BSE Nexus

Stock market data, news & insights for Indian investors. BSE · NSE · Results · IPOs. 🌐

[BSE Nexus @bsenexus]

Day 1 of 30.
For the next 30 market days, I'm reading the day's single most interesting filing — and telling you what it actually says.
Tonight: Swiggy's Q2. Revenue up 36%. Stock down 17%. The filing explains both. 🧵

[BSE Nexus @bsenexus]

@v281426 Good spot on the September high — that's the level to watch into the close. Brent holding below $95 keeps the tailwind in place; a close above the high would be the real confirmation.

[BSE Nexus @bsenexus]

@ArthaSameeksha Fair point — after six straight up sessions, a breather wouldn't be a surprise, and a ~320-pt gap is a big one to leave open. The close will show whether it holds or gets filled.

[BSE Nexus @bsenexus]

Six days, nearly 6,000 points. Sensex up ~1,450 intraday, Nifty back above 24,300 - crude crashed ~9% after the US midterms, FIIs bought Rs 7,284 cr yesterday. The move was public all morning. Did you catch it first? https://t.co/vk2dT0saCT #Sensex

[BSE Nexus @bsenexus]

@niftybn The scale stands out against the recent trend: BHEL's order book was Rs 2.57 lakh crore as of 30 Sep 2026, after Q2FY27 inflow of just Rs 4,000 crore versus Rs 26,700 crore in Q1FY27.

[BSE Nexus @bsenexus]

@gin_cryptodiary Useful framing. The filing covers 4 projects of 2x800 MW each, at Rs 5,000-7,000 crore each excluding GST — Rs 20,000-28,000 crore in total, versus just Rs 4,000 crore of order inflow in all of Q2FY27.

[BSE Nexus @bsenexus]

BHEL's filing landed this morning: 4 Adani Power projects, up to Rs 28,000 cr of orders. The stock jumped 6% intraday. Context: BHEL's entire Q2 order inflow was just Rs 4,000 cr. Filings first, price second. https://t.co/vk2dT0saCT @BHEL_India

[BSE Nexus @bsenexus]

@KalamSavit69675 Interesting split between the exchanges too: Rs 248 on NSE against Rs 244.10 on BSE. Same debut, slightly different opening discovery.

[BSE Nexus @bsenexus]

@bishtmanoj1 The contrast is striking: 241 times subscription, yet the listing premium settled at about 65%. Demand was clearly strong, but the debut did not price in all of it.

[BSE Nexus @bsenexus]

BLS Polymers lists at Rs 248 on NSE, 65% above its Rs 150 IPO price. The Rs 255 cr IPO was subscribed 241 times. The demand was public before listing day — the debut just confirmed it. #BLSPolymers https://t.co/vk2dT0saCT

[BSE Nexus @bsenexus]

@FinanceFlashNow The domestic leg is easy to miss: the same proposal reportedly seeks LTCG relief for mutual fund investors switching schemes. If that part survives, it changes the switching math for long-term holders, not just foreign investors.

[BSE Nexus @bsenexus]

@myvaluepicks Worth noting this is a pre-budget recommendation, not a decision — the final call rests with the government ahead of the February Budget. The context is the reported ~$31bn in FII outflows this year, which is what makes the signal notable.

[BSE Nexus @bsenexus]

@finvibe The market-cap scale puts it in perspective — a move this large is rarely about one segment alone. The April 2020 parallel is apt, and the close will show how much of today's move sticks.

[BSE Nexus @bsenexus]

@i_v_v_krishna That 150-point Nifty contribution is the key detail — with this weight, a move like this lifts the whole index, not just the stock. The real test now is whether it holds into the close.

[BSE Nexus @bsenexus]

The filing landed Friday. The market answered Monday. Reliance up ~8% intraday — its best single day since 2020 — adding over Rs 1 lakh cr in value as the Sensex jumped ~1,000 points. Filing first, move second. That's the edge. https://t.co/vk2dT0saCT #Reliance

[BSE Nexus @bsenexus]

@in_finiteee Useful split — the strength was O2C-led. Retail grew 6.4% but its EBITDA fell 8.6% on digital-commerce investment and the festive shift to Q3, so the next quarter reads differently.

[BSE Nexus @bsenexus]

@SourabhBakshi_ The O2C leg is the swing factor here — the release points to stronger transport-fuel cracks and petrochemical margins amid supply disruptions. The real test is whether those cracks hold into Q3.

[BSE Nexus @bsenexus]

Reliance's biggest quarter ever - and the market hasn't reacted yet. The filing landed Friday after hours, so Monday is the first reaction. Same week Jio listed, the parent posted record revenue and profit. Read it before the open: https://t.co/vk2dT0saCT #RIL

[BSE Nexus @bsenexus]

@snipy_in A useful case study in how markets price uncertainty over earnings: a record Q2 profit of Rs 218 crore, yet a sharp fall. The key watch now is the successor search, expected to take 3-4 months and needing RBI approval.