News

When a company makes a key management change—especially in the finance function—it’s worth paying attention. For Suzlon Energy Ltd (hereafter “Suzlon”), the appointment of a new Group Chief Financial Officer (CFO) is a signal of intent. But as an investor, the real question is: Does this move materially change the sheet for Suzlon? And should you buy the stock?

What’s Happening

Suzlon has appointed Rahul Jain as its new Group CFO, with effect from December 15, 2025. Business Today+1 Jain brings over two decades of experience in corporate finance, having spent nearly 17 years at SRF Ltd, where he was involved in financial transformation, cost control, and capital management. The Economic Times+1 The appointment came at a time when Suzlon stated it was entering a “next phase of growth and transformation” and required stronger financial governance. Business Today+1 The market responded: shares of Suzlon rose about 4-4.5 % on the announcement. Business Today+1

Why It Could Be Good News

1. Governance and discipline
In a capital-intensive business like wind turbines and renewable energy solutions, in which Suzlon is in, strong financial leadership matters. A CFO who has experience with transformation (streamlining systems, cost control, capital allocation) may help improve the company’s financial health. For investors seeking the “best Indian stock advisor” style clarity, this appointment ticks a governance check-box.

2. Growth preparation
Suzlon is in a sector facing long cycles, high upfront investment, and regulatory/international risks. Having a CFO whose mandate is to strengthen the balance sheet, improve profitability and navigate growth gives the company a better chance of execution.

3. Positive market signal
Investor markets like changes that reduce uncertainty. The share-price uptick suggests investors view the appointment as credit positive — at least in the short term.

Why Caution Is Still Warranted

1. Change is necessary but not sufficient
Appointing a competent CFO is step one. The real impact comes from execution: debt reduction, margin improvement, order book conversion, and international expansion. If these don’t follow, the appointment may get little traction.

2. Sector and business risk remain
Suzlon operates in wind/renewables: high capex, technology risk, component cost inflation, supply-chain and regulatory uncertainty. A strong CFO can help navigate these, but cannot eliminate them.

3. Valuation and expectations
The announcement is already partly priced in via the ~4 % rise in share price. If one buys purely on the CFO hire, one may be assuming the improvement in results is immediate, which may be overly optimistic.

Should You Buy?

Here’s a framework to decide whether this news nudges Suzlon into a “buy” territory for you:

When you might consider buying

• You believe that Suzlon’s recent order book is strong and that the CFO will convert that into cash flow, profitability, and deleveraging.
  
• You accept mid-to-high risk (renewables, cyclical, conversion risk) in exchange for potential upside.
  
• The valuation looks reasonably attractive, given the risk, meaning you’re not paying a high premium just for potential.
  
• You’re comfortable with the long-horizon: this isn’t a quick flip story but an execution story.
  

When you might wait (or hold off)

• If you want proof that the CFO’s appointment is translating into results (next 1–2 quarters).
  
• If you prefer lower-risk names in renewables and want to see clearer margins and cash-flow improvement.
  
• If the valuation looks rich relative to the risk and you’d prefer a margin of safety.
  

progression becomes clearer. And keep the investment size aligned with the risk.

Conclusion

In summary, Suzlon Energy’s appointment of Rahul Jain as CFO marks a meaningful step in strengthening its financial leadership, governance, and growth posture. For investors and market watchers — including those looking for insights on large-cap or mid-cap stocks — this change is more than cosmetic. It signals intent, readiness, and an alignment of the finance function with the company’s strategic future.

If Suzlon executes under this new financial leadership with progress on profitability, balance-sheet strength, and growth leverage, that could influence its competitive position and investor perception. At the same time, the transition must be followed by tangible results — those will ultimately reinforce the signal this appointment sends.

For those monitoring the renewable energy space, corporate governance developments, or evaluating stocks through the lens of leadership quality, Suzlon’s move is one to note.

Disclaimer Note: The securities quoted, if any, are for illustration only and are not recommendatory. This article is for education purposes only and shall not be considered as a recommendation or investment advice by Equentis – Research & Ranking. We will not be liable for any losses that may occur. Investments in the securities market are subject to market risks. Read all the related documents carefully before investing. Registration granted by SEBI, membership of BASL & certification from NISM in no way guarantee the performance of the intermediary or provide any assurance of returns to investors.

The IPO market continues to attract investors who are looking for opportunities in different sectors. Among the upcoming listings, Orkla India, Lenskart Solutions, and Studds Accessories have gained attention due to their brand presence and sector relevance. These companies operate in different industries, which creates distinct investment profiles. Here is what we currently know about each IPO, along with a comparison to help investors form a practical view.

Orkla India IPO

Orkla India Limited manufactures and markets well-known food brands in India. The upcoming IPO is structured as an Offer for Sale, meaning existing shareholders will sell their stakes and the company will not receive fresh capital. The issue size is planned to be around ₹1,650-1,700 crore. The price band is expected to be in the mid-₹700 range. The minimum lot size will likely be small, making it accessible for retail investors.

Focus areas
Orkla India has a steady business with presence in packaged foods, which is a stable consumption segment. Demand for ready-to-cook and packaged products has expanded over time. The listing could help in increased visibility and brand recall.

Key risk
Since the IPO does not include fresh funds, the company will continue to rely on internal accruals for expansion and capability enhancement. Growth rate may not accelerate significantly due to limited new capital.

Lenskart IPO

Lenskart Solutions is one of India’s leading eyewear retailers. The company has an online and offline network, which gives it wide reach and consumer access. The planned issue size is expected to cross ₹2,000 crore, and the pricing may place it among larger retail listings of the year. Unlike Orkla India, this IPO will include both a fresh issue and Offer for Sale.

