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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 βΉ1,000 Crore NCD Issuance with βΉ500 Cr Base and βΉ500 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 βΉ6,000 Cr Net Revenue and Surpasses βΉ1,000 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 βΉ72.15 Cr Order from HPCL, Market Cap βΉ900 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 βΉ495 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 βΉ150 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 βΉ4 | 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 βΉ5 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 βΉ8.50 | 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 βΉ5835 Cr, DII Buy Net βΉ6837 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 βΉ14.5 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 βΉ13,000 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 βΉ103.47 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 βΉ25B to βΉ50B | 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 βΉ40 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 βΉ100-250 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 βΉ3622 Cr. DII Purchases Net βΉ2603 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 βΉ75. Q4 NET PROFIT 14.01B VS 10.8B (YOY); EST 14B. REVENUE 127.97B. | Results | BUY | Dividend βΉ75/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 βΉ100B To βΉ150B. | 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 βΉ1,480. | 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 βΉ135. 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 βΉ1,978. | Brokerage | BUY | Auto ancillaries strong, defence diversification positive. | |
| 13 | 2026-05-06 | 11:18:48 | L&T | Goldman Sachs maintains Buy with Target Price βΉ4,370. CLSA maintains Outperform with Target Price βΉ4,842. 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 βΉ1,860. 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 βΉ3,800 (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 βΉ3,940. 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 βΉ5,000. Goldman Sachs maintains Sell with Target Price βΉ4,300. | Brokerage | SELL | Brokers cautious on 2-wheeler demand and EV transition. | |
| 18 | 2026-05-06 | 11:21:18 | AFCOM HOLDINGS | Successfully Raises βΉ199.85 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 βΉ3,550. 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 βΉ922. 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 βΉ5,500 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 βΉ88. 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, βΉ191 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 βΉ1.60. 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 βΉ5 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 βΉ24 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 βΉ12 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 βΉ62 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 βΉ155 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 βΉ2.5/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 βΉ33/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 βΉ38/share · Q4 EBITDA 86.1B vs 82B (Est 93B) · Margin 10.4% vs 11.03% | Dividend | HOLD | Infra major, dividend good but margin miss. |
| # | π
Date / Time (stacked) |
π Cleaned Text | π·οΈ Category | β‘ Action | βοΈ Your Analysis |
|---|---|---|---|---|---|
| π’ 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. | π Results | POSITIVE |
βοΈ π¦ 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%. | π Results | POSITIVE |
βοΈ π¦ Mixed broker calls (Buy to Underperform). PAT up 68% YoY, asset quality improving.
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| 3 | Bandhan Bank: UBS Neutral TPβΉ200, Jefferies Buy TPβΉ215. | π Corporate News | HOLD |
βοΈ π¦ Mixed broker calls (Buy to Underperform). PAT up 68% YoY, asset quality improving.
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| 4 | Bandhan Bank: Macquarie Underperform TPβΉ130. Dr. Reddy's: Delhi HC trademark warning. | π Corporate News | NoAction |
βοΈ π¦ Mixed broker calls (Buy to Underperform). PAT up 68% YoY, asset quality improving.
|
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| 5 | Bandhan Bank: JPMorgan Neutral TPβΉ157. NIM guidance +10-20bps. | π Corporate News | HOLD |
βοΈ π¦ 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. | π Corporate News | NoAction |
βοΈ π¦ Mixed broker calls (Buy to Underperform). PAT up 68% YoY, asset quality improving.
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| π’ BANSAL WIRE (2 items) | |||||
| 7 | BANSAL WIRE: Q4 EBITDA 764M vs 719M, Margin 6.7% vs 7.76%. | π Results | NoAction |
βοΈ π Monitor quarterly trend / management commentary.
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| 8 | BANSAL WIRE: Q4 Revenue 11.4B vs 9.4B, Net Profit 401M vs 331M. | π Results | POSITIVE |
βοΈ π Monitor quarterly trend / management commentary.
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| π’ BLUE CLOUD SOFTECH (1 items) | |||||
| 9 | Blue Cloud Softech: Partners with GCIB Africa for digital projects in Senegal. | π Corporate News | NoAction |
βοΈ π Monitor quarterly trend / management commentary.
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| π’ 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. | π Results | NoAction |
βοΈ ποΈ 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%. | π Results | NoAction |
βοΈ ποΈ 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 βΉ25,677M to βΉ12,707M, Debt/EBITDA improving. | π Results | POSITIVE |
βοΈ ποΈ 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. | π Results | POSITIVE |
βοΈ ποΈ 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. | π Results | POSITIVE |
βοΈ ποΈ 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. | π Results | POSITIVE |
βοΈ ποΈ EBITDA beat, volume growth miss (3% vs 7-8%). Cement sector mixed.
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| π’ 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. | π Results | POSITIVE |
βοΈ π΅ Mixed broker views. Q4 quick commerce sales up 7% QoQ, margin guidance 5-6% by FY29.
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| 17 | Eternal: Macquarie Underperform TPβΉ200, InCred Add TPβΉ383. | π¦ Brokerage Call | NoAction |
βοΈ π΅ Mixed broker views. Q4 quick commerce sales up 7% QoQ, margin guidance 5-6% by FY29.
|
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| 18 | Eternal: Citigroup Buy TPβΉ360. Volatility alert: IDEA & BANDHANBNK. | β οΈ Volatility Alert | NoAction |
βοΈ π΅ 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 TPβΉ330. Positional call: CONCORD BIOTECH book profit. | π Corporate News | NoAction |
βοΈ π΅ 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 TPβΉ220. Eternal: DAM Capital Buy. | π¦ Brokerage Call | BUY |
βοΈ π΅ Mixed broker views. Q4 quick commerce sales up 7% QoQ, margin guidance 5-6% by FY29.
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| π’ 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. | π Results | NoAction |
βοΈ π¦ 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%. | π Results | NoAction |
βοΈ π¦ 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. | π Results | POSITIVE |
βοΈ π¦ GNPA improves to 1.62%, provisions spike – asset quality stable.
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| π’ FIVE-STAR BUSINESS FINANCE (1 items) | |||||
| 24 | FIVE-STAR BUSINESS FINANCE: Dividend βΉ2. FII Sell βΉ2,103.74 Cr, DII Buy βΉ1,712 Cr. RAJOO ENGINEERS: Q4 Net Profit 8M VS 138M, Revenue 467M VS 899M. | π Results | SELL |
βοΈ π Monitor quarterly trend / management commentary.
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| π’ 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. | π Results | POSITIVE |
βοΈ π Monitor quarterly trend / management commentary.
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| π’ GRANULES INDIA (2 items) | |||||
| 26 | GRANULES INDIA: Q4 Revenue 14.7B vs 12B. SUN PHARMA: βΉ195.59 Cr block trade. | π Results | NoAction |
βοΈ π 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%. | π Results | NoAction |
βοΈ π Q4 profit +31%, margin expansion – pharma API tailwind.
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| π’ INDIAN BANK (3 items) | |||||
| 28 | INDIAN BANK: NPA Provisions 7.5B vs 3B (QoQ), Interest Earned 175B vs 158B. | π Corporate News | NoAction |
βοΈ π¦ Dividend βΉ18.25, GNPA down, profit slightly below est. Capital raise via QIP.
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| 29 | Sterlite Tech: Order Book Q1 βΉ14.9B, Q2 & beyond βΉ58.4B. INDIAN BANK: Q4 Net Profit 31B vs 29.56B; Est 32B. | π Results | POSITIVE |
βοΈ π¦ Dividend βΉ18.25, GNPA down, profit slightly below est. Capital raise via QIP.
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| 30 | INDIAN BANK: Dividend βΉ18.25, GNPA 1.98% vs 2.23% (QoQ), NNPA 0.15% steady. | π Results | POSITIVE |
βοΈ π¦ Dividend βΉ18.25, GNPA down, profit slightly below est. Capital raise via QIP.
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| π’ 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. | π Results | POSITIVE |
βοΈ π Monitor quarterly trend / management commentary.
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| π’ LT FOODS (1 items) | |||||
| 32 | MAHINDRA LIFESPACE DEVELOPERS: Q4 Net Profit 901M VS 851M. LT Foods: Introduces Daawat Factory at KidZania. Infineon India Expansion. | π Results | POSITIVE |
βοΈ π» German chipmaker expands India via OSAT – semiconductor ecosystem boost.
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| π’ MARUTI SUZUKI (4 items) | |||||
| 33 | MARUTI SUZUKI: Q4 Net Profit 36B VS 37B; Est 41.5B. MARUTI SUZUKI: Dividend 140 Rupees Per Share. | π Results | POSITIVE |
βοΈ π Dividend βΉ140, 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%. | π Results | NoAction |
βοΈ ποΈ 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. | π Results | POSITIVE |
βοΈ π 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. | π Order / Contract | POSITIVE |
βοΈ π Monitor quarterly trend / management commentary.
|
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| π’ 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%. | π Results | POSITIVE |
βοΈ π Monitor quarterly trend / management commentary.
|
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| π’ 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 βΉ311 Cr. | π Results | POSITIVE |
βοΈ π Monitor quarterly trend / management commentary.
|
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| π’ 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. | π Results | CAUTION |
βοΈ π Monitor quarterly trend / management commentary.
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| 40 | Piramal Pharma: CEO expects strong FY27 revenue growth. OMDC: Mining approval extended to 2030. | π Results | NoAction |
βοΈ π Monitor quarterly trend / management commentary.
|
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| π’ 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. | π Results | NoAction |
βοΈ π¦ 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. | π Results | POSITIVE |
βοΈ π¦ 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%. | π Corporate News | NoAction |
βοΈ π¦ Profit miss (33.6B vs 42B est), loan growth below guidance – PSU NBFC pressure.
