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nineteennStrong nano business growth nineteennMargin at top end of guidance
| # | Date | SS Time | Ago | Actual Time | Company | News | Category | CMP | Action/View | Analysis/Notes |
|---|---|---|---|---|---|---|---|---|---|---|
| 1 | 2026-05-08 | 14:49:00 | 3h ago | 11:49:00 | Frontier Springs | Positional Call: BUY at 1750, Target 2400 | Positional Call | 1750 | BUY | Target ~37% upside |
| 2 | 2026-05-08 | 14:49:00 | 3h ago | 11:49:00 | Tata Power | Expands hydropower partnership with Druk Green Power Corporation, adding 404 MW Nyera Amari | Expansion | POSITIVE | Hydro capacity addition | |
| 3 | 2026-05-08 | 14:49:00 | 3h ago | 11:49:00 | Britannia Industries | Fuel cost inflation has been a key tailwind | Update | POSITIVE | Input cost benefits | |
| 4 | 2026-05-08 | 14:49:00 | 3h ago | 11:49:00 | Arrow Greentech | Positional Call: BUY at 570, Target 700 | Positional Call | 570 | BUY | Target ~23% upside |
| 5 | 2026-05-08 | 14:49:00 | 3h ago | 11:49:00 | Citi Group | Cuts Indian stocks to Underweight | Brokerage | CAUTION | Global brokerage negative on India | |
| 6 | 2026-05-08 | 14:49:00 | 3h ago | 11:49:00 | Britannia Industries | International business impacted due to Middle East conflict; India business not impacted | Update | NEUTRAL | Geopolitical headwind for international | |
| 7 | 2026-05-08 | 14:49:00 | 3h ago | 11:49:00 | Britannia Industries | Will take calibrated price hikes in Q1 FY27 | Guidance | POSITIVE | Pricing power to protect margins | |
| 8 | 2026-05-08 | 14:49:00 | 3h ago | 11:49:00 | Container Corp | Positional Call: Buy at 520, now 533.5. Book profit. | Positional Call | 533.5 | POSITIVE | +13.5 points gain |
| 9 | 2026-05-08 | 14:49:00 | 3h ago | 11:49:00 | Lenskart | 59M shares change hands in a block trade (~3.4% of equity) | Block Deal | NEUTRAL | Large block trade, watch price | |
| 10 | 2026-05-08 | 14:49:00 | 3h ago | 11:49:00 | Dabur India | Guidance: HPC portfolio expected to achieve double-digit growth next year | Guidance | BUY | FMCG volume recovery | |
| 11 | 2026-05-08 | 14:49:00 | 3h ago | 11:49:00 | L&T | Secures significant contract worth 10B to 25B rupees | Order | BUY | Large order win | |
| 12 | 2026-05-08 | 10:48:00 | — | 10:48:00 | KP Green Engineering | H2 EBITDA 1.47B vs 683M (YoY), Margin 20.57% vs 15.8% | Results | BUY | Strong margin expansion | |
| 13 | 2026-05-08 | 10:46:00 | — | 10:46:00 | KP Green | H2 Cons Net Profit 774M vs 460M (YoY) | Results | BUY | Profit +68% | |
| 14 | 2026-05-08 | 10:44:00 | — | 10:44:00 | KP Green | Q4 Cons Net Profit 774M vs 460M (YoY) | Results | BUY | Strong quarterly performance | |
| 15 | 2026-05-08 | 10:40:00 | — | 10:40:00 | Dabur India | Expect sequential acceleration of growth in India business, driven by stable consumption | Guidance | BUY | Positive outlook | |
| 16 | 2026-05-08 | 10:38:00 | — | 10:38:00 | Dabur India | Management revised FY27 revenue growth guidance from high single-digit to low double-digit | Guidance | BUY | Upgraded guidance | |
| 17 | 2026-05-08 | 10:38:00 | — | 10:38:00 | India Fertilizer | Gets bids for phosphate fertilizer over $900 per tonne in tender | Macro | NEUTRAL | High global prices | |
| 18 | 2026-05-08 | 10:24:00 | — | 10:24:00 | Radico Khaitan | Aims to become debt-free in FY27, has articulated dividend policy with minimum payout | Guidance | BUY | Balance sheet improvement | |
| 19 | 2026-05-08 | 10:16:00 | — | 10:16:00 | Nuvama | Due to abnormal volatility, NSE may increase margin | Volatility | CAUTION | Margin increase likely | |
| 20 | 2026-05-08 | 10:10:00 | — | 10:10:00 | Eicher Motors | Royal Enfield plans to invest ₹2,200 Crore in Andhra Pradesh plant | Expansion | BUY | Capacity expansion | |
| 21 | 2026-05-08 | 10:08:00 | — | 10:08:00 | One 97 Communications | Aims for 15-20% EBITDA margins in approx 2.5 years | Guidance | POSITIVE | Paytm margin improvement target | |
| 22 | 2026-05-08 | 10:01:00 | — | 10:01:00 | Westlife Foodworld | Macquarie maintains Outperform with Target Price ₹515 | Brokerage | 515 | BUY | Broker positive on QSR |
| 23 | 2026-05-08 | 10:00:00 | — | 10:00:00 | Dabur | Investec maintains Hold with Target Price ₹514 (cut from ₹525) | Brokerage | 514 | HOLD | In-line growth expected |
| 24 | 2026-05-08 | 10:00:00 | — | 10:00:00 | Radico Khaitan | EBITDA margin projected to expand by 125 basis points for FY27 | Guidance | BUY | Margin expansion | |
| 25 | 2026-05-08 | 09:55:00 | — | 09:55:00 | Dabur | Citi maintains Sell with Target Price ₹490 | Brokerage | 490 | SELL | Bearish on FMCG recovery |
| 26 | 2026-05-08 | 09:55:00 | — | 09:55:00 | Interglobe Aviation | DFS Secy announces top 3 airlines could receive up to ₹1,500 Crores each | Policy | POSITIVE | Potential support for airlines | |
| 27 | 2026-05-08 | 09:55:00 | — | 09:55:00 | Radico Khaitan | Net revenue exceeded INR6,000 crores, EBITDA crossed INR1,000 crores | Results | BUY | Milestone achievement | |
| 28 | 2026-05-08 | 09:53:00 | — | 09:53:00 | Radico Khaitan | Expects luxury portfolio to sustain 25% growth | Guidance | BUY | Premiumisation story | |
| 29 | 2026-05-08 | 09:53:00 | — | 09:53:00 | Bajaj Auto | Warns motorcycle growth may drop to 7-9% in FY27 due to rising fuel prices and metal costs | Guidance | CAUTION | Demand headwinds | |
| 30 | 2026-05-08 | 09:52:00 | — | 09:52:00 | NIFTY | Derivatives Strategy: Close Bear Put Spread initiated on 7/5/26 | Derivatives | NEUTRAL | Strategy closed | |
| 31 | 2026-05-08 | 09:49:00 | — | 09:49:00 | Alkyl Amines | Elara Capital maintains Accumulate with Target Price ₹21,927 | Brokerage | 21927 | BUY | Specialty chemical high target |
| 32 | 2026-05-08 | 09:48:00 | — | 09:48:00 | CarTrade | Citi maintains Buy with Target Price ₹2520 (cut from ₹3150) | Brokerage | 2520 | BUY | OLX underperformance weighs |
| 33 | 2026-05-08 | 09:48:00 | — | 09:48:00 | Lupin | Morgan Stanley maintains Equal-weight with Target Price ₹2386 | Brokerage | 2386 | HOLD | Strong Q4 beat but neutral rating |
| 34 | 2026-05-08 | 09:46:00 | — | 09:46:00 | Igarashi Motors | Positional Call: BUY at 426, Target 580 | Positional Call | 426 | BUY | Target ~36% upside |
| 35 | 2026-05-08 | 09:46:00 | — | 09:46:00 | Aptus Value Housing Finance | Morgan Stanley maintains Overweight with Target Price ₹2500 | Brokerage | 2500 | BUY | Housing finance positive |
| 36 | 2026-05-08 | 09:46:00 | — | 09:46:00 | Mankind Pharma | Morgan Stanley maintains Overweight with Target Price ₹2500 | Brokerage | 2500 | BUY | Pharma major, broker positive |
| 37 | 2026-05-08 | 09:45:00 | — | 09:45:00 | Indigo Paints | Investec upgrades to Buy from Hold with Target Price ₹1230 (raised from ₹1110) | Brokerage | 1230 | BUY | Upgrade on paint sector |
| 38 | 2026-05-08 | 09:45:00 | — | 09:45:00 | MRPL | Positional Call: BUY at 165.5, Target 200 | Positional Call | 165.5 | BUY | Target ~21% upside |
| 39 | 2026-05-08 | 09:44:00 | — | 09:44:00 | Tata Group & JSW | To invest $1 Billion in Electric Vehicle and Battery Technology | Expansion | POSITIVE | EV ecosystem boost | |
| 40 | 2026-05-08 | 09:43:00 | — | 09:43:00 | Asian Paints | Investec upgrades to Hold from Sell with Target Price ₹2750 (raised from ₹2285) | Brokerage | 2750 | HOLD | Upgrade on early recovery signs |
| 41 | 2026-05-08 | 09:43:00 | — | 09:43:00 | Berger Paints | Investec upgrades to Hold from Sell with Target Price ₹525 (raised from ₹460) | Brokerage | 525 | HOLD | Upgrade on valuations |
| 42 | 2026-05-08 | 09:42:00 | — | 09:42:00 | Escorts Kubota | Kotak Securities maintains Add with Target Price ₹3425 (raised) | Brokerage | 3425 | BUY | Tractor demand strong |
| 43 | 2026-05-08 | 09:42:00 | — | 09:42:00 | Kansai Nerolac | Investec upgrades to Buy from Hold with Target Price ₹250 (raised from ₹240) | Brokerage | 250 | BUY | Paint demand recovery |
| 44 | 2026-05-08 | 09:42:00 | — | 09:42:00 | Dabur | Jefferies maintains Buy with Target Price ₹610 | Brokerage | 610 | BUY | Positive management outlook |
| 45 | 2026-05-08 | 09:41:00 | — | 09:41:00 | Pidilite | Jefferies maintains Hold with Target Price ₹1390 | Brokerage | 1390 | HOLD | Q4 beat driven by healthy volume |
| 46 | 2026-05-08 | 09:41:00 | — | 09:41:00 | Bharat Forge | Kotak Securities maintains Sell with Target Price ₹1300 (raised from ₹1250) | Brokerage | 1300 | SELL | Valuation concerns |
| 47 | 2026-05-08 | 09:21:00 | — | 09:21:00 | Prestige Estates | Positional Call: Buy at 1445, now 1490. Book profit. | Positional Call | 1490 | POSITIVE | +45 points gain |
| 48 | 2026-05-08 | 09:06:00 | — | 09:06:00 | Acme Solar Holdings | Q4 Cons Net Profit 1.39B vs 1.23B (YoY), Revenue 5.5B vs 4.8B | Results | POSITIVE | Profit +13% | |
| 49 | 2026-05-08 | 09:02:00 | — | 09:02:00 | Acme Solar Holdings | Q4 Profit Before Exceptional Item 1.76B vs 1.8B (YoY) | Results | NEUTRAL | Flat ex-items | |
| 50 | 2026-05-08 | 08:51:00 | — | 08:51:00 | STL Networks | Q4 EBITDA 67M vs 54M (YoY), Margin 3.24% vs 2.99% | Results | POSITIVE | Slight margin expansion | |
| 51 | 2026-05-08 | 15:48:00 | 15m ago | 15:33:00 | Texmaco Rail & Engineering | Receives order worth 130.22 Crores from Kochi Metro Rail Limited | Order | BUY | Railway order win | |
| 52 | 2026-05-08 | 15:48:00 | 16m ago | 15:32:00 | Ujjivan Small Finance Bank | Board greenlights fundraising of up to ₹2000 Crore through sale of equity | Fundraise | NEUTRAL | Equity dilution risk | |
| 53 | 2026-05-08 | 15:48:00 | 18m ago | 15:30:00 | Coromandel International | Reports major EPS shortfall due to delays in NBS subsidy adjustments, higher input costs | Results | CAUTION | Margin pressure | |
| 54 | 2026-05-08 | 15:48:00 | 20m ago | 15:28:00 | Coromandel International | Plans to reduce risks by diversifying beyond fertilizer business due to government policy change | Strategy | NEUTRAL | Business diversification | |
| 55 | 2026-05-08 | 15:48:00 | 19m ago | 15:29:00 | Fino Payments Bank | Reports 204% increase in co-loan referrals in April 2026, reaching 1.66 Billion rupees | Update | BUY | Strong growth in co-lending | |
| 56 | 2026-05-08 | 15:48:00 | 28m ago | 15:20:00 | JSW Infra | Q4 Cons Net Profit 4.23B vs 5.1B (YoY), Revenue 15.22B vs 12.8B | Results | HOLD | Profit decline, revenue growth | |
| 57 | 2026-05-08 | 15:48:00 | 30m ago | 15:18:00 | JSW Infra | Q4 EBITDA 7.7B vs 6.4B (YoY), Margin 50.53% vs 49.95% | Results | POSITIVE | Margin expansion | |
| 58 | 2026-05-08 | 17:48:00 | 32m ago | 17:16:00 | JSW Infrastructure | Sets ambitious FY2030 goal to over double cargo capacity to 400 MTPA from 183 MTPA | Guidance | BUY | Long-term growth plan | |
| 59 | 2026-05-08 | 17:48:00 | 39m ago | 17:09:00 | JSW Infra | Q4 Cons Net Profit 4.18B vs 5.1B (YoY), Revenue 15.2B vs 12.8B | Results | HOLD | Profit decline YoY | |
| 60 | 2026-05-08 | 17:48:00 | 41m ago | 17:07:00 | JSW Infrastructure | Plans capacity growth, Mangalore container capacity set to increase from 4.2 to 6 MTPA | Expansion | POSITIVE | Capacity expansion | |
| 61 | 2026-05-08 | 17:52:00 | 48m ago | 17:04:00 | Swiggy | Q4 Cons Net Loss 8B vs Loss 10.8B (YoY), Revenue 63.8B | Results | NEUTRAL | Losses narrowing | |
| 62 | 2026-05-08 | 17:52:00 | 48m ago | 17:04:00 | Hyundai Motor India | Predicts 8-10% growth in domestic sales for FY27, export volume growth of 8-10% | Guidance | BUY | Strong growth outlook | |
| 63 | 2026-05-08 | 17:52:00 | 49m ago | 17:03:00 | Hyundai Motor India | Plans to maintain EBITDA margins between 11-14% for FY26-27, cautious on geopolitical risks | Guidance | HOLD | Margin guidance maintained | |
| 64 | 2026-05-08 | 17:48:00 | 1h ago | 16:48:00 | Dalmia Bharat | Refutes claims of SFIO inquiry into fraudulent mutual fund transfers; company has filed... | Update | POSITIVE | Denies negative news | |
| 65 | 2026-05-08 | 17:48:00 | 1h ago | 16:48:00 | JSW Infra | Q4 EBITDA 6.5B vs 6.4B (YoY), Margin 42.90% vs 49.95% | Results | HOLD | Margin contraction | |
| 66 | 2026-05-08 | 17:48:00 | 1h ago | 16:48:00 | Kalyani Steels | Final Dividend of 10 rupees per share | Dividend | POSITIVE | Shareholder return | |
| 67 | 2026-05-08 | 18:01:00 | 1h ago | 17:01:00 | Hyundai Motor | Q4 Revenue 189B vs 179B (YoY) | Results | POSITIVE | Revenue +5.6% | |
| 68 | 2026-05-08 | 18:01:00 | 1h ago | 17:01:00 | GNA Axles | Q4 Net Profit 308M vs 254M (YoY) | Results | BUY | Profit +21% | |
| 69 | 2026-05-08 | 18:01:00 | 1h ago | 17:01:00 | Urban Company | Q4 EBITDA Loss 1.14B vs Loss 90M (YoY) | Results | CAUTION | Losses widening | |
| 70 | 2026-05-08 | 18:01:00 | 1h ago | 17:01:00 | Urban Company | Q4 Cons Net Loss 1.6B vs Loss 30M (YoY) | Results | CAUTION | Losses expanding | |
| 71 | 2026-05-08 | 18:01:00 | 1h ago | 17:01:00 | Hyundai Motor | Q4 Cons Net Profit 12.6B vs 16.1B (YoY); Est 12.6B | Results | HOLD | Profit in line, YoY decline | |
| 72 | 2026-05-08 | 18:01:00 | 1h ago | 17:01:00 | Aditya Vision | Q4 Net Profit 217M vs 160M (YoY), Revenue 6.25B vs 4.86B | Results | BUY | Profit +36% | |
| 73 | 2026-05-08 | 18:01:00 | 1h ago | 17:01:00 | Brigade Hotel Ventures | Opens Courtyard By Marriott Kochi Infopark with 218 rooms | Expansion | POSITIVE | New hotel opening | |
| 74 | 2026-05-08 | 18:01:00 | 1h ago | 17:01:00 | Nitin Spinners | Q4 EBITDA 1.3B vs 1.2B (YoY), Margin 15.2% vs 14.3% | Results | POSITIVE | Margin expansion | |
| 75 | 2026-05-08 | 18:02:00 | 2h ago | 16:02:00 | Coromandel International | Nano business becomes market leader with about 50% share, achieves 60% volume growth | Update | BUY | ||
| 76 | 2026-05-08 | 18:02:00 | 2h ago | 16:02:00 | Kalyan Jewellers | Q4 EBITDA 7.36B vs 4B (YoY), Margin 7.2% vs 6.46% | Results | BUY | EBITDA +84% | |
| 77 | 2026-05-08 | 18:02:00 | 2h ago | 16:02:00 | Intellect Design Arena | FY26 EBITDA Margin at 19.1% vs guidance of 16-19% | Results | POSITIVE | ||
| 78 | 2026-05-08 | 18:02:00 | 2h ago | 16:02:00 | Intellect Design | Q4 EBITDA 1.83B vs 1B (QoQ), Margin 21.65% vs 13.7% | Results | BUY | Strong QoQ margin expansion |
792026-05-0818:02:002h ago16:02:00PhysicsWallahForms partnership with Vi to transform digital learning in Rajasthan and UPPartnershipPOSITIVEEdtech expansion 802026-05-0818:02:002h ago16:02:00Intellect DesignQ4 Cons Net Profit 1.2B vs 285M (QoQ)ResultsBUYProfit +321% QoQ 812026-05-0818:02:002h ago16:02:00TitanCrosses ~75,000 crores in FY25-26, grows 46% for the quarterResultsBUY nineteennStrong growth, landmark year 822026-05-0818:03:00—18:03:00State Bank of IndiaQ4 Slippages Ratio at 0.47% vs 0.42% (QoQ)ResultsNEUTRAL nineteennSlippages slightly up 832026-05-0818:03:00—18:03:00State Bank of IndiaQ4 Fresh Slippages at 55B vs 44.58B (QoQ)ResultsNEUTRAL nineteennSlippages up 23% QoQ 842026-05-0818:03:00—18:03:00State Bank of IndiaQ4 Credit Growth at 16% vs guidance 13-15%ResultsPOSITIVE nineteennCredit growth above guidance 852026-05-0818:03:00—18:03:00Ujjivan Small Finance BankQ4 Revenue 18.8B vs 15.7B (YoY)ResultsPOSITIVERevenue +20% 862026-05-0818:03:00—18:03:00Ujjivan Small Finance BankQ4 Net Profit 2.8B vs 834M (YoY)ResultsBUYProfit +235% 872026-05-0818:04:003h ago15:04:00Orient ElectricQ4 Revenue 9.5B vs 8.62B (YoY)ResultsPOSITIVERevenue +10% 882026-05-0818:04:003h ago15:04:00Ujjivan Small Finance BankQ4 GNPA 2.26% vs 2.38% (QoQ), NNPA 0.43% vs 0.57%ResultsPOSITIVEAsset quality improving 892026-05-0818:04:003h ago15:04:00Vijaya DiagnosticManagement plans Rs 140-150 Crore capex for FY27, aiming for fully automatedGuidanceBUY nineteennCapex for growth 902026-05-0818:04:003h ago15:04:00State Bank of IndiaQ4 Provisions for NPA at 31.4B vs 32.2B (QoQ)ResultsPOSITIVE nineteennProvisions slightly down 912026-05-0818:04:003h ago15:04:00State Bank of IndiaQ4 Revenue 1.23T vs 1.19T (YoY)ResultsPOSITIVERevenue +3.4% 922026-05-0818:04:003h ago15:04:00Titan CompanyQ4 EBITDA 19.4B vs 15.4B (YoY), Margin 7.2% vs 10.30%ResultsHOLDMargin contraction 932026-05-0818:04:003h ago15:04:00Titan CompanyQ4 Cons Net Profit 12B vs 8.7B (YoY); Est 13BResultsHOLD nineteennProfit +38% but miss estimates 942026-05-0818:04:003h ago15:04:00CoforgePositional Call: Today's buy call at 1334 is now 1371. Book profit.Positional Call1371POSITIVE+37 points gain 952026-05-0808:48:00—08:48:00STL NetworksQ4 Revenue 2.03B vs 1.81B (YoY)ResultsPOSITIVERevenue +12%
Share new 7 and 8 May 2026
| # | Date | SS Time | Ago | Actual Time | Company | News | Category | CMP | Action/View | Analysis/Notes |
|---|---|---|---|---|---|---|---|---|---|---|
| 1 | 2026-05-07 | 21:50:00 | 2m ago | 21:48:00 | Lupin | Q4 Cons Net Profit 14.6B vs 7.73B, Revenue 74.7B vs 56.7B | Results | BUY | Profit nearly doubled | |
| 2 | 2026-05-07 | 21:50:00 | 2m ago | 21:48:00 | Lupin | Final Dividend 18 rupees per share | Dividend | POSITIVE | High dividend yield | |
| 3 | 2026-05-07 | 21:50:00 | 2m ago | 21:48:00 | Lupin | Q4 EBITDA 24.8B vs 13.21B, Margin 33.6% vs 23.31% | Results | BUY | Massive margin expansion | |
| 4 | 2026-05-07 | 21:50:00 | 4m ago | 21:46:00 | NOCIL | Final Dividend 1.5 rupees per share | Dividend | POSITIVE | Chemical player | |
| 5 | 2026-05-07 | 21:50:00 | 4m ago | 21:46:00 | NOCIL | Q4 EBITDA 203M vs 340M, Margin 6.16% vs 10% | Results | CAUTION | Margin contraction | |
| 6 | 2026-05-07 | 21:50:00 | 4m ago | 21:46:00 | NOCIL | Q4 Net Profit 180M vs 204M, Revenue 3.3B vs 3.4B | Results | HOLD | Profit decline | |
| 7 | 2026-05-07 | 21:50:00 | 9m ago | 21:41:00 | Britannia Industries | Final Dividend of 90.50 rupees per share | Dividend | BUY | Very high dividend | |
| 8 | 2026-05-07 | 21:50:00 | 12m ago | 21:38:00 | Britannia Industries | Q4 EBITDA 8.7B vs 8B, Margin 18.54% vs 18.06% | Results | POSITIVE | Margin expansion | |
| 9 | 2026-05-07 | 21:50:00 | 12m ago | 21:38:00 | Britannia Industries | Q4 Cons Net Profit 6.78B vs 5.6B, Revenue 47.1B | Results | BUY | Profit +21% | |
| 10 | 2026-05-07 | 21:50:00 | 25m ago | 21:25:00 | Vesuvius India | Q4 Net Profit 558M vs 593M, Revenue 4.98B vs 4.8B | Results | HOLD | Profit slight decline | |
| 11 | 2026-05-07 | 21:50:00 | 25m ago | 21:25:00 | Vesuvius India | Q4 EBITDA 914M vs 830M, Margin 18.35% vs 17.21% | Results | POSITIVE | Margin expansion | |
| 12 | 2026-05-07 | 21:50:00 | 34m ago | 21:16:00 | Sundrop Brands | Q4 Net Profit 98.5M vs Loss 1.1B, Revenue 3.8B | Results | BUY | Turnaround from loss | |
| 13 | 2026-05-07 | 21:50:00 | 35m ago | 21:15:00 | Forbes Precision | Q4 Net Profit 110M vs 91M, Revenue 709M vs 659M | Results | POSITIVE | Steady growth | |
| 14 | 2026-05-07 | 21:50:00 | 35m ago | 21:15:00 | Sandur Manganese | Q4 EBITDA 3.8B vs 3.16B, Margin 25.57% vs 23.91% | Results | POSITIVE | Margin expansion | |
| 15 | 2026-05-07 | 21:50:00 | 37m ago | 21:13:00 | Sundrop Brands | Q4 EBITDA 208M vs Loss 4M | Results | BUY | Turnaround, positive EBITDA | |
| 16 | 2026-05-07 | 21:50:00 | 37m ago | 21:13:00 | Pace Digitek | Secures ₹7,020 Million contract for 250 MW | Order | BUY | Large order win | |
| 17 | 2026-05-07 | 21:50:00 | 39m ago | 21:11:00 | Sandur Manganese | Q4 Cons Net Profit 2.36B vs 1.6B, Revenue 15.1B | Results | BUY | Profit +48% | |
| 18 | 2026-05-07 | 21:50:00 | 50m ago | 21:00:00 | Gandhar Oil Refinery | Gets approval for refund claim of 229.2 Million Rupees | Update | POSITIVE | Tax/refund positive | |
| 19 | 2026-05-07 | 21:50:00 | 1h ago | 20:50:00 | Pidilite Industries | Q4 Net Profit 5.79B vs 4.2B, Revenue 35.83B | Results | BUY | Profit +38% | |
| 20 | 2026-05-07 | 21:50:00 | 1h ago | 20:50:00 | Pidilite Industries | Q4 EBITDA 8.3B vs 6.3B, Margin 23.25% vs 20.15% | Results | BUY | Strong margin expansion | |
| 21 | 2026-05-07 | 21:50:00 | 1h ago | 20:50:00 | Pidilite Industries | Recommends dividend of 11.50 rupees per share | Dividend | POSITIVE | Consistent dividend | |
| 22 | 2026-05-07 | 21:50:00 | 1h ago | 20:50:00 | Aditya Birla Lifestyle Brands | Q4 Net Profit 243M vs 426M, Revenue 21.5B | Results | CAUTION | Profit decline 43% | |
| 23 | 2026-05-07 | 23:47:00 | now | 23:47:00 | Brent Oil | Recovers after falling as much as $5, ends session in positive range | Macro | NEUTRAL | Oil price recovery | |
| 24 | 2026-05-07 | 23:59:00 | 17m ago | 23:42:00 | Shakti Pumps | Q4 EBITDA 830M vs 1.64B, Margin 9.68% vs 24.64% | Results | CAUTION | Margin contraction sharply | |
| 25 | 2026-05-07 | 23:59:00 | 21m ago | 23:38:00 | Shakti Pumps | Q4 Net Profit 383M vs 1.1B, Revenue 8.57B vs 6.65B | Results | CAUTION | Profit down 65% | |
| 26 | 2026-05-07 | 23:59:00 | 43m ago | 23:16:00 | NRB Bearings | Approves purchase of land worth up to 40 Crore for business growth | Expansion | POSITIVE | Capex for growth | |
| 27 | 2026-05-07 | 23:48:00 | 1h ago | 22:48:00 | NRB Bearings | Q4 Profit Before Tax 557M vs 484M | Results | POSITIVE | Profit growth | |
| 28 | 2026-05-07 | 23:48:00 | 1h ago | 22:48:00 | NRB Bearings | Q4 EBITDA 669M vs 603M, Margin 18% vs 18.3% | Results | HOLD | Margin flat | |
| 29 | 2026-05-07 | 23:48:00 | 1h ago | 22:48:00 | NRB Bearings | Final Dividend of Rs. 2.25 per share | Dividend | POSITIVE | Shareholder return | |
| 30 | 2026-05-07 | 23:59:00 | 9m ago | 23:50:00 | Oil Prices | Oil prices strengthen further, Brent up $1 and WTI up $2 | Macro | NEUTRAL | Oil price update | |
| 31 | 2026-05-08 | 14:46:00 | 17m ago | 14:29:00 | Vedant Fashions | Q4 Net Profit 1.14B vs 1.01B | Results | BUY | Manyavar brand growth | |
| 32 | 2026-05-08 | 14:46:00 | 19m ago | 14:27:00 | Vedant Fashions | Recommends final dividend of Rs 7.75 per share | Dividend | POSITIVE | Shareholder return | |
| 33 | 2026-05-08 | 14:46:00 | 21m ago | 14:25:00 | Lumax Auto Technologies | Board agrees to sell half of its stake in Lumax Jopp to Jopp Holding | Strategic | NEUTRAL | Stake sale | |
| 34 | 2026-05-08 | 14:46:00 | 23m ago | 14:23:00 | Diamond Power Infrastructure | Cleared in CBI and ED/PMLA cases; release of assets valued over ₹1000 Cr | Legal | POSITIVE | Legal overhang removed | |
| 35 | 2026-05-08 | 14:46:00 | 24m ago | 14:22:00 | Cera Sanitaryware | Board approves dividend of Rs 75 per share | Dividend | BUY | Very high dividend | |
| 36 | 2026-05-08 | 14:47:00 | 51m ago | 13:56:00 | Cera Sanitaryware | Q4 EBITDA 979M vs 1.06B, Margin 15.1% vs 18.27% | Results | HOLD | Margin contraction | |
| 37 | 2026-05-08 | 14:47:00 | 54m ago | 13:53:00 | Muthoot Finance | Rs. 141.38 Cr NSE block trade; for ~401,096 shares at Rs. 3524.80 | Block Deal | 3524.80 | NEUTRAL | Large block trade |
| 38 | 2026-05-08 | 14:47:00 | 54m ago | 13:53:00 | Cera Sanitaryware | Q4 Net Profit 773M vs 856M | Results | HOLD | Profit decline | |
| 39 | 2026-05-08 | 14:47:00 | 59m ago | 13:48:00 | Tube Investments of India | Rs. 54.89 Cr NSE block trade; for ~181,599 shares at Rs. 3022.80 | Block Deal | 3022.80 | NEUTRAL | Block trade at higher levels |
| 40 | 2026-05-08 | 14:47:00 | 59m ago | 13:48:00 | India Motor Parts | Recommends final dividend of 23 rupees per share | Dividend | POSITIVE | High dividend | |
| 41 | 2026-05-08 | 14:47:00 | 59m ago | 13:48:00 | Star Health | Premium INR 12.65 Bln in April, up 19.3% (YoY) | Update | BUY | Strong premium growth | |
| 42 | 2026-05-08 | 14:47:00 | 1h ago | 13:47:00 | Remsons Industries | Nominated for 10-year pedal box project by global truck maker; estimated value ₹160 Cr | Order | BUY | Long-term order win | |
| 43 | 2026-05-08 | 14:47:00 | 1h ago | 13:47:00 | HDFC Asset Management | Rs. 82.59 Cr NSE block trade; for ~289,189 shares | Block Deal | NEUTRAL | Block trade in AMC | |
| 44 | 2026-05-08 | 14:47:00 | 1h ago | 13:47:00 | Kotak Mahindra Bank | Rs. 95.75 Cr NSE block trade; for ~2,525,954 shares at Rs. 379.05 | Block Deal | 379.05 | NEUTRAL | Large block trade in bank |
| 45 | 2026-05-08 | 14:47:00 | 1h ago | 13:47:00 | India Motor Parts | Q4 EBITDA 171M vs 160M, Margin 8.13% vs 8.5% | Results | HOLD | Margin slight contraction | |
| 46 | 2026-05-08 | 14:47:00 | 1h ago | 13:47:00 | Dee Development Engineers | Order book for April 2026 at ₹1,909.82 Cr | Update | POSITIVE | Strong order book | |
| 47 | 2026-05-08 | 14:48:00 | 1h ago | 13:48:00 | ICICI Lombard General | Premium reached Rs 36.54 Billion in April, up 1.7% YoY | Update | NEUTRAL | Premium growth modest | |
| 48 | 2026-05-08 | 14:48:00 | 1h ago | 13:48:00 | India Motor Parts | Q4 Net Profit 345M vs 239M, Revenue 2.1B vs 1.9B | Results | BUY | Profit +44% | |
| 49 | 2026-05-08 | 14:48:00 | 1h ago | 13:48:00 | COFORGE | Due to abnormal volatility, NSE may increase margin | Volatility | CAUTION | Margin increase likely | |
| 50 | 2026-05-08 | 14:48:00 | 1h ago | 13:48:00 | SKF India | Positional call: Buy at 1730, now 1760. Book profit. | Positional Call | 1760 | POSITIVE | +30 points gain |
| 51 | 2026-05-08 | 14:48:00 | 2h ago | 12:48:00 | HDFC Asset Management | Positional call: Buy at 2807, now 2853. Book profit. | Positional Call | 2853 | POSITIVE | +46 points gain |
| 52 | 2026-05-08 | 14:48:00 | 3h ago | 11:48:00 | DALBHARAT & BRITANNIA | Due to abnormal volatility, NSE may increase margin | Volatility | CAUTION | Margin increase likely | |
| 53 | 2026-05-08 | 14:48:00 | 3h ago | 11:48:00 | Apollo Micro Systems | Gets orders totaling ₹510.25 Million including ₹174.78 Cr from Ministry of Defence | Order | BUY | Defence order win | |
| 54 | 2026-05-08 | 14:48:00 | 3h ago | 11:48:00 | BASF India | Positional call: Buy at 3813, now 3910. Book profit. | Positional Call | 3910 | POSITIVE | +97 points gain |
Share news 7 May 2026
| # | Date | Time | Company | News | Category | CMP | Action/View | Analysis/Notes |
|---|---|---|---|---|---|---|---|---|
| 1 | 2026-05-07 | 18:33:24 | Globus Spirits | Recommends dividend of 6.53 rupees per share | Dividend | POSITIVE | Alcobev company, shareholder return | |
| 2 | 2026-05-07 | 18:33:24 | Dabur India | Q4 Cons Net Profit 3.69B vs 3.2B (YoY), Revenue 30.38B vs 28.3B (YoY), declares dividend of 5.5 rupees/share | Results | BUY | FMCG steady growth, volume +6% | |
| 3 | 2026-05-07 | 18:35:33 | Kotak Mahindra Bank | Gets RBI green light to buy 9.99% share in Jammu and Kashmir Bank | Regulatory | POSITIVE | Strategic stake, banking consolidation | |
| 4 | 2026-05-07 | 18:35:33 | MRF | Warns below-average monsoon expected could harm demand | Guidance | CAUTION | Tyremaker, rural demand risk | |
| 5 | 2026-05-07 | 18:35:33 | Kotak Mahindra Bank | Gets RBI green light to buy up to 9.99% stake in City Union Bank | Regulatory | POSITIVE | Another bank stake, expansion | |
| 6 | 2026-05-07 | 18:35:42 | PAJSON Agro | Co-Promoter affirms growth for FY26 due to "near-zero waste" processing model | Guidance | POSITIVE | Agri processing efficiency story | |
| 7 | 2026-05-07 | 18:37:16 | Apollo Pipes | Aims for over 25% annual growth rate in next 3 years | Guidance | BUY | Aggressive growth target, piping sector | |
| 8 | 2026-05-07 | 18:37:16 | Sirca Paints India | Dividend of 2 rupees per share. Q4 EBITDA 257M vs 189M (YoY), Margin 19.17% vs 19.74% | Results | POSITIVE | Profit growth, stable margins | |
| 9 | 2026-05-07 | 18:38:06 | Sirca Paints | Q4 Net Profit 177M vs 142M (YoY), Revenue 1.34B vs 1B (YoY) | Results | BUY | Revenue +34%, profit +25% | |
| 10 | 2026-05-07 | 18:38:06 | Westlife Foodworld | Q4 Revenue 6.6B vs 6B (YoY). Aims 580-630 restaurants by 2027 | Results | BUY | McDonald's franchise, expansion | |
| 11 | 2026-05-07 | 18:38:15 | Westlife FoodWorld | Reports 1.5% growth in same store sales for Q4 | Update | POSITIVE | SSG positive after tough period | |
| 12 | 2026-05-07 | 18:38:15 | NSE Index | Ends Down 0.02% Or -4.30 Points At 24,326.65 | Market | NEUTRAL | Flat close, consolidation | |
| 13 | 2026-05-07 | 18:38:15 | Westlife Foodworld | Q4 EBITDA 869M vs 770M (YoY), Margin 13.3% vs 12.8% (YoY) | Results | BUY | Margin expansion, operating leverage | |
| 14 | 2026-05-07 | 18:38:37 | Westlife Foodworld | Q4 Cons Net Profit 24M vs 15M (YoY) | Results | POSITIVE | Profit +60%, low base | |
| 15 | 2026-05-07 | 18:38:37 | RattanIndia Power | Q4 Revenue 7.9B vs 9.4B (YoY) | Results | CAUTION | Revenue decline, power sector pressure | |
| 16 | 2026-05-07 | 18:38:44 | RattanIndia Power | Q4 EBITDA 1.20B vs 2.02B (YoY), Margin 15.32% vs 22% (YoY) | Results | SELL | Sharp margin contraction | |
| 17 | 2026-05-07 | 18:38:44 | RattanIndia Power | Q4 SL Net Profit 414M vs 1.25B (YoY) | Results | CAUTION | Profit down 67% YoY | |
| 18 | 2026-05-07 | 18:38:58 | Karur Vysya Bank | Q4 SL Net Profit 7.3B vs 5.13B (YoY) | Results | BUY | Profit +42% YoY, regional bank | |
| 19 | 2026-05-07 | 18:38:58 | Apollo Pipes | Q4 EBITDA 180M vs 240M (YoY), Margin 5.2% vs 7.64% (YoY) | Results | CAUTION | Margin compression, cost pressure | |
| 20 | 2026-05-07 | 18:38:58 | Karur Vysya Bank | Q4 GNPA 0.75% vs 0.71% (QoQ), NNPA 0.19% stable | Results | POSITIVE | Asset quality stable | |
| 21 | 2026-05-07 | 18:39:11 | Apollo Pipes | Q4 Revenue 3.5B vs 3.14B (YoY) | Results | NEUTRAL | Revenue +11%, margin weak | |
| 22 | 2026-05-07 | 18:39:11 | Karur Vysya Bank | Dividend 2.6 rupees per share | Dividend | POSITIVE | Shareholder return | |
| 23 | 2026-05-07 | 18:39:11 | Tata Steel | Co to consider Q4 Results on May 15 | Update | NEUTRAL | Earnings date announced | |
| 24 | 2026-05-07 | 18:39:11 | Apollo Pipes | Q4 Cons Net Profit 10M vs 98M (YoY) | Results | SELL | Profit collapse 90% | |
| 25 | 2026-05-07 | 18:39:24 | Lenskart | Potential Block Deal Worth ₹3500 Crore at 5% discount from CMP | Block Deal | NEUTRAL | Large block, watch price | |
| 26 | 2026-05-07 | 18:39:46 | Karur Vysya Bank | Q4 Revenue 29B vs 25.16B (YoY) | Results | POSITIVE | Revenue +15% | |
| 27 | 2026-05-07 | 18:39:46 | Bharat Forge | Baba Kalyani says auto segment to see growth of 25%+ in FY27 | Guidance | BUY | Strong auto outlook, defence growth | |
| 28 | 2026-05-07 | 18:39:46 | Bharat Forge | Projects defence sector growth over 50% by FY27 | Guidance | BUY | Defence diversification paying off | |
| 29 | 2026-05-07 | 18:41:04 | ITC Ltd. | Rs. 241.74 Cr NSE block trade; for ~7,855,111 shares at Rs. 307.75 | Block Deal | 307.75 | NEUTRAL | Large block in FMCG major |
| 30 | 2026-05-07 | 18:41:12 | TCS | Rs. 73.65 Cr NSE block trade; for ~306,545 shares | Block Deal | NEUTRAL | IT services block | |
| 31 | 2026-05-07 | 18:41:12 | Axtel Industries | Q4 Revenue 706M vs 376M (YoY), EBITDA 152M vs 45M, Margin 21.5% vs 12% | Results | BUY | Turnaround story, margin expansion | |
| 32 | 2026-05-07 | 18:41:25 | Axtel Industries | Q4 Net Profit 112M vs 47M (YoY) | Results | BUY | Profit more than doubled | |
| 33 | 2026-05-07 | 18:41:25 | ITC | Co to consider Q4 Results on May 21 | Update | NEUTRAL | Earnings date announced | |
| 34 | 2026-05-07 | 18:41:25 | Wonderla Holiday | Q4 Revenue 1.4B vs 968M (YoY) | Results | BUY | Revenue +45%, amusement parks | |
| 35 | 2026-05-07 | 18:41:25 | Ceigall India | Q4 EBITDA 2.24B vs 1.3B (YoY), Margin 16.12% vs 12.64% (YoY) | Results | BUY | Strong margin expansion, infra | |
| 36 | 2026-05-07 | 18:41:32 | Diffusion Engineers | Wins local contract worth about Rs 10.63 Cr for roller assemblies | Order | POSITIVE | Small order win | |
| 37 | 2026-05-07 | 18:41:32 | Bajaj Holdings | Q4 Cons Net Profit 25.8B vs 17B (YoY) | Results | BUY | Profit +52%, investment company | |
| 38 | 2026-05-07 | 18:42:04 | Ceigall India | Q4 Revenue 14B vs 10B (YoY) | Results | BUY | Revenue +40% | |
| 39 | 2026-05-07 | 18:42:04 | CCL Products | Cocoa futures rise up to 7.7% in New York | Macro | POSITIVE | Raw material price impact | |
| 40 | 2026-05-07 | 18:42:04 | Wonderla Holiday | Q4 Net Profit 164M vs 110M (YoY) | Results | BUY | Profit +49% | |
| 41 | 2026-05-07 | 18:42:26 | Escorts Kubota | Recommends final dividend of Rs 33 per share | Dividend | BUY | High dividend, tractor major | |
| 42 | 2026-05-07 | 18:42:33 | Ceigall India | Q4 Cons Net Profit 1.3B vs 744M (YoY) | Results | BUY | Profit +75% | |
| 43 | 2026-05-07 | 18:42:33 | Wonderla Holiday | Q4 EBITDA 402M vs 197M (YoY), Margin 29.6% vs 20.4% (YoY) | Results | BUY | Strong margin expansion | |
| 44 | 2026-05-07 | 18:42:44 | Coromandel International | Q4 Revenue 60B vs 50B (YoY) | Results | POSITIVE | Revenue +20%, fertiliser | |
| 45 | 2026-05-07 | 18:42:44 | Escorts Kubota | Q4 Revenue 30B vs 24B (YoY) | Results | BUY | Revenue +25%, tractor demand | |
