Sakshi Batra

Jio Platforms has drawn investor interest, but should investors book profits or stay invested for the long term? Kshitiz Mahajan, CEO, Complete Circle, advises investors who received an allocation to hold on and assess the stock as its price stabilises. He believes the telecom sector has strong long-term growth potential, driven by rising data consumption, AI adoption, expanding digital services and opportunities in data centres. Jio's average revenue per user (ARPU) also has room to grow compared with Bharti Airtel. Investors should focus on long-term business prospects rather than short-term listing gains, as sustainable businesses take years to build.

Jio Platforms' listing has delivered strong gains for IPO allottees, but what should investors do next? Kshitiz Mahajan, CEO, Complete Circle, advises investors who may need the money soon to consider exiting, while those with a four-to-five-year investment horizon can hold. For fresh investors, he recommends waiting for the share price to stabilise and entering in a staggered manner rather than investing the entire amount at once. Market expert Ambarish Baliga also favours a long-term approach, noting that listing gains may offer an entry opportunity for investors who missed the IPO allotment. Investment decisions should reflect individual financial goals and risk appetite.

Jio Platforms has significant headroom to improve its average revenue per user (ARPU) through potential tariff hikes. Market expert Ambareesh Baliga believes telecom spending is largely non-discretionary, meaning customers are likely to continue using data services even as tariffs rise. With Jio's ARPU trailing Bharti Airtel's, there is room for improvement in revenue per subscriber. Ambareesh Baliga highlights that higher ARPU could support profit growth, as incremental revenue may flow largely to the bottom line without a proportionate increase in costs. The key question is whether Jio can raise tariffs while sustaining subscriber growth and strengthening long-term profitability.

Jio Platforms has achieved major milestones following its stock market listing, reaching a market capitalisation of around ₹12.5 lakh crore. Anurag Singh, Managing Partner, Ansid Capital, believes the strong valuation reflects investor demand, limited share availability following the 3% equity dilution and the premium associated with Reliance. Comparing Jio with global telecom giants such as AT&T, Verizon and T-Mobile, he highlights that the company is already valued close to leading international peers. However, he cautions that investors buying at current levels may see limited returns over the next two to three years. Future price discovery will depend on further share supply and market performance.

This festive season brings tempting loan offers, zero-cost EMIs, and Buy Now, Pay Later (BNPL) schemes. But are these deals genuine savings or a gateway to a debt trap? In this episode of Money Today, Sakshi Batra speaks with Ankit Jain, Partner at Ved Jain & Associates, to decode Diwali borrowing and smart financial planning. The discussion uncovers the hidden processing fees and severe credit score impacts associated with missed BNPL payments. Ankit also explains the critical tax rules surrounding corporate Diwali bonuses and cash gifts from relatives, alongside practical advice for freelancers claiming business-related festive expenses. Learn how to balance luxury purchases with financial discipline, avoid expensive long-term debt, and ensure your total EMIs never exceed 50% of your income this Diwali.

Welcome to this Business Today Television special earnings session with anchor Sakshi Batra. Today, we put the spotlight on PVR INOX after they reported a phenomenal Q2, marking their highest-ever quarterly revenue, EBITDA, and profit after tax. We are joined by Mr. Sanjeev Kumar Bijli, Executive Director of PVR INOX, to decode these stellar results. Discover the key factors driving this robust growth, from blockbuster hits like SpiderMan and Hanuman Ansh, to regional success stories and a surge in IMAX and 3D viewings. Mr. Bijli discusses the structural improvements leading to margins now exceeding pre-COVID levels, and the company's capital-light expansion strategy. Plus, get the inside scoop on their upcoming Q3 and Q4 content pipeline and innovative F&B growth outside of cinemas.

PVR INOX is witnessing a strong box office run, with improving occupancy, rising average ticket prices and higher food and beverage spending. A packed festive film calendar featuring major releases, including Ramayan and Shah Rukh Khan’s King, could support Q3 performance. PVR INOX Executive Director Sanjeev Kumar Bijli shares his outlook on upcoming releases and box office expectations. Abhishek Basumallick, Co-founder & Fund Manager, Shree Rama Managers, discusses the sustainability of the recovery, competition from OTT platforms and changing audience preferences. Can strong content and festive demand drive sustained growth for India’s largest multiplex chain? The outlook remains dependent on the success of upcoming films.

India’s FMCG sector is seeing strong volume growth, but rising inflation continues to put pressure on profit margins. Hindustan Unilever (HUL) faces changing market dynamics as e-commerce and quick commerce reshape product discovery and distribution, creating opportunities for smaller regional and unlisted brands. Abhishek Basumallick, Co-founder & Fund Manager, Shree Rama Managers, analyses the latest earnings, highlighting relatively encouraging performances from Nestlé India and Tata Consumer Products, while Colgate-Palmolive delivered weaker results. With performance varying across companies, investors need to assess individual businesses rather than take a broad sectoral view. Can established FMCG giants sustain growth and profitability?

Reliance Jio Becomes The Second Largest Listed Company Of India! Check Details

Investors weigh whether steep corrections have made large-cap stocks attractive. This market analysis examines bank valuations and credit growth, alongside pharmaceuticals, consumer staples, information technology, autos, and selective industrial opportunities. The discussion considers election-related consumption support, earnings momentum, valuation risks, and why stock selection may matter more than timing.