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| π’ 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. | π Results | POSITIVE |
βοΈ π Monitor quarterly trend / management commentary.
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| π’ 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. | π Results | NoAction |
βοΈ π 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. | π Results | POSITIVE |
βοΈ π 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. | π Results | NoAction |
βοΈ π Q4 profit +63%, margin expansion – engineering turnaround.
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| π’ VAKRANGEE (1 items) | |||||
| 48 | VAKRANGEE: Q4 Revenue 567M vs 632M, Net Profit 20M vs 25M. | π Results | POSITIVE |
βοΈ π Monitor quarterly trend / management commentary.
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| # | π
Date / Time (stacked) |
π Cleaned Text | π·οΈ Category | β‘ Action | βοΈ Your Analysis |
|---|---|---|---|---|---|
| π’ π MARKET INDICES / FLOWS (1 items) | |||||
| 1 | NSE Index Ends Up 0.81% Or +194.75 Points At 24,092.70. | π Market / Macro | NoAction |
βοΈ π Monitor quarterly trend / management commentary.
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| π’ π OTHER NEWS (2 items) | |||||
| 2 | Himadri Specialty: Targets PAT from βΉ555 Cr to βΉ1,100 Cr by FY28, 20% EBITDA margin. | π Results | NoAction |
βοΈ π Monitor quarterly trend / management commentary.
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| 3 | L&T Finance: Nomura Buy TP βΉ340. Positional call: HINDUSTAN ZINC book profit. | π― Positional Call | NoAction |
βοΈ π Monitor quarterly trend / management commentary.
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| π’ 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. | π Results | POSITIVE |
βοΈ π Profit declines 52% – margin compression.
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| π’ ALEMBIC PHARMA (1 items) | |||||
| 5 | Alembic Pharma: co Receives Final U.S. FDA Approval For Fingolimod Capsules. | π Regulatory Approval | NoAction |
βοΈ π USFDA approval for Fingolimod – generic opportunity.
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| π’ AMAZON (1 items) | |||||
| 6 | Amazon India: 'Amazon Now' expansion to 100 cities. | π Corporate News | NoAction |
βοΈ π Monitor quarterly trend / management commentary.
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| π’ AU SMALL FINANCE (5 items) | |||||
| 7 | AU Small Finance Bank: Elara Capital Reduce with Target Price βΉ990 (raised) as despite strong Q4 led by higher NIM (+26bp QoQ to ~6%), lower credit costs, strong loan growth. | π Results | SELL |
βοΈ π Monitor quarterly trend / management commentary.
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| 8 | AU Small Finance Bank: Nomura Neutral TP βΉ975. SBI Cards: Jefferies Hold. | π Corporate News | HOLD |
βοΈ π³ Mixed calls – asset quality improving but growth muted.
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| 9 | Coal India: Motilal Oswal Buy TP βΉ530. AU Small Finance Bank: Nomura Neutral. | π Corporate News | HOLD |
βοΈ βοΈ Mixed views – EBITDA beat but inventory high.
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| 10 | AU Small Finance Bank: UBS Neutral TP βΉ1,150. Himadri Speciality: Birla Tyres growth target. | π Corporate News | HOLD |
βοΈ π 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. | π Results | POSITIVE |
βοΈ π Monitor quarterly trend / management commentary.
|
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| π’ AXIS BANK (9 items) | |||||
| 12 | Axis Bank: Nomura Buy with Target Price βΉ1,560 as Q4 PAT in line but weak core PPOP offset by credit cost beat. Reliance Industries: Morgan Stanley Overweight TP βΉ1,803. Reliance Industries: Macquarie Outperform TP βΉ1,570. | π Results | BUY |
βοΈ π’οΈ Multiple broker views – O2C weak but Jio strong.
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| 13 | IndusInd Bank: UBS Sell with Target Price βΉ730 as Q4 PAT beat driven by lower credit costs, but weak loan growth (-0.5% QoQ). Axis Bank: Nomura Buy TP βΉ1,560. Reliance Industries: Morgan Stanley Overweight. | π Results | BUY |
βοΈ π’οΈ 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 βΉ730. Axis Bank: Nomura Buy TP βΉ1,560. | π Market / Macro | SELL |
βοΈ π¦ Turnaround signs – broker upgrades.
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| 15 | Axis Bank: Kotak Buy TP βΉ1,600. Transformers And Rectifiers: $16.26M export order. Paytm: Bernstein Outperform TP βΉ1,500. | π¦ Brokerage Call | BUY |
βοΈ π± RBI license cancellation – limited impact per brokers.
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| 16 | Reliance Industries: CLSA Outperform TP βΉ1,800. Axis Bank: Kotak Buy. | π¦ Brokerage Call | BUY |
βοΈ π’οΈ Multiple broker views – O2C weak but Jio strong.
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| 17 | Axis Bank: Bernstein Outperform TP βΉ1,600. | π¦ Brokerage Call | NoAction |
βοΈ π¦ Buy calls – strong loan growth +18.5% YoY.
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| 18 | IDFC First Bank: CLSA Hold TP βΉ73. Axis Bank: Bernstein Outperform. | π¦ Brokerage Call | HOLD |
βοΈ π¦ Buy calls – strong loan growth +18.5% YoY.
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| 19 | Axis Bank: UBS Buy TP βΉ1,620. Positional call: BUY JSW ENERGY. | π― Positional Call | NoAction |
βοΈ π¦ Buy calls – strong loan growth +18.5% YoY.
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| 20 | RBL Bank: CLSA Hold TP βΉ320. Axis Bank: UBS Buy. | π Corporate News | HOLD |
βοΈ π¦ Buy calls – strong loan growth +18.5% YoY.
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| π’ BAJAJ HOUSING (1 items) | |||||
| 21 | BAJAJ HOUSING: Q4 Net Profit 6.7B VS 5.87B, Revenue 29B VS 25.1B. | π Results | POSITIVE |
βοΈ π Monitor quarterly trend / management commentary.
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| π’ BHARTI AIRTEL (1 items) | |||||
| 22 | Bharti Airtel: Partnership With Google And AdaniConnex For AI Hub in Visakhapatnam, $15 Billion investment. | π€ Partnership / JV | NoAction |
βοΈ π Monitor quarterly trend / management commentary.
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| π’ BONDADA ENGINEERING (1 items) | |||||
| 23 | BONDADA ENGINEERING: Q4 Net Profit 592M VS 531M. Q4 Revenue 9.1B VS 7.1B. | π Results | POSITIVE |
βοΈ π Monitor quarterly trend / management commentary.
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| π’ 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: βΉ73.54 Cr block trade. | π Results | NoAction |
βοΈ π 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%. | π Results | POSITIVE |
βοΈ π Monitor quarterly trend / management commentary.
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| π’ CHENNAI PETROLEUM (2 items) | |||||
| 26 | Chennai Petroleum: Capex βΉ2,000 Cr over 2-3 years. Sterling and Wilson: Geopolitical issues slowing orders. | π Order / Contract | NoAction |
βοΈ π Monitor quarterly trend / management commentary.
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| 27 | Mahindra Finance: Macquarie Underperform TP βΉ280. Chennai Petroleum: recognizes crude volatility challenges. | π Corporate News | NoAction |
βοΈ π Monitor quarterly trend / management commentary.
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| π’ 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. | π Market / Macro | NoAction |
βοΈ π GIFT Nifty +0.75%, Dow flat – mixed global cues.
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| π’ HIMADRI SPECIALITY (2 items) | |||||
| 29 | Himadri Speciality: Confident about sustaining EBITDA margins above 20%, anticipating improvements. | π Results | NoAction |
βοΈ π Monitor quarterly trend / management commentary.
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| 30 | Himadri Speciality: Birla Tyres targets βΉ3,000 Cr revenue in 4 years from βΉ187 Cr. | π Results | NoAction |
βοΈ π Monitor quarterly trend / management commentary.
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| π’ IDFC FIRST BANK (3 items) | |||||
| 31 | IDFC First Bank: UBS Sell TP βΉ70. Reliance Industries: CLSA Outperform. | π¦ Brokerage Call | SELL |
βοΈ π’οΈ Multiple broker views – O2C weak but Jio strong.
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| 32 | IDFC First Bank: Nomura Buy TP βΉ85. IDFC First Bank: UBS Sell. | π Corporate News | SELL |
βοΈ π¦ Mixed views – fraud overhang but Buy calls.
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| 33 | IDFC First Bank: Jefferies Buy TP βΉ82. | π Corporate News | NoAction |
βοΈ π¦ Mixed views – fraud overhang but Buy calls.
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| π’ IFCI (2 items) | |||||
| 34 | IFCI: Q4 Net Profit 340M VS 2.6B (YOY). | π Results | POSITIVE |
βοΈ π 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%. | π Results | NoAction |
βοΈ π Monitor quarterly trend / management commentary.
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| π’ IZMO (1 items) | |||||
| 36 | IZMO: Packaging partner for National Silicon Photonics Mission. Positional call: NYKAA buy. | π― Positional Call | NoAction |
βοΈ π Monitor quarterly trend / management commentary.
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| π’ JINDAL SAW (1 items) | |||||
| 37 | JINDAL SAW: Q4 EBITDA 4.78B VS 7.4B, Margin 10.27% vs 14.62%. | π Results | NoAction |
βοΈ π Profit declines 52% – margin compression.
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| π’ JSW STEEL (2 items) | |||||
| 38 | JSW Steel: Goldman Sachs Buy TP βΉ1,490 initiation. India-NZ FTA talks. | π Corporate News | NoAction |
βοΈ π Goldman initiation – structural demand shift.
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| 39 | Shyam Metals: Goldman Sachs Buy TP βΉ1,065. JSW Steel: Goldman Sachs Buy. | π Corporate News | NoAction |
βοΈ π Goldman initiation – structural demand shift.
