Nikhil Khandelwal 🇮🇳

A deal maker, love for Equities, bottom up stock picking & Chelsea F.C.!

[Systematix Group @SystematixGrp]

Systematix Promoters & Founders Forum 2026

We hosted the Systematix Promoters & Founders Forum 2026, bringing together promoters, founders, CXOs, investors, and market participants for insightful discussions and meaningful interactions.

With participation from 30 corporates and over 600 meeting requests in a single day, the forum provided a valuable platform for direct engagement between company leadership and the investment community. Discussions focused on business outlook, growth opportunities, sector trends, and long-term value creation.

A glimpse into the conversations and connections from the forum.

A special thank you to all our participants, corporate leaders, investors, and the Systematix team for making the forum a success.

#SystematixGroup #PromotersAndFoundersForum2026 #CorporateAccess #LeadershipDialogue #FoundersForum #IndiaGrowthStory #Investing #BusinessLeadership

[Systematix Group @SystematixGrp]

We are proud to announce that Systematix Group acted as the Exclusive Advisor to AVG Logistics Limited for its INR 52.93 crore Rights Issue.

AVG Logistics is an integrated logistics solutions provider with a pan-India presence, offering end-to-end supply chain solutions including surface transportation, warehousing and logistics management to leading enterprises across automotive, FMCG, retail, e-commerce and manufacturing. The Issue received strong investor response with a subscription of 1.22x, and the proceeds will support the Company's working capital requirements and growth plans.

We are honoured to have played a role in this milestone and look forward to supporting many more growth stories ahead.

#SystematixGroup #DealAnnouncement #InvestmentBanking #RightsIssue #AVGLogistics #CapitalMarkets

[Systematix Group @SystematixGrp]

Our CEO & Co-Head, Institutional Equities, Mr. Dhananjay Sinha, shared his views with Nisha Poddar on @NDTVProfitIndia on the evolving interest rate outlook, banking sector pressures, and sectors that could remain relatively better positioned in the current environment.

The discussion highlighted the impact of potential RBI rate hikes on banking and NBFC spreads, the importance of selective positioning across interest-sensitive sectors, and areas that continue to remain on the investment radar.

Key takeaways:
🔸 Expectations of nearly 50 bps rate hike by RBI could further pressure spreads
🔸 Elevated credit-deposit ratios have not translated into stronger operating profits for banks
🔸 Banking and NBFC sectors remain closely watched amid margin pressures
🔸 HFCs and banks with higher floating-rate lending and stronger deposits may be relatively better placed
🔸 Selectivity remains important across stocks and sectors in the current environment
🔸 Defence, renewables, and battery-related themes continue to remain areas of interest

#SystematixGroup #NDTVProfit #MarketOutlook #BankingSector #NBFC #InterestRates #DefenceSector #Renewables #InvestmentInsights #CapitalMarkets

[Systematix Group @SystematixGrp]

FY25 - 26 was a year of momentum, milestones, and meaningful progress at Systematix.

From transacting ₹7,243 Cr+ in total deal value to advancing across Capital Markets, Advisory, M&A, Private Equity, Wealth, and beyond, the year reflected focused execution across businesses and a clear commitment to scale.

It was also a year of important firsts, including our historic NSE listing, expansion into new offices, and the continued strengthening of platforms that bring markets, ideas, and relationships together.

As we look back, what stands out most is not just the milestones but the consistency, collaboration, and conviction that powered them.

Here’s to a year shaped by excellence… and to rising onwards and upwards from here.

#SystematixGroup #AnnualHighlights #FY2526 #YearInReview #GrowthJourney #Milestones #CapitalMarkets #WealthManagement #PrivateEquity #FinancialServices #MarketLeadership #BusinessGrowth #CorporateMilestones

[Systematix Group @SystematixGrp]

Mr. Dhananjay Sinha, CEO and Co-Head of Institutional Equities, in conversation with NDTV Profit discusses the impact of the West Asia conflict on global markets, rising defence spending, and the stagflationary pressures currently facing the economy and banking sector.

#SystematixGroup #NDTVProfit #MarketOutlook #DefenseSector #Stagflation #IndianEconomy

[Systematix Group @SystematixGrp]

Your quick news rundown for today:

🔸India’s mcap drops $533 billion in 2026 so far, steepest fall in 15 years

🔸US allows limited sale of Russian oil at sea as Middle East war pushes crude prices higher

🔸Iran-linked groups claim downing of US military aircraft in Iraq, CENTCOM says 'not due to hostile fire'

🔸Global reserves may soften Hormuz supply hit, but oil could surge to $150 if disruption lasts longer

🔸GSP Crop Science sets price band at Rs 304-320 per share for Rs 400-crore IPO

🔸Smallcap World Fund buys additional 2% stake in Shaily Engineering Plastics for Rs 177 crore

#SystematixGroup #StockMarket #News #DailyNews #NewsUpdate

[Systematix Group @SystematixGrp]

An evening celebrating key milestones for Systematix Group, from the success of our annual conference Manthan to welcoming new leaders and marking important business achievements.

A proud moment for the teams whose collective effort, resilience and commitment continue to drive our journey forward.

#SystematixGroup #TeamSystematix #CorporateMoments #TeamCelebration #WorkplaceCulture #Milestones #CorporateLife

[Systematix Group @SystematixGrp]

Life Insurance – Affordability unlocks the next growth cycle.

