchange Capital Connect | Analyst & Investor Events
8 months ago

Investor calls and events -July 18

IPO Conference :GNG Electronics Limited

Schedule:
Day / Date: Friday, July 18, 2025
Time: 12.00 p.m. Onwards
Venue: Rendezvous, Taj Mahal Hotel, Colaba, Mumbai.

Management Team:
(1) Mr. Sharad Khandelwal, Founder and Managing Director
(2) Mr. Ajaykumar Pancholi, Director

Earnings Call Alert
Tata…[Read more]
VRight AARYANA posted an update in the group Economy & Industry Triggers
8 months ago

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]
VRIGHT Exchange – Daily Digest posted an update in the group VRIGHT Exchange | Daily Digest: Corporate & Economy
8 months ago

Sector-wise update for July 18, 2025:
Markets & FPI Activity
• Market Trend: Indian indices opened flat to slightly lower—Sensex at ~82,190 ( 0.1%) and Nifty near 25,100 ( 0.05%) amid mixed global cues
• Inflow/Outflow: FIIs net sold ~₹3,670 cr; DIIs net bought ~₹2,720 cr
• Advance/Decline: Markets saw 1,966 advancers vs 962 decliners; mid-…[Read more]
Ashish Mendhekar joined the group VRIGHT Exchange | Market Movers
8 months ago

VRIGHT Exchange | Market Movers
Public GroupMembers 66
Ashish Mendhekar joined the group Financial Services Group
8 months ago

Financial Services Group
Public GroupMembers 20
Ashish Mendhekar joined the group VRight Exchange Capital Connect | Analyst & Investor Events
8 months ago

VRight Exchange Capital Connect | Analyst & Investor Events
Public GroupMembers 84

Parth Gutka

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