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| π’ 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. | π Corporate News | NoAction |
βοΈ π§ Dividend βΉ8.5 + profit +74% – engineering.
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| 41 | KIRLOSKAR PNEUMATIC: Dividend βΉ8.50. Q4 EBITDA 1.86B VS 1.1B, Margin 26.34% vs 18.87%. Q4 Net Profit 1.4B VS 806M. | π Results | POSITIVE |
βοΈ π§ Dividend βΉ8.5 + profit +74% – engineering.
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| 42 | KIRLOSKAR PNEUMATIC: Q4 Revenue 7.1B VS 5.82B. | π Results | NoAction |
βοΈ π§ Dividend βΉ8.5 + profit +74% – engineering.
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| π’ LODHA (5 items) | |||||
| 43 | Lodha: Jefferies on Lodha Buy with Target Price βΉ1,215 as FY27 pre-sales guidance beat with strong pipeline, path to net-debt-free despite land acquisitions, and catalysts like data center (1GW...) | π¦ Brokerage Call | BUY |
βοΈ π Buy TP βΉ1215 – pre-sales beat, data center catalyst.
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| 44 | NMDC: Goldman Sachs Sell TP βΉ84. Lodha Developers: Jefferies Buy TP βΉ1,215. | π Corporate News | SELL |
βοΈ π Buy TP βΉ1215 – pre-sales beat, data center catalyst.
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| 45 | Lodha Developers: Nomura Buy TP βΉ1,450. Adani Green: βΉ1,200-1,500 Cr EBITDA hit due to transmission issues. | π Results | NoAction |
βοΈ βοΈ Transmission hit βΉ1,200-1,500 Cr – execution risk.
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| 46 | Shriram Finance: HSBC Buy TP βΉ1,200. Lodha Developers: Nomura Buy. | π Corporate News | NoAction |
βοΈ π¦ Multiple Buys – 15-18% loan growth guidance.
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| 47 | Lodha Developers: Jefferies Buy TP βΉ1,215. Adani Green: Committed to 50 GW by 2030. | π Corporate News | NoAction |
βοΈ π Buy TP βΉ1215 – pre-sales beat, data center catalyst.
|
|
| π’ MAHINDRA HOLIDAY (2 items) | |||||
| 48 | MAHINDRA HOLIDAY: Q4 Net Profit 416M VS 731M (YOY). | π Results | POSITIVE |
βοΈ π 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%. | π Results | NoAction |
βοΈ π Monitor quarterly trend / management commentary.
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| π’ NIPPON LIFE (2 items) | |||||
| 50 | Nippon Life India AMC: HSBC Hold TP βΉ890 (raised) as Q4 beat. | π Results | HOLD |
βοΈ π 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. | π Results | POSITIVE |
βοΈ π¦ Dividend βΉ12.5 + 20% loan growth guidance.
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| π’ 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. | π€ Partnership / JV | NoAction |
βοΈ π Monitor quarterly trend / management commentary.
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| π’ PIRAMAL FINANCE (4 items) | |||||
| 53 | Piramal Finance: Jefferies Hold TP βΉ1,940 as Q4 sharp adj loss. UltraTech Cement: Motilal Oswal Buy TP βΉ13,800. | π Results | HOLD |
βοΈ ποΈ Dividend βΉ240 + profit beat – cement leader.
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| 54 | SBI Cards: JPMorgan Underweight TP βΉ625. Piramal Finance: Nomura Buy TP βΉ2,150. | π¦ Brokerage Call | SELL |
βοΈ π³ Mixed calls – asset quality improving but growth muted.
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| 55 | SBI Cards: UBS Neutral TP βΉ780. Piramal Finance: Nomura Buy. | π Corporate News | HOLD |
βοΈ π³ 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 βΉ13.3B). BAJAJ HOUSING: GNPA 0.27% steady. | π Results | NoAction |
βοΈ π Monitor quarterly trend / management commentary.
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| π’ POWER MECH PROJECTS (1 items) | |||||
| 57 | Power Mech Projects: Wins βΉ227.95 Cr order for Vande Bharat sleeper trains. | π Order / Contract | NoAction |
βοΈ π Monitor quarterly trend / management commentary.
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| π’ QUESS CORP (1 items) | |||||
| 58 | Quess Corp: Receives βΉ155.11 Cr refund. MAHINDRA HOLIDAY: Q4 Revenue 8.2B VS 7.8B. | π Results | NoAction |
βοΈ π Monitor quarterly trend / management commentary.
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| π’ RALLIS (1 items) | |||||
| 59 | FII Sell βΉ1,151.48 Cr, DII Buy βΉ4,124 Cr. RALLIS INDIA: Dividend βΉ3 per share. Q4 Revenue 4.56B VS 4.3B. | π Results | SELL |
βοΈ π Monitor quarterly trend / management commentary.
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| π’ SAPPHIRE FOODS (1 items) | |||||
| 60 | SAPPHIRE FOODS: Q4 Net Loss 126M VS Profit 20M (YOY). | π Results | CAUTION |
βοΈ π Monitor quarterly trend / management commentary.
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| π’ SBI CARDS (3 items) | |||||
| 61 | Coal India: Morgan Stanley Equal-weight TP βΉ410. SBI Cards: UBS Neutral. | π Corporate News | HOLD |
βοΈ βοΈ Mixed views – EBITDA beat but inventory high.
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| 62 | SBI Cards: Jefferies Hold TP βΉ700. Coal India: HSBC Hold. | π Corporate News | HOLD |
βοΈ βοΈ 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. | π Corporate News | NoAction |
βοΈ π³ Mixed calls – asset quality improving but growth muted.
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| π’ SHRIRAM FINANCE (4 items) | |||||
| 64 | Shriram Finance: Nomura Buy TP βΉ1,200. Shriram Finance: HSBC Buy. | π Corporate News | NoAction |
βοΈ π¦ Multiple Buys – 15-18% loan growth guidance.
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| 65 | Shriram Finance: CLSA Outperform TP βΉ1,150. | π¦ Brokerage Call | NoAction |
βοΈ π¦ Multiple Buys – 15-18% loan growth guidance.
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| 66 | Shriram Finance: Kotak Add TP βΉ1,100. Volatility alert: SUNPHARMA, TORNTPOWER. | π¦ Brokerage Call | NoAction |
βοΈ π¦ Multiple Buys – 15-18% loan growth guidance.
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| 67 | IndusInd Bank: Jefferies Buy TP βΉ1,100. Shriram Finance: Kotak Add. | π¦ Brokerage Call | BUY |
βοΈ π¦ Turnaround signs – broker upgrades.
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| π’ SUPREME INDUSTRIES (4 items) | |||||
| 68 | SUPREME INDUSTRIES: Final Dividend βΉ25. FY26 plastic pipes volume growth 11.8% vs guidance 15-17%. | π° Dividend | POSITIVE |
βοΈ π° Dividend βΉ25 + 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. | π Results | POSITIVE |
βοΈ π° Dividend βΉ25 + profit +46% – plastic pipes.
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| 70 | SUPREME INDUSTRIES: Q4 Revenue 35.3B VS 30.08B. | π Results | NoAction |
βοΈ π° Dividend βΉ25 + profit +46% – plastic pipes.
|
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| 71 | SUPREME INDUSTRIES: Q4 EBITDA 6.2B VS 4.15B, Margin 17.66% vs 13.73%. | π Results | NoAction |
βοΈ π° Dividend βΉ25 + profit +46% – plastic pipes.
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| π’ TAMILNAD MERCANTILE BANK (2 items) | |||||
| 72 | TAMILNAD MERCANTILE BANK: Q4 Net Profit 3.7B VS 2.92B. MRPL: Plans JV with ONGC and OPAL. | π Results | POSITIVE |
βοΈ π¦ Dividend βΉ12.5 + 20% loan growth guidance.
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| 73 | TAMILNAD MERCANTILE BANK: Dividend βΉ12.5 per share. Q4 Interest Earned 15.5B VS 13.42B. Oil India: Hydrocarbon discovery in Libya. | π Results | POSITIVE |
βοΈ π¦ Dividend βΉ12.5 + 20% loan growth guidance.
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| π’ TATA MOTORS (1 items) | |||||
| 74 | TATA MOTORS: NHTSA engineering analysis on 331,559 JLR vehicles. Adani Total Gas: FY27 EBITDA βΉ15B guidance. Magellanic Cloud: Investment partnership with Rayonix Tech worth βΉ1.50B. | π Results | NoAction |
βοΈ π Monitor quarterly trend / management commentary.
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| π’ TATA STEEL (1 items) | |||||
| 75 | Tata Steel: Goldman Sachs Neutral TP βΉ210. Positional call: ROUTE MOBILE book profit. | π― Positional Call | HOLD |
βοΈ π Monitor quarterly trend / management commentary.
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| π’ ULTRATECH CEMENT (7 items) | |||||
| 76 | UltraTech Cement: Goldman Sachs Buy TP βΉ13,230 (cut) as strong Q4 with 9% volume growth. | π Results | NoAction |
βοΈ ποΈ Dividend βΉ240 + profit beat – cement leader.
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| 77 | Coal India: HSBC Hold TP βΉ440. UltraTech Cement: Jefferies Buy TP βΉ14,050. | π Corporate News | HOLD |
βοΈ ποΈ Dividend βΉ240 + profit beat – cement leader.
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| 78 | UltraTech Cement: CLSA Outperform TP βΉ14,000. Coal India: Motilal Oswal Buy. | π¦ Brokerage Call | BUY |
βοΈ ποΈ Dividend βΉ240 + profit beat – cement leader.
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| 79 | Jindal Steel: HSBC Hold TP βΉ1,280. UltraTech Cement: CLSA Outperform. | π¦ Brokerage Call | HOLD |
βοΈ ποΈ Dividend βΉ240 + 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%. | π Results | POSITIVE |
βοΈ ποΈ Dividend βΉ240 + profit beat – cement leader.
