Soumeet Sarkar
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Jio IPO Price Band, Valuation: What It Means For RIL And Bharti Airtel
A strong Jio Platforms listing could provide a positive read-through for telecom-sector sentiment. Conversely, a muted debut or sustained pressure on Jio's shares could limit hopes of a sector-wide re-rating.
- Wednesday October 14, 2026
- Author: Soumeet Sarkar, Pratiksha Thayil
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Air Traffic Growth Hits Turbulence: Why India's Domestic Passenger Numbers Are Falling
The consecutive declines in the past four months raise questions over whether India's aviation boom is entering a temporary period of capacity and demand adjustment.
- Thursday October 8, 2026
- Author: Soumeet Sarkar, Pratiksha Thayil
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RBI Rate Hike Playbook: PNB, Axis, Others Poised To Gain As Morgan Stanley Picks Top Banking, HFC Winners
According to Morgan Stanley estimates, banks with a higher share of repo-linked loans are likely to benefit the most from a 25-basis-point increase.
- Wednesday October 7, 2026
- Author: Soumeet Sarkar, Pratiksha Thayil
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Nephroplus Block Deal: Investcorp, Bessemer, Promoters Likely To Offload Stake In Up To Rs 650-Crore Sale
The offer price has been set at Rs 705 per share, representing a 5% discount to Nephrocare Health Services' closing price of Rs 741.90 on Wednesday.
- Wednesday September 23, 2026
- Author: Soumeet Sarkar, Pratiksha Thayil
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Sedemac Block Deal: HDFC Life Among Three Holders Likely To Sell Rs 1,330-Crore Stake
A91 Emerging Fund, Xponentia Opportunities Fund and HDFC Life are likely to be among the sellers.
- Wednesday September 23, 2026
- Author: Soumeet Sarkar, Pratiksha Thayil
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Pine Labs Block Deal: Mastercard Asia-Pacific To Exit With Rs 890-Crore Stake Sale
The floor price represents a 7.33% discount to Pine Labs' previous closing price of Rs 193.70 per share.
- Monday September 21, 2026
- Author: Soumeet Sarkar, Pratiksha Thayil
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What Happens If US Imposes 100% Tariff On Russian Oil Buyers? IOCL, BPCL & HPCL Face Risk
The Lindsey Graham Sanctioning Russia and Iran Act of 2026, signed into law by US President Donald Trump on September 18, authorises tariffs of up to 100% on countries among the largest buyers of Russian energy.
- Monday September 21, 2026
- Author: Soumeet Sarkar
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Lenskart Block Deal: ADIA Arm To Sell Rs 2,047-Crore Stake At 3.5% Discount, Say Sources
Platinum Jasmine A will sell shares equivalent to a 1.7% stake in the eyewear retailer.
- Friday September 18, 2026
- Author: Soumeet Sarkar, Pratiksha Thayil
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Cochin Shipyard In Focus: Govt OFS Not On The Cards, Says Management
Cochin Shipyard has recently entered into a 50:50 joint venture with DP World's Drydocks World to operate and expand the International Ship Repair Facility in Kochi.
- Tuesday September 15, 2026
- Author: Soumeet Sarkar
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NSE IPO Risks: Retail F&O Reliance, Expiry-Day Jitters Among 7 Potential Headwinds For Investors
The critical variables to monitor will therefore be regulatory policy, F&O volumes, retail participation, market share, revenue diversification and NSE's ability to maintain its technological edge.
- Friday September 11, 2026
- Author: Soumeet Sarkar, Pratiksha Thayil
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NSE IPO: Where World's 7th Largest Exchange Will Stand Vis-A-Vis Nasdaq Post D-Street Debut
NSE is set to command a valuation that places it among the world's most valuable listed exchange operators, although its valuation multiple remains significantly higher than those of most global peers.
- Friday September 11, 2026
- Author: Soumeet Sarkar, Pratiksha Thayil
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Biocon Block Deal: True North Likely To Sell Rs 640-Crore Stake, Sources Say
True North is likely to offload 1.7 crore Biocon shares at Rs 385 apiece, a 2% discount to the current market price.
- Tuesday September 8, 2026
- Author: Soumeet Sarkar, Noor Ul Haq
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Coal India 2.0: From Coal Giant To Holding Company?
On Dalal Street, pure holding companies are generally assigned a discount of 25% to 50%.This risk is now relevant for Coal India.
- Thursday September 3, 2026
- Author: Soumeet Sarkar, Pratiksha Thayil
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Gland Pharma Promoter Likely To Sell 5% Stake Via Rs 2,279 Crore Block Deal
Fosun Pharma Industrial held a 51.77% stake in Gland Pharma as of June, making it the company's largest shareholder.
- Thursday September 3, 2026
- Author: Soumeet Sarkar, Pratiksha Thayil
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Meesho Block Deal: SoftBank Likely To Sell Rs 1,435 Crore Stake At 3% Discount
SoftBank'sspecial purpose investment vehicle and subsidiary SVF II Meerkat DE is looking to sell 7 crore shares for a floor price of Rs 205 per share.
- Wednesday September 2, 2026
- Author: Soumeet Sarkar, Prajwal Jayaraj