Brokerages

Jefferies' industry discussions indicate up to 5 per cent volume impact, and estimate a 5 per cent decline in ADTO/orders for BSE/GROWW could result in 4 per cent earnings impact

Stance stems from weak nominal GDP momentum, stretched valuations, lack of clear AI beneficiaries

Sebi has also proposed standardising income slabs and allowing KRAs to tag independently verified supplementary information, improving the reliability and usability of KYC records

Telecom revenues seen rising up to 2.6% in Q3FY26, led by Jio and Airtel, while Vodafone Idea lags amid subscriber losses and modest ARPU gains

The brokerage firm has set a price target of ₹180, implying an upside of about 12 per cent from current levels. Shares of Groww are already up 61 per cent over their IPO price

ICICI Prudential AMC will list on exchanges on Friday, Dec 19. The initial public offering was subscribed 39.17 times on the final day. Qualified institutional investors led the subscription in the IP

Kkunal V Parar of Choice Broking expects Angel One to test ₹3,075 levels on the upside, if the stock manages to sustain above the 50-DMA on the daily chart.

Mobile and EMS segments fuel Dixon's growth; brokerages expect further gains from backward integration and component manufacturing expansion

Despite global headwinds and subdued returns in Samvat 2081, analysts expect the coming year to offer selective opportunities across banking, consumption, infrastructure, and technology themes.

Demat account additions dropped 40% in the first nine months of 2025 as volatility, weak returns, and fewer IPOs dampened retail investor participation

The company's Founder and CEO Nithin Kamath also said that Zerodha's revenues and profits took a hit last year due to regulatory actions

Volume and revenue dips mar Q1, but rural traction and export gains keep automaker from sliding off course

Brokerages are hopeful that the final tariff may land lower - 15-20% - as both nations continue to negotiate a solution

Brokerages however expect a further slide in revenue growth due weak demand in key sectors such as Banks, IT Services, FMCG, Automobile, Oil & Gas and mining & metals

Zerodha founder and CEO Nithin Kamath has cautioned that retail trading activity could be impacted if proprietary trading firms like Jane Street, which contribute nearly 50 per cent of options trading volumes, scale back their participation in the market. This development could have negative implications for both exchanges and brokers, he added. "Prop trading firms like Jane Street account for nearly 50% of options trading volumes. If they pull back which seems likely retail activity (~35%) could take a hit too. So this could be bad news for both exchanges and brokers," Kamath said on X. "The next few days will be telling. F&O volumes might reveal just how reliant we are on these prop giants," he added. In an order released in the early hours of Friday, the market regulator found Jane Street (JS), a New York-based hedge fund, guilty of manipulating the indices by taking bets in the cash, and, futures and options markets simultaneously for making handsome gains. It has barred the

Among MIIs, shares of BSE fell around 6.5 per cent to Rs 2,639 per share, while CDSL declined by nearly 2.5 per cent on Friday, closing at Rs 1,763 apiece

Despite steep premium and short-term earnings dilution, analysts expect Torrent Pharma's acquisition of JB Chemicals to be value accretive in the medium term

The influx of global trading firms has opened up opportunities for India's two main exchanges, which are both upgrading their tech infrastructure

Standard Chartered and HSBC say Indian equities are supported by strong macro fundamentals, domestic inflows and government spending despite global uncertainty

Can it fill the cavity of doubt with its premium strategy? Experts weigh in