Q2FY26 FMCG round-up: a qtr of positive surprises Key commentary/highlights: HUL: H2FY26 to be better than H1. Margins to remain at similar levels except ice cream biz. Margins to range 50-60 bps higher annually after ice cream biz demerger. Nestle: Addition of a new MAGGI

Deepak Gupta, GAIL on CNG issue: Exclusive to ET NOW: Pipeline supply to be restored in 24-30 hours. Expecting 1.5-2 mmscmd volume loss on the back of this disruption. There was a third-party damage the the pipeline. The pipeline has been evacuated at present. Will restore

V2 RETAIL: STORE ADDITION GUIDANCE HIKED Net store addition target hiked to 150 from 120 for FY26 Mgmt: Company to become debt-free by end of Q3. #v2retail #Q2Results #Q2FY26 #Q2WithETNOW #valueretail #Retail #fashion

#EarningsWithETNOW | #Q2FY26 Consumption Sector Shines! Staples strong with stable demand, Tata Consumer posts 14% volume growth, margins improving… Can the sector lift even higher? Snehi Shah breaks it down 👇 #Consumption #Q2FY26 #EarningsReview #MarketUpdate #ETNOW

MORGAN STANLEY ON ETERNAL: Hikes TP to ₹427 vs ₹420 Overweight maintained. Eternal offers the best risk–reward in the coverage. Recent 14–15% correction seen as a buying opportunity. Strategy of aggressively expanding customer market share (via dark-store expansion) is

Block Deals today Ashesha Adhvaryu Paytm: Elevation Capital (SAIF Partners) looking to sell 2% stake Deal likely to be executed at ₹1,281 per share ~4% discount to Monday's closing price Total deal size: ₹1,640 cr Mphasis: Blackstone is set to sell up to 9.5% of its stake Block

JSW Energy in Focus: CFO resigns JSW Energy's Finance Chief exits after 13-year run Pritesh Vinay resigns as Director (Finance) Steps down after 5 years as CFO Started as Head of Group Investor Relations Scaled to board-level position Transformation under his tenure:

Citi India Equity Strategy: Sept 2026 Nifty Target: 27,600 Q2 Slightly Ahead of Estimates: Headline EBITDA growth at 12% YoY was in-line Headline PAT growth at 12% YoY was ahead of est EBITDA ‘beats’ prominently in Financials, Healthcare,  Staples (subdued expectations) EBITDA

Nuvoco Vistas in Focus Signed SPA for acquisition of 100% of securities of Algebra Endeavour Pvt Ltd from JSW Cement. Vadraj Energy (Gujarat) Limited, wholly owned subsidiary of Algebra has power plants at Kutch and Surat. Objective of Acquisition: The said facilities will be

Goldman Sachs on PTC Inds: Maintain Buy, TP unchanged at `24,725; stay positive on the stock. Implying an exit multiple of 53x FY28E EPS Capacity expansion at Mehsana to add competencies in industrial casting segment Will enhance the capabilities of the facility cia

Citi on ICICI Lombard: Adding to Downside 90-Day Catalyst Watch Rate ICICI Lombard as Sell Target Price: Rs 1710/sh (16.3% from yesterday's closing price) What trigged the downside catalyst watch? -Elevated competitive pressure across most lines and consequent pressure on

Jefferies on WeWork India Initiate coverage with a Buy rating, TP at `790. Expect a 22/28% revenue/EBITDA CAGR over FY25-28E. Largest flexible workspace operator by revenues in India. At ~17% CAGR, flexible workspace stock is growing at 2x the pace of office stock. Room for

#WATCH | WeWork rallies as Jefferies initiates coverage with a buy rating and a ₹790 target, noting the country’s largest flexible workspace player is well funded for expansion Snehi Shah shares the details #WeWork #Jefferies #BuyRating

#WATCH | QSR players are reporting healthy gains following a new circular from South Central Railways Snehi Shah joins in with details #QSR #SouthCentralRailways #MarketUpdate

QSR stocks up, IRCTC down Sapphire +3% Devyani +2% Westlife +1% IRCTC -1% Railways issues new circular (Nov 13) allowing premium branded food outlets at stations McDonald’s, KFC, Pizza Hut, Baskin Robbins, Haldirams, Bikanerwala named in the circular They’ll be under a new

The Global Desk | Global markets weakened with Wall Street extending losses on AI worries and Europe hitting one-month lows, while Trump named Saudi Arabia a major non-NATO ally and Bessent signalled a Fed chair decision after Thanksgiving Snehi Shah breaks down global updates

#WATCH | Are AI valuations finally hitting a ceiling? With Sundar Pichai warning of “irrational exuberance” and NVIDIA’s big earnings on the horizon, markets are on edge. #ETNOW's Snehi breaks down what this means for global investors👇 Snehi Shah #SundarPichai #NVIDIA