In today’s Business Today Market Show, we break down CCL Products’ strong Q2 earnings performance, with revenue, profit and margins posting robust growth. The management discussed demand trends, volume guidance, retail expansion strategy and the outlook for the next two quarters. In Segment 2, we shift to the markets, decoding the day’s biggest movers, sector trends and key triggers driving investor sentiment. Our technical expert shares top intraday and positional trading ideas, along with crucial support and resistance levels for the broader market.
BTTV brings you a new market show - 'Daily Calls,' where you can gain invaluable insights and clarity on your market queries through our live sessions featuring expert analysts. Whether you're confused about where to invest, how to invest, or how to build and structure your portfolio.
In today’s Market Guru segment, we break down the LIC MF Banking & Financial Services Fund, a high-conviction portfolio focused entirely on India’s financial growth story. The fund holds 33 stocks, with 69% allocation in the top 10 and over 98% exposure to banks and NBFCs. Major holdings include HDFC Bank, ICICI Bank, Axis Bank, Kotak Bank, SBI, Shriram Finance, and PFC. With a Portfolio P/E of 16.22 and P/B of 2.23, valuations appear reasonable considering the long-term credit expansion cycle. We discuss performance, risks, concentration strategy, and whether investors should consider SIPs for the next 3–5 years. Perfect for those tracking the banking sector’s role in India’s growth journey.
In this edition of Market Guru, Business Today speak to Yogesh Patil, CIO of LIC Mutual Fund, on why the fund is sharply increasing exposure to both public sector and private sector banks. Patil highlights that NPAs are at the lowest levels in a decade, corporate balance sheets are stronger, and credit growth is being driven more by consumers than corporates. With inflation moderating and interest rates stable, he believes the banking sector is entering a healthy and profitable phase. Patil expects double-digit credit growth to sustain over the next few years, supported by improving economic momentum and regulatory oversight. He explains why consumer-focused banking franchises could outperform and how LIC MF is positioning portfolios to benefit from India’s long-term financial growth cycle.
In this conversation, we break down the latest Q2 earnings from Paytm and Delhivery, and decode what it means for investors. Our expert notes that while Paytm’s reported profit was impacted by a one-off adjustment, its operational performance remains strong, and the second half could see better traction in revenue and margins. With improving sentiment in the fintech space and Paytm’s inclusion in the MSCI Index, long-term investors with a 12–18 month horizon can consider it a structural opportunity. On the other hand, Delhivery’s Q2 loss and leadership changes raise concerns. Despite strong shipment volumes, inconsistency in earnings remains a key issue. The advice: hold and wait for clarity, rather than fresh buying.
BTTV brings you a new market show - 'Daily Calls,' where you can gain invaluable insights and clarity on your market queries through our live sessions featuring expert analysts. Whether you're confused about where to invest, how to invest, or how to build and structure your portfolio.
In this insightful conversation, Mihir Vora, CIO of Trust Mutual Fund, breaks down the latest portfolio strategy shifts as the fund increases exposure to public sector and select private sector banks, while trimming allocations in capital market intermediaries. He explains why improving credit growth, especially in MSME and corporate lending, has strengthened the investment case for PSU banks, narrowing the growth gap with private banks. Vora also shares his continued positive view on NBFCs, along with sectoral opportunities in auto ancillary and domestic manufacturing-driven themes. With market triggers such as evolving India–US trade dynamics and fiscal stability, he outlines why India’s structural growth story remains intact. A must-watch for investors tracking banking and cyclical plays.
Motilal Oswal in its latest report has raised Nifty EPS estimates for FY26 and FY27 after a better-than-expected Q2 earnings season, led by commodities, cement and midcaps, while smallcaps continue to lag. Brokerages also released key stock outlooks across sectors after recent Q2 earnings. Key focus areas are cement pricing pressure, margin recovery in autos, steady pharma growth and strong operating trends in hotels and fintech. We decode who beat estimates, who missed, and where markets may be headed next.
In an exclusive conversation, Harsh Jain, Whole-Time Director and COO of Billionbrains Garage Ventures Ltd (Groww), speaks about the remarkable rise of mutual fund investments on the Groww platform. He explains how one in every three SIPs in India now runs through Groww, reflecting the platform’s strong reach and trust among new investors, especially from tier-2 and tier-3 cities. Jain discusses the company’s journey from simplifying mutual funds to expanding its product range, and shares insights on the future of investing, monetisation, and long-term customer engagement. Tune in to understand how Groww plans to sustain its leadership and contribute to the next phase of India’s mutual fund revolution.
Market veteran Daljeet Singh Kohli says gold’s movement isn’t driven by fundamentals - it’s ruled by sentiment, inflation, and central bank policies. Unlike equities, gold has no measurable intrinsic value, making it a hedge against uncertainty rather than a growth asset. Kohli believes global instability and inflation concerns will keep gold steady in the near term, but warns new investors to moderate their expectations. “If you entered at ₹100, fine. But at ₹150, don’t expect the same returns,” he says. His advice: hold if you already own, but avoid chasing fresh highs. Gold, he adds, will stay relevant—but not rewarding in the short run.