| 46 | 2026-05-07 | 18:42:52 | Escorts Kubota | Q4 EBITDA 3.86B vs 2.92B (YoY), Margin 13.1% vs 12.02% (YoY) | Results | BUY | Margin expansion | |
| 47 | 2026-05-07 | 18:43:00 | Escorts Kubota | Q4 Net Profit 3.25B vs 2.5B (YoY) | Results | BUY | Profit +30% | |
| 48 | 2026-05-07 | 18:43:00 | Gateway Distriparks | Q4 Revenue 5.34B vs 5.35B (YoY) flat | Results | NEUTRAL | Revenue stable | |
| 49 | 2026-05-07 | 18:43:00 | Coromandel International | Q4 Cons Net Profit 1.8B vs 5.8B (YoY) - sharp decline | Results | CAUTION | Profit down 69% due to one-offs | |
| 50 | 2026-05-07 | 18:43:08 | Gateway Distriparks | Q4 EBITDA 1.18B vs 1.08B (YoY), Margin 22.06% vs 20.13% (YoY) | Results | POSITIVE | Margin expansion | |
| 51 | 2026-05-07 | 18:43:08 | Gateway Distriparks | Q4 Cons Net Profit 637M vs Loss 1.93B (YoY) - turnaround | Results | BUY | Turnaround from loss to profit | |
| 52 | 2026-05-07 | 18:43:18 | Nila Spaces | Q4 EBITDA 174M vs 101M (YoY), Margin 34.95% vs 25.45% (YoY) | Results | BUY | High margin real estate | |
| 53 | 2026-05-07 | 18:43:18 | Nila Spaces | Q4 Net Profit 92M vs 47M (YoY), Revenue 498M vs 398M (YoY) | Results | BUY | Profit doubled, smallcap | |
| 54 | 2026-05-07 | 18:43:26 | Home First Finance | FY27 AUM Growth Guidance at 25% | Guidance | BUY | Strong growth guidance, housing finance | |
| 55 | 2026-05-07 | 20:07:42 | Jyoti Resins & Adhesives | Q4 Net Profit 200M vs 197M (YoY), Revenue 929M | Results | NEUTRAL | Flat profit | |
| 56 | 2026-05-07 | 20:07:42 | Forbes Precision | Q4 Net Profit 110M vs 91M (YoY), Revenue 709M vs 659M | Results | POSITIVE | Steady growth | |
| 57 | 2026-05-07 | 20:07:42 | Prudent Corp | Q4 Net Profit 591M vs 517M (YoY), Revenue 3.6B vs 2.8B (YoY) | Results | BUY | Revenue +29%, profit +14% | |
| 58 | 2026-05-07 | 20:07:51 | Prudent Corp | Q4 EBITDA 930M vs 688M (YoY), Margin 25.79% vs 24.3% (YoY) | Results | BUY | Margin expansion | |
| 59 | 2026-05-07 | 20:07:51 | Innova Captab | Q4 Net Profit 381M vs 296M (YoY), Revenue 4.47B vs 3.15B (YoY) | Results | BUY | Revenue +42%, profit +29% | |
| 60 | 2026-05-07 | 20:07:51 | Nasdaq | Up 42.82 points (+0.17%) at 25,881.76 after market open | Macro | POSITIVE | US markets positive | |
| 61 | 2026-05-07 | 20:08:02 | Dow Jones | Up 181.75 points (+0.36%) at 50,092.34 after market open | Macro | POSITIVE | Dow above 50k | |
| 62 | 2026-05-07 | 20:08:21 | K.P. Energy | Q4 Net Profit 786M vs 458M (YoY), Revenue 6.3B vs 4B (YoY) | Results | BUY | Profit +72%, renewable energy | |
| 63 | 2026-05-07 | 20:10:11 | Prudent Corporate | Final dividend 3.5 rupees per share | Dividend | POSITIVE | Dividend yield ~0.5% | |
| 64 | 2026-05-07 | 20:10:11 | V-Mart Retail | Q4 EBITDA 1B vs 681M (YoY), Margin 10.95% vs 8.74% (YoY) | Results | BUY | Margin expansion, retail recovery | |
| 65 | 2026-05-07 | 20:10:11 | V-Mart Retail | Q4 Net Profit 112M vs 185M (YoY), Revenue 9.7B vs 7.8B (YoY) | Results | NEUTRAL | Profit decline despite revenue growth | |
| 66 | 2026-05-07 | 20:10:23 | FII/DII Flow | FII Sell 341 Cr, DII Buy 441 Cr | Flow | NEUTRAL | FII selling continues | |
| 67 | 2026-05-07 | 20:10:23 | Kirloskar Ferrous | Board approves raising up to ₹1,000 Cr via NCDs | Fundraise | POSITIVE | Debt raise for expansion | |
| 68 | 2026-05-07 | 20:10:23 | Savita Oil Technologies | Q4 Net Profit 503M vs 345M (YoY), Revenue 12.24B | Results | BUY | Profit +46%, specialty chemicals | |
| 69 | 2026-05-07 | 20:11:21 | Kirloskar Ferrous | Q4 Net Profit 1.3B vs 956M (YoY), Revenue 17.81B | Results | BUY | Profit +36%, castings | |
| 70 | 2026-05-07 | 20:11:42 | Thermax | Q4 Net Profit 2.44B vs 2.05B (YoY), Revenue 34.28B vs 30.8B (YoY) | Results | BUY | Capital goods, steady growth | |
| 71 | 2026-05-07 | 20:11:42 | Thermax | Q4 EBITDA 3.74B vs 2.99B (YoY), Margin 10.93% vs 9.69% (YoY) | Results | BUY | Margin expansion | |
| 72 | 2026-05-07 | 20:12:00 | Thermax | Final dividend of 14 rupees per share | Dividend | BUY | High dividend yield ~1% | |
| 73 | 2026-05-07 | 20:12:00 | CCL Products | Q4 EBITDA 1.9B vs 1.6B (YoY), Margin 15.67% vs 19.53% (YoY) | Results | HOLD | Margin contraction, coffee | |
| 74 | 2026-05-07 | 20:12:00 | CCL Products | Q4 Net Profit 1.15B vs 1B (YoY), Revenue 12.2B vs 8.4B (YoY) | Results | POSITIVE | Revenue +45%, profit +15% | |
| 75 | 2026-05-07 | 20:12:08 | Thyrocare Tech | Final dividend of 7 rupees per share. Q4 Net Profit 471M vs 217M (YoY), Revenue 2.23B vs 1.87B (YoY) | Results | BUY | Profit doubled, diagnostic lab | |
| 76 | 2026-05-07 | 20:12:08 | Thyrocare Tech | Q4 EBITDA 755M vs 577M (YoY), Margin 33.71% vs 30.83% (YoY) | Results | BUY | High margin business | |
| 77 | 2026-05-07 | 20:12:16 | Sonata Software | Q4 EBITDA 2.08B vs 1.7B (YoY), Margin 8.23% vs 6.6% (YoY) | Results | POSITIVE | Margin expansion | |
| 78 | 2026-05-07 | 20:12:24 | Gravita India | Q4 Net Profit 918M vs 951M (YoY), Revenue 11.72B vs 10.4B (YoY) | Results | HOLD | Flat profit, revenue growth | |
| 79 | 2026-05-07 | 20:12:32 | BSE | Q4 EBITDA 11.2B vs 5.5B (YoY), Margin 71.83% vs 65.5% (YoY) | Results | BUY | Exchange, strong profit growth | |
| 80 | 2026-05-07 | 20:21:58 | Suryoday Small Finance Bank | Q4 GNPA 6.55% vs 6.69% (QoQ), NNPA 4.21% vs 4.35% (QoQ) | Results | NEUTRAL | High NPAs but improving | |
| 81 | 2026-05-07 | 20:21:58 | Suryoday Small Finance Bank | Q4 Net Profit 497M vs Loss 338M (YoY), Revenue 6B | Results | BUY | Turnaround from loss to profit | |
| 82 | 2026-05-07 | 20:21:58 | Vijaya Diagnostic Centre | Q4 Net Profit 479M vs 346M (YoY), Revenue 2.2B vs 1.8B (YoY) | Results | BUY | Profit +38%, diagnostic chain | |
| 83 | 2026-05-07 | 20:22:05 | Gravita India | Q4 EBITDA 1.1B vs 930M (YoY), Margin 9.55% vs 8.97% (YoY) | Results | POSITIVE | Margin expansion, lead recycling | |
| 84 | 2026-05-07 | 20:22:05 | Vijaya Diagnostic | Q4 EBITDA 955M vs 689M (YoY), Margin 43.54% vs 39.75% (YoY) | Results | BUY | High margin diagnostic business |
Share news 7 May 2026
| # | Date | Time | Company | News | Category | CMP | Action/View | Analysis/Notes |
|---|---|---|---|---|---|---|---|---|
| 1 | 2026-05-07 | 18:33:24 | Globus Spirits | Recommends dividend of 6.53 rupees per share | Dividend | POSITIVE | Alcobev company, shareholder return | |
| 2 | 2026-05-07 | 18:33:24 | Dabur India | Q4 Cons Net Profit 3.69B vs 3.2B (YoY), Revenue 30.38B vs 28.3B (YoY), declares dividend of 5.5 rupees/share | Results | BUY | FMCG steady growth, volume +6% | |
| 3 | 2026-05-07 | 18:35:33 | Kotak Mahindra Bank | Gets RBI green light to buy 9.99% share in Jammu and Kashmir Bank | Regulatory | POSITIVE | Strategic stake, banking consolidation | |
| 4 | 2026-05-07 | 18:35:33 | MRF | Warns below-average monsoon expected could harm demand | Guidance | CAUTION | Tyremaker, rural demand risk | |
| 5 | 2026-05-07 | 18:35:33 | Kotak Mahindra Bank | Gets RBI green light to buy up to 9.99% stake in City Union Bank | Regulatory | POSITIVE | Another bank stake, expansion | |
| 6 | 2026-05-07 | 18:35:42 | PAJSON Agro | Co-Promoter affirms growth for FY26 due to "near-zero waste" processing model | Guidance | POSITIVE | Agri processing efficiency story | |
| 7 | 2026-05-07 | 18:37:16 | Apollo Pipes | Aims for over 25% annual growth rate in next 3 years | Guidance | BUY | Aggressive growth target, piping sector | |
| 8 | 2026-05-07 | 18:37:16 | Sirca Paints India | Dividend of 2 rupees per share. Q4 EBITDA 257M vs 189M (YoY), Margin 19.17% vs 19.74% | Results | POSITIVE | Profit growth, stable margins | |
| 9 | 2026-05-07 | 18:38:06 | Sirca Paints | Q4 Net Profit 177M vs 142M (YoY), Revenue 1.34B vs 1B (YoY) | Results | BUY | Revenue +34%, profit +25% | |
| 10 | 2026-05-07 | 18:38:06 | Westlife Foodworld | Q4 Revenue 6.6B vs 6B (YoY). Aims 580-630 restaurants by 2027 | Results | BUY | McDonald's franchise, expansion | |
| 11 | 2026-05-07 | 18:38:15 | Westlife FoodWorld | Reports 1.5% growth in same store sales for Q4 | Update | POSITIVE | SSG positive after tough period | |
| 12 | 2026-05-07 | 18:38:15 | NSE Index | Ends Down 0.02% Or -4.30 Points At 24,326.65 | Market | NEUTRAL | Flat close, consolidation | |
| 13 | 2026-05-07 | 18:38:15 | Westlife Foodworld | Q4 EBITDA 869M vs 770M (YoY), Margin 13.3% vs 12.8% (YoY) | Results | BUY | Margin expansion, operating leverage | |
| 14 | 2026-05-07 | 18:38:37 | Westlife Foodworld | Q4 Cons Net Profit 24M vs 15M (YoY) | Results | POSITIVE | Profit +60%, low base | |
| 15 | 2026-05-07 | 18:38:37 | RattanIndia Power | Q4 Revenue 7.9B vs 9.4B (YoY) | Results | CAUTION | Revenue decline, power sector pressure | |
| 16 | 2026-05-07 | 18:38:44 | RattanIndia Power | Q4 EBITDA 1.20B vs 2.02B (YoY), Margin 15.32% vs 22% (YoY) | Results | SELL | Sharp margin contraction | |
| 17 | 2026-05-07 | 18:38:44 | RattanIndia Power | Q4 SL Net Profit 414M vs 1.25B (YoY) | Results | CAUTION | Profit down 67% YoY | |
| 18 | 2026-05-07 | 18:38:58 | Karur Vysya Bank | Q4 SL Net Profit 7.3B vs 5.13B (YoY) | Results | BUY | Profit +42% YoY, regional bank | |
| 19 | 2026-05-07 | 18:38:58 | Apollo Pipes | Q4 EBITDA 180M vs 240M (YoY), Margin 5.2% vs 7.64% (YoY) | Results | CAUTION | Margin compression, cost pressure | |
| 20 | 2026-05-07 | 18:38:58 | Karur Vysya Bank | Q4 GNPA 0.75% vs 0.71% (QoQ), NNPA 0.19% stable | Results | POSITIVE | Asset quality stable | |
| 21 | 2026-05-07 | 18:39:11 | Apollo Pipes | Q4 Revenue 3.5B vs 3.14B (YoY) | Results | NEUTRAL | Revenue +11%, margin weak | |
| 22 | 2026-05-07 | 18:39:11 | Karur Vysya Bank | Dividend 2.6 rupees per share | Dividend | POSITIVE | Shareholder return | |
| 23 | 2026-05-07 | 18:39:11 | Tata Steel | Co to consider Q4 Results on May 15 | Update | NEUTRAL | Earnings date announced | |
| 24 | 2026-05-07 | 18:39:11 | Apollo Pipes | Q4 Cons Net Profit 10M vs 98M (YoY) | Results | SELL | Profit collapse 90% | |
| 25 | 2026-05-07 | 18:39:24 | Lenskart | Potential Block Deal Worth ₹3500 Crore at 5% discount from CMP | Block Deal | NEUTRAL | Large block, watch price | |
| 26 | 2026-05-07 | 18:39:46 | Karur Vysya Bank | Q4 Revenue 29B vs 25.16B (YoY) | Results | POSITIVE | Revenue +15% | |
| 27 | 2026-05-07 | 18:39:46 | Bharat Forge | Baba Kalyani says auto segment to see growth of 25%+ in FY27 | Guidance | BUY | Strong auto outlook, defence growth | |
| 28 | 2026-05-07 | 18:39:46 | Bharat Forge | Projects defence sector growth over 50% by FY27 | Guidance | BUY | Defence diversification paying off | |
| 29 | 2026-05-07 | 18:41:04 | ITC Ltd. | Rs. 241.74 Cr NSE block trade; for ~7,855,111 shares at Rs. 307.75 | Block Deal | 307.75 | NEUTRAL | Large block in FMCG major |
| 30 | 2026-05-07 | 18:41:12 | TCS | Rs. 73.65 Cr NSE block trade; for ~306,545 shares | Block Deal | NEUTRAL | IT services block | |
| 31 | 2026-05-07 | 18:41:12 | Axtel Industries | Q4 Revenue 706M vs 376M (YoY), EBITDA 152M vs 45M, Margin 21.5% vs 12% | Results | BUY | Turnaround story, margin expansion | |
| 32 | 2026-05-07 | 18:41:25 | Axtel Industries | Q4 Net Profit 112M vs 47M (YoY) | Results | BUY | Profit more than doubled | |
| 33 | 2026-05-07 | 18:41:25 | ITC | Co to consider Q4 Results on May 21 | Update | NEUTRAL | Earnings date announced | |
| 34 | 2026-05-07 | 18:41:25 | Wonderla Holiday | Q4 Revenue 1.4B vs 968M (YoY) | Results | BUY | Revenue +45%, amusement parks | |
| 35 | 2026-05-07 | 18:41:25 | Ceigall India | Q4 EBITDA 2.24B vs 1.3B (YoY), Margin 16.12% vs 12.64% (YoY) | Results | BUY | Strong margin expansion, infra | |
| 36 | 2026-05-07 | 18:41:32 | Diffusion Engineers | Wins local contract worth about Rs 10.63 Cr for roller assemblies | Order | POSITIVE | Small order win | |
| 37 | 2026-05-07 | 18:41:32 | Bajaj Holdings | Q4 Cons Net Profit 25.8B vs 17B (YoY) | Results | BUY | Profit +52%, investment company | |
| 38 | 2026-05-07 | 18:42:04 | Ceigall India | Q4 Revenue 14B vs 10B (YoY) | Results | BUY | Revenue +40% | |
| 39 | 2026-05-07 | 18:42:04 | CCL Products | Cocoa futures rise up to 7.7% in New York | Macro | POSITIVE | Raw material price impact | |
| 40 | 2026-05-07 | 18:42:04 | Wonderla Holiday | Q4 Net Profit 164M vs 110M (YoY) | Results | BUY | Profit +49% | |
| 41 | 2026-05-07 | 18:42:26 | Escorts Kubota | Recommends final dividend of Rs 33 per share | Dividend | BUY | High dividend, tractor major | |
| 42 | 2026-05-07 | 18:42:33 | Ceigall India | Q4 Cons Net Profit 1.3B vs 744M (YoY) | Results | BUY | Profit +75% | |
| 43 | 2026-05-07 | 18:42:33 | Wonderla Holiday | Q4 EBITDA 402M vs 197M (YoY), Margin 29.6% vs 20.4% (YoY) | Results | BUY | Strong margin expansion | |
| 44 | 2026-05-07 | 18:42:44 | Coromandel International | Q4 Revenue 60B vs 50B (YoY) | Results | POSITIVE | Revenue +20%, fertiliser | |
| 45 | 2026-05-07 | 18:42:44 | Escorts Kubota | Q4 Revenue 30B vs 24B (YoY) | Results | BUY | Revenue +25%, tractor demand | |
| 46 | 2026-05-07 | 18:42:52 | Escorts Kubota | Q4 EBITDA 3.86B vs 2.92B (YoY), Margin 13.1% vs 12.02% (YoY) | Results | BUY | Margin expansion | |
| 47 | 2026-05-07 | 18:43:00 | Escorts Kubota | Q4 Net Profit 3.25B vs 2.5B (YoY) | Results | BUY | Profit +30% | |
| 48 | 2026-05-07 | 18:43:00 | Gateway Distriparks | Q4 Revenue 5.34B vs 5.35B (YoY) flat | Results | NEUTRAL | Revenue stable | |
| 49 | 2026-05-07 | 18:43:00 | Coromandel International | Q4 Cons Net Profit 1.8B vs 5.8B (YoY) - sharp decline | Results | CAUTION | Profit down 69% due to one-offs | |
| 50 | 2026-05-07 | 18:43:08 | Gateway Distriparks | Q4 EBITDA 1.18B vs 1.08B (YoY), Margin 22.06% vs 20.13% (YoY) | Results | POSITIVE | Margin expansion | |
| 51 | 2026-05-07 | 18:43:08 | Gateway Distriparks | Q4 Cons Net Profit 637M vs Loss 1.93B (YoY) - turnaround | Results | BUY | Turnaround from loss to profit | |
| 52 | 2026-05-07 | 18:43:18 | Nila Spaces | Q4 EBITDA 174M vs 101M (YoY), Margin 34.95% vs 25.45% (YoY) | Results | BUY | High margin real estate | |
| 53 | 2026-05-07 | 18:43:18 | Nila Spaces | Q4 Net Profit 92M vs 47M (YoY), Revenue 498M vs 398M (YoY) | Results | BUY | Profit doubled, smallcap | |
| 54 | 2026-05-07 | 18:43:26 | Home First Finance | FY27 AUM Growth Guidance at 25% | Guidance | BUY | Strong growth guidance, housing finance | |
| 55 | 2026-05-07 | 20:07:42 | Jyoti Resins & Adhesives | Q4 Net Profit 200M vs 197M (YoY), Revenue 929M | Results | NEUTRAL | Flat profit | |
| 56 | 2026-05-07 | 20:07:42 | Forbes Precision | Q4 Net Profit 110M vs 91M (YoY), Revenue 709M vs 659M | Results | POSITIVE | Steady growth | |
| 57 | 2026-05-07 | 20:07:42 | Prudent Corp | Q4 Net Profit 591M vs 517M (YoY), Revenue 3.6B vs 2.8B (YoY) | Results | BUY | Revenue +29%, profit +14% | |
| 58 | 2026-05-07 | 20:07:51 | Prudent Corp | Q4 EBITDA 930M vs 688M (YoY), Margin 25.79% vs 24.3% (YoY) | Results | BUY | Margin expansion | |
| 59 | 2026-05-07 | 20:07:51 | Innova Captab | Q4 Net Profit 381M vs 296M (YoY), Revenue 4.47B vs 3.15B (YoY) | Results | BUY | Revenue +42%, profit +29% | |
| 60 | 2026-05-07 | 20:07:51 | Nasdaq | Up 42.82 points (+0.17%) at 25,881.76 after market open | Macro | POSITIVE | US markets positive | |
| 61 | 2026-05-07 | 20:08:02 | Dow Jones | Up 181.75 points (+0.36%) at 50,092.34 after market open | Macro | POSITIVE | Dow above 50k | |
| 62 | 2026-05-07 | 20:08:21 | K.P. Energy | Q4 Net Profit 786M vs 458M (YoY), Revenue 6.3B vs 4B (YoY) | Results | BUY | Profit +72%, renewable energy | |
| 63 | 2026-05-07 | 20:10:11 | Prudent Corporate | Final dividend 3.5 rupees per share | Dividend | POSITIVE | Dividend yield ~0.5% | |
| 64 | 2026-05-07 | 20:10:11 | V-Mart Retail | Q4 EBITDA 1B vs 681M (YoY), Margin 10.95% vs 8.74% (YoY) | Results | BUY | Margin expansion, retail recovery | |
| 65 | 2026-05-07 | 20:10:11 | V-Mart Retail | Q4 Net Profit 112M vs 185M (YoY), Revenue 9.7B vs 7.8B (YoY) | Results | NEUTRAL | Profit decline despite revenue growth | |
| 66 | 2026-05-07 | 20:10:23 | FII/DII Flow | FII Sell 341 Cr, DII Buy 441 Cr | Flow | NEUTRAL | FII selling continues | |
| 67 | 2026-05-07 | 20:10:23 | Kirloskar Ferrous | Board approves raising up to ₹1,000 Cr via NCDs | Fundraise | POSITIVE | Debt raise for expansion | |
| 68 | 2026-05-07 | 20:10:23 | Savita Oil Technologies | Q4 Net Profit 503M vs 345M (YoY), Revenue 12.24B | Results | BUY | Profit +46%, specialty chemicals | |
| 69 | 2026-05-07 | 20:11:21 | Kirloskar Ferrous | Q4 Net Profit 1.3B vs 956M (YoY), Revenue 17.81B | Results | BUY | Profit +36%, castings | |
| 70 | 2026-05-07 | 20:11:42 | Thermax | Q4 Net Profit 2.44B vs 2.05B (YoY), Revenue 34.28B vs 30.8B (YoY) | Results | BUY | Capital goods, steady growth | |
| 71 | 2026-05-07 | 20:11:42 | Thermax | Q4 EBITDA 3.74B vs 2.99B (YoY), Margin 10.93% vs 9.69% (YoY) | Results | BUY | Margin expansion | |
| 72 | 2026-05-07 | 20:12:00 | Thermax | Final dividend of 14 rupees per share | Dividend | BUY | High dividend yield ~1% | |
| 73 | 2026-05-07 | 20:12:00 | CCL Products | Q4 EBITDA 1.9B vs 1.6B (YoY), Margin 15.67% vs 19.53% (YoY) | Results | HOLD | Margin contraction, coffee | |
| 74 | 2026-05-07 | 20:12:00 | CCL Products | Q4 Net Profit 1.15B vs 1B (YoY), Revenue 12.2B vs 8.4B (YoY) | Results | POSITIVE | Revenue +45%, profit +15% | |
| 75 | 2026-05-07 | 20:12:08 | Thyrocare Tech | Final dividend of 7 rupees per share. Q4 Net Profit 471M vs 217M (YoY), Revenue 2.23B vs 1.87B (YoY) | Results | BUY | Profit doubled, diagnostic lab | |
| 76 | 2026-05-07 | 20:12:08 | Thyrocare Tech | Q4 EBITDA 755M vs 577M (YoY), Margin 33.71% vs 30.83% (YoY) | Results | BUY | High margin business | |
| 77 | 2026-05-07 | 20:12:16 | Sonata Software | Q4 EBITDA 2.08B vs 1.7B (YoY), Margin 8.23% vs 6.6% (YoY) | Results | POSITIVE | Margin expansion | |
| 78 | 2026-05-07 | 20:12:24 | Gravita India | Q4 Net Profit 918M vs 951M (YoY), Revenue 11.72B vs 10.4B (YoY) | Results | HOLD | Flat profit, revenue growth | |
| 79 | 2026-05-07 | 20:12:32 | BSE | Q4 EBITDA 11.2B vs 5.5B (YoY), Margin 71.83% vs 65.5% (YoY) | Results | BUY | Exchange, strong profit growth | |
| 80 | 2026-05-07 | 20:21:58 | Suryoday Small Finance Bank | Q4 GNPA 6.55% vs 6.69% (QoQ), NNPA 4.21% vs 4.35% (QoQ) | Results | NEUTRAL | High NPAs but improving | |
| 81 | 2026-05-07 | 20:21:58 | Suryoday Small Finance Bank | Q4 Net Profit 497M vs Loss 338M (YoY), Revenue 6B | Results | BUY | Turnaround from loss to profit | |
| 82 | 2026-05-07 | 20:21:58 | Vijaya Diagnostic Centre | Q4 Net Profit 479M vs 346M (YoY), Revenue 2.2B vs 1.8B (YoY) | Results | BUY | Profit +38%, diagnostic chain | |
| 83 | 2026-05-07 | 20:22:05 | Gravita India | Q4 EBITDA 1.1B vs 930M (YoY), Margin 9.55% vs 8.97% (YoY) | Results | POSITIVE | Margin expansion, lead recycling | |
| 84 | 2026-05-07 | 20:22:05 | Vijaya Diagnostic | Q4 EBITDA 955M vs 689M (YoY), Margin 43.54% vs 39.75% (YoY) | Results | BUY | High margin diagnostic business |
6 may 7 May share news
| # | Date | Time | Company | News | Category | CMP | Action/View | Analysis/Notes |
|---|---|---|---|---|---|---|---|---|
| 1 | 2026-05-06 | 16:33:27 | Poonawalla Fincorp | Approves ₹1,000 Crore NCD Issuance with ₹500 Cr Base and ₹500 Cr Green Shoe Option | Fundraise | POSITIVE | Debt raise for business expansion, NBFC growth | |
| 2 | 2026-05-06 | 16:33:27 | NSE Index | Ends Up 1.24% Or +298.15 Points At 24,330.95 | Market | POSITIVE | Strong market close, broad-based buying | |
| 3 | 2026-05-06 | 16:33:27 | BMW INDUSTRIES | Q4 EBITDA 576M vs 336M (YoY), Margin 27.6% vs 21.48% (YoY) | Results | BUY | Strong margin expansion, profit growth | |
| 4 | 2026-05-06 | 16:33:41 | BMW INDUSTRIES | Q4 SL Net Profit 334M vs 176M (YoY), Q4 Revenue 2.1B vs 1.57B (YoY) | Results | BUY | Profit almost doubled, revenue growth strong | |
| 5 | 2026-05-06 | 16:34:07 | Radico Khaitan | Keeps eye on West Asia crisis, remains optimistic about profit growth by FY27 | Guidance | BUY | Positive outlook, premium alcobev player | |
| 6 | 2026-05-06 | 16:34:07 | FAIRCHEM ORGANICS | Q4 Revenue 1.17B vs 1.2B (YoY) - flat | Results | NEUTRAL | Revenue flat, awaiting margin improvement | |
| 7 | 2026-05-06 | 16:34:20 | Radico Khaitan | Exceeds ₹6,000 Cr Net Revenue and Surpasses ₹1,000 Cr EBITDA | Results | BUY | Milestone achievement, strong financial performance | |
| 8 | 2026-05-06 | 16:34:20 | FAIRCHEM ORGANICS | Q4 EBITDA 80M vs 44M (YoY), Margin 6.87% vs 3.66% (YoY), Net Profit 37M vs 6M (YoY) | Results | BUY | Margin expansion from low base, turnaround | |
| 9 | 2026-05-06 | 16:34:31 | Likhitha Infra | Secures ₹72.15 Cr Order from HPCL, Market Cap ₹900 Cr | Order | BUY | Order ~8% of mcap, oil & gas infra play | |
| 10 | 2026-05-06 | 16:34:40 | Polycab | EBITDA Margins stay in expected range of 12%-14% | Guidance | POSITIVE | Margin guidance maintained, wires & cables | |
| 11 | 2026-05-06 | 16:34:40 | Polycab | Reports 15% yearly drop in EPC business revenues due to project timing issues | Update | NEUTRAL | EPC slowdown temporary, core business strong | |
| 12 | 2026-05-06 | 16:34:40 | RADICO KHAITAN | Q4 Revenue 52B vs 44.85B (YoY) | Results | BUY | Revenue growth +16% YoY | |
| 13 | 2026-05-06 | 16:34:40 | POLYCAB INDIA | Q4 Revenue 88.6B vs 70B (YoY) | Results | BUY | Revenue growth +26% YoY, strong demand | |
| 14 | 2026-05-06 | 16:34:49 | RADICO KHAITAN | Q4 EBITDA 2.84B vs 1.78B (YoY), Margin 5.5% vs 3.96% (YoY) | Results | BUY | Margin expansion, operating leverage | |
| 15 | 2026-05-06 | 16:34:49 | POLYCAB INDIA | Q4 EBITDA 11.61B vs 10.2B (YoY), Margin 13.1% vs 14.7% (YoY) | Results | HOLD | Margin contraction, but profit growth | |
| 16 | 2026-05-06 | 16:34:57 | POLYCAB INDIA | Q4 CONS Net Profit 7.7B vs 7.3B (YoY) | Results | POSITIVE | Profit +5% YoY | |
| 17 | 2026-05-06 | 16:34:57 | RADICO KHAITAN | Q4 CONS Net Profit 1.8B vs 921M (YoY) | Results | BUY | Profit nearly doubled | |
| 18 | 2026-05-06 | 16:34:57 | CG POWER AND INDUSTRIAL SOLUTIONS | Q4 EBITDA 4.7B vs 3.48B (YoY), Margin 13.6% vs 12% (YoY) | Results | BUY | Margin expansion, power infra play | |
| 19 | 2026-05-06 | 16:35:07 | CG POWER | Q4 CONS Net Profit 3.7B vs 2.7B (YoY), Q4 Revenue 34.41B vs 27.53B (YoY) | Results | BUY | Profit +37% YoY, strong execution | |
| 20 | 2026-05-06 | 16:35:56 | PM Modi Announcement | India and Vietnam will connect their payment systems, cooperate on critical minerals | Policy | POSITIVE | Cross-border payments, strategic ties | |
| 21 | 2026-05-06 | 16:35:56 | RANE (MADRAS) | Q4 EBITDA 955M vs 788M (YoY), Margin 9.12% vs 8.74% (YoY) | Results | POSITIVE | Margin improvement, auto ancillary | |
| 22 | 2026-05-06 | 16:36:04 | RANE (MADRAS) | Q4 Revenue 10.5B vs 9B (YoY). Remains cautiously positive for FY27 | Results | HOLD | Steady growth, cautious outlook | |
| 23 | 2026-05-06 | 17:13:46 | BMW Industries | Plans to start first phase of Bokaro Steel Complex in Q1 FY27, partners with IOCL for PNG | Expansion | BUY | Capacity expansion, efficiency improvement | |
| 24 | 2026-05-06 | 17:13:46 | VIMTA LABS | Q4 EBITDA 393M vs 330M (YoY), Margin 36.04% vs 34.98% (YoY) | Results | BUY | High-margin lab business, steady growth | |
| 25 | 2026-05-06 | 17:14:11 | Allied Blenders and Distillers | Andhra Pradesh reinstates LoI for new IMFL bottling plant | Update | POSITIVE | Regulatory approval for expansion | |
| 26 | 2026-05-06 | 20:13:18 | Tanfac Industries | Confirms ₹495 Cr Investment for fluorinated product plant, start in Q3 FY27 | Expansion | BUY | Large capex, specialty chemicals growth | |
| 27 | 2026-05-06 | 20:16:58 | BAJAJ AUTO | Dividend of ₹150 per share | Dividend | BUY | High dividend yield ~1.5% | |
| 28 | 2026-05-06 | 20:16:58 | BAJAJ AUTO | Q4 Net Profit 27.46B vs 20.5B (YoY); Est 26.3B. Q4 Revenue 160B | Results | BUY | Profit beat, 2-wheeler demand strong | |
| 29 | 2026-05-06 | 20:16:58 | BAJAJ AUTO | Q4 EBITDA 33.23B vs 24.5B (YoY); Est 32.12B, Margin 20.76% vs 20.17% | Results | BUY | Margin expansion, export outlook strong | |
| 30 | 2026-05-06 | 20:17:17 | Servotech Renewable Power | Wins 1,415 KW solar rooftop project from South Central Railway | Order | BUY | Solar EPC order, renewable energy play | |
| 31 | 2026-05-06 | 20:17:17 | Omaxe | Subsidiary gets RERA registration for two projects in Uttar Pradesh | Update | POSITIVE | Real estate projects progress | |
| 32 | 2026-05-06 | 20:17:51 | HOME FIRST FINANCE | Q4 Net Profit 1.49B vs 1.05B (YoY), Revenue 5.01B vs 4.15B (YoY) | Results | BUY | Housing finance growth, asset quality | |
| 33 | 2026-05-06 | 20:17:51 | Sarla Performance Fiber | Board will review plan for buying back equity shares | Buyback | POSITIVE | Buyback plan, value unlock | |
| 34 | 2026-05-06 | 20:17:51 | Dabur India | To create new fully owned subsidiary in the USA | Expansion | BUY | US foray, international growth | |
| 35 | 2026-05-06 | 20:18:42 | BIRLASOFT | Q4 Net Profit 1.76B vs 1.2B (QoQ), Revenue 13.49B flat QoQ, Final Dividend ₹4 | Results | BUY | IT services, QoQ profit growth | |
| 36 | 2026-05-06 | 20:18:42 | CESC | Q4 EBITDA 7.43B vs 8.12B (YoY), Margin 18.14% vs 20.9% (YoY) | Results | HOLD | Margin compression, power utility | |
| 37 | 2026-05-06 | 20:19:03 | PB FINTECH | Q4 Net Profit 2.61B vs 1.71B (YoY), Revenue 20.61B vs 15.1B (YoY) | Results | BUY | Strong profit growth, insurance platform | |
| 38 | 2026-05-06 | 20:19:03 | KANSAI NEROLAC | Q4 EBITDA 2.15B vs 1.8B (YoY), Margin 11.48% vs 10.28% (YoY) | Results | POSITIVE | Margin expansion, paints sector recovery | |
| 39 | 2026-05-06 | 20:19:19 | GODREJ CONSUMER | Q4 Profit Before Tax 7.4B vs 6.7B (YoY), Dividend ₹5 per share | Results | BUY | FMCG steady, dividend yield | |
| 40 | 2026-05-06 | 20:19:19 | BLUE STAR | Q4 EBITDA 3.26B vs 2.8B (YoY), Margin 8.01% vs 6.94% (YoY) | Results | BUY | Margin expansion, air conditioner demand | |
| 41 | 2026-05-06 | 20:19:27 | BLUE STAR | Q4 Net Profit 2.27B vs 1.94B (YoY), Revenue 40.72B vs 40.19B, Final Dividend ₹8.50 | Results | BUY | Profit growth +17%, consumer durables | |
| 42 | 2026-05-06 | 20:19:27 | GODREJ CONSUMER | Q4 Net Profit 4.52B vs 4.1B (YoY), Revenue 39.70B | Results | BUY | FMCG profit growth | |
| 43 | 2026-05-06 | 23:16:20 | HEXAWARE TECH | Interim Dividend INR 8.50 per share. Q4 EBITDA 5.97B vs 5.28B (YoY), Margin 16.53% vs 16.45% | Results | BUY | IT services, dividend + margin expansion | |
| 44 | 2026-05-07 | 00:52:29 | ONE 97 COMMUNICATIONS | Q4 Net Profit 1.84B vs Loss 5.4B (YoY), Revenue 22.64B vs 19.12B (YoY) | Results | BUY | Paytm turns profitable, strong turnaround | |
| 45 | 2026-05-07 | 00:53:19 | FII/DII Flow | FII Sell Net ₹5835 Cr, DII Buy Net ₹6837 Cr | Flow | NEUTRAL | FII selling continues, DII absorbing | |
| 46 | 2026-05-07 | 08:53:25 | Bajaj Auto | Exports outlook strong, aiming to exceed 200,000-220,000 units monthly | Guidance | BUY | Export growth driver, 2-wheeler leader | |
| 47 | 2026-05-07 | 08:53:39 | Newgen Software Tech | Secures Contract valued at ₹14.5 Crores | Order | POSITIVE | Small order win, software services | |
| 48 | 2026-05-07 | 08:54:24 | US Indices | Dow +643 (+1.31%) at 49,941, S&P +108 (+1.49%) at 7,367, Nasdaq +520 (+2.05%) at 25,846 | Macro | POSITIVE | US markets rally, global sentiment supportive | |
| 49 | 2026-05-07 | 10:10:19 | India Rupee | Starts at 94.73 against Dollar from 94.61 previous close | Macro | NEUTRAL | Rupee stable, slight depreciation | |
| 50 | 2026-05-07 | 10:10:26 | Adani Ports | Plans to invest up to ₹13,000 Cr to expand fleet from 136 to about 200 vessels by 2031 | Expansion | BUY | Large capex, port operator growth | |
| 51 | 2026-05-07 | 10:56:27 | KEI Industries | Income Tax raids at six locations including Delhi | News | CAUTION | Tax raid, short-term overhang | |
| 52 | 2026-05-07 | 12:10:08 | NBC | Secures work orders valued at ₹103.47 Cr from Power Finance Corporation for CSR projects | Order | POSITIVE | Order win, social infra projects | |
| 53 | 2026-05-07 | 12:10:08 | L&T | Wins large contract valued between ₹25B to ₹50B | Order | BUY | Mega order win, execution strength | |
| 54 | 2026-05-07 | 12:11:17 | Awfis Space | Grows presence in Chennai with new 114,000 sq. ft. premium workspace | Expansion | POSITIVE | Co-working space expansion | |
| 55 | 2026-05-07 | 12:11:17 | HDFC LIFE INSURANCE | Rs. 142.52 Cr NSE Block Trade; for ~2,328,313 shares at Rs. 612.10 | Block Deal | 612.10 | NEUTRAL | Large block trade in insurance major |
| 56 | 2026-05-07 | 18:26:19 | Phoenix Mills | Stake in Mirabel Entertainment reduced from 50% to 35.49% after issuing equity shares | Update | NEUTRAL | Stake dilution, non-core business | |
| 57 | 2026-05-07 | 18:32:14 | KENNAMETAL INDIA | Dividend of ₹40 per share. Q4 Net Profit 514M vs 244M (YoY), Revenue 4.03B vs 2.9B (YoY) | Results | BUY | High dividend, profit doubled | |
| 58 | 2026-05-07 | 18:32:49 | DABUR INDIA | Q4 EBITDA 4.62B vs 4.26B (YoY), Margin 15.21% vs 15.08% (YoY). Reports 6% volume growth | Results | BUY | Volume growth +6%, FMCG resilient | |
| 59 | 2026-05-07 | 18:33:13 | Cochin Shipyard | Subsidiary receives order from Ocean Sparkle (Adani Group) to build four ASD tugs, valued ₹100-250 Cr | Order | BUY | Shipbuilding order, defence PSU | |
| 60 | 2026-05-07 | 18:33:13 | DABUR INDIA | Q4 Net Profit 3.69B vs 3.2B (YoY), Revenue 30.38B vs 28.3B (YoY) | Results | BUY | Profit +15% YoY, FMCG steady growth |
Share news 5 May to 6 May 2026
| # | Date | Time | Company | News | Category | CMP | Action/View | Analysis/Notes |
|---|---|---|---|---|---|---|---|---|
| 1 | 2026-05-05 | 19:37:59 | LARSEN & TOUBRO | Q4 CONS NET PROFIT 53.26B VS 54.97B (YOY); EST 57.98B. Q4 REVENUE 827.62B. | Results | HOLD | Profit miss vs estimates. Revenue growth but margin pressure. | |
| 2 | 2026-05-05 | 19:39:32 | RAYMOND REALTY | Q4 CONS NET PROFIT 1.61B VS 24M (YOY). Q4 REVENUE 11.57B VS 1.17B (YOY). | Results | BUY | Strong turnaround, profit surged from marginal base. Realty momentum. | |
| 3 | 2026-05-05 | 19:53:53 | FII/DII FLOW | FII Sells Net ₹3622 Cr. DII Purchases Net ₹2603 Cr. | Flow | NEUTRAL | FII selling continues, DII absorbing. Market under pressure. | |
| 4 | 2026-05-05 | 21:03:06 | HERO MOTOCORP | Q4 EBITDA 18.56B VS 14.15B (YOY); EST 18B. MARGIN 14.50% VS 14.24%. FINAL DIVIDEND ₹75. Q4 NET PROFIT 14.01B VS 10.8B (YOY); EST 14B. REVENUE 127.97B. | Results | BUY | Dividend ₹75/share, profit in line, EBITDA beat. 2-wheeler demand strong. | |
| 5 | 2026-05-05 | 21:04:40 | US ECONOMIC DATA | US NEW HOME SALES (MAR) ACTUAL: 682K VS 587K PREV; EST 652K. US ISM NON-MANUFACTURING PMI (APR) ACTUAL: 53.6 VS 54.0 PREV; EST 53.7. | Macro | NEUTRAL | Housing data beat, services PMI slightly below expectations. | |
| 6 | 2026-05-05 | 21:04:52 | US INDICES | NASDAQ UP 199.55 (+0.80%) AT 25,267.35. DOW JONES UP 233.06 (+0.48%) AT 49,174.96. S&P 500 UP 44.65 (+0.62%) AT 7,245.40. | Macro | POSITIVE | US markets positive after data. Global sentiment supportive. | |
| 7 | 2026-05-06 | 11:17:29 | L&T | Secures Mega Contract Worth ₹100B To ₹150B. | Order | BUY | Large order win, execution strength. Infrastructure tailwind. | |
| 8 | 2026-05-06 | 11:17:29 | COFORGE | Rs. 44.32 Cr NSE Block Trade; for ~351,758 Shares, at Rs. 1260.00. | Block Deal | 1260.00 | NEUTRAL | Institutional block trade at current levels. |
| 9 | 2026-05-06 | 11:18:28 | UNITED SPIRITS | Goldman Sachs maintains Buy with Target Price ₹1,480. | Brokerage | BUY | GS positive on alcobev demand, premiumisation trend. | |
| 10 | 2026-05-06 | 11:18:28 | MAHINDRA & MAHINDRA | Rs. 23.72 Cr NSE Block Trade; for ~72,240 Shares, at Rs. 3283.00. | Block Deal | 3283.00 | NEUTRAL | Block trade at higher levels, institutional interest. |
| 11 | 2026-05-06 | 11:18:28 | PNB | CLSA maintains Outperform with Target Price ₹135. 16% PAT beat driven by lower opex. | Brokerage | BUY | PSU bank recovery, cost control improving profitability. | |
| 12 | 2026-05-06 | 11:18:48 | BHARAT FORGE | Morgan Stanley maintains Overweight with Target Price ₹1,978. | Brokerage | BUY | Auto ancillaries strong, defence diversification positive. | |
| 13 | 2026-05-06 | 11:18:48 | L&T | Goldman Sachs maintains Buy with Target Price ₹4,370. CLSA maintains Outperform with Target Price ₹4,842. Strong 4Q order inflows. | Brokerage | BUY | Multiple broker upgrades, order book visibility strong. | |
