India’s Shipbuilding Boom & FY26 Growth Signals You Can’t Ignore | Markets Today #29 | Upstox

Описание: 📌 In today’s Markets Today, we decode 3 high-impact stories from shipping, banking, and FY26 growth guidance — each with real signals for serious investors:

#1 🚀 5 Bold FY26 Bets — With 30–100% Growth Guidance
From PG Electroplast’s ₹7,200 Cr revenue target to Suzlon’s clean energy boom and Deep Industries’ drilling edge, we scan 5 companies whose management teams are openly bullish about explosive growth in FY26 — and what that means for your portfolio.

#2 🏦 What’s Driving IDFC First Bank’s 24% Rally?
Private equity giant Warburg Pincus and ADIA have pumped in over ₹7,000 Cr — even as net profit dipped 58% YoY. We break down whether this is a hype-fueled move or a high-conviction long-term bet backed by real income growth and a cleaner corporate structure.

#3 🚢 ₹1.3 Lakh Crore Shipbuilding Boom — Cochin Shipyard & SCI in Focus
The Indian government is pushing for Indian-flagged ships to dominate core sectors like petroleum and steel. With over 200 ships needed and PSUs set to benefit, we decode how this could be a multi-year tailwind for shipbuilders and operators.

00:00 - Coming Up
00:57 - 5 Bold FY26 Bets — With 30–100% Growth Guidance
04:25 - What’s Driving IDFC First Bank’s 24% Rally?
06:17 - ₹1.3 Lakh Crore Shipbuilding Boom

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