VRIGHT Exchange – Daily Digest | Corporate & Economy Analysis for Oct 9, 2025

Macro & Market Overview

• Global cues are mostly favorable today, driving expectations of a green opening for Indian equities. GIFT-Nifty futures point to a positive start.

• The rupee might get mild support from a softer U.S. dollar, but interventions by the RBI remain a strong anchor.

• India has resumed paying for Russian oil in yuan to navigate dollar constraints. This move could reflect structural shifts in global energy finance.

• Domestically, earnings, IPO activity, and festive demand will be key short-term drivers. Analysts expect near-term volatility around these themes.

• In the previous session, both Sensex and Nifty snapped their winning streaks: Nifty down ~0.25%, Sensex down ~0.19%.

Global & Domestic Indicators

• SGX Nifty: +15 pts at 25,127 (Previous Nifty Futures close: 25,112)
• US Markets:
o Dow Jones: -1.20 pts
o Nasdaq: +255.01 pts
o S&P 500: +39.13 pts
• Global Indices:
o Bovespa: +788 pts
o FTSE 100: +65 pts
o DAX: +211 pts
o CAC 40: +85 pts
o Nikkei: +630 pts (current)
• Commodities:
o Crude (WTI): $61.88/bbl (-0.67)
o Brent: $65.65/bbl (-0.65)
o Gold: $4,039.10 (-31.40)
o Silver: $48.245 (-0.45)
• Currencies:
o EUR/USD: 1.1636
o USD/JPY: 152.55
o USD/INR: 88.757

Quarterly Business & Earnings Update

Prestige Estates Projects – Q2 (YoY)
• Collections: Up 54% to ₹4,212.8 crore
• Sales: Surge 50% to ₹6,017.3 crore
• Sales Volume: Rises 47% to 4.42 million sq. ft.
• Average Realisation (Apartments): Up 8% to ₹14,906 per sq. ft.
• Average Realisation (Plots): Jumps 43% to ₹9,510 per sq. ft.

Senco Gold – Q2 & H1 (YoY)
• H1 Revenue: Grows 17.8%; retail business up 16% with same-store sales growth (SSSG) of 7.5%
• Q2 Revenue: Up 6.5% year-on-year
• Network Expansion: Added 5 new showrooms in Q2, taking the total count to 184
• Planned Additions: Aims to open 7–8 new showrooms in Q3–Q4 to achieve its FY26 target of 20 new stores
• FY26 Outlook: Confident of delivering 18–20% topline growth

Container Corporation of India – Q2 (YoY)
• Total Throughput: Up 10.5% to 14.40 lakh TEUs (vs 13.03 lakh TEUs)
• EXIM Throughput: Increases 8.7% to 10.93 lakh TEUs (vs 10.05 lakh TEUs)
• Domestic Throughput: Soars 16.7% to 3.47 lakh TEUs (vs 2.97 lakh TEUs)

Saatvik Green Energy – Q1 (Consolidated YoY)
• Profit: Jumps 459.3% to ₹118.8 crore (vs ₹21.2 crore)
• Revenue: Rises 272.3% to ₹915.7 crore (vs ₹246 crore)

Corporate Actions (Ex-Date: 9 Oct 2025)
• Chandrima Mercantiles Ltd – Bonus Issue: 1:2
F&O Ban List – 9 Oct 2025
• RBL Bank

Investor Insights
1. Earnings season is pivotal — stocks that deliver guidance clarity and margin visibility may outperform.
2. Focus on balance sheet strength — chosen names with low leverage and sustainable margins will be better placed under volatility.
3. Sector rotation may accelerate — from cyclical names into defensive, stable segments if global headwinds intensify.
4. Keep an eye on forex & commodity risks — sudden moves could pressure margins, especially for import-dependent sectors.
5. Policy / regulatory surprises (tariff, subsidy, clean energy, telecom) can shift flows; stay alert to news flows mid-day.