Focus areas
The fresh funds are likely to support new store openings, supply chain strengthening and technology investments. Eyewear penetration in India is still growing and working population growth supports demand.

Key risk
Valuation may be on the higher side because of growth expectations. Execution risk exists due to competition from both organised brands and local optical shops.

Studds Accessories IPO

Studds Accessories manufactures helmets and two-wheeler accessories. The company has a strong presence in its product category, supported by brand recall in the automotive aftermarket. The IPO is expected to be an Offer for Sale only, with a likely issue size in the ₹1,200-1,300 crore range. The price band may be around the mid-₹500 range.

Focus areas
Rising focus on road safety and growth in two-wheeler ownership provide industry tailwinds. Studds has manufacturing capabilities that support scale and product range expansion.

Key risk
Similar to Orkla India, there will be no new capital infusion. Performance may depend mainly on two-wheeler industry growth and consumer discretionary spending. Competitive pressure is also present due to various domestic brands.

Comparison of Key Elements

Factor	Orkla India	Lenskart	Studds Accessories
Sector	Packaged foods	Eyewear retail	Automotive accessories
Issue structure	Offer for Sale	Fresh issue + OFS	Offer for Sale
Use of funds	No new capital	Expansion and technology	No new capital
Growth profile	Stable demand	Faster growth potential	Moderate growth tied to auto demand
Risk view	Limited expansion funds	High valuation and competition	Dependency on two-wheeler market

What type of investors might prefer each IPO

• Orkla India may suit investors who prefer consumer-focused companies with predictable sales patterns. It might appeal to those who want less volatility.
  
• Lenskart may attract investors who are willing to take higher risk for growth possibilities through an expanding retail and e-commerce presence.
  
• Studds Accessories may interest investors who see opportunity in the automotive accessory segment and expect rising helmet usage due to safety regulations.
  

Other factors to track

Investors should also consider market mood, overall liquidity in equity markets, and financial performance after listing. Valuation discipline is important in IPOs, because strong demand can sometimes raise price expectations higher than actual growth potential.

It is useful to review revenue consistency, profitability track record, debt levels and long-term expansion strategy. Diversifying IPO investments across different sectors can help reduce portfolio risk.

Final thoughts

Orkla India, Lenskart and Studds Accessories each bring something different to the IPO lineup. The decision to invest should depend on the investor’s goals, risk tolerance and time horizon. Those who want steady business performance may lean more toward Orkla India. Investors searching for business expansion and market penetration might explore Lenskart. People who believe in the future growth of two-wheeler accessories may consider Studds.

IPO investing works better when supported by research and realistic expectations. Evaluating fundamentals before applying helps in avoiding short-term market noise and focusing on long-term value.

If you want, I can also prepare a quick scorecard comparing financial metrics once the final numbers are confirmed.

Disclaimer Note: The securities quoted, if any, are for illustration only and are not recommendatory. This article is for education purposes only and shall not be considered as a recommendation or investment advice by Equentis – Research & Ranking. We will not be liable for any losses that may occur. Investments in the securities market are subject to market risks. Read all the related documents carefully before investing. Registration granted by SEBI, membership of BASL & certification from NISM in no way guarantee the performance of the intermediary or provide any assurance of returns to investors.

The Lenskart IPO is set to attract attention among investors watching India’s retail and consumer-facing sectors. With the brand’s presence in both online and physical stores, and its focus on affordable vision solutions, the public offer may be considered by many who look for opportunities in growing markets like eyewear retail. Here are ten important points about the upcoming IPO that can help you approach it with a balanced view.

1. IPO Dates

The Lenskart Solutions Limited IPO is scheduled to open for subscription on 31 October 2025 and close on 4 November 2025. Investors can submit bids only between these dates. The basis of allotment is likely to be finalized shortly after the closing date, followed by the listing on the stock exchanges.

2. Price Band

The price band for the IPO has been fixed in the range of ₹382 to ₹402 per share. The final price will depend on the demand generated during the book-building process. This price reflects the company’s current valuation expectations and growth potential.

3. Lot Size and Minimum Investment

Retail investors must apply for at least 37 shares, which forms one lot. Based on the upper price band, the minimum investment amount comes to roughly ₹14,874. Investors who want to apply for more can bid in multiples of 37 shares. There is a maximum limit for retail investors to ensure wider participation.

4. Total Issue Size and Structure

The IPO includes both a fresh issue of shares and an offer for sale (OFS) by existing investors.
• The fresh issue will raise capital to support business growth.
• The OFS allows early stakeholders to partially liquidate their holdings.

The combined size of the IPO is expected to be in the range of ₹7,000 to ₹7,300 crore, although the exact amount will depend on final pricing and subscriptions.

5. Investor Category Allocation

The distribution of shares follows SEBI guidelines.
• Qualified Institutional Buyers (QIBs) will receive a major portion of the allocation, close to three-fourths of the offer.
• Non-Institutional Investors (HNIs) may get around fifteen percent.
• Retail Investors are expected to receive about ten percent of the issue.

This structure shows the role of institutional participation in price discovery for this issue.

6. Lenskart’s Business and Growth Outlook

Lenskart operates in the eyewear retail sector, offering eyeglasses, lenses and sunglasses through online platforms and offline stores. It follows a vertically integrated model which includes product design, manufacturing and distribution. This helps the company manage pricing and quality better.

