Foreign institutional investors have reduced exposure to Nifty 50 stocks, with holdings dropping to 25.5% by December 2025 amid global risk aversion. However, FIIs are selectively increasing positions in mid and smallcaps. Meanwhile, rising DII ownership continues to reshape market structure, offsetting promoter dilution and adding stability to Indian equities.
Five financial services stocks, including MCX India, SBI and Axis Bank, hit fresh 52-week highs as strong market momentum sparked monthly gains of up to 17%.
Larsen & Toubro Q3 Results: Engineering and construction major Larsen & Toubro (L&T) reported a 4.3% YoY decline in its December quarter consolidated net profit at Rs 3,215 crore compared to Rs 3,359 crore reported in the year ago period.
The Indian rupee closed marginally weaker on Wednesday, lagging Asian peers, on dollar demand linked to maturing non-deliverable forwards positions and month-end importer demand, while positive cues from a broad-based decline in the greenback capped losses.
Pine Labs swung to a consolidated profit of Rs 42 crore in Q3FY26 after a loss last year, driven by 24% revenue growth and strong platform volumes. EBITDA rose 59% YoY, while GTV hit Rs 4.5 lakh crore. Transaction growth stayed robust, though operating cash flow remained negative due to festive-driven working capital needs.
Elon Musk’s SpaceX may be heading for a record-breaking IPO, potentially raising $50 billion. From reusable rockets to Starlink’s recurring revenue, the listing could reshape global markets while testing investor appetite for future technologies.
Bharat Electronics Ltd. shares surged to a 52-week high following robust December quarter results. The defence major reported a 21% year-on-year jump in net profit to Rs 1,580 crore and a 24% revenue increase to Rs 7,154 crore. This strong performance, driven by defence indigenisation and a growing order book, signals continued momentum for BEL.
SBI Life Q3 Results: For the nine months ended December 2025, SBI Life retained its leadership position in individual rated premium, clocking Rs 16,680 crore and securing a 25.6% share of the private market.
Shriram Finance shares have nearly doubled in a year, driven by strong AUM growth, improving margins and MUFG’s strategic investment. Analysts remain positive on fundamentals but warn of near-term consolidation as momentum indicators signal overbought levels.
Brokerage commentary suggests that while the overall fiscal stance is likely to remain disciplined, the composition of government spending could shift meaningfully. Jefferies expects total government capital expenditure to grow by about 12% in FY27 to Rs 12.5 lakh crore, but flags that defence capex may grow much faster—by as much as 25%.
Warning! Information Posting in this website is only for educational purpose. We are not responsible for losses incurred in Trading based on this information.