Month: October 2025

Zomato has decisively outperformed its closest rival Swiggy in the second quarter of FY26, posting robust revenue growth and a return to profitability. The food delivery giant reported a consolidated revenue of ₹13,590 crore, up 183% year-on-year, and a net profit of ₹65 crore, marking a significant turnaround from previous quarters. In contrast, Swiggy’s aggressive expansion in quick commerce led to a widened net loss of ₹1,092 crore despite a 54% rise in revenue to ₹5,561 crore.

Zomato’s Financial Strength and Strategic Execution

Zomato’s Q2 performance reflects strong operational efficiency, improved margins, and disciplined cost management. The company’s focus on core food delivery, coupled with strategic acquisitions and streamlined logistics, has helped it scale profitably. Its adjusted EBITDA turned positive, supported by higher average order values and increased customer retention.

The company also benefited from its dominance in metro cities and tier-1 markets, where premium offerings and subscription models have gained traction. Zomato’s quick commerce vertical, Blinkit, showed early signs of profitability, contributing to the overall margin improvement.

Swiggy’s Struggles with Expansion Costs

Swiggy, on the other hand, continues to face margin pressure due to its aggressive push in quick commerce through Instamart. While revenue grew to ₹5,561 crore, total expenses surged to ₹6,711 crore, driven by higher delivery costs, advertising spends, and employee benefits. The company’s adjusted EBITDA loss widened to ₹695 crore, up 104% from the previous year.

Despite narrowing losses sequentially, Swiggy’s operational challenges highlight the risks of rapid scaling without adequate cost controls. The company is now exploring fundraising options, including a ₹10,000 crore QIP, to strengthen its balance sheet and support future growth.

Market Implications and Trading Strategy

Zomato’s strong Q2 results position it as a favorable pick for investors looking for exposure to the digital consumption theme. The stock’s technical setup indicates bullish momentum, with potential for further upside if profitability sustains.

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Conclusion

Zomato’s Q2 FY26 results mark a pivotal moment in India’s food delivery landscape. With strong revenue, improved margins, and a return to profitability, the company has set a new benchmark for operational excellence. As Swiggy grapples with expansion-related losses, Zomato’s disciplined growth strategy offers a compelling case for investors. Backed by expert guidance from Eqwires, market participants can navigate this evolving sector with clarity and conviction.

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Indian equity benchmarks extended their losing streak for the second consecutive session on October 31, 2025, as heavy selling in private banking stocks and weak global cues weighed on investor sentiment. The BSE Sensex plunged 465.75 points to close at 83,938.71, while the NSE Nifty dropped 155.75 points to settle at 25,722.10, marking a 0.60% decline.

Market Overview: Private Banks Lead the Fall

The sharp decline was led by Kotak Mahindra Bank, ICICI Bank, HDFC Bank, and Bajaj Finserv, which saw significant profit booking. Analysts attributed the fall to foreign fund outflows, mixed corporate earnings, and uncertainty surrounding the U.S. Federal Reserve’s future rate action, all of which have dampened risk appetite.

During intraday trade, the Sensex fell as much as 498.8 points before recovering slightly. The Nifty hovered near its critical support zone of 25,700, raising concerns about further downside if selling pressure persists.

Sectoral Performance

• Private banking stocks were the biggest drag on the indices, with notable declines in Kotak Mahindra Bank and ICICI Bank.
• PSU banks, however, showed resilience, with State Bank of India among the gainers.
• Other gainers included Bharat Electronics, Larsen & Toubro, Tata Consultancy Services, and ITC, which helped cushion the broader market fall.
• Sectoral indices for power, metal, media, IT, and healthcare also ended in the red, while PSU Bank index rose 1.5%.

Global Cues and Investor Sentiment

Asian markets offered mixed signals. While South Korea’s Kospi and Japan’s Nikkei 225 ended in positive territory, Shanghai’s SSE Composite and Hong Kong’s Hang Seng closed lower. The lack of clarity on the Fed’s rate trajectory and geopolitical tensions continue to inject volatility into global markets.

Back home, investors remain cautious ahead of key macroeconomic data and corporate earnings. The volatility index also edged higher, indicating rising nervousness among traders.

Strategic Outlook and Eqwires Advantage

In such volatile conditions, hedged strategies and disciplined trading become essential. This is where Eqwires stands out as the Best SEBI Registered Eqwires Research Analyst in India, offering precision-driven insights and capital-protected setups.

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Conclusion

The second straight day of decline in Indian markets underscores the fragility of sentiment amid global and domestic uncertainties. With private banks under pressure and key support levels being tested, traders must remain vigilant. Deploying capital through structured strategies and expert guidance—like those offered by Eqwires—can help navigate this turbulence with confidence and clarity.

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Adani Power Ltd. reported a consolidated net profit of ₹2,953 crore for the second quarter of FY26, marking an 11% year-on-year decline compared to ₹3,332 crore in the same period last year. Despite the dip in profitability, the company maintained a stable revenue and EBITDA performance, reflecting operational resilience amid rising costs and acquisition-related expenses.

Financial Highlights: Q2 FY26

Adani Power’s revenue from operations stood at ₹13,457 crore for the quarter ending September 30, 2025, showing a marginal increase of 0.9% from ₹13,339 crore in Q2 FY25. The company’s consolidated EBITDA remained steady at ₹6,001 crore, nearly unchanged from ₹6,000 crore in the previous year. This stability was achieved despite higher operating expenses, largely attributed to recent acquisitions and integration costs.

The decline in net profit was primarily driven by increased tax liabilities and lower pre-tax earnings. However, the company’s ability to sustain EBITDA levels indicates strong operational efficiency and cost management.