The business has expanded rapidly in recent years across India and into international markets. The rise in vision-related needs, higher screen time and growing urban awareness of eye health support demand in this sector. In recent years, the company has managed to move from losses into profit, signaling improvement in operational efficiency.

7. Objectives of the IPO

The fresh capital from the IPO will be directed toward:
• Opening new Company-owned, Company-operated stores in India
• Funding lease payments and store expansion activities
• Improving technology and cloud infrastructure for online operations
• Enhancing brand presence and customer reach
• General corporate requirements

These investments are planned to continue widening the company’s footprint in India and strengthen its long-term business model.

8. Valuation and Market Positioning

The company is estimated to be valued in the billions of dollars range through this IPO. It has built a recognizable brand and a network of thousands of stores across both domestic and overseas markets. Its position benefits from a shift in customer preferences toward organized retail in eyewear, replacing traditional unorganized players.

9. Possible Risk Factors

Before applying for the IPO, investors should consider a few factors:
• Lenskart has experienced losses in earlier years, which means the business is still building consistent profitability.
• A portion of its inventory is dependent on imported materials, which creates cost uncertainties.
• Consumer lifestyle trends can shift quickly, leading to changes in demand.
• Market sentiment during listing can influence short-term performance even if business fundamentals remain intact.

Investors should assess these risks against their financial goals and risk tolerance.

10. How Investors May Approach the IPO

If you are thinking of applying, ensure:
• Your demat and UPI/ASBA banking setup is ready before the opening date
• Your investment amount fits within your overall financial plan
• You have a clear approach, whether for listing gains or a longer-term view

Retail allotment may depend on overall subscription trends, so investors should keep expectations realistic.

Conclusion

The Lenskart IPO presents a chance to participate in a business that is growing in a category with rising consumer needs. Its expansion plans and technology-enabled retail model support its future direction. At the same time, investors must weigh the risks linked to retail competition, cost fluctuations and shifting market conditions. Considering your portfolio balance and personal financial objectives before applying will always be the smartest way to approach any IPO.

If you want, I can also prepare a quick comparison of key metrics like revenue growth, profit margins and store expansions from the last three years to help you evaluate the company more independently.

Disclaimer Note: The securities quoted, if any, are for illustration only and are not recommendatory. This article is for education purposes only and shall not be considered as a recommendation or investment advice by Equentis – Research & Ranking. We will not be liable for any losses that may occur. Investments in the securities market are subject to market risks. Read all the related documents carefully before investing. Registration granted by SEBI, membership of BASL & certification from NISM in no way guarantee the performance of the intermediary or provide any assurance of returns to investors.

Gold has long been viewed as a dependable store of value. Investors turn to it during periods of economic uncertainty, inflation, and market volatility. Yet no asset moves in a single direction. This week, gold prices saw a noticeable decline, creating concern among investors who use gold as part of their risk-management strategy. A drop like this can trigger questions about whether gold still holds its importance in a portfolio.

What Is Driving the Recent Decline

Gold prices shift due to multiple influencing forces. When interest rates rise, fixed-income options such as bonds become more attractive. Investors may shift funds toward assets that offer defined returns, reducing demand for gold. A stronger domestic currency can also weigh on gold because global gold pricing largely happens in dollars. If the dollar strengthens, gold becomes costlier for other currencies, which may reduce demand.

Market sentiment plays a role as well. When investors feel positive about economic growth or corporate earnings, they often move toward equities. This rotation away from safe assets can temporarily weaken gold prices. These movements show that gold reacts to financial conditions and human behavior.

How Long-Term Investors Should View This Decline

Short-term price changes often disrupt investor confidence. However, many people hold gold for reasons that operate across longer time frames. If your purpose is to hedge against inflation, currency weakness, or market volatility, a weekly decline does not alter that logic. Gold’s value appears more consistent when viewed through years instead of days or weeks.

Some investors might even find opportunity in this phase. Over time, when stocks rise sharply while gold remains stable or declines, portfolios may drift away from their target asset allocation. Lower gold prices can offer a chance to rebalance by increasing exposure at reasonable levels. Strategic allocation ensures that gold continues to play its role during unpredictable market cycles.

Avoiding Emotional Reactions

Selling gold purely due to a recent decline may cause long-term setbacks. When investors exit assets during weakness, they risk missing recovery phases that often follow. Gold has historically supported portfolios during difficult economic moments, though timing of such support may not be obvious in advance.

Emotional reactions can also lead to abandoning long-term plans. Investors benefit when they acknowledge risk but act based on their objectives rather than fear. Patience often helps navigate temporary volatility.

The Importance of Diversification

A week like this strengthens a core investment principle: no single asset can solve every market condition. Gold is useful in a diversified portfolio because its price behavior does not always move with stocks or other assets. When stocks weaken, gold can help reduce swings. When gold softens, equities might support overall performance.

Diversification spreads risk. It eases pressure on any single asset to perform at all times. Gold’s decline encourages a check on whether the portfolio still carries a mix of equities, debt, and alternative assets that align with personal financial goals.

Reviewing Risk Tolerance and Strategy

Not every investor has the same capacity to handle volatility. If price drops cause worry or confusion, it may be useful to review your risk tolerance. A smaller gold allocation that feels comfortable is usually better than a large position that triggers stress.

Short-term traders might interpret such declines differently from long-term investors. A trader could explore quick opportunities, while a long-term investor can stay focused on outcomes that take shape over years. The key is maintaining a strategy aligned with your personal timeline.

Monitoring Economic Factors

Understanding broader economic signals helps guide better decisions. Inflation levels, central bank actions, currency movements, geopolitical developments, and demand from both investors and industries can all affect gold prices. Watching these elements regularly keeps investors prepared instead of surprised.

