Vodafone Idea Concall Takeaways Mgmt outlined a three-year V 2.0 plan targeting Sustained subscriber additions Double-Digit revenue growth 3 times EBITDA. Plans Rs 45,000 cr capex over the next 3 years, taking total investments to Rs 60,000+ crore over ~4–4.5 years.

Sashidhar Jagdishan to not seek reappointment as MD & CEO of HDFC Bank. Current term ends on Oct 26,2026 #HDFCBANK

Confused about what to gift your sister this Raksha Bandhan? 🎁 Ditch the conventional gifts and gift her something that could grow with her - a stock! 📈 Wondering which one? Don’t worry, ET NOW’s analysts have got you covered. Here are some stocks and their potential upside that could make for a smarter Rakhi gift. Disclaimer: This is not investment advice. Please do your own research before investing. #RakshaBandhan #Rakhi #StockMarketIndia #Stocks #Investing #InvestmentIdeas #StockMarket #PersonalFinance #ETNOW @Avi_1105 @Meryldsouza_ @hershsayta @SnehiShah11 @SunidhiExplains @vrathik

BLOCK DEAL IN #LENSKART Sources Say Alphawave Likely To Sell 1.2% Of Stake In the Co Alphawave holds 4.64% stake in the Co Offer Size is Rs 1,313 Cr Floor Price Is Set At ₹630/Sh, May Offer Disc Of Up To 1.7% Το CMP Seller Subject To 45 Day Lock-up For Further Sale

Banks : My take on why Large Cap Banks are underperforming..

शुगर शेयरों में आज जोरदार तेजी क्यों? शुगर स्टॉक्स को कहां से सपोर्ट? @vrathik से जानिए क्या हैं तेजी के ट्रिगर्स? #SugarStocks #StocksInFocus #StocksToWatch #StockMarket #ETNSMarket

Some positive news for ZAGGLE investors Bulk Deal #ZagglePrepaid Investor Vijay Kedia firm Kedia Securities Private Limited Bought 20,00,000 Shares @ 164.72 Rs.

LIC - a little bit overdone in terms of valuation? Govt to sell 12k cr stake Option to sell 31k cr stake Base price at ~11% discount to CMP Market Cap: 5.42lk cr OFS Floor price Discount to current market price: 10.75% Market Cap at floor: 4.84lk cr EV at the end of FY26: 7.89lk cr Price to EV: 0.61x Price to EV at CMP: 0.69x

Bandhan Bank Earnings Call ROA guidance cut to 1.2%-1.4% for FY27-end (vs earlier 1.6%-1.8%) amid external headwinds. NIM outlook turns cautious; management expects margins to remain around current levels as funding costs continue to rise. #bandhanbank #BFSI

IT performance Outperformer Tech Mahindra (best CC growth, topline growth, PAT growth, margin expansion) Steady Performer HCL Tech and LTIMindtree Mix TCS (weak growth and margin pressure) Underperformer Wipro (-ve CC growth, margin decline, PAT decline, weak guidance)

#Watch | आज आएंगे #HDFCLife के नतीजे, कैसे रह सकते हैं आंकड़े, क्या है अनुमान? #ETNSMarket #MarketWithSwadesh #Q1WithSwadesh #ResultsWithSwadesh @vrathik

Tata Elxsi (-ve) Revenue – Inline EBIT, EBIT Margin and PAT = All Big Miss LTTS (+ve) Revenue grew 1.5% QoQ in CC terms. Sustainability/Mobility grew 4.3%/2.3% QoQ, Tech down 3.1% QoQ. Mgmt expects growth to improve Anand Rathi stock brokers (-ve) Strong YoY, Weak QoQ

V2 Retail reported a SSSG of 7.5% in the Q1 update. V2 now has a lot more stores that enter the SSSG calculation than what it did in the past. Let me try to explain. The newer stores entering the SSSG calculation (just crossing 1 year) will drag down the SSSG of the older mature stores of 2+ years. It is because the newer stores will have a lower monthly sales per square foot (Rs 750) compared to the older stores (Rs 1200) and there is a huge influx of newer stores entering the SSSG calculation. It takes around 3-4 years for these newer stores entering the SSSG calculation to ramp up and reach PSF of around Rs 1200. Thus the 7.5% SSSG number is fantastic. I feel they will do between 8-10% for the full year. Opened 57 stores in Q1 and well on their way to opening 200+ stores in FY27 and taking the overall count to 525 after FY27. Class business model.

REC–PFC MERGER ARBITRAGE • REC CMP: ₹365 • PFC CMP: ₹433 • Swap Ratio: 100 REC shares = 88 PFC shares Implied Value of REC = 0.88 × ₹433 = ₹381/share Current REC Price: ₹365 Implied Discount ₹381 − ₹365 = ₹16/share = ~4.4% merger arbitrage discount WHAT IT MEANS - If you wish to participate in merger entity, buy REC shares - 4.4% gain if you buy REC shares over PFC at current market price PFC on a consol basis trades at 0.8x book at CMP

BANKS: This is the challenge for Pvt Banks .. almost 15% mkt share lost .. in Home Loans .. and 11% mkt share loss in Auto Loans .. mostly to PSU’s .. who r giving out Home loans at 7.10-7.25 % and Auto Loans at 7.75% !!

Cred valued at ~$4.5bn Big play on India by Meta ~12x FY26 sales (assuming 25% growth) Research by @vrathik India fintech in focus as a result? Paytm: 8.5x sales OneMobikwik: 1.5x sales Even PB Fintech

#UJJIVANSFB RBI Rejects Bank’s Universal Banking Licence Application RBI Asks Bank To Reapply After Diversifying Loan Book RBI Notes Efforts On Loan Book Diversification Scope Remains For Further Progress Returns Application, Advise Reapply After Better Diversification

Geopolitical events are boon for investors @icicisecurities view Geopolitical shocks create short-term market corrections but long-term investment opportunities. Sensex delivered ~28% in 3m after such events. 6m-return historically ~38% after corrections.

One MobiKwik Systems gains over 10% Arm gets BSE nod to commence its stock broking business. Approval follows the grant of stock broking registration by the SEBI in July 2025. Arm authorised to carry out broking operations on the BSE.

Textiles stocks under pressure What Has Happened? Govt reduced RoDTEP rates by 50% across all product categories RoDTEP: Remission of Duties and Taxes on Exported Products RoDTEP: A government scheme that refunds embedded taxes and duties paid on exported goods

Syrma SGS Strong Q4 growth expected. FY26 revenue target: ₹4,800–5,000 cr. Exports key to profit-led growth. FY26 export revenue to cross ₹1,000 cr. Exports to grow 20–25% annually. US entry & EU trade deals to drive export growth & margins. piped.video/A6oi44SN8qc?si=UjnL…