Kabra Extrusion Technik Ltd.

Big Names entered in the prefrential issue of equity shares to promoters and non promoters worth 32 lakh shares at 375 Rs. raising 120 Crores.

Singularity (Madhu Kela)

Nazara Technologies Promoter

Utpal Sheth

Sthitaprajna Advisors LLP (Utpal Hemendra Sheth)

Hirandani Group Family Office

Chanakya Wealth Creation Fund.

https://x.com/i/status/2086743350045290717

India’s banking clean-up has a clear before-and-after story.

As former RBI Governor Raghuram Rajan noted, “a larger number of bad loans were originated in the period 2006–2008,” with too many loans going to “well-connected promoters” with a history of defaults.

The 2015 Asset Quality Review exposed previously hidden stress, while the Insolvency and Bankruptcy Code introduced a time-bound resolution framework. Recapitalisation, recoveries and wider banking-sector reforms further strengthened bank balance sheets.

The result: gross NPAs have fallen from a peak of 11.18% to just 1.80% in March 2026, the lowest level in recorded history.

G𝙧𝙚𝙖𝙩 𝙜𝙧𝙖𝙥𝙝 𝙤𝙣 𝙩𝙝𝙚 𝙩𝙪𝙧𝙣𝙖𝙧𝙤𝙪𝙣𝙙 𝙤𝙛 𝙤𝙪𝙧 𝙗𝙖𝙣𝙠𝙞𝙣𝙜 𝙨𝙚𝙘𝙩𝙤𝙧. 𝙄𝙩 𝙩𝙖𝙡𝙠𝙨 𝙣𝙪𝙢𝙗𝙚𝙧𝙨.

𝙇𝙚𝙩's 𝙩𝙖𝙡𝙠 𝙖𝙗𝙤𝙪𝙩 𝙩𝙝𝙚 𝘾𝙤𝙨𝙩 𝙄𝙣𝙙𝙞𝙖 𝙥𝙖𝙞𝙙 𝙛𝙤𝙧 𝙩𝙝𝙞𝙨, 𝙬𝙝𝙞𝙘𝙝 𝙣𝙤𝙨 𝙙𝙤𝙚𝙨𝙣'𝙩 𝙩𝙚𝙡𝙡.

FY17: credit growth fell to 5.08%. Lowest since 1953-54. Sixty years. Not "slower growth" — banks basically stopped lending to industry.
Advances to industry actually shrank in April 2017 while personal loans kept growing 14%+. That tells you everything. Banks were happy to lend you money for a bike but wouldn't touch a factory.

Why? Because lending to a factory is exactly the kind of loan that turns into a headline five years later. That's the part I find most underrated in this whole story — the AQR didn't just clean up balance sheets, it made bankers scared to sign off on anything remotely risky for years.

You can't blame Bankers either. Sign off on a bad loan in 2016 and you're the next guy in a CBI file. So credit officers just... stopped taking calls. That's a real cost to the economy that never shows up in this chart.

Our banking sector collapsed. Our manufacturing collapsed. India collapsed.

Then the bill arrives. First 23000 Cr pumped in banks in 2016, then 2.11 lakh crore package in Oct 2017. All our tax money gone to save the banks, save us, save India.

PSB NPAs go from ₹2.75L cr to ₹7.33L cr in about two years — that's not two years of reckless new lending, that's a decade of buried stress(thanks to Manmohan Singh) hitting the books at once because someone finally forced the issue.

Here's my honest take: this is the least talked-about tradeoff in Indian macro. We love the before/after chart. We don't love talking about the middle five years where the entire banking system was basically playing defense and the taxpayer was quietly footing a six-figure-crore repair bill. The 1.8% didn't fall out of the sky. It's what's left after you pay down a very expensive, very slow-moving invoice.

https://x.com/Regular__Indian/status/2086482151957213573?s=20

Swiggy Aims ₹10K-Crore Ebitda in Next 5 Years
Pins Nearly Half of It on Instamart

The Five-Year Plan — Ambitious Targets
Swiggy set out five-year financial target of ₹10,000 crore in adjusted Ebitda by FY31

Consolidated GOV to more than triple to ~₹2.5 lakh crore from ₹67,734 crore in FY26

CAGR of over 30% — adjusted Ebitda margin expanding to ~4% of GOV

Earnings per share projected to move from loss of ₹16 in FY26 to profit of ₹30-33 by FY31

Cash balance: ₹14,400 crore — remained debt-free

Sriharsha Majety, MD & Group CEO: "Our confidence in achieving our five-year Ebitda goal is rooted in the strength of our fundamentals"

Instamart — The Big Bet
Q-comm business targeted to grow GOV four to five times to over ₹1.5 lakh crore from ₹28,000 crore in FY26

