Top 10 Global Defence Companies & PE Ratios (as of September 30, 2025)

Lockheed Martin (US) – P/E: 27.23

Northrop Grumman (US) – P/E: 21.23

Raytheon Technologies (RTX, US) – P/E: 35.35

General Dynamics (US) – P/E: 21.45

Boeing Defence (US) – P/E: N/A (loss-making)

BAE Systems (UK) – P/E: 31.37

Thales (France) – P/E: 50.88

Safran…[Read more]

Corporate Updates
• IRFC: Signed two major loan agreements worth ₹16,489 cr to finance supercritical thermal power projects in Haryana & Maharashtra.
• BEL: Additional defence orders worth ₹1,092 cr covering EW upgrades, TR modules, EVMs, and spares.
• Man Industries: SEBI barred company & top executives from markets for 2 years over alleged f…[Read more]

Why EMS Stocks Are Down in Trade?
The Trump administration is reportedly considering tariffs on foreign electronic devices, with duties calculated based on the number of chips per product. The move aims to push companies to relocate manufacturing to the U.S., with enforcement by the Commerce Department.

Impact on EMS Players with U.S.…[Read more]

VRIGHT Exchange — Daily Market Update

Date: 30 September 2025

Market snapshot & macro cues

Indian benchmarks opened with modest gains after a seven-session losing run; financials and metals led early strength as markets parsed RBI-related commentary and global weakness.

ADB trimmed near-term regional growth; India still seen as one of the f…[Read more]

VRIGHT Exchange – Daily Market Update

Date: 29 September 2025

Market Overview

• Indices: Nifty opened flat at 24,850, consolidating as investors weigh global trade and tariff cues.

• Sentiment: Mixed, with selective buying in IT and energy; profit-booking seen in FMCG and auto.

• Macro Pulse: Rupee steady at 88.74/USD; bond yields hovered…[Read more]

VRIGHT Exchange – Weekly Review & Preview

Period: 22–27 September 2025

Market Overview

Nifty: Consolidated near 24,900, with mixed sectoral performance.

F&O: Put-Call ratio fell to 0.68, indicating mild bearish sentiment.

Global Cues: Weakness in US indices (Dow -173.96, Nasdaq -113.51) pressured domestic futures; crude marginally up at $65…[Read more]

Market Update — 26 September 2025

Market snapshot

• Benchmarks: Indian indices extended weakness — Sensex slipped ~555 pts and Nifty closed ~24,890.

• Driver: Persistent FPI selling and U.S. policy headlines (H-1B visa fee hikes + tariff moves) weighed on sentiment.

• FX: Rupee remained under pressure around the high-88s to the dollar on…[Read more]

Market Update — 26 September 2025

Market snapshot

• Benchmarks: Indian indices extended weakness — Sensex slipped ~555 pts and Nifty closed ~24,890.

• Driver: Persistent FPI selling and U.S. policy headlines (H-1B visa fee hikes + tariff moves) weighed on sentiment.

• FX: Rupee remained under pressure around the high-88s to the dollar on…[Read more]

Market Updates

Macro & Commodities

Copper surged 4% overnight, hitting a multi-month high.

YTD 2025: +21% (vs. 2024: +7%, 2023: +2%).

Supply disruption at Freeport’s Grasberg mine driving price strength.

Investor Insight: Positive for Hind Copper, Vedanta; may lift margins in cables, wires, and capital goods companies.

Crude oil (Brent) c…[Read more]

Market Update — 25 September 2025

Market snapshot
• Intraday moves: Benchmarks traded lower for a fifth straight session; Nifty around 25,040 / Sensex ~81,630 as markets coped with persistent foreign outflows and U.S. visa/tariff noise.

• Flows: FPIs remain net sellers in September, continuing monthly outflows that have been a key drag on senti…[Read more]

Daily Market Update – 24 September 2025

Corporate Actions & Key Announcements

Sudarshan Chemical Industries: Q1 profit jumps 87% YoY to ₹55 cr; revenue up 296% to ₹2,507 cr.

Lemon Tree Hotels: Opens 44-room property in Andhra Pradesh; signs new hotels in Varanasi & Rewa.

Swiggy: Transfers quick commerce to Instamart; divests Rapido stake worth…[Read more]

VRIGHT Exchange – Daily Digest | Corporate & Economy Analysis for September 24, 2025

Market Overview
• Indices: Indian equities extended their losses, with the Sensex dropping over 400 points and the Nifty falling below 25,100, marking a four-day losing streak.

• Sector Performance:
o IT: Tech Mahindra and Tata Motors were among the top Nifty…[Read more]

Corporate Updates

• Godrej Industries – Approved allotment of NCDs worth ₹400 crore each under Series 1 and Series 2.

• KEC International – Secured orders worth ₹3,243 crore in international T&D business; YTD order intake now ~₹11,700 crore.

• KFin Technologies – Denied media reports of General Atlantic planning to offload 10–15% stake at 5…[Read more]

VRIGHT Exchange – Daily Digest | Corporate & Economy Analysis for September 23, 2025

Market Snapshot — 23 September 2025

Markets traded muted on 22 Sept 2025 amid profit-taking and sector rotation — infra, renewables and maritime saw selective strength on project/MoU news, while IT faced pressure amid policy and margin headlines; regul…[Read more]

Corporate Updates

• Senores Pharma – Infused $2 mn in its U.S. arm via rights issue.

• Unichem Labs – Faces fresh EC demand of €16.7 mn (total €19.5 mn).

• Allied Blenders – Debuts portfolio in Bengaluru duty-free travel retail.

• Sai Life Sciences – Opened new veterinary API facility in Bidar.

• Biocon Biologics – Yesafili (Eylea biosimi…[Read more]

VRIGHT Exchange – Daily Digest | Corporate & Economy Analysis for September 19, 2025

Market Overview & Sentiment

• After a three-day rally, Nifty 50 pared gains to close at ~25,423, while Sensex settled ~83,014, each rising ~0.37–0.39%, led by strong moves in IT and pharma stocks following the U.S. Fed’s rate cut and optimism around India–U…[Read more]

VRIGHT Exchange – Daily Digest | Corporate & Economy Analysis for September 18, 2025

Market Overview & Sentiment

• The market opened strong, with Nifty 50 rising ~0.44% to 25,441, and Sensex up ~0.50% to 83,108, led by 1% gains in IT stocks after the U.S. Federal Reserve cut rates by 25 bps

• All 16 sectors advanced, mid- and small-cap indic…[Read more]