DCipher Markets

⚡ F&O POSITIONING RADAR | 11-Nov-2026 🟢 LONG BUILDUP (Fresh Buying) • COROMANDEL: +6.8% Price | +91.2% OI • NAVINFLUOR: +5.7% Price | +68.8% OI • CUB : +3.9% Price | +17.3% OI • DATAPATTNS: +0.5% Price | +12.3% OI • KALYANKJIL: +8.8% Price | +11.1% OI 🔴 SHORT BUILDUP (Fresh Selling) • COCHINSHIP: -8.4% Price | +39.6% OI • AMBER : -1.8% Price | +12.8% OI • BPCL : -0.0% Price | +11.3% OI • HEROMOTOCO: -1.3% Price | +8.1% OI • NYKAA : -0.8% Price | +7.1% OI 🔄 SHORT COVERING (Relief Pullback) • RBLBANK : +2.1% Price | -8.2% OI • POWERINDIA: +2.8% Price | -7.1% OI • NAM-INDIA : +1.4% Price | -6.0% OI • HDFCBANK : +1.0% Price | -5.5% OI • SBIN : +1.7% Price | -5.0% OI ⚠️ LONG UNWINDING (Exiting Longs) • ICICIBANK : -0.8% Price | -7.5% OI • IREDA : -0.3% Price | -6.5% OI • ADANIGREEN: -2.6% Price | -5.8% OI • TITAN : -0.5% Price | -2.0% OI • UNITDSPR : -1.1% Price | -2.0% OI #COROMANDEL #NAVINFLUOR #CUB #DATAPATTNS #KALYANKJIL #COCHINSHIP #AMBER #BPCL #HEROMOTOCO #NYKAA #RBLBANK #POWERINDIA #NAM-INDIA #HDFCBANK #SBIN #ICICIBANK #IREDA #ADANIGREEN #TITAN #UNITDSPR #Nifty #BankNifty #FnO #StockMarketIndia

🚨 INSTITUTIONAL ACTION | 11-Nov-2026 💰 CASH MARKET ├ 🟢 FII Net : +₹12,563 Cr (Aggressive Buying) └ 🔴 DII Net : -₹8,435 Cr (Profit Booking) Net Desk Impact: +₹4,129 Cr 📊 DERIVATIVES (F&O) • FII Index Futures: 31% Long ➔ Net Short (Bearish Hedge) • Client (Retail) : 62% Long ➔ Net Long (Trapped Bias) ⚡ THE TAKEAWAY: FIIs accumulated +₹12,563 Cr in cash equities while maintaining a defensive derivative stance (69% Short in index futures). Watch for short-covering momentum to validate upside continuation. #FII #DII #Nifty50 #BankNifty #Sensex #StockMarketIndia

📊 FINANCIAL RESULTS | #TGVSL TGV SRAAC reported a standalone net profit of ₹55.72 crore for Q2, reflecting a year-on-year growth of approximately 50.39% from ₹37.05 crore. This performance highlights the company's operational efficiency and effectiveness in its core chemical manufacturing operations. • Standalone Net Profit: ₹55.72 crore (YoY Growth: 50.39%) • Improved operating efficiency in chlor-alkali and chemical units; addition of 5.0 MWp solar power capacity announced in September 2026. #TGVSL #Chemicals #Nifty #StockMarketIndia #StocksToWatch #StocksInFocus #MarketUpdate

📊 FINANCIAL RESULTS | #DCXINDIA DCX Systems reported a consolidated net loss of ₹26 lakh for Q2, significantly reduced from a net loss of ₹9.04 crore in the previous year, indicating improved operational performance. • Net Loss: ₹0.26 Cr (Q2), down 97.12% YoY from ₹9.04 Cr. • Consolidated order book stands at ₹2,984 crore as of FY26, indicating robust positioning in radar and electronic warfare systems. #DCXINDIA #DefenceElectronics #Nifty #StockMarketIndia #StocksToWatch #StocksInFocus #MarketUpdate

📊 FINANCIAL RESULTS | #GLOTTIS Glottis Limited reported second-quarter revenue of ₹277 crore, compared to ₹215 crore in the same period last year, indicating a healthy growth trajectory. • Q2 Revenue: ₹277 crore vs ₹215 crore YoY • Strong volume recovery in ocean freight and air freight segments. #GLOTTIS #Logistics #Nifty #StockMarketIndia #StocksToWatch #StocksInFocus #MarketUpdate