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| 81 | ULTRATECH CEMENT: Final Dividend βΉ240 per share. Q4 Revenue 255B VS 231B. | π Results | POSITIVE |
βοΈ ποΈ Dividend βΉ240 + 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. | π Results | POSITIVE |
βοΈ ποΈ Dividend βΉ240 + profit beat – cement leader.
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| π’ VARDHMAN SPECIAL (2 items) | |||||
| 83 | VARDHMAN SPECIAL: Q4 Net Profit 340M VS 197M (YOY). HDB Financial Services: Allots βΉ3,250 Cr debentures. | π Results | POSITIVE |
βοΈ π 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%. | π Results | POSITIVE |
βοΈ π Monitor quarterly trend / management commentary.
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| π’ 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: βΉ51.34 Cr block trade. | π Results | POSITIVE |
βοΈ π₯€ Q4 profit +19% – beverage momentum.
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Jay stock news 24 April 2026
| # | π
Date / Time (stacked) |
π Cleaned Text (headline) | π·οΈ Category | β‘ Action | βοΈ Your Analysis |
|---|---|---|---|---|---|
| π β οΈ 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. | β οΈ Volatility Alert | NoAction |
βοΈ β οΈ Volatility alert – margin risk for these stocks.
|
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| π π 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 βΉ8,136 Cr, Collections +23.5% YoY. NSE Index Ends Down 0.84% Or -205.05 Points At 24,173.05 | π Macro / Regulatory | NoAction |
βοΈ π βΉ8,136 Cr bookings – strong real estate momentum.
|
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| 3 | Pfizer: Income-Tax Dept Issues βΉ85.74 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. | π Macro / Regulatory | BUY |
βοΈ π Monitor further developments / quarterly trend.
|
|
| 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. | π Macro / Regulatory | NoAction |
βοΈ π Monitor further developments / quarterly trend.
|
|
| 5 | NSE Index Ends Down 1.14% Or -275.10 Points At 23,897.95. Supreme Power Equipment: Secures Orders Worth βΉ128 Cr. Cyient: Eyeing mid-to-high single-digit FY27 growth. | π Macro / Regulatory | BUY |
βοΈ β‘ βΉ128 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. | π Macro / Regulatory | NoAction |
βοΈ π Monitor further developments / quarterly trend.
|
|
| π π Order / Contract (1 items) | |||||
| 7 | SHRIRAM FINANCE: Approves Resource Mobilisation Plan. Steel Authority of India: Secures court order halting antitrust probe. | π Order / Contract | BUY |
βοΈ π¦ Asset quality stable, approves debt plan.
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| π π 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. | π Leadership Change | NoAction |
βοΈ β οΈ CFO resignation – monitor for succession.
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| 9 | Alkem Laboratories: CEO Dr. Vikas Gupta Resigns, will stay until June 30. | π Leadership Change | NoAction |
βοΈ π CEO resigns – leadership transition risk.
|
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| π π 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 βΉ483 Each, Raising βΉ450 Cr. | π Bulk / Block Deal | NoAction |
βοΈ π βΉ98 Cr block trade – institutional interest.
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| 11 | EMCURE PHARMACEUTICALS: βΉ98.33 Cr Block Trade. Balrampur Chini Mills: Share sale βΉ450 Cr. | π Bulk / Block Deal | NoAction |
βοΈ π βΉ98 Cr block trade – institutional interest.
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| 12 | SBI LIFE INSURANCE: βΉ197.87 Cr Block Trade. Apollo Hospitals: βΉ32.42 Cr Block Trade. Aditya Birla Sun Life AMC: βΉ32.31 Cr Block Trade. | π Bulk / Block Deal | NoAction |
βοΈ π Monitor further developments / quarterly trend.
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| π π 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. | π Results / Dividend | BUY (earnings beat) |
βοΈ π§ͺ 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 ~βΉ4,500 Cr Top-Line. | π Results / Dividend | NoAction |
βοΈ π» 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%. | π Results / Dividend | NoAction |
βοΈ π’οΈ 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 (βΉ6.8B). | π Results / Dividend | BUY |
βοΈ π’οΈ 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. | π Results / Dividend | BUY (earnings beat) |
βοΈ π§ͺ 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. | π Results / Dividend | BUY (earnings beat) |
βοΈ βοΈ 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. | π Results / Dividend | BUY (earnings beat) |
βοΈ π§ͺ Q4 profit +65% – chemical turnaround.
|
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| 20 | ATUL: Q4 Net Profit 2.1B. ATUL: Revenue 17B. Britannia Industries: βΉ17.57 Cr Block Trade. | π Results / Dividend | NoAction |
βοΈ π§ͺ 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). | π Results / Dividend | BUY (earnings beat) |
βοΈ βοΈ 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. | π Results / Dividend | HOLD |
βοΈ βοΈ 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. | π Results / Dividend | NoAction |
βοΈ π° Dividend βΉ11 + 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. | π Results / Dividend | BUY |
βοΈ π° Dividend βΉ11 + profit beat – mining major.
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| 25 | FII Net Sell βΉ8,827.87 Cr || DII Net Buy βΉ4,700.71 Cr. JAYASWAL NECO: Q4 Net Profit 1.9B VS 1B (YOY) || Revenue 19.7B VS 16.75B. | π Results / Dividend | BUY |
βοΈ π 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%. | π Results / Dividend | NoAction |
βοΈ π Q4 profit +90% – steel casting recovery.
|
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| 27 | Mahindra & Mahindra Financial Services: Dividend βΉ7.50 Per Share. Q4 Net Profit 8.73B VS 5.63B (YOY) || Revenue 48.1B VS 42.4B. | π Results / Dividend | BUY |
βοΈ π¦ Dividend βΉ7.50 + 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. | π Results / Dividend | NoAction |
βοΈ π¦ Dividend βΉ7.50 + 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). | π Results / Dividend | NEUTRAL (asset quality stable) |
βοΈ π¦ Turns profitable vs loss – asset quality improving.
|
|
| 30 | INDUSIND BANK: Q4 Net Profit 5.3B. SEBI: STT & Stamp Duty Continue On Delivery Basis, Rules by Dec 31. | π Results / Dividend | NoAction |
βοΈ π¦ Turns profitable vs loss – asset quality improving.
|
|
| 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). | π Results / Dividend | BUY (earnings beat) |
βοΈ π¦ GNPA down, profit +16% – small bank turnaround.
|
|
| 32 | Supreme Power Equipment: βΉ128 Cr Orders. WENDT: Q4 Net Profit 51M VS 128.9M (YOY) || Revenue 668M VS 756M. | π Results / Dividend | BUY |
βοΈ β‘ βΉ128 Cr orders – power equipment play.
|
|
| 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%. | π Results / Dividend | BUY (earnings beat) |
βοΈ π» IT sequential profit growth – midcap IT.
|
|
| π π Stock News (1 items) | |||||
| 34 | Hindustan Organic Chemicals: Resumes Kochi Unit Operations. KPI Green Energy: Adds Wholly Owned Unit In GIFT City. | π Stock News | NoAction |
βοΈ π Monitor further developments / quarterly trend.
|
|
| π π€ JV / Expansion (1 items) | |||||
| 35 | Wipro: Partners With Kongsberg Digital For AI Digital Twin Tech. Chennai Petroleum: Reviewing Secondary Refinery Upgrades. | π€ JV / Expansion | NoAction |
βοΈ π’οΈ Q4 EBITDA +38% QoQ – refining margin recovery.
|
|
| # | π
Date / Time (stacked) |
π Cleaned Text (headline) | π·οΈ Category | β‘ Action | βοΈ Your Analysis |
|---|---|---|---|---|---|
| π βοΈ 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 | βοΈ Legal / Court | NoAction |
βοΈ π° βΉ6 dividend + AUM βΉ3T (+14.9% YoY) – NBFC strength.
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| π π° Dividend Announcement (2 items) | |||||
| 2 | Tamil Nadu Newsprint Recommends Final Dividend Of Rs 4 Per Share. Mastek: Signs MOU To Sell Commercial Building For βΉ60 Crore. Lodha Developers: Announces 4.25 Rupees Dividend Per Share | π° Dividend Announcement | BUY |
βοΈ π 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 | π° Dividend Announcement | BUY |
βοΈ π Q4 profit +9% – real estate steady growth.
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| π π 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 | π Bulk Deal / Acquisition | SELL / AVOID |
βοΈ β οΈ RBI cancels license – major negative for Paytm ecosystem.
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| π π 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 βΉ3 Trillion, Up 14.85% YoY And 3.62% QoQ. ZENSAR TECH: Q4 REVENUE 14.5B VS 14.3B (QOQ) | π Results / Earnings | NoAction |
βοΈ π° βΉ6 dividend + AUM βΉ3T (+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 βΉ3 Trillion +14.85% YoY. ZENSAR TECH: Q4 REVENUE 14.5B VS 14.3B (QOQ). EBIT MARGIN 14.7% VS 16.05% (QOQ) | π Results / Earnings | NoAction |
βοΈ π Monitor quarterly trends / management commentary.
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| 7 | Shriram Finance: Q4 Total AUM βΉ3 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) | π Results / Earnings | NoAction |
βοΈ π Monitor quarterly trends / management commentary.
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| 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 | π Results / Earnings | BUY (earnings beat) |
βοΈ π Monitor quarterly trends / management commentary.
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| 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 | π Results / Earnings | BUY (earnings beat) |
βοΈ π Monitor quarterly trends / management commentary.
