#IPOCorner | Orient Cables' Rs 552 Crore IPO Opens CMD, Vipul Nagpal & CFO, Rahul Sharma To @CNBCTV18News * Debt to fall below Rs 100 crore post IPO * 11 acre land parcel available for future capacity expansion * Copper price volatility is largely passed through @blitzkreigm @Nigel__DSouza #OrientCables #IPO #Cables #OpticFiber #Infrastructure #Manufacturing #Capex #StockMarket #PrimaryMarket #IPOCorner #CNBCTV18Market Watch: piped.video/SNy7jJNNR5M

Muthoot Microfin | Borrowing Costs, Growth & Asset Quality Sadaf Sayeed, CEO, Muthoot Microfin To @CNBCTV18News - Borrowing costs down 75 bps YoY; 30% of borrowings from NCDs & ECBs - Seeing >20% growth ahead; strong traction in gold loans - Targeting Gross NPA at 2.7-2.8% & Net NPA below 1% WATCH: piped.video/WdQvy1pkqyM @blitzkreigm @hormaz_fatakia #MuthootMicrofin #Microfinance #GoldLoans #NCD #CNBCTV18Market

Transport Corp | Board To Consider Share Buyback - Potential buyback size ranges from ₹256 Cr to ₹641 Cr - Company targets 10-12% revenue growth in FY27 @blitzkreigm #TransportCorp #Buyback #StocksInFocus #FY27 #CNBCTV18Market

Here's why shares of #TransportCorporationofIndia surged up to 14% on Friday @blitzkreigm @GareemaBangad cnbctv18.com/market/transpor…

Interesting Bull vs Bear opinions! Meesho -3% today Nomura Initiates Coverage with Reduce, TP Rs 167 They Say: - It trades at a significant premium to other platforms - 23% NMV CAGR likely over FY27-30 driven by adoption - Competition from horizontal platforms and overlap with quick commerce could rise On Tuesday, Stock was up 8% on UBS Initiation UBS Target was 260 They expect 28% NMV growth over FY26-FY31e They also expect CM b/w 5-6% in the medium term Divergence of opinion makes a market :) #Meesho #FMCGisLife @CNBCTV18Live

Godrej Ind in focus Interesting large trade in GCPL yesterday Inter-Se promoter deal, combined 1% equity sold by Godrej Ind (Listed) and Godrej Seeds (unlisted) Bought by individual promoter entities - Pirojsha, Nadir, Tanya and Nisaba Godrej Godrej Ind held 23.7% stake in Co as of Jun, worth 21300 Cr today (~50% of its own market cap) Key Q: Is this just a one off? @CNBCTV18Live #FMCGisLife #StockMarket @GodrejCinthol

CUES FOR TODAY - Sharp fall yesterday; Nifty & Sensex fall ~2% - Brent holds around $106, Hormuz still shut - Wall St on course for 4th losing Week, Indian Indices on track for 7th straight weekly loss - Gift Nifty -20 Pts at open - US 10-yr yield 5.19%, highest since 2007 WALL ST OVERNIGHT Dow -0.31% S&P -0.02% Nasdaq +0.01% Asian Indices - Nikkei +1.2% - Hang Seng -1.9% - Kospi shut for Chuseok holiday Cash Market Flows: FII Selling increases - DII +4,301 Cr - FII -5,027 Cr F&O Cues - FIIs 1786 Cr in Index Futures - FII net shorts near 3.1 lakh contracts - Options data positioned for Nifty support b/w 22950-23000 and resistance above 23250 #StockMarket @CNBCTV18Live #CuesForToday

PB Fintech Now down 30% in today's trade Biggest single day fall in their trading history Co has lost ~20000 Cr in market cap in just one session Info Edge owns 6.5% stake in Co, lost 1700 Cr on their investment in a day. Their holding now is worth 3960 Cr vs 5660 Cr yesterday #Throwback to their launch campaign which was against misselling of insurance products

India’s largest stock exchange lists on Asia’s oldest stock exchange. linkedin.com/posts/blitzkrei…

Such a fun ad! Random, Cringe but super Fun!

Pidilite Says Demand holding, double-digit volume growth sustained; ground-level sentiment strong Crude oil at ~$100/barrel is the key near-term variable Q2 margins will be at lower end of guidance 20-24% due to high-cost raw material #FMCGisLife

NSE has listed on the BSE In the same month as BSE will be part of the Nifty 50 All 3 major indices have listed: BSE, NSE, MCX! Capital Market Avengers Assemble!

