| # | 📅 Date / Time (stacked) |
📄 Cleaned Text | 🏷️ Category | ⚡ Action | ✍️ Your Analysis |
|---|---|---|---|---|---|
| 🏢 📊 MARKET INDICES / FLOWS (1 items) | |||||
| 1 | NSE Index Ends Up 0.81% Or +194.75 Points At 24,092.70. | 🌍 Market / Macro | NoAction |
✍️ 📌 Monitor quarterly trend / management commentary.
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| 🏢 📌 OTHER NEWS (2 items) | |||||
| 2 | Himadri Specialty: Targets PAT from ₹555 Cr to ₹1,100 Cr by FY28, 20% EBITDA margin. | 📊 Results | NoAction |
✍️ 📌 Monitor quarterly trend / management commentary.
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| 3 | L&T Finance: Nomura Buy TP ₹340. Positional call: HINDUSTAN ZINC book profit. | 🎯 Positional Call | NoAction |
✍️ 📌 Monitor quarterly trend / management commentary.
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| 🏢 ADANI TOTAL GAS (1 items) | |||||
| 4 | JINDAL SAW: Q4 Net Profit 1.39B VS 2.9B. ADANI TOTAL GAS: Q4 Net Profit 1.68B VS 1.58B. | 📊 Results | POSITIVE |
✍️ 🏭 Profit declines 52% – margin compression.
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| 🏢 ALEMBIC PHARMA (1 items) | |||||
| 5 | Alembic Pharma: co Receives Final U.S. FDA Approval For Fingolimod Capsules. | 📋 Regulatory Approval | NoAction |
✍️ 💊 USFDA approval for Fingolimod – generic opportunity.
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| 🏢 AMAZON (1 items) | |||||
| 6 | Amazon India: 'Amazon Now' expansion to 100 cities. | 📌 Corporate News | NoAction |
✍️ 📌 Monitor quarterly trend / management commentary.
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| 🏢 AU SMALL FINANCE (5 items) | |||||
| 7 | AU Small Finance Bank: Elara Capital Reduce with Target Price ₹990 (raised) as despite strong Q4 led by higher NIM (+26bp QoQ to ~6%), lower credit costs, strong loan growth. | 📊 Results | SELL |
✍️ 📌 Monitor quarterly trend / management commentary.
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| 8 | AU Small Finance Bank: Nomura Neutral TP ₹975. SBI Cards: Jefferies Hold. | 📌 Corporate News | HOLD |
✍️ 💳 Mixed calls – asset quality improving but growth muted.
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| 9 | Coal India: Motilal Oswal Buy TP ₹530. AU Small Finance Bank: Nomura Neutral. | 📌 Corporate News | HOLD |
✍️ ⛏️ Mixed views – EBITDA beat but inventory high.
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| 10 | AU Small Finance Bank: UBS Neutral TP ₹1,150. Himadri Speciality: Birla Tyres growth target. | 📌 Corporate News | HOLD |
✍️ 📌 Monitor quarterly trend / management commentary.
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| 11 | AU SMALL FINANCE: Q4 GNPA 2.03% vs 2.30%, NNPA 0.74% vs 0.88%. Q4 Net Profit 8.3B VS 5.04B, Revenue 50.1B VS 42.7B. | 📊 Results | POSITIVE |
✍️ 📌 Monitor quarterly trend / management commentary.
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| 🏢 AXIS BANK (9 items) | |||||
| 12 | Axis Bank: Nomura Buy with Target Price ₹1,560 as Q4 PAT in line but weak core PPOP offset by credit cost beat. Reliance Industries: Morgan Stanley Overweight TP ₹1,803. Reliance Industries: Macquarie Outperform TP ₹1,570. | 📊 Results | BUY |
✍️ 🛢️ Multiple broker views – O2C weak but Jio strong.
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| 13 | IndusInd Bank: UBS Sell with Target Price ₹730 as Q4 PAT beat driven by lower credit costs, but weak loan growth (-0.5% QoQ). Axis Bank: Nomura Buy TP ₹1,560. Reliance Industries: Morgan Stanley Overweight. | 📊 Results | BUY |
✍️ 🛢️ Multiple broker views – O2C weak but Jio strong.
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| 14 | India 10-Year Government Bond Yield At 6.9620% From 6.9365%. IndusInd Bank: UBS Sell TP ₹730. Axis Bank: Nomura Buy TP ₹1,560. | 🌍 Market / Macro | SELL |
✍️ 🏦 Turnaround signs – broker upgrades.
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| 15 | Axis Bank: Kotak Buy TP ₹1,600. Transformers And Rectifiers: $16.26M export order. Paytm: Bernstein Outperform TP ₹1,500. | 🏦 Brokerage Call | BUY |
✍️ 📱 RBI license cancellation – limited impact per brokers.
