RITES.NSE

RITES Ltd.

Varanasi: A three-member delegation from Mozambique railways, accompanied by officials from RITES, visited BLW on Monday to assess the manufacturing s.

In this briefing: Exencial Industry Tidings 25/11/2025 Bajaj Housing Finance (BHF IN) Lucror Analytics - Morning Views Asia Top Conviction Ideas - “Consolidated Q2FY26” Pick of the Week: RITES Limited - 22nd November, 2025 1. Exencial Industry Tidings 25/11/2025 Rabi sowing up 12.3 % as of 21 November 2025 Acrylic staple fibre exports fall by 48.2% in September 2025 Fertiliser imports up 143.67 % during July -October 20 25 2. Bajaj Housing Finance (BHF IN) Bajaj Housing Finance (BHF IN) is a priced to perfection narrative. The current valuation (37.3x P/E, 4.2x P/B) prices the stock for absolute perfection in an environment that is distinctly imperfect and rapidly deteriorating. A critical red flag highlighted in the Q2 transcript is the elevated annualized attrition rate. 3. Lucror Analytics - Morning Views Asia In today's Morning Views publication we comment on developments of the following high yield issuers: Delhi Int'l Airport UST yields fell yesterday, led by the long end, on the back of a solid 2-year note auction and surprisingly dovish comments from San Francisco Fed President Mary Daly.

In this briefing: Bajaj Housing Finance (BHF IN) Lucror Analytics - Morning Views Asia Top Conviction Ideas - “Consolidated Q2FY26” Pick of the Week: RITES Limited - 22nd November, 2025 AI And Investing In The New Technological Revolution 1. Bajaj Housing Finance (BHF IN) Bajaj Housing Finance (BHF IN) is a priced to perfection narrative. The current valuation (37.3x P/E, 4.2x P/B) prices the stock for absolute perfection in an environment that is distinctly imperfect and rapidly deteriorating. A critical red flag highlighted in the Q2 transcript is the elevated annualized attrition rate. 2. Lucror Analytics - Morning Views Asia In today's Morning Views publication we comment on developments of the following high yield issuers: Delhi Int'l Airport UST yields fell yesterday, led by the long end, on the back of a solid 2-year note auction and surprisingly dovish comments from San Francisco Fed President Mary Daly. The yield on the 2Y UST declined 1 bp to 3.50%, while that on the 10Y UST was down 4 bps at 4.03%.

In this briefing: Top Conviction Ideas - “Consolidated Q2FY26” Pick of the Week: RITES Limited - 22nd November, 2025 AI And Investing In The New Technological Revolution Ray Dalio’s All-Weather Portfolio Works In Any Market – And This Tweak Makes It Even Better Khazanchi Jewellers: Scaling Wholesale Strength and Building Retail for the Future 1. Top Conviction Ideas - “Consolidated Q2FY26” Companies under our coverage delivered YoY growth of 16% in volume, 22% in revenue, 60% in EBITDA, and 195% in PAT, beating our expectations. This compares to forecasted growth of 8% in volume, 13% in revenue, 47% in EBITDA, and 68% in PAT. EBITDA/tonne during the quarter improved notably. EBITDA margins expanded by 400 bps YoY, supported by higher volumes and realisation, which grew by 16% and 4.5% respectively. Content is external broker report sourced from online content aggregator through publicly available sources and is displayed below for general informational purposes only. Refer full disclaimer below. 2.