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Latest posts, stock views and market insights from Saksham Sharma on StockGro.
SEBI-Registered Research Analyst · INA000022613 · View advisor profile
Adani Airports Just Got an $18 Billion Valuation
ADANIENT
Adani Airport Holdings, a subsidiary of Adani Enterprises, has agreed to raise ₹9,825 crore from investors including Temasek, BlackRock-managed funds, Premji Invest and Alpha Wave Global.
The interesting part isn't just the ₹9,8…
India Launches First Tokenised Corporate Bond in Sep
RECLTD (RECLTD) successfully issued India's first pilot tokenised corporate bond on September 7, raising ₹500 crore under SEBI's Regulatory Sandbox Framework, with bids worth ₹796 crore, nearly 8 times oversubscribed. The bond carries a 7…
Why a New Competitor Can Crash a Stock Before Profits Fall
POLYCAB
UltraTech's entry into the wires and cables business recently sent shares of established players like Polycab and KEI lower.
But here's what's interesting: their earnings hadn't suddenly collapsed.
The market was reacting to wha…
Jio Platforms: IPO Begins Investor Outreach This Week
RELIANCE Jio Platforms plans to begin formal investor outreach for its IPO as early as this week, targeting a launch around late October to November, likely coinciding with Navratri or Diwali. SEBI cleared the offering on August 28, and t…
FPIs Pull Out Rs 7,443 Crore in First Week of September
Foreign Portfolio Investors pulled out ₹7,443 crore from Indian equities in the first week of September, resuming selling after a brief pause. This comes directly after we covered FIIs returning as net buyers on September 1, alongside a str…
NSE: SEBI Clears IPO, Listing to Happen on BSE
SEBI has approved NSE's long-awaited IPO, expected to be the largest fundraise from India's primary market, with subscription likely opening September 15 and listing targeted around September 25. As covered in an earlier post, the shares wi…
Titan: Jewellery Stocks Rally Despite 13% Gold Price Rise
TITAN (TITAN) and other jewellery stocks surged today, with the broader jewellery sector up sharply, even as gold prices have risen 13% over the past month. Jewellery majors reported average revenue growth of 35% year-on-year in the June…
Cohance Lifesciences Receives 4 FDA Form 483 Observations
COHANCE Lifesciences received four FDA Form 483 observations following a plant inspection. This is worth reading directly alongside the Gland Pharma inspection we covered recently, that facility received zero observations from the FDA. He…
Bharat Forge Subsidiary Signs MoU With FN Herstal
BHARATFORG 's wholly owned subsidiary, Kalyani Strategic Systems, signed a Memorandum of Understanding with FN Herstal, a subsidiary of the FN Browning Group based in Belgium, in the defence sector.
We've covered a few different stages of…
Milky Mist's Profit Rose 10x. But Here's What Matters Next
MILKYMIST
Milky Mist reported a remarkable Q1 FY27. Revenue grew 45% to ₹973 crore, while standalone net profit jumped from ₹5.7 crore to ₹64.5 crore.
That's more than a 10x increase in profit.
But this is where investors need to separa…
Why NSE's IPO Could Be a Bigger Deal for BSE Than Expected
NSE's long-awaited IPO is moving closer after the Supreme Court removed a major legal obstacle related to its past regulatory cases. But there's an unusual question at the centre of the IPO: Where will NSE's own shares trade? Under the c…
ICICI Bank Buys 2% Stake to Stay Above 50% Threshold
ICICIBANK (ICICIBANK) acquired an additional 2% stake in ICICI Prudential Life Insurance for ₹1,470 crore, executed in tranches between July 22 and September 2, taking its total holding to approximately 52.8%. The shares were bought from…
Why a Growing Economy Doesn't Guarantee a Rising Market.
India's economy can grow rapidly, corporate profits can improve, and yet the stock market can still deliver disappointing returns. That sounds contradictory, but it isn't. The reason is simple: the stock market prices the future, not the…
SAIL: LIC Cuts Stake by 2 Percentage Points
!SAIL (SAIL) will remain in focus after LIC reduced its stake in the company by 2 percentage points, from 6.63% to 4.63%. LIC isn't a promoter or founder here. It's a large institutional investor, India's biggest insurer, adjusting a port…
Gland Pharma: USFDA Completes Inspection, No Observations
GLAND (Gland Pharma) announced the US FDA completed its inspection of the company's API facility in Visakhapatnam, conducted from August 24 to September 1, with no observations issued by the regulator.
Worth understanding what "no observ…
Why FII Buying Didn't Push Indian Markets Higher in August
Foreign investors bought a net ₹29,631 crore worth of Indian equities in August, their highest monthly inflow in nearly two years. Normally, you'd expect that much buying to push the market sharply higher. But here's the interesting part:…
E2E Networks Signs Rs 1,000 Crore GPU Deal
E2E (E2E Networks) entered a binding term sheet with an Indian sovereign AI company to provide NVIDIA Blackwell cloud GPUs and related services, an aggregate contract worth roughly ₹1,000 crore, excluding taxes, valid until June 2029.
A f…
HDFC Bank: What "Book Value" Actually Means for You
HDFCBANK (HDFCBANK) is a useful company to understand a concept that comes up constantly in stock analysis but rarely gets properly explained: book value, and the P/B ratio built from it.
Book value is essentially what a company would th…
Maruti Arena Sales Fall 34% Month-on-Month in August
Maruti Arena, one of MARUTI 's two retail channels, recorded 94,654 units sold in August 2026, down 34.3% compared to July. Read in isolation, a month-on-month drop this large looks alarming. It's worth understanding why auto sales specifi…
Eternal Up 12% in 2026 While Sensex Falls 8.7%
ETERNAL , the parent company of Zomato and Blinkit, has gained roughly 12% so far in calendar year 2026, while the Sensex has fallen about 8.7% over the same period, a gap of roughly 20 percentage points between one stock and the broader i…