| 14 | 2026-05-06 | 11:19:06 | COFORGE | Jefferies maintains Buy with Target Price ₹1,860. Q4 beat led by stronger margins. | Brokerage | BUY | Margin expansion story, IT services demand resilient. | |
| 15 | 2026-05-06 | 11:19:25 | L&T | HSBC maintains Hold with Target Price ₹3,800 (cut). Strong 4Q order inflows but margin concerns. | Brokerage | HOLD | Mixed view: order wins good but margin miss. | |
| 16 | 2026-05-06 | 11:19:45 | L&T | Nomura downgrades to Neutral with Target Price ₹3,940. Subdued 4QFY26 operating performance. | Brokerage | HOLD | Downgrade on operational weakness. | |
| 17 | 2026-05-06 | 11:20:13 | HERO MOTOCORP | Jefferies maintains Underperform with Target Price ₹5,000. Goldman Sachs maintains Sell with Target Price ₹4,300. | Brokerage | SELL | Brokers cautious on 2-wheeler demand and EV transition. | |
| 18 | 2026-05-06 | 11:21:18 | AFCOM HOLDINGS | Successfully Raises ₹199.85 Cr Via QIP. Funds to support fleet expansion. | Fundraise | POSITIVE | QIP success, growth capital for expansion. | |
| 19 | 2026-05-06 | 11:21:26 | AJANTA PHARMA | Management Forecasts Revenue Growth 16-18% for FY27. Aims to keep EBITDA Margin at 27%. | Guidance | BUY | Strong double-digit growth guidance, pharma resilient. | |
| 20 | 2026-05-06 | 11:21:38 | SPML | Wins Order Worth Rs 1130 Cr. Market Cap 1900 Cr. | Order | BUY | Large order relative to mcap, huge revenue visibility. | |
| 21 | 2026-05-06 | 11:22:13 | AJANTA PHARMA | Jefferies maintains Buy with Target Price ₹3,550. Q4 all-round beat. | Brokerage | BUY | Pharma growth story, multiple broker upgrades. | |
| 22 | 2026-05-06 | 11:22:58 | MARICO | Elara Capital maintains Accumulate with Target Price ₹922. Strong domestic volume growth. | Brokerage | BUY | FMCG volume recovery, rural demand improvement. | |
| 23 | 2026-05-06 | 11:23:37 | INDIA RUPEE | India Rupee Starts Trading At 95.03 Against Dollar From 95.28 Previous Close. | Macro | NEUTRAL | Rupee stable, slight appreciation. | |
| 24 | 2026-05-06 | 11:24:05 | NMDC | Sets New Iron Ore Prices; Baila Lump Pricing Increases To ₹5,500 Per Ton. | Update | POSITIVE | Price hike positive for realisations. | |
| 25 | 2026-05-06 | 11:25:31 | CAMS | Expects EBITDA Margin To Stay Steady At 46.5%. Targets 40,000 To 50,000 Indian Companies. | Guidance | BUY | High margin business, strong moat. | |
| 26 | 2026-05-06 | 11:27:23 | PNB | Morgan Stanley maintains Underweight with Target Price ₹88. Core revenues missed, PAT boosted by one-offs. | Brokerage | SELL | Core earnings weak, one-off driven beat. | |
| 27 | 2026-05-06 | 11:27:36 | COFORGE | Guidance: FY27 EBITDA margins 20.5% to 21%. Free cash flow to PAT expected at 100%+. | Guidance | BUY | Strong margin and cash flow guidance. | |
| 28 | 2026-05-06 | 14:41:05 | ADITYA BIRLA REAL ESTATE | Q4 EBITDA LOSS 1.6B VS LOSS 260M (YOY). | Results | CAUTION | Losses widening, real estate business under pressure. | |
| 29 | 2026-05-06 | 14:41:30 | FIRSTSOURCE SOLUTIONS | Q4 EBIT 3.14B VS 2.9B (QOQ). MARGIN 12.03% VS 11.81% (QOQ). | Results | POSITIVE | Margin expansion, BPM sector recovery. | |
| 30 | 2026-05-06 | 14:41:30 | CEAT | Rs. 25.43 Cr NSE Block Trade; for ~76,725 Shares, at Rs. 3314.00. | Block Deal | 3314.00 | NEUTRAL | Block trade at higher levels. |
| 31 | 2026-05-06 | 14:43:12 | GARWARE HI TECH | Q4 SL NET PROFIT 1B VS 736M (YOY). Approves new lamination line project in Waluj, ₹191 Cr. | Results | BUY | Capacity expansion, profit growth strong. | |
| 32 | 2026-05-06 | 14:43:48 | GARWARE HI TECH | Q4 EBITDA 1.23B VS 994M (YOY). MARGIN 23.23% VS 19.3% (YOY). Expects Revenue Growth 15-20% for FY27, EBITDA Margin 22-25%. | Guidance | BUY | Margin expansion guidance, technical textiles. | |
| 33 | 2026-05-06 | 14:44:23 | KPIT TECH | Anticipates better revenue growth in FY27. EBITDA Expected Between 20.5% and 21.2%. Approves stake purchase in Cymotive Technologies for $60-120M. | Guidance | BUY | Auto software leader, acquisition-led growth. | |
| 34 | 2026-05-06 | 14:44:44 | KPIT TECH | Q4 EBIT 2.4B VS 2.34B (QOQ). MARGIN 14.04% VS 14.48% (QOQ). Q4 REVENUE 17.1B VS 16.17B. Q4 NET PROFIT 1.63B VS 1.3B (QOQ). | Results | BUY | QoQ growth steady, Q4 in line. | |
| 35 | 2026-05-06 | 14:45:11 | ARVIND FASHIONS | Expects steady double-digit revenue growth, plans to boost retail presence. | Guidance | BUY | Branded apparel demand strong. | |
| 36 | 2026-05-06 | 14:47:52 | ARVIND FASHIONS | Q4 REVENUE 13.64B VS 11.9B (YOY). FINAL DIVIDEND ₹1.60. Q4 NET PROFIT 470M VS LOSS 931M (YOY). Q4 EBITDA MARGIN 13.9% VS 13.4%. | Results | BUY | Turnaround from loss, margin expansion. | |
| 37 | 2026-05-06 | 14:48:07 | KPI GREEN ENERGY | Plans to grow via BESS, Energy Trading, Green Hydrogen, Floating Solar. Q4 NET PROFIT 1.45B VS 1.04B (YOY). | Results | BUY | Renewable energy growth, multiple new segments. | |
| 38 | 2026-05-06 | 14:48:18 | B.L. KASHYAP | Wins Order Worth 180 Cr. Company Market Cap 1300 Cr. | Order | BUY | Order win ~14% of mcap, construction recovery. | |
| 39 | 2026-05-06 | 14:48:26 | KPIT GREEN ENERGY | Q4 EBITDA 2.91B VS 1.6B (YOY). MARGIN 36.55% VS 28.3% (YOY). | Results | BUY | Massive margin expansion, operating leverage. | |
| 40 | 2026-05-06 | 14:48:58 | KOTAK MAHINDRA BANK | Rs. 41.49 Cr NSE Block Trade; for ~1,111,516 Shares, at Rs. 373.30. | Block Deal | 373.30 | NEUTRAL | Large block trade in private bank. |
| 41 | 2026-05-06 | 14:49:06 | SHOPPERS STOP | Plans to eliminate debt by FY27 end. CEO aims to cut EBITDA losses by half by FY27, break-even by FY28. | Guidance | HOLD | Turnaround strategy, but losses still high. | |
| 42 | 2026-05-06 | 14:49:29 | POLYCAB INDIA | Rs. 79.15 Cr NSE Block Trade; for ~93,810 Shares, at Rs. 8437.00. | Block Deal | 8437.00 | NEUTRAL | High value block trade, institutional interest. |
| 43 | 2026-05-06 | 14:49:49 | MARICO | Rs. 46.29 Cr NSE Block Trade; for ~561,094 Shares, at Rs. 825.00. | Block Deal | 825.00 | NEUTRAL | FMCG block trade at moderate levels. |
| 44 | 2026-05-06 | 14:50:01 | SOUTH INDIAN BANK | Q4 REVENUE 25.6B VS 23.7B (YOY). | Results | POSITIVE | Revenue growth steady, regional bank. |
Share important news 29 april to 5 May 2026
| # | Date | Time | Company | News | Category | CMP | Action | Analysis |
|---|---|---|---|---|---|---|---|---|
| 1 | 2026-04-29 | 18:17:59 | INDIAN BANK | Q4 deposit growth 12.29% vs guidance 10-12% · NIM 3.35% vs guidance 3.15-3.30% · fresh slippages 13.5B vs 10B (QoQ) | Results | HOLD | Deposit beat, slippages rise. Asset quality stable but provisions watch. | |
| 2 | 2026-04-29 | 18:22:59 | CAPITAL SMALL FINANCE BANK | Dividend ₹5 per share · Q4 Net Profit 401M, Revenue 2.7B vs 2.3B · GNPA 2.54% vs 2.68% (QoQ) | Dividend | POSITIVE | Small finance bank, dividend yield ~0.9%, asset quality narrowing. | |
| 3 | 2026-04-29 | 18:22:59 | VEDANTA | Q4 EBITDA 76B vs 52.46B (YoY) · Margin 30.72% vs 31.44% | Results | POSITIVE | Strong EBITDA growth, margin slight compression; commodities tailwind. | |
| 4 | 2026-04-29 | 19:21:29 | ADANI POWER | Q4 Other income 18B vs 3B · Net Profit 40B vs 26B (Est 30B) · Revenue flat 142B | Results | BUY | Profit beat on other income, expansion plans in thermal/hydro. | |
| 5 | 2026-04-29 | 21:57:14 | BAJAJ FINANCE | 22% AUM growth matching FY26 guidance · Projects 22-24% growth for FY27 | Guidance | BUY | Strong AUM momentum, market leader in consumer finance. | |
| 6 | 2026-04-30 | 00:40:42 | RPG LIFE SCIENCES | Dividend ₹24 per share · Q4 Net Profit 299M vs 1.2B (YoY) · Revenue 1.76B vs 1.43B | Dividend | CAUTION | Profit decline but high dividend, watch base effect. | |
| 7 | 2026-04-30 | 01:00:40 | WAAREE ENERGIES | Q4 EBITDA 15.76B vs 9.23B · Revenue doubled 84.8B vs 40B · Margin 18.58% vs 23.04% | Results | BUY | Solar energy leader, revenue spike, margin compression monitor. | |
| 8 | 2026-04-30 | 01:00:53 | KFIN TECH | Final dividend ₹12 per share · Q4 Net Profit 811M vs 920M (QoQ) · EBIT margin 36.57% vs 40.9% | Dividend | HOLD | Dividend solid but margin contraction, fintech platform. | |
| 9 | 2026-04-30 | 08:04:47 | MPHASIS | Final dividend ₹62 per share · Q4 Net Profit 5.1B vs 4.4B (QoQ) · Revenue 42B vs 40B | Dividend | BUY | IT services, strong dividend yield ~2.8%, QoQ growth. | |
| 10 | 2026-04-30 | 13:13:02 | SHAKTI PUMPS | Wins order ₹155 Cr (25% of quarterly revenue) · Order inflow booster | Order / Contract | BUY | Large order adds revenue visibility, water infra. | |
| 11 | 2026-04-30 | 14:27:53 | ACUTAAS CHEMICALS | Final dividend ₹2.5/share · Q4 Net Profit 1.37B vs 628M · EBITDA margin 42.96% vs 27.6% | Dividend | BUY | Specialty chemical, margin expansion stellar. | |
| 12 | 2026-05-04 | 14:54:26 | EXIDE INDUSTRIES | Q4 Revenue 45.51B vs 41.6B · Net Profit 3.1B vs 2.55B (Est 3B) · EBITDA margin 11.65% vs 11.23% | Results | POSITIVE | Battery sector, profit in line, margin uptick. | |
| 13 | 2026-05-04 | 17:33:02 | WOCKHARDT | Q4 EBITDA 2.25B vs 640M · Margin 23.3% vs 8.6% · Net Profit 1.66B vs loss 250M | Results | BUY | Pharma turnaround, strong operating leverage. | |
| 14 | 2026-05-04 | 17:33:43 | AMBUJA CEMENTS | Highest ever sales volume 19.9 MT (+10% YoY) · Revenue 69.72B vs 56.7B | Results | BUY | Volume growth strong, cement demand revival. | |
| 15 | 2026-05-04 | 18:11:06 | JINDAL STAINLESS | Q4 EBITDA 14.54B vs 10.6B · Net Profit 8.43B vs 5.9B · Margin 12.83% vs 10.4% | Results | BUY | Metal beat, margin expansion, volume guidance 8-9%. | |
| 16 | 2026-05-04 | 19:41:31 | SOBHA | Q4 EBITDA 1.5B vs 940.6M · Net Profit 918M vs 408.6M · Revenue 19.88B vs 12.4B | Results | BUY | Real estate beat, strong revenue growth 60% YoY. | |
| 17 | 2026-05-04 | 20:26:07 | AARTI INDUSTRIES | Q4 EBITDA 3.43B vs 2.7B · Margin 15.56% vs 13.75% | Results | POSITIVE | Chemical recovery, margins improving. | |
| 18 | 2026-05-05 | 13:50:55 | MAHINDRA & MAHINDRA | Q4 Revenue 395B vs 314B (Est 378.2B) · Net Profit 37.4B vs 24.4B (Est 35.24B) · Dividend ₹33/share | Results | BUY | Auto major, profit beat, dividend yield ~1.08%. | |
| 19 | 2026-05-05 | 15:07:13 | MARICO | Q4 Volume growth 9% vs est 7% · Net Profit 3.9B vs 3.4B (in line) · Revenue 33.3B vs 27.3B | Results | BUY | FMCG volume beat, international growth mid-teen guidance. | |
| 20 | 2026-05-05 | 16:48:51 | EMCURE PHARMA | Q4 EBITDA 4.85B vs 3.9B · Margin 19.7% vs 18.4% · Net Profit 2.4B vs 1.9B | Results | POSITIVE | Complex injectables focus, margin expansion. | |
| 21 | 2026-05-05 | 16:50:11 | TATA POWER | JV secures $515 million World Bank financing for 1,125 MW Dorjilung hydro project | Strategic | BUY | Hydro green energy, long-term revenue visibility. | |
| 22 | 2026-05-05 | 17:56:19 | COFORGE | Q4 PBT 6.78B vs 5.32B · FY26 growth 29.2% · CEO guides FY27 EBITDA >20.5% | Guidance | BUY | IT services strong deal wins, margin guidance upbeat. | |
| 23 | 2026-05-05 | 19:36:54 | DALMIA BHARAT SUGAR | Q4 EBITDA 1.71B vs 1.95B · Net Profit 1.05B vs 2.1B (YoY decline) | Results | CAUTION | Sugar sector pressure, profit halved. | |
| 24 | 2026-05-05 | 19:37:36 | LARSEN & TOUBRO | Final dividend ₹38/share · Q4 EBITDA 86.1B vs 82B (Est 93B) · Margin 10.4% vs 11.03% | Dividend | HOLD | Infra major, dividend good but margin miss. |
| # | 📅 Date / Time (stacked) |
📄 Cleaned Text | 🏷️ Category | ⚡ Action | ✍️ Your Analysis |
|---|---|---|---|---|---|
| 🏢 BANDHAN BANK (6 items) | |||||
| 1 | BANDHAN BANK: Q4 Net Profit 5.34B VS 3.18B, Revenue 54.28B VS 54.33B. NSE Index Ends Down 0.40% at 23,995.70. | 📊 Results | POSITIVE |
✍️ 🏦 Mixed broker calls (Buy to Underperform). PAT up 68% YoY, asset quality improving.
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| 2 | AWL AGRI BUSINESS: Q4 EBITDA 5.23B VS 4.5B, Margin 2.44% VS 2.46%. GREENPLY INDUSTRIES: Q4 Net Profit 310M VS 166M. BANDHAN BANK: GNPA 3.27% VS 3.33%, NNPA 0.97% VS 0.99%. | 📊 Results | POSITIVE |
✍️ 🏦 Mixed broker calls (Buy to Underperform). PAT up 68% YoY, asset quality improving.
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| 3 | Bandhan Bank: UBS Neutral TP₹200, Jefferies Buy TP₹215. | 📌 Corporate News | HOLD |
✍️ 🏦 Mixed broker calls (Buy to Underperform). PAT up 68% YoY, asset quality improving.
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| 4 | Bandhan Bank: Macquarie Underperform TP₹130. Dr. Reddy's: Delhi HC trademark warning. | 📌 Corporate News | NoAction |
✍️ 🏦 Mixed broker calls (Buy to Underperform). PAT up 68% YoY, asset quality improving.
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| 5 | Bandhan Bank: JPMorgan Neutral TP₹157. NIM guidance +10-20bps. | 📌 Corporate News | HOLD |
✍️ 🏦 Mixed broker calls (Buy to Underperform). PAT up 68% YoY, asset quality improving.
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| 6 | Bandhan Bank: Credit cost guidance 1.6-1.7% by FY27 exit. | 📌 Corporate News | NoAction |
✍️ 🏦 Mixed broker calls (Buy to Underperform). PAT up 68% YoY, asset quality improving.
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| 🏢 BANSAL WIRE (2 items) | |||||
| 7 | BANSAL WIRE: Q4 EBITDA 764M vs 719M, Margin 6.7% vs 7.76%. | 📊 Results | NoAction |
✍️ 📌 Monitor quarterly trend / management commentary.
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| 8 | BANSAL WIRE: Q4 Revenue 11.4B vs 9.4B, Net Profit 401M vs 331M. | 📊 Results | POSITIVE |
✍️ 📌 Monitor quarterly trend / management commentary.
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| 🏢 BLUE CLOUD SOFTECH (1 items) | |||||
| 9 | Blue Cloud Softech: Partners with GCIB Africa for digital projects in Senegal. | 📌 Corporate News | NoAction |
✍️ 📌 Monitor quarterly trend / management commentary.
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| 🏢 DALMIA BHARAT (6 items) | |||||
| 10 | DALMIA BHARAT: Q4 Revenue 42.5B VS 41B. SAPPHIRE FOODS: Q4 Revenue 7.9B VS 7B. Finmin Readies 2.5 Lakh Cr Credit Guarantee Scheme for MSMEs and Airlines. | 📊 Results | NoAction |
✍️ 🏗️ EBITDA beat, volume growth miss (3% vs 7-8%). Cement sector mixed.
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| 11 | DALMIA BHARAT: Q4 EBITDA 8.8B VS 7.9B; Est 8.5B, Margin 20.7% VS 19.4%. SAPPHIRE FOODS: Q4 EBITDA 1.24B VS 1.1B, Margin 15.7% VS 14.9%. | 📊 Results | NoAction |
✍️ 🏗️ EBITDA beat, volume growth miss (3% vs 7-8%). Cement sector mixed.
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| 12 | DALMIA BHARAT: Q4 Net Profit 3.8B VS 2.1B; Est 3.4B. Leela Palaces: Net Debt cut from ₹25,677M to ₹12,707M, Debt/EBITDA improving. | 📊 Results | POSITIVE |
✍️ 🏗️ EBITDA beat, volume growth miss (3% vs 7-8%). Cement sector mixed.
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| 13 | DHANLAXMI BANK: Q4 Interest Earned 4.43B VS 3.5B. DALMIA BHARAT: Q4 Net Profit 3.8B VS 2.1B. | 📊 Results | POSITIVE |
✍️ 🏗️ EBITDA beat, volume growth miss (3% vs 7-8%). Cement sector mixed.
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| 14 | DALMIA BHARAT: Q4 Net Profit 3.9B VS 4.4B. DALMIA BHARAT: Q4 EBITDA 9B VS 7.9B, Margin 21.25% VS 19.4%. DHANLAXMI BANK: Interest Earned 4.43B VS 3.5B. | 📊 Results | POSITIVE |
✍️ 🏗️ EBITDA beat, volume growth miss (3% vs 7-8%). Cement sector mixed.
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| 15 | DHANLAXMI BANK: Q4 Net Profit 435M VS 290M. DHANLAXMI BANK: GNPA 1.89% VS 2.36% (QoQ), NNPA 0.51% VS 1.11% (QoQ). DALMIA BHARAT: Q4 Net Profit 3.9B VS 4.4B. | 📊 Results | POSITIVE |
✍️ 🏗️ EBITDA beat, volume growth miss (3% vs 7-8%). Cement sector mixed.
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| 🏢 ETERNAL (5 items) | |||||
| 16 | ETERNAL: Q4 Net Profit 1.7B VS 1.02B (QoQ); Est 1.91B. Q4 EBITDA 4.86B VS 3.68B; Margin 2.81% VS 2.26%. Quick commerce sales 132B VS 123B. | 📊 Results | POSITIVE |
✍️ 🛵 Mixed broker views. Q4 quick commerce sales up 7% QoQ, margin guidance 5-6% by FY29.
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| 17 | Eternal: Macquarie Underperform TP₹200, InCred Add TP₹383. | 🏦 Brokerage Call | NoAction |
✍️ 🛵 Mixed broker views. Q4 quick commerce sales up 7% QoQ, margin guidance 5-6% by FY29.
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| 18 | Eternal: Citigroup Buy TP₹360. Volatility alert: IDEA & BANDHANBNK. | ⚠️ Volatility Alert | NoAction |
✍️ 🛵 Mixed broker views. Q4 quick commerce sales up 7% QoQ, margin guidance 5-6% by FY29.
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| 19 | Eternal: DAM Capital Buy TP₹330. Positional call: CONCORD BIOTECH book profit. | 📌 Corporate News | NoAction |
✍️ 🛵 Mixed broker views. Q4 quick commerce sales up 7% QoQ, margin guidance 5-6% by FY29.
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| 20 | Bandhan Bank: CLSA Outperform TP₹220. Eternal: DAM Capital Buy. | 🏦 Brokerage Call | BUY |
✍️ 🛵 Mixed broker views. Q4 quick commerce sales up 7% QoQ, margin guidance 5-6% by FY29.
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| 🏢 FEDERAL BANK (3 items) | |||||
| 21 | FEDERAL BANK: Q4 NPA Provisions 7.4B vs 3.3B (QoQ). INDIAN BANK: To raise equity capital up to 50B via QIP. | 📊 Results | NoAction |
✍️ 🏦 GNPA improves to 1.62%, provisions spike – asset quality stable.
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| 22 | FEDERAL BANK: GNPA 1.62% vs 1.72% (QoQ), NNPA 0.20% vs 0.42%. | 📊 Results | NoAction |
✍️ 🏦 GNPA improves to 1.62%, provisions spike – asset quality stable.
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| 23 | FEDERAL BANK: Q4 Net Profit 12.6B vs 10.3B, Revenue 74B vs 66.48B. UAE Fujairah oil stocks at 6M barrels low. | 📊 Results | POSITIVE |
✍️ 🏦 GNPA improves to 1.62%, provisions spike – asset quality stable.
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| 🏢 FIVE-STAR BUSINESS FINANCE (1 items) | |||||
| 24 | FIVE-STAR BUSINESS FINANCE: Dividend ₹2. FII Sell ₹2,103.74 Cr, DII Buy ₹1,712 Cr. RAJOO ENGINEERS: Q4 Net Profit 8M VS 138M, Revenue 467M VS 899M. | 📊 Results | SELL |
✍️ 📌 Monitor quarterly trend / management commentary.
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| 🏢 GO DIGIT (1 items) | |||||
| 25 | GO DIGIT: Q4 Net Profit 1.7B VS 1.16B. BHEL: Tech transfer with NSTL-DRDO. Solara Active: USFDA EIR. | 📊 Results | POSITIVE |
✍️ 📌 Monitor quarterly trend / management commentary.
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| 🏢 GRANULES INDIA (2 items) | |||||
| 26 | GRANULES INDIA: Q4 Revenue 14.7B vs 12B. SUN PHARMA: ₹195.59 Cr block trade. | 📊 Results | NoAction |
✍️ 💊 Q4 profit +31%, margin expansion – pharma API tailwind.
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| 27 | GRANULES INDIA: Q4 EBITDA 3.5B vs 2.52B, Margin 23.94% vs 21.07%. | 📊 Results | NoAction |
✍️ 💊 Q4 profit +31%, margin expansion – pharma API tailwind.
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| 🏢 INDIAN BANK (3 items) | |||||
| 28 | INDIAN BANK: NPA Provisions 7.5B vs 3B (QoQ), Interest Earned 175B vs 158B. | 📌 Corporate News | NoAction |
✍️ 🏦 Dividend ₹18.25, GNPA down, profit slightly below est. Capital raise via QIP.
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| 29 | Sterlite Tech: Order Book Q1 ₹14.9B, Q2 & beyond ₹58.4B. INDIAN BANK: Q4 Net Profit 31B vs 29.56B; Est 32B. | 📊 Results | POSITIVE |
✍️ 🏦 Dividend ₹18.25, GNPA down, profit slightly below est. Capital raise via QIP.
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| 30 | INDIAN BANK: Dividend ₹18.25, GNPA 1.98% vs 2.23% (QoQ), NNPA 0.15% steady. | 📊 Results | POSITIVE |
✍️ 🏦 Dividend ₹18.25, GNPA down, profit slightly below est. Capital raise via QIP.
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| 🏢 INDIAN OVERSEAS BANK (1 items) | |||||
| 31 | INDIAN OVERSEAS BANK: Q4 Net Profit 15.1B vs 10.5B. GRANULES: Q4 Net Profit 2B vs 1.52B. | 📊 Results | POSITIVE |
✍️ 📌 Monitor quarterly trend / management commentary.
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| 🏢 LT FOODS (1 items) | |||||
| 32 | MAHINDRA LIFESPACE DEVELOPERS: Q4 Net Profit 901M VS 851M. LT Foods: Introduces Daawat Factory at KidZania. Infineon India Expansion. | 📊 Results | POSITIVE |
✍️ 💻 German chipmaker expands India via OSAT – semiconductor ecosystem boost.
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| 🏢 MARUTI SUZUKI (4 items) | |||||
| 33 | MARUTI SUZUKI: Q4 Net Profit 36B VS 37B; Est 41.5B. MARUTI SUZUKI: Dividend 140 Rupees Per Share. | 📊 Results | POSITIVE |
✍️ 🚗 Dividend ₹140, profit miss (36B vs 41B est) – margin recovery but volume soft.
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| 34 | MARUTI SUZUKI: Q4 EBITDA 61.5B VS 42.65B; Est 61.4B, Margin 11.74% VS 10.5%. German Chipmaker Infineon Accelerates India Expansion via OSAT, Foundry Tie-ups. DALMIA BHARAT: Volume Growth 3% VS Guidance 7-8%. | 📊 Results | NoAction |
✍️ 🏗️ EBITDA beat, volume growth miss (3% vs 7-8%). Cement sector mixed.
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| 35 | Maruti Suzuki: Iran war little effect. New lines to boost capacity by 250,000 cars. AWL AGRI: Q4 Net Profit 2.92B VS 1.9B. | 📊 Results | POSITIVE |
✍️ 📌 Monitor quarterly trend / management commentary.
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| 36 | Seamec: Signs ONGC contract for MSV Samudra Sevak. Maruti Suzuki: Trade deal with NZ creates export opportunity. | 🏭 Order / Contract | POSITIVE |
✍️ 📌 Monitor quarterly trend / management commentary.
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| 🏢 MOTHERSON SUMI WIRING (1 items) | |||||
| 37 | MOTHERSON SUMI WIRING: Q4 Net Profit 1.67B VS 1.65B, Revenue 33.28B VS 25.1B. MOTHERSON SUMI: Q4 EBITDA 2.73B VS 2.7B, Margin 8.21% VS 10.82%. | 📊 Results | POSITIVE |
✍️ 📌 Monitor quarterly trend / management commentary.
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| 🏢 ORIENT CEMENT (1 items) | |||||
| 38 | ORIENT CEMENT: Q4 Net Profit 554M VS 421M, Revenue 6.47B VS 8.25B. Enviro Infra buys Suyog Urja for ₹311 Cr. | 📊 Results | POSITIVE |
✍️ 📌 Monitor quarterly trend / management commentary.
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| 🏢 PIRAMAL PHARMA (2 items) | |||||
| 39 | PIRAMAL PHARMA: Q4 Net Loss 88.2M VS Profit 1.5B. EMMVEE PHOTOVOLTAIC: Q4 Net Profit 3.92B VS 2.07B, Revenue 17.39B. | 📊 Results | CAUTION |
✍️ 📌 Monitor quarterly trend / management commentary.
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| 40 | Piramal Pharma: CEO expects strong FY27 revenue growth. OMDC: Mining approval extended to 2030. | 📊 Results | NoAction |
✍️ 📌 Monitor quarterly trend / management commentary.
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| 🏢 REC LTD (3 items) | |||||
| 41 | Eternal: LPG Shortage Not Significantly Affecting Operations. REC LTD: Q4 Revenue 138B VS 146B. ETERNAL: Expects $1 Billion Adjusted EBITDA By FY29. | 📊 Results | NoAction |
✍️ 🏦 Profit miss (33.6B vs 42B est), loan growth below guidance – PSU NBFC pressure.
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| 42 | Eternal: Confident Of Blinkit Getting To 5-6% Margin Before Earlier Guidance. REC LTD: Q4 Net Profit 33.6B VS 42.36B; Est 42B. REC LTD: Q4 Revenue 138B VS 146B. | 📊 Results | POSITIVE |
✍️ 🏦 Profit miss (33.6B vs 42B est), loan growth below guidance – PSU NBFC pressure.
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| 43 | Eternal: Increased Confidence in Achieving 5-6% Guidance. Eternal: Expects Blinkit Growth >60% Over Next 3 Years. REC LTD: Loan Growth 10% VS FY26 Guidance 11-13%. | 📌 Corporate News | NoAction |
✍️ 🏦 Profit miss (33.6B vs 42B est), loan growth below guidance – PSU NBFC pressure.
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| 🏢 SANOFI INDIA (1 items) | |||||
| 44 | SANOFI INDIA: Q4 Net Profit 1B VS 1.2B, Revenue 4.7B VS 5.4B. DOW JONES UP 172.51 pts. UAE departure from OPEC. | 📊 Results | POSITIVE |
✍️ 📌 Monitor quarterly trend / management commentary.
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| 🏢 SKIPPER (3 items) | |||||
| 45 | Government Considering Dropping Anti-Dumping Duty On Certain Textile Inputs. SKIPPER: Q4 EBITDA 1.73B VS 1.24B, Margin 10.4% VS 9.6%. SKIPPER: Q4 Revenue 16.7B VS 12.88B. | 📊 Results | NoAction |
✍️ 🏭 Q4 profit +63%, margin expansion – engineering turnaround.
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| 46 | VIP Industries: Appoints Alok Pathak As New Chief Sales Officer. SKIPPER: Q4 Net Profit 781M VS 479M. Government Considering Dropping Anti-Dumping Duty On Textile Inputs. | 📊 Results | POSITIVE |
✍️ 🏭 Q4 profit +63%, margin expansion – engineering turnaround.
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| 47 | SKIPPER: Q4 Revenue 16.7B VS 12.88B. ETERNAL: Q4 Revenue 173B VS 163B. | 📊 Results | NoAction |
✍️ 🏭 Q4 profit +63%, margin expansion – engineering turnaround.
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| 🏢 VAKRANGEE (1 items) | |||||
| 48 | VAKRANGEE: Q4 Revenue 567M vs 632M, Net Profit 20M vs 25M. | 📊 Results | POSITIVE |
✍️ 📌 Monitor quarterly trend / management commentary.
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|
| # | 📅 Date / Time (stacked) |
📄 Cleaned Text | 🏷️ Category | ⚡ Action | ✍️ Your Analysis |
|---|---|---|---|---|---|
| 🏢 📊 MARKET INDICES / FLOWS (1 items) | |||||
| 1 | NSE Index Ends Up 0.81% Or +194.75 Points At 24,092.70. | 🌍 Market / Macro | NoAction |
✍️ 📌 Monitor quarterly trend / management commentary.
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| 🏢 📌 OTHER NEWS (2 items) | |||||
| 2 | Himadri Specialty: Targets PAT from ₹555 Cr to ₹1,100 Cr by FY28, 20% EBITDA margin. | 📊 Results | NoAction |
✍️ 📌 Monitor quarterly trend / management commentary.
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| 3 | L&T Finance: Nomura Buy TP ₹340. Positional call: HINDUSTAN ZINC book profit. | 🎯 Positional Call | NoAction |
✍️ 📌 Monitor quarterly trend / management commentary.
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| 🏢 ADANI TOTAL GAS (1 items) | |||||
| 4 | JINDAL SAW: Q4 Net Profit 1.39B VS 2.9B. ADANI TOTAL GAS: Q4 Net Profit 1.68B VS 1.58B. | 📊 Results | POSITIVE |
✍️ 🏭 Profit declines 52% – margin compression.
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| 🏢 ALEMBIC PHARMA (1 items) | |||||
| 5 | Alembic Pharma: co Receives Final U.S. FDA Approval For Fingolimod Capsules. | 📋 Regulatory Approval | NoAction |
✍️ 💊 USFDA approval for Fingolimod – generic opportunity.
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| 🏢 AMAZON (1 items) | |||||
| 6 | Amazon India: 'Amazon Now' expansion to 100 cities. | 📌 Corporate News | NoAction |
✍️ 📌 Monitor quarterly trend / management commentary.
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| 🏢 AU SMALL FINANCE (5 items) | |||||
| 7 | AU Small Finance Bank: Elara Capital Reduce with Target Price ₹990 (raised) as despite strong Q4 led by higher NIM (+26bp QoQ to ~6%), lower credit costs, strong loan growth. | 📊 Results | SELL |
✍️ 📌 Monitor quarterly trend / management commentary.
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| 8 | AU Small Finance Bank: Nomura Neutral TP ₹975. SBI Cards: Jefferies Hold. | 📌 Corporate News | HOLD |
✍️ 💳 Mixed calls – asset quality improving but growth muted.
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| 9 | Coal India: Motilal Oswal Buy TP ₹530. AU Small Finance Bank: Nomura Neutral. | 📌 Corporate News | HOLD |
✍️ ⛏️ Mixed views – EBITDA beat but inventory high.
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| 10 | AU Small Finance Bank: UBS Neutral TP ₹1,150. Himadri Speciality: Birla Tyres growth target. | 📌 Corporate News | HOLD |
✍️ 📌 Monitor quarterly trend / management commentary.
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| 11 | AU SMALL FINANCE: Q4 GNPA 2.03% vs 2.30%, NNPA 0.74% vs 0.88%. Q4 Net Profit 8.3B VS 5.04B, Revenue 50.1B VS 42.7B. | 📊 Results | POSITIVE |
✍️ 📌 Monitor quarterly trend / management commentary.
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| 🏢 AXIS BANK (9 items) | |||||
| 12 | Axis Bank: Nomura Buy with Target Price ₹1,560 as Q4 PAT in line but weak core PPOP offset by credit cost beat. Reliance Industries: Morgan Stanley Overweight TP ₹1,803. Reliance Industries: Macquarie Outperform TP ₹1,570. | 📊 Results | BUY |
✍️ 🛢️ Multiple broker views – O2C weak but Jio strong.
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| 13 | IndusInd Bank: UBS Sell with Target Price ₹730 as Q4 PAT beat driven by lower credit costs, but weak loan growth (-0.5% QoQ). Axis Bank: Nomura Buy TP ₹1,560. Reliance Industries: Morgan Stanley Overweight. | 📊 Results | BUY |
✍️ 🛢️ Multiple broker views – O2C weak but Jio strong.
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| 14 | India 10-Year Government Bond Yield At 6.9620% From 6.9365%. IndusInd Bank: UBS Sell TP ₹730. Axis Bank: Nomura Buy TP ₹1,560. | 🌍 Market / Macro | SELL |
✍️ 🏦 Turnaround signs – broker upgrades.
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| 15 | Axis Bank: Kotak Buy TP ₹1,600. Transformers And Rectifiers: $16.26M export order. Paytm: Bernstein Outperform TP ₹1,500. | 🏦 Brokerage Call | BUY |
✍️ 📱 RBI license cancellation – limited impact per brokers.
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| 16 | Reliance Industries: CLSA Outperform TP ₹1,800. Axis Bank: Kotak Buy. | 🏦 Brokerage Call | BUY |
✍️ 🛢️ Multiple broker views – O2C weak but Jio strong.
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| 17 | Axis Bank: Bernstein Outperform TP ₹1,600. | 🏦 Brokerage Call | NoAction |
✍️ 🏦 Buy calls – strong loan growth +18.5% YoY.
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| 18 | IDFC First Bank: CLSA Hold TP ₹73. Axis Bank: Bernstein Outperform. | 🏦 Brokerage Call | HOLD |
✍️ 🏦 Buy calls – strong loan growth +18.5% YoY.
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| 19 | Axis Bank: UBS Buy TP ₹1,620. Positional call: BUY JSW ENERGY. | 🎯 Positional Call | NoAction |
✍️ 🏦 Buy calls – strong loan growth +18.5% YoY.
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| 20 | RBL Bank: CLSA Hold TP ₹320. Axis Bank: UBS Buy. | 📌 Corporate News | HOLD |
✍️ 🏦 Buy calls – strong loan growth +18.5% YoY.
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| 🏢 BAJAJ HOUSING (1 items) | |||||
| 21 | BAJAJ HOUSING: Q4 Net Profit 6.7B VS 5.87B, Revenue 29B VS 25.1B. | 📊 Results | POSITIVE |
✍️ 📌 Monitor quarterly trend / management commentary.
|
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| 🏢 BHARTI AIRTEL (1 items) | |||||
| 22 | Bharti Airtel: Partnership With Google And AdaniConnex For AI Hub in Visakhapatnam, $15 Billion investment. | 🤝 Partnership / JV | NoAction |
✍️ 📌 Monitor quarterly trend / management commentary.
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| 🏢 BONDADA ENGINEERING (1 items) | |||||
| 23 | BONDADA ENGINEERING: Q4 Net Profit 592M VS 531M. Q4 Revenue 9.1B VS 7.1B. | 📊 Results | POSITIVE |
✍️ 📌 Monitor quarterly trend / management commentary.
|
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| 🏢 CASTROL INDIA (2 items) | |||||
| 24 | Castrol India: CFO reports challenges from currency and raw material costs. CASTROL INDIA: Q4 Revenue 15.5B VS 14.2B. SUN PHARMA: ₹73.54 Cr block trade. | 📊 Results | NoAction |
✍️ 📌 Monitor quarterly trend / management commentary.
|
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| 25 | CASTROL INDIA: Q4 Net Profit 2.42B VS 2.33B. Q4 EBITDA 3.3B VS 3.07B, Margin 21.31% vs 21.61%. | 📊 Results | POSITIVE |
✍️ 📌 Monitor quarterly trend / management commentary.
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| 🏢 CHENNAI PETROLEUM (2 items) | |||||
| 26 | Chennai Petroleum: Capex ₹2,000 Cr over 2-3 years. Sterling and Wilson: Geopolitical issues slowing orders. | 🏭 Order / Contract | NoAction |
✍️ 📌 Monitor quarterly trend / management commentary.
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| 27 | Mahindra Finance: Macquarie Underperform TP ₹280. Chennai Petroleum: recognizes crude volatility challenges. | 📌 Corporate News | NoAction |
✍️ 📌 Monitor quarterly trend / management commentary.
|
|
| 🏢 GIFT NIFTY (1 items) | |||||
| 28 | GIFT NIFTY PROVISIONALLY ENDS UP 0.75% OR 180 POINTS AT 24134. DOW JONES CLOSES DOWN 54.98 POINTS, OR 0.11%, AT 49,255.34. S&P 500 CLOSES UP 56.52 POINTS, OR 0.80%, TO 7,164.92. | 🌍 Market / Macro | NoAction |
✍️ 🌍 GIFT Nifty +0.75%, Dow flat – mixed global cues.