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| 10 | SHRIRAM FINANCE: Q4 NET PROFIT 30B VS 21.4B (YOY); EST 27B | π Results / Earnings | BUY (earnings beat) |
βοΈ π 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) | π Results / Earnings | BUY (earnings beat) |
βοΈ π 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 | π Results / Earnings | BUY (earnings beat) |
βοΈ π 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 | π Results / Earnings | BUY (earnings beat) |
βοΈ π§ͺ Dividend βΉ8 + 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. | π Results / Earnings | BUY (earnings beat) |
βοΈ π§ͺ Dividend βΉ8 + 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% | π Results / Earnings | BUY (earnings beat) |
βοΈ π§ͺ Dividend βΉ8 + 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) | π Results / Earnings | BUY (earnings beat) |
βοΈ π¦ Dividend βΉ8 + 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% | π Results / Earnings | BUY |
βοΈ π¦ Dividend βΉ8 + 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% | π Results / Earnings | BUY (earnings beat) |
βοΈ π± 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 | π Results / Earnings | BUY (earnings beat) |
βοΈ π± 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 | π Results / Earnings | BUY |
βοΈ π± 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 βΉ60 Crore | π Results / Earnings | BUY (earnings beat) |
βοΈ π Dividend βΉ4 + profit skyrockets – paper sector revival.
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| 22 | Reliance Industries: Jio Q4 ARPU At βΉ214 Per Subscriber, Jio Platforms Q4 Consolidated Profit βΉ79.35B, Revenue βΉ382.59B. MRPL: Q4 NET PROFIT 1.19B VS 14.5B (QOQ) || REVENUE 284.9B VS 297.2B (QOQ) | π Results / Earnings | BUY (earnings beat) |
βοΈ π± ARPU βΉ214, profit βΉ79B – 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) | π Results / Earnings | BUY (earnings beat) |
βοΈ π’οΈ 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 βΉ73.17B, Revenue βΉ333.81B | π Results / Earnings | BUY (earnings beat) |
βοΈ π’οΈ Sharp QoQ profit drop – refining margin pressure.
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| 25 | Reliance Jio Infocomm: Q4 Net Profit βΉ73.17B, Revenue βΉ333.81B. Reliance Industries: Announces βΉ6 Dividend Per Share | π Results / Earnings | BUY |
βοΈ π Monitor quarterly trends / management commentary.
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| 26 | Reliance Industries: Announces βΉ6 Dividend Per Share. RELIANCE INDUSTRIES: Q4 EBITDA 441B VS 460B (QOQ) || MARGIN 14.78% VS 17.08% (QOQ) | π Results / Earnings | BUY |
βοΈ π 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) | π Results / Earnings | BUY (earnings beat) |
βοΈ π 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 βΉ19.70 Crore | π Results / Earnings | BUY (earnings beat) |
βοΈ π Monitor quarterly trends / management commentary.
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| 29 | L&T FINANCE: Q4 NET PROFIT 8.1B VS 6.4B (YOY) || REVENUE 47.71B VS 40.2B (YOY) | π Results / Earnings | BUY (earnings beat) |
βοΈ π Monitor quarterly trends / management commentary.
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April 20-23 share news
| # | π
Date / Time (stacked) |
π Cleaned Text (headline) | π·οΈ Category | β‘ Action | βοΈ Your Analysis |
|---|---|---|---|---|---|
| π π Macro / Geopolitical (7 items) | |||||
| 1 | RailTel: Receives Work Order Worth βΉ86.36 Crore From Mumbai's Municipal Corporation. DONALD TRUMP CLAIMED THE U.S. IS 'WINNING' THE CONFLICT WITH IRAN. | π Macro / Geopolitical | BUY |
βοΈ π‘ βΉ86Cr 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 βΉ86.36 Cr. | π Macro / Geopolitical | BUY |
βοΈ π‘ βΉ86Cr 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. | π Macro / Geopolitical | BUY |
βοΈ π 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. | π Macro / Geopolitical | BUY |
βοΈ π» Dividend βΉ24 but margin contraction – watch client budgets.
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| 5 | FII SELL NET 1919 CR || DII BUY NET 2221 CR. | π Macro / Geopolitical | BUY |
βοΈ π Monitor further developments / quarterly trend.
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| 6 | Trump Says Iran Talks Could Start Friday. DOW +390 pts, NASDAQ +202 pts. | π Macro / Geopolitical | NoAction |
βοΈ π 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. | π Macro / Geopolitical | NoAction |
βοΈ π Monitor further developments / quarterly trend.
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| π π― Positional Call (Speculative) (3 items) | |||||
| 8 | POSITIONAL CALL: BUY LEMON TREE HOTELS AT 121 TARGET 160 STOP 100. | π― Positional Call (Speculative) | BUY |
βοΈ π¨ 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. | π― Positional Call (Speculative) | BUY |
βοΈ π§ͺ 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. | π― Positional Call (Speculative) | BUY |
βοΈ π± Positional buy target 650 – tech logistics.
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| π π¦ Brokerage Call (7 items) | |||||
| 11 | Mahindra & Mahindra: Nomura Buy with TP βΉ4,662. Apollo Hospitals: HSBC Buy with TP βΉ9,000. PhysicsWallah: JPMorgan Overweight TP βΉ125. | π¦ Brokerage Call | BUY |
βοΈ π Nomura Buy TP βΉ4662 – 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 βΉ220. | π¦ Brokerage Call | BUY |
βοΈ π Monitor further developments / quarterly trend.
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| 13 | Billionbrains Garage: JPMorgan Overweight TP βΉ220. Billionbrains Garage: UBS Neutral TP βΉ210. Godrej Properties: HSBC Buy TP βΉ2,800. | π¦ Brokerage Call | BUY |
βοΈ π Monitor further developments / quarterly trend.
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| 14 | PNB Housing Finance: Targets 18-20% Growth In FY27. HCLTech: HSBC Hold TP βΉ1,480. Persistent Systems: JPMorgan Overweight TP βΉ5,900. | π¦ Brokerage Call | BUY |
βοΈ π» Dividend βΉ24 but margin contraction – watch client budgets.
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| 15 | Persistent Systems: JPMorgan Overweight TP βΉ5,900. PNB Housing: Plans 35 new branches. Infra Investments to increase 50% by FY28 (Crisil). | π¦ Brokerage Call | BUY |
βοΈ π JPMorgan Overweight TP βΉ5900 – healthcare led beat.
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| 16 | 360 One WAM: Jefferies Buy TP βΉ1,300 as Q4 profit +17%. | π¦ Brokerage Call | BUY |
βοΈ π° Dividend βΉ6 + AUM +26% – wealth management compounder.
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| 17 | PhysicsWallah: JPMorgan Overweight TP βΉ125. Billionbrains Garage: Jefferies Buy TP βΉ225. Billionbrains Garage: Buy TP βΉ230. | π¦ Brokerage Call | BUY |
βοΈ π Monitor further developments / quarterly trend.
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| π π Order / Contract (1 items) | |||||
| 18 | FII SOLD NET 2078 CR, DII SOLD NET 1048 CR. Innovision: Secures βΉ31.10 Cr NHAI contract. | π Order / Contract | NoAction |
βοΈ π Monitor further developments / quarterly trend.
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| π π Result / Dividend (22 items) | |||||
| 19 | NAVKAR CORP: Q4 REVENUE 2B RUPEES VS 1.04B (YOY) | π Result / Dividend | NoAction |
βοΈ π 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. | π Result / Dividend | BUY |
βοΈ π° βΉ23.5 dividend + flat EBITDA – stable but margin compression.
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| 21 | PERSISTENT SYSTEMS: Q4 REVENUE 40.6B VS 37.8B (QOQ). | π Result / Dividend | NoAction |
βοΈ π JPMorgan Overweight TP βΉ5900 – 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 βΉ3,11,940 Cr +26.4% YoY. | π Result / Dividend | BUY |
βοΈ π° Dividend βΉ6 + 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. | π Result / Dividend | NoAction |
βοΈ π° Dividend βΉ6 + 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. | π Result / Dividend | BUY |
βοΈ π± Dividend βΉ75 + 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. | π Result / Dividend | NoAction |
βοΈ π Monitor further developments / quarterly trend.
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| 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. | π Result / Dividend | BUY |
βοΈ π° βΉ36 dividend + $1.07B deal wins – but profit miss.
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| 27 | TECH MAHINDRA: Q4 NET PROFIT 13.5B (miss). Positional call book profit on Tata Capital. | π Result / Dividend | CAUTION |
βοΈ π Monitor further developments / quarterly trend.
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| 28 | L&T TECHNOLOGY: FINAL DIVIDEND 40 RUPEES. Q4 EBITDA 5.21B VS 3.94B (YOY) || MARGIN 18.24% VS 13.21%. | π Result / Dividend | BUY |
βοΈ π Monitor further developments / quarterly trend.
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| 29 | L&T TECHNOLOGY: EBITDA 5.21B, NET PROFIT 3.32B VS 3.11B, REVENUE 28.58B. Iran Ceasefire 3-5 days. | π Result / Dividend | NoAction |
βοΈ π Monitor further developments / quarterly trend.
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| 30 | TATA COMMUNICATIONS: Q4 EBITDA 12.8B VS 11.22B (YOY) || MARGIN 1.6% VS 18.73% (strange). Infosys: Collaboration with OpenAI. Dividend βΉ17.50. | π Result / Dividend | BUY |
βοΈ π Monitor further developments / quarterly trend.
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| 31 | TATA COMMUNICATIONS: Dividend βΉ17.50. 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%. | π Result / Dividend | BUY |
βοΈ π Monitor further developments / quarterly trend.
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| 32 | TRENT: Q4 EBITDA beat. Trent approves 1:2 bonus share issue. Enviro Infra acquires PRA Bihar BESS for βΉ15.51 Cr. | π Result / Dividend | BUY |
βοΈ π 1:2 bonus + EBITDA beat – retail star.
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| 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 βΉ6. | π Result / Dividend | BUY |
βοΈ π Monitor further developments / quarterly trend.
