Dilip Davda: Record September With 101 Issues, A Dry Spell, and Jio Waits in the Wings
By Dilip Davda Rising geopolitical tension kept global markets under pressure last week, and India, as a major importer of crude oil priced in dollars, was hit hardest. Fear of rising inflation and a possible US Fed rate hike kept everyone on their toes. After a gap of over 25Continue Reading
IPO returns: 10 Mainboard-listed Indian IPOs from 2026 that turned every ₹1 lakh into more than ₹2 lakh; one even did it in just four weeks.
It’s not all gloom for the IPO market in 2026 as there are 10 listed IPOs (mainboard) which have gone up to double and more than double their issue price, while one went up by an amazing 251% and returned over 100% in just four weeks! While the Nifty collapsesContinue Reading
This Small-Cap Defence Stock Owns a Niche Almost Nobody Does
One small-cap Indian defence stock is sitting on exactly the kind of picks-and-shovels structure that converts a sector tailwind into company-specific compounding. India’s shipbuilding sector is at the beginning of a multi-year growth phase that most retail investors are still watching through the large-cap shipyard names — MDL, GRSE,Continue Reading
This Mid-Cap Steel Stock Is Up 65% YTD — And a Transformative Capex Cycle Is Only Just Getting Started
One mid-cap Indian steel stock is building the operational transformation that turns a mid-cap into a compounder. India’s steel sector is in the middle of a demand cycle that most retail investors are watching through the large-cap lens — Tata Steel, JSW, SAIL. The real action, in several cases, isContinue Reading
This Auto Component Stock Has 45% Upside And a EV Story
Content-per-vehicle compounding 4.3x in three years, Romania losses narrowing toward breakeven, India margin recovery underway, Bajaj EV programs scaling Varroc Engineering is building the kind of operating leverage that converts into earnings compounding, with overseas breakeven as the single biggest unlock. India’s auto component sector is going through a once-in-a-generationContinue Reading
Hospital Stocks Had a Rough Session. But What Now
Pharmacy mark-ups in question, cash-patient earnings mostly insulated, radio-pharmaceutical handling costs explaining the headline, insurance package rates buffering the hit, what’s in store for hospital stocks now? India’s hospital sector is working through a regulatory scare that analysts have been bracing for since the DPCO cycle of 2013 — andContinue Reading
TNA Solutions SME IPO: What To Know, GMP, Details, Pricing
An Indore-based home textiles manufacturer is raising Rs 37.86 crore through a BSE SME issue. TNA Solutions manufactures home textile products for customers in India and abroad. It was set up in 2021 as TNA Solutions LLP and converted into a public limited company in 2024. Its range includes sheetContinue Reading
The IPO Market Sees Its Most Frantic Week Ever: Nine IPOs Listed in One Day, Twenty-One Open for Bidding
Today’s trading session saw four mainboard and five SME IPOs debut on the Indian exchanges — a single-day record. With twenty-one more issues currently accepting bids, the primary market is seeing the most frantic week in recent times If you glanced at the IPO ticker on your broking app thisContinue Reading
Paramount Syntex SME IPO: What To Know, GMP, Details, Pricing
A synthetic fibre and yarn maker with a manufacturing facility in Ludhiana, Punjab is raising Rs 81.79 crore through a BSE SME issue. Paramount Syntex manufactures synthetic fibres, various kinds of yarn and textile products, mainly for the textile industry. The company was incorporated in 1996 and converted into aContinue Reading
Acme India Industries SME IPO: What To Know, GMP, Details, Pricing
A New Delhi-based railway coach interiors company is raising Rs 121.69 crore through a BSE SME issue. Acme India Industries works in the Indian railway rolling stock sector. It designs, manufactures and maintains, under warranty, the interiors of railway coaches, and wins most of its work through tenders. It providesContinue Reading