Foreign investors put roughly:
₹9,676 crore INTO Indian IPOs
But sold:
₹45,537 crore FROM listed Indian stocks
So they're not saying:
“We don't want India”
They're saying something much more specific:
“We don't want your existing stocks at these prices”
That's a very different signal
#Investing
#Nifty
#Sensex
#Stockmarket
NMDC produced 27.27 million tonnes of iron ore through September
Last year:
22.20 MT
That's:
+22.84%
Forget the stock price for a moment
A 23% jump in physical production from a major commodity producer is the kind of number that eventually shows up in:
Revenue
Volumes
Operating leverage
Sometimes the best stock statistic isn't financial
#Investing
#Nifty
#Sensex
#Stockmarket
Mercedes-Benz sold 15,190 cars in India in just 9 months
Jan–Sep 2026:
↑ 8% YoY
Q3 alone:
5,422 units
↑ 6% YoY
India's stock market can be weak
But India's premiumconsumption story is still alive
Someone is clearly still spending
#Investing
#Nifty
#Sensex
#Stockmarket
Shipping Corporation of India has 58 vessels
Management is targeting:
🚢 30 additional vessels
And the government expects FY27 PAT to exceed:
₹2,000 crore
FY26 PAT:
₹1,353 crore
That's potentially ~48% higher
A government owned shipping company suddenly looking like a serious earnings growth story
Not exactly the PSU story investors usually expect
#Investing
#Nifty
#Sensex
#Stockmarket
HDFC Bank's average advances reached ₹31.87 lakh crore
That's up roughly:
14% YoY
Think about that number
₹31.87 trillion of advances
And this is one bank
The Indian banking opportunity isn't just about loan growth
It's about the sheer scale of financial assets moving through the system
#Investing
#Nifty
#Sensex
#Stockmarket
#HDFC
Bajaj Finance added 11% more new loans YoY in Q2
That's not the interesting part
The interesting part:
India's largest consumer finance growth stories are still expanding despite a difficult equity market
Stock markets can be weak
Credit demand can still be strong
The economy and the stock market don't always move together
#Investing
#Nifty
#Sensex
#Stockmarket
D-Mart just crossed 500 stores
September quarter revenue:
₹19,206 crore
↑ 18.4% YoY
Stores:
518
And that's just the standalone business
The interesting question isn't whether D-Mart is growing
It's:
Can it keep growing at scale without sacrificing its famous low cost model?
#Investing
#Nifty
#Sensex
#Stockmarket
India's top 6 IT companies are expected to grow revenue only 0.7–3.5% QoQ this quarter
And that's despite the AI boom
The bigger problem:
AI is putting pressure on pricing
Traditional model:
More hours → more billing
AI model:
More output → potentially fewer billable hours
That's not just a demand problem
It's a business model problem
#Investing
#Nifty
#Sensex
#Stockmarket
ASK Automotive isn't a household name
But look at the numbers
Quarterly sales:
₹1,358 crore
↑ 52.4% YoY
Profit:
₹85.1 crore
↑ 28.8%
ROCE:
25.4%
Operating cash flow:
₹301 crore
The interesting part isn't the stock price
It's the underlying business momentum
Sometimes the next interesting company isn't the one everyone already knows
#Investing
#Nifty
#Sensex
#Stockmarket
Manorama Industries just posted an interesting combination
Quarterly sales:
₹403.96 crore
↑ 39.5% YoY
Quarterly profit:
₹81.59 crore
↑ 61.3% YoY
Operating cash flow:
₹259.37 crore
That's the part I like
Not just:
Profit ↑ 61%
But:
Cash flow > reported quarterly profit
That's worth investigating
#Investing
#Nifty
#Sensex
#Stockmarket
India's dental market could grow from:
$2.09B → $3.62B by 2030
And two listed companies are already showing strong numbers
Laxmi Dental:
Revenue +13.9%
PAT +23.8%
Debt: Zero
Prevest DenPro:
Revenue +20.9%
PAT +28.0%
Debt: Zero
Sometimes interesting businesses are hiding in industries nobody discusses on TV
#Investing
#Nifty
#Sensex
#Stockmarket
One new entrant just shook up India's wires & cables market
Aditya Birla's Ultravolt entered with:
₹1,800 crore investment
And the reaction?
September stock performance:
Polycab: -15%
KEI: ~-22%
Havells: ~-14%
RR Kabel: ~-18%
That's a powerful reminder:
Competition can destroy valuation multiples before it destroys earnings
#Investing
#Nifty
#Sensex
#Stockmarket
Commercial vehicles are having a surprisingly strong year
Q2 FY27 sales growth:
🚛 Tata Motors: +42.7%
🚛 Ashok Leyland: +31.7%
Tata's overseas CV sales:
+177.3%
Domestic sales:
+30.9%
That's more than just a cyclical recovery
It suggests infrastructure, e-commerce and logistics demand are feeding into the CV cycle
#Investing
#Nifty
#Sensex
#Stockmarket
India's electric passenger vehicle sales nearly doubled in September
September 2025: 17,924
September 2026: 34,894
That's:
+95% YoY
EV penetration:
5.7% → 8.2%
The interesting question isn't whether EV adoption is growing
It's:
What happens when penetration crosses 10%?
#Investing
#Nifty
#Sensex
#Stockmarket
India sold roughly 35,000 electric cars in September
Tata Motors alone accounted for:
42.2% market share
That's roughly 4 out of every 10 electric cars
The EV race isn't just about how fast the market grows
It's about who captures the growth
#Investing
#Nifty
#Sensex
#Stockmarket
#EV
#Tata
TVS Motor sold 65,799 EVs in September
That's:
🚀 +110% YoY
Total September sales:
6.73 lakh units
↑ 24.4% YoY
The interesting part?
EVs are no longer a side story for TVS
They're becoming a meaningful part of the volume story
110% growth deserves attention
#Investing
#Nifty
#Sensex
#Stockmarket
#EV
#TVS
BJP leaders: 2047 tak India badal denge! 🇮🇳🚀
Investor: Sir, 2026 mein STT aur capital gains tax ka kuch kar do?
Government: 2047 ka vision rakho 👀
Investor: Tax bhi 2047 mein lelo phir? 😂
#Investing
#Nifty
#Sensex
#Stockmarket
India wants:
🇮🇳 deeper capital markets
🇮🇳 more retail participation
🇮🇳 more domestic investment
But investors still face:
20% STCG + 12.5% LTCG + STT + transaction costs
And meaningful relief?
Still waiting
You can't simultaneously ask people to bring more capital into markets and keep increasing the cost of participating in them
#Investing
#Nifty
#Sensex
#Stockmarket
Day after day:
Investors ask for lower equity taxes
Government: 🤐
Markets: 📉
FIIs: 🚪
Retail investors:
“At least give us a GST credit for the emotional damage” 😂
#Investing
#Nifty
#Sensex
#Stockmarket