Lakewater Advisors

Sebi registered Equity Research & Portfolio Management Service. CAGR much above Nifty50 since inception. Connected to Roots and Obsessed with Fundamentals.

[Lakewater Advisors @LakewaterPMS]

TCS is making another big move🎉

IT major is buying 100% of Coastal Cloud for $700 million (around ₹6,286 crore) in an all-cash deal.

This comes just weeks after its agreement with TPG, which is set to invest up to $2.1 billion (₹18K crore).

#TCS #MergersAndAcquisitions

[Lakewater Advisors @LakewaterPMS]

IndiGo’s parent InterGlobe Aviation fell 6.6% to ₹5,015📉

After DGCA extended the deadline for CEO Pieter Elbers to respond to a notice linked to recent disruptions.

The airline says its network is stabilising & expects operations to be back on track by Dec 10.

#IndiGoCrisis

[Lakewater Advisors @LakewaterPMS]

🪙 Gold prices slipped as the dollar stayed near a six-month high and hopes of a December Fed rate cut faded.

Markets now wait to see what upcoming U.S. data signals next.

#gold #GlobalMarkets #indianstockmarkets

[Lakewater Advisors @LakewaterPMS]

#KEC International under pressure🚨

KEC slipped over 7% to ₹725 after Power Grid barred the company from bidding for its tenders for 9 months!

Power Grid, in a notice dated Nov 18, excluded KEC from participating in new tenders/receiving fresh contract awards📉

[Lakewater Advisors @LakewaterPMS]

HUL has fixed December 5, 2025 as the record date for the demerger of its ice-cream business into Kwality Wall’s (India) Ltd (KWIL).

The demerger is set to take effect from December 1, 2025, determining which HUL shareholders will receive equity shares in KWIL.

#HUL #demerger

[Lakewater Advisors @LakewaterPMS]

Markets may stay cautious today after Tuesday’s dip, with weak global cues and fading hopes of a December US #Fed rate cut weighing on sentiment.

Progress on the Indo-US trade deal & strong domestic earnings could, however, help revive confidence and support positive movements!

[Lakewater Advisors @LakewaterPMS]

“Patience isn’t passive”

It’s the discipline to research, to understand businesses, to ignore noise, and to stay invested even when your conviction feels uncomfortable.

#investingtip #StockMarket

[Lakewater Advisors @LakewaterPMS]

Nomura’s India fixed-income unit is under the spotlight after reports suggested the parent co. is probing whether profits were overstated in recent years.

Global financial institutions tighten internal controls and transparency standards.

#nomura #StockMarketIndia

[Lakewater Advisors @LakewaterPMS]

LG Electronics India held its ground in a tough quarter marked by weather, geopolitical noise & GST-related sales freeze.

Even then, it posted 1% revenue growth, an 8.9% EBITDA margin, and market-share gains across TVs, fridges, ACs.

The company expects a stronger quarter🎉

[Lakewater Advisors @LakewaterPMS]

Mahindra & Mahindra Enters Life Insurance🚑

M&M is set to enter the life insurance space through a 50:50 joint venture with Canada’s Manulife, their 2nd partnership after the 2020 AMC tie-up.

Both will invest up to ₹3.6k crore each to build the new business.

#MandM #Manulife

[Lakewater Advisors @LakewaterPMS]

Tata Steel reports a stellar quarter🤩

Consolidated profit jumped 4x YoY to ₹3,183 crore, driven by strong volume growth in India & a sharp recovery in Netherlands business

Revenue rose ~9% YoY to ₹58.6k cr, while losses at the UK unit also narrowed!
#TataSteel #Earnings

[Lakewater Advisors @LakewaterPMS]

Bajaj Finance reported a 23% YoY jump in consolidated net profit to ₹4,948 crore for the July–September quarter, driven by strong festive season demand.

Growth was led by urban consumer loans and MSME lending, while the mortgages business AUM rose 24% to ₹1.3 lakh crore.

