Market Valuation

Rising borrowing costs, debt-funding risks and intensifying AI competition weigh on investor confidence in SoftBank's investment strategy

After a sharp run-up, valuations in parts of the SMID segment already factor in several years of strong growth, cautioned Venugopal Manghat, CIO at HSBC Mutual Fund.

Nestle posted 20% revenue growth and improved margins in Q2FY27, but concerns over slowing growth, input costs and premium valuations have prompted brokerages to cut target multiples

Markets are either portrayed as unstoppable or extremely fragile, whereas the truth generally lies somewhere in between, says Radhika Gupta of Edelweiss Mutual Fund.

Elon Musk's rocket company is spending big and losing money, raising questions about whether it can justify its valuation for its blockbuster initial public offering

PL Capital says defence, power and capital goods stocks remain richly valued, while IT, retail, hotels and real estate trade below historical averages

Strong order book, rising transmission investments and opportunities in renewables, data centres and HVDC projects underpin the company's long-term growth outlook

The milestone came as the South Korean company's shares rallied as much as 12 per cent early on Wednesday, making it only the second Asian firm after Taiwan Semiconductor Manufacturing Co. to hit mark

While the Buffett Indicator signals froth, Nifty P/E shows large caps are stable. The real risk, analysts said, lies in mid & small caps, where valuations remain stretched.

The combined market valuation of five of the top-10 most-valued firms eroded by Rs 1 lakh crore last week, with HDFC Bank taking the biggest hit. Last week, the BSE benchmark Sensex dipped 30.96 points, or 0.04 per cent, and the NSE Nifty slipped 36.6 points, or 0.15 per cent. "Markets ended the week on a largely flat note with a negative bias, reflecting underlying caution among participants. The tone remained positive during the first three sessions; however, a sharp decline on Thursday erased the gains, followed by a volatile final session," Ajit Mishra, SVP, Research, Religare Broking Ltd, said. While HDFC Bank, ICICI Bank, Tata Consultancy Services (TCS), Bajaj Finance and Hindustan Unilever were the laggards, Reliance Industries, Bharti Airtel, State Bank of India, Infosys, and Life Insurance Corporation of India (LIC) emerged as the winners. The combined market valuation of the five firms eroded by Rs 1,02,771.87 crore. HDFC Bank's valuation tumbled Rs 56,124.48 crore to Rs

The combined market valuation of eight of the top-10 most-valued firms eroded by Rs 2,81,581.53 crore last week, with the State Bank of India taking the biggest hit, in tandem with a weak trend in equities. Last week, the BSE benchmark tanked 2,368.29 points, or 2.91 per cent. "Markets ended the holiday-shortened week with steep losses as escalating geopolitical tensions in West Asia and a sharp spike in crude oil prices weighed heavily on investor sentiment," Ajit Mishra, SVP, Research, Religare Broking Ltd, said. From the top-10 pack, Reliance Industries and Infosys were the only gainers. The market valuation of State Bank of India tumbled Rs 53,952.96 crore to Rs 10,55,567.27 crore. ICICI Bank's valuation eroded by Rs 46,936.82 crore to Rs 9,40,049.82 crore and that of HDFC Bank dived Rs 46,552.3 crore to Rs 13,19,107.08 crore. The valuation of Larsen & Toubro tanked Rs 45,629.03 crore to Rs 5,43,208.36 crore. The market capitalisation (mcap) of Bajaj Finance dropped by Rs ..

Walmart's entry is significant because trillion-dollar valuations are usually linked to technology firms

The combined market valuation of five of the top-10 most valued firms surged by Rs 72,284.74 crore last week, with Tata Consultancy Services (TCS) and Infosys emerging as the biggest winners. While Bharti Airtel, TCS, ICICI Bank, Infosys and Bajaj Finance were the gainers, Reliance Industries, HDFC Bank, State Bank of India, Larsen & Toubro, and Life Insurance Corporation of India (LIC) faced erosion from their valuation. Last week, the BSE benchmark eked out a marginal gain of 5.7 points, while the NSE Nifty dipped 16.5 points. TCS added Rs 35,909.52 crore, taking its market valuation to Rs 11,71,862.37 crore. The market capitalisation (mcap) of Infosys jumped Rs 23,404.55 crore to Rs 6,71,366.53 crore. The valuation of Bajaj Finance climbed Rs 6,720.28 crore to Rs 6,52,396.39 crore and that of Bharti Airtel edged higher by Rs 3,791.9 crore to Rs 12,01,832.74 crore. The mcap of ICICI Bank went up Rs 2,458.49 crore to Rs 9,95,184.46 crore. However, the market valuation of Relian

Alphabet's stock price rose more than 5 per cent on Monday to reach a new record of $315.9 per share, giving the company its near-$4 trillion valuation

From a stock market perspective, however, UBS remains underweight on Indian equities as valuations in their view still look expensive relative to the ordinary fundamental performance of companies.

Analysts at PL Capital expect domestic-oriented sectors to outperform, naming banks, NBFCs, autos, retail, consumer staples, defence, metals, and select consumer durables as top picks.

The upward revision in RBI's FY26 growth forecast signals strong confidence in India's domestic economic momentum which has consistently beaten expectations

The group lost about $20 billion, over a fifth of this year's total decline, since Sept 19 after President Donald Trump tightened US work-visa rules, weighing on Tata Consultancy Services Ltd

At the bourses, meanwhile, the Nifty 50 has gained around 6.5 per cent thus far in calendar year 2025 (CY) and outrun the Nifty 500 (up 4.2 per cent)

The combined market valuation of eight of the top-10 most valued firms jumped by Rs 1,69,506.83 crore last week in tandem with an optimistic trend at the Dalal Street, where Bajaj Finance emerged as the biggest gainer. Last week, the BSE benchmark jumped 1,193.94 points or 1.47 per cent. From the top-10 pack, Reliance Industries, HDFC Bank, TCS, Bharti Airtel, ICICI Bank, State Bank of India, Infosys and Bajaj Finance were the gainers, while Hindustan Unilever Ltd and LIC faced erosion from their valuation. The market valuation of Bajaj Finance jumped Rs 40,788.38 crore to Rs 6,24,239.65 crore. Infosys added Rs 33,736.83 crore taking its valuation to Rs 6,33,773.30 crore. The market capitalisation (mcap) of Tata Consultancy Services (TCS) surged Rs 30,970.83 crore to Rs 11,33,926.72 crore and that of Reliance Industries zoomed Rs 27,741.57 crore to Rs 18,87,509.28 crore. State Bank of India's valuation climbed Rs 15,092.06 crore to Rs 7,59,956.75 crore and that of ICICI Bank rall