Can the market ignore this kind of asset quality improvement? Improving GNPA to 1.20% while scaling AUM to โน74,008Cr is strong. The real test is if they keep this NIM momentum with rising borrowing costs. Seems the AI push is paying off already.
Poonawalla Fincorp Ltd announced its unaudited financial results for Q2FY27, showcasing strong performance with Assets Under Management (AUM) reaching โน74,008 crore. The company reported a significant Profit After Tax (PAT) growth of 21.8% QoQ, amounting to โน375 crore. ๐
๐๐ฒ๐ ๐๐ถ๐ป๐ฎ๐ป๐ฐ๐ถ๐ฎ๐น ๐๐ถ๐ด๐ต๐น๐ถ๐ด๐ต๐๐ ๐ณ๐ผ๐ฟ ๐ค2๐๐ฌ27:
- ๐๐จ๐ : โน74,008 crore
- ๐ฃ๐๐ง: โน375 crore (vs โน308 crore in Q1FY27)
- ๐ก๐ฒ๐ ๐๐ป๐๐ฒ๐ฟ๐ฒ๐๐ ๐ ๐ฎ๐ฟ๐ด๐ถ๐ป (๐ก๐๐ ): Improved 16 bps QoQ to 9.26% (incl. fees & other income)
- ๐ฅ๐ฒ๐๐๐ฟ๐ป ๐ผ๐ป ๐๐๐๐ฒ๐๐ (๐ฅ๐ผ๐): Strengthened to 2.18% (vs 1.98% in Q1FY27)
- ๐๐ฟ๐ฒ๐ฑ๐ถ๐ ๐๐ผ๐๐: Reduced by 21 bps to 2.19% of average AUM
- ๐๐๐๐ฒ๐ ๐ค๐๐ฎ๐น๐ถ๐๐: GNPA at 1.20% & NNPA at 0.61%, showing improvement QoQ.
- ๐ก๐ฒ๐ ๐๐ป๐๐ฒ๐ฟ๐ฒ๐๐ ๐๐ป๐ฐ๐ผ๐บ๐ฒ (๐ก๐๐): Grew 12.3% QoQ to โน1,589 crore
- ๐ฃ๐ฟ๐ฒ-๐ฃ๐ฟ๐ผ๐๐ถ๐๐ถ๐ผ๐ป ๐ข๐ฝ๐ฒ๐ฟ๐ฎ๐๐ถ๐ป๐ด ๐ฃ๐ฟ๐ผ๐ณ๐ถ๐ (๐ฃ๐ฃ๐ผ๐ฃ): Up 11.8% QoQ to โน877 crore
๐ข๐ฝ๐ฒ๐ฟ๐ฎ๐๐ถ๐ผ๐ป๐ฎ๐น & ๐ฆ๐๐ฟ๐ฎ๐๐ฒ๐ด๐ถ๐ฐ ๐จ๐ฝ๐ฑ๐ฎ๐๐ฒ๐:
- ๐๐ ๐๐ป๐ถ๐๐ถ๐ฎ๐๐ถ๐๐ฒ๐: Added 42 new AI projects, bringing the total to 143, with 84 successfully implemented. ๐ค
- ๐๐ฎ๐ฝ๐ถ๐๐ฎ๐น ๐๐ฑ๐ฒ๐พ๐๐ฎ๐ฐ๐: CAR stood at 18.68% (Tier-1 at 17.15%), well above the regulatory requirement of 15%, providing ample room for growth. ๐ฆ
- ๐๐ถ๐พ๐๐ถ๐ฑ๐ถ๐๐: Liquidity buffer at โน6,526 crore as of September 30, 2026.
- ๐๐ผ๐๐ ๐ผ๐ณ ๐๐ผ๐ฟ๐ฟ๐ผ๐๐ถ๐ป๐ด: At 7.76%, a 4 bps increase from Q1FY27.
Commenting on the results, MD & CEO Arvind Kapil highlighted structural improvements across core performance vectors, disciplined AUM expansion, NIM & fee income optimization, and continuous asset quality refinement, leading to a structural lift in RoA, all accelerated by their proprietary AI layer. ๐
๐ POONAWALLA FINCORP LTD | ๐ท๏ธ Press Release / Media Release
๐ Details: wegro.app/WI6XXx
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Defence orders are good but โน1.97Cr is small for a company this size. It proves their tech is getting Army approval after tough trials though. Real value comes only if they scale these supplies. Keep an eye on repeat orders.