Physical gold owners may also think about liquidity and storage cost, while those holding gold through financial instruments may consider management fees or performance tracking. Choosing the right format to hold gold ensures it fulfills the purpose you expect from it.

Conclusion

This week’s gold-price decline does not necessarily signal weakness in gold’s importance within an investment portfolio. It reflects the natural movement of markets influenced by rates, currencies, and shifting sentiment. Instead of reacting quickly, investors can use this moment to review asset allocation, ensure diversification, and maintain discipline toward long-term goals.

Gold remains a valued component for many investors seeking balance and risk control. Whether this decline continues or rebounds soon, staying informed and committed to a clear strategy will support stronger financial decisions. A stable investment approach comes from understanding assets like gold beyond their week-to-week changes, so your portfolio continues working for you through all phases of the market.

Disclaimer Note: The securities quoted, if any, are for illustration only and are not recommendatory. This article is for education purposes only and shall not be considered as a recommendation or investment advice by Equentis – Research & Ranking. We will not be liable for any losses that may occur. Investments in the securities market are subject to market risks. Read all the related documents carefully before investing. Registration granted by SEBI, membership of BASL & certification from NISM in no way guarantee the performance of the intermediary or provide any assurance of returns to investors.

Tata Motors has undergone a significant transformation in its corporate structure through the formal demerger of its Passenger Vehicles (PV) and Commercial Vehicles (CV) businesses. This transition involves renaming the existing company to Tata Motors Passenger Vehicles Ltd., which will operate the passenger car and electric vehicle divisions. The commercial vehicles business will exist as a separate entity and is expected to be listed independently at a later stage. The move reflects the management’s strategic intent to create focused verticals aligned with distinct growth opportunities and customer needs within the automotive sector.

The demerger process has been shaped by clear business rationale. Passenger vehicles and commercial vehicles cater to different markets, follow unique demand cycles, and require differentiated capital allocation strategies. By establishing independent corporate structures, each business unit will have greater operational flexibility and governance focus. This separation is anticipated to help both divisions strengthen competitiveness and pursue tailored technological development.

Structure of the Demerger

Post demerger, Tata Motors Passenger Vehicles Ltd. will house the passenger vehicles business, including internal combustion engine cars and the fast-expanding electric vehicle segment led by Tata EV Co. The transformation underscores the company’s ongoing emphasis on sustainable mobility, given the rising adoption of electric vehicles across India. The commercial vehicles division will be demerged into a separate company that continues to build trucks, buses, and other large mobility solutions.

Shareholders of Tata Motors will retain ownership in both entities in the same proportion. For investors, this ensures continuity as well as direct exposure to the performance of each business line once the listing takes place. The listing of the CV company is planned for a future date after completing procedural and regulatory requirements.

Strategic Rationale

The Indian automotive market has grown more segmented over time. Passenger vehicle buyers prioritize comfort, driving experience, features, and sustainability. The commercial vehicle market is influenced by macroeconomic conditions, fleet operator profitability, logistics demand, and industrial activity. These differences make business specialization and market responsiveness critical.

The PV business has experienced strong consumer traction over recent years, supported by modernization of product design, advanced technology integration, and electric vehicle adoption. EVs form a prominent part of Tata Motors’ vision, and the separate structure will help accelerate investments in battery innovation, charging infrastructure partnerships, and new product platforms.

The CV business will focus on strengthening its leadership in goods and passenger transportation segments. Priorities include fleet services, connected mobility, alternative fuel technologies, and upgrades to address evolving regulatory norms.

Financial and Operational Implications

The independent operating models will facilitate improved capital efficiency. Each business can raise funds more effectively based on its own strategy, risk profile, and market appeal. Clear allocation of resources will reduce internal competition for investment and enable sharper cost management.

Operational autonomy can support faster decision-making. Innovation roadmaps in both arms can progress without the need to balance divergent engineering priorities. The demerger may also unlock value for shareholders if the market attributes different valuations to the PV and CV operations based on their respective growth trajectories and financial performance.

Future Focus Areas

Tata Motors Passenger Vehicles Ltd. is expected to continue building its current brand identity in the Indian passenger vehicle market. Electric vehicle expansion remains a major pillar of its future outlook. Focus on safety features, connected technologies, and design differentiation is likely to shape product development.

The forthcoming CV company will concentrate on freight and public mobility solutions. Electrification of commercial vehicles, including small trucks and buses, will form part of a gradual transition aligned with logistics partner readiness and charging ecosystem evolution. Export markets may also offer opportunities through global strategic alliances.

Industry and Market Perspective

The restructuring reflects a broader trend within the global automotive industry, where conglomerates are creating focused business segments to optimize efficiency. Distinct business units can engage more transparently with stakeholders, foster innovation, and respond to regulatory shifts specific to their categories.

In India, the automotive environment is rapidly evolving due to urban mobility planning, sustainability agendas, and digital adoption in transportation. A specialized corporate structure allows targeted engagement with these dynamics. Analysts note that the Indian commercial vehicle industry remains closely tied to infrastructure development, manufacturing activity, and e-commerce logistics. The passenger vehicle market continues to benefit from rising middle-class aspirations, financing accessibility, and the transition from two-wheelers to small cars.

Conclusion

The renaming of Tata Motors as Tata Motors Passenger Vehicles Ltd. and the planned separate listing of the commercial vehicles business mark a significant departure from the unified structure that existed for decades. The demerger creates two focused automotive companies aligned with their respective customers, investment profiles, and technological needs. Shareholders retain their stake across both enterprises, ensuring continuity while creating opportunities for differentiated value recognition in the future.

