Ketan Mittal (SEBI RA)

RBI turns hawkish, but banks may benefit first

The Reserve Bank of India raised the repo rate by 25 bps to 5.50% on October 7, the first rate hike since February 2023. The RBI also shifted its stance from neutral to calibrated tightening, while raising its FY27 GDP growth forecast to 7.… See Moremore

Coal India supply growth is outpacing production

Coal India Limited increased coal supplies by 12.5% YoY to 61.20 million tonnes in September FY27. Power-sector supplies rose 10.63% to 48.90 million tonnes, while production increased 9.18% to 53.50 million tonnes. The more interesting n… See Moremore

Jubilant FoodWorks shows recovery in Domino’s India

Jubilant FoodWorks Limited reported Q2 FY27 consolidated revenue of ₹2,608.7 crore, up 11.9% YoY. Domino’s India delivered 4.1% like-for-like growth, up from 2.5% in the previous quarter, while the company added 88 Domino’s stores. The enc… See Moremore

RBI's rate decision matters more than the headline hike

The Reserve Bank of India is due to announce its October monetary policy decision today, with the repo rate currently at 5.25%. A 25 bps hike to 5.50% is widely expected, which would be the first repo rate increase since February 2023. The… See Moremore

JSW Cement adds 1 MTPA capacity in North India

JSW Cement Limited has commissioned a 1 MTPA grinding unit at its Nagaur plant in Rajasthan. The addition takes the company's total cement grinding capacity to 25.1 MTPA, with Nagaur's grinding capacity rising to 3.5 MTPA. This is more th… See Moremore

Titan Company shows 25% growth, but the test is productivity

Titan Company Limited reported 25% YoY growth in consumer businesses in Q2 FY27, led by jewellery, watches and eyewear. Jewellery grew about 21%, while watches and EyeCare also delivered more than 20% growth. Titan added 78 net stores durin… See Moremore

Trent revenue grows 23% as Zudio expansion continues

Trent Limited reported standalone revenue of ₹5,788 crore for Q2 FY27, up 23% YoY. The company added 10 Westside and 17 Zudio stores during the quarter, taking its retail expansion further across formats. The interesting part of Trent's u… See Moremore

HDFC Bank gets a new CEO, but the real test is execution

HDFC Bank Limited has appointed Anup Bagchi as its next MD & CEO, effective October 27, 2026. He becomes the first outsider to lead the bank. Reuters The timing matters because the bank's September-quarter business update was strong. Gross… See Moremore

Mahindra & Mahindra tractor sales fall 23%

Mahindra & Mahindra Limited sold 50,208 tractors domestically in September, down 23% YoY. The company attributed the decline primarily to the festive season shifting into October and a high September 2025 base that benefited from the GST ra… See Moremore

Reliance Industries and the Jio IPO : What to Expect

Reliance Industries Limited is heading towards a potential Jio Platforms IPO by the end of October, with the issue estimated at around $3.8 billion. Jio Platforms is reportedly targeting an enterprise valuation of $143-146 billion, or above… See Moremore

TCS faces a tougher Q2 as IT growth slows

Tata Consultancy Services Limited will report Q2 FY27 results on October 8, with investors entering the quarter expecting weak sequential growth across Indian IT. Brokerage estimates point to only 0.7% to 3.5% sequential revenue growth for… See Moremore

Tata Motors CV sales jump 42.7% in Q2 FY27

Tata Motors Limited reported 135,114 commercial vehicle sales in Q2 FY27, up 42.7% YoY. Domestic sales grew 30.9%, while international sales rose 177.3%. The volume growth is clearly strong. But I think the more important question is wheth… See Moremore

Avenue Supermarts revenue grows 18.4% in Q2

Avenue Supermarts Limited reported standalone revenue of ₹19,206 crore in Q2 FY27, up 18.4% YoY. Store count increased to 518 by September-end. The headline growth looks strong, especially after 14.9% revenue growth in Q1 FY27. Revenue als… See Moremore

Treasury yields feel pressure ahead of FOMC's rate decision

The United States Federal Reserve's two-day meet concludes today, and anticipation is high that the central bank will raise interest rates for the first time in three years. What is the date and time of the Fed announcement? The 12-member… See Moremore

US Fed Reserve FOMC Meeting Rate Decision Outcome Today

The two-day US Fed meeting concludes today, and anticipation is high that the US Central Bank will raise interest rates for the first time in three years. The 12-member committee will announce its decision at 18:00 GMT or 11:30 PM Indian St… See Moremore

Dividend record date alert: Last chance to buy Asian Energy

Shares of Excel Industries, Asian Energy Services, Bharat Rasayan, Gujarat Fluorochemicals, Bal Pharma, International Conveyors, etc are likely to attract heightened investors’ interest on Wednesday, September 16, ahead of their dividend re… See Moremore

PVR Inox Share Buyback 2026: Last day to buy is September 3

PVR Inox shares are likely to remain in focus tomorrow, September 3, as the day marks the last opportunity for investors to purchase the stock before the record date for the company's first-ever share buyback. PVR INOX has set September 4,… See Moremore

Balrampur Chini to Dalmia Bharat : Why are sugar stocks down

Sugar stocks extended their losses on Wednesday, September 2, as investors continued to react to the government's decision to further tighten stockholding limits for dealers. The move is aimed at curbing hoarding and speculative trading whi… See Moremore

PM Modi asks citizens to avoid buying gold

Most jewellery stocks, including Kalyan Jewellers, Titan, and Augmont, suffered losses in intraday trade on Tuesday, 1 September, due to profit booking amid a decline in gold prices, a day after Prime Minister Narendra Modi's appeal to avoi… See Moremore

HDFC Bank share price trending at 52 year low

HDFC Bank share price hit 52-week low of ₹704.15 per share after opening higher on Monday. The private lender stock initially rose over 2.5%; however, it pared its gains in the second half of the trading session, falling as much as 5% from… See Moremore