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| 🏢 HIMADRI SPECIALITY (2 items) | |||||
| 29 | Himadri Speciality: Confident about sustaining EBITDA margins above 20%, anticipating improvements. | 📊 Results | NoAction |
✍️ 📌 Monitor quarterly trend / management commentary.
|
|
| 30 | Himadri Speciality: Birla Tyres targets ₹3,000 Cr revenue in 4 years from ₹187 Cr. | 📊 Results | NoAction |
✍️ 📌 Monitor quarterly trend / management commentary.
|
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| 🏢 IDFC FIRST BANK (3 items) | |||||
| 31 | IDFC First Bank: UBS Sell TP ₹70. Reliance Industries: CLSA Outperform. | 🏦 Brokerage Call | SELL |
✍️ 🛢️ Multiple broker views – O2C weak but Jio strong.
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| 32 | IDFC First Bank: Nomura Buy TP ₹85. IDFC First Bank: UBS Sell. | 📌 Corporate News | SELL |
✍️ 🏦 Mixed views – fraud overhang but Buy calls.
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| 33 | IDFC First Bank: Jefferies Buy TP ₹82. | 📌 Corporate News | NoAction |
✍️ 🏦 Mixed views – fraud overhang but Buy calls.
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| 🏢 IFCI (2 items) | |||||
| 34 | IFCI: Q4 Net Profit 340M VS 2.6B (YOY). | 📊 Results | POSITIVE |
✍️ 📌 Monitor quarterly trend / management commentary.
|
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| 35 | Adani Group Partners With Google To Build AI Data Centre Campus. IFCI: Impairment Expense 835M vs Gain 3.4B. LEELA PALACES: Q4 EBITDA 2.73B VS 2.64B, Margin 56.44%. | 📊 Results | NoAction |
✍️ 📌 Monitor quarterly trend / management commentary.
|
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| 🏢 IZMO (1 items) | |||||
| 36 | IZMO: Packaging partner for National Silicon Photonics Mission. Positional call: NYKAA buy. | 🎯 Positional Call | NoAction |
✍️ 📌 Monitor quarterly trend / management commentary.
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| 🏢 JINDAL SAW (1 items) | |||||
| 37 | JINDAL SAW: Q4 EBITDA 4.78B VS 7.4B, Margin 10.27% vs 14.62%. | 📊 Results | NoAction |
✍️ 🏭 Profit declines 52% – margin compression.
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| 🏢 JSW STEEL (2 items) | |||||
| 38 | JSW Steel: Goldman Sachs Buy TP ₹1,490 initiation. India-NZ FTA talks. | 📌 Corporate News | NoAction |
✍️ 🏭 Goldman initiation – structural demand shift.
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| 39 | Shyam Metals: Goldman Sachs Buy TP ₹1,065. JSW Steel: Goldman Sachs Buy. | 📌 Corporate News | NoAction |
✍️ 🏭 Goldman initiation – structural demand shift.
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| 🏢 KIRLOSKAR PNEUMATIC (3 items) | |||||
| 40 | Kirloskar Pneumatic: Confident In Aiming For Over 20% Growth This Financial Year. SBI Life: Reports Improved Premium Growth Rate in April, Says CEO Amit Jhingran. | 📌 Corporate News | NoAction |
✍️ 🔧 Dividend ₹8.5 + profit +74% – engineering.
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| 41 | KIRLOSKAR PNEUMATIC: Dividend ₹8.50. Q4 EBITDA 1.86B VS 1.1B, Margin 26.34% vs 18.87%. Q4 Net Profit 1.4B VS 806M. | 📊 Results | POSITIVE |
✍️ 🔧 Dividend ₹8.5 + profit +74% – engineering.
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| 42 | KIRLOSKAR PNEUMATIC: Q4 Revenue 7.1B VS 5.82B. | 📊 Results | NoAction |
✍️ 🔧 Dividend ₹8.5 + profit +74% – engineering.
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| 🏢 LODHA (5 items) | |||||
| 43 | Lodha: Jefferies on Lodha Buy with Target Price ₹1,215 as FY27 pre-sales guidance beat with strong pipeline, path to net-debt-free despite land acquisitions, and catalysts like data center (1GW...) | 🏦 Brokerage Call | BUY |
✍️ 🏠 Buy TP ₹1215 – pre-sales beat, data center catalyst.
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| 44 | NMDC: Goldman Sachs Sell TP ₹84. Lodha Developers: Jefferies Buy TP ₹1,215. | 📌 Corporate News | SELL |
✍️ 🏠 Buy TP ₹1215 – pre-sales beat, data center catalyst.
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| 45 | Lodha Developers: Nomura Buy TP ₹1,450. Adani Green: ₹1,200-1,500 Cr EBITDA hit due to transmission issues. | 📊 Results | NoAction |
✍️ ☀️ Transmission hit ₹1,200-1,500 Cr – execution risk.
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| 46 | Shriram Finance: HSBC Buy TP ₹1,200. Lodha Developers: Nomura Buy. | 📌 Corporate News | NoAction |
✍️ 🏦 Multiple Buys – 15-18% loan growth guidance.
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| 47 | Lodha Developers: Jefferies Buy TP ₹1,215. Adani Green: Committed to 50 GW by 2030. | 📌 Corporate News | NoAction |
✍️ 🏠 Buy TP ₹1215 – pre-sales beat, data center catalyst.
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| 🏢 MAHINDRA HOLIDAY (2 items) | |||||
| 48 | MAHINDRA HOLIDAY: Q4 Net Profit 416M VS 731M (YOY). | 📊 Results | POSITIVE |
✍️ 📌 Monitor quarterly trend / management commentary.
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|
| 49 | MAHINDRA HOLIDAYS: Q4 EBITDA 1.97B VS 2.04B, Margin 24.04% vs 26.24%. | 📊 Results | NoAction |
✍️ 📌 Monitor quarterly trend / management commentary.
|
|
| 🏢 NIPPON LIFE (2 items) | |||||
| 50 | Nippon Life India AMC: HSBC Hold TP ₹890 (raised) as Q4 beat. | 📊 Results | HOLD |
✍️ 📌 Monitor quarterly trend / management commentary.
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| 51 | NIPPON LIFE INDIA AMC: Q4 Net Profit 3.85B VS 2.98B, Revenue 7.4B VS 5.7B. TAMILNAD MERCANTILE BANK: FY27 loan growth ~20% guidance. | 📊 Results | POSITIVE |
✍️ 🏦 Dividend ₹12.5 + 20% loan growth guidance.
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| 🏢 PARAS DEFENCE (1 items) | |||||
| 52 | Paras Defence: Forms Agreement With Complus Systems And JV Micronics To Develop Anechoic Chambers. Rallis: Management says first to raise prices due to higher costs. | 🤝 Partnership / JV | NoAction |
✍️ 📌 Monitor quarterly trend / management commentary.
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| 🏢 PIRAMAL FINANCE (4 items) | |||||
| 53 | Piramal Finance: Jefferies Hold TP ₹1,940 as Q4 sharp adj loss. UltraTech Cement: Motilal Oswal Buy TP ₹13,800. | 📊 Results | HOLD |
✍️ 🏗️ Dividend ₹240 + profit beat – cement leader.
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| 54 | SBI Cards: JPMorgan Underweight TP ₹625. Piramal Finance: Nomura Buy TP ₹2,150. | 🏦 Brokerage Call | SELL |
✍️ 💳 Mixed calls – asset quality improving but growth muted.
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| 55 | SBI Cards: UBS Neutral TP ₹780. Piramal Finance: Nomura Buy. | 📌 Corporate News | HOLD |
✍️ 💳 Mixed calls – asset quality improving but growth muted.
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| 56 | PIRAMAL FINANCE: Q4 Loss Before Tax 8.2B VS Profit 1.16B (exceptional item ₹13.3B). BAJAJ HOUSING: GNPA 0.27% steady. | 📊 Results | NoAction |
✍️ 📌 Monitor quarterly trend / management commentary.
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| 🏢 POWER MECH PROJECTS (1 items) | |||||
| 57 | Power Mech Projects: Wins ₹227.95 Cr order for Vande Bharat sleeper trains. | 🏭 Order / Contract | NoAction |
✍️ 📌 Monitor quarterly trend / management commentary.
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| 🏢 QUESS CORP (1 items) | |||||
| 58 | Quess Corp: Receives ₹155.11 Cr refund. MAHINDRA HOLIDAY: Q4 Revenue 8.2B VS 7.8B. | 📊 Results | NoAction |
✍️ 📌 Monitor quarterly trend / management commentary.
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| 🏢 RALLIS (1 items) | |||||
| 59 | FII Sell ₹1,151.48 Cr, DII Buy ₹4,124 Cr. RALLIS INDIA: Dividend ₹3 per share. Q4 Revenue 4.56B VS 4.3B. | 📊 Results | SELL |
✍️ 📌 Monitor quarterly trend / management commentary.
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| 🏢 SAPPHIRE FOODS (1 items) | |||||
| 60 | SAPPHIRE FOODS: Q4 Net Loss 126M VS Profit 20M (YOY). | 📊 Results | CAUTION |
✍️ 📌 Monitor quarterly trend / management commentary.
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|
| 🏢 SBI CARDS (3 items) | |||||
| 61 | Coal India: Morgan Stanley Equal-weight TP ₹410. SBI Cards: UBS Neutral. | 📌 Corporate News | HOLD |
✍️ ⛏️ Mixed views – EBITDA beat but inventory high.
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| 62 | SBI Cards: Jefferies Hold TP ₹700. Coal India: HSBC Hold. | 📌 Corporate News | HOLD |
✍️ ⛏️ Mixed views – EBITDA beat but inventory high.
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| 63 | SBI Cards: Aims To Gain 900,000 - 1 Million New Users In Q1. | 📌 Corporate News | NoAction |
✍️ 💳 Mixed calls – asset quality improving but growth muted.
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| 🏢 SHRIRAM FINANCE (4 items) | |||||
| 64 | Shriram Finance: Nomura Buy TP ₹1,200. Shriram Finance: HSBC Buy. | 📌 Corporate News | NoAction |
✍️ 🏦 Multiple Buys – 15-18% loan growth guidance.
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| 65 | Shriram Finance: CLSA Outperform TP ₹1,150. | 🏦 Brokerage Call | NoAction |
✍️ 🏦 Multiple Buys – 15-18% loan growth guidance.
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| 66 | Shriram Finance: Kotak Add TP ₹1,100. Volatility alert: SUNPHARMA, TORNTPOWER. | 🏦 Brokerage Call | NoAction |
✍️ 🏦 Multiple Buys – 15-18% loan growth guidance.
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| 67 | IndusInd Bank: Jefferies Buy TP ₹1,100. Shriram Finance: Kotak Add. | 🏦 Brokerage Call | BUY |
✍️ 🏦 Turnaround signs – broker upgrades.
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| 🏢 SUPREME INDUSTRIES (4 items) | |||||
| 68 | SUPREME INDUSTRIES: Final Dividend ₹25. FY26 plastic pipes volume growth 11.8% vs guidance 15-17%. | 💰 Dividend | POSITIVE |
✍️ 💰 Dividend ₹25 + profit +46% – plastic pipes.
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| 69 | SUPREME INDUSTRIES: Q4 Net Profit 4.3B VS 2.94B. Sterling Tools: Teams up with Nanjing Haohang. | 📊 Results | POSITIVE |
✍️ 💰 Dividend ₹25 + profit +46% – plastic pipes.
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| 70 | SUPREME INDUSTRIES: Q4 Revenue 35.3B VS 30.08B. | 📊 Results | NoAction |
✍️ 💰 Dividend ₹25 + profit +46% – plastic pipes.
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| 71 | SUPREME INDUSTRIES: Q4 EBITDA 6.2B VS 4.15B, Margin 17.66% vs 13.73%. | 📊 Results | NoAction |
✍️ 💰 Dividend ₹25 + profit +46% – plastic pipes.
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| 🏢 TAMILNAD MERCANTILE BANK (2 items) | |||||
| 72 | TAMILNAD MERCANTILE BANK: Q4 Net Profit 3.7B VS 2.92B. MRPL: Plans JV with ONGC and OPAL. | 📊 Results | POSITIVE |
✍️ 🏦 Dividend ₹12.5 + 20% loan growth guidance.
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| 73 | TAMILNAD MERCANTILE BANK: Dividend ₹12.5 per share. Q4 Interest Earned 15.5B VS 13.42B. Oil India: Hydrocarbon discovery in Libya. | 📊 Results | POSITIVE |
✍️ 🏦 Dividend ₹12.5 + 20% loan growth guidance.
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| 🏢 TATA MOTORS (1 items) | |||||
| 74 | TATA MOTORS: NHTSA engineering analysis on 331,559 JLR vehicles. Adani Total Gas: FY27 EBITDA ₹15B guidance. Magellanic Cloud: Investment partnership with Rayonix Tech worth ₹1.50B. | 📊 Results | NoAction |
✍️ 📌 Monitor quarterly trend / management commentary.
|
|
| 🏢 TATA STEEL (1 items) | |||||
| 75 | Tata Steel: Goldman Sachs Neutral TP ₹210. Positional call: ROUTE MOBILE book profit. | 🎯 Positional Call | HOLD |
✍️ 📌 Monitor quarterly trend / management commentary.
|
|
| 🏢 ULTRATECH CEMENT (7 items) | |||||
| 76 | UltraTech Cement: Goldman Sachs Buy TP ₹13,230 (cut) as strong Q4 with 9% volume growth. | 📊 Results | NoAction |
✍️ 🏗️ Dividend ₹240 + profit beat – cement leader.
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| 77 | Coal India: HSBC Hold TP ₹440. UltraTech Cement: Jefferies Buy TP ₹14,050. | 📌 Corporate News | HOLD |
✍️ 🏗️ Dividend ₹240 + profit beat – cement leader.
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| 78 | UltraTech Cement: CLSA Outperform TP ₹14,000. Coal India: Motilal Oswal Buy. | 🏦 Brokerage Call | BUY |
✍️ 🏗️ Dividend ₹240 + profit beat – cement leader.
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| 79 | Jindal Steel: HSBC Hold TP ₹1,280. UltraTech Cement: CLSA Outperform. | 🏦 Brokerage Call | HOLD |
✍️ 🏗️ Dividend ₹240 + profit beat – cement leader.
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| 80 | ULTRATECH CEMENT: Q4 Net Profit 30B VS 25B; Est 27.5B. Q4 EBITDA 56B VS 46.2B; Margin 21.71% vs 20.02%. | 📊 Results | POSITIVE |
✍️ 🏗️ Dividend ₹240 + profit beat – cement leader.
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| 81 | ULTRATECH CEMENT: Final Dividend ₹240 per share. Q4 Revenue 255B VS 231B. | 📊 Results | POSITIVE |
✍️ 🏗️ Dividend ₹240 + profit beat – cement leader.
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| 82 | SBI CARDS: Q4 Net Profit 6.1B VS 5.34B; Est 6.1B. Ultratech Cement: capacity exceeding 200 MTPA. | 📊 Results | POSITIVE |
✍️ 🏗️ Dividend ₹240 + profit beat – cement leader.
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| 🏢 VARDHMAN SPECIAL (2 items) | |||||
| 83 | VARDHMAN SPECIAL: Q4 Net Profit 340M VS 197M (YOY). HDB Financial Services: Allots ₹3,250 Cr debentures. | 📊 Results | POSITIVE |
✍️ 📌 Monitor quarterly trend / management commentary.
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| 84 | VARDHMAN SPECIAL: Q4 Revenue 4.58B VS 4.28B. VARDHMAN SPECIAL STEELS: Dividend 3.50 Rupees per share. Q4 EBITDA 461M VS 314M, Margin 10% vs 7.34%. | 📊 Results | POSITIVE |
✍️ 📌 Monitor quarterly trend / management commentary.
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| 🏢 VARUN BEVERAGES (1 items) | |||||
| 85 | VARUN BEVERAGES: Q4 EBITDA 15.3B VS 12.6B, Margin 22.75% vs 22.25%. Q4 Net Profit 8.7B VS 7.3B. NAVIN FLUORINE: ₹51.34 Cr block trade. | 📊 Results | POSITIVE |
✍️ 🥤 Q4 profit +19% – beverage momentum.
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Jay stock news 24 April 2026
| # | 📅 Date / Time (stacked) |
📄 Cleaned Text (headline) | 🏷️ Category | ⚡ Action | ✍️ Your Analysis |
|---|---|---|---|---|---|
| 📁 ⚠️ Volatility Alert (1 items) | |||||
| 1 | Due to abnormal volatility in KPITTECH, PERSISTENT & TECHM NSE may increase margin. Bajaj Finance: Board Meet April 29 To Review Fundraising. Derivatives Strategy close. | ⚠️ Volatility Alert | NoAction |
✍️ ⚠️ Volatility alert – margin risk for these stocks.
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| 📁 🌍 Macro / Regulatory (5 items) | |||||
| 2 | Larsen & Toubro: Forms Wholly Owned Vyoma.Ai Limited To Support AI And Digital Transformation. Aditya Birla Real Estate: Birla Estates FY26 Booking Value ₹8,136 Cr, Collections +23.5% YoY. NSE Index Ends Down 0.84% Or -205.05 Points At 24,173.05 | 🌍 Macro / Regulatory | NoAction |
✍️ 🏠 ₹8,136 Cr bookings – strong real estate momentum.
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| 3 | Pfizer: Income-Tax Dept Issues ₹85.74 Cr Demand Order, Co Sees Strong Defence. India 5-Year Bond Yield Jumps 6bps to 6.72%. German IFO Business Climate 84.4 vs 86.4. | 🌍 Macro / Regulatory | BUY |
✍️ 📌 Monitor further developments / quarterly trend.
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| 4 | SEBI Proposes Higher Net Worth Rules For Stock Brokers Based On Active Clients. Brent Crude Oil Falls 1.4% as Iran Foreign Minister to visit Islamabad. | 🌍 Macro / Regulatory | NoAction |
✍️ 📌 Monitor further developments / quarterly trend.
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| 5 | NSE Index Ends Down 1.14% Or -275.10 Points At 23,897.95. Supreme Power Equipment: Secures Orders Worth ₹128 Cr. Cyient: Eyeing mid-to-high single-digit FY27 growth. | 🌍 Macro / Regulatory | BUY |
✍️ ⚡ ₹128 Cr orders – power equipment play.
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| 6 | NSE INDEX OPENS DOWN 0.30% IN PRE OPEN TRADE. India & South Korea Plan To Finish FTA Renegotiations By Mid-2027. Union Bank: Expects 13%-14% Credit Growth In FY27. | 🌍 Macro / Regulatory | NoAction |
✍️ 📌 Monitor further developments / quarterly trend.
|
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| 📁 🏭 Order / Contract (1 items) | |||||
| 7 | SHRIRAM FINANCE: Approves Resource Mobilisation Plan. Steel Authority of India: Secures court order halting antitrust probe. | 🏭 Order / Contract | BUY |
✍️ 🏦 Asset quality stable, approves debt plan.
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| 📁 👔 Leadership Change (2 items) | |||||
| 8 | Epack Durable: Executive Director And Group CFO Narayan Lodha Resigns Effective April 30, 2026. Valiant Laboratories: QC Manager BhanuDas D. Patil Resigns For Personal Reasons. | 👔 Leadership Change | NoAction |
✍️ ⚠️ CFO resignation – monitor for succession.
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| 9 | Alkem Laboratories: CEO Dr. Vikas Gupta Resigns, will stay until June 30. | 👔 Leadership Change | NoAction |
✍️ 👔 CEO resigns – leadership transition risk.
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| 📁 📈 Bulk / Block Deal (3 items) | |||||
| 10 | NSE Index Ends Down 0.84% At 24,173.05. EMCURE PHARMACEUTICALS: RS. 98.33 CRORES NSE BLOCK TRADE. Balrampur Chini Mills: Approves Share Sale Of 93,16,771 Shares At ₹483 Each, Raising ₹450 Cr. | 📈 Bulk / Block Deal | NoAction |
✍️ 💊 ₹98 Cr block trade – institutional interest.
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| 11 | EMCURE PHARMACEUTICALS: ₹98.33 Cr Block Trade. Balrampur Chini Mills: Share sale ₹450 Cr. | 📈 Bulk / Block Deal | NoAction |
✍️ 💊 ₹98 Cr block trade – institutional interest.
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| 12 | SBI LIFE INSURANCE: ₹197.87 Cr Block Trade. Apollo Hospitals: ₹32.42 Cr Block Trade. Aditya Birla Sun Life AMC: ₹32.31 Cr Block Trade. | 📈 Bulk / Block Deal | NoAction |
✍️ 📌 Monitor further developments / quarterly trend.
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| 📁 📊 Results / Dividend (21 items) | |||||
| 13 | HIMADRI SPECIAL CHEMICAL: Q4 EBITDA vs 2.34B (YOY) || EBITDA MARGIN 19.40% VS 20.77% (YOY). Larsen & Toubro: Sets Up Vyoma.ai Unit. HIMADRI: Q4 NET PROFIT 1.85B VS 1.58B (YOY) || REVENUE 11B. | 📊 Results / Dividend | BUY (earnings beat) |
✍️ 🧪 Q4 profit +17% but margin contraction – specialty chemical.
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| 14 | Infosys: Guides FY27 Revenue Growth at 1.5% to 3.5% In Constant Currency. Sangam India: Confident Of FY29 Targets With 13%+ Margins And ~₹4,500 Cr Top-Line. | 📊 Results / Dividend | NoAction |
✍️ 💻 FY27 guidance 1.5-3.5% – muted but stable.
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| 15 | CHENNAI PETROLEUM CORP: Q4 REVENUE 204.55B VS 194B (QOQ). Q4 EBITDA 20.4B VS 14.8B (QOQ) || MARGIN 9.95% VS 7.6%. | 📊 Results / Dividend | NoAction |
✍️ 🛢️ Q4 EBITDA +38% QoQ – refining margin recovery.
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| 16 | CHENNAI PETROLEUM: Q4 EBITDA 20.4B. Mahindra & Mahindra: Executes New Deal With Manulife. Ashoka Buildcon: Wins Bid Worth $72M (₹6.8B). | 📊 Results / Dividend | BUY |
✍️ 🛢️ Q4 EBITDA +38% QoQ – refining margin recovery.
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| 17 | ATUL: Q4 EBITDA 2.8B VS 2.22B (YOY) || MARGIN 16.8% VS 15.29%. Adani Green: Plans 30 GW Renewable Energy At Khavda By 2029. Hindustan Zinc: Q4 Net Profit 50B VS 29.8B (YOY); EST 46.5B. | 📊 Results / Dividend | BUY (earnings beat) |
✍️ 🧪 Q4 profit +65% – chemical turnaround.
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| 18 | Adani Green: 30 GW Khavda by 2029. HINDUSTAN ZINC: Q4 Net Profit 50B vs 29.8B. | 📊 Results / Dividend | BUY (earnings beat) |
✍️ ☀️ 30 GW target by 2029 – huge renewable pipeline.
|
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| 19 | ADANI GREEN: Q4 EBITDA 28.8B VS 23.9B (YOY) || MARGIN 82.3% VS 77.87%. ATUL: Q4 Net Profit 2.1B VS 1.27B (YOY). ATUL: Q4 Revenue 17B VS 15B. | 📊 Results / Dividend | BUY (earnings beat) |
✍️ 🧪 Q4 profit +65% – chemical turnaround.
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| 20 | ATUL: Q4 Net Profit 2.1B. ATUL: Revenue 17B. Britannia Industries: ₹17.57 Cr Block Trade. | 📊 Results / Dividend | NoAction |
✍️ 🧪 Q4 profit +65% – chemical turnaround.
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| 21 | HINDUSTAN ZINC: Q4 EBITDA 76.7B VS 48.2B (YOY); EST 71.2B || MARGIN 56.84% VS 53.04%. ADANI GREEN: Q4 Net Profit 5.14B VS 3.8B (YOY). | 📊 Results / Dividend | BUY (earnings beat) |
✍️ ☀️ 30 GW target by 2029 – huge renewable pipeline.
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| 22 | ADANI GREEN: Q4 Net Profit 5.14B. Iran's Foreign Minister Holds Calls With Pakistan. | 📊 Results / Dividend | HOLD |
✍️ ☀️ 30 GW target by 2029 – huge renewable pipeline.
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| 23 | Hindustan Zinc: Plans FY27 Growth Capex $500-600 Mn. RAGHAV PRODUCTIVITY: Q4 EBITDA 212M VS 144M (YOY) || Revenue 706M VS 507M. | 📊 Results / Dividend | NoAction |
✍️ 💰 Dividend ₹11 + profit beat – mining major.
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| 24 | HINDUSTAN ZINC: Dividend 11 Rupees Per Share. Q4 Revenue 135B VS 90.4B (YOY); EST 120B. | 📊 Results / Dividend | BUY |
✍️ 💰 Dividend ₹11 + profit beat – mining major.
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| 25 | FII Net Sell ₹8,827.87 Cr || DII Net Buy ₹4,700.71 Cr. JAYASWAL NECO: Q4 Net Profit 1.9B VS 1B (YOY) || Revenue 19.7B VS 16.75B. | 📊 Results / Dividend | BUY |
✍️ 🏭 Q4 profit +90% – steel casting recovery.
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| 26 | JAYASWAL NECO: Q4 EBITDA 3.75B VS 3.42B (YOY) || Margin 19.03% VS 20.39%. | 📊 Results / Dividend | NoAction |
✍️ 🏭 Q4 profit +90% – steel casting recovery.
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| 27 | Mahindra & Mahindra Financial Services: Dividend ₹7.50 Per Share. Q4 Net Profit 8.73B VS 5.63B (YOY) || Revenue 48.1B VS 42.4B. | 📊 Results / Dividend | BUY |
✍️ 🏦 Dividend ₹7.50 + profit +55% – NBFC strong.
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| 28 | MAHINDRA FINANCIAL: Q4 Net Profit 8.73B. SEBI Creates Net Settlement Framework For FPIs Cash Market Trades. | 📊 Results / Dividend | NoAction |
✍️ 🏦 Dividend ₹7.50 + profit +55% – NBFC strong.
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| 29 | SEBI Will Allow Net Settlement For FPIs. INDUSIND BANK: Q4 GNPA 3.43% VS 3.56% (QoQ) || NNPA 1% VS 1.04%. Q4 Net Profit 5.3B VS Loss 22.3B (YOY). | 📊 Results / Dividend | NEUTRAL (asset quality stable) |
✍️ 🏦 Turns profitable vs loss – asset quality improving.
|
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| 30 | INDUSIND BANK: Q4 Net Profit 5.3B. SEBI: STT & Stamp Duty Continue On Delivery Basis, Rules by Dec 31. | 📊 Results / Dividend | NoAction |
✍️ 🏦 Turns profitable vs loss – asset quality improving.
|
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| 31 | DCB BANK: Q4 GNPA 2.45% VS 2.72% (QoQ) || NNPA 0.89% VS 1.10%. Q4 Net Profit 2.05B VS 1.77B (YOY). | 📊 Results / Dividend | BUY (earnings beat) |
✍️ 🏦 GNPA down, profit +16% – small bank turnaround.
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| 32 | Supreme Power Equipment: ₹128 Cr Orders. WENDT: Q4 Net Profit 51M VS 128.9M (YOY) || Revenue 668M VS 756M. | 📊 Results / Dividend | BUY |
✍️ ⚡ ₹128 Cr orders – power equipment play.
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| 33 | ZENSAR TECH: Q4 Net Profit 2.1B VS 1.99B (QoQ). SHRIRAM FINANCE: Gross NPA 4.58% VS 4.54% (QoQ) || Net NPA 2.33% VS 2.38%. | 📊 Results / Dividend | BUY (earnings beat) |
✍️ 💻 IT sequential profit growth – midcap IT.
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| 📁 📌 Stock News (1 items) | |||||
| 34 | Hindustan Organic Chemicals: Resumes Kochi Unit Operations. KPI Green Energy: Adds Wholly Owned Unit In GIFT City. | 📌 Stock News | NoAction |
✍️ 📌 Monitor further developments / quarterly trend.
|
|
| 📁 🤝 JV / Expansion (1 items) | |||||
| 35 | Wipro: Partners With Kongsberg Digital For AI Digital Twin Tech. Chennai Petroleum: Reviewing Secondary Refinery Upgrades. | 🤝 JV / Expansion | NoAction |
✍️ 🛢️ Q4 EBITDA +38% QoQ – refining margin recovery.
|
|
| # | 📅 Date / Time (stacked) |
📄 Cleaned Text (headline) | 🏷️ Category | ⚡ Action | ✍️ Your Analysis |
|---|---|---|---|---|---|
| 📁 ⚖️ Legal / Court (1 items) | |||||
| 1 | SHRIRAM FINANCE: CO APPROVES RESOURCE MOBILISATION PLAN FOR FY2026-27 INCLUDING DEBT ISSUANCE. Steel Authority of India: secures court order halting antitrust probe into steel sector. SHRIRAM FINANCE: CO RECOMMENDED DIVIDEND 6 RUPEES PER SHARE | ⚖️ Legal / Court | NoAction |
✍️ 💰 ₹6 dividend + AUM ₹3T (+14.9% YoY) – NBFC strength.
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| 📁 💰 Dividend Announcement (2 items) | |||||
| 2 | Tamil Nadu Newsprint Recommends Final Dividend Of Rs 4 Per Share. Mastek: Signs MOU To Sell Commercial Building For ₹60 Crore. Lodha Developers: Announces 4.25 Rupees Dividend Per Share | 💰 Dividend Announcement | BUY |
✍️ 🏠 Q4 profit +9% – real estate steady growth.
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| 3 | Lodha Developers: Announces 4.25 Rupees Dividend Per Share. Reliance Industries: Company Says Gas From KG-D6 Basin Now Powers Priority Energy Needs | 💰 Dividend Announcement | BUY |
✍️ 🏠 Q4 profit +9% – real estate steady growth.
|
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| 📁 📈 Bulk Deal / Acquisition (1 items) | |||||
| 4 | RBI Cancels Paytm Payments Bank's License Over Missed License Conditions. Sunteck Realty: Acquires 100% Stake In Tanirika Infrastructure | 📈 Bulk Deal / Acquisition | SELL / AVOID |
✍️ ⚠️ RBI cancels license – major negative for Paytm ecosystem.
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| 📁 📊 Results / Earnings (25 items) | |||||
| 5 | SHRIRAM FINANCE: CO RECOMMENDED DIVIDEND 6 RUPEES PER SHARE. ZENSAR TECHNOLOGIES: PROPOSES FINAL DIVIDEND OF 12.60 RUPEES PER SHARE. Shriram Finance: Q4 Total AUM Reaches ₹3 Trillion, Up 14.85% YoY And 3.62% QoQ. ZENSAR TECH: Q4 REVENUE 14.5B VS 14.3B (QOQ) | 📊 Results / Earnings | NoAction |
✍️ 💰 ₹6 dividend + AUM ₹3T (+14.9% YoY) – NBFC strength.
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| 6 | ZENSAR TECHNOLOGIES: PROPOSES FINAL DIVIDEND OF 12.60 RUPEES PER SHARE. Shriram Finance: Q4 Total AUM ₹3 Trillion +14.85% YoY. ZENSAR TECH: Q4 REVENUE 14.5B VS 14.3B (QOQ). EBIT MARGIN 14.7% VS 16.05% (QOQ) | 📊 Results / Earnings | NoAction |
✍️ 📌 Monitor quarterly trends / management commentary.
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| 7 | Shriram Finance: Q4 Total AUM ₹3 Trillion +14.85% YoY. ZENSAR TECH: Q4 REVENUE 14.5B VS 14.3B (QOQ). ZENSAR TECH: Q4 EBIT 2.1B VS 2.3B (QOQ) || EBIT MARGIN 14.7% VS 16.05% (QOQ) | 📊 Results / Earnings | NoAction |
✍️ 📌 Monitor quarterly trends / management commentary.
|
|
| 8 | ZENSAR TECH: Q4 REVENUE 14.5B VS 14.3B (QOQ). ZENSAR TECH: Q4 EBIT 2.1B VS 2.3B || MARGIN 14.7% VS 16.05%. SHRIRAM FINANCE: Q4 NET PROFIT 30B VS 21.4B (YOY); EST 27B | 📊 Results / Earnings | BUY (earnings beat) |
✍️ 📌 Monitor quarterly trends / management commentary.
|
|
| 9 | ZENSAR TECH: Q4 EBIT 2.1B VS 2.3B || MARGIN 14.7% VS 16.05%. SHRIRAM FINANCE: Q4 NET PROFIT 30B VS 21.4B (YOY); EST 27B | 📊 Results / Earnings | BUY (earnings beat) |
✍️ 📌 Monitor quarterly trends / management commentary.
|
|
| 10 | SHRIRAM FINANCE: Q4 NET PROFIT 30B VS 21.4B (YOY); EST 27B | 📊 Results / Earnings | BUY (earnings beat) |
✍️ 📌 Monitor quarterly trends / management commentary.
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| 11 | LODHA DEVELOPERS: Q4 EBITDA 14.12B VS 12.21B (YOY) || MARGIN 29.97% VS 28.9%. LODHA DEVELOPERS: Q4 NET PROFIT 10.08B VS 9.22B (YOY) || REVENUE 47.13B VS 42.24B (YOY) | 📊 Results / Earnings | BUY (earnings beat) |
✍️ 🏠 Q4 profit +9% – real estate steady growth.
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| 12 | LODHA DEVELOPERS: Q4 NET PROFIT 10.08B VS 9.22B (YOY) || REVENUE 47.13B VS 42.24B. Kothari Industrial Corp: Signs MOU With Tvasta Manufacturing Solutions To Explore 3D Construction Printing | 📊 Results / Earnings | BUY (earnings beat) |
✍️ 🏠 Q4 profit +9% – real estate steady growth.
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| 13 | Supreme Petrochem: Board Recommends Final Dividend Of 8 Per Share. US Oil Prices Drop To Intraday Lows Around $93 Per Barrel. SUPREME PETROCHEM: Q4 EBITDA 2.5B VS 1.45B (YOY) || MARGIN 15.96% VS 9.43%. Q4 NET PROFIT 1.67B VS 1.07B (YOY) || REVENUE 15.87B VS 15.4B | 📊 Results / Earnings | BUY (earnings beat) |
✍️ 🧪 Dividend ₹8 + profit +56% – chemical turnaround.
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| 14 | SUPREME PETROCHEM: Q4 EBITDA 2.5B VS 1.45B || MARGIN 15.96% VS 9.43%. Q4 NET PROFIT 1.67B VS 1.07B || REVENUE 15.87B VS 15.4B. Iran's Foreign Minister to convey Iran's considerations in ending war. | 📊 Results / Earnings | BUY (earnings beat) |
✍️ 🧪 Dividend ₹8 + profit +56% – chemical turnaround.
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| 15 | SUPREME PETROCHEM: Q4 NET PROFIT 1.67B VS 1.07B. Iran's Foreign Minister Araghchi to convey considerations. Nasdaq 100 Extends Rise To 1.5% | 📊 Results / Earnings | BUY (earnings beat) |
✍️ 🧪 Dividend ₹8 + profit +56% – chemical turnaround.
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| 16 | CAN FIN HOMES: Q4 NET PROFIT 3.45B VS 2.34B (YOY) || REVENUE 10.7B VS 9.82B. Can Fin Homes: Recommends Final Dividend Of Rs 8 Per Share. CAN FIN HOMES: Q4 GNPA 0.85% VS 0.92% (QOQ) || NNPA 0.37% VS 0.49% (QOQ) | 📊 Results / Earnings | BUY (earnings beat) |
✍️ 🏦 Dividend ₹8 + GNPA improves – HFC quality play.
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| 17 | Can Fin Homes: Recommends Final Dividend Of Rs 8 Per Share. CAN FIN HOMES: Q4 GNPA 0.85% VS 0.92% || NNPA 0.37% VS 0.49% | 📊 Results / Earnings | BUY |
✍️ 🏦 Dividend ₹8 + GNPA improves – HFC quality play.
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| 18 | TANLA PLATFORMS: Q4 NET PROFIT 1.34B VS 1.17B (YOY) || REVENUE 11.77B VS 10.2B. BHANSALI ENGINEERING POLYMERS: Q4 NET PROFIT 516.7M VS 392M (YOY) || REVENUE 3.41B. TAMIL NADU NEWSPRINT: Q4 EBITDA 1.4B VS 1B (YOY) || MARGIN 11.06% VS 7.7% | 📊 Results / Earnings | BUY (earnings beat) |
✍️ 📱 Q4 profit +15% – CPaaS growth steady.
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| 19 | TAMIL NADU NEWSPRINT: Q4 EBITDA 1.4B VS 1B || MARGIN 11.06% VS 7.7%. TANLA PLATFORMS: Q4 EBITDA 1.91B VS 1.63B (YOY) || MARGIN 16.29% VS 15.96%. TAMIL NADU NEWSPRINT: Q4 NET PROFIT 2.4B VS 221M (YOY) || REVENUE 12.71B VS 13.4B | 📊 Results / Earnings | BUY (earnings beat) |
✍️ 📱 Q4 profit +15% – CPaaS growth steady.
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| 20 | TANLA PLATFORMS: Q4 EBITDA 1.91B VS 1.63B || MARGIN 16.29% VS 15.96%. Tamil Nadu Newsprint Recommends Final Dividend Of Rs 4 Per Share | 📊 Results / Earnings | BUY |
✍️ 📱 Q4 profit +15% – CPaaS growth steady.
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| 21 | TAMIL NADU NEWSPRINT: Q4 NET PROFIT 2.4B VS 221M (YOY) || REVENUE 12.71B VS 13.4B. Tamil Nadu Newsprint Recommends Final Dividend Of Rs 4 Per Share. Mastek: Signs MOU To Sell Commercial Building For ₹60 Crore | 📊 Results / Earnings | BUY (earnings beat) |
✍️ 📄 Dividend ₹4 + profit skyrockets – paper sector revival.
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| 22 | Reliance Industries: Jio Q4 ARPU At ₹214 Per Subscriber, Jio Platforms Q4 Consolidated Profit ₹79.35B, Revenue ₹382.59B. MRPL: Q4 NET PROFIT 1.19B VS 14.5B (QOQ) || REVENUE 284.9B VS 297.2B (QOQ) | 📊 Results / Earnings | BUY (earnings beat) |
✍️ 📱 ARPU ₹214, profit ₹79B – digital strength.
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| 23 | MRPL: Q4 NET PROFIT 1.19B VS 14.5B (QOQ) || REVENUE 284.9B VS 297.2B. Spot Gold Jumps Nearly 1% To $4,740.05 Per Ounce. MRPL EBITDA MARGIN 6.25% VS 9.4% (QOQ) | 📊 Results / Earnings | BUY (earnings beat) |
✍️ 🛢️ Sharp QoQ profit drop – refining margin pressure.
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| 24 | MRPL: Q4 EBITDA 17.81B VS 27.84B (QOQ) || MARGIN 6.25% VS 9.4%. Reliance Jio Infocomm: Q4 Net Profit ₹73.17B, Revenue ₹333.81B | 📊 Results / Earnings | BUY (earnings beat) |
✍️ 🛢️ Sharp QoQ profit drop – refining margin pressure.
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| 25 | Reliance Jio Infocomm: Q4 Net Profit ₹73.17B, Revenue ₹333.81B. Reliance Industries: Announces ₹6 Dividend Per Share | 📊 Results / Earnings | BUY |
✍️ 📌 Monitor quarterly trends / management commentary.
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| 26 | Reliance Industries: Announces ₹6 Dividend Per Share. RELIANCE INDUSTRIES: Q4 EBITDA 441B VS 460B (QOQ) || MARGIN 14.78% VS 17.08% (QOQ) | 📊 Results / Earnings | BUY |
✍️ 📌 Monitor quarterly trends / management commentary.
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| 27 | RELIANCE INDUSTRIES: Q4 EBITDA 441B VS 460B || MARGIN 14.78% VS 17.08%. RELIANCE: Q4 NET PROFIT 169.71B VS 186.5B (QOQ) || REVENUE 2.99T VS 2.7T (QOQ) | 📊 Results / Earnings | BUY (earnings beat) |
✍️ 📌 Monitor quarterly trends / management commentary.
|
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| 28 | RELIANCE: Q4 NET PROFIT 169.71B VS 186.5B (QOQ) || REVENUE 2.99T VS 2.7T. Geceee Ventures: Buys 2,75,000 Shares Of Vedanta Through Open Market, Investing ₹19.70 Crore | 📊 Results / Earnings | BUY (earnings beat) |
✍️ 📌 Monitor quarterly trends / management commentary.
|
|
| 29 | L&T FINANCE: Q4 NET PROFIT 8.1B VS 6.4B (YOY) || REVENUE 47.71B VS 40.2B (YOY) | 📊 Results / Earnings | BUY (earnings beat) |
✍️ 📌 Monitor quarterly trends / management commentary.
|
|
April 20-23 share news
| # | 📅 Date / Time (stacked) |
📄 Cleaned Text (headline) | 🏷️ Category | ⚡ Action | ✍️ Your Analysis |
|---|---|---|---|---|---|
| 📁 🌍 Macro / Geopolitical (7 items) | |||||
| 1 | RailTel: Receives Work Order Worth ₹86.36 Crore From Mumbai's Municipal Corporation. DONALD TRUMP CLAIMED THE U.S. IS 'WINNING' THE CONFLICT WITH IRAN. | 🌍 Macro / Geopolitical | BUY |
✍️ 📡 ₹86Cr order – municipal project, steady revenue visibility.
|
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| 2 | IRAN'S FOREIGN MINISTER TELLS PAKISTAN THAT U.S. 'CEASEFIRE BREACHES' ARE A BARRIER. RailTel: Work Order ₹86.36 Cr. | 🌍 Macro / Geopolitical | BUY |
✍️ 📡 ₹86Cr order – municipal project, steady revenue visibility.
|
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| 3 | FII SELL NET 1059.93 CR || DII BUY NET 2966.89 CR. IRAN PARLIAMENTARY COMMITTEE: 'GIVEN CLEAR CEASEFIRE...' TRUMP CLAIMED U.S. ACTIONS EFFECTIVE. | 🌍 Macro / Geopolitical | BUY |
✍️ 📌 Monitor further developments / quarterly trend.
