In today’s briefing:
- Quiddity Leaderboard NIFTY Sep25: US$1bn+ Total One-Way Flows; ADDs Strongly Outperforming DELs
- #134 India Insight: EU 0% Auto Tariff; Warburg ₹800cr Bailout; PAG Plans ₹2.2kcr Nuvama Stake Sale
- #2 Leadership Bytes(08-Apr-25)
- IndiQube Spaces Pre-IPO – Capacity Has Been Expanding, Though Margins Remain Unstable
Quiddity Leaderboard NIFTY Sep25: US$1bn+ Total One-Way Flows; ADDs Strongly Outperforming DELs
- NIFTY 50 represents the 50 largest stocks listed in the National Stock Exchange (NSE) of India and the NIFTY Next 50 index tracks the next 50 largest names.
- In this insight, we take a look at the names leading the race to become ADDs/DELs for these indices in the September 2025 index rebal event.
- We see two changes for NIFTY 50 and five changes for NIFTY 100.
#134 India Insight: EU 0% Auto Tariff; Warburg ₹800cr Bailout; PAG Plans ₹2.2kcr Nuvama Stake Sale
- The EU is negotiating with India to remove the 100% import duty on fully built cars under FTA.
- Warburg Pincus plans to lead a INR600 – 800 crore rights issue to rescue troubled Fusion Micro Finance (FUSION IN).
- PAG has hired JP Morgan and Morgan Stanley to sell its INR 2.2k crore controlling stake in Nuvama Wealth Management (NUVAMA IN).
#2 Leadership Bytes(08-Apr-25)
- Bank of Maharashtra (BOMH IN) , Samvardhana Motherson International Ltd (MOTHERSO IN) and Cyient Ltd (CYL IN) . have announced major initiatives spanning branch expansion, localization, and semiconductor investments.
- Each company is adopting targeted strategies to strengthen funding models, tap into tech-led growth, and diversify revenue streams.
- These updates reflect a broad focus on operational efficiency, capital discipline, and long-term growth across sectors like finance, auto, and semiconductors.
IndiQube Spaces Pre-IPO – Capacity Has Been Expanding, Though Margins Remain Unstable
- IndiQube Spaces Ltd (1628202D IN) (ISL) is planning to raise about US$100m in its upcoming India IPO.
- ISL is a managed workplace solutions provider offering technological workplace solutions. As per CBRE Report, ISL is among the leading operators in Bengaluru as of Jun 24.
- ISL offers enterprise workplace solutions, from large hubs to small spokes, enhancing employee experience through integrated interiors, amenities, and various value-added services for a seamless, efficient office environment.
💡 Before it’s here, it’s on Smartkarma
Sign Up for Free
The Smartkarma Preview Pass is your entry to the Independent Investment Research Network
- ✓ Unlimited Research Summaries
- ✓ Personalised Alerts
- ✓ Custom Watchlists
- ✓ Company Data and News
- ✓ Events & Webinars