CUES FOR TODAY - Gift Nifty -175 Pts at open - Wall St Indices Fall as Treasury Yields hit 5.11%, highest since 2007 - Oil back above $100, quotes at $102 - Insurance Stocks in Focus on IRDAI's consultation paper - NSE Listing today, eyes 4.5 Lakh Crore Market Cap - Xi Jinping's state visit to Washington Today WALL ST OVERNIGHT Dow -0.68% S&P -0.75% Nasdaq -1.13% Asian Indices Hang Seng -0.3% Nikkei +1.3% (opens after extended holiday) India Cash Market Flows (23 Sep): - DII +2341 Cr - FII +1617 Cr F&O Cues - FIIs buy 679 Cr in Index Futures - FII Longs at 11%, Shorts at 89% - Sensex Weekly Expiry Today Technical Levels To Track Nifty - Spot: 23447 - 20 DMA: 23,658 Nifty Bank - Spot: 56549 - 100 DMA: 56556 (spot sitting right on it) Top Stocks To Track - NSE lists today; BSE designated exchange - IRDAI Proposes Major Commission Cuts Across Insurance Segments, PB Fintech and Turtlemint in Focus - HDFC Life & Max Fin: Big Commission Cuts For Insurance-distributing Banks - SBI Life & LIC: Relatively Insulated As Cos Have Already Lower Commissions - Ola Electric: Board Approves Proposed Rights Issue Of Equity Shares - Bluestone: Accel India III, 360 ONE WAM Funds Likely To Sell Up To 5.6% Eq Via Block Deals - Nephroplus: Investcorp, Edoras, Others Likely To Sell Up To 8.9% Eq Via Block Deals #StockMarket #CuesForToday @CNBCTV18Live

An important distinction that @ashwingop makes here. Using AI to make an enterprise productive is entirely different from “tokenmaxxing” Glad this is being done in India.

On paper, glue is a commodity. Pidilite first made it a brand, and now looking to make it a solution. I first interviewed them at <5000 Cr sales, now they’re at 15000 Cr, targeting 25000 Cr by FY30. Had a great chat with Sudhanshu Vats of @StuckByFevicol! @CNBCTV18Live #FMCGisLife lnkd.in/p/gz7Bfeue

Tepid Debut | Hero Motors Rallies After Flat Listing Chairman, Pankaj Munjal, To @CNBCTV18News * In the process of signing a few large contracts * Looking to increase wallet share with existing customers * Aerospace and precision engineering are emerging focus areas @blitzkreigm @Nigel__DSouza @HMCGroup_ #HeroMotors #IPO #AutoAncillary #Aerospace #PrecisionEngineering #Manufacturing #Mobility #StockMarket #OnCNBCTV18 Watch: piped.video/MDcRKdOVccQ

#LuminoIndustries | Q1FY27 Revenue Up 19%; EBITDA Up 35% At Rs 71 Cr MD, Devendra Goel To @CNBCTV18News - Current capacity is at 40,000 mt, 10,000 tonnes will be added every year - Additional revenue of Rs 200 cr will be generated from the additional capacity #Watch: piped.video/1dxM5l3M7-M @blitzkreigm @sonalbhutra #Manufacturing #CapacityExpansion #IndustrialStocks #Q1FY27 #RevenueGrowth #Margins #CNBCTV18Market

Elevate Campus Issue opens today Co is in the business of Infra and services for the education sector Will use 1100 Cr from IPO proceeds to buy assets from promoter group to simplify structure Will pare debt worth 750 Cr, save on 60-65 Cr Interest piped.video/A_FGuE4tyis

CUES FOR TODAY - Gift Nifty suggests 40 Pt downtick at open - Nifty recovered from lows before ending 85 Pts lower on Tuesday weekly expiry - Brent below $99, 6th straight session lower - US-Iran talks + Saudi pipeline restart easing crude - US flash PMI tonight, Trump-Xi meeting on the radar - Nasdaq posts another record close; Asia mixed WALL ST OVERNIGHT - Dow -0.36% - S&P flat - Nasdaq +0.45% (record close) Key Stocks that moved? - Viking Therapeutics +35.7% on VK2735 obesity data - Shopify +7.1% on Shop Pay tie-up with Meta's Muse AI agent - Lennar +6.4% as Berkshire buys 10% stake - Micron +5.0% on AI memory demand Key Events in the US - Today: Sept flash S&P Global PMI, General Mills earnings - Thu: Trump-Xi summit in Washington, Costco Earnings - Fri: Durable goods, final UMich sentiment Asian Indices - Kospi +0.22% - Hang Seng -0.76% India: Cash Market Flows - DII +4,120 Cr - FII -3,810 Cr F&O Cues - FIIs sell 1903 Cr in Index Futures - FII Net shorts cross 3 lakh contracts - FIIs 10% Long, 90% Short Nifty Bank - Spot: 56216 - 100 DMA: 56539, Imp to cross #StockMarket #CuesForToday @CNBCTV18Live

JPMorgan India Conference | Spotlight On Consumer Staples Head Of India Consumer Research, Latika Chopra To @CNBCTV18News - Expect focus to gradually shift from revenue growth to margins - Price hikes could put a lid on volume growth - Incumbents in quick commerce space are well placed to continue on the growth trajectory WATCH : piped.video/4dL3XYPX0-k @blitzkreigm #CNBCTV18Market #Consumption #Paints #Jewellery