Hindalco Industries shares fell over 6% after its US subsidiary Novelis said a fire at its New York plant will dent FY26 free cash flow by up to $650 million and EBITDA by $150 million.

Ola Electric Q2 Results: Ola Electric Mobility reported a narrowed consolidated loss of Rs 418 crore in Q2 FY26, an improvement from Rs 495 crore in the prior year. However, its consolidated revenue from operations saw a significant 43% year-on-year decline, falling to Rs 690 crore from Rs 1,214 crore in Q2 FY25.

Groww s Rs 6,632 crore IPO is receiving strong recommendations from top brokerages. Analysts are advising investors to subscribe, highlighting Groww s leading position in India s retail investing market. The company s robust technology and future growth prospects are key factors. Groww s expansion into new asset classes is also seen as a positive sign for long-term investment.

SBI Mutual Fund’s Gaurav Dharmarha explains why multi-asset allocation funds are emerging as a powerful tool to beat inflation and manage volatility. With exposure to equity, debt, gold, and REITs, these funds offer tax efficiency, simplicity, and consistent returns — making them ideal for both new and seasoned investors seeking portfolio stability.

India s investment cycle is turning upward, driven by government capex and improving liquidity. Devang Mehta of Spark Capital anticipates growth in power automation, renewables, and engineering sectors. Despite mixed Q2 results, management commentary suggests an earnings revival in the latter half of FY25, supported by policy stability and consumption recovery.

Bajaj Auto is poised for a strong Q2FY26, with PAT projected to rise 16% year-on-year. This growth is fueled by a significant export recovery, particularly in Africa and Latin America, alongside a richer product mix and favorable currency movements. Despite subdued domestic demand, premium motorcycles and three-wheelers are expected to bolster margins and drive double-digit revenue growth.

Nykaa is expected to post strong Q2FY26 results with 25–27% YoY revenue growth, led by festive demand, robust beauty segment performance, and improving fashion margins. Analysts see EBITDA margin expansion and a sharp profit surge driven by premiumisation, cost control, and improved operating leverage.

The dollar held steady near recent highs as riskier assets rebounded, while sterling remained subdued ahead of a Bank of England meeting. Investors anticipate a dovish tone from the BoE, with a rate cut expected early next year. The Australian and New Zealand dollars saw gains, tracking a recovery in stock markets, despite rising U.S. yields.

Suzlon Energy posted a 538% YoY jump in Q2FY26 profit to Rs 1,279 crore, its best in 30 years. Despite strong earnings, Motilal Oswal and Nuvama cut target prices citing valuation resets and moderated long-term growth expectations.

Morningstar Wealth’s Mike Coop urges investors to ignore the macro noise all around and instead focus on price discipline and value. He warns that behavioural biases — especially recency and confirmation bias — cause investors to underperform. Coop also flags Korea and Brazil as more attractive than India in current emerging-market valuations.