⚙️ CAPEX & MODERNIZATION | #PREMIERENE Premier Energies has commenced production at its ₹3,293 crore, 7 GW N-type TOPCon solar cell manufacturing facility located in Andhra Pradesh, enhancing its cumulative capacity to 10.6 GW. This initiative caters to the domestic content requirement for solar projects, thereby improving operational control and reducing supply chain vulnerabilities. • 7 GW TOPCon cell capacity initiated for commercial rollout, representing an investment of ₹3,293 crore. • The facility aims to strengthen domestic manufacturing capabilities and support utility-scale solar projects under India's Domestic Content Requirement framework. #PREMIERENE #RenewableEnergy #Nifty #StockMarketIndia #StocksToWatch #StocksInFocus #MarketUpdate

📊 FINANCIAL RESULTS | #TATAPOWER Tata Power reported a consolidated Q2 revenue of ₹19,636 crore, a significant increase from ₹15,545 crore in the corresponding quarter last year. This growth reflects enhanced operational scale and efficiency in its renewable energy projects. • Revenue Growth: ₹19,636 Crore (up from ₹15,545 Crore YoY) • Primary drivers include a 130% YoY increase in utility-scale commissioning to 419 MW and robust production of solar modules and cells. #TATAPOWER #RenewableEnergy #Nifty #StockMarketIndia #StocksToWatch #StocksInFocus #MarketUpdate

📊 FINANCIAL RESULTS | #FRONTSP Frontier Springs reported Q2 revenue of ₹99.73 crore, reflecting a 20.53% increase from ₹82.74 crore in the same quarter last year. This growth is attributed to sustained demand in its railway component product lines. • Q2 Revenue: ₹99.73 crore, YoY Growth: 20.53% • Strong order inflow from railway equipment manufacturing and consistent execution in supply contracts. #FRONTSP #AutoComponents #Nifty #StockMarketIndia #StocksToWatch #StocksInFocus #MarketUpdate

📊 FINANCIAL RESULTS | #MIDHANI MIDHANI reported a consolidated net profit of ₹27.84 crore for Q2 FY27, a significant increase from ₹12.96 crore in the same quarter last year. This improved performance underscores the company's operational strength in specialized defense and aerospace metallurgy manufacturing. • Consolidated Net Profit: ₹27.84 crore vs ₹12.96 crore YoY • Performance reflects operational gains in defense metallurgy; market focus on order execution and material costs ahead. #MIDHANI #AerospaceDefense #Nifty #StockMarketIndia #StocksToWatch #StocksInFocus #MarketUpdate

📊 FINANCIAL RESULTS | #TRITURBINE Triveni Turbine's board met to evaluate Q2 results on November 11, 2026, reporting a consolidated net profit of ₹53.3 crore for the quarter. • Net Profit: ₹53.3 crore (Q2 FY27) • Comparison with ₹91.2 crore in Q2 FY26; earnings conference call scheduled for November 12, 2026. #TRITURBINE #CapitalGoods #Nifty #StockMarketIndia #StocksToWatch #StocksInFocus #MarketUpdate

⚙️ CAPEX & MODERNIZATION | #GPTINFRA GPT Infraprojects aims to secure ₹3,000 crore in new contracts for FY27, supported by a robust order book valued at ₹5,373 crore. • Order Inflow Target: ₹3,000 crore for FY27 with an existing order book of ₹5,373 crore. • The company's active engagement in Indian Railways projects underpins its multi-year execution strategy. #GPTINFRA #Infrastructure #Nifty #StockMarketIndia #StocksToWatch #StocksInFocus #MarketUpdate

📊 FINANCIAL RESULTS | #EIHAHOTELS EIH Associated Hotels reported a Q2 revenue increase of 17.59% year-on-year to ₹68.59 crore, up from ₹58.33 crore last year. This growth underscores the company's operational resilience and strong demand in the hospitality sector ahead of the peak winter season. • Revenue Growth: ₹68.59 crore in Q2 FY27, up from ₹58.33 crore YoY, reflecting a 17.59% increase. • Demand supported by robust domestic travel and corporate activities, indicating strong momentum entering the peak hospitality period. #EIHAHOTELS #Hospitality #Nifty #StockMarketIndia #StocksToWatch #StocksInFocus #MarketUpdate