The move reinforces a strategic path that aims to enhance long-term competitiveness and operational independence for both passenger and commercial mobility segments. Through this restructuring, the Tata automotive ecosystem is positioned to navigate emerging opportunities in electrification, logistics transformation, and sustainable mobility while maintaining strong industry relevance in the Indian and global markets.

Disclaimer Note: The securities quoted, if any, are for illustration only and are not recommendatory. This article is for education purposes only and shall not be considered as a recommendation or investment advice by Equentis – Research & Ranking. We will not be liable for any losses that may occur. Investments in the securities market are subject to market risks. Read all the related documents carefully before investing. Registration granted by SEBI, membership of BASL & certification from NISM in no way guarantee the performance of the intermediary or provide any assurance of returns to investors.

Infosys, one of India’s leading IT service providers, saw its shares rise around 4% after the company announced that its promoters and promoter group members would not participate in its ₹18,000 crore share buyback program. The decision caught the attention of investors and analysts, who viewed it as a signal of management’s long-term confidence in the company’s prospects.

Background of the Buyback

Infosys had announced a share buyback worth ₹18,000 crore, aiming to return capital to shareholders and enhance long-term shareholder value. The buyback, structured through the open market route, was priced at up to ₹1,650 per share. Such initiatives often serve as a way for companies to utilize surplus cash and reward shareholders, particularly when they see limited opportunities for large-scale expansion in the near term.

Historically, Infosys has used share buybacks as part of its capital allocation strategy. The company has conducted similar buybacks in previous years, including in 2017, 2019, and 2022. This consistent approach has allowed Infosys to optimize its balance sheet and maintain shareholder confidence even in volatile market phases.

Promoters’ Decision to Stay Out

The most notable part of this buyback announcement was the decision by Infosys’ promoters, including the company’s founders and their family members, to abstain from participating. This choice was viewed as a strong signal of trust in the company’s long-term growth potential.

Promoter participation in buybacks can sometimes be perceived as a lack of confidence in the company’s future value. By opting out, the promoters effectively indicated that they expect the share price to appreciate over time, making it more beneficial to retain their holdings.

The decision also aligns with the company’s focus on improving shareholder returns through operational performance rather than through promoter-led selling.

Market Reaction

Following the announcement, Infosys shares climbed nearly 4% in intraday trading. Investors appeared to interpret the promoters’ decision as a sign of strength and confidence in the company’s fundamentals. The rise came at a time when the broader IT sector has been showing mixed signals due to global macroeconomic uncertainties, particularly in key markets like the United States and Europe.

The increase in share price also reflected optimism surrounding Infosys’ efforts in expanding its digital transformation and AI-led service offerings. Investors seem to believe that the company’s strong client base, combined with its investments in emerging technologies, could help it navigate the evolving technology landscape.

Why Buybacks Matter

A share buyback generally indicates that a company has excess cash and limited immediate investment needs. It helps reduce the total number of shares in circulation, which can enhance earnings per share (EPS) and potentially support the stock price. For Infosys, this move reflects a healthy financial position and an intention to reward shareholders without compromising future growth plans.

Buybacks also provide an alternative to dividends, giving shareholders the option to benefit from potential capital gains instead of cash payouts. Given Infosys’ consistent cash flow generation, the buyback adds to its reputation for disciplined capital management.

Financial Context

Infosys has maintained steady revenue growth in recent quarters, though margins have been under pressure due to higher costs and cautious client spending. Despite these challenges, the company’s strong cash reserves and low debt levels have allowed it to pursue shareholder-friendly policies such as buybacks and dividends.

The ₹18,000 crore buyback is expected to enhance value for long-term investors by improving capital efficiency. It also demonstrates that Infosys remains confident about sustaining profitability, even as it faces competitive pressures from peers in both domestic and international markets.

Analyst Viewpoint

Market experts have largely viewed the promoters’ decision to skip the buyback as a positive development. It reduces selling pressure and sends a message that those most familiar with the company’s outlook believe in its continued growth. Analysts suggest that such signals often help boost investor sentiment in the short term and may contribute to more stable stock performance over the long run.

However, some have also cautioned that while the promoters’ confidence is encouraging, the broader IT sector still faces challenges related to global demand recovery and pricing pressures. Investors, therefore, may want to balance optimism with a realistic view of sectoral headwinds.

Future Outlook

Infosys continues to focus on key growth areas such as cloud computing, AI integration, automation, and digital services. These segments are expected to be the main drivers of revenue over the next few years. The company’s strategy of combining cost optimization with innovation-driven solutions positions it well to adapt to changing client needs.

In the near term, investor attention will remain on the company’s upcoming quarterly results and commentary on demand trends from large enterprise clients. The ongoing buyback could also lend some support to the stock, especially if the market remains volatile.

Conclusion

The 4% rise in Infosys’ shares following the promoters’ decision to stay out of the ₹18,000 crore buyback reflects the market’s positive interpretation of management’s confidence. It highlights how capital allocation moves, when coupled with clear signals from promoters, can influence investor sentiment.

While the IT industry continues to navigate global challenges, Infosys’ prudent financial management and consistent shareholder focus have helped maintain its credibility in the market. The buyback, along with the promoters’ stance, reinforces the narrative of long-term stability and measured growth for one of India’s most respected technology companies.

