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]

@bot @bot if any rests in future please remind me on my gorkbot

[YRKR Markets @YRKRMarkets]

YRKR Markets view
The Nifty 50 fell 0.61% to 25,144.30, with HDFC Bank alone taking off 27.6 points. 38 of 50 Nifty stocks fell, while the Midcap 100 (−0.24%) and Smallcap 100 (−0.26%) fell less. India VIX dropped 6.75% to 15.50. FII net flow was +₹5,736.55 cr and DII −₹2,253.58 cr.
A reading of today's tape, not a call on any stock or sector.

[YRKR Markets @YRKRMarkets]

1/4📉 Banks drag Nifty; realty slides
Nifty 50 25,144.30 (−0.61%), Sensex 81,592.45 (−0.39%)
HDFC Bank cut 27.6 pts as 38 of 50 Nifty stocks fell
FII +₹5,736.55 cr, DII −₹2,253.58 cr
#Nifty #Sensex #StockMarketIndia #YRKRMarkets

[YRKR Markets @YRKRMarkets]

4/4. Slide 4, what it means and what's next: FII and DII money flow, where the Nifty stands against its 52-week high and moving averages, Monday's calendar, the global handover, a results snapshot, what it means for you, the concept of the day 'What is a stock market breadth reading?', the VIX-implied move of ±246 points and key levels.

[YRKR Markets @YRKRMarkets]

YRKR Markets view:

Orders +56% and a ₹12,927 Cr backlog (+36%) give visibility; Electrification revenue +39.8%. But EBITDA margin fell to 14.8% from 15.5% on commodity, logistics and currency costs, and Automation revenue fell 16%.

Simply: demand is strong; watch margins.

[YRKR Markets @YRKRMarkets]

ABB India Q3 CY26 (YoY)

Revenue ₹3,738 Cr (+19.4%)
EBITDA ₹552 Cr (+13.6%)
Net profit ₹440 Cr (+10.5%)
Orders ₹4,733 Cr (+56.2%)

Simply: record orders, solid growth, slimmer margins.

Record orders, thinner margins: which matters more? 👇

#NiftyNext50 #ABB

[YRKR Markets @YRKRMarkets]

@damodara_SEBIRA Great, Congratulations 👍

[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.