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| 4 | HCLTECH: DIVIDEND 24 RUPEES. Trump Says US Ready To Bomb Iran. US Core Retail Sales (MoM) Actual: 1.9% vs 0.5% previous. | 🌍 Macro / Geopolitical | BUY |
✍️ 💻 Dividend ₹24 but margin contraction – watch client budgets.
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| 5 | FII SELL NET 1919 CR || DII BUY NET 2221 CR. | 🌍 Macro / Geopolitical | BUY |
✍️ 📌 Monitor further developments / quarterly trend.
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| 6 | Trump Says Iran Talks Could Start Friday. DOW +390 pts, NASDAQ +202 pts. | 🌍 Macro / Geopolitical | NoAction |
✍️ 📌 Monitor further developments / quarterly trend.
|
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| 7 | White House: Trump extended Iran ceasefire 3-5 days. Iran warns could target regional power plants. Trump plans to give Iranians limited timeframe. | 🌍 Macro / Geopolitical | NoAction |
✍️ 📌 Monitor further developments / quarterly trend.
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| 📁 🎯 Positional Call (Speculative) (3 items) | |||||
| 8 | POSITIONAL CALL: BUY LEMON TREE HOTELS AT 121 TARGET 160 STOP 100. | 🎯 Positional Call (Speculative) | BUY |
✍️ 🏨 Positional buy target 160 – hospitality recovery play.
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| 9 | Blue Cloud: Working On Semiconductor Chips. POSITIONAL CALL: BUY CHAMBAL FERT & CHEM AT 457 TARGET 510. Escorts Kubota: Expands Digittrac tractor line. | 🎯 Positional Call (Speculative) | BUY |
✍️ 🧪 Positional buy target 510 – fertiliser season play.
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| 10 | POSITIONAL CALL: BUY ROUTE MOBILE AT 511.5 TARGET 650. TECH MAHINDRA: DIVIDEND 36 RUPEES. | 🎯 Positional Call (Speculative) | BUY |
✍️ 📱 Positional buy target 650 – tech logistics.
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| 📁 🏦 Brokerage Call (7 items) | |||||
| 11 | Mahindra & Mahindra: Nomura Buy with TP ₹4,662. Apollo Hospitals: HSBC Buy with TP ₹9,000. PhysicsWallah: JPMorgan Overweight TP ₹125. | 🏦 Brokerage Call | BUY |
✍️ 🚜 Nomura Buy TP ₹4662 – SML growth intact.
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| 12 | POSITIONAL CALL: BUY AU SMALL FIN. BANK AT 1036 TARGET 1400 STOP 880. Billionbrains Garage: JPMorgan Overweight TP ₹220. | 🏦 Brokerage Call | BUY |
✍️ 📌 Monitor further developments / quarterly trend.
|
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| 13 | Billionbrains Garage: JPMorgan Overweight TP ₹220. Billionbrains Garage: UBS Neutral TP ₹210. Godrej Properties: HSBC Buy TP ₹2,800. | 🏦 Brokerage Call | BUY |
✍️ 📌 Monitor further developments / quarterly trend.
|
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| 14 | PNB Housing Finance: Targets 18-20% Growth In FY27. HCLTech: HSBC Hold TP ₹1,480. Persistent Systems: JPMorgan Overweight TP ₹5,900. | 🏦 Brokerage Call | BUY |
✍️ 💻 Dividend ₹24 but margin contraction – watch client budgets.
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| 15 | Persistent Systems: JPMorgan Overweight TP ₹5,900. PNB Housing: Plans 35 new branches. Infra Investments to increase 50% by FY28 (Crisil). | 🏦 Brokerage Call | BUY |
✍️ 📈 JPMorgan Overweight TP ₹5900 – healthcare led beat.
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| 16 | 360 One WAM: Jefferies Buy TP ₹1,300 as Q4 profit +17%. | 🏦 Brokerage Call | BUY |
✍️ 💰 Dividend ₹6 + AUM +26% – wealth management compounder.
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| 17 | PhysicsWallah: JPMorgan Overweight TP ₹125. Billionbrains Garage: Jefferies Buy TP ₹225. Billionbrains Garage: Buy TP ₹230. | 🏦 Brokerage Call | BUY |
✍️ 📌 Monitor further developments / quarterly trend.
|
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| 📁 🏭 Order / Contract (1 items) | |||||
| 18 | FII SOLD NET 2078 CR, DII SOLD NET 1048 CR. Innovision: Secures ₹31.10 Cr NHAI contract. | 🏭 Order / Contract | NoAction |
✍️ 📌 Monitor further developments / quarterly trend.
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| 📁 📊 Result / Dividend (22 items) | |||||
| 19 | NAVKAR CORP: Q4 REVENUE 2B RUPEES VS 1.04B (YOY) | 📊 Result / Dividend | NoAction |
✍️ 📊 Q4 revenue nearly doubled – strong growth, monitor margins.
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| 20 | SML Mahindra: Company Declares Final Dividend Of Rs 23.50 Per Share. SML MAHINDRA: Q4 EBITDA 905M VS 904M (YOY) || EBITDA MARGIN 10.06% VS 11.72% (YOY). JSW Steel and POSCO Team Up to Build a 6 MTPA Green Steel Plant in Odisha. | 📊 Result / Dividend | BUY |
✍️ 💰 ₹23.5 dividend + flat EBITDA – stable but margin compression.
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| 21 | PERSISTENT SYSTEMS: Q4 REVENUE 40.6B VS 37.8B (QOQ). | 📊 Result / Dividend | NoAction |
✍️ 📈 JPMorgan Overweight TP ₹5900 – healthcare led beat.
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| 22 | 360 ONE WAM: CO APPROVES DIVIDEND OF 6 RUPEES PER SHARE. Iran Says It Has New 'Surprise' Measures If War Resumes. 360 ONE WAM AUM ₹3,11,940 Cr +26.4% YoY. | 📊 Result / Dividend | BUY |
✍️ 💰 Dividend ₹6 + AUM +26% – wealth management compounder.
|
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| 23 | 360 ONE WAM: Q4 NET PROFIT 2.89B VS 2.5B (YOY) || REVENUE 11.15B VS 8.2B. | 📊 Result / Dividend | NoAction |
✍️ 💰 Dividend ₹6 + AUM +26% – wealth management compounder.
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| 24 | TATA ELXSI: Q4 EBIT 2.21B VS 1.99B (QOQ) || MARGIN 22.27% VS 20.92%. Q4 NET PROFIT 2.20B VS 1.09B. DIVIDEND 75 RUPEES. | 📊 Result / Dividend | BUY |
✍️ 📱 Dividend ₹75 + margin expansion – quality ERD play.
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| 25 | HCL TECHNOLOGIES: Q4 EBIT 56.20B VS 62.85B (QOQ) || MARGIN 16.5% VS 18.56%. Q4 NET PROFIT 44.88B VS 40.76B. Trump: Seized Iran Ship. | 📊 Result / Dividend | NoAction |
✍️ 📌 Monitor further developments / quarterly trend.
|
|
| 26 | TECH MAHINDRA: DIVIDEND 36. HCL Technologies: Launches Gemini Enterprise AI Unit. TECH MAHINDRA: Q4 NET PROFIT 13.5B VS 11.22B (QOQ); EST 15B. | 📊 Result / Dividend | BUY |
✍️ 💰 ₹36 dividend + $1.07B deal wins – but profit miss.
|
|
| 27 | TECH MAHINDRA: Q4 NET PROFIT 13.5B (miss). Positional call book profit on Tata Capital. | 📊 Result / Dividend | CAUTION |
✍️ 📌 Monitor further developments / quarterly trend.
|
|
| 28 | L&T TECHNOLOGY: FINAL DIVIDEND 40 RUPEES. Q4 EBITDA 5.21B VS 3.94B (YOY) || MARGIN 18.24% VS 13.21%. | 📊 Result / Dividend | BUY |
✍️ 📌 Monitor further developments / quarterly trend.
|
|
| 29 | L&T TECHNOLOGY: EBITDA 5.21B, NET PROFIT 3.32B VS 3.11B, REVENUE 28.58B. Iran Ceasefire 3-5 days. | 📊 Result / Dividend | NoAction |
✍️ 📌 Monitor further developments / quarterly trend.
|
|
| 30 | TATA COMMUNICATIONS: Q4 EBITDA 12.8B VS 11.22B (YOY) || MARGIN 1.6% VS 18.73% (strange). Infosys: Collaboration with OpenAI. Dividend ₹17.50. | 📊 Result / Dividend | BUY |
✍️ 📌 Monitor further developments / quarterly trend.
|
|
| 31 | TATA COMMUNICATIONS: Dividend ₹17.50. Q4 NET PROFIT 2.6B VS 10.4B (YOY). TRENT: Q4 EBITDA 9.3B VS 6.52B (YOY); EST 8.48B, margin 18.44% vs 15.46%. | 📊 Result / Dividend | BUY |
✍️ 📌 Monitor further developments / quarterly trend.
|
|
| 32 | TRENT: Q4 EBITDA beat. Trent approves 1:2 bonus share issue. Enviro Infra acquires PRA Bihar BESS for ₹15.51 Cr. | 📊 Result / Dividend | BUY |
✍️ 👕 1:2 bonus + EBITDA beat – retail star.
|
|
| 33 | TRENT: Q4 NET PROFIT 4.1B VS 3.2B (YOY); EST 3.75B. NSE Index Ends Down 0.81% at 24,378.10. Trent Dividend ₹6. | 📊 Result / Dividend | BUY |
✍️ 📌 Monitor further developments / quarterly trend.
|
|
| 34 | SBI LIFE: Q4 Net Premium 277B VS 239B. Q4 Net Profit 8.05B VS 8.1B (flat). BEL: Orders ₹5.69B. Godrej Properties: Targets ₹5 Lakh Cr market cap by 2031. | 📊 Result / Dividend | BUY |
✍️ 📊 Premium growth strong, profit flat – insurance steady.
|
|
| 35 | BEL Orders ₹5.69B. Godrej Properties target. Tata Power to consider Q4 results May 12. 360 ONE WAM Block Trade ₹42.44 Cr. | 📊 Result / Dividend | BUY |
✍️ 💰 Dividend ₹6 + AUM +26% – wealth management compounder.
|
|
| 36 | Jindal Steel: Nuvama cuts TP to ₹1,154 from ₹1,293, cuts FY26-28 EBITDA estimates. Samvardhana Motherson: EU clears deal. India permits Petronet LNG expansion. | 📊 Result / Dividend | NoAction |
✍️ 🏭 Nuvama TP cut – steel sector headwinds.
|
|
| 37 | SANGAM INDIA: Q4 EBITDA 1.01B VS 577M (YOY) || MARGIN 11.5% VS 7.86%. Dudigital Global: Contract from Embassy of India, Kuwait. HAVELLS: Final Dividend ₹6. | 📊 Result / Dividend | BUY |
✍️ 💡 Dividend ₹6 but margin contraction – consumer durable.
|
|
| 38 | HAVELLS: Dividend ₹6. Other income 2.96B VS 687M. Q4 Revenue 67.05B VS 65.44B (YOY). | 📊 Result / Dividend | BUY |
✍️ 💡 Dividend ₹6 but margin contraction – consumer durable.
|
|
| 39 | HAVELLS: Q4 EBITDA 7.3B VS 7.57B, margin 10.9% vs 11.57%. Q4 Net Profit 7.2B VS 5.2B. Volatility alert: KAYNES margin may increase. | 📊 Result / Dividend | NoAction |
✍️ 💡 Dividend ₹6 but margin contraction – consumer durable.
|
|
| 40 | TECH MAHINDRA: Q4 EBIT 20.8B VS 18.9B (QOQ), margin 13.82% vs 13.15%. Revenue 151B. New deal wins $1073M. | 📊 Result / Dividend | BUY |
✍️ 📌 Monitor further developments / quarterly trend.
|
|
| 📁 📌 Individual Stock News (4 items) | |||||
| 41 | Government Plans India Semiconductor Mission 2.0 with ₹1.2 Lakh Cr Budget (CG Power, Moschip Tech). | 📌 Individual Stock News | CAUTION |
✍️ 💻 ₹1.2L Cr boost – CG Power, Moschip beneficiaries.
|
|
| 42 | Cochin Shipyard: Government Plans To Upgrade To Navratna Status. | 📌 Individual Stock News | NoAction |
✍️ ⚓ Navratna upgrade – PSU re-rating potential.
|
|
| 43 | PNB Housing: Targets 18-20% retail loan growth, ₹1 Lakh Cr loan book. 360 One WAM: expects gradual improvement. | 📌 Individual Stock News | NoAction |
✍️ 💰 Dividend ₹6 + AUM +26% – wealth management compounder.
|
|
| 44 | Jio Financial Services: 50:50 JV with Allianz for General Insurance. Arvind: Subsidiary in Sharjah. Bengal Tea & Fabrics: Buys Assam Tea Estate for ₹45 Cr. | 📌 Individual Stock News | BUY |
✍️ 🏦 JV with Allianz – general insurance entry.
|
|
| # | 📅 Date / Time (stacked) |
📄 Cleaned Text (headline) | 🏷️ Category / Group | ⚡ Suggested Action | ✍️ Your Analysis |
|---|---|---|---|---|---|
| 📁 ADITYA BIRLA (1 items) | |||||
| 1 | Aditya Birla Sun Life AMC: Dividend ₹25.50. Mahindra & Mahindra Financial Services: NCD approval. STERLING AND WILSON RENEWABLE ENERGY: Q4 NET PROFIT 1.35B VS 550M (YOY). | 📊 Result / Dividend | BUY |
✍️ ☀️ Q4 profit jumps 145% – renewable energy momentum.
|
|
| 📁 DIXON (2 items) | |||||
| 2 | L&T Technology Services: JPMorgan Neutral with TP ₹3,600. Dixon Tech: UBS Buy with TP ₹13,800 (cut). | 📌 Individual Stock News | BUY |
✍️ 📱 UBS Buy but TP cut – near-term smartphone price headwinds.
|
|
| 3 | Dixon Tech: UBS Buy with TP ₹13,800. | 📌 Individual Stock News | BUY |
✍️ 📱 UBS Buy but TP cut – near-term smartphone price headwinds.
|
|
| 📁 Geopolitics (4 items) | |||||
| 4 | German Defence Minister Says Submarine Deal With India Could Be Signed Soon, Within 3 Months | 🌍 Macro / Geopolitical | NoAction |
✍️ 📌 Monitor further developments / earnings.
|
|
| 5 | NUMEROUS US CARGO AIRCRAFT CARRYING WEAPONS ARRIVED TODAY AT BEN GURION AIRPORT - ISRAELI CHANNEL 12. IRAN'S NEGOTIATING TEAM DIDN'T HOLD TALKS ON NUCLEAR ISSUES IN ISLAMABAD. DONALD TRUMP ALLEGED A 'RIGGED ELECTION' IN VIRGINIA. | 🌍 Macro / Geopolitical | HOLD |
✍️ 📌 Monitor further developments / earnings.
|
|
| 6 | DONALD TRUMP BACKED A REPUBLICAN-LED RECONCILIATION BILL TO FUND BORDER SECURITY. IRAN'S NEGOTIATING TEAM DIDN'T HOLD TALKS ON NUCLEAR ISSUES. | 🌍 Macro / Geopolitical | HOLD |
✍️ 📌 Monitor further developments / earnings.
|
|
| 7 | TRUMP AIMS TO FINALIZE DEALS WITH IRAN BY SUNDAY - ISRAEL BROADCASTING AUTHORITY | 🌍 Macro / Geopolitical | NoAction |
✍️ 📌 Monitor further developments / earnings.
|
|
| 📁 HAVELLS (1 items) | |||||
| 8 | India Rupee Opens At 94.00 Per Dollar Vs 93.79. Due to abnormal volatility in HAVELLS, DRREDDY & PPLPHARMA NSE may increase margin. | ⚠️ Volatility Alert | NoAction |
✍️ 📌 Monitor further developments / earnings.
|
|
| 📁 INTERGLOBE (1 items) | |||||
| 9 | InterGlobe Aviation: Morgan Stanley Overweight TP ₹5,913. L&T Technology Services: Nomura Neutral TP ₹3,510. | 🏦 Brokerage Call | BUY |
✍️ 📌 Monitor further developments / earnings.
|
|
| 📁 J KUMAR INFRA (1 items) | |||||
| 10 | J Kumar Infra: Co Wins Rs 25B Order, Market Cap Near Rs 40B. Aditya Birla Sun Life AMC: Recommends Final Dividend Of Rs 25.50 Per Share. Mahindra & Mahindra Financial Services: Approves Up To ₹1,000 Crore NCD's. | 🏭 Order / Contract | BUY |
✍️ 🏗️ Massive ₹25B order (62% of mcap) – strong rerating potential.
|
|
| 📁 Macro Indicators (2 items) | |||||
| 11 | India 10-Year Government Bond Yield At 6.9542% From 6.9225%. India Rupee Opens At 94.00. | 🌍 Macro / Geopolitical | NoAction |
✍️ 📌 Monitor further developments / earnings.
|
|
| 12 | Spot Silver Drops More Than 3% To $75.26. Brent Crude Holds Near $104 Per Barrel. | 🌍 Macro / Geopolitical | HOLD |
✍️ 📌 Monitor further developments / earnings.
|
|
| 📁 MAHINDRA (1 items) | |||||
| 13 | Mahindra & Mahindra Block Trade: Rs. 21.60 Cr. TATA TELESERVICES: Q4 EBITDA 1.62B VS 1.52B (YOY), margin 55.1%. | 📊 Result / Dividend | NoAction |
✍️ 📌 Monitor further developments / earnings.
|
|
| 📁 MUKAND (1 items) | |||||
| 14 | POSITIONAL CALL: BUY MUKAND AT 148 TARGET 210. Due to abnormal volatility in OFSS NSE may increase margin. | ⚠️ Volatility Alert | BUY |
✍️ 🔧 Positional buy target 210 – engineering turnaround play.
|
|
| 📁 ORACLE FINANCIAL (2 items) | |||||
| 15 | ORACLE FINANCIAL SERVICES SOFTWARE: CO DIVIDEND OF 270 RUPEES PER SHARE FOR FY2025-26. Brent Crude Futures Jump Over $3 To Reach Session High After EIA Reports Unexpected Fuel Stock Draws. | 🌍 Macro / Geopolitical | BUY |
✍️ 📌 Monitor further developments / earnings.
|
|
| 16 | ORACLE FINANCIAL SERVICES SOFTWARE: Q4 CONS NET PROFIT 8.4B RUPEES VS 6.4B (YOY) || Q4 REVENUE 20.65B. ORACLE FINANCIAL SERVICES SOFTWARE: Q4 EBITDA VS 7.64B (YOY) || EBITDA MARGIN 51.15%. Iran: Armed forces are fully alert. | 📊 Result / Dividend | NoAction |
✍️ 📌 Monitor further developments / earnings.
|
|
| 📁 Other News (2 items) | |||||
| 17 | NSE INDEX OPENS DOWN 0.72% IN PRE OPEN TRADE. L&T Technology Services: Nomura Neutral TP ₹3,510. | 🌍 Macro / Geopolitical | HOLD |
✍️ 📌 Monitor further developments / earnings.
|
|
| 18 | L&T Technology Services: ICICI Securities Hold TP ₹3,380. NSE INDEX OPENS DOWN 0.72%. | 🌍 Macro / Geopolitical | HOLD |
✍️ 📌 Monitor further developments / earnings.
|
|
| 📁 RAJESH POWER (1 items) | |||||
| 19 | RAJESH POWER SERVICES: Q4 CONS NET PROFIT 844M VS 670M (YOY). Tata Motors Passenger: JLR Will Recall 170,000 Vehicles In North America | 📊 Result / Dividend | NoAction |
✍️ 📌 Monitor further developments / earnings.
|
|
| 📁 SARLA (3 items) | |||||
| 20 | SARLA PERFORMANCE: Q4 CONS NET LOSS 596M VS 127M (YOY). Tata Communications: Macquarie Outperform TP ₹2,210. | 🏦 Brokerage Call | BUY |
✍️ 📉 Net loss widens – exceptional items weigh. Avoid until turnaround.
|
|
| 21 | SARLA PERFORMANCE: Net Loss 596M. Tata Communications: Outperform TP ₹2,210. | 🏦 Brokerage Call | BUY |
✍️ 📉 Net loss widens – exceptional items weigh. Avoid until turnaround.
|
|
| 22 | SARLA PERFORMANCE: Exceptional item 771M, tax expense 119M. Net Loss 596M. | 📊 Result / Dividend | CAUTION |
✍️ 📉 Net loss widens – exceptional items weigh. Avoid until turnaround.
|
|
| 📁 SOLEX ENERGY (1 items) | |||||
| 23 | Solex Energy: Co. To Showcase Advanced Solar Technologies At Renew X, Chennai 2026 | 📌 Individual Stock News | NoAction |
✍️ 📌 Monitor further developments / earnings.
|
|
| 📁 TATA CONSULTANCY (2 items) | |||||
| 24 | Tata Consultancy Services: Morgan Stanley Overweight with Target Price ₹2,880. India 10-Year Bond Yield 6.9542%. | 🏦 Brokerage Call | BUY |
✍️ 📌 Monitor further developments / earnings.
|
|
| 25 | Tata Elxsi: Morgan Stanley Underweight with TP ₹4,200 (cut). Tata Consultancy Services: Morgan Stanley Overweight TP ₹2,880. | 🏦 Brokerage Call | BUY |
✍️ 📌 Monitor further developments / earnings.
|
|
| 📁 TATA ELXSI (1 items) | |||||
| 26 | InterGlobe Aviation: Morgan Stanley Overweight TP ₹5,913 (cut). Tata Elxsi: Underweight TP ₹4,200. | 🏦 Brokerage Call | BUY |
✍️ 📌 Monitor further developments / earnings.
|
|
| 📁 TRENT (6 items) | |||||
| 27 | Trent: Citigroup on Trent Limited Sell with Target Price ₹4,100 (raised) as 4Q beat driven by strong 20% YoY revenue growth. Tech Mahindra: HDFC Securities Add with TP ₹1,510. | 🏦 Brokerage Call | SELL |
✍️ ⚠️ Mixed views: Citi Sell vs Bernstein/HDFC Buy – divergence.
|
|
| 28 | Trent: Bernstein Outperform with TP ₹5,000. Trent: Citigroup Sell TP ₹4,100. | 🏦 Brokerage Call | BUY |
✍️ ⚠️ Mixed views: Citi Sell vs Bernstein/HDFC Buy – divergence.
|
|
| 29 | Trent: HSBC Buy with TP ₹4,830. Trent: Bernstein Outperform TP ₹5,000. | 🏦 Brokerage Call | BUY |
✍️ 📌 Monitor further developments / earnings.
|
|
| 30 | Trent: HDFC Securities Add with TP ₹4,500. Tech Mahindra: Jefferies Underperform TP ₹1,225. | 🏦 Brokerage Call | SELL |
✍️ 📌 Monitor further developments / earnings.
|
|
| 31 | Trent: Jefferies Hold with TP ₹4,675. Tech Mahindra: Jefferies Underperform TP ₹1,225. | 🏦 Brokerage Call | SELL |
✍️ 📌 Monitor further developments / earnings.
|
|
| 32 | Trent: Jefferies Hold TP ₹4,675. | 📌 Individual Stock News | HOLD |
✍️ 📌 Monitor further developments / earnings.
|
|
| 📁 UNION BANK (6 items) | |||||
| 33 | UNION BANK OF INDIA: FRESH SLIPPAGES 20.2B VS 16.6B (QOQ). Bikaji Foods International: Co Announces Death Of Founder. AU SMALL FINANCE BANK LTD.: RS. 97.59 CRORES NSE BLOCK TRADE; FOR ~ 924,542 SHARES, AT RS. 1055.50 | 📈 Bulk / Block Deal | NoAction |
✍️ 📌 Monitor further developments / earnings.
|
|
| 34 | RAJESH POWER SERVICES: Q4 REVENUE 9.9B VS 7.9B (YOY). UNION BANK OF INDIA: Q4 NET PROFIT 53.2B VS 49.8B (YOY). UNION BANK: NIM 2.64% VS 2.76% (QOQ). | 📊 Result / Dividend | NoAction |
✍️ 📌 Monitor further developments / earnings.
|
|
| 35 | UNION BANK Q4 NET PROFIT 53.2B. UNION BANK NIM 2.64%. POSITIONAL CALL: AU SMALL FIN BANK BUY CALL BOOK PROFIT. | 📊 Result / Dividend | BUY |
✍️ 📌 Monitor further developments / earnings.
|
|
| 36 | UNION BANK NIM 2.64%. POSITIONAL CALL: AU SMALL FIN BANK BOOK PROFIT. UNION BANK PROVISIONS 4.2B VS 2.3B (QOQ). | 📊 Result / Dividend | NoAction |
✍️ 📌 Monitor further developments / earnings.
|
|
| 37 | UNION BANK: PROVISIONS 4.2B VS 2.3B. Mahindra & Mahindra Block Trade: Rs. 21.60 Cr. UNION BANK: Dividend ₹5. | 📈 Bulk / Block Deal | BUY |
✍️ 📌 Monitor further developments / earnings.
|
|
| 38 | UNION BANK: Dividend ₹5. UNION BANK Q4 Interest Earned 264B VS 276.95B (YOY). CHOLAMANDALAM INVESTMENT: Rs. 52.86 Cr Block Trade. | 📊 Result / Dividend | BUY |
✍️ 📌 Monitor further developments / earnings.
|
|
| # | 📅 Date / Time (stacked) |
📄 Cleaned Text (headlines) | 📖 Translation | ⚡ Action | 💡 Jay Bharat Idea & Notes |
|---|---|---|---|---|---|
| 1 | Smartworks: Expands Managed Office Deal Across Multiple Cities With Forbes 2000 Global Customer; Seats Top 5,000. Indus Towers: IIFL Says Dividend Or Share Buyback Could Be Announced Alongside Q4 Results — CNBC-TV18 |
📌 Shareholder reward – positive cash return.
|
BUY |
💡 📡 IIFL hints dividend/buyback – potential catalyst.
|
|
| 2 | FII Investors Sell India Shares Worth Rs 8,167.17 Crore, While DII Investors Buy Net Rs 8,088.70 Crore Today |
📌 Positive brokerage stance – expected upside.
|
BUY |
💡 📌 Monitor earnings / management commentary.
|
|
| 3 | Blue Cloud Softech: Company Announces Strategic All-Share Buyout Of Global ImP X Inc To Build An AI-Driven Energy And Digital Infrastructure Platform, Valuing The Target At Rs 372.8 Crore |
📌 Positive brokerage stance – expected upside.
|
BUY |
💡 📌 Monitor earnings / management commentary.
|
|
| 4 | FII Sell Net Rupees 8,692.11 Cr Of India Shares Today || DII Buy Net Rupees 7,979.50 Cr |
📌 Foreign outflows, domestic buying offsets – volatility likely.
|
BUY |
💡 📌 Monitor earnings / management commentary.
|
|
| 5 | Zydus Life: Receives Final USFDA Approval For Dapagliflozin 5 Mg And 10 Mg Tablets, After Annual Sales Of $10.2 Billion |
📌 Regulatory approval – opens large market opportunity.
|
NoAction |
💡 💊 Dapagliflozin approval – $10B+ market, generic opportunity.
|
|
| 6 | Lupin: Co Gets US Approval For Dapagliflozin Plus Metformin Hydrochloride Tablets. Qatar Begins Work To Resume Production At LNG Export Hub. NHPC: CO Approved Investment For 1,720 MW Kamala Hydroelectric Project Worth Rs 260.7 Billion |
📌 Corporate action / earnings / market update.
|
NoAction |
💡 💊 Dapagliflozin approval – $10B+ market, generic opportunity.
|
|
| 7 | Anand Rathi Wealth: Co Approves Final Dividend Of Rs. 7 Per Share. Dilip Buildcon: Company Declared As L1 Bidder For Rs 268 Crore EPC Project For Ged Barrage On Sabarmati River. |
📌 Shareholder reward – positive cash return.
|
BUY |
💡 💰 ₹7 dividend – wealth management co, steady yield.
|
|
| 8 | POSITIONAL CALL: BUY TCS (NSE Symbol TCS) AT 2590 FOR TARGET Of 2850, STOP LOSS 2440. |
📌 Derivative/equity long recommendation (speculative, high risk).
|
BUY |
💡 💻 Positional buy target 2850 – IT bellwether.
|
|
| 9 | TATA CONSULTANCY SERVICES: CO RECOMMENDED A FINAL DIVIDEND OF RS 31 PER EQUITY SHARE |
📌 Shareholder reward – positive cash return.
|
BUY |
💡 📌 Monitor earnings / management commentary.
|
|
| 10 | POSITIONAL CALL: BUY TEJAS NETWORKS (NSE Symbol TEJASNET) AT 458.5 FOR TARGET OF 600, STOP LOSS 380. |
📌 Derivative/equity long recommendation (speculative, high risk).
|
BUY |
💡 📡 Positional buy target 600 – defence/telecom equipment.
|
|
| 11 | POSITIONAL CALL: BUY INDIA GLYCOLS (NSE Symbol INDIAGLYCO) AT 932 FOR TARGET Of 1100, STOP LOSS 840. |
📌 Derivative/equity long recommendation (speculative, high risk).
|
BUY |
💡 📌 Monitor earnings / management commentary.
|
|
| 12 | Titan Company: Morgan Stanley maintains Overweight with Target Price ₹5,102 (raised from ₹4,529), citing strong jewellery demand driving 4–8% revenue upgrades, 3–5% EPS increase. |
📌 Positive brokerage stance – expected upside.
|
BUY |
💡 💍 MS Overweight TP ₹5102 – jewellery demand strong.
|
|
| 13 | NSE Index Ends Up 1.16% Or +275.50 Points At 24,050.60 |
📌 Corporate action / earnings / market update.
|
NoAction |
💡 📌 Monitor earnings / management commentary.
|
|
| 14 | HCC: Investor Mukul Agrawal Boosts Stake From 1.68% To 1.91% In Q4 |
📌 Corporate action / earnings / market update.
|
NoAction |
💡 📈 Ace investor stake increase – sentiment positive.
|
|
| 15 | Tata Consultancy Services: Morgan Stanley maintains Overweight with Target Price ₹2,880 (cut from ₹3,540), citing in-line Q4 with slight geographic improvement, cautious FY27 outlook. |
📌 Positive brokerage stance – expected upside.
|
BUY |
💡 📌 Monitor earnings / management commentary.
|
|
| 16 | Delhivery: HSBC maintains Hold with Target Price ₹500 (raised), citing resilient share performance despite Middle East fuel inflation concerns, strong near-term demand. |
📌 Corporate action / earnings / market update.
|
HOLD |
💡 📌 Monitor earnings / management commentary.
|
|
| 17 | Tata Consultancy Services: JPMorgan maintains Overweight with Target Price ₹3,150, citing Q4 revenue beat, strong $12bn deal wins, 28% QoQ AI revenue growth. |
📌 Positive brokerage stance – expected upside.
|
BUY |
💡 📌 Monitor earnings / management commentary.
|
|
| 18 | Tata Consultancy Services: Kotak Institutional Equities maintains Buy with Target Price ₹3,100, citing strong bookings with three mega deals. |
📌 Positive brokerage stance – expected upside.
|
BUY |
💡 📌 Monitor earnings / management commentary.
|
|
| 19 | Shriram Finance: Morgan Stanley maintains Overweight with Target Price ₹1,325, citing AAA upgrade by ICRA post MUFG deal, improving credit profile. |
📌 Positive brokerage stance – expected upside.
|
BUY |
💡 🏦 MS Overweight TP ₹1325 – AAA upgrade post MUFG deal.
|
|
| 20 | Tata Consultancy Services: InCred maintains Add with Target Price ₹3,052 (cut from ₹3,663), citing modest beat but cautious demand outlook. |
📌 Corporate action / earnings / market update.
|
NoAction |
💡 📌 Monitor earnings / management commentary.
|
|
| 21 | Tata Consultancy Services: Jefferies maintains Underperform with Target Price ₹2,275, citing margin miss, weak BFSI growth, flat deal bookings. |
📌 Negative brokerage view – expected underperformance.
|
SELL |
💡 📌 Monitor earnings / management commentary.
|
|
| 22 | Tata Consultancy Services: CLSA maintains Outperform with Target Price ₹2,985, citing strong GenAI revenue growth ($2.3bn annualised). |
📌 Corporate action / earnings / market update.
|
BUY |
💡 📌 Monitor earnings / management commentary.
|
|
| 23 | Tata Consultancy Services: Citi maintains Sell with Target Price ₹2,250, citing FY26 revenue decline of 2.4% YoY CC, headcount decline. |
📌 Negative brokerage view – expected underperformance.
|
SELL |
💡 📌 Monitor earnings / management commentary.
|
|
| 24 | Tata Consultancy Services: Goldman Sachs maintains Buy with Target Price ₹2,710, citing strong deal wins including three mega deals. |
📌 Positive brokerage stance – expected upside.
|
BUY |
💡 📌 Monitor earnings / management commentary.
|
|
| 25 | Vakrangee: Ties Up With IndiaFirst Life Insurance To Sell Life Insurance Through Vakrangee Kendra Network, Expanding Coverage In Underserved Areas. |
📌 Negative brokerage view – expected underperformance.
|
SELL |
💡 🏪 Insurance tie-up – expanding last-mile distribution.
|
|
| 26 | Mahindra & Mahindra: Co Divests 99.04% Stake In Erkun Foundry, Turkey, To Hisarlar Makina For ₹256 Cr, Using Funds To Pay Off Debt Ahead Of Schedule. |
📌 Corporate action / earnings / market update.
|
NoAction |
💡 🚜 Turkey subsidiary sale – debt reduction positive.
|
|
| 27 | Muthoot Finance: Company Board Approves ₹30 Dividend Per Share. |
📌 Shareholder reward – positive cash return.
|
BUY |
💡 💰 ₹30 dividend – gold financier, high yield.
|
|
| 28 | Foreign Investors Buys India Shares Net Rs 672.09 Crore Today, While Domestic Investors Buys Net Rs 410.05 Crore. |
📌 Foreign inflows positive for sentiment.
|
BUY |
💡 📌 Monitor earnings / management commentary.
|
|
| 29 | POSITIONAL CALL: BUY BHARTI AIRTEL AT 1889 FOR TARGET 2200, STOP LOSS 1810. |
📌 Derivative/equity long recommendation (speculative, high risk).
|
BUY |
💡 📌 Monitor earnings / management commentary.
|
|
| 30 | NSE Index Ends Down 0.86% Or -207.95 Points At 23,842.65. Government Says Commercial LPG Supply Is Back Up To 70%. |
📌 Corporate action / earnings / market update.
|
NoAction |
💡 📌 Monitor earnings / management commentary.
|
|
| 31 | FIIs Sell Net ₹1,983.18 Crore In Indian Shares, While DIIs Buy Net ₹2,432.30 Crore. LIC: Board Approves 1:1 Bonus Share Issue. |
📌 Positive brokerage stance – expected upside.
|
BUY |
💡 🏦 1:1 bonus share – PSU giant, retail sentiment boost.
|
|
| 32 | POSITIONAL CALL: BUY PB FINTECH (POLICYBAZAAR) AT 1538 FOR TARGET 1800, STOP LOSS 1380. |
📌 Derivative/equity long recommendation (speculative, high risk).
|
BUY |
💡 📌 Monitor earnings / management commentary.
|
|
| 33 | HDFC AMC: Q4 REVENUE 10.5B VS 9B (YoY). POSITIONAL CALL: BUY SYNGENE AT 434 TARGET 570. |
📌 Derivative/equity long recommendation (speculative, high risk).
|
BUY |
💡 📌 Monitor earnings / management commentary.
|
|
| 34 | HDFC AMC: Q4 NET PROFIT 6.23B VS 6.4B. ADANI PORTS BLOCK TRADE. HDFC AMC DIVIDEND ₹54. |
📌 Shareholder reward – positive cash return.
|
BUY |
💡 📌 Monitor earnings / management commentary.
|
|
| 35 | WAAREE RENEWABLE: Q4 EBITDA 2.06B VS 1.26B. Angel One raises borrowing limit to ₹200B. |
📌 Corporate action / earnings / market update.
|
NoAction |
💡 ☀️ Strong Q4 profit growth (65% YoY) – solar energy leader.
|
|
| 36 | WAAREE RENEWABLE: Q4 NET PROFIT 1.55B VS 938M. Angel One: Q4 EBITDA 6B VS 3.43B, margin 41%. |
📌 Quarterly earnings release – compare YoY/QoQ trends.
|
NoAction |
💡 ☀️ Strong Q4 profit growth (65% YoY) – solar energy leader.
|
|
| 37 | VST INDUSTRIES: Final Dividend ₹12. Q4 Net Profit 1.16B VS 513M, Revenue 6.9B VS 4.54B. |
📌 Shareholder reward – positive cash return.
|
BUY |
💡 📊 Dividend ₹12 + profit doubled – strong tractor/auto ancillary.
|
|
| 38 | VST INDUSTRIES: Q4 EBITDA 2.08B VS 695M, margin 30.23% VS 15.32%. Dow Jones +108 pts. |
📌 Corporate action / earnings / market update.
|
NoAction |
💡 📊 Dividend ₹12 + profit doubled – strong tractor/auto ancillary.
|
|
| 39 | POSITIONAL CALL: BUY CONCORD BIOTECH AT 1100 TARGET 1450, STOP 980. |
📌 Derivative/equity long recommendation (speculative, high risk).
|
BUY |
💡 💊 Positional buy target 1450 – biopharma speciality.
|
|
| 40 | POSITIONAL CALL: BUY FEDERAL BANK AT 290 TARGET 330, STOP 270. |
📌 Derivative/equity long recommendation (speculative, high risk).
|
BUY |
💡 🏦 Positional buy target 330 – valuation attractive.
|
|
| 41 | POSITIONAL CALL: BUY ANGEL ONE AT 316.75 TARGET 430, STOP 243. |
📌 Derivative/equity long recommendation (speculative, high risk).
|
BUY |
💡 📈 Q4 EBITDA doubled – brokerage growth story.
|
|
| 42 | POSITIONAL CALL: BUY SBI AT 1077 TARGET 1160, STOP 1044. |
📌 Derivative/equity long recommendation (speculative, high risk).
|
BUY |
💡 🏦 Positional buy target 1160 – PSU bank recovery.
|
|
| 43 | ICICI BANK: Q4 INTEREST EARNED 433B VS 424B (YoY). |
📌 Corporate action / earnings / market update.
|
NoAction |
💡 📌 Monitor earnings / management commentary.
|
|
| 44 | ICICI BANK: Q4 GNPA 1.40% VS 1.53% (QoQ) || NNPA 0.33% VS 0.37% (QoQ). Provisions 961M VS 25.55B (QoQ). |
📌 Asset quality update – lower NPAs indicate improving credit health.
|
BUY (improving asset quality) |
💡 📌 Monitor earnings / management commentary.
|
|
| 45 | YES BANK: Q4 GNPA 1.3% VS 1.5% (QoQ) || NNPA 0.2% VS 0.3% (QoQ). |
📌 Asset quality update – lower NPAs indicate improving credit health.
|
BUY (improving asset quality) |
💡 🏦 Asset quality improves – turnaround story.
|
|
| 46 | Interarch Building Solutions: Secures Rs 60 Crore Order. ICICI BANK: Final Dividend ₹12. |
📌 Shareholder reward – positive cash return.
|
BUY |
💡 📌 Monitor earnings / management commentary.
|
|
| 47 | HDFC BANK: Q4 GNPA 1.15% VS 1.24% (QoQ) || NNPA 0.38% VS 0.42% (QoQ). Dividend ₹13. |
📌 Shareholder reward – positive cash return.
|
BUY |
💡 📌 Monitor earnings / management commentary.
|
| # | 📅 Date / Time (stacked) |
📄 Cleaned Text (headlines) | 📖 Translation | ⚡ Action | 💡 Jay Bharat Idea & Notes |
|---|---|---|---|---|---|
| 1 | Tata Consultancy Services: Goldman Sachs maintains Buy with Target Price ₹2,710, citing strong deal wins including three mega deals, sequential growth across most verticals. JSW Steel: Morgan Stanley maintains Overweight with Target Price ₹1,330, citing temporary 4Q production impact... potential ~$2bn buyback (~8...) |
📌 Brokerage rating update – direction depends on rating.
|
BUY |
💡 🏭 MS Overweight TP ₹1330 – temporary production impact, buyback potential.
|
|
| 2 | Vakrangee: Ties Up With IndiaFirst Life Insurance To Sell Life Insurance Through Vakrangee Kendra Network, Expanding Coverage In Underserved Areas. |
📌 Corporate action / earnings / market update.
|
SELL |
💡 🏪 Insurance tie-up – expanding last-mile distribution.
|
|
| 3 | Mahindra & Mahindra: Co Divests 99.04% Stake In Erkun Foundry, Turkey, To Hisarlar Makina For ₹256 Cr, Using Funds To Pay Off Debt Ahead Of Schedule. Parth Electricals & Engineering: Bags First Order Of FY27 From Tata Power Central Odisha For 11KV Compact Substations. |
📌 Corporate action / earnings / market update.
|
BUY |
💡 🚜 Turkey subsidiary sale – debt reduction positive.
|
|
| 4 | Muthoot Finance: Company Board Approves ₹30 Dividend Per Share. |
📌 Shareholder reward – positive cash return.
|
BUY |
💡 💰 ₹30 dividend – gold financier, high yield.
|
|
| 5 | Foreign Investors Buys India Shares Net Rs 672.09 Crore Today, While Domestic Investors Buys Net Rs 410.05 Crore. Monarch Surveyors And Engineering: Company Board Approves 100% Purchase Of Australian Firm GM & FE Ryan. |
📌 Positive brokerage stance – expected upside.