Innovision Ltd announced that its subsidiary, Aerodrone Robotics Private Limited, has received a significant work order from the Indian Army, Ministry of Defence ๐ก๏ธ.
Key details of the order include:
- ๐๐๐ฎ๐ฟ๐ฑ๐ถ๐ป๐ด ๐๐ป๐๐ถ๐๐: Indian Army, Ministry of Defence, through 15 Field Regiment, Dehradun.
- ๐ฅ๐ฒ๐ฐ๐ฒ๐ถ๐๐ถ๐ป๐ด ๐๐ป๐๐ถ๐๐: Aerodrone Robotics Private Limited (Subsidiary of Innovision Ltd).
- ๐ฃ๐ฟ๐ผ๐ฑ๐๐ฐ๐: Supply of 225 units of 7-inch First Person View (FPV) Drones ๐.
- ๐ข๐ฟ๐ฑ๐ฒ๐ฟ ๐ฉ๐ฎ๐น๐๐ฒ: โน1,97,48,450.25 (approx. โน1.97 Crore) ๐ฐ.
- ๐๐
๐ฒ๐ฐ๐๐๐ถ๐ผ๐ป ๐ฃ๐ฒ๐ฟ๐ถ๐ผ๐ฑ: To be executed within 6 months.
- ๐ก๐ฎ๐๐๐ฟ๐ฒ: Domestic order awarded in the ordinary course of business.
This order, secured under Bid Number: GEM/2025/B/69077547, marks a positive development for the subsidiary, highlighting its capabilities in supplying advanced drone technology to a key government client. The company is making this disclosure considering the materiality of the information. No promoter or group company interest is involved, and it's not a related party transaction. Innovision Ltd will be making this disclosure pursuant to SEBI (LODR) Regulations, 2015. โ
๐ INNOVISION LTD | ๐ท๏ธ Award of Order / Receipt of Order
๐ Details: wegro.app/EZ5SSr
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Dhruv Singh on Taruwar Kohliโs podcast hit the nail on the head: coaching isn't just about technical drills. It's about being consistent and authentic with players. Too many coaches focus only on stats and forget the human side of the game.
youtube.com/watch?v=38cm-dU1โฆ
Umpiring signals are basically the grammar of cricket. 2 Studs And A Dud broke down all the signals in 11 minutes, and honestly, itโs a great refresher for anyone who finds the laws a bit confusing at times.
youtube.com/watch?v=PH0yO0DKโฆ
Dividend is good but profit dipped 10% YoY despite AUM growing 18%. Market clearly reacted to the earnings miss with that 4% drop today. Will the AUM growth be enough to fix margins in the next few quarters?
Anand Rathi Wealth Ltd announced interim dividend of โน4 per equity share (80% of face value) for FY27. The company also approved unaudited financial results for Q2 & H1 ended Sep 30, 2026, with limited review report. Record date for dividend is Oct 15, 2026. ๐ฐ
๐ ANAND RATHI WEALTH LTD | ๐ท๏ธ Dividend
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Is the momentum from the 250 run total enough to carry over? Mayank Yadav has been sharp with the new ball & the BCCI increasing the CoE budget to โน127Cr is a necessary step to keep these fast bowlers fit for the long haul.
Will this India Post tie-up actually boost Blue Dart's margins in smaller towns? Operating costs in remote areas are high, so I wonder how theyโll manage unit economics while scaling. This is a big move for last-mile dominance if it works.
