Foreign investors have offloaded Indian equities worth over Rs 1.52 lakh crore in 2025 so far, with experts linking the selloff to India’s lag in the global AI rally. However, stretched valuations in AI-driven markets may soon moderate outflows as investors reassess risks and valuations.

Axis Securities believes these companies offer solid earnings visibility, healthy balance sheets, and participation in strong domestic growth themes such as clean energy, industrial expansion, and component manufacturing.

Think Investments has invested over Rs 136 crore in PhysicsWallah. This funding comes ahead of the edtech company s upcoming IPO next week. PhysicsWallah is preparing to launch its Rs 3,480 crore initial public offering. The IPO opens on November 11 and closes on November 13. Proceeds will fund expansion and growth initiatives.

SBC Exports Ltd reported a significant profit jump in the September quarter of FY26. Profit after tax doubled to Rs 11.36 crore. This growth was driven by new order wins. Revenue also saw a substantial increase of 28.49 percent. The company secured several work orders and export contracts.

Despite a flat market, selective traction is building in banking stocks as sector rotation picks up pace. Deven Choksey of DRChoksey FinServ expects stronger earnings in H2FY26, led by improved cost controls, SME loan growth, and government-led consolidation tailwinds in public sector banks.

The coming week will see a flurry of IPO activity with five public issues—PhysicsWallah, Emmvee Photovoltaic Power, and Tenneco Clean Air India among them—looking to raise over Rs 10,000 crore across sectors like edtech, clean energy, automotive, and pharma, testing investor appetite and liquidity.

Nomura has raised its target price for Tata’s Titan Company to Rs 4,500, citing strong demand and festive-season jewellery sales. The stock has gained 15% this year. Titan reported 22% revenue growth in Q2 FY26, with jewellery sales up 18.8%. Margins remain steady despite gold price pressure, though risks exist from high gold prices and competition. Nomura forecasts strong earnings growth at a 24% CAGR through FY28.

Despite a mixed year for the SME market, ten IPOs delivered exceptional returns, with some tripling investor wealth. Companies like Zelio E-Mobility and TechD Cybersecurity saw significant gains, driven by strong sectoral tailwinds and healthy growth. These outperformers highlight opportunities within specialized sectors like EVs, cybersecurity, and healthcare.

Piramal Finance made its market debut on November 7 at ₹1,270 per share on the BSE, a 13% premium to the discovered price of ₹1,124.20. The stock further rose 3% to ₹1,309 intraday. The listing came via a merger with Piramal Enterprises Ltd (PEL) and was not preceded by an IPO.