|
BUY |
💡 📌 Monitor earnings / management commentary.
|
|
| 6 | POSITIONAL CALL: BUY BHARTI AIRTEL (NSE Symbol BHARTIARTL) AT 1889 FOR TARGET Of 2200, STOP LOSS 1810. |
📌 Derivative/equity long recommendation (speculative, high risk).
|
BUY |
💡 📡 Positional buy target 2200 – telecom tailwind.
|
|
| 7 | NSE Index Ends Down 0.86% Or -207.95 Points At 23,842.65. Government Says Commercial LPG Supply Is Back Up To 70%. Goldiam International Ltd: Opens New Origem Retail Store In Malad, Mumbai. |
📌 Corporate action / earnings / market update.
|
NoAction |
💡 📌 Monitor earnings / management commentary.
|
|
| 8 | FIIs Sell Net ₹1,983.18 Crore In Indian Shares, While DIIs Buy Net ₹2,432.30 Crore Today. Life Insurance Corporation Of India: Board Approves 1:1 Bonus Share Issue. |
📌 Positive brokerage stance – expected upside.
|
BUY |
💡 📌 Monitor earnings / management commentary.
|
|
| 9 | PhysicsWallah: Company Says It Stays in Ongoing Talks With Relevant Parties, Clarifies Report About Buying A Stake In Test-Prep Platform 'Rojgar With Ankit'. |
📌 Positive brokerage stance – expected upside.
|
BUY |
💡 📌 Monitor earnings / management commentary.
|
|
| 10 | POSITIONAL CALL: BUY PB FINTECH (POLICYBAZAAR) AT 1538 FOR TARGET Of 1800, STOP LOSS 1380. |
📌 Derivative/equity long recommendation (speculative, high risk).
|
BUY |
💡 📌 Monitor earnings / management commentary.
|
|
| 11 | HDFC AMC: Q4 REVENUE 10.5B RUPEES VS 9B (YOY). POSITIONAL CALL: BUY SYNGENE INTERNATIONAL AT 434 FOR TARGET Of 570. |
📌 Derivative/equity long recommendation (speculative, high risk).
|
BUY |
💡 📊 ₹54 dividend + Q4 revenue beat – wealth management play.
|
|
| 12 | HDFC AMC: Q4 SL NET PROFIT 6.23B RUPEES VS 6.4B (YOY). ADANI PORTS: RS. 54.41 CRORES NSE BLOCK TRADE. HDFC AMC: CO DECLARED DIVIDEND OF 54 RS PER SHARE. |
📌 Shareholder reward – positive cash return.
|
BUY |
💡 📊 ₹54 dividend + Q4 revenue beat – wealth management play.
|
|
| 13 | HDFC AMC: DIVIDEND 54 RS. ADANI PORTS: RS. 141.28 CRORES BLOCK TRADE. SG FINSERVE: Q4 REVENUE 1.05B VS 541M (YOY). Zydus Lifesciences: Receives USFDA Approval For Oncology Injectable Facility. |
📌 Shareholder reward – positive cash return.
|
BUY |
💡 📊 ₹54 dividend + Q4 revenue beat – wealth management play.
|
|
| 14 | SG FINSERVE: Q4 REVENUE +94% YoY. Zydus Lifesciences: USFDA nod for oncology injectable facility. Mahindra & Mahindra Ltd.: Rs. 29.52 Crores Block Trade. |
📌 Quarterly earnings release – compare YoY/QoQ trends.
|
NoAction |
💡 📌 Monitor earnings / management commentary.
|
|
| 15 | WAAREE RENEWABLE TECH: Q4 EBITDA 2.06B VS 1.26B (YoY) || Q4 EBITDA MARGIN 18.76% VS 26.51% (YoY). Angel One: Company Raises Borrowing Limit Up To ₹200 Billion. |
📌 Quarterly earnings release – compare YoY/QoQ trends.
|
NoAction |
💡 📈 Q4 EBITDA doubled + borrowing limit hike – brokerage growth.
|
|
| 16 | WAAREE RENEWABLE TECH: Q4 CONS NET PROFIT 1.55B VS 938M (YoY) || Q4 REVENUE 11B VS 4.76B (YoY). Angel One: Q4 EBITDA 6B VS 3.43B (YoY) || Q4 EBITDA MARGIN 41.02% VS 32.45% (YoY). |
📌 Quarterly earnings release – compare YoY/QoQ trends.
|
NoAction |
💡 📈 Q4 EBITDA doubled + borrowing limit hike – brokerage growth.
|
|
| 17 | FII BUY NET RUPEES 382 CR OF INDIA SHARES TODAY || DII SELL NET RUPEES 3428 CR. CESC: Signs Deals For 600 MW Wind-Solar Hybrid Projects. Iran's Planned Strait Of Hormuz Toll To Be Paid Via Iranian Banks. |
📌 Foreign inflows positive for sentiment.
|
BUY |
💡 📌 Monitor earnings / management commentary.
|
|
| 18 | VST INDUSTRIES: CO RECOMMENDS FINAL DIVIDEND OF 12 RUPEES PER SHARE. VST INDUSTRIES: Q4 SL NET PROFIT 1.16B VS 513M (YoY) || Q4 REVENUE 6.9B VS 4.54B (YoY). |
📌 Shareholder reward – positive cash return.
|
BUY |
💡 📊 Dividend ₹12 + profit doubled – strong tractor/auto ancillary.
|
|
| 19 | VST INDUSTRIES: Q4 EBITDA 2.08B VS 695M (YoY) || Q4 EBITDA MARGIN 30.23% VS 15.32% (YoY). DOW JONES UP 107.94 POINTS AT 48,571.66. S&P 500 UP 9.61 POINTS AT 7,032.56. |
📌 Quarterly earnings release – compare YoY/QoQ trends.
|
NoAction |
💡 📊 Dividend ₹12 + profit doubled – strong tractor/auto ancillary.
|
|
| 20 | ALOK INDUSTRIES: Q4 CONS NET LOSS 1.9B VS LOSS 745M (YoY) || Q4 REVENUE 9.82B VS 9.53B (YoY). U.S. Military Expands Iran Shipping Blockade. |
📌 Quarterly earnings release – compare YoY/QoQ trends.
|
CAUTION |
💡 📌 Monitor earnings / management commentary.
|
|
| 21 | Larsen & Toubro Ltd.: Rs. 25.39 Cr Block Trade. POSITIONAL CALL: BUY CONCORD BIOTECH AT 1100 FOR TARGET 1450, STOP LOSS 980. |
📌 Derivative/equity long recommendation (speculative, high risk).
|
BUY |
💡 💊 Positional buy target 1450 – biopharma speciality.
|
|
| 22 | NECC: Company Becomes Highest Bidder in E-Auction for Delhi Commercial Tower. POSITIONAL CALL: BUY FEDERAL BANK AT 290 FOR TARGET 330, STOP LOSS 270. |
📌 Derivative/equity long recommendation (speculative, high risk).
|
BUY |
💡 🏦 Positional buy target 330 – valuation attractive.
|
|
| 23 | Aurionpro: Launches Fintra, Its First AI-Native Trade Finance Platform. POSITIONAL CALL: BUY ANGEL ONE AT 316.75 FOR TARGET 430, STOP LOSS 243. |
📌 Derivative/equity long recommendation (speculative, high risk).
|
BUY |
💡 📈 Q4 EBITDA doubled + borrowing limit hike – brokerage growth.
|
|
| 24 | POSITIONAL CALL: BUY SBI AT 1077 FOR TARGET 1160, STOP LOSS 1044. |
📌 Derivative/equity long recommendation (speculative, high risk).
|
BUY |
💡 🏦 Positional buy target 1160 – PSU bank recovery.
|
|
| 25 | YES BANK: Q4 GNPA 1.3% VS 1.5% (QoQ) || Q4 NNPA 0.2% VS 0.3% (QoQ). |
📌 Asset quality update – lower NPAs indicate improving credit health.
|
BUY (improving asset quality) |
💡 🏦 Asset quality improves (GNPA 1.3%) – turnaround story.
|
|
| 26 | Interarch Building Solutions: Company Secures Rs 60 Crore Domestic Order For PEB Project. ICICI BANK: BANK RECOMMENDED A FINAL DIVIDEND OF RUPEES 12 PER EQUITY SHARE. |
📌 Shareholder reward – positive cash return.
|
BUY |
💡 📌 Monitor earnings / management commentary.
|
|
| 27 | HDFC BANK: Q4 GNPA 1.15% VS 1.24% (QoQ) || Q4 NNPA 0.38% VS 0.42% (QoQ). HDFC BANK: BANK RECOMMENDED A FINAL DIVIDEND OF RUPEES 13 PER EQUITY SHARE. |
📌 Shareholder reward – positive cash return.
|
BUY |
💡 📌 Monitor earnings / management commentary.
|
|
| 28 | NETWORK18 MEDIA & INVESTMENTS: Q4 EBITDA 306M VS 190M (YoY) || Q4 EBITDA MARGIN 4.97%. HDFC BANK: Q4 asset quality improvement. |
📌 Quarterly earnings release – compare YoY/QoQ trends.
|
NoAction |
💡 📌 Monitor earnings / management commentary.
|
|
| 29 | ICICI BANK: Q4 INTEREST EARNED 433B VS 424B (YoY). ICICI BANK: Q4 SL NET PROFIT 137B VS 126.3B (YoY). |
📌 Quarterly earnings release – compare YoY/QoQ trends.
|
NoAction |
💡 📌 Monitor earnings / management commentary.
|
|
| 30 | ANGEL ONE: Q4 EBITDA 6B VS 3.43B (YoY) || Q4 EBITDA MARGIN 41.02% VS 32.45% (YoY). ANGEL ONE: Q4 CONS NET PROFIT 3.2B VS 1.75B (YoY) || Q4 REVENUE 14.5B VS 10.6B (YoY). US NATURAL GAS STORAGE ACTUAL: 59B VS 50B PREVIOUS. |
📌 Quarterly earnings release – compare YoY/QoQ trends.
|
NoAction |
💡 📈 Q4 EBITDA doubled + borrowing limit hike – brokerage growth.
|
| # | 📅 Date / Time (stacked) |
📄 Cleaned Text (headlines) | 📖 Translation | ⚡ Action | 💡 Jay Bharat Idea & Notes |
|---|---|---|---|---|---|
| 1 | Smartworks: Expands Managed Office Deal Across Multiple Cities With Forbes 2000 Global Customer; Seats Top 5,000. Indus Towers: IIFL Says Dividend Or Share Buyback Could Be Announced Alongside Q4 Results — CNBC-TV18 |
📌 Shareholder reward – positive cash return.
|
BUY |
💡 🏢 Managed office expansion – commercial real estate play.
|
|
| 2 | FII Investors Sell India Shares Worth Rs 8,167.17 Crore, While DII Investors Buy Net Rs 8,088.70 Crore Today |
📌 Positive brokerage stance – expected upside.
|
BUY |
💡 📌 Monitor further news / earnings flow.
|
|
| 3 | TRUMP: IF A CERTAIN PRESIDENT HAD DONE HIS JOB, NORTH KOREA WOULDN'T HAVE NUCLEAR WEAPONS NOW. TRUMP: SOUTH KOREA, AUSTRALIA & JAPAN DIDN'T HELP US; WE HAVE 50,000 TROOPS IN JAPAN & 45,000 IN... SAUDI ARABIA, QATAR & UAE HAVE BEEN HELPFUL TO THE US |
📌 Corporate action / market update / brokerage research.
|
NoAction |
💡 📌 Monitor further news / earnings flow.
|
|
| 4 | Blue Cloud Softech: Company Buyout Of Global ImP X Inc To Build An AI-Driven Energy And Digital Infrastructure Platform, Valuing The Target At Rs 372.8. JUST DIAL: CO TO CONSIDER Q4 RESULT ON APRIL 13 |
📌 Positive brokerage stance – expected upside.
|
BUY |
💡 📌 Monitor further news / earnings flow.
|
|
| 5 | Fii Sell Net Rupees 8,692.11 Cr Of India Shares Today || Dii Buy Net Rupees 7,979.50 Cr |
📌 Foreign outflows, domestic buying partially offsets – volatility likely.
|
BUY |
💡 📌 Monitor further news / earnings flow.
|
|
| 6 | Zydus Life: Receives Final USFDA Approval For Dapagliflozin 5 Mg And 10 Mg Tablets, After Annual Sales Of $10.2 Billion. Due to abnormal volatility in GODFRYPHLP, RVNL, GMRAIRPORT, IRFC, BANKNIFTY, FINNIFTY & IRED... POSITIONAL CALL: OUR BUY CALL OF CARTRADE TECH ON 07.04.2026 AT 1822 IS NOW 1882. BOOK PROFIT. |
📌 USFDA approval for Dapagliflozin (diabetes drug) – large market opportunity.
|
BUY |
💡 💊 Dapagliflozin approval – $10B+ market, generic opportunity.
|
|
| 7 | Lupin: Co Gets US Approval For Dapagliflozin Plus Metformin Hydrochloride Tablets. Qatar Begins Work To Resume Production At LNG Export Hub. NHPC: CO Approved Investment For 1,720 MW Kamala Hydroelectric Project Worth Rs 260.7 Billion |
📌 USFDA approval for Dapagliflozin (diabetes drug) – large market opportunity.
|
NoAction |
💡 💊 Dapagliflozin approval – $10B+ market, generic opportunity.
|
|
| 8 | HDFC Asset Management Company: HSBC on HDFC Asset Management maintains Hold with Target Price ₹2,580 as weak equity markets create dual pressure on AMC earnings and growth, with life insurers most impacted. |
📌 Brokerage rating update – direction depends on rating.
|
HOLD |
💡 📌 Monitor further news / earnings flow.
|
|
| 9 | Anand Rathi Wealth: Co Approves Final Dividend Of Rs. 7 Per Share. Dilip Buildcon: Company Declared As L1 Bidder For Rs 268 Crore EPC Project For Ged Barrage On Sabarmati River. World Bank: India's FY27 Current Account Deficit Seen Rising To 1.8% Of GDP As Energy Import Costs Climb |
📌 Shareholder reward – positive cash return.
|
BUY |
💡 💰 ₹7 dividend – wealth management co, steady yield.
|
|
| 10 | POSITIONAL CALL: BUY TCS (NSE Symbol TCS) AT 2590 FOR TARGET Of 2850, STOP LOSS 2440. Cipla Ltd.: Rs. 18.49 Crores NSE Block Trade; for ~ 150,461 Shares, at Rs. 1228.80 |
📌 Derivative/equity long recommendation (speculative, high risk).
|
BUY |
💡 📌 Monitor further news / earnings flow.
|
|
| 11 | TATA CONSULTANCY SERVICES: CO RECOMMENDED A FINAL DIVIDEND OF RS 31 PER EQUITY SHARE |
📌 Shareholder reward – positive cash return.
|
BUY |
💡 📌 Monitor further news / earnings flow.
|
|
| 12 | POSITIONAL CALL: BUY TEJAS NETWORKS (NSE Symbol TEJASNET) AT 458.5 FOR TARGET OF 600, STOP LOSS 380. RailTel: Secures ₹23.18 Crore Work Order From Goa Building Welfare Board To Build Exclusive Online Portal. |
📌 Derivative/equity long recommendation (speculative, high risk).
|
BUY |
💡 📡 Positional buy target 600 – defence/telecom equipment.
|
|
| 13 | POSITIONAL CALL: BUY INDIA GLYCOLS (NSE Symbol INDIAGLYCO) AT 932 FOR TARGET Of 1100, STOP LOSS 840. |
📌 Derivative/equity long recommendation (speculative, high risk).
|
BUY |
💡 🧪 Positional buy target 1100 – chemical specialty play.
|
|
| 14 | Titan Company: Morgan Stanley maintains Overweight with Target Price ₹5,102 (raised from ₹4,529), citing strong jewellery demand driving 4–8% revenue upgrades. NSE INDEX OPENS UP 0.44% IN PRE OPEN TRADE. India 10-Year Government Bond Yield Edges Up To 6.9610%. |
📌 Brokerage rating update – direction depends on rating.
|
BUY |
💡 💍 MS Overweight TP ₹5102 – jewellery demand strong.
|
|
| 15 | POSITIONAL CALL: BUY MAHINDRA & MAHINDRA (NSE Symbol M&M) AT 3245 FOR TARGET Of 3600, STOP LOSS 3015. |
📌 Derivative/equity long recommendation (speculative, high risk).
|
BUY |
💡 🚜 Positional buy target 3600 – auto/agri recovery.
|
|
| 16 | NSE Index Ends Up 1.16% Or +275.50 Points At 24,050.60. TATA Sons Listing Is Not Only Paperwork, Shapoorji Pallonji Mystery Says It Will Unlock Value. Symphony Limited: Receives VAT Order Cutting Tax Liability From ₹13.70 Cr To ₹12,563. |
📌 Market closed higher – broad positive sentiment.
|
NoAction |
💡 📌 Monitor further news / earnings flow.
|
|
| 17 | HCC: Investor Mukul Agrawal Boosts Stake From 1.68% To 1.91% In Q4. Power Mech Projects: Secures ₹296.44 Crore Order From Maha Mumbai Metro Operation Corporation. Reserve Limited Co. Announces Expansion Of Development Pipeline With INR 5,100+ Crore GDV. |
📌 Order win – revenue visibility positive.
|
NoAction |
💡 📈 Ace investor stake increase – sentiment positive.
|
|
| 18 | Tata Consultancy Services: Morgan Stanley maintains Overweight with Target Price ₹2,880 (cut from ₹3,540), citing in-line Q4 with slight geographic improvement, cautious FY27 outlook amid BFSI macro. HSBC maintains Hold with TP ₹2,755. Nomura maintains Buy with TP ₹2,930. |
📌 Brokerage rating update – direction depends on rating.
|
BUY |
💡 📌 Monitor further news / earnings flow.
|
|
| 19 | Tata Consultancy Services: HSBC Hold TP ₹2,755. Nomura Buy TP ₹2,930. Shilpa Medicare Ltd research report. |
📌 Positive brokerage stance – expected upside.
|
BUY |
💡 📌 Monitor further news / earnings flow.
|
|
| 20 | Tata Consultancy Services: Nomura Buy TP ₹2,930, strong deal wins. Delhivery: HSBC maintains Hold with Target Price ₹500 (raised), resilient share performance despite Middle East fuel inflation. |
📌 Brokerage rating update – direction depends on rating.
|
BUY |
💡 📌 Monitor further news / earnings flow.
|
|
| 21 | Tata Consultancy Services: JPMorgan maintains Overweight with TP ₹3,150, citing Q4 revenue beat, $12bn deal wins, 28% QoQ AI revenue growth. Kotak maintains Buy with TP ₹3,100. |
📌 Positive brokerage stance – expected upside.
|
BUY |
💡 📌 Monitor further news / earnings flow.
|
|
| 22 | Tata Consultancy Services: Kotak Buy TP ₹3,100. Shriram Finance: Morgan Stanley Overweight TP ₹1,325, AAA upgrade by ICRA post MUFG deal. |
📌 Positive brokerage stance – expected upside.
|
BUY |
💡 🏦 MS Overweight TP ₹1325 – AAA upgrade post MUFG deal.
|
|
| 23 | Tata Consultancy Services: InCred maintains Add with TP ₹3,052 (cut from ₹3,663). Shriram Finance Overweight. |
📌 Positive brokerage stance – expected upside.
|
BUY |
💡 🏦 MS Overweight TP ₹1325 – AAA upgrade post MUFG deal.
|
|
| 24 | Tata Consultancy Services: InCred Add TP ₹3,052. HDFC Securities maintains Add with TP ₹3,000. Jefferies Underperform TP ₹2,275. |
📌 Negative brokerage view – expected underperformance.
|
BUY |
💡 📌 Monitor further news / earnings flow.
|
|
| 25 | Tata Consultancy Services: Jefferies Underperform TP ₹2,275, margin miss, weak BFSI growth. CLSA maintains Outperform with TP ₹2,985. |
📌 Positive brokerage stance – expected upside.
|
BUY |
💡 📌 Monitor further news / earnings flow.
|
|
| 26 | Tata Consultancy Services: CLSA Outperform TP ₹2,985. Citi maintains Sell with TP ₹2,250, citing FY26 revenue decline of 2.4%. |
📌 Positive brokerage stance – expected upside.
|
BUY |
💡 📌 Monitor further news / earnings flow.
|
| # | 📅 Date / Time (stacked) |
📄 Cleaned Text (headlines) | 📖 Translation / Meaning | ⚡ Suggested Action | 💡 Jay Idea & Notes |
|---|---|---|---|---|---|
| 1 | Indian Oil Cor: Kotak Institutional Equities reiterates Sell on Indian Oil Corporation with TP ₹100 (cut from ₹125), citing higher oil assumptions ($85 FY27/$75 FY28), West Asia/Strait of Hormuz risks... Asian Paints: Macquarie maintains Outperform on Asian Paints with TP ₹3,100, noting industry price hikes by Berger... Hindalco: MOSL maintains Buy on Hindalco Industries with TP ₹1,110, citing robust Asia/domestic demand from renew... |
📌 Kotak Sell: higher crude price assumptions ($85/$75) and geopolitical risks → negative for OMCs.
|
BUY |
💡 🛢️ Kotak Sell: TP cut to ₹100 – high oil price headwind. Avoid OMCs.
|
|
| 2 | Asian Paints: Macquarie maintains Outperform on Asian Paints with TP ₹3,100, noting industry price hikes by Berger Paints India and Kansai Nerolac Paints (2–3% from Mar 25 with another likely in April...). Hindalco: MOSL maintains Buy on Hindalco Industries with TP ₹1,110, citing robust Asia/domestic demand from renew... Tata Motors: HSBC maintains Hold on Tata Motors (PV/JLR) with TP ₹340 (cut from ₹400), citing Middle East exposure and rising RM costs. |
📌 Macquarie Outperform: industry-wide price hikes (2-3% from March 25) protect margins, demand resilient.
|
BUY |
💡 🎨 Outperform: price hikes from Berger/Kansai, margin tailwind. Accumulate on dips.
|
|
| 3 | Hindalco: MOSL maintains Buy on Hindalco Industries with TP ₹1,110, citing robust Asia/domestic demand from renewables, EVs, infra and packaging, manageable Middle East impact mainly via coal costs. Tata Motors: HSBC maintains Hold on Tata Motors (PV/JLR) with TP ₹340 (cut from ₹400), citing Middle East exposure... JSW Infrastructure: Jefferies maintains Buy on JSW Infrastructure with TP ₹360, citing plans to double EBITDA. |
📌 MOSL Buy: robust domestic demand (EVs, renewables, infra), Middle East impact manageable via coal costs.
|
BUY |
💡 🏭 MOSL Buy: domestic demand strong (EV, infra). Manageable ME risk. Accumulate.
|
|
| 4 | Tata Motors: HSBC maintains Hold on Tata Motors (PV/JLR) with TP ₹340 (cut from ₹400), citing Middle East exposure and rising RM costs pressuring JLR with near-term recovery challenging, while India PV resilient. JSW Infrastructure: Jefferies maintains Buy on JSW Infrastructure with TP ₹360, citing plans to double EBITDA. Aster DM Healthcare: Kotak Institutional Equities reinstates Add on Aster DM Healthcare with TP ₹725, expecting 19%... |
📌 HSBC Hold (TP cut): JLR pressure from Middle East & RM costs, India PV resilient but recovery challenging.
|
BUY |
💡 🚗 HSBC Hold TP cut to ₹340 – JLR Middle East risk, India PV okay. Wait for clarity.
|
|
| 5 | Derivatives Strategy Nifty View: Bullish (CMP 23392) Initiate a CE Ratio Back Spread. NIFTY 17th MAR 26 Sell 1 lot 23300 CE@155.1, Buy 2 lot 23350 CE@119.75. Max Profit: Unlimited. Max Loss: 8736. BEP... POSITIONAL CALL: BUY TATA POWER (NSE Symbol TATAPOWER) AT 399 FOR TARGET Of 470, STOP LOSS... Clean Max Enviro: Will Acquire Kintech Solarbikaner For ₹38 Crore To Boost Hybrid Renewable Energy Capacity. |
📌 Bullish Nifty options strategy: Sell 23300 CE, Buy 2x 23350 CE – unlimited profit potential, limited loss.
|
BUY (speculative) |
💡 📈 Bullish Nifty strategy: Sell 23300CE, Buy 2x 23350CE – unlimited profit, risk defined. Aggressive.
|
| # | 📅 Date / Time (stacked) |
📄 Cleaned Text (headlines) | 📖 Translation | ⚡ Action | 💡 Jay Idea & Notes |
|---|---|---|---|---|---|
| 1 | Quadrant Future Tek: Company Begins Final Passenger Field Trials for Kavach Equipment for Indian Railways, Aiming to Secure Last RDSO Clearance for Kavach 4.0. Gandhar Oil Refinery: Company Can Transfer Price Hikes to Customers, Expands Overseas Supplier Network. $200 Per Barrel Price Unlikely According To Wright. |
📌 Railway safety tech (Kavach 4.0) trials, order pipeline
|
NoAction |
💡 🚆 Kavach 4.0 trials – final RDSO clearance catalyst
|
|
| 2 | Tata Steel: Challenges ₹493.35 Crore GST Demand And ₹638.82 Crore Penalty In Jharkhand High Court. EU Said To Consider Softening Carbon Market Reserve To Cut Energy Prices. JK Lakshmi Cement: Named Top Bidder For Juipahar Limestone Block In Assam, Spanning 405 Hectares. |
📌 Tax notice, likely appeal → manageable impact
|
CAUTION |
💡 ⚖️ GST penalty challenge, legal overhang
|
|
| 3 | FII Sell Net ₹7,049.87 Crore In Indian Shares Today, While DII Buys Net ₹7,449.77 Crore. Shriram Finance: Shriram Overseas Investments Applies for License to Operate as Primary Dealer with RBI. DOW JONES DOWN 566.17 POINTS, OR 1.19 PERCENT, AT 46,851.10. |
📌 FII outflows, DII buying provides cushion
|
NEUTRAL (FII selling) |
💡 📌 Monitor management commentary / result triggers
|
|
| 4 | POSITIONAL CALL: BUY PONDY OXIDES & CHEM. (POOL) AT 1110 FOR TARGET 1270, STOP LOSS 1030. State Department: Oman No Longer Under U.S. Embassy Shelter-in-Place Advisory. |
📌 Derivative long recommendation (speculative)
|
BUY |
💡 📈 Positional buy, target 1270 (14% upside)
|
|
| 5 | POSITIONAL CALL: BUY RELIANCE POWER (RPOWER) AT 23.8 FOR TARGET 29, STOP LOSS 21. |
📌 Derivative long recommendation (speculative)
|
BUY |
💡 ⚡ High-risk speculative buy, stop loss 21
|
|
| 6 | Tera Software: GST Demand Order of 120.5 Million Rupees Resolved Without Costs. Dow Jones Rises By 310.71 Points (+0.67%) Reaching 46,988.56. NASDAQ Rises By 97.32 Points (+0.44%) To 22,409.30. |
📌 Order win → revenue visibility positive
|
BUY |
💡 ✅ GST demand resolved without cost, positive cleanup
|
|
| 7 | FII Sell Net ₹10,716.64 Crores In Indian Shares Today, While DII Buys Net ₹9,977.42 Crores. Gecee Ventures: Company Decides to Pay First and Final Call on Bharti Airtel's Partly Paid Shares. Russian Esso Blend Oil Becomes More Expensive Than ICE Brent In China And India. |
📌 FII outflows, DII buying provides cushion
|
NEUTRAL (FII selling) |
💡 📌 Monitor management commentary / result triggers
|
|
| 8 | Banco Products (India): Board Approves Second Interim Dividend Of ₹8 Per Share; Record Date March 19, 2026. Maharashtra Government Requires Permits For Electric Rickshaws And E-Bikes. Power Finance Corporation: Transfers Pune East Transmission Unit To Power Grid. |
📌 Shareholder reward, positive cash return
|
BUY |
💡 💰 ₹8 dividend, high yield play
|
|
| 9 | POSITIONAL CALL: BUY MULTI COMMODITY EXCH (MCX) AT 2553 FOR TARGET 2825, STOP LOSS 2440. India's Gold Imports Reach Approximately $5 Billion In February. |
📌 Derivative long recommendation (speculative)
|
BUY |
💡 📌 Monitor management commentary / result triggers
|
|
| 10 | Tinna Rubber And Infrastructure: Abhay Kumar Appointed As CFO Starting March 16. |
📌 Corporate action / market macro update
|
NoAction |
💡 📌 Monitor management commentary / result triggers
|
|
| 11 | [chart image] no actionable news. |
📌 Corporate action / market macro update
|
NoAction |
💡 📌 Monitor management commentary / result triggers
|
|
| 12 | Tata Motors CV: Company Announces Up To 1.5% Price Hike For Commercial Vehicles Starting April 1, 2026. FIEM Industries: Opens New EMI/EMC Laboratory In Gurugram. RailTel Corp: Gets Work Order Valued At 426.3 Million Rupees From National Informatics Centre Services Inc. |
📌 Order win → revenue visibility positive
|
BUY |
💡 🚛 Price hike from April 1, margin protection
|
|
| 13 | Foreign Investors Sell 9,365.52 Crore in Indian Stocks Today, While Domestic Investors Buy 12,593.36 Crore. Cupid: Company Reveals New Branding Focused On 'Made In India With Japanese Quality'. |
📌 FII outflows, DII buying provides cushion
|
NoAction |
💡 📌 Monitor management commentary / result triggers
|
|
| 14 | S&P 500 UP 54.85 POINTS (+0.83%) AT 6,687.04. DOW JONES UP 362.95 POINTS (+0.78%) AT 46,921.42. Alkyl Amines Chemicals Faces LNG Supply Issues Affecting Ammonia Production, Halts Methylamines. |
📌 US market movement → global sentiment
|
NoAction |
💡 📌 Monitor management commentary / result triggers
|
|
| 15 | REC: Board Announces 4th Interim Dividend of ₹3.20 Per Share for FY 2025-26; Record Date March 20, 2026. Gujarat State Fertilizers: India Moves To Secure 44% Output From Canadian Potash Project. 2,000 Crore For Its Battery Division, Ola Cell Technologies. |
📌 Shareholder reward, positive cash return
|
BUY |
💡 🏦 ₹3.2 dividend, PSU yield play
|
|
| 16 | POSITIONAL CALL: BUY EICHER MOTORS AT 6854 TARGET 7200, STOP 6640. BANKNIFTY 30 MAR 2026 FUT AT 54300 TARGET 56000, STOP 53400. |
📌 Derivative long recommendation (speculative)
|
BUY |
💡 🏍️ Positional buy, target 7200
|
|
| 17 | POSITIONAL CALL: BUY BANKNIFTY FUT 54300 TARGET 56000. MCX call repeated. |
📌 Derivative long recommendation (speculative)
|
BUY |
💡 📌 Monitor management commentary / result triggers
|
|
| 18 | POSITIONAL CALL: BUY MCX AT 2553 TARGET 2825. India Gold Imports $5B. |
📌 Derivative long recommendation (speculative)
|
BUY |
💡 📌 Monitor management commentary / result triggers
|
|
| 19 | NSE Index Ends Up 1.11%. States They Are Seeking LPG Supply From All Possible Sources. Iran's Baghaei States Non-Combatant Parties Have Permitted Vessel Passage Through Hormuz Strait. |
📌 Order win → revenue visibility positive
|
NoAction |
💡 📌 Monitor management commentary / result triggers
|
|
| 20 | RBL Bank: Investec maintains Buy with TP ₹390, cites Emirates NBD transaction by Jun-26, branch expansion to 1,000 by FY28. Varun Beverages: BofA Buy TP ₹550 (summer demand). Hindalco: Energy costs may rise due to coal e-auction. |
📌 Brokerage positive, branch expansion, acquisition trigger
|
BUY |
💡 🏦 TP ₹390, Emirates NBD deal + branch expansion
|
|
| 21 | Varun Beverages: BofA Buy TP ₹550, summer-led demand. Hindalco: Energy costs, fire at Novelis Oswego plant disrupts operations, weakens near-term earnings. |
📌 Summer demand, capacity addition → growth
|
NoAction |
💡 🥤 Summer demand + BofA TP ₹550
|
|
| 22 | Berger Paints: Macquarie Underperform TP ₹410, price hikes 2-3% from March 25. Axis Bank: Investec Buy TP ₹1,600, focus on NII growth. Finolex Cables: Jefferies Buy TP ₹1,025, price hikes to offset copper surge. |
📌 Paint sector price hikes, margin protection
|
SELL |
💡 🔌 Volume +28% YoY, data center tailwinds
|
|
| 23 | Axis Bank: Investec Buy TP ₹1,600. Finolex Cables: Jefferies Buy TP ₹1,025. Kansai Nerolac: Macquarie Neutral TP ₹220, 2-3% price hike. |
📌 Corporate action / market macro update
|
HOLD |
💡 🔌 Volume +28% YoY, data center tailwinds
|
|
| 24 | Axis Bank detailed: NIM moderation to ~3.8%, strong working-capital credit growth. Finolex Cables price hikes. |
📌 Corporate action / market macro update
|
NoAction |
💡 🔌 Volume +28% YoY, data center tailwinds
|
|
| 25 | Derivatives Strategy: Close NIFTY CE Ratio Back Spread, Net profit ₹6344. Finolex Cables Buy. Kansai Nerolac Neutral. |
📌 Corporate action / market macro update
|
HOLD |
💡 🔌 Volume +28% YoY, data center tailwinds
|
|
| 26 | Finolex Cables: Jefferies Buy TP ₹1,025, wire volume +28% YoY, data center tailwinds. Kansai Nerolac Neutral TP ₹220. Goldman on energy shortages, pet-coke/coal lag. |
📌 Corporate action / market macro update
|
HOLD |
💡 🔌 Volume +28% YoY, data center tailwinds
|
|
| 27 | Kansai Nerolac: Neutral TP ₹220, price hikes. Goldman Sachs: energy shortages, packing bag shortage. Nomura: parliamentary panel push for EV incentives, PLI relaxation could accelerate EV adoption. |
📌 Order win → revenue visibility positive
|
HOLD |
💡 📌 Monitor management commentary / result triggers
|
|
| 28 | Hindustan Petroleum: Kotak Sell TP ₹235 (cut from ₹335), higher oil assumptions ($85/$75). Bharat Petroleum: Kotak Sell TP ₹240 (cut from ₹300). Indian Oil Corp: Sell TP ₹100 (cut from ₹125). |
📌 Corporate action / market macro update
|
NoAction |
💡 📌 Monitor management commentary / result triggers
|
|
| 29 | Bharat Petroleum Sell TP ₹240. Indian Oil Sell TP ₹100. Asian Paints: Macquarie Outperform TP ₹3,100, industry price hikes. |
📌 Paint sector price hikes, margin protection
|
NoAction |
💡 🎨 Outperform, industry price hikes
|
| # | 📅 Date / Time (stacked) |
📄 Cleaned Text | 📖 Translation | ⚡ Action | 💡 Jay Idea & Notes |
|---|---|---|---|---|---|
| 1 | G R Infraprojects: Wins Rs 1,453 Crore NH-56 Gujarat Road Project In Hybrid Annuity Mode, Plans 60.21 Km Four-Lane Upgrade In 910 Days. BASF India: Approves Sale Of Full Stake In Coatings Unit For Rs 2.30 Billion To Carlyle Group Firms, While Shutting Metal... Spot Gold Extends Its Rise, Up 2% To $4,579.99 Per Ounce |
📌 Gold rally, safe-haven demand
|
BUY |
💡 🏗️ Strong HAM order, steady cash flows
|
|
| 2 | Mic Electronics: Approves Buying 89.65% Of Neo Semi SG For Rs 3.58 Billion. Trump: This Will Be In Retribution For Our Many Soldiers, And Others, That Iran Has Butchered And Killed Over... |
📌 Geopolitical tensions / US policy shift
|
NoAction |
💡 📌 Track further news / management commentary
|
|
| 3 | IREDA: Secures JPY 28 Billion ECB From SMBC With JPY 12 Billion Green Shoe Option. Trump: The United States Of America Is In Serious Discussions With A New, And More Reasonable, Regime To... Trump Says US Is Near A Deal With Iran To End Military Operations, Warns Of Strikes If Hormuz Is Not Open |
📌 Geopolitical tensions / US policy shift
|
NoAction |
💡 🌱 Green financing, ECB boost
|
|
| 4 | WHITE HOUSE: DECISIONS ON TANKERS TO CUBA ARE TAKEN ON A CASE-BY-CASE BASIS |
📌 Corporate update / macro indicator
|
NoAction |
💡 📌 Track further news / management commentary
|
|
| 5 | Bank Of Baroda: Receives ₹806.18 Cr Income Tax Demand For AY21 From Faceless Assessment Unit Over Foreign Branch Income And Other Disallowances; Plans To Appeal With No Expected Financial Impact |
📌 Income tax demand notice, likely appeal → limited near-term impact
|
CAUTION |
💡 ⚖️ Tax demand manageable, appeal likely
|
|
| 6 | Foreign Investors Sell Net Rs 11,163.06 Cr In Indian Stocks Today, While Domestic Investors Buy Net Rs 14,894.72 Cr. Bharti Airtel: Company Announces $1 Billion Investment In Nxtara With Alpha Wave Global And Carlyle... |
📌 FII outflows, DII buying offsets volatility
|
NoAction |
💡 📡 $1Bn investment in Nxtara, digital push
|
|
| 7 | NSE Index Ends Down 2.14% Or -488.20 Points At 22,331.40. Transrail Lighting: Income Tax Search And Seizure Ends, No Effect On Operations. Rupee Depreciation May Raise India’s Import Costs, Worsening CAD — Junior Finance Minister |
📌 Market correction, broader weakness
|
HOLD / AVOID |
💡 📌 Track further news / management commentary
|
|
| 8 | Apollo Pipes: Company Postpones Start Of Commercial Production At Mirzapur Plant, Now Aiming For Late April 2026. DOW JONES UP 511.00 POINTS, OR 1.13 PERCENT, AT 45,727.14 AFTER MARKET OPEN |
📌 Corporate update / macro indicator
|
NO ACTION |
💡 📌 Track further news / management commentary
|
|
| 9 | BEL: co Signs ₹19.50 Billion Contract For Mountain Radar Systems For India’s Air Force. Advait Energy Transitions Gets INR 538.4 Million Order. EUROZONE CPI (MOM) (MAR) ACTUAL: 1.2% VS 0.6% PREVIOUS; EUROZONE CPI (YOY) 2.5% VS 1.9% |
📌 Order win → positive revenue visibility
|
BUY |
💡 🛡️ Large radar contract, defence momentum
|
|
| 10 | Texmaco Rail & Engineering: Company Secures New Order Worth ₹3.57 Billion. Kuwaiti Tanker Incident in Dubai Waters Brought Under Control, No Oil Spill Reported. Four Israeli Soldiers Dead, Two Wounded in Battles in Southern Lebanon |
📌 Order win → positive revenue visibility
|
BUY |
💡 🚆 Order win, rail infrastructure beneficiary
|
|
| 11 | RBI delays new capital market rules to July 1, 2026, giving brokers 3 months’ relief to continue using bank guarantees with just 50% margin. Dubai Media Office: Response teams extinguish fire on Kuwaiti oil tanker. Gold prices surge over 1%, reaching $4,559.59/oz. |
📌 Gold rally, safe-haven demand
|
NoAction |
💡 📌 Track further news / management commentary
|
|
| 12 | NASDAQ UNOFFICIALLY ENDS HIGHER BY 781.98 POINTS (+3.76%) AT 21,576.62. DRONE ATTACK TARGETED LOGISTICS SUPPORT BASE OF US EMBASSY INSIDE BAGHDAD AIRPORT. AIRCRAFT CARRIER USS GEORGE H.W. BUSH & ITS WARSHIPS HEADING TO MID... |
📌 US tech rebound, global sentiment boost
|
NoAction |
💡 📌 Track further news / management commentary
|
|
| 13 | SJVN: Reports 13,302 Million Units Of Power Generation In FY26 And Hits Major Operational Milestones |
📌 Corporate update / macro indicator
|
NoAction |
💡 💧 Power generation milestone, PSU utility
|
|
| 14 | Tamilnad Mercantile Bank: Total Advances Rise To ₹533.8 Bn Vs ₹443.7 Bn YoY, Deposits Increase To ₹617.0 Bn Vs ₹536.9 Bn. Karur Vysya Bank: Loan Growth To 987.4 Billion Rupees, Deposits Rise To 1.16 Trillion. Tala Power: Resumes Operations At Mundra Plant With 4,150 MW |
📌 Corporate update / macro indicator
|
NoAction |
💡 📌 Track further news / management commentary
|
|
| 15 | Izmo: Joins India's Defence Sector With Advanced Semiconductor Packaging; Collaborating With Top Defence Organizations For Key Electronics Programs. |
📌 Corporate update / macro indicator
|
NoAction |
💡 📌 Track further news / management commentary
|
|
| 16 | Sunita Tools: Gets Full Advance Payment for Supplying 155MM M107 Empty Shell Prototypes for NATO Sales Agreement. Alembic Pharma: Creates New Subsidiary In Thailand |
📌 Corporate update / macro indicator
|
NoAction |
💡 🔫 Defence exports play, NATO order advance payment
|
|
| 18 | Acme Solar Holdings: Unit Acme Eco Clean Energy Gets Certification For 4 MW Of 100 MW Wind Project In Gujarat. Traders No Longer Price Chance Of A BoE Rate Hike This Year. Lemon Tree Hotels: Signs Agreement For New Hotel In Gorakhpur |
📌 Corporate update / macro indicator
|
NoAction |
💡 ☀️ Wind project certification, renewable expansion
|
|
| 19 | Sunita Tools Ltd: Partners With US Company For Defense Contracts; Emphasis On Bidding, Documentation For 155 M107 Shells. Ramco Systems: Chosen By Tata Advanced Systems To Provide Aviation Software. POSITIONAL CALL: BUY GLENMARK PHARMA AT 2215 TARGET 2600 |
📌 Derivative long recommendation, speculative
|
BUY |
💡 🔫 Defence exports play, NATO order advance payment
|
|
| 20 | Dilip Buildcon: Company Secures Order Valued At ₹1850 Crores. Varun Beverages Ltd.: Rs. 45.76 Cr NSE Block Trade; ~1,045,880 Shares at Rs. 437.55. Schaeffler India Ltd.: Rs. 20.62 Cr Block Trade; ~50,072 Shares at Rs. 4117.90 |
📌 Order win → positive revenue visibility
|
BUY |
💡 🏗️ ₹1850 Cr order, infra revival
|
|
| 21 | POSITIONAL CALL: SELL BHARTIARTL 30 MAR 2026 FUT AT 1818 FOR TARGET 1650, STOP LOSS 1870. POSITIONAL CALL: SELL SBIN 30 MAR 2026 FUT AT 1102 FOR TARGET 1060, STOP LOSS 1133 |
📌 Derivative short recommendation, bearish view
|
SELL |
💡 📌 Track further news / management commentary
|
|
| 22 | POSITIONAL CALL: SELL SBIN FUT (repeat). RailTel Corporation: Receives ₹115 Crore Intent Letter From Power Grid Corporation. POSITIONAL CALL: BUY PARAG MILK FOODS AT 208.5 TARGET 260 |
📌 Derivative long recommendation, speculative
|
BUY |
💡 📌 Track further news / management commentary
|
|
| 23 | SBI Life Insurance: Faces ₹537.75 Crore Tax Demand For FY24, Plans To Appeal Against Assessment Order |
📌 Order win → positive revenue visibility
|
CAUTION |
💡 📌 Track further news / management commentary
|
|
| 24 | UNO Minda: Company Receives Tax Demand Order of 466.2 Million Rupees and 921.9 Million Rupees |
📌 Income tax demand notice, likely appeal → limited near-term impact
|
CAUTION |
💡 📌 Track further news / management commentary
|
|
| 25 | KEC International: Company Wins New Orders Totalling 14.76 Billion Rupees For T&D Projects |
📌 Order win → positive revenue visibility
|
BUY |
💡 ⚡ T&D orders, power transmission strong
|
|
| 26 | Google New AI Features in Chrome Launched in India, Canada, and New Zealand. U.S. SENATE APPROVES USE OF CHATGPT, GEMINI AND MICROSOFT COPILOT. DONALD TRUMP: U.S. FORCES DESTROYED 10 INACTIVE IRANIAN MINE-LAYING BOATS. COMMISSION LAUNCHES SECTION 337 PATENT PROBE INTO AUTO PARTS |
📌 Geopolitical tensions / US policy shift
|
NoAction |
💡 📌 Track further news / management commentary
|
|
| 27 | Google New AI Features in Chrome Launched. U.S. INTERNATIONAL TRADE COMMISSION: LAUNCHES SECTION 337 PATENT PROBE INTO AUTO PARTS FIRMS. IRAN UN ENVOY: OVER 1,300 CIVILIANS KILLED, 9,669 CIVILIAN SITES DESTROYED |
📌 Geopolitical tensions / US policy shift
|
NoAction |
💡 📌 Track further news / management commentary
