What the desk would buy / short now — Mon 02 Nov 12:12 IST (paper, ranked, updates every 5s)

Breadth 83.07905686546464Nifty 1.02Desk · Ideas · Zone PM · results desk · weak desk · Changes
Rank 1 = already in the book, 2 = armed and waiting for its trigger, 3 = results reaction being watched, 4 = weak-tape short candidates, 5 = spikes the short engine declined. [SHADOW] books trade on paper in their own book only until promoted.

Today — longs

ranktickersidewhere / statefilllast%timewhy
1NEOGENLONGdr CLOSED+2089.70+2127.30+1.8010:19v144 LONG dip-reclaim: dip -5.6% at 10:05, reclaim close 2083.0 > prior high 2066.7 | breadth 83
1BORORENEWLONGdr CLOSED+374.45+381.10+1.7810:18v144 LONG dip-reclaim: dip -4.2% at 10:05, reclaim close 375.0 > prior high 373.55 | breadth 83
1AMBUJACEMLONG1d CLOSED+357.50+361.35+1.0809:46v155 LIVE_EVENT ok | day +2.7% | pos 85% | +0.54% vs vwap | vwap 355.57 orh 356.3999938964844 open 351.79998779296875 | T2 15.0%
1TMPVLONG1d CLOSED+271.60+272.30+0.2609:45v155 LIVE_EVENT ok | day +2.3% | pos 87% | +0.28% vs vwap | vwap 270.85 orh 271.5 open 269.8999938964844 | T2 15.0%
1HINDCOPPERLONG1d CLOSED+403.65+404.55+0.2209:45v155 LIVE_EVENT ok | day +0.9% | pos 82% | +0.37% vs vwap | vwap 402.16 orh 403.45001220703125 open 399.8500061035156 | T1 25.0%
1LTLONG1d CLOSED+3928.50+3930.90+0.0610:21v155 LIVE_EVENT ok | day +1.5% | pos 80% | +0.43% vs vwap | vwap 3911.66 orh 3902.0 open 3894.2 | T2 15.0%
1IGLLONGdr CLOSED+132.86+132.75-0.0810:01v144 LONG dip-reclaim: dip -6.1% at 09:50, reclaim close 132.86 > prior high 130.75 | breadth 83
1NTPCLONGrd [SHADOW] CLOSED+325.95+325.45-0.1509:59[SHADOW] v154 LONG results BEAT day-0: filed 02 Nov 15:06, day +3.1% vs open +1.9%, L-cap Power | Q2 FY27 net profit Rs 5,320 cr (+14% YoY), revenue R
1BANKINDIALONGrd [SHADOW] CLOSED+134.63+134.36-0.2009:59[SHADOW] v154 LONG results BEAT day-0: filed 02 Nov 14:43, day +1.3% vs open +1.3%, M-cap PSU Banking | 36% YoY net profit growth in Q2 FY27 is strong
1LODHALONGdr CLOSED+1012.80+1010.00-0.2810:01v144 LONG dip-reclaim: dip -3.1% at 09:50, reclaim close 1012.8 > prior high 1005.1 | breadth 83
1TEJASNETLONGpm CLOSED+415.60+414.05-0.3711:35v147 PM ABOVE 414.0: Rallied 8% on fresh 5G deal (WEB 2026-11-01) + analyst upgrade. T1 25% conf, ARMED at 414.0. Telecom sector +5.9% today. Quality
1LTLONGpm CLOSED+3931.80+3916.70-0.3811:35v147 PM ABOVE 3930.1: Fresh order win filing (10:18), T2 15% conf. ARMED at 3930.1 VWAP. Gate stand-down cited 'ALREADY_PRICED' (12 filings in 30d, +3
1JKLAKSHMILONG1d CLOSED+459.90+457.15-0.6010:22v155 LIVE_EVENT ok | day +1.5% | pos 60% | +0.16% vs vwap | vwap 459.17 orh 458.4 open 454.75 | T1 25.0%
1NAVINFLUORLONGdr CLOSED+8449.50+8375.50-0.8810:02v144 LONG dip-reclaim: dip -3.2% at 09:40, reclaim close 8449.5 > prior high 8405.5 | breadth 83
1HYUNDAILONG1d CLOSED+1959.60+1942.10-0.8909:45v155 LIVE_EVENT ok | day +2.5% | pos 56% | +0.19% vs vwap | vwap 1955.88 orh 1974.800048828125 open 1955.300048828125 | T2 15.0%
