SMC Global Securities Limited

Adani Enterprises reported ₹32,924 crore in revenue and ₹5,642 crore in EBITDA in Q1 FY27, supported by growing contributions from its airports and copper businesses. However, the ₹1,160 crore net loss shows that strong operating performance does not always translate into bottom-line profitability. With a proposed ₹15,000 crore QIP, the focus now shifts to capital allocation, balance-sheet strength and the scaling of its emerging businesses. #AdaniEnterprises #QuarterlyResults #EquityResearch #IndianStockMarket #Investing #AdaniEnterprises #QuarterlyResults #EquityResearch #IndianStockMarket #Investing

Energy has emerged as the strongest-performing S&P 500 sector over the past year, delivering 43.89% returns, followed by Information Technology at 33.34% and Healthcare at 25.88%. The key takeaway? Market leadership is broader than just technology. Sector rotation can create opportunities where investor attention is still limited. #SP500 #USMarkets #SectorRotation #Investing #StockMarket #SP500 #USMarkets #SectorRotation #Investing #StockMarket

An IPO can look exciting, but the real question is: is it worth your money? 📊 Before you apply, check these 5 things: Business & moat • Financials • Use of IPO money • Key risks • Valuation & peers Because good business ≠ good investment at any price. Analyse first. Apply later. With SMC ACE. #IPO #StockMarket #Investing #SMCGlobal #IPO #StockMarket #Investing #SMCGlobal

Jio wins on scale. Airtel wins on monetisation. Vi is still fighting for survival. Jio leads in market share, subscribers and revenue, while Airtel generates the highest ARPU, EBITDA margin and profit. Vi retains a meaningful customer base, but continued losses highlight the widening gap between subscriber scale and financial strength. India’s telecom market is increasingly becoming a two-player battle—but Jio and Airtel are winning it in very different ways. #TelecomSector #RelianceJio #BhartiAirtel #VodafoneIdea #EquityResearch #TelecomSector #RelianceJio #BhartiAirtel #VodafoneIdea #EquityResearch

India’s forex reserves have climbed from $475 billion in 2020 to over $729 billion in 2026—an increase of more than 50%. A stronger reserve buffer improves India’s ability to manage currency volatility, fund imports and withstand global financial shocks. In an uncertain world, this is not just money in the bank—it is economic protection. #ForexReserves #IndianEconomy #RBI #Macroeconomics #IndiaGrowth #ForexReserves #IndianEconomy #RBI #Macroeconomics #IndiaGrowth

India’s economy expanded by a stronger-than-expected 7.8% in Q1 2026, continuing its run as one of the world’s fastest-growing major economies. A strong headline print—but for investors, the real question is whether this growth translates into higher consumption, private capex and sustained corporate earnings. #IndiaGDP #IndianEconomy #EconomicGrowth #Investing #StockMarket #IndiaGDP #IndianEconomy #EconomicGrowth #Investing #StockMarket

Anthropic at a $2T valuation. Overvalued or the next AI giant? 👀 Revenue is exploding, Claude Code is taking off, and businesses are spending more on AI. But at this valuation, the expectations are massive. Would you buy Anthropic at this price or stay away? #Anthropic #AI #USStocks #Investing #SMCGlobal #Anthropic #AI #USStocks #Investing #SMCGlobal

ITC is much more than just a cigarette company 📊 While Cigarettes remain the largest business at 47.6% of revenue, the Agri Business contributes 25%, other FMCG businesses 20% and Paperboards, Paper & Packaging another 7.1% The interesting part is how ITC uses the strong cash generation from its core cigarette business to build and scale businesses across FMCG, agriculture and packaging #ITC #FMCG #StockMarketIndia #Investing #EquityResearch #ITC #FMCG #StockMarketIndia #Investing #EquityResearch

Porinju Veliyath is known for looking beyond popular large caps and finding opportunities in lesser-known businesses 📊 His disclosed portfolio is worth around ₹234 Cr, with Aurum PropTech alone accounting for ₹107.5 Cr, followed by Geojit Financial Services, Orient Bell and TAAL Tech The portfolio is an interesting example of a high-conviction, small & mid-cap focused investing style, where a few large bets can drive overall returns #PorinjuVeliyath #StockMarketIndia #Portfolio #Investing #SmallCapStocks #PorinjuVeliyath #StockMarketIndia #Portfolio #Investing #SmallCapStocks