🥡 Swiggy (Unlisted) – IPO Buzz Fuels Investor Curiosity
Although Swiggy remains an unlisted company, it’s generating substantial market chatter following its strong FY24 financials.
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FY24 revenue: ₹11,247.3 crore (up 36.09% YoY)
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Loss after tax: ₹2,350.2 crore (down 43.77% YoY)
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Market Sentiment: Bullish due to improving unit economics and cost control.
- Current Swiggy Share Price : Rs.311.90
These numbers are raising expectations for a potential IPO in FY26, driving investor demand for Swiggy shares in the grey market. The food delivery giant’s operational turnaround is especially notable considering India’s crowded foodtech space. Analysts view it as a serious contender for successful public listing akin to Zomato’s earlier trajectory.
“Swiggy’s financial rebound could position it as one of the biggest tech IPOs of 2026 if it capitalizes on this momentum.”
🌿 UPL Ltd. – Q4 Performance Mixed, Jefferies Turns Cautious
UPL, a key player in the agrochemicals sector, is under market watch following the release of its Q4 FY25 earnings and analyst updates:
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Positive: Q4 profit beat analyst estimates.
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Concern: Jefferies cut EPS forecasts for FY26 and FY27.
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Dividend Declared: UPL has announced a final dividend, which is keeping dividend hunters interested.
- Current UPL Share Price : Rs.642.35
Despite a revenue beat, earnings outlook downgrades by global brokerage Jefferies have impacted investor sentiment. Concerns relate to margin compression and foreign exchange volatility in UPL’s international operations.
“The stock might see sideways movement until clarity emerges on growth strategies and margin sustainability.”
⚡ Gensol Engineering – A Rapid Fall from Grace
Gensol Engineering Ltd. has been among the biggest losers in 2025, with a dramatic 65% stock price crash YTD. The company has hit the lower circuit for 13 straight sessions, and here’s why:
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SEBI probe: Founders Anmol & Puneet Jaggi resigned amid allegations of fund diversion and governance lapses.
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Rating downgrade: ICRA and CARE both downgraded debt to “default” due to delays in servicing obligations.
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Promoter action: Founders offloaded 2.3% stake, further shaking investor confidence.
- Current Gensol Share Price : Rs.56.64
This cascading series of negative developments has battered the company’s valuation and left investors wary of smallcap governance risks.
“Gensol has become a case study in how corporate governance issues can undo years of growth.”
🛡️ Bharat Dynamics Ltd. (BDL) – Riding the Defense Wave
Defense PSU BDL has seen a sharp uptrend, gaining up to 7% intraday, supported by:
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Policy Tailwinds: PM Modi’s renewed push for ‘Made in India’ defense manufacturing.
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Sectoral Momentum: Broader rally in defense stocks like BEL and HAL.
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Geopolitical Context: Rising regional tensions have increased focus on indigenous military capabilities.
- Current BDL Share Price : Rs.1694.00
BDL’s business model, tied to missile and strategic defense equipment manufacturing, aligns well with the government’s self-reliance vision. This has bolstered long-term investor confidence.
“Defense stocks are once again in the limelight, and BDL is among the top beneficiaries of this policy-driven tailwind.”
📊 Conclusion: Mixed Bag of Themes Driving Today’s Market Activity
| Company | Trend Driver | Market Sentiment |
|---|---|---|
| Swiggy | Strong FY24, IPO buzz | 🔼 Bullish (Unlisted) |
| UPL | Q4 Beat but EPS downgrade | ⚖️ Cautious |
| Gensol | SEBI probe, rating downgrade | 🔽 Bearish |
| BDL | Defense boost, policy support | 🔼 Bullish |
From turnaround stories (Swiggy) and earnings re-evaluations (UPL) to crises of governance (Gensol) and strategic sector plays (BDL), today’s market buzz is a microcosm of varied investor themes.
Retail traders should remain cautious with highly volatile names like Gensol, while long-term investors may find value in policy-backed sectors like defense.
📉 Stock Market Disclaimer
Disclaimer: This post is for informational and educational purposes only and does not constitute financial advice or a recommendation to buy/sell any stock or share. Investing in the stock market involves risk. Past performance is not indicative of future results. Always conduct your own research or consult a licensed financial advisor before making investment decisions.