In this exclusive conversation, Harsh Jain, Whole-Time Director and COO of Billionbrains Garage Ventures Ltd (Groww), shares his perspective on the rising competition in India’s discount broking space. With larger players and conglomerates, including Reliance Industries, eyeing the sector, Jain explains why this surge in interest validates the massive growth potential of the industry. He discusses Groww’s long-term strategy, its strong in-house technology, focus on customer experience, and the trust it has built over time. Jain also outlines why he believes India’s broking market can expand tenfold in the coming years — and how Groww plans to stay ahead of the curve through innovation, agility, and customer-first thinking.
In this episode of Business Today TV’s Market Guru Series, Daljeet Singh Kohli, Head of Equity at Roha Asset Managers LLP, shares his outlook on India’s stock markets and where investors should focus next. Kohli believes the market is entering a strong growth phase supported by robust policy action, liquidity, and improving sentiment. He expects small and midcaps to outperform in the coming months as earnings upgrades replace the recent downgrades. Sectors like consumption, BFSI, and select chemicals are showing promise, while he remains cautious on global trade uncertainties. Kohli says India’s growth-first approach and resilient corporate earnings signal that the second half of FY25 could deliver strong returns for patient investors.
The much-awaited Groww IPO has opened for subscription, with the firm setting a price band of ₹95–₹100 per share, targeting a valuation of over ₹61,700 crore. The ₹6,632.30-crore public issue of Billionbrains Garage Ventures Pvt Ltd, the parent company of Groww, is open from November 4 to November 7. In this discussion, we break down all the key details of the IPO — from valuation and subscription trends to investor interest and market outlook. Joining us is Harsh Jain, Whole-Time Director and COO of Billionbrains Garage Ventures Ltd (Groww), who shares insights into the company’s journey, business fundamentals, and future growth plans.
In a conversation with Business Today TV, Mayuresh Joshi, Director – Research at William O’Neil India, shares his insights on the key sectors to watch in the current market scenario. Joshi highlights opportunities in auto ancillary and power ancillary stocks, backed by strong earnings visibility and structural demand recovery. He also points to selective strength in the chemical sector, driven by margin stability and export demand. On the banking front, Joshi remains optimistic about public sector banks such as Bank of Maharashtra and Bank of India, citing improving balance sheets and credit growth trends. Discussing the oil marketing space, he notes that gross refining margins (GRMs) are improving, though crude price volatility remains a key risk to watch.
India’s IPO market is on fire with record fundraising and investor participation. From consumer tech to fintech, the listings keep coming- Groww, Lenskart, and Pine Labs leading the charge.Over ₹1.13 lakh crore worth of public issues are lined up for November-December, led by big names like Groww, Lenskart, Pine Labs, and PhonePe. Over 80 companies are planning to tap the market amid strong investor sentiment and SEBI approvals. Business Today TV tracks the biggest listings and expert views on what’s driving the IPO boom in India.
BTTV brings you a new market show - 'Daily Calls,' where you can gain invaluable insights and clarity on your market queries through our live sessions featuring expert analysts. Whether you're confused about where to invest, how to invest, or how to build and structure your portfolio.
Business Today TV’s conversation with Manish Sonthalia, CIO, Emkay Investment Managers, dives deep into market valuations, sectoral shifts, and long-term investment themes. Sonthalia shares why he’s leaning towards consumer discretionary, where rising income levels and urban consumption trends could drive strong earnings momentum. He also discusses opportunities in financials, manufacturing, auto, and select capital goods, while urging caution in overvalued pockets of the market. Tune in to understand where the smart money is moving, how to navigate high valuations, and which sectors could outperform in 2025.
Aastha Chopra of BTTV spoke to Amrish Rau, CMD and CEO of Pine Labs, who confirmed the company is steering clear of lending and NBFC licensing, staying purely a technology-first fintech. He said Pine Labs is clocking nearly 60% GTV growth, 50% rise in transactions, 30% merchant addition annually, and delivering around 20% adjusted EBITDA. Rau clarified they monetise technology platforms for banks, retailers and financial institutions, not MDR margins. With all top five banks, top offline retailers and leading e-commerce and q-commerce players as clients, Pine Labs is preparing for its IPO and plans to use the proceeds to scale globally and deepen product innovation across fintech services.
Aditya Khemka, CIO at InCred Asset Management, shares why he believes selective PSU banks and NBFCs could outperform in the coming quarters. He explains how large PSU banks have almost caught up with private banks on key operational metrics such as volume growth, NPAs and ROIs — yet continue to trade at significant valuation discounts. Khemka argues that as these operational gaps narrow, PSU bank valuations are likely to converge towards private peers. He also highlights opportunities in secured and MSME-focused NBFCs, supported by government loan guarantees and improved asset quality.
Lenskart’s ₹70,000 crore IPO has set the Street abuzz! From a July valuation of ₹8,500 crore to a steep ₹70,000 crore public issue - the eyewear giant’s pricing has sparked heated debate. With a P/E multiple of 235x, investors are questioning if the valuation is justified. Market veteran Shankar Sharma calls it “a steal,” while others term it “excessive optimism.” CEO Peyush Bansal says the backlash shows that “people care.” In this special Business Today TV report, we decode the numbers, investor sentiment, and what lies ahead for one of India’s most awaited IPOs.
The Lenskart IPO has created a buzz across Dalal Street - with full subscription from retail, QIBs, and employees, and marquee investors like Radhakrishna Dhamani joining in. But with valuations at premium levels, is there more than meets the eye? Business Today TV decodes the investor euphoria, mutual fund participation, and whether Lenskart’s growth story truly supports its price tag.
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