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| 34 | SBI LIFE: Q4 Net Premium 277B VS 239B. Q4 Net Profit 8.05B VS 8.1B (flat). BEL: Orders βΉ5.69B. Godrej Properties: Targets βΉ5 Lakh Cr market cap by 2031. | π Result / Dividend | BUY |
βοΈ π Premium growth strong, profit flat – insurance steady.
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| 35 | BEL Orders βΉ5.69B. Godrej Properties target. Tata Power to consider Q4 results May 12. 360 ONE WAM Block Trade βΉ42.44 Cr. | π Result / Dividend | BUY |
βοΈ π° Dividend βΉ6 + AUM +26% – wealth management compounder.
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| 36 | Jindal Steel: Nuvama cuts TP to βΉ1,154 from βΉ1,293, cuts FY26-28 EBITDA estimates. Samvardhana Motherson: EU clears deal. India permits Petronet LNG expansion. | π Result / Dividend | NoAction |
βοΈ π Nuvama TP cut – steel sector headwinds.
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| 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 βΉ6. | π Result / Dividend | BUY |
βοΈ π‘ Dividend βΉ6 but margin contraction – consumer durable.
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| 38 | HAVELLS: Dividend βΉ6. Other income 2.96B VS 687M. Q4 Revenue 67.05B VS 65.44B (YOY). | π Result / Dividend | BUY |
βοΈ π‘ Dividend βΉ6 but margin contraction – consumer durable.
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| 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. | π Result / Dividend | NoAction |
βοΈ π‘ Dividend βΉ6 but margin contraction – consumer durable.
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| 40 | TECH MAHINDRA: Q4 EBIT 20.8B VS 18.9B (QOQ), margin 13.82% vs 13.15%. Revenue 151B. New deal wins $1073M. | π Result / Dividend | BUY |
βοΈ π Monitor further developments / quarterly trend.
|
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| π π Individual Stock News (4 items) | |||||
| 41 | Government Plans India Semiconductor Mission 2.0 with βΉ1.2 Lakh Cr Budget (CG Power, Moschip Tech). | π Individual Stock News | CAUTION |
βοΈ π» βΉ1.2L Cr boost – CG Power, Moschip beneficiaries.
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| 42 | Cochin Shipyard: Government Plans To Upgrade To Navratna Status. | π Individual Stock News | NoAction |
βοΈ β Navratna upgrade – PSU re-rating potential.
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| 43 | PNB Housing: Targets 18-20% retail loan growth, βΉ1 Lakh Cr loan book. 360 One WAM: expects gradual improvement. | π Individual Stock News | NoAction |
βοΈ π° Dividend βΉ6 + AUM +26% – wealth management compounder.
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| 44 | Jio Financial Services: 50:50 JV with Allianz for General Insurance. Arvind: Subsidiary in Sharjah. Bengal Tea & Fabrics: Buys Assam Tea Estate for βΉ45 Cr. | π Individual Stock News | BUY |
βοΈ π¦ JV with Allianz – general insurance entry.
|
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| # | π
Date / Time (stacked) |
π Cleaned Text (headline) | π·οΈ Category / Group | β‘ Suggested Action | βοΈ Your Analysis |
|---|---|---|---|---|---|
| π ADITYA BIRLA (1 items) | |||||
| 1 | Aditya Birla Sun Life AMC: Dividend βΉ25.50. Mahindra & Mahindra Financial Services: NCD approval. STERLING AND WILSON RENEWABLE ENERGY: Q4 NET PROFIT 1.35B VS 550M (YOY). | π Result / Dividend | BUY |
βοΈ βοΈ Q4 profit jumps 145% – renewable energy momentum.
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| π DIXON (2 items) | |||||
| 2 | L&T Technology Services: JPMorgan Neutral with TP βΉ3,600. Dixon Tech: UBS Buy with TP βΉ13,800 (cut). | π Individual Stock News | BUY |
βοΈ π± UBS Buy but TP cut – near-term smartphone price headwinds.
|
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| 3 | Dixon Tech: UBS Buy with TP βΉ13,800. | π Individual Stock News | BUY |
βοΈ π± UBS Buy but TP cut – near-term smartphone price headwinds.
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| π Geopolitics (4 items) | |||||
| 4 | German Defence Minister Says Submarine Deal With India Could Be Signed Soon, Within 3 Months | π Macro / Geopolitical | NoAction |
βοΈ π Monitor further developments / earnings.
|
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| 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. | π Macro / Geopolitical | HOLD |
βοΈ π Monitor further developments / earnings.
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| 6 | DONALD TRUMP BACKED A REPUBLICAN-LED RECONCILIATION BILL TO FUND BORDER SECURITY. IRAN'S NEGOTIATING TEAM DIDN'T HOLD TALKS ON NUCLEAR ISSUES. | π Macro / Geopolitical | HOLD |
βοΈ π Monitor further developments / earnings.
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| 7 | TRUMP AIMS TO FINALIZE DEALS WITH IRAN BY SUNDAY - ISRAEL BROADCASTING AUTHORITY | π Macro / Geopolitical | NoAction |
βοΈ π Monitor further developments / earnings.
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| π 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. | β οΈ Volatility Alert | NoAction |
βοΈ π Monitor further developments / earnings.
|
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| π INTERGLOBE (1 items) | |||||
| 9 | InterGlobe Aviation: Morgan Stanley Overweight TP βΉ5,913. L&T Technology Services: Nomura Neutral TP βΉ3,510. | π¦ Brokerage Call | BUY |
βοΈ π Monitor further developments / earnings.
|
|
| π 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 βΉ1,000 Crore NCD's. | π Order / Contract | BUY |
βοΈ ποΈ Massive βΉ25B order (62% of mcap) – strong rerating potential.
|
|
| π Macro Indicators (2 items) | |||||
| 11 | India 10-Year Government Bond Yield At 6.9542% From 6.9225%. India Rupee Opens At 94.00. | π Macro / Geopolitical | NoAction |
βοΈ π Monitor further developments / earnings.
|
|
| 12 | Spot Silver Drops More Than 3% To $75.26. Brent Crude Holds Near $104 Per Barrel. | π Macro / Geopolitical | HOLD |
βοΈ π Monitor further developments / earnings.
|
|
| π 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%. | π Result / Dividend | NoAction |
βοΈ π Monitor further developments / earnings.
|
|
| π MUKAND (1 items) | |||||
| 14 | POSITIONAL CALL: BUY MUKAND AT 148 TARGET 210. Due to abnormal volatility in OFSS NSE may increase margin. | β οΈ Volatility Alert | BUY |
βοΈ π§ Positional buy target 210 – engineering turnaround play.
|
|
| π 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. | π Macro / Geopolitical | BUY |
βοΈ π 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. | π Result / Dividend | NoAction |
βοΈ π Monitor further developments / earnings.
|
|
| π Other News (2 items) | |||||
| 17 | NSE INDEX OPENS DOWN 0.72% IN PRE OPEN TRADE. L&T Technology Services: Nomura Neutral TP βΉ3,510. | π Macro / Geopolitical | HOLD |
βοΈ π Monitor further developments / earnings.
|
|
| 18 | L&T Technology Services: ICICI Securities Hold TP βΉ3,380. NSE INDEX OPENS DOWN 0.72%. | π Macro / Geopolitical | HOLD |
βοΈ π Monitor further developments / earnings.
|
|
| π 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 | π Result / Dividend | NoAction |
βοΈ π Monitor further developments / earnings.
|
|
| π SARLA (3 items) | |||||
| 20 | SARLA PERFORMANCE: Q4 CONS NET LOSS 596M VS 127M (YOY). Tata Communications: Macquarie Outperform TP βΉ2,210. | π¦ Brokerage Call | BUY |
βοΈ π Net loss widens – exceptional items weigh. Avoid until turnaround.
|
|
| 21 | SARLA PERFORMANCE: Net Loss 596M. Tata Communications: Outperform TP βΉ2,210. | π¦ Brokerage Call | BUY |
βοΈ π Net loss widens – exceptional items weigh. Avoid until turnaround.
|
|
| 22 | SARLA PERFORMANCE: Exceptional item 771M, tax expense 119M. Net Loss 596M. | π Result / Dividend | CAUTION |
βοΈ π Net loss widens – exceptional items weigh. Avoid until turnaround.
|
|
| π SOLEX ENERGY (1 items) | |||||
| 23 | Solex Energy: Co. To Showcase Advanced Solar Technologies At Renew X, Chennai 2026 | π Individual Stock News | NoAction |
βοΈ π Monitor further developments / earnings.
|
|
| π TATA CONSULTANCY (2 items) | |||||
| 24 | Tata Consultancy Services: Morgan Stanley Overweight with Target Price βΉ2,880. India 10-Year Bond Yield 6.9542%. | π¦ Brokerage Call | BUY |
βοΈ π Monitor further developments / earnings.
|
|
| 25 | Tata Elxsi: Morgan Stanley Underweight with TP βΉ4,200 (cut). Tata Consultancy Services: Morgan Stanley Overweight TP βΉ2,880. | π¦ Brokerage Call | BUY |
βοΈ π Monitor further developments / earnings.
|
|
| π TATA ELXSI (1 items) | |||||
| 26 | InterGlobe Aviation: Morgan Stanley Overweight TP βΉ5,913 (cut). Tata Elxsi: Underweight TP βΉ4,200. | π¦ Brokerage Call | BUY |
βοΈ π Monitor further developments / earnings.
|
|
| π TRENT (6 items) | |||||
| 27 | Trent: Citigroup on Trent Limited Sell with Target Price βΉ4,100 (raised) as 4Q beat driven by strong 20% YoY revenue growth. Tech Mahindra: HDFC Securities Add with TP βΉ1,510. | π¦ Brokerage Call | SELL |
βοΈ β οΈ Mixed views: Citi Sell vs Bernstein/HDFC Buy – divergence.
