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Indian Markets See IPO Euphoria Amid Rising Oil Prices, Bullion Weakness and Stock-Specific Earnings Action

Indian markets witnessed diverging investor trends, with Jio Platforms’ blockbuster listing at a 21.36% premium highlighting strong appetite for marquee IPOs despite weakness in secondary markets. Globally, technology stocks faced pressure amid AI valuation concerns, while India’s Nifty IT gained 1.91%.

Bullion markets weakened as rising energy prices fuelled inflation concerns and higher-for-longer interest rate expectations. Gold slipped below $4,000/oz, while silver declined nearly 3% below $51/oz, reflecting tightening financial conditions and speculative unwinding.

Meanwhile, Brent crude surged above $118 per barrel amid geopolitical tensions, raising concerns over corporate margins across paints, consumer durables and cement. Trent gained 5.44%, supported by strong Q2 momentum, while Suzlon declined 7.85% following margin disappointment. Reliance Industries also remained under pressure, correcting around 26% in CY26.
 

Stocks

Jio Platforms Debuts at 21% Premium, Commands Higher Valuation Than Airtel at 42x P/E

Jio Platforms Debuts at 21% Premium, Commands Higher Valuation Than Airtel at 42x P/E
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Q2 FY27: Coforge\'s Revenue Surges 54% YoY, with Americas Contributing 63% of Business

Q2 FY27: Coforge\'s Revenue Surges 54% YoY, with Americas Contributing 63% of Business
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Q2 FY27: Netweb Records 336% Revenue Growth as AI Systems Account for 58% of Sales

Q2 FY27: Netweb Records 336% Revenue Growth as AI Systems Account for 58% of Sales
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Q2 FY27: OFSS Reports 29% YoY Profit Growth as Operating Margins Improve to 48%

Q2 FY27: OFSS Reports 29% YoY Profit Growth as Operating Margins Improve to 48%
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Trent\'s Operating EBITDA Climbs 37% YoY, Outpacing 23% Revenue Growth; PAT Rises 9%

Trent\'s Operating EBITDA Climbs 37% YoY, Outpacing 23% Revenue Growth; PAT Rises 9%
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TVS Motor Q2 FY27: Record Sales of 1.92 Million Units Drive 39% Revenue Growth and 46% PAT Growth

TVS Motor Q2 FY27: Record Sales of 1.92 Million Units Drive 39% Revenue Growth and 46% PAT Growth
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APL Apollo Tubes Q2 FY27: Record Quarterly Revenue Crosses ?7,000 Crore, PAT Rises 27% YoY

APL Apollo Tubes Q2 FY27: Record Quarterly Revenue Crosses ?7,000 Crore, PAT Rises 27% YoY
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Apollo Micro Systems Q2 FY27: Revenue Surges 72% YoY, EBITDA Margin Hits Record 29%

Apollo Micro Systems Q2 FY27: Revenue Surges 72% YoY, EBITDA Margin Hits Record 29%
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HUL: Highest Sales Growth in 14 Quarters as Volume Growth Hits 7%.

HUL: Highest Sales Growth in 14 Quarters as Volume Growth Hits 7%.
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Acutaas Chemicals: Profit Jumps 71%, FY27 Growth Guidance Raised to 30%.

Acutaas Chemicals: Profit Jumps 71%, FY27 Growth Guidance Raised to 30%.
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Seshasayee Paper: Profit Jumps 89%, Stock Rallies 10%.

Seshasayee Paper: Profit Jumps 89%, Stock Rallies 10%.
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Here’s how Bank of Maharashtra performed in Q2FY27

Here’s how Bank of Maharashtra performed in Q2FY27
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Kotak Mahindra Bank surged 3% after declaring Q2FY27 result.

Kotak Mahindra Bank surged 3% after declaring Q2FY27 result.
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Here’s how Motilal Oswal fared in Q2FY27

Here’s how Motilal Oswal fared in Q2FY27
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PNB Housing Q2FY27: PAT up 6% YoY to ?617 cr as disbursements jump 60%

PNB Housing Q2FY27: PAT up 6% YoY to ?617 cr as disbursements jump 60%
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Tata Capital Q2FY27: PAT up 51% YoY to ?1,660 cr as AUM crosses ?3 lakh cr.

Tata Capital Q2FY27: PAT up 51% YoY to ?1,660 cr as AUM crosses ?3 lakh cr.
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Indices

Nifty Seasonal Trends: November–December Historically Deliver the Strongest Monthly Returns

Nifty Seasonal Trends: November–December Historically Deliver the Strongest Monthly Returns
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Opportunities

The Nifty Media Index appears to be breaking out of a multi-year falling wedge pattern, signalling a potential trend reversal. The index gained 5.71% in the latest week, closing at 1,652.70, supported by improving volumes. RSI has strengthened to 61, indi

The Nifty Media Index appears to be breaking out of a multi-year falling wedge pattern, signalling a potential trend reversal. The index gained 5.71% in the latest week, closing at 1,652.70, supported by improving volumes. RSI has strengthened to 61, indi
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Food for Thought

Food for Thought

Food for Thought
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Indian Markets See IPO Euphoria Amid Rising Oil Prices, Bullion Weakness and Stock-Specific Earnings Action

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