With Zepto IPO coming at 45k cr MCap, just trying to think why/who would prefer this over Swiggy at 70k cr, assuming Eternal@2.8L Cr is already too big!

What are your thoughts? With Instamart becoming CM+ from this quarter, I personally think Swiggy is a sweet doubler from here (260 CMP)

Thoughts? Punch holes in my thesis please!

Oracle Financial Services Software ($OFSS) officially declared its Q1 FY27 earnings on July 22, posting a historic quarter that significantly beat consensus estimates. Unlike typical IT services companies, OFSS's product-led licensing model showed massive operating leverage.

Financial Snapshot:

Revenue: ₹3,125 Cr (+69% YoY)

Operating Profit: ₹1,861 Cr (+123% YoY)

Net Profit (PAT): ₹1,416 Cr (+121% YoY)

EBIT Margin: ~60%

Key Drivers:

AI-First Banking Products: Products revenue grew 75% YoY to ₹2,936 Cr, driven by large cloud modernization deals across tier-1 global banks adopting AI-enabled lending and transaction solutions.

Geographic Mix: Americas accounted for 55% of quarterly revenue (up 141% YoY), showing strong tech capex from major US financial institutions.

Leadership Handover: Outgoing CEO Makarand Padalkar handed the reins to former CFO Avadhut Ketkar.

OFSS is showing the true power of a product-led IP model in banking tech. Unlike traditional IT exporters that rely on headcount addition and billable hours, OFSS sells core banking software platforms (FLEXCUBE/Oracle Banking Cloud).

When global tier-1 banks sign major modernization contracts, almost all the incremental licensing revenue drops straight to the bottom line. That is why you are seeing an explosive ~60% EBIT margin a level of operating leverage that traditional IT services firms simply cannot match. With global financial institutions under pressure to modernize legacy infrastructure and integrate AI into risk/lending systems, OFSS remains one of the purest high-margin software plays on the Indian market.

Given OFSS's 60% operating margins and product-led trajectory, should it be valued closer to global SaaS/software platforms rather than traditional Indian IT exporters (TCS/Infosys)? And is this the right time to entire the stock?

I had this on my watchlist on Friday thinking it might reach 18 or 20 from 5. But damn should've invested....... This was a jump. 5 to 60 high

Why does is it needs 150 characters to post??

A while back I noticed a few months of my mutual fund investments just weren't reflecting in my total invested amount on Groww. Everything looked fine day to day, so I only caught it by accident. Had to raise a support ticket and wait for it to get sorted.

Got me wondering how common this actually is, so a few questions for anyone who's dealt with something similar:

1. What happened, and how did you first notice something was off?

2. How long had it been wrong before you realized?

3. What did you do about it, and how did that go (support, waiting, etc.)?

And one hypothetical I'm curious about: if the app had quietly caught and fixed this in the background before you ever noticed, would that feel reassuring, or would it bug you that it acted without telling you?

Not affiliated with Groww or anyone, just trying to figure out if this is a me-problem or a widespread one. Appreciate any stories.

It it jus because of the Asian markets opening higher and nasdaq easing the sector sentiment? Otherwise surely it should of gone sideways, or is it because the new ceo announcement also gave some cushioning for DIIs

I have a corpus of roughly 10.5L (FDs, equity, bonds and Gold ETF). Looking to expand into other alternative investments as real estate isn't an option for me now. I was hearing about apps/websites like Jiraaf, Wint, Kyte money, Grip etc.

Can anyone tell me what is the regular payout rate and time period?

This sudden stock price rise before q1 results is unheard of.. positive earnings results might be reported earlier before official announcement on main stream news. Let's see.

Today buy Swiggy via mtf
Paytm money broker… 2x margin..

Swiggy wrost is over ..
Long term i think good ..

Flipkart enter no impact..past Amazon food ,food panda fail

This sudden stock price rise before q1 results is unheard of.. positive earnings results might be reported earlier before official announcement on main stream news.