Daily Morning Report Date: 08.10.2025
NIFTY OUTLOOK: 25108.30 FII: 1440.66 cr DII: 452.57 cr
As discussed yesterday, market behaviour remained on expected lines during the session. Strong buying confidence and sustained bullish momentum carried Nifty up to our resistance of 25217, marking a high of 25220.90.
BRIGHTCOM
Board to consider incorporation of Brightcom Defence Pvt Ltd and fund centralisation plan on Oct 10.
Board to review proposal for forming Brightcom Defence focused on aerospace intelligence and autonomous defence software.
As per astrology view, some important turning dates are 6th, 10th, 13th & 17th October 2025.
Jyoti (Alembic group) Switchgear Division received order of Rs.43.07 cr. for 11KV VCB Panels (584 Nos) from Gujarat Energy Transmission. CMP Rs.91 v/s life high Rs.208 – attractive.
1. FIIs net long position stands at 7% (highly oversold).
2. PCR at 1.05.
3.India VIX at 10.05.
4. FIIs bought Rs. 1440.66 cr in cash, covered shorts worth Rs. 1549 cr, and booked profits of Rs. 1567.34 cr.
LG Electronics India Ltd. (LGEIL), the country’s leading consumer electronics and home appliances company, has opened its IPO for subscription from 7th to 9th October 2025, marking one of the most anticipated listings in the sector. The company has filed an offer for sale of 10.18 crore shares aggregating up to Rs. 11,607.01 cr., priced between Rs. 1080–1140 per share, implying a post-issue market capitalization of around Rs. 77,380 cr.
India’s electronics manufacturing sector is riding a powerful tide. Over the past decade, the industry has expanded sixfold — from ₹1.9 trillion in FY15 to ₹11.3 trillion in FY25 — while exports surged eightfold, from ₹380 billion to ₹3.3 trillion. Value‐addition has also jumped from about 30% to 70%, with a target of 90% by FY27. Government incentives like the PLI scheme and the Electronics Component Manufacturing Scheme (₹229.2 billion) are fueling this growth.
Equirus on TrentDowngrades To ‘Reduce’ From ‘Add’; Cuts Target Price To ₹4,474 From ₹5,759Premium To Fade As Growth Moderates; Signs Of Growth Fatigue Have Emerged SinceQ2 Is Poised To Be The Fifth Consecutive Quarter Of Sequential Moderation In Topline GrowthQ2 Standalone Revenue Growth Of 17% Marks Lowest Performance In The Past 18 QuartersExpectation Of 26% […]
Tourism Finance Corporation of India Ltd. (TFCIL) is poised for a strategic evolution, with its Board approving an exclusive term sheet to acquire 100% stake in Cosmea Investment Private Limited (CIPL) and its wholly owned subsidiaries and trusts through a dedicated special-purpose vehicle (SPV). This move represents a major step in TFCIL’s journey from a focused tourism finance institution to a broad-based financial services player.
KV Toys India Limited has taken an exciting stride toward expansion by filing its Draft Red Herring Prospectus (DRHP) with the BSE, signaling its intention to bring the magic of play to public markets. This move underscores the company’s commitment to delivering joy, creativity, and innovation across households in India.
Equity:
Nifty: 25,077 (+0.74%)
Sensex: 81,790 (+0.72%)
DIIs: Bought Rs. 5,036 cr
FIIs: Sold Rs. 313 cr
GIFT Nifty: 25,155 (as of 7:30 a.m.)
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