|
|
| 28 | FII Sells ₹4,672.64 Cr In Indian Shares Today While DII Buys ₹6,333.26 Cr. ISRAELI FOREIGN MINISTER CITES TRUMP AS SAYING THE WAR WILL NOT END THIS WEEK. US EXISTING HOME SALES (MOM) (FEB) ACTUAL: 1.7% VS -8.4% PREVIOUS |
📌 FII outflows, DII buying offsets volatility
|
HOLD / AVOID |
💡 📌 Track further news / management commentary
|
|
| 29 | Government Weighs 12–16% Incentive For Major Investments To Promote Domestic Manufacturing Of Equipment Like Tunnel Boring Machines, Cranes, Crawlers (ACE, Escorts Kubota, Til Ltd). POSITIONAL CALL: BUY SAREGAMA INDIA AT 334.5 TARGET 390. CareEdge Global IFSC Gets Permission As ESG Rating Provider |
📌 Derivative long recommendation, speculative
|
BUY |
💡 📌 Track further news / management commentary
|
|
| 30 | Many Bengaluru hotels to be shut tomorrow as commercial gas cylinders’ supply stopped - India Today. Trump: Not Happy About Khamenei Replacing His Father. G7 Finance Ministers Agree Not To Release Oil Reserves For Now |
📌 Geopolitical tensions / US policy shift
|
NO ACTION |
💡 📌 Track further news / management commentary
|
stock news 27 to 30 march 2026
| # | 📅 Date / Time (stacked) |
📄 Cleaned Text (headlines) | 📖 Translation / Meaning | ⚡ Suggested Action | 💡 Jay Idea & Notes |
|---|---|---|---|---|---|
| 1 | Mankind Pharma: Morgan Stanley Overweight (Initiated), Target Price Rs 2500 as 11% revenue CAGR, ~25% EPS CAGR, domestic recovery, Bharat Serums and Vaccines optionality. Lenskart: HSBC Hold (Initiated) Target Rs 513, strong D2C backward-integrated moat. Hilton Metal Forging: Co. Bags Rs 720 Cr Artillery Shell Supply Order, Co. Market Cap. is 90 Cr. |
📌 Brokerage positive rating, strong earnings growth outlook
|
BUY |
💡 ✅ Strong EPS CAGR; accumulate on dips for long term
|
|
| 2 | The Federal Bank: Receives ₹489.60 Crore Income Tax Refund Order From Tax Department For FY 2015–16 And 2017–18 Under Section 254. Japan 10-Year Government Bond Yield Jumps To Its Highest Level Since 1999. Russian Oil Could Rise to Around 40% of India’s Monthly Imports From January Levels. |
📌 Large contract win → revenue visibility & execution trigger
|
BUY |
💡 💰 Tax refund boosts capital – positive for valuation
|
|
| 3 | Derivatives Strategy Nifty (CMP 22922) Initiate a Short Strangle. NIFTY 30/03/26 Sell 1 lot 22400 PE@60.70, Sell 1 lot 23400 CE@60.55. Max Profit: 7881. Max loss: 3000. BEP 22279 & 23521. Lot Size 65. India Asks The U.S. For A Waiver To Buy Russian LNG. Jupiter Life Line Hospitals: Receives Mmrda Approval For 80-Year Land Lease, With 10,026.44 Sqm Set At ₹3.54 B... |
📌 Neutral options strategy: profit if Nifty stays within range (22279–23521)
|
HOLD |
💡 📉 Rangebound view, collect premium; monitor 22279-23521
|
|
| 4 | Ceigall India: Receives ₹603 Crore NHAI Letter Of Award For 10.3 Km 6-Lane Spur Project In Punjab With 18-Month Build Time And 15-Year Operation & Maintenance. Schneider Electric: Infrastructure Approves Updated Capex For Vadodara Plant At INR 1.56 Billion. |
📌 Infrastructure order win from highways authority
|
NoAction |
💡 🏗️ Infrastructure order win, hybrid annuity model safe
|
|
| 5 | Schneider Electric: Infrastructure Approves Updated Capex For Vadodara Plant At INR 1.56 Billion. Apcotex Industries: Approves Power Project Deal, Subscribes For 2.55% Minimum Equity In Amplus Ceres Solar Private Ltd. 100% Minimum Support Price For Oilseeds And Pulses Procurement To Reduce Imports. |
📌 Capital expenditure upgrade for industrial plant
|
NoAction |
💡 📌 Monitor further news / technical breakout
|
|
| 6 | Nucleus Software: Exports Marks 30 Years On BSE, Plans AI-Led Global Growth With A Customer-First Strategy. Government Orders Refiners To Re-route 30% Of Export Diesel And 50% Of Export Petrol To Domestic Markets. FZE winding-up timeline Extended By 6 Months. |
📌 Digital transformation & global expansion strategy
|
NoAction |
💡 🤖 AI-led growth, 30 yrs milestone – long term story
|
|
| 7 | Railtel Corporation: Gets 4.44 Billion Order From An Unspecified Buyer, Strengthening Revenue Visibility. Nasdaq100 Falls 10% From Its October Peak And May Enter A Correction. Prozone Realty: Approves Buying Stakes In Empire Mall, Omni Infrastructure, And Hagwood From Its Singapore entity. |
📌 Large contract win → revenue visibility & execution trigger
|
BUY |
💡 📌 Monitor further news / technical breakout
|
|
| 8 | IOB: Bank Gets Income Tax Demand Notice Worth Rs 6.43 Billion. India Finance Minister Says Fiscal Deficit Will Be Kept Under Control After Excise Duty Cut. Government Orders Refiners To Re-route 30% Of Export Diesel And 50% Of Export Petrol To Domestic Markets. |
📌 Large contract win → revenue visibility & execution trigger
|
SELL / CAUTION |
💡 📌 Monitor further news / technical breakout
|
|
| 9 | Kaynes Technology India: SEBI Issues Settlement Order In Insider Trading Case. Lumax Auto Technologies: Board Approves Up To ₹7 Crore Investment In Lumax Alps Alpine India Private Limited. NSE Index Ends Down 2.09% Or -486.85 Points At 22,819.60. |
📌 Large contract win → revenue visibility & execution trigger
|
BUY |
💡 📌 Monitor further news / technical breakout
|
|
| 10 | NSE Index Ends Down 2.09% Or -486.85 Points At 22,819.60. Alembic Pharmaceuticals Gets US FDA Final Approval For Paroxetine Extended-Release 12.5 Mg Tablets, Similar To Paxil Cr. Arvind Smartspaces: Adds First Mumbai Residential Project And Moves Into Society Redevelopment. |
📌 Corporate action / macroeconomic update
|
BUY |
💡 📌 Monitor further news / technical breakout
|
|
| 11 | Alembic Pharmaceuticals: Gets US FDA Final Approval For Paroxetine Extended-Release 12.5 Mg Tablets, Similar To Paxil Cr, Bringing Total US ANDA Approvals To 235. Piramal Finance: Approves Amalgamation With Its Wholly Owned Subsidiaries, Also Greenlights Redeemable Non-... Sundaram-Clayton: Declares Interim Dividend Of Rs 4.5 Per Share. |
📌 Shareholder reward via interim dividend
|
BUY |
💡 📌 Monitor further news / technical breakout
|
|
| 12 | Sundaram-Clayton: Declares Interim Dividend Of Rs 4.5 Per Share. Adani Ports: Sets Up India’s First Port Of Refuge To Improve Maritime Safety. India’s Tax Official Says New Export Duties Will Add About 15 Billion Rupees To Government Revenue. |
📌 Shareholder reward via interim dividend
|
BUY |
💡 📌 Monitor further news / technical breakout
|
|
| 13 | Naukri: Today At 3 Pm Nifty Indices Semi-annual Rejig Co Sees Outflows Of Usd 61m. HDFC Bank: Nifty Indices Semi-annual Rejig Co Sees Outflows Of Usd 51m. Govt Says Retail Petrol And Diesel Pump Prices Will Stay Unchanged. |
📌 Nifty rebalancing flows — passive fund movement
|
CAUTION |
💡 📌 Monitor further news / technical breakout
|
|
| 14 | Tata Motors: Nifty Indices Semi-annual Rejig Co Sees Inflows Of Usd 177m. Bharti Airtel: Nifty Indices Semi-annual Rejig Co Sees Inflows Of Usd 249m. HDFC AMC: Nifty Indices Semi-annual Rejig Co Sees Inflows Of Usd 69m. |
📌 Nifty rebalancing flows — passive fund movement
|
BUY |
💡 📈 Nifty rejig inflows – short term positive momentum
|
|
| 15 | LIC: Company Gets ₹8,576 Cr Income Tax Demand Plus ₹1,754 Cr Interest For FY24, Will Appeal; No Major Operational Impact. Dollar Vs Yen Hits 160 For First Time Since July 2024. Approves Selling 100% Of Dormant Titagarh Singapore Unit To Worldvmc Singapore. |
📌 Income tax demand notice, potential litigation but manageable
|
SELL / CAUTION |
💡 ⚖️ Appeal process; no major operational impact – accumulate on dips
|
|
| 16 | IOB: Bank Gets ₹1,742.96 Cr Income Tax Demand For AY25 From NFAC, Plans To Challenge Order With No Expected Financial Impact. Craftsman Automation: Unit Sunbeam Extends ₹28 Cr Asset Sale Deal With Shriram Pistons To June 30, 2026. Solihull Production Pause Due To Supplier Issues, Says No Material Impact. |
📌 Large contract win → revenue visibility & execution trigger
|
SELL / CAUTION |
💡 📌 Monitor further news / technical breakout
|
|
| 17 | BHEL: Wins A New Order Worth Rs 13,500 Crore. Indian Rupee Drops Back After RBI Tightens Onshore Position Limits, Giving Up Most Earlier Gains. Dexon Tech: Co Gets ₹1,100 Crore Project Approval Under Electronics Component Manufacturing Scheme. |
📌 Large contract win → revenue visibility & execution trigger
|
BUY |
💡 🔋 Massive ₹13,500 Cr order – turnaround candidate
|
|
| 18 | Dixon Tech: Co Gets ₹1,100 Crore Project Approval Under Electronics Component Manufacturing Scheme - CNBC Tv18. Sterlite Technologies: Allots 4.53 Crore Warrants To Twin Star Overseas At ₹110 Each, Making Twin Star Hold 47.75%. |
📌 Neutral rating, strong moat but moderate upside
|
BUY |
💡 📱 PLI scheme approval, strong manufacturing tailwind
|
|
| 19 | KEI INDUSTRIES LTD.: Rs. 103.19 Crores NSE Block Trade; For ~256,854 shares, At Rs. 4017.50. Premier Energies: Starts 5.6 GW Solar Panel Factory In Telangana, Bringing Total Module Capacity To 11.1 Gw. Blue Star: Co MD Says Strong Summer Season Could Boost Growth By 25–30%, With No Supply Disruptions. |
📌 Renewable energy investment, green footprint
|
NoAction |
💡 ☀️ Solar capacity expansion; green energy megatrend
|
|
| 20 | AU Small Finance Bank: Heavy Police Have Been Deployed Outside Kotak Mahindra Bank And AU Small Finance Bank Branches In Haryana, But None Can Open Yet. Great Eastern Shipping: Delivers 2002-Built Very Large Gas Carrier Jag Vishnu To Buyers. G R Infraprojects: Wins Rs 1,453 Crore NH-56 Gujarat Road Project In Hybrid Annuity Mode. |
📌 Corporate action / macroeconomic update
|
BUY |
💡 ⚠️ Branch disruption in Haryana – avoid until clarity
|
share important news 1 April 2026 Wednesday (Coming Holiday on Friday) Market was Up 5% But I think tomorrow down or less UP so Call Sell or PUT buy may profit tomorrow.
|
Sl |
Time |
Company |
Bharatbaba.com News |
Meaning |
Signal |
Jay's Idea |
|
1 |
~7:21 PM |
Madhya Bharat Agro Products |
Starts commercial production at Dhule Plant with 1,000 TPD capacity |
New plant live — 1,000 tonnes/day unlocked |
BUY |
Fresh capacity = revenue ramp. Track Q1 FY27 volumes closely |
|
2 |
7:30 PM |
Karur Vysya Bank |
Loan growth to ₹987.4B, deposits rise to ₹1.16T |
Strong loan + deposit growth — healthy bank fundamentals |
BUY |
KVB mid-cap bank consistently delivering. Good for long-term SIP accumulation |
|
3 |
~7:35 PM |
US Pres Trump |
Iran's new regime president has just asked USA for a ceasefire |
Geopolitical de-escalation — Iran-US tension easing signal |
HOLD |
If ceasefire holds → crude softens → positive for India. Watch oil prices |
|
4 |
~7:35 PM |
TVS Motors |
Record FY26 sales 5.9M units; Q4 dispatches 1.6M with 25% growth in March |
Best-ever annual volume — well above industry growth |
BUY |
TVS outperforming every quarter. Premium 2W play — accumulate on dips |
|
5 |
~7:41 PM |
South Indian Bank |
Gross advances ₹1.01T, deposits rise to ₹1.23T YoY |
Crossed ₹1T milestone in advances — a landmark quarter |
BUY |
SIB undervalued small bank. Milestone quarter = re-rating possible |
|
6 |
7:41 PM |
TVS Motor |
March total sales 519,358 units vs 414,687 YoY; est 530,500 |
25% YoY growth — missed estimate by ~2% only |
HOLD |
Minor miss doesn't change the bull story. Don't exit on this |
|
7 |
7:49 PM |
Bansal Wire Industries |
Q4 FY26 sales volume rose 20.16% YoY, reaching 1,17,644 MT |
Strong volume growth — 20% well above sector average |
BUY |
Wire industry riding infra boom. Bansal Wire = construction capex play |
|
8 |
7:50 PM |
Hero MotoCorp |
March total sales 598,198 units vs 549,604 YoY; est 600,100 |
Strong growth, near estimate — volume king delivering |
HOLD |
Hero steady as ever. Hold for dividend + consistent volume growth |
|
9 |
7:51 PM |
Karnataka Bank |
Gross advances ₹833.4B vs ₹779.6B; deposits ₹1.09T vs ₹1.05T |
Moderate ~7% advance growth — slower than peers |
HOLD |
Growing but not exciting. Watch NIM compression in Q4 results |
|
10 |
~7:52 PM |
Eicher Motors |
March motorcycle sales 112,334 units vs 101,021 YoY — above estimates |
Royal Enfield beat estimates — premium 2W demand strong |
BUY |
Beat + premium segment = earnings upgrade likely. Strong hold / add |
|
11 |
7:52 PM |
Saudi Oil Exports |
Drop 50% in March after Iran closes Hormuz |
Massive Gulf supply shock — oil crisis signal |
SELL |
Crude spike risk for India. Sell oil-sensitive sectors; buy ONGC/Oil India as hedge |
|
12 |
7:53 PM |
Force Motors |
March total sales 4,199 units vs 3,700 YoY |
~13.5% YoY volume growth — steady niche performer |
HOLD |
Niche utility + defence van play. Not a trader's stock — long-term hold only |
|
13 |
7:54 PM |
Kansai Nerolac Paints |
Hirokazu Kotera resigns as ED from March 31, 2026 per promoter instructions |
Promoter-directed exit — Japanese parent making changes |
NO ACTION |
Not alarming. Watch if Kansai Paint Japan increases stake — that would be positive |
|
14 |
~7:56 PM |
RailTel Corp |
Secures ₹12.85 Cr order from Mahatma Gandhi Institute of Medical Sciences for HIMS |
Small healthcare IT order — diversification beyond railways |
HOLD |
RailTel slowly building health IT vertical. Small but directionally positive |
|
15 |
7:56 PM |
Orient Electric |
Launches India's first oxygen-enriching fan "Aero O2" — up to 90% oxygen boost for homes |
First-mover innovation in health-focused consumer appliances |
BUY |
If product catches on = brand re-rating. Health-tech appliance = premium margin play |
|
16 |
8:02 PM |
Dow Jones |
Up 368.29 points (0.79%) at 46,709.80 after market open |
US market opening positive — global risk-on sentiment |
BUY |
Positive US open = strong SGX Nifty cue next morning. Consider index longs |
|
17 |
8:06 PM |
Maruti Suzuki |
March total sales 225,251 units vs 192,984 YoY; est 209,600 |
Beat estimate by ~7.5% — exceptional month for entry-level cars |
BUY |
Maruti crushing estimates. Entry + mid segment surging — strong buy on dips |
|
18 |
8:07 PM |
Karur Vysya Bank |
FY26 provisional: total business +14.92% to ₹2,14,409 Cr; advances +16.87%; deposits +13.31% |
Full-year results — all metrics growing double-digit |
BUY |
KVB delivering year-after-year. One of the best mid-cap private banks — accumulate |
|
19 |
8:07 PM |
Info Edge (India) |
Whole-Time Director Pawan Goyal resigns, effective May 31, 2026 |
Board-level exit at Naukri/Jeevansathi parent company |
HOLD |
Not alarming yet — Info Edge has strong bench. Watch for further exits |
|
20 |
8:08 PM |
Ashok Leyland |
March total sales 25,381 units vs 24,060 YoY; est 26,400 |
~5.5% YoY growth but missed estimate by ~4% |
HOLD |
CV cycle okay but estimate miss is a mild concern. Wait for April data before adding |
|
Sl |
Time |
Company |
White Box News |
Meaning |
Signal |
Jay's Idea |
|
1 |
~11:47 PM |
V2 Retail |
Posts strong FY26 results — 61% revenue growth to ₹3,060 Cr; Q4 revenue +59% to ₹798 Cr; 325 stores via Tier 2/3 expansion |
Exceptional full-year performance — aggressive Tier 2/3 footprint growth |
BUY |
V2 Retail = deep Bharat retail play. 61% revenue growth is outstanding. Strong accumulate for 2-3 yr |
|
2 |
3:35 PM |
Kirloskar Pneumatic |
Aman Kirloskar appointed MD from April 1, 2026 after Srinivasan's tenure ends; approved via postal ballot |
Promoter family takes direct MD control — leadership transition |
HOLD |
Promoter at helm = long-term alignment. Watch for any strategic pivot under new MD |
|
3 |
3:27 PM |
Tata Motors |
Passenger vehicles March total sales 66,971 units vs 51,872 YoY; est 64,800 |
~29% YoY PV growth — beat estimate by ~3.3% |
BUY |
Tata Motors PV doing well — EV + ICE both growing. Beat estimates = positive earnings momentum |
|
4 |
2:47 PM |
Eicher Motors (CV) |
March CV total sales 13,311 units vs 12,094 YoY; est 13,300 |
~10% YoY growth — exactly matched estimates |
HOLD |
CV division in line with estimates. RE (2W) is the real bull story — focus there |
|
5 |
2:47 PM |
Tata Motors (CV) |
Commercial vehicles March total sales 47,976 units vs 41,122 YoY; est 46,000 |
~16.7% YoY CV growth — beat estimate by ~4.3% |
BUY |
CV beat is a big positive — infra & logistics driving demand. JLR + CV + PV all firing |
|
6 |
8:12 PM |
NASDAQ |
Up 152.50 points (0.71%) at 21,743.13 after market open |
Tech-heavy index opening green — risk-on for global tech |
BUY |
Dow + S&P + NASDAQ all green = broad US rally. Strong cue for Indian IT stocks next day |
|
7 |
2:35 PM |
Taj GVK Hotels |
Positional call: BUY TAJGVK at ₹321.5, target ₹480, stop loss ₹280 |
Broker positional buy call — 49% upside targeted with defined risk |
CALL |
Target ₹480 from ₹321.5 = ~49% upside. SL at ₹280 = 13% risk. Good R:R. Hospitality sector recovering |
|
8 |
2:23 PM |
Solarworld Energy Solutions |
Receives award letter for 200MW Block-IX solar project from NTPC Renewable Energy in Bikaner — ₹267.53 Cr with 3-yr O&M and 19-month execution |
Significant NTPC solar EPC order — quality client, defined timeline |
BUY |
NTPC order = high-quality revenue visibility. Solar EPC with O&M contract = recurring income angle |
|
9 |
1:56 PM |
Yes Bank |
Appoints S. Anantharaman as Chief Risk Officer — comes from Jio Financial, Bank of Baroda, HDFC Bank, L&T Finance |
Experienced CRO hired — strong pedigree from top financial institutions |
BUY |
Yes Bank rebuilding with quality leadership. CRO from HDFC/Jio = risk culture upgrade. Gradual re-rating story |
|
10 |
1:44 PM |
India Semiconductor Mission 2.0 |
Finance Ministry clears allocation of over ₹1 lakh crore for ISM 2.0; Cabinet likely to consider before April-end |
Massive govt push for domestic semiconductor industry — policy catalyst |
BUY |
₹1L Cr semiconductor push = decade theme. Buy semiconductor plays: Dixon, Tata Elxsi, KPIT, Kaynes |
|
11 |
1:41 PM |
Baazar Style Retail |
Closes one store in Brahmapur, Odisha — total stores now 262 |
Store closure — minor contraction in network |
SELL |
Store closures in value retail = demand concern in that region. Monitor if more closures follow |
|
12 |
1:39 PM |
Garden Reach Shipbuilders |
₹30.78 Cr NSE block trade — ~1,30,736 shares at ₹2,354 |
Large block trade — institutional buying/selling at ₹2,354 |
HOLD |
Block trades signal institutional activity. If it's buying = accumulation. GRSE = defence PSU hold |
|
13 |
1:17 PM |
Atul Auto |
March total sales 4,212 units vs 3,693 YoY |
~14% YoY volume growth — steady 3-wheeler performance |
HOLD |
Atul Auto niche 3W player. Consistent growth but small cap — only for high-risk investors |
|
14 |
1:07 PM |
Bandhan Bank |
Positional call: BUY BANDHANBNK at ₹149, target ₹180, stop loss ₹140 |
Broker positional buy call — ~21% upside, 6% downside risk |
CALL |
Target ₹180 from ₹149 = ~21% upside. SL ₹140 = 6% risk. Good R:R. Bandhan recovering — MFI stress easing |
|
15 |
12:57 PM |
L&T (Options) |
Positional call: BUY L&T 28 Apr 2026 3700 CE at ₹129, target ₹300, stop loss ₹74 |
Options call — buy L&T 3700 CE expiring April 28, 2026 |
CALL |
₹300 target from ₹129 = ~132% upside on option. High risk/reward. Only for options traders with discipline |
|
16 |
8:48 PM |
Iran / Geopolitical |
Iran FM Aragchi says they do NOT accept a ceasefire — seeking end to war with guarantees against future aggression |
Iran rejecting ceasefire — Hormuz tension continues, oil supply risk remains |
SELL |
No ceasefire = crude stays elevated. Bad for India macro. Sell rate-sensitive sectors; hedge via ONGC/Oil India |
|
17 |
~10:03 PM |
FII / DII Flow |
FII sells net ₹8,331.15 Cr in Indian shares today; DII buys net ₹7,171.80 Cr |
Heavy FII selling partially offset by DII buying — net negative flow |
SELL |
₹8,331 Cr FII sell is significant. Market likely under pressure next session. Stay defensive or go to cash |
|
18 |
~10:04 PM |
Yatra Online |
Wins CESTAT ruling — ₹111+ Cr tax demand and ₹39+ Cr penalty set aside, including relief for TSI Yatra |
Major tax dispute resolved in company's favor — ₹150 Cr+ liability removed |
BUY |
₹150 Cr+ tax win = balance sheet positive. Travel sector recovery + clean dispute = re-rating trigger |
|
19 |
11:46 PM |
Texmaco Rail & Engineering |
Bags ₹41.47 Cr order from Sushila Transport for Act-1 Auto Car Taller Wagons and BVCM Brake Vans (domestic, non-related party) |
New wagon order — adds to railway rolling stock order book |
BUY |
Railway capex theme continues. Texmaco = direct play on wagon demand surge. Accumulate on dips |
|
20 |
11:47 PM |
Shree Cement |
Receives draft FY23 tax demand of ~₹149 Cr; plans to object; company says no major impact expected |
Tax demand received but being contested — management confident of resolution |
NO ACTION |
FY23 demand = old issue. Company contesting — unlikely to materially impact. Hold existing position |
The biggest alerts from this batch: FII selling ₹8,331 Cr is a serious red flag, ISM 2.0 ₹1L Cr approval is a massive policy catalyst, and Iran rejecting ceasefire keeps crude risk elevated
bb
Tailor Aari karigar master need by another
+91 98654 74303
[24/03/26, 11:33:47 AM] ~AK Designer: Hi
[24/03/26, 11:33:51 AM] ~AK Designer: I m from Tamilnadu
[24/03/26, 11:33:53 AM] ~AK Designer: Erode district
[24/03/26, 11:34:23 AM] ~AK Designer: I started a new shop so I need cutting cum stitching master with good finishing
[24/03/26, 7:35:14 PM] Jay: Salary?
[24/03/26, 7:35:50 PM] ~AK Designer: 1300 to 1400
[24/03/26, 7:36:10 PM] Jay: Per day ? 1400
[24/03/26, 7:36:23 PM] ~AK Designer: You tell
[24/03/26, 7:36:46 PM] Jay: Per week want 9500
[24/03/26, 7:36:51 PM] Jay: 6 days
[24/03/26, 7:37:04 PM] ~AK Designer: This
[24/03/26, 7:37:08 PM] ~AK Designer: Per day
[01/04/26, 8:35:18 PM] ~AK Designer: Hi
[01/04/26, 8:55:15 PM] Jay: Yes
[01/04/26, 9:30:54 PM] ~AK Designer: Need aari karigar
[01/04/26, 11:08:42 PM] Jay: Pata karta hun sir
[01/04/26, 11:08:47 PM] Jay: Salary kitna?
[01/04/26, 11:19:17 PM] ~AK Designer: 26k monthly
Removed you
| Company | Recommendation | From Whom | Short Clear Analysis | Good Data / Highlights |
|---|---|---|---|---|
| PB Fintech | Buy | Jefferies | Maintained strong buy view with solid upside potential. | Target Price Rs 2100 |
| Edelweiss Financial Services | Neutral | N/A | Company approved public issue of secured NCDs for fundraising. | ₹250 Crore Secured NCDs |
| Infosys | Buy | Jefferies | Positive rating maintained with attractive target. | Target Price Rs 1700 |
| Whirlpool of India | Neutral | N/A | Large block trades executed on BSE and NSE – institutional movement. | BSE: ~1.5 Cr shares @ Rs 1075.2; NSE: ~9.7 Lakh shares @ Rs 1068 |
| Mahindra & Mahindra (M&M) | Buy | Nomura | Strong buy maintained with higher target on growth outlook. | Target Price Rs 4355 |
| Emami | Buy | Goldman Sachs | Bullish call with significant upside expected. | Target Price Rs 825 |
| Bayer Corp | Buy (Upgraded) | HSBC | Upgraded from Hold to Buy on margin recovery expectations. | Target Price Rs 5200 |
| Swiggy | Neutral | Company | Rejected false media reports on Instamart market status; no data shared with HSBC. | Urges trust in official updates only |
| Lenskart | Buy | Jefferies | Initiated coverage with positive view and target. | Target Price Rs 500 |
| Coforge Ltd. | Neutral | N/A | Large block trade on NSE – likely institutional activity. | ₹53.35 Cr NSE Block; ~2.79 Lakh shares @ Rs 1914.90 |
| FSN E-Commerce Ventures (Nykaa) | Neutral | N/A | Significant block trade on NSE. | ₹76.92 Cr NSE Block; ~28.9 Lakh shares @ Rs 265.46 |
| Hindustan Unilever | Buy | Positional Call | Positional buy recommendation with target and stop loss. | Buy @ 2450; Target 2575; SL 2380 |
Data compiled by bharatbaba.com • As of 17 December 2025 • Bengaluru, IN
| Company | Recommendation | From Whom | Short Clear Analysis | Good Data / Highlights |
|---|---|---|---|---|
| NALCO | Buy | HSBC | Positive view maintained; target raised on improved outlook. | Target Price raised to Rs 308 |
| GAIL | Buy | Citi | Strong buy call maintained with attractive valuation. | Target Price Rs 215 |
| Hero MotoCorp | Buy | Citi | Buy rating reaffirmed with high conviction target. | Target Price Rs 6900 |
| SEPC | Positive | N/A | Secured major international subcontract in energy infrastructure. | AED 35M (~₹85 Cr) order for UAE project |
| FSN E-Commerce Ventures (Nykaa) | Neutral | N/A | Large block trade executed on NSE – institutional activity. | ₹76.92 Cr NSE Block; ~28.9 Lakh shares @ Rs 265.46 |
| Ashoka Buildcon | Positive | N/A | Completed full acquisition of Ashoka Concessions – consolidation move. | ₹667.09 Cr acquisition completed |
| Mahindra & Mahindra (M&M) | Buy (Positional) | Positional Call | Positional option buy recommendation with defined target & stop. | Buy 3750 CE @119; Target 190; SL 75 |
| Reliance Industries (RIL) | Buy | Jefferies | Buy rating maintained with reasonable upside target. | Target Price Rs 1785 |
| LIC | Overweight | JP Morgan | Positive overweight stance with solid target. | Target Price Rs 1200 |
| Zydus Lifesciences | Positive | N/A | Signed major international agreement for exports and future production. | $100M agreement with Afghan firm |
| Lemon Tree Hotels | Positive | N/A | Expansion via two new property signings in key states. | New hotels in Gujarat & Uttarakhand |
| Shipping Corporation of India (SCI) | Neutral | N/A | Discussions underway for shipbuilding facility with Korean partners. | Talks with three major Korean shipyards |
| Tanfac Industries | Positive | N/A | Secured significant new order boosting order book. | Order worth ₹336 Cr |
| Sun Pharmaceutical Industries | Neutral | N/A | Large block trade on NSE – likely institutional rebalancing. | ₹103.04 Cr NSE Block; ~5.7 Lakh shares @ Rs 1808.90 |
Data compiled by bharatbaba.com • As of 17 December 2025 • Bengaluru, IN
| Company | Recommendation | From Whom | Short Clear Analysis | Good Data / Highlights |
|---|---|---|---|---|
| Bank of Baroda | Buy (Positional) | Positional Call | Positional option buy with defined target & stop loss. | Buy 290 CE @8.5; Target 14; SL 5 |
| Sudeep Pharma | Positive | N/A | Strong listing debut; opens significantly above issue price. | Listed @ ₹733.95 vs Issue ₹593 (+23.8% premium) |
| Axis Bank | Neutral | N/A | Large block trade on NSE – institutional movement. | ₹16.68 Cr NSE Block; ~1.3 Lakh shares @ Rs 1283.60 |
| Mahindra & Mahindra (M&M) | Positive | N/A | Strong YoY auto sales growth; tractor segment outperforms estimates. | Nov Auto: 92,670 units (+17% YoY); Tractor: 44,048 units (+32% YoY) |
| Lenskart | Positive | N/A | Strong QoQ/QoY EBITDA growth and margin expansion. | Q2 EBITDA ₹4.14B vs ₹2.87B (+44%); Margin 19.8% vs 16.5% |
| Ashok Leyland | Positive | N/A | Robust sales growth beating estimates – strong demand momentum. | Nov Sales 18,272 units (+29% YoY); Beat est 17,110 |
| Zen Technologies | Negative | N/A | CFO resignation – key management change. | CFO Afzal Harunbhai Malkani resigns eff. Nov 30, 2025 |
| Shree Cement | Neutral/Negative | N/A | Marketing Head resignation to pursue new opportunities. | Mr. Sushrut Pant resigns eff. Nov 30, 2025 |
| Atul Auto | Positive | N/A | Solid YoY sales growth in November. | Nov Sales 3,401 units (+20% YoY) |
| Dodla Dairy | Positive | N/A | Won tax appeal – cash refund incoming. | ₹22.24 Cr tax refund secured |
| Colab Platforms | Positive | N/A | Formed new wholly-owned subsidiary for semiconductor/electronics wholesale. | Colab Semiconductor Pvt Ltd; ₹25 Lakh capital |
| Dreamfolks Services | Positive | N/A | Approved major acquisition to expand footprint. | ₹36 Cr investment for 60.24% in ETT Solutions DMCC |
| Apeejay Surrendra Park Hotels | Positive | N/A | New hotel management agreement signed – portfolio expansion. | 42-room hotel in Mathura for 12 years |
| TVS Motor | Neutral | N/A | Strong YoY sales growth but missed estimates slightly. | Nov Sales 519,508 units (+29% YoY) |
| Emmvee Photovoltaic Power | Positive | N/A | Exceptional QoQ/QoY profit and revenue surge; margin expanded sharply. | Q2 Net Profit ₹2.4B vs ₹351M; Revenue ₹11.3B vs ₹4B |
| Tata Motors | Positive | N/A | Strong CV sales growth beating estimates. | Nov CV Sales 35,539 units (+29% YoY); Beat est 31,300 |
| Maruti Suzuki | Neutral | N/A | Solid YoY growth but slightly below estimates. | Nov Sales 229,021 units (+26% YoY) |
Data compiled by bharatbaba.com • As of 17 December 2025 • Bengaluru, IN
| Company / Event | Recommendation | From Whom | Short Clear Analysis | Good Data / Highlights |
|---|---|---|---|---|
| BrahMos (Defence – multiple cos) | Positive | Defence Secretary | Deals with Vietnam & Indonesia expected to close soon – major export momentum for BrahMos JV partners. | Finalisation of BrahMos deals imminent |
| Tech Mahindra | Neutral | N/A | Merger of fully-owned subsidiaries approved – internal restructuring, no major external impact expected. | Subsidiary merger approved |
| RPP Infra Projects | Positive | N/A | New contracts secured – good order book addition. | New orders worth ₹259.9 Cr |
| FII / DII Flows | Neutral/Negative (FII) | Market | Heavy FII selling offset by strong DII buying – net positive domestic support. | FII sell ₹3,642 Cr; DII buy ₹4,646 Cr |
| Deep Industries | Positive | N/A | Signed agreement with ONGC and Deep Exploration Services – potential new business in gas exploration. | Agreement signed with ONGC |
| CEIGALL India | Positive | N/A | Became L1 bidder for large highway project – strong order pipeline addition if awarded. | L1 for ₹1,089 Cr MP road project (48.1 km highway) |
| GAIL | Buy | UBS | Buy rating maintained with solid target – positive on gas sector outlook. | Target Price Rs 215 |
| LIC | Overweight | JP Morgan | Overweight maintained with attractive target – positive insurance sector view. | Target Price Rs 1200 |
| Trent Ltd | Neutral | N/A | Large block trade on NSE – institutional activity. | ₹53.05 Cr NSE Block; ~1.23 Lakh shares @ Rs 4306.20 |
| Bansal Wire Industries | Negative | N/A | Received large tax and penalty notice – potential financial impact. | Tax + penalty notice of ₹2.03 Bn |
| Hindalco | Buy | HSBC | Buy rating maintained; target raised on improved metal outlook. | Target Price raised to Rs 1040 |
| Force Motors | Positive | N/A | Strong YoY sales growth in November. | Nov Sales 2,883 units (+53% YoY) |
| IRFC | Positive | N/A | Signed large international loan – strengthens funding for railway infra projects. | $300 Mn loan from Sumitomo Mitsui |
| Raymond | Neutral | N/A | Group CFO resignation; internal successor appointed. | Amit Agarwal resigns; Rakesh Tiwary takes over Dec 3, 2025 |
Data compiled by bharatbaba.com • As of 17 December 2025 • Bengaluru, IN
| Company / Event | Recommendation | From Whom | Short Clear Analysis | Good Data / Highlights |
|---|---|---|---|---|
| FII / DII Flows | Neutral/Negative (FII) | Market | Heavy FII selling offset by strong DII buying – domestic support cushions market. | FII sell ₹1,944 Cr; DII buy ₹3,661 Cr |
| Excelsoft | Positive | N/A | Partnership with AQA for AI-powered ethical grading of handwritten answers – edtech innovation. | AI Task Force for secure student answer grading |
| BEML | Positive | N/A | Signed MoU with Sagarmala Finance for maritime manufacturing support – potential funding boost. | MoU for local maritime financial aid |
| Meesho / Aequus / Vidya Wires IPOs | Positive (Retail) | N/A | Strong retail subscription on last day – high demand for these IPOs. | Meesho 9.54x, Aequus 34.13x, Vidya Wires 12.32x (retail) |
| Reliance Industries | Positive | N/A | Unit acquires 49% stake in Oval Invincibles – sports/entertainment portfolio expansion. | GBP 60.27 Mn (~₹722 Cr) for 49% stake |
| Tech Mahindra | Positive | N/A | Yabx Technologies launches in Rwanda – international fintech expansion. | Yabx Rwanda launch |
| Godavari Biorefineries | Positive | N/A | Received patent for compounds targeting cancer stem cells – potential breakthrough in oncology. | Patent for anti-cancer stem cell compounds |
| IndiGo | Negative | Co-CEO | Dec 5 marked worst day with >1,000 cancellations – operational disruption. | >1,000 flights cancelled on Dec 5 |
| Kalpataru Projects International | Negative | Tax Authority | Ordered to pay tax fine – potential hit to finances. | Fine of ₹71.1 Mn |
| Aarti Industries | Negative | Tax Authority | Faces penalty from tax dept – compliance issue. | Penalty of ₹3.8 Mn |
| Morepen Laboratories | Negative | GST Authority | Received notice over excess GST refund claim – potential repayment risk. | Notice on ₹117.94 Cr excess refund |
| US Markets / Fed Rate Cut Odds | Positive (Global) | Market | Poor payroll data boosts hopes for Fed rate cut – >90% chance of 25 bps cut next week. | >90% probability of 25 bps Fed cut |
| Spot Silver | Positive | Market | Sharp rally to new all-time high – strong commodity momentum. | Record high $58.99/oz (+>3%) |
| Angel One | Negative | N/A | Temporary platform disruption due to Cloudflare issue – access problems. | Cloudflare outage affected web platform |
Data compiled by bharatbaba.com • As of 17 December 2025 • Bengaluru, IN
| Company | Recommendation | From Whom | Short Clear Analysis | Good Data / Highlights |
|---|---|---|---|---|
| SPML Infra | Positive | N/A | Secured major water infra contract under Jal Jeevan Mission – strong order inflow. | ₹207 Cr contract for Rajasthan water supply improvement |
| RailTel | Positive | N/A | New contract win – adds to telecom/rail infra order book. | Contract worth ₹14.4 Cr |
| Shakti Pumps (India) | Neutral | N/A | Independent Director & Audit Committee Chairperson steps down – governance change. | Vandana Bhagavatula resigns |
| Cochin Shipyard | Positive | N/A | Major international deal signed for electric tugs – green shipbuilding push. | 4 fully electric 2600E tugs; deliveries from late 2027 |
| Hazoor Multi Projects | Positive | N/A | Significant new order secured – boosts revenue visibility. | Order worth ₹235.4 Cr |
| India-US Trade Talks | Neutral | N/A | Bilateral trade discussions to begin soon – potential for tariff/export updates. | Talks start Dec 10 in New Delhi |
| PhysicsWallah | Positive | N/A | Strong QoQ/QoY EBITDA growth and margin improvement – edtech momentum. | Q2 EBITDA ₹1.8B vs ₹1.34B (+34%); Margin 17.23% vs 16.11% |
| Anupam Rasayan India | Positive | N/A | Board approves overseas acquisition – global specialty chemicals expansion. | Purchase of Monitchem Kansas for $155 Mn |
| Coforge | Positive | N/A | Launched new AI-driven transaction processing CoE – innovation in fintech/BFSI. | Z/TPF Center of Excellence for AI transaction processing |
| FII / DII Flows | Neutral/Negative (FII) | Market | Continued FII selling balanced by strong DII inflows – domestic buying supports market. | FII sell ₹3,760 Cr; DII buy ₹6,225 Cr |
| HFCL | Positive | N/A | Major export orders secured via foreign subsidiary – strong optical fiber demand. | Export orders USD 73 Mn (~₹656 Cr) for optical fiber cables |
| ICICI Bank | Positive | N/A | Plan to acquire up to 2% stake in ICICI Prudential Asset Management – strategic investment. | Up to ₹21.4 Bn for 2% in ICICI Prudential AMC |
| LTIMindtree | Positive | N/A | Partnership with Xage Security for zero-trust cybersecurity – enhances critical infra protection. | Zero-trust solutions for essential infrastructure |
| Acme Solar Holdings | Positive | N/A | State approval received for wind project – renewable energy portfolio growth. | 16 MW wind project in Gujarat approved |
| Biocon | Positive | N/A | Board approves large fundraising for Mylan's cash transaction – supports biosimilars growth. | Up to ₹4,500 Cr fundraising approved |
