Supreme Ind Inspiring to hear MP Taparia who's been leading Supreme with gusto, he just celebrated his 90th birthday a few days ago! Key takeaways: - Overall Volume growth in FY27 will be 10% vs 12% guided - Margins will hold around 14-14.5% in FY27 youtu.be/TrvKNICbNyc?si=-AKy…

GNA Axles - FY27 revenue growth will be 30% - Light Weight segment revenue will be approx 240cr in FY27 - Have started investing in EV and allied, invested 40 cr out of total 80 cr earmarked - North American markets look promising; grown 150% in H1FY27 youtu.be/_gYSH-3316s?si=vqV9…

ITC HOTELS +5% Good Results - Revenue +25.6% at 1054 Cr - EBITDA +36.1% at 344 Cr - Margins at 32.6% vs 30% - PAT +52% at 202.6 Cr Key Internals - Occupancy rose 481 bps to 76% and ADRs grew 14% - Room Revenue grew 22% YoY at 501 Cr; F&B grew 12% YoY at 380 Cr - Management and Operating Fees grew 25% YoY at 43 Cr - Maintained RevPAR premium of 44% over the industry - Domestic Operating ROCE ~20% #StockMarket @ITCHotels #FMCGisLife @CNBCTV18Live

NEWGEN SOFTWARE - Expect delayed closures to be completed in H2FY27 - Seeing large deals in healthcare and insurance - Q2 saw healthy closures in EMEA and a stable market in Saudi, Qatar and UAE - Don't see major concerns around collections in EMEA youtube.com/watch?v=eK8ZRxGq…

EAAA Alternatives - We have Fee paying AUM ~48600cr, with majority of it being real assets and private credit - Believe fee paying AUM is the right metric to track for alternatives managers like us - Alternatives biz is expected to grow at 16-18% CAGR youtube.com/watch?v=Yyv9lMJK…

CASTROL - Remain cautious about the next quarter due to volatile environment - Industrial segment grew double digit in volumes, less than 20% of revenues, should increase - Margins should be between 21-23% @Castrol #StockMarket #CastrolIndia youtu.be/FqrpNBGRE6g?si=0iPI…

NETWEB TECH Management Says - Confident of crossing 4000 Cr revenue in FY27 - Margins to remain around 13-14 percent - Target 40-45% contribution from AI - Get 50% revenue from Govt, rest from Enterprise @netwebtech #StockMarket youtu.be/t1iQ_rmY6j4?si=NGfq…

Trade Set-Up for Today

CUES FOR TODAY - Many Cues as we start a new trading week - Gift Nifty +25 Pts at open after a market rout last week - Brent Crude nears $116, at 6-month high - October Series expiry tomorrow - IT Stocks in focus post INFY's results & guidance cut - FOMC Outcome on Oct 28th, no hike expected - Jio Platforms lists Oct 28 - Wall St lower on Friday, Asia mixed WALL ST ON FRIDAY Dow -1.23% S&P -0.52% Nasdaq -0.21% Key Stocks that moved? AT&T -8.0% & T-Mobile -7.7% on SpaceX telecom plans Asian Indices This Morning - Nikkei -0.75% - Kospi -1.5% India: Cash Market Flows DII +3,235 Cr FII +888 Cr F&O - FII Long/Short maintained at 10/90% - Options Data suggests 22400-22800 as broad range 20 DMA: Key Technical Level to Cross Nifty: 22713 Nifty Bank: 55028 #StockMarket #CuesForToday @CNBCTV18Live

Such a fun watch, this!

Exactly a year since Piyush Pandey passed! But he’s a gift that keeps giving. linkedin.com/posts/blitzkrei…

Pollard as Mumbai Indians Coach is probably the best news one has heard for the team in a long time! I just hope the captain situation is taken care of soon too!

The stark difference! Now visible even in their market cap. Eternal - 292000 Cr Swiggy - 53000 Cr It’s the difference between BlinkIt and Instamart. Food is comparable for both, but in Qcomm, at 3X size, Blinkit is growing 2X in pace, and >600 bps higher contribution margin. The gap is far beyond measure. #Swiggy #Instamart #QComm

CUES FOR TODAY - Gift Nifty +100 Pts after 125 Pt fall yesterday - Brent Crude at $114.2; at 5-month high on Saudi Aramco/Houthi attacks - Big Day for Results: Infosys, BPCL, IndusInd, JSW Steel, Dr Reddy's Q2 today - Wall St tech rout overnight, Asia mostly lower - Jio Platforms IPO, Final day for subscription WALL ST OVERNIGHT Dow +0.02% S&P -1.21% Nasdaq -2.6% Key Stocks that moved? - Moderna -25% on leaked cancer vaccine data; - CoreWeave -10% on debt/cost-of-capital worry - Meta -7.0% on Q3 results + 2:1 split - Tesla -3% on capex outlook - Blackstone +8.4% on upbeat deal outlook Key Events in the US - FOMC Oct 27-28, decision Oct 28 Asian Indices - Nikkei -2.6% - Kospi -3.5% - Hang Seng -3% India Cash Market Flows: - DII +2,891 Cr - FII -3,459 Cr F&O Cues FIIs Net Sell 407 Cr in Index Futures Technical Levels To Track Nifty Spot: 22,688 20 DMA: ~22,790 Nifty Bank Spot: 54,926 20 DMA: 55,141 Top Stocks To Track Today on News - Infosys, BPCL, IndusInd Bank, JSW Steel, Dr Reddy's Q2 results today - Swiggy: Food Delivery steady but Qcomm gap with Blinkit widens - Soft performance from Colgate - Strong Results from Bluestone #StockMarket #CuesForToday @CNBCTV18Live