Eqwires | Stock Market Advisory

Zomato founder and CEO Deepinder Goyal witnessed a stunning surge in personal wealth this week, as shares of Zomato’s parent company, Eternal, soared significantly over the past two days. The rally has added nearly ₹2,000 crore to Goyal’s net worth, cementing his position as one of India’s top tech entrepreneurs.

What Triggered the Rally?

The stock market rally was fueled by a stellar Q1 FY26 performance from Eternal, showcasing a 70% year-on-year jump in revenue, driven by continued growth in food delivery and hyperpure (B2B supply chain) segments. The company’s improving profitability and strong operational performance reassured investors about its long-term vision.

• Stock Performance: Eternal’s shares jumped over 15% in two trading sessions, touching their highest levels in over a year.
• Investor Sentiment: Bullish analyst outlook and renewed foreign investor interest have strengthened the stock’s momentum.

Deepinder Goyal’s Stake Surge

Deepinder Goyal, who holds over 4.7% stake in Eternal, benefited directly from this sharp rally. Based on the current market valuation:

• His net worth from Eternal alone increased by approximately ₹2,000 crore in just two days.
• Goyal now joins the elite league of Indian startup founders with substantial stock-driven wealth, alongside names like Bhavish Aggarwal (Ola) and Vijay Shekhar Sharma (Paytm).

What’s Next for Eternal?

Market experts believe that Eternal’s focus on sustainable profitability, expanding into quick-commerce, and strengthening logistics will further drive long-term value creation.

Conclusion

Deepinder Goyal’s growing wealth is a reflection not just of Eternal’s financial success but also of how investor confidence can reshape a company’s market story in just days. With strong earnings, expanding business lines, and increasing investor optimism, Eternal’s rally might just be the beginning of a long-term growth story.

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Shares of BSE Ltd. (Bombay Stock Exchange) surged over 3% in intra-day trade on Friday, following market buzz that the Securities and Exchange Board of India (SEBI) may allow Jane Street, the global quantitative trading firm, to resume trading activities in India. The development, though yet to be officially confirmed, sparked investor optimism over potential liquidity and volumes returning to the exchange.

What’s Driving the Rally?

According to industry sources, SEBI is reportedly in discussions to permit Jane Street to resume its operations in the Indian capital markets. Jane Street, known for its high-frequency and arbitrage trading strategies, had slowed down or temporarily paused its India operations due to increased regulatory scrutiny in the past year. A possible return would mean enhanced trading volumes, improved market depth, and increased foreign participation — factors that could directly benefit the BSE.

Impact on BSE:

• Share Price Movement: BSE shares rose nearly 3% to trade around ₹3,220 on the NSE during early hours.
• Volume Surge: The stock also saw a spike in trading volumes, indicating renewed interest among investors and institutions.
• Market Sentiment: Traders view the return of Jane Street as a positive signal for India’s equity market transparency and attractiveness to global players.

SEBI’s Regulatory Shift?

The reported move is also seen as part of SEBI’s broader efforts to balance stringent surveillance norms with a welcoming stance for foreign institutional participants. Earlier regulatory measures, aimed at curbing potential market manipulation, led several algorithmic and high-frequency traders to pause or downsize their exposure in India.

However, with India’s growing stature as a global investment destination and the push for deeper capital markets, SEBI may now be working towards allowing trusted players back under tighter compliance frameworks.

Industry Reactions:

While no official statement has yet been made by SEBI or Jane Street, market analysts believe this could mark a turning point in regulatory and institutional engagement in Indian markets.

A senior analyst at a Mumbai-based brokerage said:

“Jane Street’s return could significantly improve liquidity in segments like ETFs, options, and arbitrage. BSE, with its diverse platform offerings, stands to gain.”

Outlook for BSE:

The Bombay Stock Exchange has already been on an impressive growth trajectory in recent quarters, driven by rising equity participation, growing SME listings, and expanding derivative products. If global trading firms re-enter the Indian market, BSE could further benefit from higher order flows and transaction volumes.

Conclusion:

While formal confirmation is awaited, the news of Jane Street’s potential return has added momentum to BSE Ltd.’s bullish outlook. Investors and market participants will closely watch for regulatory updates and official commentary in the days ahead.

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In a strong display of business momentum, Eternal Ltd., the parent company of Zomato, reported an impressive 70% year-on-year jump in consolidated revenue for Q1 FY26, driven by robust performance across its key business verticals — food delivery, quick commerce (Blinkit), and Hyperpure. Following the results, Eternal’s shares surged 7.5% on the stock exchanges, marking one of its strongest single-day gains in recent weeks.

Q1 FY26 Financial Highlights:

• Revenue: ₹4,083 crore, up 70% from ₹2,403 crore in Q1 FY25
• EBITDA: Improved significantly, led by strong operating leverage in Zomato and better cost controls in Blinkit
• Net Profit: Marginally positive for the quarter, maintaining its profitability streak for the third consecutive quarter
• Shares Performance: Eternal’s stock jumped 7.5% intraday, hitting a multi-week high on strong investor sentiment

Segment-Wise Performance:

1. Zomato (Food Delivery Business)

Zomato’s core food delivery business continued to post steady growth in orders and higher average order value. The company also highlighted an increase in loyalty program subscribers and improved contribution margins.

2. Blinkit (Quick Commerce)

Blinkit emerged as the standout performer, more than doubling its revenue compared to the year-ago period. The company is now operationally break-even in several key metro markets. CEO Deepinder Goyal reiterated that Blinkit is on track to achieve company-wide profitability in the coming quarters.

