POONAWALLA.NSE

Poonawalla Fincorp Ltd.

Indian conglomerate Reliance Industries reported a 14.3% rise in profit while Jio’s profit grew 12.8% 

In this briefing: Canara Robeco AMC Ltd Pre-IPO: Strong Topline Growth & Expanding Margins CommBank Shares Poised For A Break-Out Kingsway Financial Svcs Inc (KFS) - Monday, Jul 7, 2025 Primer: Poonawalla Fincorp (POONAWAL IN) - Oct 2025 Tower Limited Westpac Partnership Supports FY27 Growth 1. Canara Robeco AMC Ltd Pre-IPO: Strong Topline Growth & Expanding Margins Canara Robeco AMC (570515Z IN) is looking to raise US$150m in its upcoming India IPO. Canara Robeco has registered a CAGR of 34% and 33% in AUM and management fees, respectively, from FY22 to FY24. Profitability margins have also expanded steadily in the same period. In this note, we look at the companys past performance. 2. CommBank Shares Poised For A Break-Out CommBank's shares broke down in July, but recently the share price has been shown more positive signs of moving higher, Fairmont Equities' Michael Gable reports. 3. Kingsway Financial Svcs Inc (KFS) - Monday, Jul 7, 2025 Key points (machine generated) Kingsway Financial (KFS) is a publicly-traded company in Chicago using the search fund model to acquire and develop businesses.

In this briefing: Q2FY26 Earnings Preview - CEMENT Tourism And Airlines: Chinese Tourist Arrivals Surged During The Golden Week - Neutral Primer: Poonawalla Fincorp (POONAWAL IN) - Oct 2025 LG Electronics India IPO: Valuation Insights Milky Mist Dairy Food Pre-IPO: Steady Topline Growth But Low Profitability 1. Q2FY26 Earnings Preview - CEMENT Cement demand in Q2FY26 is expected to show single-digit YoY growth due to seasonal monsoon weakness, following robust 12% volume growth observed in Jul25. Rural demand is likely to outperform urban, supported by above-average monsoon and wage growth, while infrastructure spending continues to support overall volumes. Core sector data released by the central government confirms an 8% YoY growth in cement output during JulAug25, driven by robust activity in infrastructure and construction. Content is external broker report sourced from online content aggregator through publicly available sources and is displayed below for general informational purposes only.

In this briefing: Tourism And Airlines: Chinese Tourist Arrivals Surged During The Golden Week - Neutral Primer: Poonawalla Fincorp (POONAWAL IN) - Oct 2025 LG Electronics India IPO: Valuation Insights Milky Mist Dairy Food Pre-IPO: Steady Topline Growth But Low Profitability Sovereign AI. National Strategic Imperative, FOMO Or Both? 1. Tourism And Airlines: Chinese Tourist Arrivals Surged During The Golden Week - Neutral Mr. Adith Chairattanannon, Secretary-General of the Association of Thai Travel Agents (ATTA), reported strong growth in Chinese tourist arrivals during the Golden Week (September 28 October 6, 2025), as follows: Direct flights from China recorded an average load factor of 99%, roughly three times higher than normal. The ATTA data above aligns with information from the Civil Aviation Authority of Thailand (CAAT). 2. Primer: Poonawalla Fincorp (POONAWAL IN) - Oct 2025 Transformed Business Model: Following the acquisition by the Poonawalla Group, the company has pivoted from its legacy as Magma Fincorp to a tech-driven NBFC.

In this briefing: Krungthai XSpring Zoom Eng. October 6, 2025 Primer: Poonawalla Fincorp (POONAWAL IN) - Oct 2025 CMTX IPO Valuation Analysis Milian Technology IPO Preview: Driving Profitable Expansion Through Yidui and Tietie Apps Milky Mist Dairy Food Pre-IPO: Steady Topline Growth But Low Profitability 1. Krungthai XSpring Zoom Eng. October 6, 2025 The SET Index is expected to trade sideways up today, with the resistance at 1,300/1,313 points and the support at 1,285/1,268 points. Crude oil prices rebounded this morning (WTI +1.17%, Brent +1.1%) after OPEC+ agreed to raise its production quota for November by 137k barrels per day, keeping it unchanged from October. Thailand's September inflation data will be released today, with consensus expecting a contraction of 0.63% YoY, slightly narrower than August's 0.79% YoY. 2. Primer: Poonawalla Fincorp (POONAWAL IN) - Oct 2025 Transformed Business Model: Following the acquisition by the Poonawalla Group, the company has pivoted from its legacy as Magma Fincorp to a tech-driven NBFC.

In this briefing: Primer: Poonawalla Fincorp (POONAWAL IN) - Oct 2025 CMTX IPO Valuation Analysis Milian Technology IPO Preview: Driving Profitable Expansion Through Yidui and Tietie Apps Milky Mist Dairy Food Pre-IPO: Steady Topline Growth But Low Profitability 1Spatial Expansion with UK Power Networks 1. Primer: Poonawalla Fincorp (POONAWAL IN) - Oct 2025 Transformed Business Model: Following the acquisition by the Poonawalla Group, the company has pivoted from its legacy as Magma Fincorp to a tech-driven NBFC. It now focuses on prime retail consumers and MSME segments with a digital-first approach, significantly improving its risk profile and operational efficiency. Strong Parentage and Financial Flexibility: Backed by the Cyrus Poonawalla Group, the company benefits from a strong brand, significant capital infusion, and access to lower-cost funding. This has resulted in a 'AAA' credit rating and provides a substantial competitive advantage in the crowded NBFC space. Aggressive Growth Strategy: Management has outlined a clear vision for rapid expansion, aiming to significantly grow its Assets Under Management (AUM) by diversifying its product suite and expanding its distribution network.

Promoter Rising Sun Holdings infused ₹1,500 crore via private placement. The stock is also set to reclassify as a mid-cap by 2026, further boosting investor sentiment.

Analysts flag 25,500 as a key resistance zone for the Nifty index.

The broader markets are expected to open on a positive note after the US Federal Reserve slashed the benchmark interest rate by 25 basis points.