As reported in Wall Street Journal, US is planning to re-start the war in Iran post mid terms. The wording used is short intense war, same as before 28 Feb starting of war, which stated war will last 96 hours.

Given Netanyahu’s block in Israel is not getting majority and Republicans(Trump) might lose both house, the assessment might change but war seems to be incoming because massive US interceptor missiles are being taken to Israel as detected on flight tracking website.. so please everyone plan accordingly, this might be a reason why Indian market is down

RBI reportedly recommends:
Capital account transactions: Reduce the LRS limit from $250,000 to $0.
Current account transactions: Reduce the limit to $50,000.
Education & healthcare: Kept outside these proposed restrictions.
These are reported recommendations, not necessarily final government policy.

RIL still holds 60 percent of JIO as per google so why is RIL going down despite JIO listing i am not able to understand this. How much is dilution impact.

Quit options after seeing 100% 200% 300% monthly jumps. Today I could've made 30% of my capital in 5 mins but I froze.

I'm not scared of losing - I traded fearlessly for 3 months. But suddenly before every trade my mind goes "what if it goes against me? what if I lose today?"

Crazy part is I've only traded 20 days in the last 60 trading days and all 20 were green. Not a single f*cking red day. And now I'm feeling scared for no reason why?

Anyone been through this?

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Every one of these lists says the same thing: IT/AI, renewables, electronics, infrastructure, healthcare, financials. And the growth numbers are real. The government’s capex this year is ₹12.2 lakh crore, and electronics exports hit $22.2 billion in the first half of FY26.

But a fast-growing sector doesn’t automatically mean good returns. By the time everyone’s talking about it, a lot of the growth is usually already in the price.

IT is the obvious example. It’s on every “growth” list, and it still fell up to 3% on Tuesday over an AI IPO headline. Same sector, but the thing driving the growth story is also the thing people worry could replace the work.

So how do you pick? Do you start with the sector and then find companies, or start with the company and ignore the sector? And is anyone here holding a “hot” sector from two or three years ago? How did it work out?

Posting 10 memes on Tai and PM wont help in deciding which stocks to buy or sell. Same with just rants on government's policies. Very limited discussion on direct stocks is happening in this sub. There are so many subs for discussion on government and individual political leaders.

Q2 FY27 key numbers:

Revenue: ₹436.9 cr, up 42.7% YoY from ₹306.2 cr and up 32.5% QoQ

Gross profit: ₹271.5 cr, up 59%, with gross margin at 62.1% vs 55.8% a year ago

EBITDA: ₹176 cr, up 84.6% YoY and 55.6% QoQ

EBITDA margin: 40.3% vs 31.1% a year ago and 34.3% in Q1

PAT: ₹123.1 cr, up 71.4% YoY from ₹71.9 cr and up 64.2% QoQ

PAT margin: 28.2% vs 23.5%

H1 FY27 key numbers:

Revenue: ₹766.6 cr, up 49.3%

EBITDA: ₹289 cr, up 97.7%, a 37.7% margin

PAT: ₹198.1 cr, up 71%

Segments (Q2)

Advanced Intermediates (pharma intermediates and CDMO): ₹402 cr, up 53.1%

Specialty Chemicals: ₹34.9 cr, down 20%

Guidance and expansion

FY27 revenue growth guidance raised to about 30% from 25%

FY27 EBITDA margin guidance raised to 38-40%

Inaugurated its South Korea facility ahead of schedule, to make high-purity chemicals for photoresists and semiconductor packaging materials

Property, plant and equipment: ₹954.5 cr vs ₹582.8 cr at FY26 end, showing heavy capex

Market reaction

The stock rose about 13-14% to roughly ₹3,796, near its 52-week high of ₹3,900

Takeaways

Margin expansion is the headline. EBITDA grew about twice as fast as revenue, driven by a richer product mix and higher gross margin.

Growth is concentrated in pharma intermediates and CDMO, which are lumpy and customer-driven. Specialty Chemicals is shrinking but is small.

The guidance math is worth noting. With H1 revenue up 49%, a full-year target of about 30% implies H2 growth well below H1's pace, so either guidance is conservative or growth is expected to slow.

Q2 margin of 40.3% is at the top of the 38-40% guided range, so margins could ease in H2.

The South Korea semiconductor chemicals plant adds a new growth leg, but it's early-stage and carries ramp-up risk.

Capex is rising fast, so watch return ratios and cash flow.

With the bumper IPO listing gains of JIO, which was heavily marketed by all brokers and social media delivered exceptional listing gains.

Jio has more market cap now then Airtel. Bharti Airtel stock has holdings of their Africa business, Indus Towers stake included in the valuation.

I am afraid now there will be blind application rush for all IPO going forward by common people without understanding it's implications.

I bought this 1 share for like ~55 rupees and during that time I don’t have much money, like my pocket money got exhausted(I was 19M and today I’m 20)…still I can mostly buy shares of prices around 300 at max😗… but looking at portofolio after every 3months got me excited and sad at the same time… but anyways…

Looking for suggestions on stocks to invest in this Diwali mainly new age stocks and stocks with AI exposure or which are part of the AI supply chain.

Can you guys recommend any stocks? I am a long term investor and would like to take advantage of the AI boom.