|
|
| 28 | Trent: Bernstein Outperform with TP βΉ5,000. Trent: Citigroup Sell TP βΉ4,100. | π¦ Brokerage Call | BUY |
βοΈ β οΈ Mixed views: Citi Sell vs Bernstein/HDFC Buy – divergence.
|
|
| 29 | Trent: HSBC Buy with TP βΉ4,830. Trent: Bernstein Outperform TP βΉ5,000. | π¦ Brokerage Call | BUY |
βοΈ π Monitor further developments / earnings.
|
|
| 30 | Trent: HDFC Securities Add with TP βΉ4,500. Tech Mahindra: Jefferies Underperform TP βΉ1,225. | π¦ Brokerage Call | SELL |
βοΈ π Monitor further developments / earnings.
|
|
| 31 | Trent: Jefferies Hold with TP βΉ4,675. Tech Mahindra: Jefferies Underperform TP βΉ1,225. | π¦ Brokerage Call | SELL |
βοΈ π Monitor further developments / earnings.
|
|
| 32 | Trent: Jefferies Hold TP βΉ4,675. | π Individual Stock News | HOLD |
βοΈ π Monitor further developments / earnings.
|
|
| π 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 | π Bulk / Block Deal | NoAction |
βοΈ π 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). | π Result / Dividend | NoAction |
βοΈ π 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. | π Result / Dividend | BUY |
βοΈ π 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). | π Result / Dividend | NoAction |
βοΈ π Monitor further developments / earnings.
|
|
| 37 | UNION BANK: PROVISIONS 4.2B VS 2.3B. Mahindra & Mahindra Block Trade: Rs. 21.60 Cr. UNION BANK: Dividend βΉ5. | π Bulk / Block Deal | BUY |
βοΈ π Monitor further developments / earnings.
|
|
| 38 | UNION BANK: Dividend βΉ5. UNION BANK Q4 Interest Earned 264B VS 276.95B (YOY). CHOLAMANDALAM INVESTMENT: Rs. 52.86 Cr Block Trade. | π Result / Dividend | BUY |
βοΈ π Monitor further developments / earnings.
|
|
| # | π
Date / Time (stacked) |
π Cleaned Text (headlines) | π Translation | β‘ Action | π‘ 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 |
π Shareholder reward – positive cash return.
|
BUY |
π‘ π‘ 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 |
π Positive brokerage stance – expected upside.
|
BUY |
π‘ π 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 |
π Positive brokerage stance – expected upside.
|
BUY |
π‘ π 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 |
π Foreign outflows, domestic buying offsets – volatility likely.
|
BUY |
π‘ π 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 |
π Regulatory approval – opens large market opportunity.
|
NoAction |
π‘ π 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 |
π Corporate action / earnings / market update.
|
NoAction |
π‘ π 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. |
π Shareholder reward – positive cash return.
|
BUY |
π‘ π° βΉ7 dividend – wealth management co, steady yield.
|
|
| 8 | POSITIONAL CALL: BUY TCS (NSE Symbol TCS) AT 2590 FOR TARGET Of 2850, STOP LOSS 2440. |
π Derivative/equity long recommendation (speculative, high risk).
|
BUY |
π‘ π» Positional buy target 2850 – IT bellwether.
|
|
| 9 | TATA CONSULTANCY SERVICES: CO RECOMMENDED A FINAL DIVIDEND OF RS 31 PER EQUITY SHARE |
π Shareholder reward – positive cash return.
|
BUY |
π‘ π Monitor earnings / management commentary.
|
|
| 10 | POSITIONAL CALL: BUY TEJAS NETWORKS (NSE Symbol TEJASNET) AT 458.5 FOR TARGET OF 600, STOP LOSS 380. |
π Derivative/equity long recommendation (speculative, high risk).
|
BUY |
π‘ π‘ 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. |
π Derivative/equity long recommendation (speculative, high risk).
|
BUY |
π‘ π Monitor earnings / management commentary.
|
|
| 12 | Titan Company: Morgan Stanley maintains Overweight with Target Price βΉ5,102 (raised from βΉ4,529), citing strong jewellery demand driving 4–8% revenue upgrades, 3–5% EPS increase. |
π Positive brokerage stance – expected upside.
|
BUY |
π‘ π MS Overweight TP βΉ5102 – jewellery demand strong.
|
|
| 13 | NSE Index Ends Up 1.16% Or +275.50 Points At 24,050.60 |
π Corporate action / earnings / market update.
|
NoAction |
π‘ π Monitor earnings / management commentary.
|
|
| 14 | HCC: Investor Mukul Agrawal Boosts Stake From 1.68% To 1.91% In Q4 |
π Corporate action / earnings / market update.
|
NoAction |
π‘ π Ace investor stake increase – sentiment positive.
|
|
| 15 | Tata Consultancy Services: Morgan Stanley maintains Overweight with Target Price βΉ2,880 (cut from βΉ3,540), citing in-line Q4 with slight geographic improvement, cautious FY27 outlook. |
π Positive brokerage stance – expected upside.
|
BUY |
π‘ π Monitor earnings / management commentary.
|
|
| 16 | Delhivery: HSBC maintains Hold with Target Price βΉ500 (raised), citing resilient share performance despite Middle East fuel inflation concerns, strong near-term demand. |
π Corporate action / earnings / market update.
|
HOLD |
π‘ π Monitor earnings / management commentary.
|
|
| 17 | Tata Consultancy Services: JPMorgan maintains Overweight with Target Price βΉ3,150, citing Q4 revenue beat, strong $12bn deal wins, 28% QoQ AI revenue growth. |
π Positive brokerage stance – expected upside.
|
BUY |
π‘ π Monitor earnings / management commentary.
|
|
| 18 | Tata Consultancy Services: Kotak Institutional Equities maintains Buy with Target Price βΉ3,100, citing strong bookings with three mega deals. |
π Positive brokerage stance – expected upside.
|
BUY |
π‘ π Monitor earnings / management commentary.
|
|
| 19 | Shriram Finance: Morgan Stanley maintains Overweight with Target Price βΉ1,325, citing AAA upgrade by ICRA post MUFG deal, improving credit profile. |
π Positive brokerage stance – expected upside.
|
BUY |
π‘ π¦ MS Overweight TP βΉ1325 – AAA upgrade post MUFG deal.
|
|
| 20 | Tata Consultancy Services: InCred maintains Add with Target Price βΉ3,052 (cut from βΉ3,663), citing modest beat but cautious demand outlook. |
π Corporate action / earnings / market update.
|
NoAction |
π‘ π Monitor earnings / management commentary.
|
|
| 21 | Tata Consultancy Services: Jefferies maintains Underperform with Target Price βΉ2,275, citing margin miss, weak BFSI growth, flat deal bookings. |
π Negative brokerage view – expected underperformance.
|
SELL |
π‘ π Monitor earnings / management commentary.
|
|
| 22 | Tata Consultancy Services: CLSA maintains Outperform with Target Price βΉ2,985, citing strong GenAI revenue growth ($2.3bn annualised). |
π Corporate action / earnings / market update.
|
BUY |
π‘ π Monitor earnings / management commentary.
|
|
| 23 | Tata Consultancy Services: Citi maintains Sell with Target Price βΉ2,250, citing FY26 revenue decline of 2.4% YoY CC, headcount decline. |
π Negative brokerage view – expected underperformance.
|
SELL |
π‘ π Monitor earnings / management commentary.
|
|
| 24 | Tata Consultancy Services: Goldman Sachs maintains Buy with Target Price βΉ2,710, citing strong deal wins including three mega deals. |
π Positive brokerage stance – expected upside.
|
BUY |
π‘ π 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. |
π Negative brokerage view – expected underperformance.
|
SELL |
π‘ πͺ Insurance tie-up – expanding last-mile distribution.
|
|
| 26 | Mahindra & Mahindra: Co Divests 99.04% Stake In Erkun Foundry, Turkey, To Hisarlar Makina For βΉ256 Cr, Using Funds To Pay Off Debt Ahead Of Schedule. |
π Corporate action / earnings / market update.
|
NoAction |
π‘ π Turkey subsidiary sale – debt reduction positive.
|
|
| 27 | Muthoot Finance: Company Board Approves βΉ30 Dividend Per Share. |
π Shareholder reward – positive cash return.
|
BUY |
π‘ π° βΉ30 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. |
π Foreign inflows positive for sentiment.
|
BUY |
π‘ π Monitor earnings / management commentary.
|
|
| 29 | POSITIONAL CALL: BUY BHARTI AIRTEL AT 1889 FOR TARGET 2200, STOP LOSS 1810. |
π Derivative/equity long recommendation (speculative, high risk).
|
BUY |
π‘ π 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%. |
π Corporate action / earnings / market update.
|
NoAction |
π‘ π Monitor earnings / management commentary.
|
|
| 31 | FIIs Sell Net βΉ1,983.18 Crore In Indian Shares, While DIIs Buy Net βΉ2,432.30 Crore. LIC: Board Approves 1:1 Bonus Share Issue. |
π Positive brokerage stance – expected upside.
|
BUY |
π‘ π¦ 1:1 bonus share – PSU giant, retail sentiment boost.
|
|
| 32 | POSITIONAL CALL: BUY PB FINTECH (POLICYBAZAAR) AT 1538 FOR TARGET 1800, STOP LOSS 1380. |
π Derivative/equity long recommendation (speculative, high risk).
|
BUY |
π‘ π Monitor earnings / management commentary.
|
|
| 33 | HDFC AMC: Q4 REVENUE 10.5B VS 9B (YoY). POSITIONAL CALL: BUY SYNGENE AT 434 TARGET 570. |
π Derivative/equity long recommendation (speculative, high risk).
