Mahesh M. Ojha
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  • Macro & Market Overview

    • Mixed Global Cues & IPO Buzz: Indian markets opened with mixed tone. The LG Electronics India IPO saw strong subscription interest, reflecting appetite for marquee listings.

    • FII Return & Cautious Optimism: Foreign institutional investors have resumed buying over the past few sessions, helping benchmarks regain foo…[Read more]

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  • VRIGHT Exchange – IPO Pulse posted an update in the group VRIGHT Exchange-IPO Tracker

    3 weeks, 4 days ago

    Investor Update: LG Electronics India IPO — A Record-Breaking ₹11,607 Crore Listing

    Overview

    LG Electronics India Ltd’s ₹11,607 crore initial public offering (IPO) has made history as one of India’s largest and most heavily subscribed equity issues to date. The appliance and consumer electronics major attracted an astonishing ₹4.4 trillion (U…[Read more]

  • VRIGHT Exchange – IPO Pulse posted an update in the group VRIGHT Exchange-IPO Tracker

    3 weeks, 4 days ago

    LISTING UPDATE

    WEWORK
    IPO PRICE: 648
    LOT SIZE – RETAIL: 23
    LOT SIZE – HNI: 322
    LOT SIZE – HNI: 1564

    LISTING PRICE: 650(+2₹,+0.31%)
    LISTING GAIN – RETAIL: 46/-
    LISTING GAIN – HNI: 644/-
    LISTING GAIN – HNI: 3128/-

  • IPO Brokers and Analysts meet | Midwest Limited

    Date -Friday, 10th October 2025, 04:00 PM.

    Venue: St Regis (Imperial Room), Lower Parel, Mumbai

    Company Spokesperson:
    Mr. Ramachandra Kollareddy, Promoter & CEO
    Ms. Uma Kollareddy, Promoter &w Director

    BLRMS
    DAM Capital Advisors
    Intensive Fiscal Services
    Motilal Investment Advisors

  • VRIGHT Exchange | Research & Strategy Desk posted an update in the group Economy & Industry Triggers

    3 weeks, 5 days ago

    Fund Flow Activity – NSE & BSE | 8th October 2025

    Market Turnover (₹ Crore)

    Cash Segment: NSE ₹89,602.56 + BSE ₹7,644.04 → Total ₹97,246.6 Cr

    F&O Segment: NSE ₹1,44,038.37 + BSE ₹25,36,615.62 → Total ₹2,55,07,653.99 Cr

    Provisional Cash Flow (₹ Crore)

    FII / FPI: Net Buy +81.28 (₹10,286.98 – ₹10,205.70)

    DII: Net Buy +329.96 (₹11,733.48 – ₹11,4…[Read more]

  • VRIGHT Exchange | Research & Strategy Desk posted an update in the group Economy & Industry Triggers

    3 weeks, 5 days ago

    Swadeshi 2.0

    The Government of India is accelerating self-reliance across critical sectors, creating massive import substitution opportunities for domestic companies.

    Key Sectoral Import Dependence:

    Minerals & Ores: >40% imported

    Organic Chemicals: >50% imported

    Fertilizers (DAP & MOP): >60% imported

    Medical Devices: >80% imported

    Crude…[Read more]

  • VRIGHT Exchange | Research & Strategy Desk posted an update in the group Research and Investment Spot

    3 weeks, 5 days ago

    PEG < 1 – Actively Bought by FIIs

    These stocks offer potential value opportunities, with a Price/Earnings-to-Growth (PEG) ratio below 1, indicating undervaluation relative to earnings growth, while foreign institutional investors (FIIs) are accumulating:

    Sigachi Industries

    Karnataka Bank

    PNB Housing Finance

    Aptus Value Housing F…[Read more]

  • VRIGHT Exchange | Research & Strategy Desk posted an update in the group Research and Investment Spot

    3 weeks, 5 days ago

    Promising SMEs Poised for Strong FY26 Growth

    (Select companies with market cap above ₹1,000 crore)

    India’s SME ecosystem continues to demonstrate strong earnings visibility and expansion momentum, led by companies capitalizing on structural themes such as clean energy, defence, cooling, and electronics manufacturing. Supported by policy inc…[Read more]

  • VRIGHT Exchange | Research & Strategy Desk posted an update in the group VRIGHT Exchange | Market Movers

    3 weeks, 5 days ago

    Stocks in Radar – 9 Oct 2025

    Positive Developments

    HFCL – Secures export orders worth ₹303.35 crore for optical fiber cables via its overseas subsidiary.