📊 FINANCIAL RESULTS | #BAFNAPH-BE Bafna Pharmaceuticals reported a Q2 EBITDA of ₹8.6 crore, reflecting a significant year-on-year increase and an operating margin improvement. • Q2 EBITDA: ₹8.6 Cr; Margin: 18.05%, up from 12.07% YoY. • Demonstrated strong operational profitability with a 598 basis point margin expansion, emphasizing cost discipline and efficient management. #BAFNAPH-BE #Pharmaceuticals #Nifty #StockMarketIndia #StocksToWatch #StocksInFocus #MarketUpdate

🤝 STRATEGIC DEAL / M&A | #ALIVUS 🤝 #IqgenxPharma Alivus Life Sciences has formalized a Shareholders' Agreement with IQGen-X Pharma following its acquisition of a 76% equity stake for ₹9.12 crore. This agreement establishes governance frameworks and delineates operational responsibilities among stakeholders. • Equity Stake: 76% for ₹9.12 crore • Partnership aims to enhance formulation development capabilities and align governance with founders post-acquisition. #ALIVUS #IqgenxPharma #Pharmaceuticals #Nifty #StockMarketIndia #StocksToWatch #StocksInFocus #MarketUpdate

📊 FINANCIAL RESULTS | #METROPOLIS Metropolis Healthcare is experiencing rising demand for its specialty diagnostics services, particularly in oncology and genomics, driven by an expanding patient base in Tier-2 and Tier-3 cities. • Organic expansion in Tier-2 and Tier-3 cities with 25% to 26% growth in Tier-3 market contributions. • Long-term improvement in customer acquisition costs and increased revenue per test due to enhanced focus on specialty testing and expanded network coverage. #METROPOLIS #Healthcare #Nifty #StockMarketIndia #StocksToWatch #StocksInFocus #MarketUpdate

📊 FINANCIAL RESULTS | #ICICILIFE ICICI Life Insurance reported an 8.6% YoY increase in October Annualised Premium Equivalent (APE), continuing its positive trajectory following a robust performance in H1-FY2027. • H1-FY2027 APE reached ₹4,935 Cr (up 15.1% YoY) with VNB margins at 26%. • The company is focusing on high-margin protection and annuity products, supported by a multi-channel distribution network. #ICICILIFE #Insurance #Nifty #StockMarketIndia #StocksToWatch #StocksInFocus #MarketUpdate

📊 FINANCIAL RESULTS | #TALBROAUTO Talbros Automotive Components announced a consolidated net profit of ₹32.94 crore for Q2, reflecting a year-on-year increase of approximately 42.6% from ₹23.10 crore in the prior-year period. • Consolidated Net Profit: ₹32.94 crore for Q2, YoY increase of ₹9.84 crore. • Strong operational performance attributed to increased demand from domestic OEMs and export channels within the auto component sector. #TALBROAUTO #Automotive #Nifty #StockMarketIndia #StocksToWatch #StocksInFocus #MarketUpdate

📊 FINANCIAL RESULTS | #POWERMECH Power Mech Projects reported a consolidated net profit of ₹83.84 crore for Q2, reflecting a growth from ₹74.92 crore year-on-year, while EBITDA witnessed a 21.8% increase to ₹179 crore. • Net Profit: ₹83.84 crore; EBITDA: ₹179 crore, up 21.8% YoY. • Operational performance indicates strong execution momentum in industrial services and thermal EPC, with recent contract wins enhancing revenue visibility. #POWERMECH #PowerInfrastructure #Nifty #StockMarketIndia #StocksToWatch #StocksInFocus #MarketUpdate

📊 FINANCIAL RESULTS | #AVTNPL AVT Natural Products reported a consolidated net profit of ₹30.9 crore for Q2, a significant increase from ₹13.3 crore year-on-year, reflecting strong operational performance across its business segments. • Consolidated Net Profit: ₹30.9 crore vs ₹13.3 crore YoY • Continued focus on high-value plant extracts contributed to improved operating margins; earnings valuation and investor sentiment remain positive within the food processing sector. #AVTNPL #FoodProcessing #Nifty #StockMarketIndia #StocksToWatch #StocksInFocus #MarketUpdate

📊 FINANCIAL RESULTS | #MPSLTD MPS Limited has upgraded its FY27 EBITDA projection to at least ₹310 crore following a robust performance in Q1 FY27, which saw EBITDA increase by 53.03% YoY to ₹76.96 crore. • Revised EBITDA Target: ₹310 crore (previously ₹300 crore) • Reflects strong operational leverage and margin growth leading to increased earnings visibility for FY27. #MPSLTD #DigitalPublishing #Nifty #StockMarketIndia #StocksToWatch #StocksInFocus #MarketUpdate