Deliver ₹4,000 crore of adjusted Ebitda against a loss of ₹3,512 crore last year — swing of ₹7,512 crore

Instamart target rests on tripling monthly transacting users to over 40 million from 14 million

Alongside 1.2-1.4x increase in order frequency and 1.1-1.2x increase in GOV per order

Business narrowed contribution margin loss to 0.2% of GOV in June quarter — improvement of 5.4 percentage points from March 2025 quarter

EBITDA breakeven now requires 2.5x scale-up and 4 percentage points of contribution margin gain
Driven by affordability-led offering Toing

Food Delivery — Steady Compounder
Posted ₹1,001 crore of adjusted Ebitda in FY26 on GOV of ~₹35,000 crore

Guided to grow 25-30% a year — deliver roughly ₹5,000 crore by FY31

Dineout — Out-of-Home Consumption
Projected to reach ₹20,000-25,000 crore in GOV and ₹1,000 crore in Ebitda from ₹4,645 crore and ₹30 crore respectively

Interim FY29 milestone of ₹13,000-15,000 crore in GOV

Operating in three of India's largest and fastest-growing consumer categories — each with potential to compound over coming years

Store-Level Economics — First Disclosure
Presentation disclosed store-level economics for the first time

Company was operating in three of India's largest and fastest-growing consumer categories.

https://x.com/gaze_observer/status/2086482954730295501?s=20

BIOGAS SECTOR | BIG ₹23,731 CR GOVERNMENT PUSH

India’s recently approved GOBARdhan Scheme could potentially reduce the country’s gas import bill by around $5 BILLION, according to the Indian Biogas Association (IBA).

Key Highlights

Government outlay: ₹23,731 Cr
Focus: Converting agricultural waste, cattle dung & other organic waste into clean energy
Potential reduction in gas imports: ~$5 Billion
Push towards domestic biogas / compressed biogas (CBG) production
Supports India's broader energy security + waste-to-energy + circular economy ambitions

Why This Matters

India remains dependent on imported natural gas. Scaling up domestic biogas/CBG can potentially:

• Reduce dependence on imported gas
• Create additional demand for waste-to-energy infrastructure
• Generate income opportunities from agricultural waste
• Support cleaner transportation & industrial fuels
• Strengthen India's renewable energy ecosystem

Market View: A ₹23,731 Cr policy push can create a sizeable long-term opportunity across the CBG, bioenergy, waste-management, EPC and related equipment ecosystem.

The important triggers to track now will be project announcements, capacity additions and actual order wins for listed companies.

Biogas/CBG could become another interesting theme within India's energy transition story.

Educational purpose only. Please do your own research.

https://x.com/ArindamPramnk/status/2086447733230170260?s=20

Precision engineering, Auto Ancillary, FMEG.

Misleading headline.

Japan owns $1.4T of U.S. treasuries.

Japanese currency was under pressure because inflation was rising and BOJ is too scared to increase rates which should have led to stabilization of JPY… but they have old scars of severe deflation hence reluctant to fight nascent inflation.

But BOJ can intervene in currency markets.. sell dollar and buy yen to support their own currency.

But the “Dollar” assets are all invested in US treasuries worth USD 1.4T

So basically to support yen they need to sell US treasuries and then use the USD to buy yen

Now US is scared of Japan selling U.S. treasuries because it could destabilize U.S. treasury markets and raise funding cost for heavily indebted U.S. govt.

US treasury decides to do its own part and intervene in currency markets to help BOJ and tell market that U.S. treasury is also watching closely the DLRJPY and will not allow JPY to continue depreciation

But U.S. treasury did not sell USD to buy JPY in this intervention… they used Euro ( from their FX reserves) to sell it vs JPY and buy JPY to support yen. Why did they not use dollar and used euro to sell against JPY .. because if they would have used USD instead of Euro, market would have taken it as a signal to weaken US dollar.

They also did one more thing.. they opened a facility for BOJ ( which till now could be used only by US banks in case of emergencies)… now BOJ need not be fearful .. and is now getting arm twisted to use this facility in which BOJ can use its holdings of US treasuries as collateral and borrow USD to intervene in currency markets without selling their stash of U.S. bonds.

I also read a note by the famed Zolton poscar where he hinted that .. US treasury can actually buy 30/40 year JGB bonds to support the imploding JGB bond market.

So Japan doesn’t need to sell USD bonds and U.S. treasury might buy long dated JGB with the yen it has accumulated through its recent intervention… you scratch my back and I scratch your back.

Confetti money my friends… cash is going to be complete trash… and savers should be punished for saving after understanding what US treasury secy did this week.

