The fiscal tilt towards capex benefits companies in investment-related sectors like capital goods, defence equipment, engineering & construction and metal & mining. The planned cut in revenue expenditure will weigh on companies in consumption sectors like FMCG, consumer durables and retail.
After two years of strong gains, smallcap stocks fell sharply in 2025, but the correction may be setting up opportunities for long-term investors.
Weakness in the information technology (IT) sector hiring has weighed on Info Edge (India) over the past year, leading to a 13 per cent correction in the stock during this period. While the company's 2025-26 (FY26) third-quarter (October-December/Q3) performance showed a marginal improvement, brokerages believe the IT hiring outlook remains weak due to macroeconomic uncertainty in the US.
Shares of apparel retail major Trent fell over 8.6 per cent to ~4,048 apiece at the close of trade on Tuesday. Trading near its 52-week low, the stock has shed about 43 per cent over the past year. Sentiment around the Tata group company weakened after it reported lower than expected revenue for the third quarter (October-December/Q3) of 2025-26 (FY26). Brokerages expect the stock to remain under pressure in the near term.
There were 18 exits from the index between 1995 and 2000. The pace has since dropped to single-digit exits over every five-year period.
Jewellery makers are set to post strong revenue growth in the 2025-26 (FY26) October-December quarter (Q3), supported by a robust wedding season and rising value growth, even as volumes decline.
Shares of tyre manufacturers have outperformed broader equity benchmarks, buoyed by multiple tailwinds. Softer raw material prices, an uptick in demand from automakers following the reduction of the goods and services tax (GST) rates, and steady replacement demand have lifted sentiment toward the sector.
Companies' rent and lease expenses have seen a significant decline relative to the money they make since the pandemic.
The stock of automative major Eicher Motors hit its all-time high on Wednesday, capping the year with gains of about 52.7 per cent. It has comfortably outperformed its sector index, the Nifty Auto, which jumped 22.7 per cent, as well as the benchmark Nifty, which rose 10 per cent during this period.
Less than 12 per cent of the exits were from companies with Rs 10,000 crore in market capitalisation or above.
Open offers this calendar year, following attempts at acquisition and takeover, came in at more than two a week. There were 121 such open offers to acquire additional shares following a substantial acquisition or change of control, shows the data compiled by primedatabase.com.
The stock of the country's largest beer maker, United Breweries (UBBL), is trading at 25-month lows given multiple headwinds related to volumes, regulatory issues, and margin trajectory. After a muted second quarter (July-September) of 2025-26 (Q2FY26), brokerages also expect the company's Q3FY26 performance to be underwhelming.
In the mid-1990s, when the shares of listed companies first began to be held in electronic form, they accounted for less than 1 per cent of the stocks bought and sold on the stock exchanges. This climbed to 99.5 per cent by 2001.
Companies are squeezing more profits from their operations relative to the capital they put to work, the highest now since 2011. Profit after tax relative to capital employed came in at 10.47 per cent in September, shows data from the Centre for Monitoring Indian Economy (CMIE), higher than the 8.41 per cent seen in September last year. This is the highest since March 2010.
For every 100 rupees, households invested Rs 45.2 in mutual funds and equities in 2024-2025.
Healthcare major Max Healthcare Institute delivered a healthy performance in the second quarter (July-September) of 2025-26 (Q2FY26). Strong patient volumes and average revenues not only boosted the top line but also aided the operating performance.
Major fund houses report a sharp rise in online transactions, driven by changing investor habits, distributor behaviour, and fast-growing fintech platforms.
The stock of automotive (auto) components major Bharat Forge has risen 14.6 per cent over the past month. Despite ongoing demand challenges, strong operating performance in the July-September quarter (Q3) of 2025-26 (FY26), a diversified revenue base, and expectations of a gradual recovery have lifted sentiment.
The country's largest listed auto parts company by market capitalisation, Samvardhana Motherson International, reported a better than expected operating performance in the second quarter (July-September) of 2025-26 (Q2FY26). Though the global passenger vehicle (PV) market is facing multiple headwinds, the company is outperforming on the back of higher content per vehicle and market share gains.
Hit by a slowdown in information technology (IT) hiring, Info Edge (India)'s results for the July-September quarter (Q2) of 2025-26 (FY26) fell short of brokerage expectations. What helped the online recruitment major offset the weak IT hiring trend was broad-based growth across other sectors.
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