Amit Malviya
@amit.malviya.4540
Indore
15+ Years of experience
SEBI Registration INH000020615SEBI-registered Investment Adviser and Research Analyst with Registration No. INA000007924 and INH000020615.
Trade Ideas
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Expertise
Quantitative
Growth
Technical
Index Strategies
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Futures & Options
Technical Analysis
Trade Facts
Total Trades
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Missed Trades
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Profit Trades
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Posts
shared an insight ⚡️ 17 hours ago
Cupid Ltd’s Q2 results confirm strong fundamentals
CUPID
Cupid Ltd surged to an all-time high of ₹306.95 today (30 Sept 2026), backed by strong Q2 results showing net profit of ₹44.15 crore (up 194% YoY) and revenue growth of 159% YoY. The stock has delivered extraordinary returns, rising over 613% in the past year.
📊 Key Financial Highlights (Q2 FY26-27)
Revenue: ₹154.72 crore, up 28.98% QoQ and 158.73% YoY
Operating Profit: ₹60.07 crore, up 60.14% QoQ and 264.72% YoY
Net Profit (PAT): ₹44.15 crore, up 21.76% QoQ and 194.14% YoY
Operating Margin: 38.82% (highest recorded to date)
EPS: ₹0.32 vs ₹0.18 last quarter (up 61.82%)
📈 Stock Performance
Current Price: ₹306.95 (BSE/NSE)
Intraday High: ₹296 before closing near peak
1-Year Return: +613.77% (vs Sensex -9.50%)
YTD Return: +196.19%
3-Year Return: +7,402.44%
5-Year Return: +13,241.30%
Market Cap: ₹38,659 crore (largest in FMCG sector, 77.92% of sector cap)
📌 Sector & Market Context
Cupid Ltd now dominates the FMCG sector, contributing 11.51% of industry sales.
The company has reported five consecutive profitable quarters, showing operational consistency.
Stock trades above all key moving averages (5, 20, 50, 100, 200-day), confirming a bullish technical outlook.
Elevated volatility (21.24% intraday) reflects strong trading interest.
🔎 Comparison with Peers
Company 1-Year Return Market Trend
Cupid Ltd +613.77% Strong Bullish
Dabur India -22.93% Weak
Colgate-Palmolive -19.00% Weak
Patanjali Foods -36.04% Declining
Hatsun Agro +21.83% Moderate
Milky Mist Dairy +73.13% Rising
⚠️ Risks & Considerations
High volatility may lead to sharp corrections despite bullish momentum.
Valuation stretched after massive multi-year rally; investors should watch for profit booking.
Sector concentration risk: Cupid dominates FMCG, but overdependence on one segment could pose challenges if demand slows. shared an insight ⚡️ 29th Sep
AXISCADES updates AGM + block deal + aerospace expansion
AXISCADES
AXISCADES Technologies is in the spotlight this week after its shares surged 10% on September 29 2026 following a major block deal and a strong aerospace expansion push. The company recently held its 36th AGM, launched a new aerospace subsidiary, and allotted ₹200 crore in secured NCDs to fund growth.
🚀 Latest Developments in AXISCADES Technologies
1. Share Price Rally
Stock Movement: Hit the 10% upper circuit, touching ₹2,067.40 intraday on September 29 2026.
Trigger: A block deal of 4.54 million shares, signaling strong institutional interest.
Investor Sentiment: Positive due to the company’s aggressive aerospace and defense expansion.
2. Strategic Expansion into Aerospace
New Subsidiary: Incorporated Akkodis AXISCADES Aerospace Engineering Private Limited (AAAEPL) on 22 Sept 2026.
Focus: Specialized engineering, design, and technical consulting for aerospace and aviation.
Ownership: AXISCADES holds 99.9999% stake with a ₹48,990 cash subscription.
Purpose: To deepen integration into the global aerospace supply chain and capture high‑value defense contracts.
3. Cloud Wave Technologies Acquisition
Deal Value: ₹234 crore for a 90% stake (enterprise valuation ₹260 crore).
Completion Date: 10 Sept 2026.
Benefit: Adds AS9100D‑certified precision manufacturing capacity for aerospace components.
Subsidiaries Acquired: Protohubs and Aureate.