๐๐น๐๐ฒ ๐๐ฎ๐ฟ๐ ๐๐
๐ฝ๐ฎ๐ป๐ฑ๐ ๐๐ฒ๐น๐ถ๐๐ฒ๐ฟ๐ ๐ฅ๐ฒ๐ฎ๐ฐ๐ต ๐ถ๐ป๐๐ผ ๐๐ฒ๐ฒ๐ฝ๐ฒ๐ฟ ๐ฃ๐ผ๐ฐ๐ธ๐ฒ๐๐ ๐ง๐ต๐ฟ๐ผ๐๐ด๐ต ๐๐ป๐ฑ๐ถ๐ฎ ๐ฃ๐ผ๐๐ ๐ฃ๐ฎ๐ฟ๐๐ป๐ฒ๐ฟ๐๐ต๐ถ๐ฝ ๐ค:
Blue Dart Express Ltd. has signed a Memorandum of Understanding (MoU) with India Post to significantly extend its delivery network into Tier III & IV towns and remote locations across India. This strategic collaboration aims to bolster last-mile connectivity for businesses and customers, marking a significant step in strengthening Blue Dart's national presence. ๐ฎ๐ณ
๐๐ฒ๐ ๐๐ถ๐ด๐ต๐น๐ถ๐ด๐ต๐๐:
- ๐๐
๐ฝ๐ฎ๐ป๐ฑ๐ฒ๐ฑ ๐ฅ๐ฒ๐ฎ๐ฐ๐ต: The partnership will allow Blue Dart to serve deeper pockets of the country by leveraging India Post's extensive postal network. This expansion will be rolled out in a phased manner. ๐บ๏ธ
- ๐ฆ๐๐ป๐ฒ๐ฟ๐ด๐ถ๐๐๐ถ๐ฐ ๐ฆ๐๐ฟ๐ฒ๐ป๐ด๐๐ต๐: Blue Dart's express logistics capabilities will be combined with India Post's robust network, creating a scalable model to enhance market coverage and offer customers access to a wider range of markets.
- ๐๐๐๐๐ผ๐บ๐ฒ๐ฟ ๐๐ฒ๐ป๐ฒ๐ณ๐ถ๐๐: SMEs, e-commerce sellers, and enterprises will gain improved access to customers in smaller towns and remote areas, enabling them to enter new markets and deepen their presence. ๐
- ๐ฆ๐๐ฟ๐ฎ๐๐ฒ๐ด๐ถ๐ฐ ๐๐บ๐ฝ๐ผ๐ฟ๐๐ฎ๐ป๐ฐ๐ฒ: Balfour Manuel, MD of Blue Dart, highlighted that this partnership strengthens parcel delivery, building on Blue Dart's 42-year legacy and supporting the growth of Indian businesses by reaching more customers across the country.
- ๐๐ผ๐บ๐บ๐ถ๐๐บ๐ฒ๐ป๐: Sh. Harpreet Singh, Member (Operations), Department of Posts, expressed commitment to the partnership, emphasizing India Post's strong last-mile connectivity and support for its success.
This collaboration builds on a longstanding relationship and a shared focus on customer service, aiming to provide greater delivery accessibility and convenience for the growing participation of smaller towns in India's commerce. ๐
๐ BLUE DART EXPRESS LTD | ๐ท๏ธ Press Release / Media Release
๐ Details: wegro.app/pYCEwm
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22% jump in PAT & โน4,186Cr net inflows is solid growth. Margins staying above 34% show good control. But stock reaction might depend on valuations since wealth managers usually trade at high multiples only. Let's see how the market takes this.
Anand Rathi Wealth Ltd presented its investor update for Q2 & H1FY27, showcasing strong financial performance & business growth. ๐
๐๐ผ๐ป๐๐ผ๐น๐ถ๐ฑ๐ฎ๐๐ฒ๐ฑ ๐๐ถ๐ป๐ฎ๐ป๐ฐ๐ถ๐ฎ๐น ๐๐ถ๐ด๐ต๐น๐ถ๐ด๐ต๐๐:
- ๐ค2๐๐ฌ27 ๐ฃ๐ฒ๐ฟ๐ณ๐ผ๐ฟ๐บ๐ฎ๐ป๐ฐ๐ฒ:
โธ Revenue from Operations: โน344.0 Cr (up 15.7% YoY)
โธ Total Revenue: โน356.6 Cr (up 16.1% YoY)
โธ Profit After Tax (PAT): โน121.9 Cr (up 22.2% YoY)
โธ PAT Margin: 34.2% (vs. 32.5% in Q2FY26)
