Stock market and valuations
4 articles · 13 insights
Without one-off gains, DLF's own pre-tax profit fell 34%
DLF's September quarter profit rose 10% on a ₹738.71 crore revaluation gain. Take each year's one-off out and its own pre-tax profit fell 34%.
17 October 2026Read more →SEBI changes expiry-day settlement under its closing auction
From 7 December, options and futures expiring that day settle on the last 30 minutes of normal trading again, not the auction price. The auction stays, from 3:30 to 3:40 pm.
17 October 2026Read more →Yes Bank's ₹8,415 crore AT-1 bonds return after court ruling
The Supreme Court restored ₹8,415 crore of Yes Bank's AT-1 bonds, written off in its 2020 rescue. The bank's core equity ratio falls from 14.0% to about 11.5%.
17 October 2026Read more →SEBI proposes major changes in SME IPO rules
SEBI's plan halves the minimum SME IPO bid to ₹1 lakh, drops market making and widens who must list as an SME. Its one tougher rule would have stopped 7 of 122 IPOs in 2026.
16 October 2026Read more →Jio Platforms' IPO price is 2.3x what Meta and Google paid
Jio Platforms' top IPO price of ₹1,119 is 2.3x what Meta and Google paid in 2020. All the money goes to the company, and 91% of it prepays loans.
16 October 2026Read more →Zetwerk's IPO is cheaper than its last private rounds
Zetwerk's IPO price of ₹151 is about 13% below its latest private rounds, yet early investors still make up to 38x, and most of the new money repays loans.
14 October 2026Read more →SIP money shrank after the 2020 crash and not during it
Through 4 big Nifty 50 falls since 2020, SIP money kept rising. The only pullback came after the 2020 bottom, and stopping then cost a ₹10,000 SIP up to ₹1.19 lakh.
11 October 2026Read more →SoftBank's AceVector bet lost 92% of its value on IPO
AceVector's IPO paid every seller ₹32 a share. SoftBank's Starfish had paid ₹382.40, so it got back just 8%; an early investor got 5.4 times his cost.
9 October 2026Read more →How a market maker ended up with 89% of S.K. Offset's IPO
SMC's subsidiary was S.K. Offset's biggest anchor investor, SMC was its market maker, and SMC bought 97% of the shares traded on listing day.
6 October 2026Read more →RBI makes it easier to build stakes in payments banks
Mutual funds, insurers and pension funds can now rebuild a stake of up to 10% in a payments bank under one RBI approval, without applying again each time.
2 October 2026Read more →Should you stop your SIPs?
Since 2020, SIP investors kept paying through 4 big Nifty 50 falls. They pulled back once, after the COVID crash, costing ₹1.19 lakh on a ₹10,000 SIP.
29 September 2026Read more →NSE brings in Augmont to wake up its gold receipts
NSE made an Augmont company a partner to promote its gold receipts. On 25 September they traded ₹1.88 crore, against ₹568.67 crore in gold ETFs.
28 September 2026Read more →India's IPO year so far: 228 listings, ₹1.13 lakh crore
228 IPOs raised ₹1,12,941 crore between 1 January and 21 September 2026. 78% of the money came in the last 3 months, and finance alone took a third of it.
23 September 2026Read more →RBI rejects Tata Sons' bid to avoid a stock market listing
The RBI has refused to let Tata Sons escape the NBFC rules, so the unlisted Tata holding company may finally have to list.
16 September 2026Read more →Greasing the wheel
How the price of a barrel of Gulf oil limits RBI policy, widens the fiscal deficit, weakens the rupee and raises the discount rate on Nifty growth stocks.
5 April 2026Read more →Are we paying tomorrow's returns today?
Are investors paying today for returns that would normally come tomorrow? What the CAPE ratio says about Indian share prices and the returns that follow.
12 March 2026Read more →How systematic are SIPs?
Do investors keep their SIPs running when the market falls, or stop out of fear? A test of whether SIP money really steadies Indian shares.
24 February 2026Read more →