Funding: Supported by ₹200 crore raised through secured, unlisted Non‑Convertible Debentures (NCDs).
4. Financial Snapshot (Q1 FY27)
Metric Q1 FY27 YoY Change Notes
Revenue ₹346.7 crore +42.2% Strong growth post‑divestment
Net Loss ₹14.8 crore ↓ from ₹20.9 crore profit Integration costs
EBITDA Margin 8.1% ↓ from 14% Transition pressure
Normalized EBITDA ₹27.9 crore — Reflects expansion expenses
🏢 Governance & AGM Highlights (28 Sept 2026)
36th Annual General Meeting: Focused on “AXISCADES 3.0” strategy — four platforms: Aerospace, ACAT, XiDA, Space. shared an insight ⚡️ 29th Sep
Stock market news update for 29 sep 26..
Market Update
Sensex: Down ~650 points, trading near 72,122.
Nifty 50: Fell ~190 points, now at 22,589.
Bank Nifty: Dropped ~600 points, hovering around 53,800.
India VIX: Jumped over 7%, showing high volatility.
⚠️ Key Reasons for the Fall
Crude oil prices surged to $107 per barrel due to US–Iran tensions and supply concerns in the Strait of Hormuz.
Rupee weakened to ₹96 per USD, adding pressure on import-heavy sectors.
Foreign Institutional Investors (FIIs) sold more than ₹5,000 crore in recent sessions.
US bond yields rose to 5.2%, pulling global funds away from equities.
📊 Sector Impact
Most affected: Banking, financial services, auto, IT, FMCG, oil & gas.
Relatively stronger: Pharma and healthcare (Abbott India +2%, Dr Reddy’s +1.8%, Mankind Pharma +2.5%).
🏢 Stocks in Focus
Ellenbarrie Industrial Gases: Up 5% after winning a ₹481 crore order from BHEL.
PB Fintech: Rose 4%, Bernstein maintained target at ₹2,310.
TCI Express: Surged 16%, top gainer of the day.
Tata Motors PV, Bajaj Finance, HDFC Life: Among top losers.
TMCV
📌 Investor Takeaways
Support levels: Nifty at 22,500–22,450; Bank Nifty at 53,800–53,500.
High volatility: Short-term trading is risky.
Domestic Institutional Investors (DIIs) are still buying, providing some cushion.FAQ's
What are the top stock recommendations by Amit Malviya?
Amit Malviya regularly shares stock views and market analysis on StockGro. Some of the stocks they have recently shared views on include Kajaria Ceramics Ltd. (Bullish), CUPID, AXISCADES and TMCV. Explore Amit Malviya's complete list of posts and trade views on their StockGro profile.
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You can follow Amit Malviya's latest investment insights, stock recommendations, and market analysis on StockGro App. Additionally, you can check their detailed stock analysis reports in the StockGro blog section.
What is Amit Malviya's investment strategy?
Amit Malviya follows a data-driven, research-backed investment strategy focused on maximizing returns while managing risk. Their approach includes fundamental and technical analysis, portfolio diversification, and sectoral trends to identify high-potential stocks.
How long has Amit Malviya been a SEBI-registered Research Analyst (RA)?
Amit Malviya has been a SEBI-registered Research Analyst and have 15+ Years of experience. With extensive experience in stock market analysis and investment research, they have guided investors in making informed and profitable decisions.
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You can check Amit Malviya's past stock recommendations, success rate, and investment insights on their StockGro profile. Their historical stock picks reflect a track record of strategic investment decisions based on thorough research.
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For stock market guidance from Amit Malviya, you can connect through their StockGro profile. Some RAs may also provide personalized investment consultations based on their availability and SEBI regulations.
What is Amit Malviya's track record in predicting market movements?
Amit Malviya has a proven track record of accurate market analysis and trend predictions. By analyzing economic indicators, market sentiment, and technical charts, they have consistently helped investors make well-timed investment decisions.
What is the SEBI Registration number for Amit Malviya?
Amit Malviya is a SEBI-registered Research Analyst with the SEBI Registration INH000020615. This ensures that their investment recommendations comply with SEBI's regulatory framework for investor protection and financial advisory standards.
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