Veteran investor Sandip Sabharwal has cautioned that India’s ongoing IPO frenzy may be masking deeper concerns about transparency and earnings quality. He highlighted a pattern of companies turning profitable only before their listings, adding that heavy promoter selling and institutional interest are overheating the primary market while keeping secondary sentiment subdued.

Nuvama has reviewed Q2 results of 10 listed companies, issuing Buy, Hold, and Reduce ratings with upside potential up to 57% and downside risk of 9%.

NoPaperForms, a SaaS firm for educational institutions, is preparing for its IPO. The company has filed initial documents with Sebi using a confidential route. This allows for flexibility in their public offering plans. NoPaperForms supports over 1,000 clients across India and Asia. Their products help manage student recruitment, enrolment, and fee payments.

Despite recent market weakness, SBI Securities’ Sudeep Shah believes Nifty may rebound toward 26,300, supported by key technical levels and strength in banking stocks. He sees Bank Nifty maintaining leadership, while sectors like metals, PSU banks, and oil & gas show resilience amid continued FII outflows and global volatility.

India s economy is set for a strong revival in FY26. Projections indicate growth nearing 7 percent. This surge is fueled by significant tax reductions, increased government infrastructure investment, and supportive monetary policy. Early indicators point to improved company earnings, particularly within the small and midcap segments. Discretionary spending is expected to rise, benefiting sectors like autos and appliances.

Foreign investors have offloaded Indian equities worth over Rs 1.52 lakh crore in 2025 so far, with experts linking the selloff to India’s lag in the global AI rally. However, stretched valuations in AI-driven markets may soon moderate outflows as investors reassess risks and valuations.

Axis Securities believes these companies offer solid earnings visibility, healthy balance sheets, and participation in strong domestic growth themes such as clean energy, industrial expansion, and component manufacturing.

Think Investments has invested over Rs 136 crore in PhysicsWallah. This funding comes ahead of the edtech company s upcoming IPO next week. PhysicsWallah is preparing to launch its Rs 3,480 crore initial public offering. The IPO opens on November 11 and closes on November 13. Proceeds will fund expansion and growth initiatives.

SBC Exports Ltd reported a significant profit jump in the September quarter of FY26. Profit after tax doubled to Rs 11.36 crore. This growth was driven by new order wins. Revenue also saw a substantial increase of 28.49 percent. The company secured several work orders and export contracts.