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Nov 14

The quick commerce industry is moving faster than anyone expected. So much has changed in just a few months that it is worth stepping back to see where things stand. A 🧵 on whats happening.

Zepto raised new capital and is now rumored to be inching toward an IPO. Reliance Retail said it has shifted its quick-commerce model to 30-minute delivery by riding on its nationwide store network. Swiggy is raising funds after earlier saying it did not need external capital. Blinkit is adding stores at record speed. The momentum is remarkable.

We are skipping the debate on valuations. What matters here is what the two biggest listed players, Swiggy and Eternal (Zomato), actually said and did this quarter. This space changes so quickly that every quarter feels like a fresh chapter.

Let’s walk through how quick commerce performed this quarter.

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@zerodhamarkets

Nov 13

India’s energy story is entering its most ambitious phase yet.

We’re building new renewable capacity, modernising our grids, and revamping how electricity moves across the country. Here's what's happening 🧵👇

According to the National Electricity Plan, India’s power capacity could hit 609 GW by 2027 and 900 GW by 2032. That’s nearly double today’s capacity.

But this transformation won’t come cheap. It will need ₹32 lakh crore of capital spending between FY26 and FY32. And roughly three-fourths of that will have to be financed by debt.

Image: BSE.

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@zerodhamarkets

Nov 12

In October, a bunch of headlines caught our eye: the government was pushing for “coal gasification” and had just opened auctions for underground gasification blocks.

That sounded strange. Coal is solid. How on earth do you turn it into gas? 🧵👇

That question led us down a fascinating rabbit hole.

Because what India’s trying now could completely change how we use coal, our dirtiest but most abundant fuel.

To start with, the idea is simple. Solid fuels like coal are messy to burn. They create uneven heat, soot, and pollution.

But gases? Those burn evenly. Think of your kitchen stove, a clean flame you can control with a knob.

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@zerodhamarkets

Nov 10

India’s liquor industry just had a strange quarter.

After being the world’s fastest-growing market for three half-years in a row, the momentum suddenly slowed. Spirit makers thrived, but beer companies struggled.

A look at what drove that split and what it says about the industry. A🧵

Through the first half of the year, India’s liquor business seemed unstoppable. While demand in global markets weakened, India’s industry grew 7% year-on-year, a remarkable feat in a slowing world economy.

But last quarter, that story changed.

Three companies, Radico Khaitan, United Spirits, and United Breweries, reported sharply different results. Together, they show how the same industry can deliver very different outcomes, depending on policy, weather, and strategy.

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@zerodhamarkets

Oct 29

After a few weak quarters, Indian IT seems to be turning a corner.

TCS, Infosys, and HCLTech all posted improved results in Q2 FY26. But what’s changing isn’t just the numbers; it’s how these companies are rebuilding their business around AI, new markets, and leaner teams.

Here’s a look at what's happening 🧵👇

After a gloomy Q1 marked by layoffs, delayed hikes, and shrinking revenues, the industry seems to have found some footing. The Nifty IT index even hit its highest level since July 2024.

But the rebound isn’t uniform. Beneath the optimistic headlines, some companies have staged real recoveries, while others are only beginning to stabilize.

Let’s start with Infosys, which has been the clearest bright spot this quarter.

Its revenues rose 2.2% from the previous quarter to ₹44,490 crore. Operating margins stayed firm at 21%. While net profit jumped 6.5% to ₹7,364 crore.

Infosys also raised its full-year revenue growth guidance, a sign of rising confidence.

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@zerodhamarkets

Oct 28

Recently, SEBI released a detailed order in a front-running case where a small group of traders made over ₹2 crore by trading ahead of a “big client.”

SEBI’s order lays out in meticulous detail how that inside information moved from one person to another, who used it, and how the entire chain of traders stopped the moment SEBI came knocking. A 🧵👇

Front-running, in simple terms, is when someone gets an early tip about a large buy or sell order that hasn’t yet been placed, trades first, and exits once that order moves the price.

The “big client” at the center of this case was a group of family trusts: the Bharat Kanaiyalal Sheth, Ravi Kanaiyalal Sheth, and Arjun Discretionary Trusts. They traded through a partnership firm called Safe Enterprises, which acted as the execution arm for their investments.

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