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Consumer Cyclical

Swiggy’s Q4 Results Show 22.6% YoY GOV Growth

Swiggy’s Q4 results reveal a 22.6% YoY GOV growth, surpassing INR 1,000 Cr in adjusted EBITDA.

Deputy Editor, Equities for tradealone

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Swiggy's Q4 Results Show 22.6% YoY GOV Growth - TradeAlone

Swiggy’s food delivery business achieved a remarkable 22.6% year-over-year (YoY) growth in Gross Order Value (GOV) for Q4 2026, surpassing INR 1,000 crore in adjusted EBITDA. This strong performance highlights the company’s resilience and growth potential in a competitive market.

Strong Food Delivery Performance

The food delivery segment saw a significant surge, with GOV growing by 22.6% YoY to INR 9,005 crore. The number of Monthly Transaction Units (MTUs) also grew by 21% YoY to reach 18.3 million. This growth is attributed to focused launches across the ‘selection-speed-affordability’ framework, which has driven user engagement and improved margins.

Out-of-Home and Instamart Growth

Out of Home (OOH) GOV grew by 43% YoY, marking its first full year of profitability. Instamart, Swiggy’s quick commerce platform, posted a 68.8% YoY GOV growth to INR 7,881 crore. Despite a quarterly loss of INR 858 crore, the segment’s contribution margin improved by 65 basis points QoQ to -1.8%.

Looking Ahead

Sriharsha Majety, MD & Group CEO of Swiggy, emphasized the company’s focus on anticipating consumer needs and improving unit economics. With a strong balance sheet, Swiggy remains on track for contribution margin breakeven in line with its guidance for FY27.

Source: NSE Corporate Announcement

Fundamental & Technical Analysis of Swiggy Limited

Swiggy Limited belongs to the › sector. Here’s a quick read on where the business and the stock stand today.

SWIGGY
Consumer Cyclical › Internet Retail
CONSOLIDATING DOWN
38
Fundamental
74
Technical
56
Overall

1W -17.9%
1M -19.73%
3M -32.98%
Cap: Large
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Swiggy falls 12.7% over three months and has not found a floor yet. Margins at 21.0% are impressive but need to be sustained — any compression would be a red flag. 4 loss quarters over five years is a serious red flag — earnings quality is poor and recovery is not guaranteed. The stock gains 3.8% in the last month, recovering from the three-month slide. However, it is too early to call this a confirmed reversal. Revenue grows at 39.3% yet the PEG reaches 99.00 — expensive for that growth. Furthermore, the stock drops 12.7% in three months. Neither value nor momentum supports this setup. It needs an earnings beat or a price reset first. Check Fundamentals of Swiggy Limited.

Consumer Cyclical

D. P. Abhushan Limited (NSE: Dpabhushan) Reports Strong Festive Season Performance

D.P. Abhushan Limited (NSE: DPABHUSHAN) reports a 13.81% YoY growth in festive season sales, reaching ₹815 crore, driven by robust demand across key jeweller.

kuldeep yadav tradealone

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D. P. Abhushan Limited NSE: Dpabhushan Festive Season Performance

D.P. Abhushan Limited (NSE: DPABHUSHAN), one of India’s leading jewellery retailers, announced its impressive sales performance for the 2026 festive season, covering the 29-day period from Navratri to Diwali. The company recorded total sales of ₹815.05 crore, representing a 13.81% year-over-year growth compared to ₹716.14 crore during the corresponding period in 2025.

Festive Sales Breakdown

The growth was driven by healthy customer traction across key festive occasions, including Dhanteras and Pushya Nakshatra, along with significant momentum in diamonds and silver. Gold continued to be the cornerstone of the business, delivering healthy growth.

Retail Expansion Strategy

The company further progressed its retail expansion strategy by finalising two new COCO showrooms in Madhya Pradesh, with approximately 3,500 sq. ft. in Mandsaur and around 5,800 sq. ft. in Sagar, strengthening its retail footprint across key regional markets.

Looking Ahead

Speaking on the occasion, Mr. Santosh Kataria, Managing Director, said: ‘We are pleased with our performance during the festive season, with sales growing 13.81% YoY to ₹815.05 crore during the comparable 29-day Navratri-to-Diwali period. As we expand our network, our focus remains on disciplined growth, selecting markets with attractive long-term potential while maintaining the customer experience, product quality, purity, and transparency that have been central to the D.P. Jewellers brand.’

Source: NSE Corporate Announcement

Fundamental & Technical Analysis of D. P. Abhushan Limited

D. P. Abhushan Limited belongs to the › sector. Here’s a quick read on where the business and the stock stand today.

DPABHUSHAN
Consumer Cyclical › Luxury Goods
BREAKOUT
80
Fundamental
92
Technical
86
Overall

1W -18.32%
1M -20.43%
3M +28.22%
P/E: 17.9 Cap: Small
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D. posts a 28.2% three-month gain, but softens in the last few weeks. The PEG of 0.27 is extremely low. Either the market misses the growth story, or there is a catch worth investigating. Thin margins at 5.5% leave limited room for error — any demand softness or cost spike hits the bottom line hard. The stock gives back 20.4% in the last month despite a positive three-month run. As a result, the earlier momentum appears to be fading. Both the business and the stock move in the right direction. Revenue grows at 27.0%, profits at 67.2%, and the PEG sits at 0.27 — below its growth rate. That combination is rare. Check Fundamentals of D. P. Abhushan Limited.

