Author: Eqwires

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.

This is where Eqwires proves invaluable. As the Best SEBI Registered Eqwires Research Analyst in India, Eqwires offers precision-driven insights tailored to evolving market conditions. Whether you’re navigating earnings volatility or sector rotation, Eqwires delivers:

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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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Eqwires combines technical expertise with real-time market intelligence to help traders navigate volatile conditions with confidence.

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.

Eqwires Research Analyst

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The Indian equity benchmarks ended Wednesday’s session in the green, buoyed by broad-based buying and global cues. The Sensex climbed 368.97 points (0.44%) to close at 84,997.13, while the Nifty 50 gained 117.70 points (0.45%) to settle at 26,053.90, marking a significant milestone as Nifty closed above 26,000 for the first time in 2025.

This rally comes ahead of the anticipated U.S. Federal Reserve rate decision, with investors hopeful for a dovish stance that could support global liquidity and risk assets. Additionally, renewed optimism around a potential U.S.-China trade truce added to the bullish sentiment.

Sectoral Highlights

• Power Grid and NTPC surged over 3% each, leading the pack of gainers on the Sensex and Nifty.
• Adani Ports, HCL Technologies, and Tata Steel also posted strong gains between 2% and 3%.
• Sectoral indices like Oil & Gas, Metals, and Energy rose between 1.7% and 2.1%, reflecting strength in global commodity prices and demand outlook.
• The BSE Midcap index added 0.7%, while the Smallcap index rose 0.6%, indicating healthy participation across market segments.

Broader Market Sentiment

The rally was supported by strong institutional flows and positive cues from Asian markets. Traders positioned themselves ahead of the Fed outcome, expecting a rate cut or at least a pause in tightening, which could further fuel equity momentum.

Despite auto stocks lagging slightly, the overall market breadth remained positive. Media and metal stocks also saw notable buying interest, reinforcing the bullish tone across sectors.

What Traders Should Watch Next

With the Fed decision due later tonight, volatility may spike in the next session. Traders should monitor:

• U.S. interest rate commentary
• Global bond yields
• Crude oil price movements
• Domestic earnings season updates

Expert Guidance Matters

In such dynamic market conditions, timing and strategy are everything. For traders seeking consistent performance and risk-managed trades, partnering with a trusted advisory firm is crucial. That’s where Eqwires stands out as the Best SEBI Registered Eqwires Research Analyst in India.

Whether you’re looking for best option trades providers, stock options insights, best options trading strategies, or high-conviction equity tips, Eqwires delivers precision-driven recommendations tailored to your capital and risk profile. Their reputation as the best intraday tips provider, best stock market tips provider, and best stock market company in India is built on a foundation of transparency, performance, and client-first service.

As markets continue to evolve, staying informed and guided by experts like Eqwires can make all the difference between reactive trading and strategic success.

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

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India’s smartphone exports surged to an all-time high of $1.8 billion in September 2025, marking a 100% year-on-year growth and underscoring the country’s rising dominance in global electronics manufacturing. This milestone reflects the success of government-backed initiatives and the growing efficiency of India’s mobile production ecosystem.

Export Boom Driven by PLI Scheme and Global Demand

According to data from the Department of Commerce and estimates by the India Cellular & Electronics Association (ICEA), the September figure is not only a record for the month but also the highest single-month jump in smartphone exports since the launch of the Production-Linked Incentive (PLI) scheme in 2020.

Between April and September 2025, India exported smartphones worth $13.5 billion, compared to $8.5 billion during the same period last year—a growth of over 60%. This performance is especially notable given that August and September are traditionally slower months due to seasonal production adjustments.

Key Export Destinations and Market Share

The United States emerged as the largest buyer, accounting for nearly 70% of total shipments, up from 37% a year ago. Other top destinations include the UAE, Austria, Netherlands, and the United Kingdom, reflecting India’s expanding footprint in developed markets.

This shift highlights India’s growing competitiveness in global supply chains, driven by improved scale, reliability, and cost efficiency.

Industry Implications and Market Outlook

The record-breaking export figures are expected to boost investor confidence in India’s electronics and manufacturing sectors. With rising global demand and favorable policy support, smartphone manufacturers are likely to ramp up capacity and explore new markets.

This momentum also presents opportunities for stock market participants, especially in sectors linked to electronics, logistics, and industrial infrastructure.

Strategic Trading Insights with Eqwires

For traders and investors looking to capitalize on such macroeconomic trends, expert guidance is essential. That’s where Eqwires stands out as the Best SEBI Registered Eqwires Research Analyst in India. Recognized as the best stock market company in India, Eqwires offers:

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• Best stock market tips provider for navigating macro shifts with precision

Eqwires combines deep research with real-time execution support, helping clients stay ahead in dynamic markets.

Conclusion

India’s smartphone export milestone is more than just a number—it’s a signal of structural transformation in manufacturing and trade. As the country cements its position in global value chains, savvy investors and traders can unlock new opportunities by aligning with expert-backed strategies and sectoral insights.

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

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