Groups – Timeline – Parth Gutka

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 – Capital Connect posted an update in the group VRight Exchange Capital Connect | Analyst & Investor Events
3 weeks, 5 days ago

Earnings Calls | 9 Oct 2025

4:00 PM- Madhya Bharat Agro
7:00 PM TCS
8:00 PM Tata Elxsi
VRIGHT Exchange – Capital Connect posted an update in the group VRight Exchange Capital Connect | Analyst & Investor Events
3 weeks, 5 days ago

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 posted an update in the group VRIGHT Exchange | Daily Digest: Corporate & Economy
3 weeks, 5 days ago

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]
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]
VRIGHT Exchange | Research & Strategy Desk posted an update in the group VRIGHT Exchange | Daily Digest: Corporate & Economy
3 weeks, 6 days ago

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]
VRIGHT Exchange – Daily Digest posted an update in the group VRIGHT Exchange | Daily Digest: Corporate & Economy
3 weeks, 6 days ago

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]
AARYANA MATASCO joined the group VRIGHT Exchange | Market Movers
4 weeks ago

VRIGHT Exchange | Market Movers
Public GroupMembers 66
AARYANA MATASCO joined the group Research and Investment Spot
4 weeks ago

Research and Investment Spot
Public GroupMembers 51
AARYANA MATASCO joined the group Financial Services Group
4 weeks ago

Financial Services Group
Public GroupMembers 20
VRIGHT Exchange – Daily Digest posted an update in the group VRIGHT Exchange | Daily Digest: Corporate & Economy
4 weeks ago

Macro & Market Snapshot -7th Oct 2025

Global / External Developments

• Mixed global cues ahead of U.S. data and central bank insights are likely weighing slightly on market opens. Indian markets may open with softness.

• India’s trade strategy came under scrutiny: a government think-tank cautioned that without stronger engagement with China…[Read more]
VRIGHT Exchange | Research & Strategy Desk posted an update in the group Financial Services Group
4 weeks, 1 day ago

Quarterly Business Update

HDFC Bank Q2 (YoY)

Gross advances soar 9.9% to Rs 27.69 lakh crore Vs Rs 25.19 lakh crore
Average deposits grow 15.1% to Rs 27.1 lakh crore Vs Rs 23.54 lakh crore

Average CASA deposits increase 8.5% to Rs 8.7 lakh crore Vs 8.08 lakh crore
Average AUM jumps 9% to Rs 27.94 lakh crore Vs Rs 25.63 lakh crore

IndusInd Bank…[Read more]
VRIGHT Exchange | Research & Strategy Desk posted an update in the group Financial Services Group
4 weeks, 1 day ago

MERGER OF 12 PSU BANKS INTO 3 MEGA BANKS (2025)

GROUP 1: SBI-LED MEGA BANK (NATIONWIDE DOMINANCE)

– STATE BANK OF INDIA (SBI)
– PUNJAB NATIONAL BANK (PNB)
– BANK OF BARODA (BOB)
– BANK OF INDIA (BOI)

*WHY*: COMBINES SBI’S SCALE (22,000 BRANCHES, ₹7 LAKH CR MARKET CAP) WITH STRONG NORTHERN/CENTRAL BANKS FOR 35,000 BRANCHES, ₹10 LAKH CR+ MARKE…[Read more]
VRIGHT Exchange | Research & Strategy Desk posted an update in the group Financial Services Group
4 weeks, 1 day ago

Bank of Baroda 2QFY26 business figures

Business update

Total Business (Global) have grown 5.2% QoQ and 10.5% YoY to Rs. 27,791 bn

Loan book aspects

Gross Advances (Global) have grown 6.0% QoQ and 11.9% YoY to Rs. 12,791 bn

Gross Advances (Domestic) have grown 5.6% QoQ and 11.5% YoY to Rs. 10,467 bn

Retail Advances (Domestic) have grown 4.5%…[Read more]

Parth Gutka

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