[Lakewater Advisors @LakewaterPMS]

ONGC posted an 18% YoY drop in profit to ₹9,848 crore, hit by lower crude prices.

🔹 Revenue: ₹33,031 crore (↓ 2.5% YoY)
🔹 Interim dividend: ₹6/share; total ₹7,548 crore payout

Despite the dip, ONGC maintains its strong dividend track record.
#ONGC #Earnings #OilAndGas

[Lakewater Advisors @LakewaterPMS]

Ola Electric update🚙

The EV maker’s loss narrowed to ₹418 cr (vs ₹495 cr YoY), but revenue dropped 43% YoY, a sharp fall from ₹1,214 cr last year.

Profitability inching up, but growth clearly slowing

Is this just a temporary blip or signs of cooling EV demand in India?

[Lakewater Advisors @LakewaterPMS]

Lenskart IPO gets blockbuster response! 👓
The ₹7,278 crore IPO was subscribed 28.26x on the final day, with investors bidding for 281.9 crore shares against 9.98 crore on offer.

Despite rich valuations, demand stayed strong.

Have you applied?

#LenskartIPO #IPO #Markets

[Lakewater Advisors @LakewaterPMS]

Lenskart’s IPO values the company at a staggering Rs 70,000 crore with a P/E ratio above 230 for FY25—talk about paying a premium for those stylish frames! Investors are clearly banking on rapid growth despite the sky-high multiples.

#Lenskart #IPO #ValuationConcerns

[Lakewater Advisors @LakewaterPMS]

Paytm Q2FY26: Net profit slumped 98% YoY to ₹21 cr due to a one-time ₹190 cr impairment on its JV loan.

Excluding that, PAT = ₹211 cr

Revenue jumped 24% YoY to ₹2,061 cr, led by higher merchant subs, payment volumes & fintech growth.

#Paytm #Earnings #Fintech #Q2Results

[Lakewater Advisors @LakewaterPMS]

PepsiCo & VBL eye low-alcohol segment in 🇮🇳

VBL confirmed talks with PepsiCo to distribute & sell ready-to-drink, low-alcohol beveragesin India!

If finalised this could mark PepsiCo’s entry into India’s alcoholic drinks market & open a new growth avenue for VBL.
#VBL #PepsiCo

[Lakewater Advisors @LakewaterPMS]

🚨 ED clamps down on Anil Ambani’s Reliance Group👇🏻

The ED has attached over ₹3,084 crore worth of assets, including Anil Ambani’s Pali Hill residence and 40+ properties across major cities like Mumbai, Delhi, Pune & Chennai under PMLA.

#RelianceGroup #EDProbe #AnilAmbani

[Lakewater Advisors @LakewaterPMS]

This phased approach balances stability with inclusivity—a smart move towards a more representative banking sector index. Market to watch closely!

#NiftyBank #SEBIReforms #BankingEquity

[CA Vivek Khatri @CaVivekkhatri]

🚨 BREAKING: SEBI just changed NIFTY BANK rules!

💥 Now the index must have at least 14 banks.
🏦 Top stock weight cut to 20% (earlier 33%).
📉 Top 3 banks together max 45% (earlier 62%).
📆 Big banks like HDFC, ICICI, SBI will lose weight step by step till Mar 2026.
🆕 Smaller banks like Yes Bank, Indian Bank might join soon!

💡 What it means in simple words:
Big banks won’t rule the index anymore - small ones will finally get their chance to shine. 🌟

As per me, it's very good changes!!

What about your thoughts?

[Lakewater Advisors @LakewaterPMS]

@_soniashenoy @MotilalOswalAMC Not moving to cash to avoid missing the market party is popular—but ignoring risk & falling for FOMO can be costly. You can’t time perfectly, true, but blindly staying invested during sharp downturns invites big losses. Smart investing balances staying in with protecting capital.