1ATLANTAELELONGdr CLOSED+1501.30+1480.80-1.3710:19v144 LONG dip-reclaim: dip -8.7% at 10:05, reclaim close 1473.2 > prior high 1456.2 | breadth 83
2DEEPAKNTRLONG1d ARMED T1 20.0% (ABOVE_VWAP_NO_CHASE)+83.00UP: Exceptional Q2 earnings (PAT +235% YoY, revenue +62%) from pricing/mix leverage drives valuation re-rating in specialty chemicals
2KMEWLONG1d ARMED T1 20.0% (ABOVE_VWAP_NO_CHASE)+80.00UP: Career-high Rs 303.17 crore dredging order from New Mangalore Port marks inflection in order execution and scale
2KMEWLONG1d ARMED T1 25.0% (GAP_HOLD_OR_ORB)+80.00UP: Career-high Rs 303.17 crore dredging order from New Mangalore Port marks inflection in order execution and scale
2NCCLONG1d ARMED T1 20.0% (ABOVE_VWAP_NO_CHASE)+79.00UP: Substantial Rs 1,862.45 crore diversified order inflow across water/buildings/transport strengthens revenue visibility and backlog
2NEOGENLONG1d ARMED T1 20.0% (ABOVE_VWAP_NO_CHASE)+79.00UP: Exceptional Q2 results (revenue +42%, PAT +144% YoY) with 6.5x QIP oversubscription validates growth narrative and drives upside
2AFCONSLONG1d ARMED T1 25.0% (GAP_HOLD_OR_ORB)+72.00UP: Rs 34.69 billion combined EPC contract wins (Jewar Expressway + Lucknow Metro) substantially boost order book and 2-3 year revenue pipeline | UP:
2BANKBARODALONG1d ARMED T2 15.0% (LIVE_EVENT)+72.00LIVE: Q2 36% profit growth + NSE stake sale completion; first-order earnings beat with capital return catalyst
2BLSLONG1d ARMED T1 20.0% (ABOVE_VWAP_NO_CHASE)+72.00UP: Delhi HC sets aside MEA debarment and awards passport/visa contract; direct revenue win and elimination of regulatory overhang.
2DELHIVERYLONG1d ARMED T1 20.0% (ABOVE_VWAP_NO_CHASE)+72.00UP: Profitability inflection at ₹41cr Q2 profit signals operational leverage; logistics peers re-rate on sector momentum.
2MUTHOOTFINLONG1d ARMED T2 15.0% (LIVE_EVENT)+72.00LIVE: Q2FY27 standalone net profit +26% YoY to Rs 2,977cr; order bookings +52% YoY—gold-loan business expansion materially exceeds consensus expectati
2TEJASNETLONG1d ARMED T1 25.0% (LIVE_EVENT)+72.00LIVE: Tejas Networks rallied 8% on a fresh 5G deal announcement (WEB[2026-11-01]); analyst upgraded with Rs 1100 target; volume burst 23.7x normal; st
2NCCLONG1d ARMED T2 12.0% (ABOVE_VWAP_NO_CHASE)+68.00UP: Rs 1,862.45 crore additional order win in Oct 2026 demonstrates sustained order momentum; strengthens order book visibility | UP: Sector peer re-r
2BLSLONG1d ARMED T2 12.0% (ABOVE_VWAP_NO_CHASE)+68.00UP: HC overturns MEA debarring order; visa/passport service tender eligibility restored; contract upside unlocked.
2KPIGREENLONG1d ARMED T2 12.0% (ABOVE_VWAP_NO_CHASE)+68.00UP: Rs 2,025 crore 500 MW/550 MWp solar EPC contract win increases order backlog and revenue visibility; validates execution capability in utility-sca
2BLSLONG1d ARMED T1 25.0% (GAP_HOLD_OR_ORB)+68.00UP: HC overturns MEA debarring order; visa/passport service tender eligibility restored; contract upside unlocked.
