YRKR Markets

Daily Indian market briefs | Nifty, sectors, FII/DII, earnings, IPO analysis | Data-driven, no tips | Markets Made Simple

[YRKR Markets @YRKRMarkets]

₹1,125 to ₹9. Over 1 lakh shareholders.

Gensol was India's clean-energy success story. Then came debt defaults, SEBI's fund-diversion allegations and BluSmart's collapse.

What went wrong? The warning signs tell a bigger story.

Read 👇

#Gensol #Nifty https://t.co/p08Y5HgqkR

[YRKR Markets @YRKRMarkets]

New mainboard DRHP: Sitaram Denims India
• Fresh 2.65 Cr + OFS 0.45 Cr shares; price band not announced
• FY26 revenue ₹242 Cr, 47% CAGR
• Debt/equity ~2x, weak op cash flow
• YRKR View 13/20
#IPO #IPOAlert #SitaramDenims

[YRKR Markets @YRKRMarkets]

People think Huang leaving will sink Nvidia because they treat it like a one-man show. Reality: the moat is the CUDA ecosystem + installed base + chip leadership, not one founder’s personal life. Markets overreact to founder exits every cycle — see Apple post-Jobs. Leadership change ≠ product failure. The real risk is if the new CEO dials back the AI bets, not the resignation itself.

[YRKR Markets @YRKRMarkets]

YRKR Markets view:

Revenue and EBITDA both hit records. RE volumes +15.2%, VECV units +28.2%, PAT ₹1,573 Cr, helped by JV profit of ₹186 Cr. Margin slipped to 23.7% from 24.5% on higher D&A and staff costs.

Simply: a strong quarter; track the margin dip, not a red flag yet.

[YRKR Markets @YRKRMarkets]

Eicher Motors Q2 FY27 (YoY)

Revenue ₹7,422 Cr (+20.3%)
EBITDA ₹1,760 Cr (+16.4%)
Net profit ₹1,573 Cr (+14.9%)
RE sales 3,76,722 units (+15.2%)

Simply: record sales and EBITDA, but the margin slipped a little.

Record volumes, but a thinner margin — a blip, or a trend? 👇

[YRKR Markets @YRKRMarkets]

YRKR Markets view:

+34% revenue and PBT (bei) ₹403 Cr partly reflect last year’s JLR cyber recovery. Tata PV volumes +40%, EV +90%, PV margin 4.0% vs 5.8%. Watch: exceptional ₹6,738 Cr; net debt ₹50,800 Cr.

Simply: core is healing, but too early to call a turnaround.

[YRKR Markets @YRKRMarkets]

Tata Motors PV Q2 FY27 (YoY, continuing)

Revenue ₹96,920 Cr (+34%)
EBITDA ₹5,995 Cr (vs −₹71 Cr)
PBT (bei) ₹403 Cr (vs −₹5,462 Cr)
PAT −₹5,451 Cr (vs −₹6,368 Cr)

Simply: core recovered; a ₹6,738 Cr hit left PAT in the red.

JLR cyber catch-up, or core improving? 👇

[YRKR Markets @YRKRMarkets]

YRKR Markets view 👇

The ₹767 Cr hit is exceptional (Canada pulp JV). Core: revenue +25.6%, EBITDA +24.8%, cement volumes +12.9%, Birla Pivot +66%.

Watch: Chemicals EBITDA −10.7%; net debt (ex-FS) ₹45,756 Cr vs ₹38,596 Cr.

One write-off isn't a trend. Track the core.

[YRKR Markets @YRKRMarkets]

Grasim Q2 FY27 🏗️ (YoY)

Revenue ₹50,105 Cr, +25.6%
EBITDA ₹6,513 Cr, +24.8%
Adj. PAT ₹536 Cr, −9.9%
Owners' PAT −₹234 Cr vs ₹595 Cr

Simply: sales grew fast, but a ₹767 Cr pulp JV hit sank profit.

Does a one-off write-off change your view?

#Nifty50 #Q2FY27 #GRASIM

[YRKR Markets @YRKRMarkets]

@vikrantgupta73 Again? One match, one opinion. Where’s the year-round contribution? Dhoni didn’t wait for a bad day to talk about fielding standards. You do.

[YRKR Markets @YRKRMarkets]

4/4. Slide 4, Today's plan: key levels from the heavy call OI at 25,500 down to heavy put OI at 25,000, today's calendar (results, US PPI at 19:00 IST, ex-dates, IPOs, F&O ban list showing KAYNES), what it means for you, the concept of the day 'What is GIFT Nifty?', the VIX-implied move of about 1.05%

[YRKR Markets @YRKRMarkets]

Pre Market Brief 13 Nov 26
GIFT Nifty a little below its own close
GIFT Nifty 25,267.00 (−0.13%) at 07:23 IST
12 Nov FII +₹7,830.60 cr, DII −₹6,331.17 cr
Nvidia said CEO Huang resigned; Brent settled 3.3% higher
#Nifty #GIFTNifty #StockMarketIndia #YRKRMarkets

[YRKR Markets @YRKRMarkets]

3/4. Slide 3, Global cues: Asia closes with early trade, Brent, USD/INR, gold and the 5-day Nifty trend, plus the News section: Nvidia CEO Jensen Huang resigns; CFO Colette Kress named interim CEO (Affects: Tech & chip-linked); Brent settles 3.3% higher at $95.82 after Trump says US needs no Iran deal (Affects: Oil & gas, OMCs); October retail inflation rises to 6.09%, above the RBI's 6% upper tolerance limit (Affects: Rate-sensitives); Rupee closes at 94.04 per dollar on Thursday, weaker than the previous close (Affects: IT exporters, importers).

[YRKR Markets @YRKRMarkets]

🚨 33 YEARS. ONE FOUNDER. AN AI EMPIRE.

Before NVIDIA became a powerhouse in artificial intelligence.

Then came a failed chip.
A near-collapse.
A revolution in computing.
And a dramatic CEO exit.

Read the full story 👇

#NVIDIA #NVDA #AI #JensenHuang https://t.co/DarEzREV0F

[YRKR Markets @YRKRMarkets]

🔎 3 things investors should watch:

1. Leadership: Who will permanently replace Jensen Huang?
2. Execution: Can NVIDIA maintain its AI chip roadmap and customer commitments?
3. November 17 earnings: What does management say about AI demand and the outlook?

NVIDIA says it currently has no reason to believe its secrets or national security were compromised. An independent board investigation was announced.

Is this a temporary shock or a long-term risk for $NVDA?

Follow @YRKRMarkets for verified market analysis

[YRKR Markets @YRKRMarkets]

🚨 NVIDIA WITHOUT JENSEN HUANG.

After 33 years, the man who helped build NVIDIA into an AI powerhouse has resigned as CEO and left the board.

CFO Colette Kress takes interim charge.

But here's the $NVDA question nobody can ignore:

Is NVIDIA's competitive advantage its technology, its AI ecosystem — or Jensen Huang himself?

With earnings due November 17, three critical tests lie ahead. 👇

#NVIDIA #NVDA #AI

[YRKR Markets @YRKRMarkets]

Vodafone Idea Q2 FY27 📶 (YoY, consolidated)

Revenue ₹11,884 Cr, +6.2%
Cash EBITDA ₹2,498 Cr, +11.2%
Net loss ₹5,975 Cr vs ₹5,524 Cr
ARPU ₹198 vs ₹180

Simply: earning more per user and spending more on network, but losses remain large.

#NiftyNext50 #Q2FY27 #IDEA #VODAFONEIDEA