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Eternal s shares are drawing attention. The food delivery company reported a profit drop but saw significant revenue growth. Brokerage firms are optimistic, raising target prices. Expansion plans for quick commerce are underway. The company aims for breakeven in its quick commerce segment by FY26. Future growth is projected to be strong.

Following Sebi s clean chit, GQG Partners has increased its stakes in four Adani Group companies, signaling growing conviction. State-owned LIC maintained its holdings, with only a minor trim in Adani Ports. Meanwhile, FIIs have tactically reduced their exposure across several Adani stocks.

Ace investor Ashish Kacholia reshuffled his Rs 2,675 crore portfolio in Q2 FY26, adding four new stocks including V-Marc and Pratham EPC Projects. He also trimmed stakes in Dhabriya Polywood, Xpro India, and Brand Concepts, while investing in three new IPOs like Suba Hotels.

Shares of Jio Financial Services are likely to be in focus after the Mukesh Ambani-promoted firm reported a 0.9% YoY rise in consolidated net profit to Rs 695 crore for Q2 FY26. Sequentially, profit more than doubled from Rs 325 crore in Q1 FY26, driven by higher operational income and strong growth in lending and asset management businesses.

Motilal Oswal’s Rajat Rajgarhia says India’s markets are entering a broad-based growth phase in Samvat 2082. With financials, travel, and digital platforms leading the next wealth-creation cycle, he predicts India’s next 25 years will be “size into growth.” Rajgarhia sees opportunity in top players, consumption revival, and the rise of new-age tech and tourism sectors.

Investors are eyeing AAA-rated corporate bonds for stable returns as India s interest rates stabilize. These bonds offer high credit quality and predictable income, outperforming fixed deposits. Experts suggest 2025 could be a key year for fixed-income investments. Investors should check credit ratings, issuer track records, and tax implications before investing. Platforms registered under SEBI s framework ensure secure transactions.

Indian government bonds are poised for a softer start on Friday. Traders are anticipating a fresh supply of debt from a weekly auction. The benchmark 10-year note yield may fluctuate between 6.49% and 6.52%. Demand-supply dynamics will guide market movements. The Reserve Bank of India s latest meeting minutes aligned with expectations, indicating potential for future rate cuts as inflation eases.

Aditya Birla Sun Life AMC’s CIO Mahesh Patil sees brighter days ahead for Indian markets in Samvat 2082, driven by double-digit earnings growth, consumption revival, and easing FII outflows. He expects strong gains in autos, financials, and power while calling IT a “contrarian buy” as India’s macro outlook stabilizes and valuations turn attractive.

Eternal Q2 Results: Food delivery giant Eternal witnessed a significant 63% drop in net profit to Rs 65 crore for the September quarter, falling short of market expectations. Despite this, revenue surged by an impressive 183% year-on-year to Rs 13,590 crore. The company s strong topline growth, up 90% sequentially, pleased investors, pushing its stock to a new 52-week high.

Sanjay Malhotra, the chief of India s Reserve Bank, is on a mission to enhance global access to digital platforms that serve the public good. He brought attention to MOSIP, India s innovative open-source digital identity solution, gaining traction in 27 countries. The RBI is also integrating India s UPI with payment systems from various nations to streamline cross-border remittances.