The coming week will see a flurry of IPO activity with five public issuesPhysicsWallah, Emmvee Photovoltaic Power, and Tenneco Clean Air India among themlooking to raise over Rs 10,000 crore across sectors like edtech, clean energy, automotive, and pharma, testing investor appetite and liquidity.
Despite a flat market, selective traction is building in banking stocks as sector rotation picks up pace. Deven Choksey of DRChoksey FinServ expects stronger earnings in H2FY26, led by improved cost controls, SME loan growth, and government-led consolidation tailwinds in public sector banks.
SBC Exports Ltd reported a significant profit jump in the September quarter of FY26. Profit after tax doubled to Rs 11.36 crore. This growth was driven by new order wins. Revenue also saw a substantial increase of 28.49 percent. The company secured several work orders and export contracts.
Axis Securities believes these companies offer solid earnings visibility, healthy balance sheets, and participation in strong domestic growth themes such as clean energy, industrial expansion, and component manufacturing.
Foreign investors have offloaded Indian equities worth over Rs 1.52 lakh crore in 2025 so far, with experts linking the selloff to Indias lag in the global AI rally. However, stretched valuations in AI-driven markets may soon moderate outflows as investors reassess risks and valuations.
India's economy is set for a strong revival in FY26. Projections indicate growth nearing 7 percent. This surge is fueled by significant tax reductions, increased government infrastructure investment, and supportive monetary policy. Early indicators point to improved company earnings, particularly within the small and midcap segments. Discretionary spending is expected to rise, benefiting sectors like autos and appliances.
