India's new labor code, effective November 21, imposes a new cost burden on food delivery giants Swiggy and Eternal, potentially impacting margins by up to 70 basis points. The regulation mandates contributions to a social security fund for gig workers, leading to an estimated financial hit for both companies and potential stock volatility as investors assess the impact.
Indias solar sector has been a stock market powerhouse, with panel makers, developers and EPC players delivering massive returns amid a clean energy push and rapid manufacturing expansion. KPI Green, Borosil Renewables, Tata Power and Adani Green have surged sharply, while standout performer Waaree Renewable Technologies delivered over 60,000% returns. Websol Energy and Solar Industries India also posted multibagger gains.
NBCCs shares gained after the company secured multiple new project orders across Tamil Nadu, Agra, and Jharkhand. Strong yearly gains, premium valuations, and bullish technical indicators support sentiment. Order inflows, stable momentum, and sustained sector demand continue to reinforce investor confidence in the companys growth outlook.
Growws parent, Billionbrains Garage Ventures, rebounded after a sharp fall, supported by strong profitability, high margins and rapid scalability. Despite steep valuations and potential regulatory risks, demand remains firm due to digital dominance and efficient operations. Investor enthusiasm follows heavy FOMO-driven post-listing gains and strong institutional interest during the IPO.
Axis Securities remains constructive on real estate, backed by rising pre-sales, stronger balance sheets and premium housing momentum. Its top picks include Prestige Estates Projects and Signature Global, both beneficiaries of sustained demand recovery and aggressive expansion plans.
BSE shares have jumped 15% in the past month and now sit just 6% below their record high of Rs 3,030. The stock has rebounded nearly 50% from its late-September low as concerns over possible F&O curbs eased. After sliding sharply due to regulatory uncertainty, the exchange has staged a strong comeback, drawing renewed investor attention.
Indian pharmaceutical stocks, including Lupin, Shilpa Medicare, and Natco Pharma, are under scrutiny following recent USFDA inspections at their manufacturing sites. These audits yielded regulatory observations, prompting companies to address the findings. Alkem Laboratories, however, reported no critical issues from a separate Armenian health ministry audit at its Sikkim facility.
HG Infra shares: The company, in joint venture with Kalpataru Projects, has become the L-1 bidder for a 1,415 crore Maharashtra Metro Rail project. HG Infra will execute 40% of the work, while Kalpataru will handle the remaining 60%.