|
BUY |
π‘ π Monitor earnings / management commentary.
|
|
| 34 | HDFC AMC: Q4 NET PROFIT 6.23B VS 6.4B. ADANI PORTS BLOCK TRADE. HDFC AMC DIVIDEND βΉ54. |
π Shareholder reward – positive cash return.
|
BUY |
π‘ π Monitor earnings / management commentary.
|
|
| 35 | WAAREE RENEWABLE: Q4 EBITDA 2.06B VS 1.26B. Angel One raises borrowing limit to βΉ200B. |
π Corporate action / earnings / market update.
|
NoAction |
π‘ βοΈ 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%. |
π Quarterly earnings release – compare YoY/QoQ trends.
|
NoAction |
π‘ βοΈ Strong Q4 profit growth (65% YoY) – solar energy leader.
|
|
| 37 | VST INDUSTRIES: Final Dividend βΉ12. Q4 Net Profit 1.16B VS 513M, Revenue 6.9B VS 4.54B. |
π Shareholder reward – positive cash return.
|
BUY |
π‘ π Dividend βΉ12 + 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. |
π Corporate action / earnings / market update.
|
NoAction |
π‘ π Dividend βΉ12 + profit doubled – strong tractor/auto ancillary.
|
|
| 39 | POSITIONAL CALL: BUY CONCORD BIOTECH AT 1100 TARGET 1450, STOP 980. |
π Derivative/equity long recommendation (speculative, high risk).
|
BUY |
π‘ π Positional buy target 1450 – biopharma speciality.
|
|
| 40 | POSITIONAL CALL: BUY FEDERAL BANK AT 290 TARGET 330, STOP 270. |
π Derivative/equity long recommendation (speculative, high risk).
|
BUY |
π‘ π¦ Positional buy target 330 – valuation attractive.
|
|
| 41 | POSITIONAL CALL: BUY ANGEL ONE AT 316.75 TARGET 430, STOP 243. |
π Derivative/equity long recommendation (speculative, high risk).
|
BUY |
π‘ π Q4 EBITDA doubled – brokerage growth story.
|
|
| 42 | POSITIONAL CALL: BUY SBI AT 1077 TARGET 1160, STOP 1044. |
π Derivative/equity long recommendation (speculative, high risk).
|
BUY |
π‘ π¦ Positional buy target 1160 – PSU bank recovery.
|
|
| 43 | ICICI BANK: Q4 INTEREST EARNED 433B VS 424B (YoY). |
π Corporate action / earnings / market update.
|
NoAction |
π‘ π 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). |
π Asset quality update – lower NPAs indicate improving credit health.
|
BUY (improving asset quality) |
π‘ π Monitor earnings / management commentary.
|
|
| 45 | YES BANK: Q4 GNPA 1.3% VS 1.5% (QoQ) || NNPA 0.2% VS 0.3% (QoQ). |
π Asset quality update – lower NPAs indicate improving credit health.
|
BUY (improving asset quality) |
π‘ π¦ Asset quality improves – turnaround story.
|
|
| 46 | Interarch Building Solutions: Secures Rs 60 Crore Order. ICICI BANK: Final Dividend βΉ12. |
π Shareholder reward – positive cash return.
|
BUY |
π‘ π Monitor earnings / management commentary.
|
|
| 47 | HDFC BANK: Q4 GNPA 1.15% VS 1.24% (QoQ) || NNPA 0.38% VS 0.42% (QoQ). Dividend βΉ13. |
π Shareholder reward – positive cash return.
|
BUY |
π‘ π Monitor earnings / management commentary.
|
| # | π
Date / Time (stacked) |
π Cleaned Text (headlines) | π Translation | β‘ Action | π‘ Jay Bharat Idea & Notes |
|---|---|---|---|---|---|
| 1 | Tata Consultancy Services: Goldman Sachs maintains Buy with Target Price βΉ2,710, citing strong deal wins including three mega deals, sequential growth across most verticals. JSW Steel: Morgan Stanley maintains Overweight with Target Price βΉ1,330, citing temporary 4Q production impact... potential ~$2bn buyback (~8...) |
π Brokerage rating update – direction depends on rating.
|
BUY |
π‘ π MS Overweight TP βΉ1330 – 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. |
π Corporate action / earnings / market update.
|
SELL |
π‘ πͺ Insurance tie-up – expanding last-mile distribution.
|
|
| 3 | Mahindra & Mahindra: Co Divests 99.04% Stake In Erkun Foundry, Turkey, To Hisarlar Makina For βΉ256 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. |
π Corporate action / earnings / market update.
|
BUY |
π‘ π Turkey subsidiary sale – debt reduction positive.
|
|
| 4 | Muthoot Finance: Company Board Approves βΉ30 Dividend Per Share. |
π Shareholder reward – positive cash return.
|
BUY |
π‘ π° βΉ30 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. |
π Positive brokerage stance – expected upside.
|
BUY |
π‘ π Monitor earnings / management commentary.
|
|
| 6 | POSITIONAL CALL: BUY BHARTI AIRTEL (NSE Symbol BHARTIARTL) AT 1889 FOR TARGET Of 2200, STOP LOSS 1810. |
π Derivative/equity long recommendation (speculative, high risk).
|
BUY |
π‘ π‘ 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. |
π Corporate action / earnings / market update.
|
NoAction |
π‘ π Monitor earnings / management commentary.
|
|
| 8 | FIIs Sell Net βΉ1,983.18 Crore In Indian Shares, While DIIs Buy Net βΉ2,432.30 Crore Today. Life Insurance Corporation Of India: Board Approves 1:1 Bonus Share Issue. |
π Positive brokerage stance – expected upside.
|
BUY |
π‘ π 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'. |
π Positive brokerage stance – expected upside.
|
BUY |
π‘ π Monitor earnings / management commentary.
|
|
| 10 | POSITIONAL CALL: BUY PB FINTECH (POLICYBAZAAR) AT 1538 FOR TARGET Of 1800, STOP LOSS 1380. |
π Derivative/equity long recommendation (speculative, high risk).
|
BUY |
π‘ π 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. |
π Derivative/equity long recommendation (speculative, high risk).
|
BUY |
π‘ π βΉ54 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. |
π Shareholder reward – positive cash return.
|
BUY |
π‘ π βΉ54 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. |
π Shareholder reward – positive cash return.
|
BUY |
π‘ π βΉ54 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. |
π Quarterly earnings release – compare YoY/QoQ trends.
|
NoAction |
π‘ π 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 βΉ200 Billion. |
π Quarterly earnings release – compare YoY/QoQ trends.
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NoAction |
π‘ π Q4 EBITDA doubled + borrowing limit hike – brokerage growth.
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| 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). |
π Quarterly earnings release – compare YoY/QoQ trends.
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NoAction |
π‘ π Q4 EBITDA doubled + borrowing limit hike – brokerage growth.
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| 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. |
π Foreign inflows positive for sentiment.
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BUY |
π‘ π Monitor earnings / management commentary.
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| 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). |
π Shareholder reward – positive cash return.
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BUY |
π‘ π Dividend βΉ12 + profit doubled – strong tractor/auto ancillary.
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| 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. |
π Quarterly earnings release – compare YoY/QoQ trends.
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NoAction |
π‘ π Dividend βΉ12 + profit doubled – strong tractor/auto ancillary.
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| 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. |
π Quarterly earnings release – compare YoY/QoQ trends.
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CAUTION |
π‘ π Monitor earnings / management commentary.
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| 21 | Larsen & Toubro Ltd.: Rs. 25.39 Cr Block Trade. POSITIONAL CALL: BUY CONCORD BIOTECH AT 1100 FOR TARGET 1450, STOP LOSS 980. |
π Derivative/equity long recommendation (speculative, high risk).
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BUY |
π‘ π Positional buy target 1450 – biopharma speciality.
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| 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. |
π Derivative/equity long recommendation (speculative, high risk).
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BUY |
π‘ π¦ Positional buy target 330 – valuation attractive.
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| 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. |
π Derivative/equity long recommendation (speculative, high risk).
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BUY |
π‘ π Q4 EBITDA doubled + borrowing limit hike – brokerage growth.
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| 24 | POSITIONAL CALL: BUY SBI AT 1077 FOR TARGET 1160, STOP LOSS 1044. |
π Derivative/equity long recommendation (speculative, high risk).
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BUY |
π‘ π¦ Positional buy target 1160 – PSU bank recovery.
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| 25 | YES BANK: Q4 GNPA 1.3% VS 1.5% (QoQ) || Q4 NNPA 0.2% VS 0.3% (QoQ). |
π Asset quality update – lower NPAs indicate improving credit health.
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BUY (improving asset quality) |
π‘ π¦ Asset quality improves (GNPA 1.3%) – turnaround story.
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| 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. |
π Shareholder reward – positive cash return.
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BUY |
π‘ π Monitor earnings / management commentary.
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| 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. |
π Shareholder reward – positive cash return.
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BUY |
π‘ π Monitor earnings / management commentary.
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| 28 | NETWORK18 MEDIA & INVESTMENTS: Q4 EBITDA 306M VS 190M (YoY) || Q4 EBITDA MARGIN 4.97%. HDFC BANK: Q4 asset quality improvement. |
π Quarterly earnings release – compare YoY/QoQ trends.
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NoAction |
π‘ π Monitor earnings / management commentary.
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| 29 | ICICI BANK: Q4 INTEREST EARNED 433B VS 424B (YoY). ICICI BANK: Q4 SL NET PROFIT 137B VS 126.3B (YoY). |
π Quarterly earnings release – compare YoY/QoQ trends.
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NoAction |
π‘ π Monitor earnings / management commentary.
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| 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. |
π Quarterly earnings release – compare YoY/QoQ trends.
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NoAction |
π‘ π Q4 EBITDA doubled + borrowing limit hike – brokerage growth.
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