Preview: 6–11 Oct 2025

What Will Drive Markets

Q2 Earnings Kickoff

o TCS is expected to report Oct 9 — this will set the tone for IT and export names.

o Banks, NBFCs, and consumer staples will follow — guidance, margins, and credit trends will be scrutinized.

IPO Debut / Subscription Trends

o Tata Capital’s IPO is expected to dominat…[Read more]

Weekly Review: 29 Sept – 4 Oct 2025

Market Snapshot & Trend

• After several volatile sessions in late September, the equity markets staged a modest rebound. The Sensex rose ~224 points (≈ 0.28%) on Oct 3, while the Nifty gained ~58 points (≈ 0.23%) to close around 24,894.

• Over the week, indices were up ~0.97% (both Sensex & Nifty) on a holi…[Read more]

LISTING UPDATE

CHATTERBOX – SME
IPO PRICE: 115
LOT SIZE – INDIVIDUAL: 2400
LOT SIZE – HNI: 3600

LISTING PRICE: 135(+20₹,+17.39%)
LISTING GAIN – INDIVIDUAL: 48000/-
LISTING GAIN – HNI: 72000/-

GUJARAT PEANOUT
IPO PRICE: 80
LOT SIZE – INDIVIDUAL: 3200
LOT SIZE – HNI: 4800

LISTING PRICE: 64(-16₹,-20%)
LISTING LOSS – INDIVIDUAL: 512…[Read more]

800 ‘Vande Bharat’ Trains by 2030

A mega push for Indian Railways that’s set to transform connectivity and unlock opportunities across the supply chain.

Why it matters:

Strengthens India’s transport backbone.

Triggers large-scale capex and supply orders.

Multi-sector boost: coaches, components, signalling, electrification, and digital…[Read more]

Nikkei 225 — The Breakout Story

Why the Rally?

Corporate Reforms: Stronger governance, higher shareholder returns, and record buybacks.

Ultra-Loose BOJ Policy: Negative rates and aggressive QE kept liquidity abundant.

Yen Weakness: A boon for exporters, driving earnings growth.

Valuation Reset: Japan Inc. re-rated from “cheap” to “attr…[Read more]

Brokerage Updates- 3rd Oct 2025

Consumer Durables

Nuvama on LG Electronics India – BUY

Strong brand with robust parentage.

Industry CAGR: 8–10% (₹96,900 cr in CY24 → ₹1.44–1.59 lakh cr by CY29E).

FY19–25 CAGR: Revenue +8%, EBITDA +5%, PAT +6%; FY25 YoY growth 14%/37%/44%.

ROCE/ROIC median 34%/89%, projected 45%/106% in FY25.

$600 m…[Read more]

Stocks in News – Key Corporate Updates (3rd Oct 2025)

Positive Developments

Swelect Energy: Commissioned additional 2 MW solar plant in Tamil Nadu.

GNG Electronics: Signed facility lease pact with Ajman Free Zones Authority.

Goodluck India: Obtained industrial licence to produce empty shells; trial production to begin in Q3.

Bansal Wire: Q…[Read more]

Corporate Update -3rd Oct 2025

• Lemon Tree Hotels: Opened a 111-room property in Andhra Pradesh; signed pact for a 52-room hotel in Haridwar; launched a 67-room hotel in Navi Mumbai; rebranded Delhi property.

• Adani Green Energy: Commissioned 50 MW solar + 31.2 MW wind projects at Khavda, Gujarat, raising total operational renewable cap…[Read more]

VRIGHT Exchange – Daily Digest | Corporate & Economy Analysis for Oct 3, 2025

Macro & Market Sentiment
• Markets opened positive tracking global cues but faced volatility ahead of a heavy IPO pipeline next week (~₹27,000 crore).
• RBI’s reform push continues to drive optimism, especially in financials and manufacturing-linked names.
•…[Read more]

Key Context & Market Status

Holiday Notice: Equity markets (NSE, BSE) are shut today for Gandhi Jayanti & Dussehra.

With markets closed, today’s session is a “rest day” — but macro, global, and regulatory moves could shape momentum when trading resumes.

FIIs on Oct 1 logged net outflows of ~₹1,605 Cr while DIIs bought ~₹2,916 Cr.

Key re…[Read more]

Fund House Recommendations — 1 Oct 2025

Cement & Infrastructure

CLSA on UltraTech Cement: Maintain Outperform; Target Price ₹14,700/sh. (Positive outlook, sector demand resilience)

Financials

CLSA on Muthoot Finance: Maintain Outperform; TP raised to ₹3,600/sh. (Positive – strong gold loan momentum)

CLSA on Manappuram Finance: Maintai…[Read more]

Stocks in News – October 1, 2025

Positives

Suryoday SFB: Received full ₹314 Cr claim from National Credit Guarantee Trustee Company.

Sri Lotus: Launched two projects with GDVs of ₹700 Cr & ₹300 Cr.

HUDCO: Sanctioned ₹92,710 Cr and disbursed ₹25,839 Cr H1 loans; Q2 disbursement up 43.6% YoY.

RITES: Signed pact with Etihad Rail to deepen coll…[Read more]

IPO Watch (1st Oct 2025)

Pace Digitek: Subscribed 1.59x (QIBs 1.6x, NIIs 2.9x, Retail 1.0x).

Glottis: Subscribed 0.94x (QIBs 1.8x, NIIs 1.1x, Retail 0.6x).

Om Freight: Subscribed 2.23x (QIBs 4.0x, NIIs 4.7x, Retail 0.9x).

Fabtech Technologies: Subscribed 1.0x (Retail strong 1.2x).

Advance Agrolife: Subscribed 0.42x (low QIB demand).

LISTING UPDATE (1st Oct 2025 )

SOLVEX – SME
IPO PRICE: 72
LOT SIZE – INDIVIDUAL: 3200
LOT SIZE – HNI: 4800

LISTING PRICE: 68(-4₹,-5.56%)
LISTING LOSS – INDIVIDUAL: 12800/-
LISTING LOSS – HNI: 19200/-

SYSTEMATIC
IPO PRICE: 195
LOT SIZE – INDIVIDUAL: 1200
LOT SIZE – HNI: 1800

LISTING PRICE: 193.80(-1.20₹,-0.60%)
LISTING LOSS – INDIVIDUAL: 144…[Read more]

Today Total 8 IPO Listing ( 1 Oct 2025)

1️⃣MainBoard – Jain Recycling
2️⃣MainBoard – Epack Prefab
3️⃣MainBoard – BMW Ventures

4️⃣NSE SME – Gurunanak Agriculture
5️⃣BSE SME – Solvex Edibles
6️⃣BSE SME – Systematic Industries
7️⃣BSE SME – Justo Realfintech
8️⃣BSE SME – Praruh Technologies

LG Electronics India Ltd : IPO

Open: 07 Oct, 2025
Close:…[Read more]