2NCCLONG1d ARMED T1 25.0% (GAP_HOLD_OR_ORB)+68.00UP: Rs 1,862.45 crore additional order win in Oct 2026 demonstrates sustained order momentum; strengthens order book visibility | UP: Sector peer re-r
2AFCONSLONG1d ARMED T2 12.0% (ABOVE_VWAP_NO_CHASE)+66.00UP: Rs 3,469 cr order wins plus Rs 19,438 cr FY27 order book demonstrates strong execution momentum and sustained revenue visibility
2AFFLELONG1d ARMED T1 25.0% (GAP_HOLD_OR_ORB)+65.00UP: Perion acquisition directly expands AI-powered CPCU (Customer Pre-Call Outreach) footprint in high-margin developed markets; strategic M&A growth
2AFFLELONG1d ARMED T2 12.0% (ABOVE_VWAP_NO_CHASE)+65.00UP: Perion acquisition directly expands AI-powered CPCU (Customer Pre-Call Outreach) footprint in high-margin developed markets; strategic M&A growth
2SONACOMSLONG1d ARMED T2 12.0% (ABOVE_VWAP_NO_CHASE)+63.00UP: Strong Q2 with 29% PAT growth and 35% revenue growth signals robust automotive demand tailwinds for auto component suppliers | UP: 31% consolidate
2BSOFTLONG1d ARMED T2 12.0% (ABOVE_VWAP_NO_CHASE)+62.00UP: Birlasoft OpenAI Select Partner status directly expands AI-led service offerings and revenue opportunities in high-margin AI services
2VEDLLONG1d ARMED T3 8.0% (ABOVE_VWAP_NO_CHASE)+54.00UP: India steel policy pivot to green hydrogen reduces coking coal reliance; Vedanta's mining diversification and capex in hydrogen/renewable energy p
2DMARTLONG1d ARMED T3 8.0% (ABOVE_VWAP_NO_CHASE)+54.00UP: GST post-supply discount framework reduces tax burden on FMCG/retail; improves margins for organized retail chains | UP: GST arrest powers removal
2TRENTLONG1d ARMED T3 8.0% (ABOVE_VWAP_NO_CHASE)+52.00UP: GST prosecution threshold increase reduces legal/compliance risk for organized retail | UP: GST post-supply discount framework benefits apparel/re
3GAILLONGrd [SHADOW] results BEAT filed 02 Nov 17:18 (watch 09:30-10:30)+82.00Strong Q2 profit & revenue growth + board approval for GAIL Gas IPO (subsidiary listing). Dual positive catalysts; stock already up 4%.

Today — shorts

ranktickersidewhere / statefilllast%timewhy
5AEGISLOGSHORTsc declined (see why)+0.0010:40day +6.2%, no climax yet (last bucket 0.8x normal, need 4x)
5AFFLESHORTsc declined (see why)+0.0012:03day +9.5%, climax 15x seen but no dry-up yet (next bucket 61% of climax vol, close below climax high)
5ALLCARGOSHORTsc declined (see why)+0.0011:40day +6.3%, no climax yet (last bucket 0.3x normal, need 4x)
5AMBERSHORTsc declined (see why)+0.0012:10day +6.7%, no climax yet (last bucket 0.8x normal, need 4x)
5APTUSSHORTsc declined (see why)+0.0010:20day +6.1%, no climax yet (last bucket 1.2x normal, need 4x)
5AURIONPROSHORTsc declined (see why)+0.0011:46day +6.2%, climax 5x seen but no dry-up yet (next bucket 15% of climax vol, close above climax high)
5BALUFORGESHORTsc declined (see why)+0.0012:10day +7.1%, no climax yet (last bucket 2.2x normal, need 4x)
5CAPACITESHORTsc declined (see why)+0.0012:10day +6.2%, no climax yet (last bucket 0.1x normal, need 4x)
5CARTRADESHORTsc declined (see why)+0.0012:10day +6.3%, no climax yet (last bucket 0.4x normal, need 4x)
5DELHIVERYSHORTsc declined (see why)+0.0010:12day +8.4% but entries closed: STRONG tape, no entry before 10:15 / 0 stops
5DIXONSHORTsc declined (see why)+0.0010:12day +8.2% but entries closed: STRONG tape, no entry before 10:15 / 0 stops
5EIELSHORTsc declined (see why)+0.0011:40day +6.0%, no climax yet (last bucket 0.8x normal, need 4x)
