BUSINESS
ABB India Preview: Revenue to increase 13%, margins to decline on competitive pressures
Analysts are likely to focus on management commentary around order flows, pricing power, competitive intensity, and margin trajectory.
BUSINESS
Power Grid holds FY26 capex target at Rs 28,000–30,000 crore as execution speeds up
Capex is set to rise over the next two years. “Last year, we did CapEx of about Rs 26,000 crores. This year, we are expecting about Rs 28,000 crores. Next year, it will be about Rs 35,000 crores,” Tyagi said. The company indicated that FY28 capex could be about Rs 45,000 crore.
BUSINESS
India’s pandemic-era valuation premium over EM peers falls below the decade average in 'healthy reset'
MSCI India index’s P/E premium over MSCI EM fell to 55 percent in October 2025, slipping below its 10-year average of 79 percent, said a note by Motilal Oswal.
BUSINESS
Q2FY26 Power Grid Preview: Marginal growth in revenue, profitability
Among the brokerages, Elara is the most optimistic expects revenue of Rs 11,922 crore, net profit of Rs 4,033 crore, and an EBITDA margin of 82.8 percent. Antique is the most pessimistic, estimating revenue of Rs 11,469 crore, net profit of Rs 3,690 crore, and an EBITDA margin of 85.8 percent.
BUSINESS
'Confident that we will achieve more than the Rs 27,000 crore order book guidance in FY26': BEL's Manoj Jain
The defence major expects a revenue growth of more than 15%, EBITDA margin of around 27%, order inflow of Rs 27,000 crore excluding QRSAM, R&D spending above Rs 1,600 crore, capital expenditure above Rs 1,000 crore and a steady defence-to-non-defence mix of 90:10.
BUSINESS
Bharat Electronics Q2FY26 preview: Strong revenue growth, margins may ease on product mix
The average of six brokerage estimates pegs revenue at Rs 5,335 crore, up 16.4% year-on-year from Rs 4,583 crore in Q2FY25, driven by steady execution of the company’s robust order book.
BUSINESS
Proposed brokerage fee cap may be the biggest jolt for mutual funds in Sebi’s regulatory overhaul
Industry executives are expecting a pushback from both AMCs and brokerages, as it may tighten margins. Sebi has sought feedback on the draft regulations from stakeholders by November 17, 2025.
BUSINESS
NTPC Q2FY26 preview: Earnings growth seen modest, but project pipeline strong
According to a Moneycontrol poll of six brokerages, the power major’s revenue is projected to rise about 5% year-on-year to Rs 42,345.82 crore, while net profit is likely to increase 5.1% to Rs 4,615.72 crore.
BUSINESS
B30 MF assets rise 2.6% to Rs 14.50 Lakh crore in September after August dip
Retail investors across the industry continued to favor direct investments, with 27.37% opting for the direct route in September, up slightly from 27.14% in August.
BUSINESS
L&T Q2 Preview: Strong earnings expected on healthy order flows, mixed project mix may cap margin
Investors will closely watch domestic order ramp-up, conversion of international prospects, and trends in the GCC order pipeline. Commentary on public capex and sector-specific policy developments will also be critical.
BUSINESS
Mutual funds maintain exposure to Pharma in September even as IT, Metals start to gain ground
Auto Ancillaries and Retailing followed with overweight stances of +0.8% each, reflecting continued confidence in domestic consumption and manufacturing themes
BUSINESS
Mutual funds invest nearly Rs 23,000 crore in IPOs in 2025, large issues dominate
The five largest IPOs of the year -- Tata Capital (Rs 15,511.9 crore), HDB Financial Services (Rs 12,500 crore), LG Electronics India (Rs 11,604.7 crore), Hexaware Technologies (Rs 8,750 crore), and Ather Energy (Rs 2,980.8 crore) -- together accounted for 42% of total proceeds and absorbed nearly 44% of mutual fund investments.
BUSINESS
Scope to grow capacity by 25 MTPA, clinker conversion to reach 1.6x: UltraTech’s Atul Daga
UltraTech’s incremental capacity of 22.8 MTPA is primarily targeted at northern and western India, after completing the consolidation in the Southern markets.
BUSINESS
UltraTech Q2 preview: Acquisition-led volume growth, stable blended realisations, and cost efficiencies to boost earnings
UltraTech Cement's Q2FY26 revenue is expected to see a healthy uptick, with eight brokerages projecting an increase to Rs 18,427 crore, up from Rs 15,635 crore in Q2FY25.
BUSINESS
Sebi’s proposed ‘lookback period’ for broker defaults may put investors at a disadvantage, fear experts
Under the proposed amendment, only trades executed within three years before a broker is declared as defaulter would qualify for compensation from the IPF. However, some experts suggest the proposal could undermine the very purpose of the Investor Protection Fund.
BUSINESS
As investors look abroad, this fund house is betting on global diversification
The fund house currently manages three international feeder funds—the PGIM India Global Equity Opportunities Fund of Fund (FoF), the PGIM India Emerging Markets Equity FoF, and the PGIM India Global Select Real Estate Securities FoF.
BUSINESS
Samir Arora’s Flagship Helios Flexi Cap fund doubled AUM in a year: These are the high conviction bets
In September 2025, the fund increased holdings in HDFC Bank and Adani Ports while reducing exposure to Ola Electric. Cash and equivalents fell from 1.57% in August to 1.14% in September, indicating higher equity deployment.
BUSINESS
Equity MF flows moderate in September, SIPs hit record Rs 29,361 crore: Key takeaways
During September, AMFI data shows, equity mutual funds attracted net inflows of Rs 30,422 crore in September 2025, marking a 9% decline from Rs 33,430 crore in August.
BUSINESS
SIP inflows hit record Rs 29,361 crore in September; stoppage ratio rises to 76.3%
While SIP inflows reached an all-time high during September, according to AMFI data, 57.73 lakh new SIP accounts were registered, while 44.03 lakh SIPs matured or were discontinued, resulting in a SIP stoppage ratio of 76.3%, up from 74% in August.
BUSINESS
DSP Mutual Fund takes on impulsive investing with new awareness campaign to advise caution
DSP MF's Parekh said it is the industry’s responsibility to shape investors, not just acquire them. “We’ve focused too much on what drives quick acquisition and too little on what builds lasting investor behaviour."
BUSINESS
Canara Robeco AMC IPO: How it compares with listed peers
Backed by a strong equity tilt, deep penetration into smaller cities, and steadily improving cost metrics, Canara Robeco AMC enters the market with valuations below larger peers.
MARKETS
SEBI preparing action plan on quantum readiness of its regulated ecosystem: Tuhin Kanta Pandey
SEBI chief noted that the next phase of India’s market development will depend on a balanced partnership between technological innovation and regulatory foresight
BUSINESS
Can't have a technology neutral approach. We should adopt and embrace tech: SEBI Chairperson
Technology neutrality is actually not viable. Beyond a point, once a critical mass evolves, it’s very difficult to maintain neutrality, says Tuhin Kanta Pandey
BUSINESS
AI can deliver hyper-personalised, regionalised educational content for investors: Jio BlackRock’s Sid Swaminathan
Talking about the role technology can play on concerns over mis-selling in newer products like Systematic Investment Facilities (SIFs) and Micro SIPs, Swaminathan said technology can be leveraged for both real-time surveillance and investor-level personalisation.