🔗 Detailed Report: https://t.co/aBlOOq1pDo

Our deep-dive into India’s life insurance sector highlights a structurally strong long-term opportunity, supported by favourable demographics, a wide protection gap, and improving affordability. Some key insights:

👉 India’s life insurance penetration at 2.7% remains below developed markets, with an 83% protection gap — the widest in Asia.
👉 ~381.5mn young population (27% share) creates a multi-decade demand runway.
👉 GST reduction from 18% to 0% on individual life insurance significantly enhances affordability and accelerates new business premiums.
👉 Private insurers continue gaining share through product innovation and competitive pricing.
👉 Industry resilience visible despite regulatory headwinds and margin pressures.
👉 Strong distribution networks position the sector as a long-term compounder.

We initiate coverage on MAXF, SBILIFE, HDFCLIFE, CANHLIFE, IPRU and LICI with a BUY rating, reflecting our constructive stance on the sector’s growth trajectory.

In our view, India’s life insurance industry stands at the cusp of a sustained expansion phase, backed by structural demand and improving affordability.

#InitiatingCoverage #LifeInsurance #InsuranceSector #IndiaGrowthStory #StocksInFocus

[Systematix Group @SystematixGrp]

Manthan 2026 – Systematix’s Flagship Annual India Conference served as a platform for structured investor–corporate interactions and sector-focused dialogue, featuring 80+ companies, 400+ clients, 200+ funds, and 3,000+ meeting requests.

From boardroom discussions to sector outlooks, and closing with an evening of networking, here’s a glimpse from across the two days.

The Post Conference Note now brings together the key insights, perspectives, and themes that stood out over the conference.

Read the complete report here: https://t.co/xL5prZEBbl

#Manthan2026 #Systematix #InvestorConference #AnnualConference #CapitalMarkets #InstitutionalInvestors #CorporateAccess #InvestorEngagement #InvestmentInsights #MarketOutlook #EquityMarkets #IndiaMarkets #Networking #FinancialServices #WealthManagement #InvestmentBanking #Sectoroutlook

[Systematix Group @SystematixGrp]

Day 1 at Manthan 2026 – Systematix Annual India Conference — packed with insightful meetings, strong participation, and high-impact interactions.
A great start to our flagship two-day Institutional Equities conference. On to Day 2.

#SystematixGroup #Manthan2026 #InvestorRelations #StockMarketIndia

[Systematix Group @SystematixGrp]

Union Budget FY27 signals strong structural intent, but near-term growth support remains limited.

In this note from the MD’s Desk, our Managing Director, Mr Nikhil Khandelwal, shares his perspective on the Budget’s fiscal stance, revenue dynamics, and what the policy choices mean for markets, bond yields, and sectoral positioning in the year ahead.

#SystematixGroup #MDsDesk #UnionBudgetFY27 #MarketOutlook #FiscalPolicy #IndianEconomy

[Systematix Group @SystematixGrp]

Nifty touched a new all-time high of 26,310 today as markets continued their strong recovery.
Vijay Sarda, CIO – Equities at Systematix Asset & Wealth, shares key insights on the market’s momentum, emerging sector trends, and expectations for earnings growth in Q3 and Q4.

#SystematixGroup #StockMarket #MarketUpdate #NSE #BSE

[Systematix Group @SystematixGrp]

Systematix is glad to announce the successful closure of an INR 285 Cr block share sale of Shaily Engineering Plastics Ltd., where we acted as the Advisor to Lighthouse India Fund.

#SystematixGroup #InstitutionalEquity #BlockDeal #CapitalMarkets #ShailyEngineeringPlastics #LighthouseIndiaFund #DealClosure #Equitymarkets #StockMarket

@NikhilSysgroup @RahulSysgrp

[Nikhil Khandelwal 🇮🇳 @NikhilSysgroup]

May this Dussehra bring you joy, peace, and prosperity. @SystematixGrp wishes you a blessed Vijayadashami!
On this auspicious day, may all challenges in your path be conquered and replaced with success. ✨✨
#HappyDussehra #Vijayadashami

[Systematix Group @SystematixGrp]

As India celebrates GST Bachat Utsav, GST 2.0 promises tax relief, stronger consumption, and a boost to ‘Make in India’. A festive start to economic transformation.

Our MD, @NikhilSysgroup shares his insights on the GST announcements and its impact on the Indian economy.

#GST #GST2 #EconomicReforms #IndiaGrowth #TaxReforms #IndianEconomy #MSME #MakeInIndia #BachatUtsav #SystematixInsights #LeadershipPerspective #MDsDesk

[Systematix Group @SystematixGrp]

Systematix Corporate Services Limited ("Systematix") is pleased to announce the successful completion of Open Offer of Sayaji Hotels Ltd (Indore) Limited ("Target Company") by Century 21 Group.

@SayajiHotelsLtd @NikhilSysgroup
#DealoftheDay #SystematixGroup #investmentbanking

[Moneycontrol @moneycontrolcom]

#MarketsWithMC | With tax cuts, #RBI easing, #GST rationalisation, and the 8th Pay Commission on the horizon, is India’s consumption story set for a big revival in the second half of FY26?

Here’s a view from Nikhil Khandelwal of Systematix Group.

@iNandita13 @SystematixGrp @NikhilSysgroup

[Nikhil Khandelwal 🇮🇳 @NikhilSysgroup]

@Ajaya_buddy Correction. Only 1% , not 10% 😄

[Nikhil Khandelwal 🇮🇳 @NikhilSysgroup]

@Blue_Footy Competitive

[Nikhil Khandelwal 🇮🇳 @NikhilSysgroup]

@Blue_Footy Couldn’t agree more… our startegy is a disaster. It’s now making look even Cole Palmer like a rookie kid