3. Hyperpure (B2B Supplies)

Hyperpure saw healthy traction with new restaurant partnerships and higher repeat orders, contributing positively to overall revenue.

Key Management Commentary:

Eternal’s leadership stated that strong execution, improved cost efficiencies, and expansion into tier-2 and tier-3 cities are key growth drivers. The company plans to continue investments in technology, delivery infrastructure, and AI-powered logistics to further optimize operations.

Analyst Outlook:

Market analysts remain upbeat on Eternal, noting that sustained profitability and rapid growth in Blinkit could lead to long-term valuation upside. Many have raised their price targets following the strong Q1 print.

Conclusion:

Eternal Ltd.’s Q1 FY26 performance has reassured investors about the company’s profitability roadmap and expansion strategy. With Blinkit showing signs of becoming a major growth engine and food delivery stabilizing, the company looks poised for continued momentum in the upcoming quarters.

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The Indian stock market bounced back strongly on Friday, July 19, 2025, ending a two-day losing streak as major banking heavyweights lifted investor sentiment. The BSE Sensex climbed over 350 points, while the Nifty 50 managed to close above the 25,150 mark, reflecting renewed optimism in financial and select blue-chip counters.

Here are the 10 key highlights from today’s market session:

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1. Sensex and Nifty Rebound

• Sensex ended 355 points higher, closing at 82,989.46, while
• Nifty 50 gained 102 points, settling at 25,175.40.

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2. Banking Stocks Lead the Rally

Banking giants such as HDFC Bank, ICICI Bank, and Kotak Mahindra Bank were among the top contributors to the day’s gains, following signs of robust quarterly earnings and stable asset quality.

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3. Strong Global Cues

Overnight gains on Wall Street and stabilizing bond yields globally improved risk appetite among investors, aiding the positive momentum in Indian equities.

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4. Heavy Buying in PSU Banks

PSU bank index surged over 1.5%, supported by investor confidence in government-led reforms and improved credit demand in the sector.

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5. IT Stocks Remain Weak

Despite the broader market rally, IT stocks continued to remain under pressure due to concerns over muted Q1 guidance from key players.

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6. Volatility Index Drops

The India VIX, a measure of market volatility, dropped by over 4%, indicating reduced fear and increased confidence among traders.

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7. Rupee Gains Slightly

The Indian rupee appreciated marginally against the dollar, aided by soft crude oil prices and improved foreign inflows.

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8. Mid- and Small-Cap Stocks Support Sentiment

Broader markets mirrored the benchmark indices with mid-cap and small-cap indices closing higher, showing strong participation across segments.

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9. FIIs Turn Net Buyers

Foreign Institutional Investors (FIIs) resumed buying after recent selling, boosting sentiment in large-cap counters.

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10. Weekly Market Wrap-Up

Despite early-week volatility due to global headwinds, Indian equity markets closed the week on a positive note, with the Nifty and Sensex posting marginal weekly gains.

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Conclusion:

Today’s session reflected a turnaround in investor confidence, largely driven by banking majors and supported by positive global cues. With earnings season underway and global central bank commentary in focus, market participants will remain cautious but optimistic going into next week.

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Reliance Industries Ltd. (RIL), India’s largest company by market capitalisation, released its Q1 FY25 results today, posting a record profit that underscores the conglomerate’s robust performance across its core businesses — energy, telecom, retail, and digital services.

Key Highlights from Q1 FY25 Results:

• Net Profit: ₹21,243 crore — the highest ever quarterly profit recorded by the company.
• Revenue: ₹2.41 lakh crore, showing a strong YoY growth across segments.
• EBITDA: ₹47,150 crore, up 14.2% YoY, reflecting operating efficiency and volume gains.
• Jio Platforms: Revenue rose to ₹30,640 crore, with a net profit of ₹5,464 crore. Subscriber base crossed 48.9 crore.
• Retail Business: Revenue stood at ₹78,970 crore, with EBITDA of ₹6,120 crore. Strong growth was driven by fashion & lifestyle, grocery, and electronics.
• O2C Segment (Oil-to-Chemicals): Revenue rose 11% YoY to ₹1.35 lakh crore due to improved product demand and pricing.

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Mukesh Ambani’s Vision: Doubling Every 4–5 Years

Addressing stakeholders, RIL Chairman Mukesh Ambani expressed confidence in the company’s future trajectory. He stated:

“We continue to invest in India’s growth story and are on track to double the size of Reliance across key parameters every four to five years. This performance reflects the strength of our diversified businesses and our commitment to driving value for shareholders.”

Ambani further emphasized ongoing investments in green energy, AI-driven digital transformation, and retail expansion to achieve long-term sustainable growth.

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Segment-wise Performance Breakdown:

Jio Platforms Ltd.

• Strong subscriber additions and improved ARPU (Average Revenue Per User).
• Continued rollout of 5G network and AI-led services.

Reliance Retail Ventures Ltd.

• Aggressive store expansion: over 19,000 stores across India.
• Integration of new-age digital commerce platforms.

O2C Business

• Recovery in global demand post-supply chain normalization.
• Strength in fuel exports and petrochemical margins.

New Energy Initiatives

• Progress on giga-factories in Jamnagar for solar, batteries, and hydrogen.
• Focus on long-term energy transition and domestic manufacturing.

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Outlook

Reliance’s record-breaking performance indicates strong momentum across all business verticals. With continued focus on diversification, digitization, and green energy, analysts expect RIL to maintain its growth trajectory in the coming quarters.

The company’s vision to double its scale every 4–5 years highlights its aggressive long-term strategy and confidence in India’s economic future.

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