โธ Assets Under Management (AUM): โน1,08,377 Cr (up 18.4% YoY)
- ๐1๐๐ฌ27 ๐ฃ๐ฒ๐ฟ๐ณ๐ผ๐ฟ๐บ๐ฎ๐ป๐ฐ๐ฒ:
โธ Total Revenue: โน666.0 Cr (up 16.6% YoY)
โธ PAT: โน237.8 Cr (up 22.8% YoY)
โธ PAT Margin: 34.3% (vs. 32.8% in H1FY26)
โธ AUM: โน1,08,377 Cr (up 18.4% YoY)
๐๐๐๐ถ๐ป๐ฒ๐๐ ๐ฃ๐ฒ๐ฟ๐ณ๐ผ๐ฟ๐บ๐ฎ๐ป๐ฐ๐ฒ:
- ๐ก๐ฒ๐ ๐๐ป๐ณ๐น๐ผ๐๐ (๐ค2๐๐ฌ27):
โธ Total Net-Inflows: โน4,186 Cr (up 39% YoY)
โธ Equity Mutual Funds Net-Inflows: โน2,867 Cr (up 39% YoY)
โธ Monthly SIP Inflows: โน4,769 Cr (up 18% YoY)
๐ฃ๐ฟ๐ถ๐๐ฎ๐๐ฒ ๐ช๐ฒ๐ฎ๐น๐๐ต ๐๐๐๐ถ๐ป๐ฒ๐๐:
- ๐๐จ๐ (๐ฆ๐ฒ๐ฝ-26): โน1,05,847 Cr
- ๐ฅ๐ฒ๐น๐ฎ๐๐ถ๐ผ๐ป๐๐ต๐ถ๐ฝ ๐ ๐ฎ๐ป๐ฎ๐ด๐ฒ๐ฟ๐ (๐ฆ๐ฒ๐ฝ-26): 431
- ๐๐ฐ๐๐ถ๐๐ฒ ๐๐น๐ถ๐ฒ๐ป๐ ๐๐ฎ๐บ๐ถ๐น๐ถ๐ฒ๐ (๐ฆ๐ฒ๐ฝ-26): 14,309
- The company highlights its focus on client centricity, transparency, & building long-term relationships, evidenced by low RM attrition & consistent incentive payouts. ๐ค
- Portfolio returns have averaged ~14%-15% with a beta of 0.6 to Nifty, leading to a Jensen's Alpha of 4%-5%.
๐๐๐๐๐ฟ๐ฒ ๐ข๐๐๐น๐ผ๐ผ๐ธ:
- The company sees significant growth potential in India's wealth management sector due to increasing penetration of mutual funds & a rising HNI population. ๐ฎ๐ณ
- Digital initiatives are also underway to cater to the mass affluent & retail segments using technology.
๐ ANAND RATHI WEALTH LTD | ๐ท๏ธ Investor Presentation
๐ Details: wegro.app/p1hqJe
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Bhuvneshwar Kumarโs swing mechanics are still elite. Hearing him talk about the transition from Dhoniโs captaincy to the current setup on The Long Off Show is eye-opening. We often forget how much tactical IQ he brings to the table besides just movement.
youtube.com/watch?v=iMZ7h7CRโฆ
Gaming5060rtx clips of Ind-Pak T20s always remind me why this rivalry is unmatched. Even in simulations, the intensity is high. Though actual cricket is different, the fanbase energy is the same. Nothing beats this clash.
youtube.com/watch?v=EKHQGT97โฆ
DII buying is balancing the FII exit again. It's clear domestic investors are providing the cushion when foreigners pull out cash.
FII net outflow โน3,569Cr today, DII net inflow โน4,743Cr, Market is holding because of local money only.
๐ ๐๐๐ ๐๐. ๐๐๐/๐๐ฃ๐ ๐ง๐ฟ๐ฎ๐ฑ๐ถ๐ป๐ด ๐๐ฐ๐๐ถ๐๐ถ๐๐ - ๐ข๐ฐ๐๐ผ๐ฏ๐ฒ๐ฟ 09, 2026
๐ฎ๐ณ ๐๐ผ๐บ๐ฒ๐๐๐ถ๐ฐ ๐๐ป๐๐๐ถ๐๐๐๐ถ๐ผ๐ป๐ฎ๐น ๐๐ป๐๐ฒ๐๐๐ผ๐ฟ๐ (๐๐๐):
โ
๐๐๐: โน15,627 Cr
โ ๐ฆ๐ฒ๐น๐น: โน10,883 Cr
๐ข ๐ก๐ฒ๐ ๐๐ป๐ณ๐น๐ผ๐: โน4,743 Cr
๐บ๏ธ ๐๐ผ๐ฟ๐ฒ๐ถ๐ด๐ป ๐๐ป๐๐๐ถ๐๐๐๐ถ๐ผ๐ป๐ฎ๐น ๐๐ป๐๐ฒ๐๐๐ผ๐ฟ๐ (๐๐๐/๐๐ฃ๐):
โ
๐๐๐: โน10,374 Cr
โ ๐ฆ๐ฒ๐น๐น: โน13,943 Cr
๐ด ๐ก๐ฒ๐ ๐๐ป๐ณ๐น๐ผ๐: โน-3,569 Cr
๐ ๐ก๐ฒ๐ ๐๐ป๐๐๐ถ๐๐๐๐ถ๐ผ๐ป๐ฎ๐น ๐๐น๐ผ๐:
๐ฐ ๐ข๐๐ฒ๐ฟ๐ฎ๐น๐น ๐ก๐ฒ๐: ๐ข +โน1,174 Cr
โก๏ธAI-driven watchlist alerts on WhatsApp - Try FREE ๐ wegro.app/go
#StockMarket #DII #FII #FIIFunds #Investing #Markets #NSE #BSE
The consistency here is what stands out more than the total runs.