5ELLENSHORTsc declined (see why)+0.0010:50day +6.1%, no climax yet (last bucket 0.2x normal, need 4x)
5EMBDLSHORTsc declined (see why)+0.0010:30day +6.4%, no climax yet (last bucket 1.6x normal, need 4x)
5ENGINERSINSHORTsc declined (see why)+0.0009:24day +10.6% but entries closed: WEAK tape, no entry before 09:30 / 0 stops

7–30 day — Zone PM ideas ranked by win score, and results-miss shorts

tickersidehorizonstatusentry zonestoptargetscorecatalystthesis
ELECONLONG15dWATCH430.0-445.0410.0480.0-510.073Q4 FY27 order book conversion into revenue (Jan 2027 results); FY28 guidance on margin and growth (Apr 2027 results) 2027-01-20Elecon Engineering: gear/material handling equipment, ROCE 20.9%, ROE 16.4%. Q2 FY27 sales ₹639 Cr (+10.6% YoY, +22.6% QoQ), OPM 23% (+200 bps QoQ), NP ₹96 Cr (
LOTUSDEVLONG15dWATCH228.0-238.0215.0255.0-270.073Project launches (redevelopment, GIFT City, luxury) through Mar 2027; Q3 results (Jan 2027) will confirm pre-sales trajectory and margin sustainability. 2027-01-15Mumbai luxury/redevelopment developer. Q2 FY27: sales ₹269 Cr (+53% YoY), OPM 40% (+11 pts YoY), NP ₹89 Cr (+91% YoY). H1 pre-sales ₹879 Cr (+176% YoY). FY27 gu
HYUNDAILONG15dWATCH1900.0-1940.01820.02050.0-2150.071Bayon launch ramp (Oct 2026); Q3 results (Jan 2027) to confirm volume/margin trajectory 2027-01-20Auto OEM. Q2 sales ₹20,696 Cr (+18.5% YoY), NP ₹1,196 Cr (+307 Cr QoQ). Parent $15.5B capex plan through 2032. Bayon SUV launch at ₹9.99L (entry segment, high v
CGPOWERLONG15dWATCH820.0-845.0785.0920.0-980.070Kavach 4.0 order execution ramp; Q3 results (Jan 2027) to confirm 30% YoY growth sustains 2027-01-25Power systems/industrial equipment. Q2 sales ₹3,802 Cr (+30% YoY), NP ₹409 Cr (+44% YoY), OPM 14%. RDSO approval for ₹433 Cr Kavach 4.0 order (Oct 26). ₹3,000 C
STYLAMINDLONG15dWAITING3150.0-3220.02980.03350.0-3500.070Q2 FY27 results (28-Oct, tomorrow); capacity ramp commentary on Manak Tabra-2. Analyst consensus EPS ₹27.60 vs ₹22.17 YoY (+24%). 2026-10-28Decorative laminates manufacturer. Q1 FY27: sales ₹326 Cr (+15.2% YoY, +15.2% QoQ), OPM 31%, NP ₹48 Cr (+26% QoQ). Manak Tabra-2 plant (₹300 Cr capex, 5.25 MTPA
ATHERENERGLONG15dWATCH1540.0-1580.01450.01680.0-1740.068₹122 Cr capacity expansion (Board-approved 26-Oct); Hosur ramp & Factory 3.0 commissioning progress in Q3 FY27 2027-01-20EV 2-wheeler: Q2 FY27 sales ₹1,217 Cr (+89% YoY), operating loss narrowed to ₹33 Cr (OPM -2.7%) from ₹134 Cr (OPM -21%) Jun'25. Net profit ₹1.26 Cr Q2 vs loss ₹
SHAILYLONG7dFILLED3050.0-3100.02900.03200.0-3350.067Board meeting 29-Oct (2 days) to approve Q2 FY27 results; earnings call 30-Oct 4 PM. Management commentary on OEM demand, pricing, capex, FY27 guidance. 2026-10-29Precision injection-moulded plastics for OEMs. Q1 FY27: sales ₹281 Cr (+13.8% YoY), OPM 30% (+2 pts QoQ, +2 pts YoY), NP ₹48 Cr (+17.1% YoY). TTM sales +20%, pr
ELECONLONG15dFILLED440.0-455.0420.0485.0-500.067Interim dividend ex-date 21 Oct; Q3 FY27 order book growth and export revenue % update 2026-10-21RS leader (rs21 18.23, accel 11.39, 96.9 pct). Q2 FY27: sales ₹639 Cr (+10.6% YoY), NP ₹96 Cr (+9.8%), OPM 23% (vs 22% prior). Interim div ₹0.50/share ex-date 2
POLYCABLONG30dFILLED7900.0-8100.07500.08600.0-8900.065NCLAT hearing preponed (16-Oct filing): Asier Metals insolvency appeal verdict—dismissal removes legal riskQ2 FY27: sales ₹9,899 Cr (+52.4% YoY), NP ₹990 Cr (+43%). OPM stable 14%. NCLAT hearing preponed (16-Oct filing); outcome in next 2-4 weeks is binary catalyst.
