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Tech Mahindra, ICICI Lombard General Insurance Company, ICICI Prudential Life Insurance Company, Aditya Birla Money, Cyient DLM, GTPL Hathway, Indian Renewable Energy Development Agency, Bank of Maharashtra, Persistent Systems, Leela Palaces Hotels & Resorts, and Thyrocare Technologies will announce their quarterly earnings today.

VRIGHT EXCHANGE | Daily Market Update — 14 October 2025

Sector-Wise Overview | Corporate, Macro & Investor Insights

Global & Macro Trends
• U.S.–China Trade Tensions: Renewed frictions over rare-earth export controls and reciprocal port fees have heightened global supply chain concerns. Manufacturing, tech, and logistics sectors are seeing senti…[Read more]

Multibagger Tracker — 9 Stocks That Soared Over 5,000% in 5 Years

While these returns appear phenomenal, few investors actually entered early or held through market volatility.

Top 5-Year Performers (as of Oct 11, 2025):
1) Jindal Photo – +11,465%
2) TARIL – +10,136%
3) Pondy Oxide – +8,428%
4) Xpro India – +7,811%
5) Lotus Chocolate…[Read more]

Macro & Global Overview

Global Trade & Economy
• The U.S.–China trade war has flared up again, with Washington threatening to impose 100% tariffs on Chinese imports from November 1. Beijing’s export controls on rare earth elements have heightened global supply chain concerns.
• Asian markets declined nearly 2% (excluding Japan), while U.S. fu…[Read more]

GLOBAL SHOCK: OCTOBER 11, 2025

On October 11, 2025, President Donald Trump announced 100% tariffs on all Chinese imports and export restrictions on critical U.S. software, retaliating against China’s rare earth mineral export ban.

The decision triggered a global market meltdown:

Global equities lost $1.6 trillion in value in a single trading s…[Read more]

Fund Flow Activity – NSE & BSE | 8th October 2025

Market Turnover (₹ Crore)

Cash Segment: NSE ₹89,602.56 + BSE ₹7,644.04 → Total ₹97,246.6 Cr

F&O Segment: NSE ₹1,44,038.37 + BSE ₹25,36,615.62 → Total ₹2,55,07,653.99 Cr

Provisional Cash Flow (₹ Crore)

FII / FPI: Net Buy +81.28 (₹10,286.98 – ₹10,205.70)

DII: Net Buy +329.96 (₹11,733.48 – ₹11,4…[Read more]

Swadeshi 2.0

The Government of India is accelerating self-reliance across critical sectors, creating massive import substitution opportunities for domestic companies.

Key Sectoral Import Dependence:

Minerals & Ores: >40% imported

Organic Chemicals: >50% imported

Fertilizers (DAP & MOP): >60% imported

Medical Devices: >80% imported

Crude…[Read more]

PEG < 1 – Actively Bought by FIIs

These stocks offer potential value opportunities, with a Price/Earnings-to-Growth (PEG) ratio below 1, indicating undervaluation relative to earnings growth, while foreign institutional investors (FIIs) are accumulating:

Sigachi Industries

Karnataka Bank

PNB Housing Finance

Aptus Value Housing F…[Read more]

Promising SMEs Poised for Strong FY26 Growth

(Select companies with market cap above ₹1,000 crore)

India’s SME ecosystem continues to demonstrate strong earnings visibility and expansion momentum, led by companies capitalizing on structural themes such as clean energy, defence, cooling, and electronics manufacturing. Supported by policy inc…[Read more]

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]

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]