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Consumer Cyclical

Kalyan Jewellers India Limited (kalyankjil) Q2 FY27: Revenue Surpasses Rs 10,300 Crore, PAT Rises 64%

Kalyan Jewellers India Limited (NSE: KALYANKJIL) reports strong Q2 FY27 results with revenue of Rs 10,323 crore and PAT of Rs 427 crore.

Pranab Tyagi at TradeAlone

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Kalyan Jewellers India Limited NSE Kalyankjil Q2 FY27 Results

Kalyan Jewellers India Limited (NSE: KALYANKJIL) reported consolidated revenue of Rs 10,323 crore for Q2 FY27, marking a 31% growth compared to the same period last year. The company’s profit after tax (PAT) for the quarter stood at Rs 427 crore, reflecting a significant 64% increase. The robust performance is attributed to the festive season, particularly during Navratri and Dhanteras, which saw a surge in sales. Mr. Ramesh Kalyanaraman, Executive Director, expressed optimism about the upcoming wedding season and the overall growth trajectory.

Strong Festive Sales Boost Revenue

The festive season played a crucial role in driving the revenue growth. Kalyan Jewellers witnessed a particularly strong performance during Navratri and Dhanteras, leading to a notable increase in both revenue and profit. The company’s ability to cater to the diverse needs of its customers with its wide range of traditional and contemporary jewellery designs was a key factor in this success.

Outlook for Wedding Season

Looking ahead, Kalyan Jewellers remains confident about the wedding season, which is expected to further bolster sales. The company’s extensive network of 546 showrooms across India, the US, UK, and the Middle East, combined with its innovative approach to pricing and quality, positions it well for sustained growth. The encouraging results for Q2 FY27 underscore the company’s strong market presence and operational efficiency.

Source: NSE Corporate Announcement

Fundamental & Technical Analysis of Kalyan Jewellers India Limited

Kalyan Jewellers India Limited belongs to the › sector. Here’s a quick read on where the business and the stock stand today.

KALYANKJIL
Consumer Cyclical › Luxury Goods
BREAKOUT
84
Fundamental
92
Technical
89
Overall

1W +10.83%
1M +10.29%
3M +1.46%
P/E: 44.1 Cap: Large
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Kalyan holds in the upper half of its 52-week range, a sign the market backs the stock. Razor-thin margins below 5% make profitability extremely vulnerable — this business needs scale or pricing power urgently. Revenue grows at 36.4% and profits at 46.1% CAGR. Both numbers are exceptional. The stock trades at 88% of its 52-week range — near its best levels of the year. Clearly, the market pays a premium for this name. Both the business and the stock move in the right direction. Revenue grows at 36.4%, profits at 46.1%, and the PEG sits at 0.96 — below its growth rate. That combination is rare. Check Fundamentals of Kalyan Jewellers India Limited.

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Auto Parts

Tvs Srichakra Limited (tvssrichak) Anticipates Late Announcement: Exploring the Intrigue

TVS Srichakra Limited (TVSSRICHAK) hints at a late announcement on November 10, 2026, sparking curiosity about the upcoming event.

shalini shishodia tradealone

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Tvs Srichakra Limited Tvssrichak November Announcement

TVS Srichakra Limited (TVSSRICHAK) has sparked curiosity among investors and analysts with a hint of a late announcement on November 10, 2026. The company, renowned for its leading position in the manufacturing and export of two, three-wheeler, and off-highway tyres, has not disclosed the specifics of the announcement, fueling speculation about its nature and potential impact.

Company Background

Incorporated in 1982, TVS Srichakra Limited is a pivotal part of the USD 5 Billion TVS Mobility group. With cutting-edge technology and global research and development capabilities, the company produces industry-leading tyres for the automotive sector both in India and globally. The firm’s manufacturing facilities in Madurai and Rudrapur, along with its design centre in Milan, Italy, underscore its commitment to innovation and quality.

Market Presence

TVS Srichakra’s products are available in over 85 countries, and the company enjoys a significant market share in both the original equipment manufacturers and replacement markets in India. Its robust network of distributors and dealers further strengthens its market presence.

As the anticipation builds around the November announcement, market watchers are keen to understand what new developments or strategic initiatives TVS Srichakra Limited might be unveiling. The company’s ability to maintain a strong market position and drive innovation positions it well to potentially leverage this announcement for further growth and expansion.

Source: NSE Corporate Announcement

Fundamental & Technical Analysis of TVS Srichakra Limited

TVS Srichakra Limited belongs to the › sector. Here’s a quick read on where the business and the stock stand today.

TVSSRICHAK
Consumer Cyclical › Auto Parts
CONSOLIDATING DOWN
38
Fundamental
54
Technical
47
Overall

1W -0.74%
1M -2.51%
3M +8.1%
P/E: 35.3 Cap: Small
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TVS posts a 4.5% three-month gain, but softens in the last few weeks. Razor-thin margins below 5% make profitability extremely vulnerable — this business needs scale or pricing power urgently. Revenue contracts at 6.8% CAGR. That signals structural headwinds, not a short-term blip. The stock gives back 8.0% in the last month despite a positive three-month run. As a result, the earlier momentum appears to be fading. Revenue grows at 6.8% CAGR and the PEG stands at 99.00. The growth does not match the price the market asks. Furthermore, flat price action adds no technical catalyst. A lower price or faster revenue growth would improve the odds. Check Fundamentals of TVS Srichakra Limited.

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