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]

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]

Big Move from RBI: NBFCs Get Global Wings!

The Reserve Bank of India has unlocked a game-changing reform — NBFCs can now borrow unlimited dollars from global markets.

What’s Changed?

No cap on foreign borrowings

No end-use restrictions

Fully market-determined interest rates

In short: NBFCs just got the freedom to raise funds globally — w…[Read more]

Global Stock Markets Q3 2025 — Winners & Laggards

The first nine months of 2025 have delivered some striking shifts in global equity performance — with Europe stealing the spotlight.

Top Performers
Central and Eastern Europe are leading the global rally, with multiple markets gaining over 50% YTD.

Czech Republic: +55.4%

Greece: +53.4%

Pol…[Read more]

Stocks to Watch — October 6, 2025

Banking & Financials

HDFC Bank: Gross advances rose 4.4% QoQ and 9.9% YoY to ₹27.69 lakh crore in Q2FY26. Average deposits stood at ₹27.1 lakh crore, up 15.1% YoY and 2% QoQ.

Kotak Mahindra Bank: Net advances grew 15.8% YoY and 4% QoQ to ₹4.62 lakh crore. Average quarterly advances were ₹4.47 lakh crore, up…[Read more]

Daily Corporate & Economy Report — 6 October 2025

Key Corporate Developments

Bondada Engineering: Received sanction from Bank of Baroda for enhanced credit facilities to support project execution. The company reported an order book of ₹5,044 crore (as of April 1, 2025) and expects new orders worth ₹6,250–7,000 crore, targeting a closing order b…[Read more]

Daily Market Update — 6 October 2025

Macro & Market Overview

RBI Policy: The central bank maintained the repo rate at 5.5%, signaling continued vigilance on inflation but confidence in India’s growth trajectory.

Rupee & Currency Flows: The rupee remained under mild pressure due to global tariff tensions, though RBI intervention in offshore mar…[Read more]

Preview: 6–11 Oct 2025

What Will Drive Markets

Q2 Earnings Kickoff

o TCS is expected to report Oct 9 — this will set the tone for IT and export names.

o Banks, NBFCs, and consumer staples will follow — guidance, margins, and credit trends will be scrutinized.

IPO Debut / Subscription Trends

o Tata Capital’s IPO is expected to dominat…[Read more]

Weekly Review: 29 Sept – 4 Oct 2025

Market Snapshot & Trend

• After several volatile sessions in late September, the equity markets staged a modest rebound. The Sensex rose ~224 points (≈ 0.28%) on Oct 3, while the Nifty gained ~58 points (≈ 0.23%) to close around 24,894.

• Over the week, indices were up ~0.97% (both Sensex & Nifty) on a holi…[Read more]

Nikkei 225 — The Breakout Story

Why the Rally?

Corporate Reforms: Stronger governance, higher shareholder returns, and record buybacks.

Ultra-Loose BOJ Policy: Negative rates and aggressive QE kept liquidity abundant.

Yen Weakness: A boon for exporters, driving earnings growth.

Valuation Reset: Japan Inc. re-rated from “cheap” to “attr…[Read more]

Stocks in News – Key Corporate Updates (3rd Oct 2025)

Positive Developments

Swelect Energy: Commissioned additional 2 MW solar plant in Tamil Nadu.

GNG Electronics: Signed facility lease pact with Ajman Free Zones Authority.

Goodluck India: Obtained industrial licence to produce empty shells; trial production to begin in Q3.

Bansal Wire: Q…[Read more]

Corporate Update -3rd Oct 2025

• Lemon Tree Hotels: Opened a 111-room property in Andhra Pradesh; signed pact for a 52-room hotel in Haridwar; launched a 67-room hotel in Navi Mumbai; rebranded Delhi property.

• Adani Green Energy: Commissioned 50 MW solar + 31.2 MW wind projects at Khavda, Gujarat, raising total operational renewable cap…[Read more]

VRIGHT Exchange – Daily Digest | Corporate & Economy Analysis for Oct 3, 2025

Macro & Market Sentiment
• Markets opened positive tracking global cues but faced volatility ahead of a heavy IPO pipeline next week (~₹27,000 crore).
• RBI’s reform push continues to drive optimism, especially in financials and manufacturing-linked names.
•…[Read more]