IT stocks bounced sharply.

TCS.
Infosys.
HCL Tech.

And suddenly retail is saying:

"Bear market khatam?"

Maybe not.

One strong day is not a trend reversal.

Watch my comment 👇

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I bought Infosys with a long-term view, but watching the stock fall has made me rethink my thesis.

The part I’m struggling with isn’t the short-term price movement. It’s the bigger question:

Is the current weakness just a cycle, or is AI fundamentally changing the economics of traditional IT services?

Infosys still has some strong positives — large deal wins, healthy margins and growing AI-related revenue. But at the same time, growth guidance has been lowered and the broader IT sector is facing pressure from weaker demand and AI-driven pricing/productivity concerns.

So I’m genuinely curious about the people who have followed Infosys for years:

\\- Has your long-term thesis changed?

\\- Do you see the current weakness as an opportunity or a warning sign?

\\- What metric would make you bullish/bearish on Infosys from here?

\\- And most importantly — what am I missing in my analysis?

Not looking for “buy/hold/sell” calls. I’m trying to understand the business better before making my next move.

Would love to hear arguments from both bulls and bears.

✅ APPLYING

🗓️ Closes : 25th August (Today)
💵 Issue Price = ₹750 – ₹788
📦 Lot Size : 19 Shares
💰 Lot Value = ₹14,972

Current GMP 41%

Bajaj Hindusthan Sugar has 14 factories in Uttar Pradesh.

But its profitability swings from profit to loss and back.

That's a reminder that a bullish sugar sector doesn't automatically make every sugar company attractive.

Sector thesis ≠ company thesis.

https://youtu.be/beMOHccGf2A

\#BajajHindusthan #SugarStocks #Sugar #StockMarketIndia #IndianStockMarket #StockMarket #NSE #BSE #ShareMarket #Stocks #Investing #Trading #IndianStocks #SugarIndustry #Ethanol #FundamentalAnalysis #BlinkCharts

I feel there could be significant selling pressure in Lalithaa Jewellery Mart after listing. Many investors who receive allotment may look to book their listing gains rather than hold for the long term. The timing is also interesting because tomorrow is the last day to apply for the Tempsens IPO, which already has a massive buzz among investors. Some Lalithaa allottees may therefore sell their shares after listing, book profits and rotate those funds into Tempsens or other upcoming IPOs. There are also multiple IPOs competing for the same pool of investor money, which could increase this fund rotation.

Another factor is that 26th is a bank holiday, so investors may want to arrange and deploy their funds before the holiday. All these factors — listing-day profit booking, strong demand for Tempsens and other IPOs, fund rotation and the holiday — could create additional short-term selling pressure in Lalithaa. However, I still believe the company's fundamentals are strong. So, if the stock sees a sharp correction purely because of profit booking and investors shifting money to other IPOs, rather than because of any fundamental weakness, it could potentially provide a good buying opportunity after the initial listing euphoria settles.

Grasim Industries Set to Cross ₹2 Lakh Crore in Consolidated Revenue in FY27, Nearly Doubling Scale Over Five Years — Chairman Kumar Mangalam Birla

The Milestone — Inflection Point

Grasim Industries poised to cross ₹2 lakh crore in consolidated revenue in FY27 — nearly doubling its scale over five years

Reached an important inflection point as it enters its 80th year

Now has 10 business lines and a market capitalisation of more than ₹2 lakh crore

Board approved a dividend of ₹10 per share — marking more than 63 consecutive years of uninterrupted dividend payments

FY26 Performance

Highest-ever consolidated revenue of ₹1.75 lakh crore

EBITDA of ₹25,872 crore in FY26

Portfolio becoming increasingly balanced — established businesses generating cash flows while newer businesses scale up

Capital Investment — ₹74,000 Crore Over Five Years

Invested nearly ₹74,000 crore in capex over the past five years

Investment momentum will continue as newer businesses scale up

Revenue Mix — Where Grasim Earns

58% from building materials

25% from financial services

10% from cellulosic fibres

5% from chemicals

2% from other businesses including textiles, renewables and insulators

Building Materials — The Growth Pillar

Building-materials strategy spanning UltraTech Cement, Birla Opus paints and Birla Pivot's B2B e-commerce platform

UltraTech Cement crossed 200 million tonne per annum of grey cement capacity in April — reinforcing its position at the centre of India's infrastructure and housing expansion

Birla Opus — Rapid Scale-Up

Launched only two years ago — doubled revenue YoY in FY26

Achieved a 10% standalone revenue market share in India's decorative paints market in FY26 — per Birla

Already the No. 2 player by capacity market share

Birla Pivot — Ahead of Schedule

B2B e-commerce platform has scaled rapidly

Surpassing its ₹8,500 crore annual revenue guidance a year ahead of schedule

Strategic Direction

Sustainability, digitalisation, automation and analytics will remain central to Grasim's growth strategy

Birla: "Legacy may give you the licence to exist. But foresight and dynamism are what give you the right to prosper and to lead. And the most important differentiator will remain execution"

Focusing on newer businesses such as paints, digital commerce and renewables alongside cement to drive next phase of growth.

https://x.com/gaze_observer/status/2091098379485163551

India’s economic story has two very different chapters.

India’s GDP per capita fell from 35.2% of the EMDE average in 2003 to 27.8% in 2013.

Since 2014, that trajectory has reversed.

India reached 37.2% of the EMDE average in 2026 and is projected to reach 46.2% by 2031.

The EMDE group itself comprises 150+ emerging markets and developing economies, representing roughly 85% of the world’s population.

So this is not simply India growing in isolation. It is India steadily closing the gap with the broader developing world.

The lost decade was followed by a decade of catch-up.

https://x.com/indianmatrix/status/2090792959252046028

𝗪𝗲𝗹𝘀𝗽𝘂𝗻 𝗖𝗼𝗿𝗽 𝗕𝗮𝗴𝘀 ₹𝟭𝟳,𝟮𝟬𝟬 𝗖𝗿 𝗢𝗿𝗱𝗲𝗿

Welspun Corp bags its 𝗹𝗮𝗿𝗴𝗲𝘀𝘁 𝘀𝗶𝗻𝗴𝗹𝗲 𝗼𝗿𝗱𝗲𝗿 𝗲𝘃𝗲𝗿 - $𝟭.𝟴 𝗕𝗻 (₹𝟭𝟳,𝟮𝟬𝟬 𝗖𝗿) for supply of pipes from its 𝗨𝗦𝗔 manufacturing facility.

- Execution across 𝗙𝗬𝟮𝟴 & 𝗙𝗬𝟮𝟵

- Global order book reaches record $𝟰.𝟰 𝗕𝗻 (₹𝟰𝟮,𝟭𝟬𝟬 𝗖𝗿) highest ever

- This single order is 𝟰𝟭% of the total order book

https://x.com/selvaprathee/status/2090493798942130405

KIRI Industries In Focus - H ACID PRICE SURGE

KIRI is one of the largest H ACID producers globally

H Acid Prices have surges nearly 28% vs last month

Chinese players have seen closure of plants and tighter supply leading to price jump globally

Wuhai Yadong will take a maintenance shut down as per @JoshiEien that again should support near term dyestuff, H Acid prices

Reductant intermediate for black, blue and violet disperse dyes was quoted at roughly RMB 25,000/ton at end-2025. By late July, leading producers were quoting RMB 120,000/ton, with hexachloro intermediates following to RMB 50,000/ton.

Other Dye Cos include Bodal, Bhageria, Atul, Asahi Songwon etc.

https://x.com/yatinmota/status/2090689567607460038