TLDR
Market Recap: November 13, 2025
On November 13, Indian equities finished flat on Thursday amid weekly expiry and state-election watch. Sensex closed at 84,478.67 (+12.16, +0.01%) and Nifty 50 at 25,879.15 (+3.35, +0.01%). Nifty Midcap 100 60,692.05 (-0.35%), Nifty Smallcap 100 18,183.65 (-0.37%). India VIX ~12.10 (-0.1%) signaled muted volatility. Metals and realty outperformed while IT, FMCG and PSU banks lagged; DIIs offset mild FII selling.
Key Drivers :
Macro cue: Moody’s kept a constructive medium-term view on India's GDP growth near 6.5 percent through 2027, tempering near-term caution.
Flows: FII -₹384 crore provisional in cash, while DII +₹3,092 crore supported dips.
Positioning: Ahead of regional election results and a heavy results day, sectors rotated toward metals and realty; banks, FMCG, and IT underperformed.
Today’s Top Stories:
Eicher Motors: Q2 beat on record RE sales; stock slightly softer.
Hero MotoCorp: Profit and revenue up 16 percent; shares near flat.
Tata Motors CV: Loss from MTM drag despite revenue growth; stock down -2 percent.
Samvardhana Motherson: Earnings beat lifts shares by 3.5 percent.
Page Industries: Mild profit decline on soft demand; stock slips.
TOP STORIES
1. Eicher Motors Q2 beat on Royal Enfield surge
Gemini-2.5
Financial performance: Consolidated PAT ₹1,369 crore, +24.5 percent YoY; revenue ₹6,172 crore, +44.8 percent on record Royal Enfield volumes.
Strategic take: Mix shift toward premium 350cc-plus models and export ramp improved operating leverage, sustaining brand premiumization.
Market reaction: Stock eased 0.3 percent by close.
Eicher Q2 beat on record Royal Enfield volumes. Is the upcycle intact?
2. Hero MotoCorp tops profit view on tax-cut demand and exports
Gemini-2.5
Financial performance: Q2 profit ₹1,393 crore, +15.7 to 16 percent YoY; revenue ₹12,126 crore, +16 percent.
Strategic take: Export channels expanded with new EU distributors while domestic demand benefited from sub-350cc GST cut.
Market reaction: Shares were marginally lower by around 0.4 percent during the session.
Hero profit up and exports ramping; GST cut helps. What is your outlook?
3. Tata Motors Commercial Vehicles posts Q2 loss on MTM hit
Gemini-2.5
Financial performance: Newly listed CV arm reported ₹867 crore consolidated loss; revenue +6 percent YoY to ~₹18,5xx crore as MTM on Tata Capital stake weighed.
Strategic take: Company guides for high single-digit H2 demand on tax cuts and infra pickup; demerger unlock positioning continues.
Market reaction: TMCV closed -2.26 percent at ₹320.25.
Tata Motors CV posts Q2 loss on MTM hit. Do you see H2 improving?
4. Samvardhana Motherson beats estimates on broad-based growth
Gemini-2.5
Financial performance: Q2 profit beat Street with revenue growth across units, aided by global auto demand.
Strategic take: Diversified OEM exposure and integration of recent acquisitions supported margin resilience.
Market reaction: The Stock jumped 3.5 percent intraday on heavy volumes.
Motherson beats with broad growth and M&A. Are margins sustainable?
5. Page Industries profit dips slightly on subdued discretionary demand
Gemini-2.5
Financial performance: Q2 PAT ₹1.95 billion, slightly lower YoY; revenue +4 percent with expenses rising 5 percent.
Strategic take: Management banks on tax cuts and channel expansion to revive growth in innerwear and athleisure.
Market reaction: Shares fell nearly 2 percent post-print.
Page Industries profit dips on soft demand. Is the reset temporary?
GYAANI HOT TAKES
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