Data compiled by bharatbaba.com • As of 17 December 2025 • Bengaluru, IN
| Company / Event | Recommendation | From Whom | Short Clear Analysis | Good Data / Highlights |
|---|---|---|---|---|
| AU Small Finance Bank | Positive | N/A | Received RBI approval to raise FDI limit – opens door for more foreign capital inflow. | FDI limit raised from 49% to 74% |
| NASDAQ / Fed Rate Cut | Positive (Global) | Market | Markets turn positive post Fed rate cut – supports risk-on sentiment. | NASDAQ up 0.06% after rate cut |
| Tara Chand Infralogistic Solutions | Positive | N/A | New contract win – adds to infra/logistics order book. | Contract worth ₹241.4 Mn |
| Spot Silver | Positive | Market | Silver surges to new all-time highs – strong commodity rally on lower rates outlook. | Record high $59.71/oz, topped $60 |
| IRB Infra | Positive | N/A | Strong toll revenue growth YoY – healthy cash flows from highways. | Nov toll revenue +16% YoY to ₹716 Cr |
| FII / DII Flows | Neutral/Negative (FII) | Market | FII selling continues but DII inflows remain robust – market supported domestically. | FII sell ₹1,651 Cr; DII buy ₹3,752 Cr |
| Dhanuka Agritech | Negative | GST Authority | Received large GST demand order – company plans to appeal. | Demand of ₹121.32 Cr |
| TVS Supply Chain Solutions | Positive | N/A | Board approves significant investment in subsidiary – capacity/expansion push. | Up to ₹1 Bn investment in unit |
| Lemon Tree Hotels | Positive | N/A | New hotel agreements signed – portfolio expansion in key states. | Two new locations in Andhra Pradesh & Chhattisgarh |
| IndusInd Bank | Positive | N/A | Launched co-branded credit card with Jio-BP – new mobility/fuel segment product. | 'IndusInd Bank Jio-BP Mobility+' Credit Card launched |
| Fermenta Biotech | Positive | N/A | Approved major capex for Dahej facility – focus on plant-based vitamins & green chemistry. | ₹110 Cr investment for expansion in FY26 |
| Hindustan Unilever | Neutral | N/A | Large block trade on NSE – institutional rebalancing. | ₹230.10 Cr NSE Block; ~10 Lakh shares @ ₹2300.60 |
| Hubtown | Positive | N/A | Strong pre-sales reported; merger to significantly boost DDV – growth trajectory intact. | Pre-sales ~₹3,547 Cr (Nov 2025); DDV to rise to ₹1,300 Bn post-merger |
| Highway Infrastructure | Positive | N/A | Biggest-ever single contract from NHAI – order book crosses ₹1,000 Cr mark (103% growth since Mar 2025). | ₹328.77 Cr NHAI contract; Order book > ₹1,000 Cr |
Data compiled by bharatbaba.com • As of 17 December 2025 • Bengaluru, IN
| Company / Event | Recommendation | From Whom | Short Clear Analysis | Good Data / Highlights |
|---|---|---|---|---|
| Spot Gold | Neutral | Market | Gold pares losses post Fed decision – stable near highs. | Down 0.1% at $4,203.99/oz |
| S&P 500 | Positive (Global) | Market | US indices rise after Fed rate cut – risk-on sentiment. | S&P 500 up 0.38% |
| IndusInd Bank | Neutral | N/A | Chairman Sunil Mehta to resign in January – leadership transition. | Resignation effective January 2026 |
| JSW Steel | Buy | Jefferies | Buy maintained with attractive target – positive steel sector view. | Target ₹1,300 |
| Meesho | Positive | N/A | Strong listing premium on BSE – successful IPO debut. | Listed at ₹161.20 vs issue ₹111 (+45% premium) |
| RailTel Corp India | Positional Buy | Positional Call | Positional recommendation with clear target & stop loss. | Buy @ ₹338.75; Target ₹430; SL ₹310 |
| Garware Hi-Tech Films | Neutral/Negative | N/A | Temporary plant shutdown for maintenance – short-term production impact. | Chips plant & lines shutdown 10–35 days from Dec 16, 2025 |
| Shakti Pumps | Positive | N/A | Major order win – boosts solar pump order book. | Order worth ₹444 Cr |
| Eicher Motors | Buy (Upgraded) | HSBC | Upgraded to Buy with higher target – positive on Royal Enfield outlook. | Target ₹8,000 |
| GAIL (India) | Negative | GST Authority | GST demand on corporate guarantees to subsidiaries – potential liability. | Demand ₹143.08 Cr |
| Suzlon Energy | Positive | CESTAT | Tax penalty reduced to zero – significant relief. | Penalty reduced from ₹219.2 Mn to ₹0 |
| Tejas Networks | Positive | N/A | Won majority of BharatNet Phase-III packages – top supplier status. | 7 out of 12 packages for IP routing equipment |
| Kirloskar Ferrous Industries | Neutral/Negative | N/A | Temporary halt at Hiriyur plant – short-term production impact. | Operations halt at Hiriyur plant |
| Aditya Infotech (CP Plus) | Positive | N/A | Partnership with Qualcomm for AI video intelligence – enhances security solutions. | AI solutions using Qualcomm Edge AI tech |
| Tembo Global | Positive | N/A | Large order secured – significant revenue addition. | Order worth ₹7 Bn |
| Wipro | Positive | N/A | Enhanced partnership with Google Cloud – Gemini Enterprise rollout worldwide. | Gemini Enterprise worldwide partnership |
| Wipro | Positive | N/A | Three-year partnership with Microsoft announced – cloud/AI collaboration. | 3-year Microsoft partnership |
| Yogi (likely Yogi Infra or similar) | Positive | N/A | New order received – infra/project addition. | Order worth ~₹187.7 Mn |
| Apar Industries | Neutral | N/A | CEO of Cable Solutions resigns – leadership change in segment. | Shashi Amin resigns eff. Dec 12, 2025 |
| Astra Microwave Products | Positive | N/A | Major defence/weather radar order – long-term execution visibility. | ₹171.38 Cr order for 6 Klystron radars + warranty/CAMC |
| Astra Microwave Products | Positive | N/A | Another large order win – defence/electronics strength. | Order worth ₹1.24 Bn |
| Tech Mahindra | Positive | N/A | New step-down subsidiary in Tanzania – Africa expansion for software/analytics. | Yabx Technologies Tanzania established |
| Voltas | Positive | Tax Authority | Tax demand drastically reduced – major relief. | Demand lowered from ₹317.7 Mn to ₹14,000 |
| FII / DII Flows | Neutral/Negative (FII) | Market | FII selling moderated; strong DII buying continues to support market. | FII sell ₹1,114 Cr; DII buy ₹3,869 Cr |
| Lemon Tree Hotels | Positive | N/A | New property in Nepal – international expansion. | New agreement in Nepal |
| Tech Mahindra | Positive | N/A | New subsidiary in Zambia for programming services – Africa growth. | Yabx Technologies Zambia Limited established |
| Ola Electric | Positive | N/A | Co-founder sells pledged shares to clear large loan – debt reduction & pledge release. | Cleared ₹2.60 Bn loan; 3.93% shares released |
| MCX Silver | Positive | Market | Silver futures hit record high – strong momentum. | March contract high ₹205,934/kg |
| ICICI Prudential Life | Buy | Citi | Buy maintained with solid target – positive insurance view. | Target ₹870 |
| Polycab India | Neutral | N/A | Large block trade on NSE – institutional movement. | ₹544.32 Cr NSE Block; ~7.57 Lakh shares @ ₹7,192.50 |
| FII / DII Flows | Neutral/Negative (FII) | Market | FII selling persists but DII inflows strong – domestic support intact. | FII sell ₹1,468 Cr; DII buy ₹1,792 Cr |
| Vikram Solar | Positive | N/A | Major investment approved for BESS phase-1 – renewable storage push. | ₹4,371 Cr for first phase via VSL Powerhive |
| RBL Bank | Neutral | N/A | CFO steps down – key management change. | Buvanish Tharashankar resigns |
| Nucleus Software Exports | Positive | N/A | Successful launch of FinnOne Neo at MB Bank Vietnam – fintech win. | Platform improves debt management & collections |
| FII / DII Flows | Neutral/Negative (FII) | Market | FII selling offset by DII buying – balanced flows. | FII sell ₹2,382 Cr; DII buy ₹1,077 Cr |
| RBL Bank | Buy | Citi | Buy maintained with reasonable target – positive banking view. | Target ₹390 |
| Reliance Industries | Overweight | Morgan Stanley | Overweight maintained with higher target – strong conglomerate outlook. | Target raised to ₹1,847 |
| Spot Silver | Positive | Market | Silver hits fresh record – commodity bull run continues. | New high $64.32/oz |
| Tara Chand Infralogistic Solutions | Positive | N/A | New order from JK Cement – infra/logistics addition. | ₹140.4 Mn order |
Data compiled by bharatbaba.com • As of 17 December 2025 • Bengaluru, IN
| Company | Recommendation | From Whom | Short Clear Analysis | Good Data / Highlights |
|---|---|---|---|---|
| Garuda Construction | Neutral | N/A | Very strong quarterly revenue jump shows project momentum. | Revenue up massively to 1.4B from 622M |
| Divi's Labs | Positive | Management | Strong growth expected from new products despite patent losses; optimistic capex plans. | New launches + synthesis for 2027 volumes |
| Schneider Electric Infrastructure | Neutral | N/A | EBITDA declined slightly YoY, but margin improved marginally. | EBITDA 1.7B vs 1.40B; Margin 16.77% vs 16.35% |
| Aditya Infotech | Positive | N/A | Strong EBITDA growth and margin expansion; also setting up greenfield project and MOU for JV. | EBITDA 1.4B vs 692M (+102%); Margin 12.28% vs 8.34% |
| SpiceJet | Negative | N/A | Turned profitable quarter into big net loss; revenue grew but costs pressured heavily. | Net Loss 2.6B vs Profit 204M; Revenue +14.6% |
| EID Parry India | Positive | N/A | Strong profit and revenue growth; EBITDA also up with stable margin. | Net Profit 2.3B vs 1.95B (+18%); Revenue +18.4% |
| ONGC | Positive (dividend) | N/A | Declared second interim dividend; EBITDA slightly down QoQ but still very strong. | ₹6.25/share interim dividend; EBITDA 152.7B |
| Biocon | Positive | N/A | Massive profit turnaround and revenue growth. | Net Profit 1.44B vs 251M; Revenue +9.2% |
| Time Technoplast | Neutral | N/A | EBITDA grew, but margin dipped slightly. | EBITDA 2.33B vs 2B (+16.5%) |
| Gujarat Industries Power Co | Positive | N/A | Strong EBITDA growth and significant margin improvement. | EBITDA 1.2B vs 894M (+34%); Margin 33.07% vs 27.78% |
| H.G. Infra Engineering | Neutral | N/A | EBITDA up, but margin slightly compressed. | EBITDA 3.1B vs 2.9B (+6.9%) |
| Endurance Technologies | Positive | N/A | Strong profit and revenue growth; EBITDA up nicely. | Net Profit 2.2B vs 1.8B (+22%); Revenue +26% |
| Hindustan Construction | Positive | N/A | Won significant railway project – good order book addition. | Project worth ₹5.78 Billion |
| Panache Digilife | Positive | N/A | Turned loss to profit; strong revenue growth. | Net Profit 44M vs 20M; Revenue +258% |
| Simplex Infrastructures | Positive | N/A | Turned from loss to profit with good revenue. | Net Profit 79M vs Loss 112M |
Data compiled by bharatbaba.com • As of 13 February 2026 • Bengaluru, IN
| Company | Recommendation | From Whom | Short Clear Analysis | Good Data / Highlights |
|---|---|---|---|---|
| Garuda Construction | Neutral | N/A | Very strong quarterly revenue jump shows project momentum. | Revenue up massively to 1.4B from 622M |
| Divi's Labs | Positive | Management | Strong growth expected from new products despite patent losses; optimistic capex plans. | New launches + synthesis for 2027 volumes |
| United Breweries | Neutral | Management | Reinvesting savings to build brands amid rising costs. | Focus on long-term brand strength |
| Hindalco | Buy | HSBC | Profit down due to exceptional items but revenue/EBITDA grew; core ops resilient. | Revenue +13.9%, EBITDA +5.5%; Buy rating Rs 1,210–1,240 |
| Mahindra & Mahindra | Buy | Citi | Stable positive view maintained. | Target unchanged at ₹4,230; strong EV momentum |
| Hindustan Unilever | Neutral | N/A | Steady volume beat + modest revenue growth; margins stable. | 4% volume growth (beat est 3%), revenue +4.3% |
| Coal India | Neutral/Positive (dividend) | N/A | Profit/revenue/EBITDA down YoY but declared interim dividend. | ₹5.50/share 3rd interim dividend; yield ~6.3% |
| Puravankara | Positive | N/A | Turned from loss to profit with huge revenue surge. | Profit 583M vs prior loss; revenue +234% |
| Gujarat Fluorochemicals | Neutral | N/A | Slight dip in profit/EBITDA/margin. | Profit down 20.8%, EBITDA -6.5% |
| Cohance Lifesciences | Neutral/Negative | N/A | Sharp declines in profit, revenue, margins. | Profit -76%, margin halved |
| Indian Hotels Co | Positive | N/A | Strong profit surge, revenue growth, beat estimates. | Profit +55%, revenue +13.5% |
| Travel Food | Positive | N/A | Consistent growth in profit/revenue/EBITDA. | Profit +33%, high margin ~40% |
| Engineers India | Very Positive | N/A | Exceptional jumps across profit, revenue, EBITDA. | Profit +221%, revenue +59%, margin +127% |
| Indian Hume Pipe | Positive | N/A | Profit surged despite revenue drop. | Profit +327% |
| Muthoot Finance | Positive | N/A | Very strong growth, beat estimates. | Profit +96%, revenue +64% |
| Vodafone Idea | Sell/Underweight | JPMorgan | Downgraded due to weak growth, funding delays. | Target Rs 9, downside ~24% |
| Rattanindia Enterprises | Neutral | N/A | Losses reduced YoY. | Net loss improved vs prior year |
| MTNL | Negative | N/A | Losses widened, revenue down. | Net loss 8.96B, revenue -24% |
Data compiled by bharatbaba.com • As of 12 February 2026 • Bengaluru, IN
Feb 11, 2026 | Complete New Batch | 25+ Fresh Records
| 🥇 PRIORITY: Healthcare (Apollo) + Premium 2W (Eicher) + Power Equipment (Kirloskar). 🚀 THEME: FII net buy ₹69.45Cr yesterday confirms bullish flows. ⚠️ AVOID: Pharma pricing pressure names. |
February 10, 2026 | Q3 Results + Jay & ALL Analyst Calls | FII ₹2254Cr Inflows
| 🥇 PRIORITY: Dividend compounders + margin expansion leaders. 🚀 THEME: Energy/Power outperforming. FII buying ₹2254Cr confirms bull market. ⚠️ AVOID: Auto cyclicality, Pharma pricing pressure. |
| Today Price | Company / Subject | Action / Rating / Recommendation | Target Price / Key Info | Type |
|---|---|---|---|---|
| - | Tembo Global Industries | Board greenlights investment | ₹1.3 bln in Tembo Defense Products | Corporate Action |
| - | Thermax | Secures major order | ₹5.8 billion | Order Win |
| - | Protean eGov | EVP Bertram D'Souza steps down as CPO | Leadership change | Management |
| - | Bandhan Bank | Head of Internal Vigilance P Ramaswamy steps down | - | Management |
| - | Vikram Solar | Opens 5GW Vallam plant in Tamil Nadu | Capacity now 9.5GW; cutting-edge tech | Capacity Expansion |
| - | Paytm | Positional Call: Buy 30 DEC 2025 1300 CE at 41 | Target 75, Stop loss 18 | Trading Idea |
| - | Panorama Studios | Rights for Hindi remake | Malayalam film Drishyam 3 | Corporate News |
| - | TCS | Positional Call: Buy 30 DEC 2025 3140 CE at 77 | Target 110, Stop loss 61 | Trading Idea |
| 4306.20 | TRENT LTD. | NSE Block Trade | Rs. 53.05 cr/123,201 shares | Block Trade |
| - | Best Agrolife Ltd | Board meeting set (3 Dec 2025) | To discuss share split and bonus shares | Corporate Action |
| - | Bajaj Auto | Launches e-rickshaw "Riki" | 149km range, new models launched | Product Launch |
| - | PGEL | NSE may increase margin due to volatility | Traders, ensure sufficient margin | Alert / Margin News |
| Today Price | Company / Subject | Action / Rating / Recommendation | Target Price / Key Info | Type |
|---|---|---|---|---|
| - | Transformers And Rectifiers (India) | Secures ₹389.97 cr order, 53 transformers | Delivery by next financial year | Order Win |
| 273.75 | ADANI WILMAR LTD. | NSE Block Trade | Rs. 440.56 cr/16,093,673 shares | Block Trade |
| - | Jyoti | Order Win | ₹407.7 million | Order Win |
| 25,860.30 | NSE Index | Closes down by 0.38% | -99.20 points | Index Move |
| - | Indian Overseas Bank | Receives Tax Refund | ₹8.35 billion for FY22-23 | Corporate News |
| 4995.00 | PFIZER LTD. | NSE Block Trade | Rs. 100.37 cr/200,949 shares | Block Trade |
| - | KP Green Engineering | Delivers Rail Bridge for Chennai Metro | New Matar facility operational | Infra/Order Update |
| - | Reliance Industries [finance:Reliance Industries Limited] | Samsung, Mukesh Ambani meeting | Working together in Seoul | Business Alliance |
| - | RattanIndia Enterprises | Creates Subsidiary | Neorise Global Trading, Dubai | Corporate Action |
| - | Acme Solar Holdings Limited | Signs agreement for 200 MW solar project | Capacity now 5.38 GW, commissioning by June 2027 | Order/Expansion |
| 1960.00 | NARAYANA HRUDAYALAYA LTD. | NSE Block Trade | Rs. 219.85 cr/1,121,674 shares | Block Trade |
| - | Exide Industries | Invests ₹750 mn in Exide Energy Solutions | Advanced battery manufacturing | Corporate Investment |
| 2017 | Deepak Nitrite | Morgan Stanley - Overweight (cut TP) | Target Price: Rs 2017 | Research Rating |
| - | Dixon Tech | 5G phone makers may cut/exit budget due to margin pressure | Component costs rising | Sector Outlook |
| 2407.60 | ADANI ENTERPRISES LTD. | NSE Block Trade | Rs. 132.85 cr/551,815 shares | Block Trade |
| 425 | HPCL | Investec - Sell | Target Price: Rs 425 | Research Rating |
| - | Yatra Online | CEO Dhruv Shringi steps down | Siddhartha Gupta new CEO | Management Change |
| 4000 | Shaily Eng | UBS - Buy (Initiate) | Target Price: Rs 4000 | Research Rating |
| 330 | BPCL | Investec - Sell | Target Price: Rs 330 | Research Rating |
| 1900 | LG Electronics | Jefferies - Buy (Initiate) | Target Price: Rs 1900 | Research Rating |
| 2300 | Lupin | Jefferies - Buy | Target Price: Rs 2300 | Research Rating |
| 19 Nov Price | Company | Action / Rating / Recommendation | Target Price / Key Info | Type |
|---|---|---|---|---|
| - | FM / SEBI | Capital market participants suggest reducing STT | SEBI aims to boost cash market volumes | Policy Suggestion |
| - | KAYNES | NSE may increase margin due to volatility | Ensure sufficient margin | Exchange Alert |
| - | Kaynes | Reports expected improvement in & to maintain EBITDA margins | EBITDA margin outlook | Corporate News |
| 1257.40 | AXIS BANK LTD. | Block trade | 845,222 shares, Rs 106.28 cr | Trade Data |
| 160 | Ashok Leyland | HSBC – Maintain Hold | PT raised to Rs 160 from Rs 145 | Research Rating |
| 3701.30 | Mahindra & Mahindra Ltd. | Block trade | 501,255 shares, Rs 185.53 cr | Trade Data |
| 430 | Oil India | Nomura – Neutral | PT Rs 430 | Research Rating |
| 1670 | Voltas | Jefferies – Buy | PT Rs 1670 | Research Rating |
| 533.40 | TRIVENI TURBINE LTD. | Block trade | 1,485,674 shares, Rs 79.25 cr | Trade Data |
| 2300 | Star Health & Allied Insurance | HSBC on SBI Life – Buy | PT raised to Rs 2300 | Research Rating |
| 380 | Tata Motors | HSBC – Initiate Buy | PT Rs 380 | Research Rating |
| 3702.00 | Mahindra & Mahindra Ltd. | Block trade | 226,033 shares, Rs 83.68 cr | Trade Data |
| 145 | Physicswallah | IPO Listing | List ₹145 vs issue price ₹109 | IPO Listing |
| 2637.80 | Mphasis Ltd. | Block trade | 997,789 shares, Rs 263.20 cr | Trade Data |
| 427 | Exide Industries | Nomura – Neutral | PT Rs 427 | Research Rating |
| 24725 | PTC Industries | Goldman Sachs – Buy maintained | PT Rs 24,725 | Research Rating |
| 217 | EMMVEE Photovoltaic Power | Starts trading | Issue price ₹217 | IPO Listing |
| 427 | Eternal | Morgan Stanley – Buy | PT Rs 427 | Research Rating |
| 760 | Marico | CITI – Buy | PT Rs 760 vs 738 | Research Rating |
| 6090.50 | Kaynes Technology India Ltd. | Block trade | 343,304 shares, Rs 209.09 cr | Trade Data |
| 650 | Star Health & Allied Insurance | CITI – Buy | PT Rs 650 vs 580 | Research Rating |
| 2659.70 | Mphasis Ltd. | Block trade | 259,385 shares, Rs 68.99 cr | Trade Data |
| - | Zodiac Energy | Launched three solar power plants | Gujarat | Corporate News |
| - | Cipla/Eli Lilly | Eli Lilly's Donanemab approved in India | Donanemab drug approval | Regulatory Approval |
| 942 | Newgen Software Tech | Buy call | Target 1100, SL 865 | Trade Call |
| - | Azad Engineering | Deal with Pratt & Whitney Canada for aerospace | Skill strengthening | Corporate News |
| 1305 | Paytm | Societe Generale bulk deal | 3.2M shares at 1305 | Trade Data |
| - | Azad Engineering | Signs deal with Pratt & Whitney Canada | Boost aerospace manufacturing | Corporate News |
| 1864 | LG Electronics | Morgan Stanley – Overweight | PT Rs 1,864 | Research Rating |
| - | Sequent Scientific | Viyash Lifesciences merger greenlit | Global animal health company planned | Corporate News |
| - | Trishakti Industries | Major contract from Reliance Industries; new capex | ₹75M started; Total FY26 capex ₹1112M | Corporate News |
| - | Biocon | USFDA nod for Tofacitinib ER tabs 11mg/22mg | RA drug approval | Regulatory Approval |
| 1920 | LG Electronics | JPM – Overweight | PT Rs 1920 | Research Rating |
| 1305 | One 97 Communications Ltd. | Block trade | 12,971,816 shares, Rs 1,692.82 cr | Trade Data |
| - | Waaree Energies | Income Tax search at company offices | Full cooperation | Corporate News |
| 935 | Indian Hotels | Jefferies – Buy | PT Rs 935 | Research Rating |
| 75 | IDFC First | UBS – Downgrade to Sell | PT cut to Rs 75 from Rs 80 | Research Rating |
| 1163 | Intellect Design | Buy call | Target 1340, SL 1050 | Trade Call |
| 2000 | Deepak Fertilizer | Emkay – Initiate Buy | PT Rs 2000 | Research Rating |
| - | Ugro Capital | Approves NCD issuance | Up to ₹100 cr with green shoe option | Corporate News |
| - | Subex | New brand identity, AI focus | New logo reflects biz & tech convergence | Corporate News |
| 95 | Persistent 25 Nov 2025 6300 CE | Buy call | Target 200, SL 42 | Trade Call |
| - | Blue Cloud Softech Solutions | MOU with Konkan Railway for 5G network | Stations: Madgaon, Ratnagiri, Udupi | Corporate News |
| - | Marksans Pharma | USFDA nod for Loperamide 2mg tab | OTC approval | Regulatory Approval |
| 5200 | HAL | UBS – Neutral | PT Rs 5200 | Research Rating |
| 370 | Tata Capital | JPMorgan – Overweight | PT Rs 370 | Research Rating |
| - | Vipul Organics | Reports strong growth in export specialities | ₹40M+ exports for auto category | Corporate News |
| 1170 | PNB Housing | MS – Overweight | PT Rs 1170 | Research Rating |
| 4.7 | BankBaroda 25 Nov 2025 290 CE | Buy call | Target 10, SL 3 | Trade Call |
| 4200 | M&M | Goldman Sachs – Buy | PT Rs 4,200 | Research Rating |
| - | Hindustan Aeronautics | Start Tejas MK1A jets delivery in 24–36 months | 8 jets | Corporate News |
| 2110 | Glenmark Pharma | HSBC – Buy | PT cut to Rs 2110 | Research Rating |
| - | Knowledge Marine & Engineering Works | Order from Vizag Port for tug management | ₹384.33 cr | Corporate News |
| - | MGL | Full restoration of GAIL gas supply | Mumbai/suburbs by afternoon Nov 18 | Corporate News |
| 252.75 | Sequent Scientific | Buy call booked profit (from 243 entry) | Call closed | Trade Call |
| - | SAMMAANCAP | NSE may increase margin due to volatility | Ensure sufficient margin | Exchange Alert |
| - | Concord Control Systems | Order from Indian Railways for loco control | ₹19.17 cr; 7 months completion | Corporate News |
| 2247.00 | Mankind Pharma Ltd. | Block trade | 1,001,959 shares, Rs 225.14 cr | Trade Data |
| 2107 | Kotak Mahindra Bank | Buy call | Target 2170, SL 1995 | Trade Call |
| - | Mahindra Holidays | Plans ₹1,000 cr investment in new hospitality | Mahindra Signature Resorts | Corporate News |
| 1920 | LG Electronics | MorganStanley – Overweight | PT Rs 1920 | Research Rating |
| 1546.30 | Reliance Industries Ltd. | Block trade | 440,148 shares, Rs 68.06 cr | Trade Data |
| - | JSW Energy | Approval for Raigarh Champa Rail Infra | Corporate resolution process | Corporate News |
| 17.5 | LT 25 Nov 2025 4060 CE | Buy call | Target 40, SL 8 | Trade Call |
| - | Tilaknagar Industries | Gives shares to warrant holders | 34 lakh equity shares | Corporate News |
| 1545.40 | Reliance Industries Ltd. | Block trade | 505,892 shares, Rs 78.18 cr | Trade Data |
| - | Texmaco Rail & Engineering | Contract for OHE at Kalyan Station | ₹6.39 cr, 6 months closure | Corporate News |
| 1800 | ICICI Bank | MorganStanley – Overweight | PT Rs 1800 | Research Rating |
| 2940 | Adani Enterprises | Jefferies – Buy Maintained | PT Rs 2940 | Research Rating |
| 1300 | Info Edge | BofA – Underperform | PT Rs 1300 | Research Rating |
| - | Transrail Lighting | Secures ₹548 cr new orders incl. MENA | Total FY26 orders > ₹4,285 cr | Corporate News |
| 6793 | Hero Motocorp | Macquarie – Upgrades to O-P | PT Rs 6793 | Research Rating |
| - | Hyundai Motor | Invests 214.7M in FPEL TN wind farm | Wind farm expansion | Corporate News |
| - | Paytm | Company regains previous UPI records | Sets volume record | Corporate News |
| - | Blue Cloud Softech Solutions | Partners with AP Economic Development Board | ₹400 cr investment in healthtech | Corporate News |
| 5888.50 | Britannia Industries Ltd. | Block trade | 201,199 shares, Rs 118.48 cr | Trade Data |
| - | Gujarat Industries Power | Expands solar project by 150 MW | Total 465 MW/600 MW | Corporate News |
| - | Blue Star | Reports 10% drop in summer season business | Business update | Corporate News |
| 708.45 | KEC International Ltd. | Block trade | 1,343,486 shares, Rs 95.18 cr | Trade Data |
| - | Tembo Global | Secures ₹107 cr order, mkt cap ₹1250 cr | Order win update | Corporate News |
| 220 | Fujiyama Power Systems | Listed below issue price | IPO ₹228, Listed ₹220 | IPO Listing |
| 3748.30 | Mahindra & Mahindra Ltd. | Block trade | 236,407 shares, Rs 88.61 cr | Trade Data |
| - | Sunita Tools | Acquires 51% in Avisan, enters naval defence | Sales ₹6.27 cr, strong order book | Corporate News |
| 756.95 | UPL Ltd. | Block trade | 661,451 shares, Rs 50.07 cr | Trade Data |
| 879.6 | Dredging Corp | Buy call booked (from 860 entry) | Call closed | Trade Call |
| - | Tilaknagar Industries | Launches premium Seven Islands whisky | Product launch | Corporate News |
| - | Viviana Power Tech | Allots 3,796,800 bonus shares, acquires 100% Viviana Engg | Corporate actions | Corporate News |
19 Nov 2025
| Company | Action | Rating / Recommendation | Target Price / Key Info | Type |
|---|---|---|---|---|
| Eicher Motors | Buy | Citi maintains | Cut to Rs 7,750 from Rs 7,850 | Recommendation |
| Eicher Motors | Hold | Morgan Stanley equals | Cut to Rs 7,190 from Rs 7,201 | Recommendation |
| Muthoot Fin | Buy | CLSA Outperform | Raised to Rs 4,000 | Recommendation |
| Prestige | Buy | Nomura | Raised to Rs 1,950 | Recommendation |
| Jubilant Foodworks | Buy | CITi | Rs 800 | Recommendation |
| Jubilant Foodworks | Buy | HSBC upgrade | Rs 660 | Recommendation |
| Alkem Labs | Buy | Nomura | Rs 6,860 | Recommendation |
| Jubilant Foodworks | Sell | CLSA Underperform | Rs 477 | Recommendation |
| Delphi World Money | Other | Board action | Share split, bonus issue | News |
| ITC Ltd. | Trade | Block Trade | Rs 2,035.82 cr for ~50.6M shares @402 | Trade |
| Jubilant Foodworks | Buy | Jefferies | Rs 1,000 | Recommendation |
| Jubilant Foodworks | Guidance | EBITDA margin forecast | +200 bps over 3 yrs from FY24 base | Guidance |
| Alkem Labs | Hold | HSBC | Raised to Rs 5,170 | Recommendation |
| Hero Moto | Buy | Citi | Rs 6,100 | Recommendation |
| Tata Steel | Hold | Nomura | Rs 215 | Recommendation |
| Voltas | Buy | Jefferies | Rs 1,670 | Recommendation |
| Voltas | Sell | CLSA Underperform | Rs 1,170 | Recommendation |
| Muthoot Fin | Buy | Bernstein Outperform | Hikes to Rs 3,400 | Recommendation |
| Kotak Mahindra Bank | Other | Board meeting | Stock split proposal Nov 21 | News |
| ACME Solar Holdings | Other | Subsidiary news | 474M rupees compensation (GST/customs) | News |
| Capital India Finance | Result | Q2 Results | Net profit 460M vs 5M, revenue down | News |
| Nirlon | Result | Q2 Results | Net profit up, margin down YoY | News |
| Glenmark Pharma | Result | Q2 Results | EBITDA, margin, profit/rise YoY | News |
| Tata Motors | News | JLR Q2 Results | Hit by cyberattack, now normal | News |
| Glenmark Pharma | Result | Q2 Results | Profit & revenue up YoY | News |
| Urja Global | Product | Launch | New e-scooter battery/charger | News |
| Capital India Finance | Result | Q2 Results | Exceptional item, LBT up | News |
| India Glycols | Result | Q2 Results | Net profit up YoY, revenue up | News |
| Exide Industries | Result | Q2 Results | Net profit down YoY, revenue down | News |
| India Glycols | Result | Q2 Results | EBITDA/margin up YoY | News |
| BEML | Other | Agreement | Real-time cargo system | News |
| Tata Motors | News | JLR Exec | Electric Range Rover next year | News |
| Isgec Heavy Engineering | Guidance | FY26/FY27 Managem. | Revenue +7–8% FY26, more FY27, capex | Guidance |
| Tata Motors | News | Exec Statement | Strong booking momentum | News |
| Dilip Buildcon | Guidance | Revenue guidance | FY26 trimmed from 8,500 to 8,000 cr | Guidance |
| Brainbees Solutions | Guidance | Management Expectation | H2 FY26 growth > H1 FY26 | Guidance |
| Puravankara | News | CEO Statement | Projects to yield Rs 1,870 cr | News |
| Pace Digitek | News | Contract Won | 9.3B rupee contract | News |
| NBCC | News | Order Secured | ₹498 crore | News |
| TVS Motor Company Ltd. | Trade | Block Trade | Rs 105.69 cr for 309,699 shares @3412.8 | Trade |
| Oswal Pumps | Guidance | Management Expectation | PAT margin 17.5–19%, install 65–75k | Guidance |
| Hero Motocorp | Guidance | Management Expectation | 8–10% industry growth H2 FY26 | Guidance |
| Max Healthcare | Guidance | Management Expectation | Impact Rs 200 cr expected | Guidance |
| Unicommerce Esolutions | News | Partnership | Raymond for online retail ops | News |
| Ahluwalia Contracts | Result | Q2 Results | Q2 EBITDA/margin up YoY | News |
| Saatvik Green | News | Contract Secured | ₹178 crore | News |
| Ltimindtree | News | Selection | SAP transformation contract | News |
| Exide | Guidance | Management Expectation | Rapid solar business expansion | Guidance |
| Cyient Limited | News | Product Launch | 1st-gen IP silicon chip (AI) | News |
| Puravankara | News | IKEA Lease Deal | Bengaluru; expected finish 2026 | News |
| Dixon Tech | Guidance | Govt Statement | Planning to reach 30% global laptops | Guidance |
| KEC International | News | Order Secured | ₹1016 crore | News |
| NSE (TMPV) | Other | Margin Alert | Ensure margin due to volatility | News |
| Bharti Airtel Ltd. | Trade | Block Trade | Rs 28.41 cr for 134,529 shares @2111.6 | Trade |
| Kings Infra | News | MOU with AP Govt | ₹2,500 cr, 500-acre aquaculture park | News |
| LG Electronics | Buy | Nomura | Rs 1,900 | Recommendation |
| Bharat Forge | Sell | UBS | Rs 1,230 (TP raised) | Recommendation |
| Tata Motors | Sell | Jefferies Underperform | Rs 300 | Recommendation |
| Bharti Airtel Ltd. | Trade | Block Trade | Rs 92.16 cr for 434,675 shares @2120.3 | Trade |
| Bharti Airtel Ltd. | Trade | Block Trade | Rs 55.17 cr for 260,157 shares @2120.8 | Trade |
| Tata Motors PV | Sell | Jefferies | Rs 300 | Recommendation |
| Brainbees Solutions | Buy | Morgan Stanley Overweight | Rs 417 | Recommendation |
What a fuck today Tata Motors 40% down.
Modi Rubber UP 20% today just now
October 9 -2025 Sold Holding 310 stocks SpiceJet @6.5 Profit 31.10 Buy Price dated 23-09 good price many stock bought 30.90 and 6 August high price 1 pc 33.50 and sell 33.20 time 9:34 AM. and good news was it went down now 11 AM 2.62% down so thinking buy back on 31.10. so with in 2 weeks 6% profit
youtube Video shortner command
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2025-10-1 share news Wednesday Durga Pooja 9th day
| No. | Headline/Stock/Company | Details | BHARATBABA.COM |
|---|---|---|---|
| 1 | Shriram Fin | MS on Shriram Fin OW, TP Rs 785 | BUY |
| 2 | Bajaj Auto | Reports September Total Sales Of 510,504 Units Compared To 469,531 Units Last Year; Exceeds Estimates Of 500,500 Units. | BUY |
| 3 | L&T Tech | Co. Secures $100 Million (₹888 Crore) Long-Term Contract From U.S. Industrial Equipment Maker. | BUY |
| 4 | TCS | Goldman Sachs on TCS – Buy (TP ₹3,310 vs ₹3,870) | BUY |
| 5 | RBI | Governor Forecasts Inflation Rate for India in FY26 at 2.6% | NEUTRAL |
| 6 | RMC Switchgears | Secures Order Valued At Rs 100 Crore, Market Capitalization At Rs 700 Crore | BUY |
| 7 | Infosys | Goldman Sachs on Infosys – Neutral (TP ₹1,570 vs ₹1,660) | HOLD |
| 8 | Ultartech Cement | CLSA on Ultartech Cement High Conviction O-P, TP RS 14700 | BUY |
| 9 | Nazara Tech | CLSA maintains 'underperform' on NazaraTech; Target Price Rs. 116 | AVOID |
| 10 | Sun Pharma | Citi maintains 'buy' on SunPharma; Target Price Rs 2,180 | BUY |
| 11 | KPIT Tech | JPM on KPIT Tech OW TP cut to Rs 1400 from Rs 1500 | HOLD |
| 12 | Wipro | Goldman Sachs on Wipro – sell (TP ₹232 vs ₹254) | SELL |
| 13 | SML Isuzu | Co. Reports September Sales Of 950 Units Compared To 1,055 Units Last Year. | AVOID |
| 14 | SSWL | Company Reports Monthly Earnings of Rs 410 Crore in September 2025, Up from Rs 362.12 Crore in September 2024, Marking a 13.39% Yearly Growth | HOLD |
| 15 | Dixon Tech | JPM on Dixon Tech OW, TP Rs 19500 | BUY |
| 16 | FII/DII Trades | FII sell ₹2,831.59 crores worth of Indian shares today while DII buy ₹3,845.87 crores | NEUTRAL |
| 17 | Arvind Fashions | Shailesh Chaturvedi steps down as Managing Director and CEO of co. | AVOID |
| 18 | Olectra Greentech | Co aims to deliver 3,000 e-buses in the next 12 months, with a FY26 goal of 2,000 e-buses | BUY |
| 19 | BPCL | Citi on BPCL: Target price ₹440, maintain buy | BUY |
| 20 | Aster DM Healthcare | Aster Digital Health CEO Harsha Rajaram has resigned | SELL |
| 21 | Voltas/Blue Star/PG Electroplast | Strong air conditioner sales in North India fully recover lost sales during festive week | BUY |
| 22 | BEL | Secures orders valued at ₹1,092 crore | BUY |
| 23 | Izmo Ltd | Co honored with DSIR recognition for its in-house R&D team | BUY |
| 24 | ONGC | Citi on ONGC: Target price ₹205, maintain sell | SELL |
| 25 | Tata Motors | JLR restarts operations after cybersecurity issue, manufacturing phase restarting with help from cybersecurity experts and UK Government | BUY |
| 26 | Coforge | CLSA initiates 'outperform' on Coforge with price target of Rs 2346 | BUY |
| 27 | Kaynes Tech | Co subsidiary and UST to build ₹3,330 crore OSAT facility in Gujarat | BUY |
| 28 | M&M Financial Services | Will review Q2 results on October 28 | HOLD |
| 29 | Interglobe Aviation | Goldman Sachs on Interglobe: Target price ₹6,000 (maintain buy) | BUY |
| 30 | L&T | Company attains $700 million sustainability-linked trade deal with Standard Chartered | BUY |
| 31 | Fineotex Chemical | Approves stock split at 1:2 ratio and bonus issue at 4:1 ratio | BUY |
| 32 | E2E Networks | Plans to raise up to 1000 crore rupees through qualified institutional placement | HOLD |
| 33 | Websol Energy System | Starts producing extra 600 MW solar cell capacity | BUY |
| 34 | White House / Pharma | Will enforce 15% tariff cap on pharma imports in trade agreements with EU and Japan, according to CNBC | AVOID |
| 35 | RailTel Corp | Co gets ₹50 crore contract from Bihar Education Project Council for ICT implementation in schools | BUY |
| 36 | Paradeep Phosphates | Company opens new 1500 MTPD sulphuric acid plant, boosts in-house production, lowers import needs, and enhances efficiency; total investment amounts to ₹510 crores | BUY |
| 37 | United Van Der Horst | Company board approves 1-for-5 stock split | HOLD |
| 38 | Lemon Tree Hotels | Launches new franchise property at Malshej Ghat, growing leisure offerings with Saj Hotels Ltd partner | BUY |
| 39 | Anant Raj | Company aims to grow data center business to $1 billion by FY31-32 | HOLD |
| 40 | Gold Futures India | Gold futures in India hit record high of ₹114,552 per 10 grams | NEUTRAL |
Full Upper circuit stocks.