Disclaimer Note: The securities quoted, if any, are for illustration only and are not recommendatory. This article is for education purposes only and shall not be considered as a recommendation or investment advice by Equentis – Research & Ranking. We will not be liable for any losses that may occur. Investments in the securities market are subject to market risks. Read all the related documents carefully before investing. Registration granted by SEBI, membership of BASL & certification from NISM in no way guarantee the performance of the intermediary or provide any assurance of returns to investors.

The Indian stock market follows many traditions that blend financial activity with cultural beliefs, and Muhurat Trading is one such unique event. Conducted every year on the day of Diwali, this symbolic trading session holds both emotional and financial importance for investors. As the market welcomes a new financial year according to the Hindu calendar, participants see this as an opportunity to begin their investing journey on an auspicious note.

Before diving into how investors can make the most of Muhurat Trading 2025, it’s important to understand its origins, significance, and the strategies that can help navigate this short yet meaningful session.

What Is Muhurat Trading?

Muhurat Trading is a special one-hour trading session conducted by the Bombay Stock Exchange (BSE) and the National Stock Exchange (NSE) on Diwali day. The word “Muhurat” means an auspicious time, and this session marks the beginning of Samvat 2082 in 2025, according to the Hindu Vikram Samvat calendar.

Traditionally, it is believed that starting financial activities during this hour brings prosperity and success. Over time, this belief has evolved into an annual event that attracts retail investors, institutions, and traders alike. The atmosphere during this period is festive — many brokers perform Lakshmi Puja before trading begins, and families often participate together, viewing it as a good time to start new investments.

Why Muhurat Trading Matters

For many investors, Muhurat Trading goes beyond financial returns. It is symbolic of optimism and a fresh start. Historically, the session has seen positive market sentiment, with several investors buying stocks as a token of wealth creation for the year ahead.

While the session typically lasts only about an hour, it represents long-term faith in India’s economic growth and the stock market’s potential. Institutional investors often use this session to rebalance portfolios or initiate fresh positions, while retail investors buy shares of companies they plan to hold for the long term.

In 2025, as the market transitions into Samvat 2082, the focus may once again shift toward sectors expected to benefit from domestic consumption, government spending, and global demand recovery.

Market Behavior During Muhurat Trading

Historically, the trading volumes during this session are lower than usual, but volatility can be slightly higher due to limited participation and enthusiastic buying. The short duration and the emotional nature of trading can sometimes push prices up for select stocks, especially in sectors favored by investors.

Data from past sessions indicate that markets often open positively, reflecting festive optimism. However, it is essential for investors to stay grounded and avoid making impulsive decisions based on short-term market movements.

How to Make the Most of Muhurat Trading 2025

1. Plan Your Portfolio in Advance
   Since the trading window is short, it helps to plan which stocks you intend to buy or sell beforehand. Look at fundamentally strong companies with consistent earnings and stable management rather than making spontaneous choices.
   
2. Focus on Long-Term Investments
   Muhurat Trading is best suited for initiating or adding to long-term holdings. Investors can use this occasion to buy into sectors like banking, IT, infrastructure, and manufacturing — areas expected to show steady performance in the coming years.
   
3. Avoid Speculation
   Given the festive mood, it’s easy to get carried away by quick price movements. However, this is not the time for aggressive intraday bets. Staying disciplined and focusing on your financial goals will yield better outcomes.
   
4. Include Family Participation
   Many investors treat this session as a family event. Including younger family members can be a great way to introduce them to the concept of investing, financial planning, and the power of disciplined wealth creation.
   
5. Diversify Investments
   Use the occasion to review your existing portfolio and identify areas for diversification. Consider adding different asset classes or sectors to balance risk and improve long-term returns.
   
6. Use the Opportunity for Symbolic Buys
   Even if you don’t plan major investments, purchasing a few shares of a trusted company can be a symbolic step toward future financial growth.
   

Sectors to Watch in 2025

As India continues its growth momentum, investors may look toward sectors like:

• Banking and Financial Services: Supported by credit growth and improved asset quality.
  
• IT and Technology: Benefiting from AI and digital transformation trends.
  
• Infrastructure and Capital Goods: Driven by government spending and private investments.
  
• Consumer and FMCG: Supported by festive demand and steady consumption patterns.
  
• Renewable Energy: Gaining traction with policy support and global focus on sustainability.
  

These sectors may see attention during Muhurat Trading 2025 as investors position themselves for the next financial year.

Final Thoughts

Muhurat Trading 2025 is not just a market event but a celebration of prosperity and optimism. While it offers a chance to trade, the true essence lies in reinforcing financial discipline and setting intentions for wealth creation in the year ahead.

Approach this session with a balanced mindset — treat it as an opportunity to reaffirm your long-term investment strategy, not as a quick profit window. Whether you make a symbolic investment or a planned portfolio addition, this festive trading hour serves as a reminder that wealth creation is a journey built on patience, planning, and consistent effort.

By aligning cultural beliefs with sound financial planning, investors can make Muhurat Trading 2025 both meaningful and productive.

Disclaimer Note: The securities quoted, if any, are for illustration only and are not recommendatory. This article is for education purposes only and shall not be considered as a recommendation or investment advice by Equentis – Research & Ranking. We will not be liable for any losses that may occur. Investments in the securities market are subject to market risks. Read all the related documents carefully before investing. Registration granted by SEBI, membership of BASL & certification from NISM in no way guarantee the performance of the intermediary or provide any assurance of returns to investors.

The Diwali season has long been associated with optimism, prosperity, and new beginnings in India — both culturally and financially. For the Indian stock market, this period often brings heightened activity, buoyant sentiment, and a focus on fresh investments. Muhurat Trading, conducted on Diwali day, marks the start of a new financial year according to the Hindu calendar, symbolizing an auspicious time for wealth creation.

