23th jan 2026:

1) Adani Stocks – Heavy Selling

2) Paytm – Falls on RBI News

 

22th jan 2026:

3) Bajaj Consumer – Big Q3 Surprise

4) Waaree Energies – Order Book Power

 

21th jan 2026 :

5) Zomato (Eternal) – Strong Results.

6) Phonepay IPO update.

 

1) Adani Stocks – Heavy Selling :

Adani Group stocks witnessed heavy selling after reports that the U.S. Securities and Exchange Commission (SEC) has approached a US court seeking permission to summon the CEO of the Adani Group.

The issue is related to allegations of a $265 million bribery case. If the US court grants permission and the investigation moves forward, there is concern that any negative development or adverse news could further impact investor sentiment.

Due to these investigation-related concerns, most Adani Group stocks came under selling pressure, as markets generally react cautiously to regulatory and legal uncertainties.

2) Paytm – Falls on RBI News :

Paytm stock fell today following news from the Reserve Bank of India (RBI).

The RBI has ended the Payment Infrastructure Development Fund (PIDF) scheme, which was earlier introduced to boost digital payment infrastructure across the country. The scheme officially ended in December 2025.

Market participants were expecting the scheme to be extended, but since it was not continued, Paytm is expected to face an impact of around 20% on operating profit, which led to negative sentiment and a fall in the stock price.

 

 

3) Bajaj Consumer – Big Q3 Surprise :

Bajaj Consumer’s Q3 results were strong across all key parameters.

• Revenue growth came in at 31%

• Operating margins increased sharply from 11% to 18%

• Operating profit grew by 14%

• Volume growth also improved, indicating healthy demand

Overall, in the consumer space, Bajaj Consumer posted very strong results, driven by both volume growth and margin expansion.

Due to these strong Q3 numbers, Bajaj Consumer stock hit a 20% upper circuit and closed at that level on 22 January.

4) Waaree Energies – Order Book Power :

Waaree Energies stock rose around 9% on 22 January 2025 after the company reported strong results.

The company is currently maintaining a record-level order book of around ₹60,000 crore, which provides strong revenue visibility.

• Revenue grew by 118% YoY

• Margins expanded

• Profit increased by 19% YoY

Strong execution, margin expansion, and a robust order book supported positive investor sentiment, leading to a sharp move in the stock price.

 

5) Zomato (Eternal) – Strong Results :

Zomato has reported strong performance in recent months. The company posted adjusted EBITDA profitability in Q3, which is a positive milestone.

In the food delivery business, November growth came in at 16.6%, which was higher than market expectations of around 12%. Zomato also reported its highest-ever operating margins of around 5% in this segment.

The quick commerce business continues to perform exceptionally well, recording 120% growth in November, highlighting strong demand and execution.

Zomato Management Change :

At Eternal, CEO Deepinder Goyal has stepped down from day-to-day operations and moved into the role of Vice Chairman.

The CEO of Blinkit, Albinder Dhindsa, has been appointed as the new CEO of Eternal (Zomato) to handle daily operations.
Going forward, Deepinder Goyal will focus more on future investment ideas and long-term growth strategy for the company.

 

6) PhonePe IPO Gets SEBI Approval :

We are getting updates that SEBI has given approval for the PhonePe IPO.

In India, PhonePe holds around 45% market share in UPI transactions and processes nearly 10 billion transactions every month. The expected IPO size is around ₹12,000 crore, making it the second-largest fintech IPO in India.

Going forward, the key thing to watch will be valuation parameters, such as pricing, multiples, and other financial metrics. If PhonePe comes to the market with attractive valuations, there is a high chance that the IPO will see strong subscription demand.