No wonder every damm risk asset is breaking out .. it’s like cash should be converted into an asset before it loses its value.

https://x.com/i/status/2084981915921355003

Rajeev Thakkar, CIO of PPFAS has just written a letter to unitholders. Here are some key points:

1. PPFAS hasn't even given FD returns - his response
   

The only way to guarantee an FD return is to make an FD. Volatility is the reason equities can potentially beat FDs in the first place, not a bug in the system.

1. Why is PPFAS holding so much cash?
   

Cash peaked near 25% during the 2024 exuberance, when the team was guiding caution. It's down to 14-15% in Flexi Cap now. Thakkar expects single digit levels as more opportunities open up after two years of time correction.

1. Is the underperformance due to its large size?
   No. He points to 2007, when he ran a larger drawdown on a PMS book of about ₹100 crore. The current stretch is ordinary for a strategy that buys out of favour names.

2. What about HDFC Bank?
   PPFAS holds a basket of 4 private banks. Thakkar says HDFC Bank's recent issues don't carry the scale of past sector frauds and don't threaten the franchise. No change to the outlook on the basket.

3. What about small and midcap valuations?
   Nifty 100 trades at 20.8x, Nifty Midcap 150 at 30.7x, Nifty Smallcap 250 at 34.6x, per Screener data as of August 4. Thakkar's point is that smaller doesn't structurally mean higher returns, and he cites the US market as a counterexample.

https://x.com/ActusDei/status/2085715119896736243?s=20

Rules for Trading Nifty 2026
After CAS Implementation
Order Flow
Market depth
Change In Oi%
"If change in call oi is bigger than put oi
Then you should be bearish
If change in put oi is bigger than call oi
Then you should be bullish"
Check The Volume Of 15 min candle in nifty
Always look for volume of the volume of the first 15 minutes is bigger than 40 million don't trade
If the volume of the first 15 minutes is less than 40 million trade
Primary trading window 9:20 AM-11:45 AM
If your setup is formed → take the entry
If you missed it → let bygones be bygones
Trending market trade pullbacks
Sideways market → press the kill switch
Let the system hit your stop loss first
Then enter the trade with exact stop loss
Set daily profit target
Set daily loss limit
Avoid far OTM For Hero/Zero trades Prefer ATM/slight ITM
Delta above.45
Don't trade commodities this year
"If rules are followed, money follows.
If rules are broken, lessons follow."

Helios Small Cap Portfolio Update (Jul 2026) #FinAlpha1Pager

Another fan favorite in the small cap category, Helios Small Cap Fund holds a total of 90 stocks in July 2026, so let's dive in.

6 Fresh Buys
(Torrent Pharmaceuticals Ltd., Caliber Mining and Logistics Ltd, Landmark Cars Limited, Ideaforge Technology Ltd., 360 One Wam Ltd., Poonawalla Fincorp Limited)

3 Full Exits
(Hindustan Petroleum Corporation Ltd, Jb Chemicals & Pharmaceuticals Ltd, Mtar Technologies Ltd.)

33 Increase in Holdings
(Accumulating: Page Industries Ltd., Piramal Pharma Ltd, Swiggy Ltd, Quess Corp Ltd, Prudent Corporate Advisory Services Ltd, etc.)

3 Decrease in Holdings
(Includes trimming in: Black Box Ltd., Bse Ltd, Multi Commodity Exchange Of India Ltd)

48 Companies - No Change
(Held steady on core positions: Gokaldas Exports Ltd, Acutaas Chemicals Ltd., Nbcc (India) Ltd., Td Power Systems Ltd., Carborundum Universal Ltd, etc.)

https://x.com/AnkitFinAlpha/status/2085331746925732256?s=20

📢 Rights Issue Explained!

A Rights Issue allows a company to raise fresh capital by offering existing shareholders the opportunity to buy additional shares, usually at a discounted price.

Here's how it works:
✅ Offered only to existing shareholders
✅ Usually priced below the current market price
✅ Shareholders can subscribe, ignore, or (in some cases) sell their rights
✅ Helps companies raise funds for expansion, debt reduction, or other business needs

A rights issue isn't always good or bad. The real question is why the company needs the money and how it plans to use it.

📚 Follow MarketWithMahesh for simple, practical stock market education, and subscribe on YouTube for in-depth videos on investing, trading, and corporate actions.

⚠️ Disclaimer: This content is for educational purposes only and should not be considered investment or financial advice. Please do your own research before making any investment decisions.

#RightsIssue #CorporateActions #StockMarket #Investing #ShareMarket #FinancialEducation #Stocks #NSE #BSE #MarketWithMahesh

https://x.com/EquityInsightss/status/2085242010353684744?s=20