- Kishan achieved this in 45 innings while playing across formats.
- Converting starts into big scores has been the real game changer for him this year.
- A massive 2026 for him.
Buying back 73L shares at โน385 shows management is serious about supporting the stock price. It's a big move after the recent slide. Still, I am watching if this actually helps the valuation or if the market needs more growth signals now.
Emami Ltd has successfully concluded its share buyback program on Oct 9, 2026. The company repurchased 73,00,000 equity shares at an average price of โน385.26 per share, deploying โน281.24 Cr, which is 99.73% of the maximum buyback size. This action has adjusted the total outstanding shares to 4.29 Cr. The buyback aimed to enhance shareholder value by returning capital to public shareholders.
๐ EMAMI LTD | ๐ท๏ธ Closure of Buy Back
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Scaling up capacity to 11.1 GW while grabbing โน4,001Cr in new orders is huge. They're clearly pushing hard to control the supply chain.
Order inflow is strong & steady, Backward integration into wafers is a smart move, Watch execution now.
Premier Energies Limited has secured new orders aggregating to โน4,001 crores during Q2 FY27 (JulyโSeptember quarter) ๐.
These orders encompass:
- Solar cell & module supplies totaling 2,308 MW โ๏ธ
- EPC project execution ๐๏ธ
These orders are from a diverse customer base including major power producers, module manufacturers, & EPC companies, excluding the retail market segment.
This significant order inflow bolsters the company's growth trajectory, coinciding with substantial expansions in its manufacturing capabilities:
- Total module manufacturing capacity has nearly doubled to 11.1 GW ๐ญ.
- Solar cell manufacturing capacity has surged from 3.6 GW to 10.6 GW, following the recent commissioning of a 7 GW TOPCon solar cell manufacturing facility in Naidupeta, Andhra Pradesh.
Mr. Chiranjeev Saluja, Managing Director, stated, "Our growing order book is a strong validation of our growth strategy & execution ability. The Indian solar market is extremely demanding with customers looking for scale, bankability & latest technology. As Indiaโs largest integrated solar manufacturer, we are ready to serve needs of customers across market segments."
Premier Energies is India's leading integrated solar manufacturer with over 30 years of expertise. The company is further enhancing its backward integration by setting up 10 GW ingot-wafer manufacturing capacity & diversifying its product portfolio with 12 GWh battery container manufacturing capacity. ๐
๐ PREMIER ENERGIES LTD | ๐ท๏ธ Press Release / Media Release
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That 102 off 43 balls was clinical. The two hours with Nayar clearly helped him sort out his trigger movement against pace. He is hitting the ball much cleaner now. Seventh rank is deserved only. Hope he maintains this form for the long run.
Sports Edge Cricket highlights from the 2nd T20I vs WI are out. The way the pitch played in the middle overs was interesting. Looking at the footage, the slower ball was gripping more than expected. Need to see if the team adapts better in the next game.
youtube.com/watch?v=BhOp23D1โฆ
1983 was a watershed moment for Indian cricket, but the systemic fallout that followed is rarely discussed with the nuance it deserves. This breakdown via the Spectrum Sports channel on YouTube hits on why the golden era had a hidden cost. youtube.com/watch?v=L678ommrโฆ
This PERM suspension is massive. It targets the core H-1B pipeline for these big firms. If they stop getting green cards, how will they retain top tech talent long term? We need to see if margin pressure hits these stocks in the next earnings.
๐บ Trump Administration Suspends Infosys, TCS, Wipro, HCLTech, Cognizant From U.S. Labour Programme The U.S. Department of Labor has suspended major I.T. outsourcing firms, including Infosys, Tata Consultancy Services (TCS), ...
๐ HCL TECHNOLOGIES LTD | ๐ท๏ธ Video feed
๐น WATCH VIDEO: youtube.com/watch?v=EA0nA_JYโฆ
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