    Garuda Construction – Bags civil work order worth ₹144 crore for a redevelopment project in Mumbai.

    Asahi India Glass – CRISIL upgrades rating on the company’s bank facilities.…[Read more]

  • VRIGHT Exchange | Research & Strategy Desk posted an update in the group VRIGHT Exchange | Market Movers

    3 weeks, 5 days ago

    Stocks in Focus – 9 October 2025

    • Adani Power: Seeks consent for approval of an additional ₹2,000 crore for an already approved material related-party transaction.

    • Oswal Agro Mills: Announces resignation of Narinder Kumar as CEO and Whole-Time Director.

    • Paradeep Phosphates: Board approves the NCLT-sanctioned merger scheme between Mangalore…[Read more]

  • VRIGHT Exchange | Research & Strategy Desk posted an update in the group VRIGHT Exchange | Market Movers

    3 weeks, 5 days ago

    Stocks to Watch

    IRB InvIT Fund
    The infrastructure investment trust launched its Qualified Institutions Placement (QIP) on October 8 with a floor price of ₹62.69 per unit. According to market sources, the QIP size is expected to be around ₹3,000 crore, with an additional upsize option of ₹250 crore.

    GR Infraprojects
    The company has received a Let…[Read more]

  • VRIGHT Exchange – IPO Pulse posted an update in the group VRIGHT Exchange-IPO Tracker

    3 weeks, 5 days ago

    LISTING UPDATE

    GREENLEAF – SME
    IPO PRICE: 136
    LOT SIZE – INDIVIDUAL: 2000
    LOT SIZE – HNI: 3000

    LISTING PRICE: 134.90(-1.10₹,-0.81%)
    LISTING LOSS – INDIVIDUAL: 2200/-
    LISTING LOSS – HNI: 3300/-

    DSM FRESH FOODS- SME
    IPO PRICE: 100
    LOT SIZE – INDIVIDUAL: 2400
    LOT SIZE – HNI: 3600

    LISTING PRICE: 120(+20₹,+20%)
    LISTING GAIN – INDIVIDUAL: 48,…[Read more]

  • Earnings Calls | 9 Oct 2025

    4:00 PM- Madhya Bharat Agro
    7:00 PM TCS
    8:00 PM Tata Elxsi

  • Board Meetings Scheduled – 9 Oct 2025
    Company Agenda
    5PAISA – Rights Issue of Equity Shares; General Matters
    AFIL- General Matters
    ALSTONE- General Matters
    ASHIS- Quarterly & Audited Results
    ASTALLTD- Preferential Issue; Increase in Authorised Capital; General
    COVIDH- Rights Issue; General Matters
    EIMCOELECO- Quarterly Results; G…[Read more]

  • 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 r…[Read more]

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  • VRIGHT Exchange | Research & Strategy Desk posted an update in the group Research and Investment Spot

    3 weeks, 6 days ago

    Fund Houses’ Recommendations

    🔹 Positive / Bullish Views

    UBS on Canara Bank: Buy — Target Price: ₹150/share

    UBS on IGL: Buy — Target Price: ₹250/share

    Investec on Petronet LNG: Buy — Target Price: ₹400/share

    Jefferies on Lodha Developers: Buy — Target Price: ₹1,625/share

    Nomura on Lodha Developers: Buy — Target Price: ₹1,450/share

    Morga…[Read more]

  • VRIGHT Exchange | Research & Strategy Desk posted an update in the group VRIGHT Exchange | Market Movers

    3 weeks, 6 days ago

    Stocks in News — October 8, 2025

    Positive Developments

    Saatvik Green: Received an order worth ₹488 crore for the supply of solar PV modules from leading independent power producers.

    Dishman Carbogen Amcis (DCAL): Signed an agreement with Celonic Group to deliver a fully integrated antibody-drug conjugate (ADC) development platform.

    Salzer Ele…[Read more]

  • UPDATES’

    ORDER WINS

    Sarveshwar Foods Ltd: Secures a major export order worth ₹266 million from Delaware, USA–based Agri Services & Trade LLC. Total export orders now stand at ₹1,226 million over the past two months.

    AIA Engineering Ltd: Subsidiary Vega Industries Chile SpA wins a $32.9 million (~₹291 crore) order from a Chilean copper mine fo…[Read more]

  • Macro & Market Context

    Macro & External Developments

    • The rupee is under pressure, nearing record lows (~₹88.78–88.82 per USD), prompting RBI intervention in spot and swap markets to defend currency stability.

    • The RBI is launching a deposit tokenisation pilot today (Oct 8), marking a notable push into fintech and digital banking infrast…[Read more]

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