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Stock market today: Nifty today ended up 0.20% and Sensex today gained 138 points, helped by a closing-auction rebound despite crude above $100.
Social chatter in 2026 highlights sharp India sector rotation, led by real estate and financials, while IT and FMCG lose weight and oil shocks reshape positioning.
Poonawalla Fincorp’s Finance Committee approved a private placement of Tier II unsecured, subordinated NCDs up to ₹200 crore, alongside a separate ₹150 crore allotment carrying an 8.4308% coupon.
Sensex and Nifty slipped about 1% as West Asia tensions lifted crude, global yields rose, the rupee weakened, and liquidity shifted toward a busy IPO calendar.
ESDS has surged post listing, prompting sell warnings around valuation and volatility even as analysts cite long-term cloud and AI demand as supportive for the business.
North Eastern Carrying Corporation’s 41st AGM approved a ₹40 crore authorised capital increase, 1 crore promoter warrants priced at ₹18.51, and a ₹50 crore debt-to-securities conversion option.
Purple Finance shareholders cleared a preferential issue tied to the Saksham Gram Credit acquisition, raised authorised capital, expanded Section 186 limits, and later approved a ₹5.38 crore loan portfolio sale.
PC Jeweller said it repaid dues to most consortium banks under a September 2024 settlement, with over 96% of remaining obligations already discharged and a September 2026 target.
Cubical Financial Services’ new promoters launched a 26% open offer at ₹2.50 per share, alongside a preferential allotment raising ₹7.23 crore, with tendering in late September 2026.
Reports from JLL and Savills highlight a sharp rise in factory space leasing since 2021, led by autos and electronics, with bigger Grade-A deals and 2030 projections.
Gaja Alternative Asset Management posted a 36% YoY rise in Q1FY27 consolidated profit to ₹272.2 crore, supported by higher other income despite weaker operating revenue.
Systematic Industries has secured a confirmed ₹82.42 crore Power Grid OPGW supply and installation-linked order, alongside FY26 financial disclosures and upcoming AGM and EOGM schedules.
Social feeds are comparing the 2026 Nifty IT drawdown of 31% to 2008, citing a fast 19% slide in eight sessions and AI-led disruption fears.
ESDS Software’s post-IPO upper-circuit streak grabbed attention, but Sept 10 showed a 7% drop and confusing quote screenshots that sparked fresh social-media debate.
Dilip Buildcon signed definitive agreements to divest its 51% stake in Mekhali Power Transmission to Alpha Alternatives, with the asset valued at about ₹2,914 crore.
Pine Labs has a Strong Buy consensus, but targets vary after 2026 weakness, with brokers citing growth, margin expansion, and regulatory-linked risks.