As investors prepare for Diwali 2025, it is worth revisiting how the market has historically behaved during festive seasons and what patterns can guide investment strategies this year.

Understanding Market Behavior Around Diwali

Historically, the Indian stock market has seen a positive bias during the Diwali period. This optimism stems from a mix of cultural sentiment, seasonal liquidity, and corporate earnings momentum. The festive quarter, which overlaps with the October–December earnings season, often coincides with increased consumer spending and business activity.

However, while past data shows that markets have often delivered positive returns around Diwali, not every year follows the same trajectory. Broader factors such as global economic trends, inflation, interest rate movements, and corporate performance continue to shape outcomes.

In many cases, Diwali marks a psychological reset for investors, offering a moment to realign portfolios and prepare for the new Samvat year — a fresh start in trading terms.

Historical Festive Trends and Market Sentiment

Looking at the last decade, the Indian equity market has generally reflected a cautious but optimistic approach around Diwali. Several trends stand out:

1. Short-Term Positivity:
   Historically, the week leading up to and following Diwali has often witnessed moderate gains. The sentiment-driven nature of the market tends to push volumes higher during this period, with investors initiating new positions during Muhurat Trading.
   
2. Sector Rotation:
   Certain sectors such as banking, consumer goods, and automobiles tend to attract higher attention during the festive season. Increased consumer demand during Diwali boosts sales, leading investors to expect improved quarterly results from these industries.
   
3. Foreign and Domestic Flows:
   Institutional investors, both domestic and foreign, often use this period to rebalance portfolios before the calendar year-end. Inflows into equity mutual funds also tend to remain healthy around Diwali as retail investors participate in festive buying.
   
4. Post-Diwali Consolidation:
   In several years, markets have experienced brief consolidation phases after the festive rally. This typically occurs as traders book profits or reassess valuations following the short-term rise.
   

These historical patterns suggest that while Diwali brings optimism, it is also a time for measured decision-making rather than aggressive short-term trading.

What Could Shape the Market in Diwali 2025

The outlook for Diwali 2025 will likely depend on a combination of domestic and global factors. Let’s look at some key influences that could guide the market trend this festive season:

1. Domestic Economic Growth:
   India’s GDP growth trajectory remains a key driver for market performance. If consumption and manufacturing indicators show steady progress in the months leading to Diwali, investor sentiment may remain positive.
   
2. Corporate Earnings:
   The September-quarter earnings announcements, which often coincide with the festive season, set the tone for market direction. Stable margins and demand recovery in key sectors such as banking, IT, auto, and infrastructure could support valuations.
   
3. Interest Rate Environment:
   Central bank policy decisions on interest rates play a crucial role in shaping liquidity and market direction. If rates remain steady or trend lower, it could sustain investor appetite for equities.
   
4. Global Factors:
   Global cues such as commodity prices, currency movements, and geopolitical developments can influence short-term market movements during the festive period.
   
5. Retail Participation:
   Retail investors have become a strong force in recent years. Their continued participation, supported by systematic investment plans (SIPs) and increasing awareness, may help sustain market momentum through Diwali 2025.
   

Sectors to Keep an Eye On

During Diwali 2025, certain sectors may continue to remain in focus due to consistent demand and growth visibility:

• Banking and Financial Services: Supported by stable credit growth and healthy balance sheets.
  
• Information Technology: Gradual recovery in global tech spending could benefit leading IT firms.
  
• Automobiles: Festive demand, along with growing interest in electric vehicles, may support sales.
  
• FMCG and Consumer Goods: Rising consumption during the festive season could aid revenue growth.
  
• Infrastructure and Capital Goods: Government spending and project execution may sustain order pipelines.
  

While these sectors may offer stability, investors should evaluate valuations and growth potential before adding new positions.

Investment Strategy for Diwali 2025

A thoughtful approach can help investors make the most of festive opportunities while maintaining portfolio balance:

1. Stay Focused on Fundamentals:
   Choose companies with consistent earnings, sound governance, and reasonable valuations.
   
2. Diversify Across Sectors:
   Spreading investments across industries can help manage risk and reduce dependency on one sector’s performance.
   
3. Avoid Overreacting to Short-Term Moves:
   Market enthusiasm during Diwali can lead to temporary price fluctuations. Focus on long-term trends instead of short-term momentum.
   
4. Review Existing Holdings:
   The festive period can serve as a checkpoint to reassess portfolio performance and realign it with your goals.
   
5. Use SIPs and Disciplined Investing:
   Systematic investments can help average costs and build wealth gradually, independent of short-term volatility.
   

Final Thoughts

Diwali 2025 presents another chapter in the evolving journey of India’s financial markets. While festive optimism and historical patterns indicate potential positivity, disciplined investing remains the key.

History shows that markets tend to reward patience, research, and consistent strategy more than impulsive trades driven by seasonal sentiment. The symbolic start of Samvat 2082 offers an opportunity for investors to reflect on past lessons and approach the coming year with balanced expectations.

As homes across India light up to celebrate Diwali, investors can also aim to illuminate their financial path — not just with short-term gains but with thoughtful, long-term wealth-building choices grounded in prudence and perspective.

Disclaimer Note: The securities quoted, if any, are for illustration only and are not recommendatory. This article is for education purposes only and shall not be considered as a recommendation or investment advice by Equentis – Research & Ranking. We will not be liable for any losses that may occur. Investments in the securities market are subject to market risks. Read all the related documents carefully before investing. Registration granted by SEBI, membership of BASL & certification from NISM in no way guarantee the performance of the intermediary or provide any assurance of returns to investors.