Strategic Developments

Adani Power continues to expand its footprint in India’s energy sector. The company secured an additional 4.5 GW of long-term power purchase agreements (PPAs) under the SHAKTI scheme, reinforcing its commitment to supporting India’s growing electricity demand. The management has also reiterated its goal to scale installed capacity to 42 GW by FY32, with procurement and planning already underway.

CEO S B Khyalia emphasized that the company’s robust liquidity and profitability position it well for future expansion, even as weather-driven fluctuations and regulatory dynamics pose short-term challenges.

Market Outlook and Trading Strategy

Adani Power’s Q2 results reflect a mixed bag for investors. While the profit decline may raise concerns, the steady revenue and EBITDA suggest that the company remains fundamentally strong. For traders and investors, this creates a tactical opportunity to explore directional trades using stock options and sectoral strategies.

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Conclusion

Adani Power’s Q2 FY26 results underscore the importance of operational efficiency in a volatile macro environment. While net profit dipped, the company’s strategic expansion and stable EBITDA offer long-term promise. For traders and investors, this is a moment to reassess positions and deploy smart strategies backed by expert research. With the right guidance, such as that offered by Eqwires, market participants can turn earnings volatility into opportunity.

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The Indian equity market is poised for a critical technical inflection point as Nifty 50 hovers near the 25,700 support zone and Bank Nifty tests the 58,000 threshold. A breach below these levels could shift momentum decisively in favor of the bears, while a bounce may revive bullish sentiment heading into November.

Nifty 50: Support Under Pressure

The Nifty 50 index has retraced sharply after touching a high of 26,104 in late October, erasing gains from the previous rally. Analysts now identify 25,700 as a crucial support level, backed by Fibonacci retracement and previous breakout zones. If this level fails to hold, the index could slide toward 25,500, with further downside risk if global cues remain negative.

The weekly chart shows a high wave candle, signaling indecision and potential consolidation. Option data suggests heavy call writing at 26,000, reinforcing it as a strong resistance. Traders should watch for a decisive close below 25,700 to confirm bearish control.

Bank Nifty: 58,000 Is the Decider

Bank Nifty has shown relative strength but now faces a pivotal test at 58,000. This level is critical for determining the next directional move. A breakout above 58,000 could trigger a rally toward 59,500–60,000, while a failure to sustain may lead to a retest of 56,800–57,200.

Private banks are showing mixed signals, while PSU banks remain volatile. With earnings season in full swing and macroeconomic uncertainty lingering, banking stocks will play a decisive role in shaping market sentiment.

Strategic Implications for Traders

This setup presents a textbook opportunity for tactical positioning using stock options and best options trading strategies. Whether you’re hedging long positions or speculating on volatility, precision and timing are key.

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Final Takeaway

As Nifty flirts with 25,700 and Bank Nifty tests 58,000, the next few sessions could define the market’s tone for November. Traders should stay nimble, manage risk proactively, and leverage expert insights to stay ahead of the curve. With institutional flows, global cues, and earnings data all converging, this is a moment where informed decisions can make all the difference.

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In a strategic move ahead of Lenskart’s highly anticipated IPO, SBI Mutual Fund has acquired a stake worth ₹100 crore in the eyewear retailer. The transaction was executed through its Alternative Investment Funds—SBI Optimal Equity Fund and SBI Emergent Fund—at a share transfer price of ₹402 per share. This investment values Lenskart at approximately ₹70,000 crore, a significant jump from its previous valuation of around $5 billion in 2024The New Indian Express.

Lenskart’s IPO Momentum Builds

Lenskart is gearing up for its public listing on November 10, with an IPO expected to raise ₹7,278 crore. The offering will include a fresh issue of ₹2,150 crore and an offer-for-sale by existing shareholders. The recent stake sale by promoter Neha Bansal, who transferred 24.87 lakh shares to SBI Mutual Fund, has reduced her holding from 7.61% to 7.46%Moneycontrol. Notably, this transaction is not part of the IPO’s offer-for-sale component.

This deal follows a ₹90 crore investment by Radhakishan Damani, founder of Avenue Supermarts (DMart), further reinforcing investor confidence in Lenskart’s growth trajectory.

Why This Matters

The investment signals strong institutional interest in India’s new-age consumer brands. Lenskart’s omnichannel strategy, expanding global footprint, and tech-driven retail model have positioned it as a leader in the eyewear segment. The $7.7 billion valuation reflects optimism about its scalability and profitability in the post-IPO phase.

For retail investors and traders, this development offers a glimpse into the kind of high-growth companies attracting smart money ahead of listing. It also sets a precedent for other consumer-tech startups looking to tap public markets.

Strategic Insights for Traders

With Lenskart’s IPO around the corner and institutional interest heating up, traders should watch for:

• Pre-IPO momentum in related consumer-tech stocks
• Sentiment shifts in retail and discretionary sectors
• Potential listing gains and valuation benchmarks

This is where expert guidance becomes essential. Eqwires, recognized as the Best SEBI Registered Eqwires Research Analyst in India, offers precision-driven insights into such high-impact market events. Whether you’re exploring stock options, seeking the best options trading strategies, or looking for best intraday tips, Eqwires delivers actionable intelligence tailored to your capital and risk profile.

Their reputation as the best option trades providers, best equity tips provider, and best stock market tips provider is backed by consistent performance and client-first service. For traders navigating IPO buzz, sector rotations, and institutional flows, Eqwires stands out as the best stock market company in India.

As Lenskart prepares to make its public debut, investors and traders alike should stay alert to the opportunities this landmark listing may unlock. With the right strategy and expert support, it could be a defining moment in your trading journey.

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