1. Executive Summary: The Headline Strong beat on profitability with record quarterly profit. PAT surged 45% YoY to ₹1,386 cr (highest ever), driven by robust NII growth, higher fee income, and improved asset quality. Overarching narrative: Core franchise delivered well (NII +26%, advances +22%, CASA strength), asset quality reached decade lows, and RoA improved. Results… Read More »
1. Executive Summary: The Headline Strong beat and record quarterly profit. PAT nearly tripled YoY to ₹365 cr on sharp credit-cost normalization, robust NII growth, and improved asset quality. Overarching narrative: Broad-based loan growth (+32% YoY), rising secured book mix (52%), deposit franchise expansion, and healthy margins. Results track ahead of full-year guidance on growth… Read More »
1. Executive Summary: The Headline Mixed bag with a clear operational beat masked by a one-off. Revenue delivered strong double-digit growth (26th consecutive quarter of sequential expansion), while adjusted/operating PAT rose 5% YoY. Reported PAT fell ~25% YoY due to exceptional Nagarro acquisition costs. Overarching narrative: Sustained high-growth execution continues, with solid deal momentum and… Read More »
1. Executive Summary: The Headline Clean operational beat. Revenue and EBITDA exceeded estimates with sequential margin expansion, while reported PAT rose 4.2% YoY. The sequential PAT decline was driven by lower other income (market-linked), not core operations. Overarching narrative: Solid AUM growth, healthy operating leverage, and resilient core profitability. The quarter reinforces HDFC AMC’s strong… Read More »
1. Executive Summary: The Headline Miss on profitability with muted growth. Consolidated revenue rose modestly (+1.1% QoQ / +9.1% YoY), but PAT declined ~4.5% QoQ and ~1.9% YoY. IT Services revenue was flat in constant currency. Overarching narrative: Soft demand environment persists, with a sharp sequential drop in total and large-deal bookings and cautious Q3… Read More »
1. Executive Summary: The Headline Mixed bag / essentially in-line. Revenue and same-store sales growth (SSSG) were solid-to-slightly better, while profit grew and margins compressed modestly. Overarching narrative: Accelerating store additions and improving mature-store growth delivered double-digit top-line expansion, but entry-level wage inflation and opex growth kept operating leverage limited. The stock is already near… Read More »
The monthly expiry day is one of the most volatile trading sessions in the Indian stock market. With option contracts expiring, traders witness significant price movements, making it a crucial day for strategy execution. In this article, we will analyze the probable range for Nifty, Bank Nifty, Fin Nifty, and Midcap Nifty for the Sep… Read More »
September 2026 has been an unusually brutal series for the Nifty. From the 25 August high of 24,334.55 to the 28 September close of 22,780.25, the index has lost 1,554.30 points, equivalent to roughly 6.39% in just over one expiry cycle. Historical data confirms the 24,334.55 August 25 high and the 22,780.25 September 28 close.… Read More »
Nifty experienced severe selling pressure on September 23, 2026, sliding 341 points to close at 23,063 within a 264-point daily range. The breakdown was catalyzed by regulatory headwinds, as the IRDAI’s draft paper rattled insurance heavyweights, spilling over into banking counters and dragging the broader index lower. Technically, the day’s high of 23,281 failed to… Read More »
Below are the SENSEX Monthly Expiry Options Trading Levels for 24 Sep 2026 Trading . Options are for 24Sep 2026 SENSEX Monthly Expiry. SENSEX Expiry Range Upper End of Expiry : 75203 Lower End of Expiry : 74398 SENSEX Intraday Trading Levels Buy Above 74784 Tgt 74921, 75058 and 75195 ( SENSEX Spot Levels) Sell… Read More »