MASTEKLONG15dFILLED1820.0-1860.01750.01980.0-2060.064Board meets 23-Oct for Q2 FY27 results (Sep-26 qtr). Earnings call to clarify Staffordshire deal value, Innovaccer scope, margin trajectory (OPM stuck 15-17% for 4 qtrs). If Q2 sales >₹1,000 Cr and OP 2026-10-23Q2 FY27 (Jun-26): sales ₹985 Cr (+7.7% YoY), NP ₹106 Cr flat QoQ, OPM 15%. Staffordshire County Council Oracle Cloud win (8-Oct), ISG Partnership Award (12-Oct)
HSCLLONG15dWATCH505.0-525.0475.0560.0-590.063₹1,613 Cr capacity expansion (battery materials ramp); Q3 FY27 margin recovery & capex progress update (Jan 2027) 2027-01-25Specialty chemicals: Q2 FY27 sales ₹1,691 Cr (+58% YoY), PAT ₹231 Cr (+29% YoY). H1 FY27 revenue ₹3,123 Cr, PAT ₹460 Cr. FY28 guidance ₹1,100 Cr+ PAT reiterated
MPHASISLONG15dFILLED2480.0-2540.02380.02720.0-2820.063Q3 FY27 results + buyback decision (31-Jan-2027); Social Security Scotland deal revenue ramp in H2 FY27; ESOP grant (10-Oct) signals retention focus. 2027-01-31Q2 FY27: sales ₹4,384 Cr (+17.5% YoY), NP ₹490 Cr (+10.7% YoY), OPM stable 18-19%. Social Security Scotland £35.4M deal (8-Oct) for benefits management. HDFC MF
COFORGELONG15dWATCH1860.0-1920.01780.02000.0-2060.060Cigniti integration milestones & Q3 FY27 results (Jan 2027) with margin guidance update 2027-01-15IT services: Q2 FY27 sales ₹5,528 Cr (+49% YoY, +11.6% QoQ CC), Sep Q ₹6,171 Cr (+54% YoY). OPM stable 19-20%. Cigniti acquisition closed 21-Oct. 8 large deals
SKYGOLDLONG15dFILLED1020.0-1050.0980.01120.0-1180.060Q2 FY27 (Oct-Dec 2026) results: Purvi Gems accretion and margin impact; Dubai office export ramp; studded jewellery revenue synergy realization. 2027-01-15Q1 FY27: sales ₹2,013 Cr (+78% YoY), NP ₹105 Cr (+139% YoY), OPM 8% (+100 bps QoQ). Purvi Gems acquisition (7-Oct, ₹9 Cr) for studded jewellery entry. ROCE 26.9
SENCOLONG30dWAITING310.0-320.0290.0360.0-380.058Q3 FY27 results (Nov/Dec 2026) for OPM recovery and same-store sales trend; Melorra acquisition completion (Feb 2027) for integration synergy 2026-11-30Senco Gold: jewelry retail, ROCE 21.2%, ROE 25.6%. Q2 FY27 sales ₹3,056 Cr (+67.4% YoY), but OPM fell to 7% from 10% QoQ and 13% in Dec 2025. NP ₹101 Cr (-56% Q
IGILLONG15dWATCH385.0-395.0370.0420.0-440.058Q3 FY27 results (Jan 2027) to confirm WC normalization and margin sustenance >60%; any FY27 guidance on 25%+ sales CAGR and ROCE >65% would re-rate 2027-01-15International Gemological Institute: debt-free gem certification monopoly, ROCE 69%, ROE 56%, Q2 FY27 sales ₹398 Cr (+31% YoY), NP ₹186 Cr (+43% YoY). OPM 61% s
PNBHOUSINGLONG30dWAITING1180.0-1210.01140.01280.0-1320.058Q2 FY27 results (~30 Oct): confirm NIM expansion (5-8 bps per CEO 11 Oct), NPA trend, loan growth rate 2026-10-30Housing finance; Q1 FY27 revenue ₹2,263 Cr (+4.3% QoQ), PAT ₹557 Cr (+4.3% YoY). Financing margin 32%, Gross NPA 0.95% (down from 1.06% Jun 2025). AAA rating up
