Author: Eqwires

Ambuja Cements Ltd., a key player in India’s cement industry and part of the Adani Group, has reported a staggering 364% year-on-year increase in net profit for the second quarter of FY26, reaching ₹2,302 crore. This marks the company’s highest-ever quarterly revenue, which rose 25% to ₹9,130 crore, driven by strong operational performance, cost efficiencies, and robust demand across infrastructure and housing sectors.

Financial Highlights: Q2 FY26

• Net Profit: ₹2,302 crore, up from ₹496 crore in Q2 FY25
• Revenue: ₹9,130 crore, compared to ₹7,305 crore last year
• EBITDA Margin: Improved significantly due to optimized logistics and energy costs
• Volume Growth: Cement sales volumes rose sharply, supported by pan-India demand

The company attributed its strong performance to strategic cost control, improved plant utilization, and synergies from its integration with ACC Ltd., another Adani-owned cement entity.

Operational Excellence and Strategic Expansion

Ambuja Cements continues to benefit from Adani Group’s infrastructure backbone, enabling efficient raw material sourcing and logistics. The company has also expanded its green cement portfolio and increased its focus on sustainability, which is gaining traction among institutional buyers and government projects.

The management highlighted that the Q2 performance reflects the success of its transformation strategy, which includes:

• Digitization of supply chain and dealer networks
• Expansion into high-growth rural and semi-urban markets
• Investment in renewable energy to reduce input costs

Market Sentiment and Trading Outlook

Ambuja’s stellar Q2 results have reinforced investor confidence, with the stock gaining momentum post-announcement. Analysts expect continued strength in the cement sector, especially with government-led infrastructure spending and housing demand picking up.

For traders and investors, this is an opportune moment to explore stock options and best options trading strategies focused on cement and infrastructure themes. Whether targeting short-term breakouts or long-term accumulation, structured trades can help manage volatility and enhance returns.

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Conclusion

Ambuja Cements’ Q2 FY26 performance marks a milestone in its growth journey under the Adani Group. With record-breaking profit and revenue, strategic expansion, and operational excellence, the company is well-positioned to capitalize on India’s infrastructure boom. For market participants, this is a moment to reassess positions and deploy smart strategies—especially when backed by expert guidance from Eqwires.

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Shadowfax Technologies, a Bengaluru-based logistics platform backed by Flipkart, TPG, Qualcomm, and other marquee investors, has filed its updated Draft Red Herring Prospectus (DRHP) with SEBI for a Rs 2,000-crore initial public offering. The IPO will comprise a fresh issue of shares worth Rs 1,000 crore and an offer-for-sale (OFS) of another Rs 1,000 crore by existing shareholders.

IPO Structure and Key Stakeholders

The proposed IPO includes a fresh equity issuance of ₹1,000 crore, aimed at funding infrastructure expansion, branding, and lease payments for new logistics centers. The remaining ₹1,000 crore will be raised through an offer-for-sale by existing investors, including:

• Flipkart Internet
• Eight Roads Investments Mauritius
• TPG’s NewQuest Asia Fund
• Nokia Growth Partners
• International Finance Corporation
• Mirae Asset
• Qualcomm
• Snapdeal founders Kunal Bahl and Rohit Bansal

This move marks a significant milestone for Shadowfax, which has emerged as a leading technology-driven logistics provider in India, specializing in last-mile delivery and hyperlocal services.

Business Model and Growth Strategy

Shadowfax operates a multi-modal logistics network, serving clients across e-commerce, food delivery, pharmacy, and retail. The company has built a strong presence in tier-1 and tier-2 cities, leveraging AI-driven route optimization and real-time tracking to enhance delivery efficiency.

The IPO proceeds will be used to:

• Expand logistics infrastructure across new geographies
• Invest in first-mile and last-mile delivery hubs
• Strengthen technology platforms and data analytics capabilities
• Support branding and customer acquisition initiatives

Shadowfax has reported strong revenue growth and operational profitability in FY24, positioning itself as a scalable and sustainable logistics player in India’s booming e-commerce ecosystem.

Market Sentiment and Strategic Trading Outlook

Shadowfax’s IPO comes at a time when investor appetite for tech-enabled logistics and supply chain platforms is rising. With Flipkart’s backing and a proven business model, the offering is expected to attract significant institutional and retail interest.

For traders and investors, this IPO presents a tactical opportunity to explore stock options and best options trading strategies around logistics and tech IPO themes. Whether you’re targeting listing-day momentum or long-term positioning, structured trades can help manage risk and optimize returns.

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Conclusion

Shadowfax’s Rs 2,000 crore IPO marks a pivotal moment in India’s logistics and tech startup landscape. With strong investor backing, a scalable business model, and clear growth plans, the company is well-positioned to capitalize on the digital commerce boom. For market participants, this IPO offers both insight and opportunity—especially when backed by expert guidance from Eqwires.

Eqwires Research Analyst

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Tata Motors has reported its highest-ever October passenger vehicle (PV) sales, registering a 27% year-on-year growth with 61,134 units sold in October 2025. This performance reflects strong festive demand, rising consumer interest in SUVs and electric vehicles (EVs), and continued momentum across domestic and international markets.

Sales Performance Overview

Tata Motors’ PV division recorded 61,134 units sold in October 2025, compared to 48,423 units in the same month last year. This marks a robust 26.6% growth, driven by consistent demand across its product portfolio. The company also confirmed that this is the second consecutive month of record wholesale volumes, reinforcing its leadership in the Indian automotive space.

The surge in sales was largely attributed to the popularity of models like Tata Nexon, Punch, and Harrier, along with growing traction in the EV segment through Tata Tiago EV and Nexon EV. The company’s strategic focus on expanding its EV infrastructure and offering competitive pricing has helped it capture a significant share of the electric passenger vehicle market.

Segment-Wise Highlights

• SUVs continued to dominate Tata’s sales mix, contributing over 60% of total PV sales.
• Electric vehicles saw strong growth, with over 3,800 units sold in October, maintaining leadership in the mass-market EV category.
• Export volumes also improved, reflecting the brand’s growing presence in international markets.

The company’s management cited festive season demand, new-age consumer preferences, and dealer network expansion as key factors behind the stellar performance.

Industry Context and Competitive Landscape

Tata Motors’ performance stands out amid mixed results from other automakers. While some manufacturers reported flat or modest growth, Tata’s aggressive push in the SUV and EV segments has helped it outperform peers. The company’s ability to balance volume growth with margin protection has made it a preferred pick among investors and analysts.

With the auto sector entering a phase of transformation driven by electrification and digital integration, Tata Motors appears well-positioned to capitalize on emerging trends.

Strategic Trading Outlook with Eqwires

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Conclusion

Tata Motors’ record-breaking October PV sales underscore its strategic strength and market adaptability. With SUVs and EVs driving growth, the company is setting new benchmarks in India’s auto industry. For market participants, this data offers both insight and opportunity—especially when backed by expert guidance from Eqwires. As the festive momentum continues, Tata Motors remains a stock to watch closely.

Eqwires Research Analyst

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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.

This is an ideal scenario for deploying stock options and best options trading strategies to capitalize on earnings-driven volatility. Traders can explore directional trades, spreads, and hedged setups to manage risk while targeting returns.

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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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Whether you’re managing risk or seeking tactical opportunities, Eqwires ensures your trades are backed by research, not guesswork.

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.

Eqwires Research Analyst

Top-notch SEBI registered research analyst

Best SEBI registered Intraday tips provider

info@eqwires.com

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Call: +91 9624421555 / +91 9624461555

www.eqwires.com