Stock market Stats

FII Equity Flows 8 years of building... erased in 17 months.⏳📉 Talk about a high-stakes plot twist in Indian equities: 100 Months (Sep ’16 – Dec ’24): FIIs patiently build up +$45.91 Bn 🟢 17 Months (Jan ’25 – July ’26): A massive outflow wave sweeps out -$46.00 Bn 🔴 The result? A net 10-year tally sitting in the red at -$156 Mn. But wait—August just dropped a $1.7 Bn plot twist of its own in just two weeks! 🚀

RATNAVEER PRECISION - Stock has gained 21% in 1 month - Strong traction post results Q1 Sales growth was 19% with 22% profit growth on better margins YOY Copper Clad Laminate project 60% completed CCL project investment is Rs 450 cr + and commercial roll out expected in Nov 2026

Multiyear demand visibility in 400kV, 765kV and HVDC links. GEC Phase 3 capex will be almost 8x of earlier corridors combined. - Excerpts from HIIL's AR

🚨 BIG BREAKING India initiates efforts to join France-led 6TH-GENERATION FCAS FIGHTER programme. 🔥

You know who's going through a lot right now? Literally everyone. Just be kind.

Infrastructure Transformation in India 🇮🇳

Currency Performance against Dollar 💵

Much awaited scheme for Container Manufacturers Welcome move by India 🇮🇳 Govt

SIAM JULY DATA Passenger vehicle sales at 4.58 lakh units, up 34.3% YoY Total vehicle sales at 24.1 lakh units, up 24.3% YoY 2-wheeler sales at 19.2 lakh units, up 22.6% YoY 3-wheeler sales at 92,560 units, up 33.4% YoY Total vehicle exports at 6.77 lakh units, up 25.1% YoY Passenger vehicle output at 5.06 lakh units, up 26.4% YoY 2-wheeler output at 27.2 lakh units, up 24.2% YoY 3-wheeler output at 1.46 lakh units, up 30% YoY

SIAM JULY WHOLESALE DATA Overall sales up 24.3% YOY 24,11,246 units vs 19,39,774 units PV sales up 31.2% YoY 3,95,199 units vs 3,01,251 units

Groww continues to lead India’s stockbroking market. In July: Groww: 1.31 Cr active clients Market share: 28.88% Added 70,119 clients Meanwhile, Sahi recorded the fastest growth among the top 20 brokers, with 13.6% MoM growth. The gap between Groww and the rest remains significant.

INDIA MEDTECH OPPORTUNITY | A SECTOR WORTH TRACKING CLOSELY Sector Overview - Mapping India’s listed MedTech companies. - Universe covers 30 listed companies. - Includes medical devices and diagnostics. - Covers surgical and dental products. - Includes patient monitoring and medical electronics. Research Framework - Study execution and revenue growth. - Analyse margins and operating leverage. - Evaluate capex and capacity expansion. - Track regulatory approvals and compliance. - Assess export growth opportunities. - Identify competitive moats and differentiation. - Compare valuations before building conviction. Key Takeaway - This is only the starting universe. - Research first, valuation second. - Build conviction only after both. - For educational purposes only. - Not investment advice.

94 industrial small caps have declared results so far, but these 12 stood out for some very valid reasons. Sales & profits are both growing fast & more sector tailwinds to follow. In niche industrials, such a combination can become very interesting & is surely worth studying deeper!

Promoters buying more of their own company always deserves attention! Not a buy signal or anything , just a good reason to dig deeper! Growth +RoCE +ROE are all strong & on PEG basis these Smallcap stocks look reasonably priced !

FII AND DII BUYING

20 IPOs That Are Standing Out After Listing Hundreds of IPOs have debuted on the Indian stock exchanges, but only a select few have delivered strong post-listing performance. Here are 20 IPO-listed stocks that are performing very well: 1. Manipal Health Enterprises 2. Sedemac Mechatronics 3. KSH International 4. Meesho 5. Sudeep Pharma 6. Groww 7. Lenskart Solutions 8. Rubicon Research 9. Atlanta Electricals 10. Aditya Infotech 11. GNG Electronics 12. Anthem Biosciences 13. Belrise Industries 14. Ather Energy 15. Quality Power Electricals 16. Unimech Aerospace 17. Senores Pharmaceuticals 18. Sai Life Sciences 19. Waaree Energies 20. KRN Heat Exchanger