Regulators set the agenda as insurance, pensions, digital currency, cyber risk, and crypto policy took centre stage on the penultimate day of the leading summit
Market analysts attribute the BFSI sector's outperformance, particularly among banks, to technical factors such as sector rotation by institutional investors, rather than superior financial results
Brokerages expect modest market gains as earnings stay weak, but Diwali stock picks point to brighter prospects for select consumer, lending, and capital goods firms
Recovery in revenue and profit growth led by companies in cyclical sectors
Reliance benefited from benign raw material and crude oil prices
ACC and Ambuja Cements were acquired by Adani group in September 2022 from LafargeHolcim Group.
Seven listed Tata companies together own 12.1 per cent in Tata Sons with a combined book value worth around ~30,700 crore
Banks are expected to be the biggest laggards during the quarter with most of them expected to report year-on-year decline in net profit and flat to negative growth in net interest income
Weighting of domestic demand-driven sectors surges; 'sunrise' stocks leap ahead
Trent has seen a 36.5% drop in its share price in the last 12 months and offers an attractive combination of low valuation, earnings resilience in recent quarters, and a relatively high RoNW of 29%
Analysts remain positive on the stock, citing expansion plans across thermal, wind and solar power
The Thermax stock has dropped 37.9 per cent in the trailing 12 months to September, underperforming the BSE Sensex, which is down just 4.8 per cent
The Adani group-owned cement major has seen a sustained slide in both share price and equity valuation over the past 12 months
Colgate's prospects remain supported by its core toothpaste brands and premiumisation strategy through science-backed innovations, with valuations appearing fair at 42x FY27 earnings
TCS and the broader IT sector stand to gain from stable pricing, opportunities in agentic AI, and momentum in BFSI and hi-tech segments
The stock is down 28.6% since September last year, with its price to book value more than halving over the period after a stellar IPO and listing
Strong client relationships, differentiated capabilities, and presence across verticals make Tata Elxsi well placed for sustained growth
Analysts remain positive, citing a steady decline in bad loans and an uptick in new loan sanctions as key drivers of future growth
Even as it invests in new greenfield plants and broadens its distribution network to capture demand, Varun Beverages is maintaining profitability through operational discipline and cost efficiency
Over a quarter of BSE200 stocks are down 20 per cent, leading to a sharp fall in their equity valuation, creating opportunities for investors