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πŸ“· #AXIS MF’s December 2025 Portfolio Shake-Up! πŸ“·Here’s what they bought & sold last month... Note: Including Arbitrage Positions if any #ValueMulticaps #StockMarket #StockMarketindia #Nifty #nifty50 #MutualFundsSahiHai #stockstowatch #stockmarketsindia #icicamc #meesho #blackbuck @AxisMutualFund
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πŸ“· #PPFAS MF’s December 2025 Portfolio Shake-Up! πŸ“·Here’s what they bought & sold last month... Note: Including Arbitrage Positions if any #ValueMulticaps #StockMarket #mutualfunds #MutualFundsSahiHai #stocks #StockMarketindia #nifty50 #StocksToWatch #indianstockmarket #bse #cgpower #ciganiti @PPFAS
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πŸ“· Aditya Birla Sunlife MF’s December 2025 Portfolio Shake-Up! πŸ“·Here’s what they bought & sold last month... Note: Including Arbitrage Positions if any #ValueMulticaps #StockMarket #StockMarketindia #Nifty #nifty50 #MutualFundsSahiHai #stockstowatch #stockmarkets #mutualfundsSahiHai #icicamc #meesho @abslmf
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πŸ“· #ICICI PRU MF’s December 2025 Portfolio Shake-Up! πŸ“·Here’s what they bought & sold last month... Note: Including Arbitrage Positions if any #ValueMulticaps #nifty50 #mutualfunds #stocks #niftybank #StockMarketindia #StocksToWatch #MutualFundsSahiHai #StockMarket #jagranprakashanltd #sjsenterprisesltd #hikalltd @ICICIPruMF
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πŸ“Š INFOSYS Q2 FY26: ALL METRICS GREEN βœ… Profit: β‚Ή7,365 Cr (↑6.4% QoQ) Revenue: β‚Ή44,490 Cr (↑5.2% QoQ) EBIT: β‚Ή9,353 Cr (↑6.25% QoQ) Margin: 21% (↑20 bps QoQ) USD Revenue: $5,076M (↑2.7% QoQ) Sequential growth across the board! Strong operational execution πŸ’ͺ #valuemulticaps #indianstockmarket #Infosys #ITStocks #QuarterlyResults
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Strong institutional buying today! πŸ’ͺ DIIs pumped in β‚Ή4,650, FIIs added β‚Ή68 cr. NIFTY & SENSEX both up 0.7%. The bulls are charging! πŸ‚πŸ“ˆ #valuemulticaps #StockMarket #NIFTY #SENSEX
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🚨 HDFC AMC Q2 FY26: STELLAR PERFORMANCE 🚨 βœ… Net Profit: β‚Ή718 Cr (↑24.6% YoY) βœ… Revenue: β‚Ή1,027 Cr (↑15.8% YoY, ↑6% QoQ) βœ… EBITDA: β‚Ή801 Cr (↑4% QoQ) βœ… Margins: 78% - Rock Solid βœ… 1:1 BONUS announced 🎁 Double-digit YoY growth bonus = Management's strong confidence signal! #valuemulticaps #HDFCAMC #MutualFunds #Investing
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🚨 BREAKING: @Infosys wins landmark Β£1.2 billion (β‚Ή14,000 crore) contract from UK's National Health Service πŸ‡¬πŸ‡§ 15-year deal to modernize workforce management for 1.9 million NHS employees βœ… AI-powered platform βœ… Β£55 billion annual payroll βœ… Complete employee lifecycle management #valuemulticaps #Infosys #NHS #HealthTech
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INDIAN REFINERS ASKED TO PAY FOR RUSSIAN OIL USING CHINESE YUAN β€” REUTERS Why this matters: Sanctions have made dollar payments messy. Russia wants yuanβ€”it’s easier to convert to roubles. India’s rupee isn’t much use to Moscow. China quietly gains power as yuan becomes the β€œnew oil currency.” Impact: πŸ‘‰ India saves on currency conversion costs. πŸ‘‰ Russia dodges dollar restrictions. πŸ‘‰ China wins big β€” its currency gets a global boost. πŸ‘‰ The U.S. loses a bit more grip on energy trade. This isn’t just about oil β€” it’s about who controls the future of global money. πŸ’₯ #valuemulticaps #indianstockmarket #us #china #russia #china #oilcurrency
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"Big claim about China selling government Bitcoin after Trump's tariff announcement. Would need verification from reliable sources before taking this at face value. πŸ€” #valuemulticaps #Bitcoin #BTC #Crypto #China #Tariffs #CryptoNews
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September 2025 Portfolio Moves πŸ“Š Top AMCs reshaping their investments with strategic entries and exits. Which stocks caught your eye? #valuemulticaps #MutualFunds #PortfolioUpdates #InvestmentNews #AMFI #StockMarket #September2025 #FinancialPlanning #InvestSmart #WealthCreation #EquityMarket @AxisMutualFund @dspmf @CanaraRobeco @EdelweissMF
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πŸ”₯ BLOCKBUSTER Q2 from Waaree Renewable Technologies! πŸ“Š Key Highlights: Revenue: β‚Ή775 Cr ( 48% YoY, 28% QoQ) EBITDA: β‚Ή158 Cr ( 121% YoY!) PAT: β‚Ή116 Cr ( 117% YoY) EPS: β‚Ή11.13 ( 117% YoY) EBITDA margin expanded to 20.39% πŸ“ˆ Strong execution across all metrics! πŸ’ͺ #valuemulticaps #WaareeRenewables #WRTL #Q2FY26 #RenewableEnergy #Q2Results
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PLI Scheme for Textiles β€” Major Policy Boost Announced 🧡 βœ… Investment barrier cut by 50% β€’ Part 1: β‚Ή300 Cr β†’ β‚Ή150 Cr β€’ Part 2: β‚Ή100 Cr β†’ β‚Ή50 Cr β€” bringing mid-sized firms into play πŸ“‰ Turnover criteria eased β€’ Incremental turnover target reduced from 25% β†’ 10% from Year 2 to improve compliance 🧡 Wider product coverage β€’ New MMF (Man-Made Fibre) apparel & fabric codes added to promote high-value exports 🏭 Flexibility for scaling β€’ Existing companies can now add new projects under the same entity β€” no need for separate SPVs πŸ—“ Application window extended till Dec 31, 2025 β€’ 74 companies already onboard with β‚Ή28,700 Cr committed investments 🎯 Goal: Make India a global hub in MMF & technical textiles by encouraging broader industry participation #valuemulticaps #PLI #Textiles #MakeInIndia #PolicyUpdate #Exports #Manufacturing #IndiaEconomy #MMF
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Nobel Peace Prize 2025 awarded to Maria Corina Machado πŸ•ŠοΈ Former U.S. President Donald Trump misses out on the honor. #valuemulticaps #NobelPeacePrize #MariaCorinaMachado #Trump #BreakingNews
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METAL SECTOR CHECK βš™ Q2FY26 PREVIEW β€’ Ferrous: Price pressure & muted demand drag realisations, but volumes may see a QoQ bounce β€’ Non-Ferrous: Outperforms with 7% QoQ price gains β€” steady growth outlook Q3 could see support as monsoon impact fades & safeguard duty kicks in. #valuemulticaps #Metals #Q2FY26 #Steel #Aluminium #EarningsUpdate #Commodities
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