Diwali, the festival of lights, is deeply connected with prosperity and wealth creation. Among the many traditions followed during this period, the worship of Goddess Lakshmi — the deity of wealth and abundance — holds special importance. Beyond its spiritual significance, this tradition also carries timeless lessons about managing finances, building wealth, and maintaining balance in life.

As the festive season approaches, investors can draw inspiration from the values associated with Goddess Lakshmi and apply them to their financial journeys. Let’s explore the key investing lessons that align with her symbolism and how they can guide thoughtful decision-making during Diwali 2025 and beyond.

1. Wealth Creation Comes with Discipline and Balance

Goddess Lakshmi is often depicted seated on a lotus, symbolizing purity and balance. The lotus grows beautifully even in muddy water, representing the ability to remain grounded amid challenges. In investing, this translates to maintaining discipline regardless of market fluctuations.

Investors often face emotional decisions driven by fear or greed. However, sustainable wealth creation requires a calm and balanced mindset. Systematic investing through Systematic Investment Plans (SIPs) or periodic portfolio reviews can help maintain this discipline.

Just as the lotus stays rooted despite its surroundings, a well-thought-out investment strategy allows individuals to stay focused on long-term goals without being swayed by short-term market noise.

2. Diversification Reflects the Flow of Wealth

Lakshmi is also associated with continuous flow — her coins are shown cascading downwards, symbolizing circulation of wealth. Similarly, money grows best when it moves across well-diversified assets.

Putting all investments into a single stock or asset class can lead to unnecessary risk. Diversification across equity, debt, gold, and other instruments ensures balance and reduces exposure to volatility. This approach aligns with the principle that true prosperity is not about accumulation in one area but about maintaining steady financial flow.

By spreading investments, investors allow different parts of their portfolio to perform at various times, creating a more stable path to wealth creation.

3. Knowledge and Clarity Are True Wealth

In many depictions, Goddess Lakshmi is shown alongside Lord Vishnu, symbolizing that wealth sustains best when guided by wisdom and stability. In financial terms, this highlights the need for informed decision-making and proper understanding before investing.

Investors should take time to study the fundamentals of companies, assess risks, and understand market dynamics instead of relying on speculation or trends. Consulting financial experts or using tools like return calculators, SIP planners, or compounding calculators can help in building clarity.

The message is simple: wealth without knowledge is temporary. A strong financial foundation built on awareness and understanding ensures steady growth over time.

4. Patience and Long-Term Vision Bring Prosperity

The blessings of Goddess Lakshmi are often said to favor those who act with patience and sincerity. The same principle applies to investing. Long-term wealth creation requires persistence and time — qualities that often get overlooked when investors seek quick returns.

Market corrections or slow phases can test patience, but history shows that disciplined long-term investing often yields better results than short-term speculation. Just as seeds take time to bloom into flowers, investments too need time to compound.

Staying invested through market cycles allows compounding to work effectively, turning small, consistent contributions into significant wealth over years.

5. Giving and Sharing Strengthen Financial Growth

Goddess Lakshmi’s blessings are believed to increase when wealth is used responsibly — through generosity and contribution. In personal finance, this can be interpreted as managing money with purpose.

Setting aside funds for charitable causes or helping family members achieve their goals not only brings emotional satisfaction but also builds a sense of financial responsibility. The act of sharing ensures that wealth serves a broader purpose, aligning financial growth with personal values.

This principle also applies to financial planning — allocating resources not only for personal aspirations but also for dependents and social commitments.

6. Clean Finances Invite Positive Growth

Diwali is traditionally a time for cleaning and organizing homes, symbolizing the removal of negativity and welcoming prosperity. Similarly, it’s also a good time to review and clean up one’s financial portfolio.

This includes eliminating unnecessary expenses, closing dormant accounts, consolidating small investments, and reassessing underperforming assets. A clean and structured financial plan invites better decision-making and helps direct funds toward productive areas.

By simplifying finances, investors can maintain clarity, reduce stress, and make space for new opportunities — much like preparing a home to welcome blessings.

7. Gratitude and Contentment Build Financial Stability

Another aspect of Goddess Lakshmi’s teachings lies in gratitude — appreciating what one already has. In the world of investing, this means being realistic about goals, returns, and risk capacity.

While ambition drives growth, unchecked greed can lead to poor financial choices. Recognizing milestones, celebrating progress, and remaining content with steady progress help maintain emotional balance.

Financial success is not only about numbers but also about peace of mind. Contentment ensures that investors make decisions rooted in stability rather than impulse.

Final Thoughts

The festival of Diwali serves as both a cultural celebration and a financial reflection point. The values symbolized by Goddess Lakshmi — balance, wisdom, patience, and generosity — are equally relevant in the modern investing world.

As investors light diyas and prepare for Muhurat Trading 2025, it’s worth remembering that true wealth extends beyond financial numbers. It includes financial discipline, informed choices, and purposeful actions that lead to long-term prosperity.

By following these lessons inspired by Goddess Lakshmi, investors can align their financial habits with timeless principles — creating a steady path toward growth, stability, and well-being.

Disclaimer Note: The securities quoted, if any, are for illustration only and are not recommendatory. This article is for education purposes only and shall not be considered as a recommendation or investment advice by Equentis – Research & Ranking. We will not be liable for any losses that may occur. Investments in the securities market are subject to market risks. Read all the related documents carefully before investing. Registration granted by SEBI, membership of BASL & certification from NISM in no way guarantee the performance of the intermediary or provide any assurance of returns to investors.