QUESSLONG15dWAITING315.0-325.0300.0345.0-360.057Board meeting 30-Oct to approve Q2 FY27 results and interim dividend; analyst call 2-Nov. Allsec acquisition (2026-10-30) may be announced. 2026-10-30Business services (staffing, IT hiring). Q1 FY27: sales ₹4,182 Cr (+7.5% QoQ, +14.5% YoY), NP ₹82 Cr (+18% QoQ, +60% YoY). OPM flat 2.0% but profit leverage str
ULTRACEMCOLONG15dWAITING10800.0-11000.010400.011800.0-12400.055Post-festive cement price hikes (Nov–Dec realization); Q3 FY27 results (Jan 2027) to confirm Rs 1,400 EBITDA/tonne progress and margin sustenance. 2026-12-15Q2 FY27: sales Rs 23,295 Cr (+19% YoY), profit Rs 1,501 Cr (+21% YoY). OPM 16% (down from 16% prior Q but up from 12% Sep 2025). TTM profit Rs 8,835 Cr vs Rs 8,
BHELLONG30dWAITING415.0-430.0395.0460.0-480.055Merger effective 01-Nov-2026; ₹500 Cr capex expansion; order inflows tracking ₹80K Cr by FY29 2026-11-01Q2 FY27: sales ₹9,300 Cr (+24% YoY), OPM 11% (vs 8% YoY), NP ₹821 Cr (+120%). Order book ₹2.57L Cr. Merger effective 01-Nov-2026, ₹500 Cr HEEP-Haridwar capex ap
TCSLONG15dWATCH2480.0-2540.02380.02650.0-2720.052USA non-deal roadshow 22-27 Oct; FY27 guidance signals from earnings call (14-Oct transcript filed); Industrial Intelligence Foundry adoption ramp next 2-3 qtrs 2026-10-27Q2 FY27 (Sep 2026): sales ₹73,188 Cr (+11.4% YoY), profit ₹13,934 Cr (+12.6% YoY). OPM 26% stable. BBY Services acquisition closed 15-Oct, Industrial Intelligen
APARINDSLONG15dWATCH15000.0-15200.014500.016200.0-16800.050Q3 FY27 (Jan 2027): capex deployment update on ₹1,500 Cr FY27 plan; margin sustainability test. FY27 full-year results (May 2027): confirm if OPM >10% sustainable. 2027-01-15Apar Industries: conductor/cable/transformer oil, ROCE 31.8%, ROE 20.3%. Q2 FY27 sales ₹6,931 Cr (+21.3% YoY), NP ₹447 Cr (+78% YoY). OPM 10% (+2pts QoQ). Valua
HCLTECHLONG15dWATCH1390.0-1420.01330.01480.0-1520.050Q3 FY27 results (Jan 2027) confirm deal conversion & margin trajectory; Rapidus semiconductor partnership (26-Oct) revenue ramp 2027-01-15IT services: Q2 FY27 sales ₹35,620 Cr (+12% YoY, +2.3% QoQ), PAT ₹5,132 Cr (+21% YoY, +10.9% QoQ). Deal bookings $3.3B (+27% YoY). OPM stable 21%. Interim divid
AETHERLONG15dWAITING1520.0-1560.01430.01620.0-1700.048Board meeting 30-Oct (3 days) to approve Q2 FY27 results; earnings call same day. Analyst consensus lifted fair value to ₹1,541 (vs current ₹1,537). 2026-10-30Specialty chemicals (sole-source supplier for 4MEP, MMBC, T2E, OTBN). Q1 FY27: sales ₹327 Cr (+27% YoY), OPM 31% (stable), NP ₹63 Cr (+34% YoY). TTM sales ₹1,23
WIPROLONG15dWATCH186.0-193.0178.0205.0-215.042Q3 FY27 results (late Jan 2027) must show deal bookings recovery and margin re-expansion; FLARRE.AI acquisition close (Oct 31, 2026) 2027-01-25Wipro: IT services, ROCE 17.8%, ROE 15.5%. Q2 FY27 sales ₹24,753 Cr (+9.1% YoY, +1.1% QoQ), NP ₹3,200 Cr (-1.4% YoY, -4.6% QoQ). OPM 20% flat. Q3 guidance -1.5%

Owner's list — businesses to own for years (themes / disruption, Sunday run)

Owner's list not generated yet (Sunday Themes run). The LT book follows this list monthly once Kushal approves it.