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| 16 | Reliance Industries: CLSA Outperform TP ₹1,800. Axis Bank: Kotak Buy. | 🏦 Brokerage Call | BUY |
✍️ 🛢️ Multiple broker views – O2C weak but Jio strong.
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| 17 | Axis Bank: Bernstein Outperform TP ₹1,600. | 🏦 Brokerage Call | NoAction |
✍️ 🏦 Buy calls – strong loan growth +18.5% YoY.
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| 18 | IDFC First Bank: CLSA Hold TP ₹73. Axis Bank: Bernstein Outperform. | 🏦 Brokerage Call | HOLD |
✍️ 🏦 Buy calls – strong loan growth +18.5% YoY.
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| 19 | Axis Bank: UBS Buy TP ₹1,620. Positional call: BUY JSW ENERGY. | 🎯 Positional Call | NoAction |
✍️ 🏦 Buy calls – strong loan growth +18.5% YoY.
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| 20 | RBL Bank: CLSA Hold TP ₹320. Axis Bank: UBS Buy. | 📌 Corporate News | HOLD |
✍️ 🏦 Buy calls – strong loan growth +18.5% YoY.
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| 🏢 BAJAJ HOUSING (1 items) | |||||
| 21 | BAJAJ HOUSING: Q4 Net Profit 6.7B VS 5.87B, Revenue 29B VS 25.1B. | 📊 Results | POSITIVE |
✍️ 📌 Monitor quarterly trend / management commentary.
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| 🏢 BHARTI AIRTEL (1 items) | |||||
| 22 | Bharti Airtel: Partnership With Google And AdaniConnex For AI Hub in Visakhapatnam, $15 Billion investment. | 🤝 Partnership / JV | NoAction |
✍️ 📌 Monitor quarterly trend / management commentary.
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| 🏢 BONDADA ENGINEERING (1 items) | |||||
| 23 | BONDADA ENGINEERING: Q4 Net Profit 592M VS 531M. Q4 Revenue 9.1B VS 7.1B. | 📊 Results | POSITIVE |
✍️ 📌 Monitor quarterly trend / management commentary.
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| 🏢 CASTROL INDIA (2 items) | |||||
| 24 | Castrol India: CFO reports challenges from currency and raw material costs. CASTROL INDIA: Q4 Revenue 15.5B VS 14.2B. SUN PHARMA: ₹73.54 Cr block trade. | 📊 Results | NoAction |
✍️ 📌 Monitor quarterly trend / management commentary.
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| 25 | CASTROL INDIA: Q4 Net Profit 2.42B VS 2.33B. Q4 EBITDA 3.3B VS 3.07B, Margin 21.31% vs 21.61%. | 📊 Results | POSITIVE |
✍️ 📌 Monitor quarterly trend / management commentary.
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| 🏢 CHENNAI PETROLEUM (2 items) | |||||
| 26 | Chennai Petroleum: Capex ₹2,000 Cr over 2-3 years. Sterling and Wilson: Geopolitical issues slowing orders. | 🏭 Order / Contract | NoAction |
✍️ 📌 Monitor quarterly trend / management commentary.
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| 27 | Mahindra Finance: Macquarie Underperform TP ₹280. Chennai Petroleum: recognizes crude volatility challenges. | 📌 Corporate News | NoAction |
✍️ 📌 Monitor quarterly trend / management commentary.
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| 🏢 GIFT NIFTY (1 items) | |||||
| 28 | GIFT NIFTY PROVISIONALLY ENDS UP 0.75% OR 180 POINTS AT 24134. DOW JONES CLOSES DOWN 54.98 POINTS, OR 0.11%, AT 49,255.34. S&P 500 CLOSES UP 56.52 POINTS, OR 0.80%, TO 7,164.92. | 🌍 Market / Macro | NoAction |
✍️ 🌍 GIFT Nifty +0.75%, Dow flat – mixed global cues.
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| 🏢 HIMADRI SPECIALITY (2 items) | |||||
| 29 | Himadri Speciality: Confident about sustaining EBITDA margins above 20%, anticipating improvements. | 📊 Results | NoAction |
✍️ 📌 Monitor quarterly trend / management commentary.
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| 30 | Himadri Speciality: Birla Tyres targets ₹3,000 Cr revenue in 4 years from ₹187 Cr. | 📊 Results | NoAction |
✍️ 📌 Monitor quarterly trend / management commentary.
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| 🏢 IDFC FIRST BANK (3 items) | |||||
| 31 | IDFC First Bank: UBS Sell TP ₹70. Reliance Industries: CLSA Outperform. | 🏦 Brokerage Call | SELL |
✍️ 🛢️ Multiple broker views – O2C weak but Jio strong.
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| 32 | IDFC First Bank: Nomura Buy TP ₹85. IDFC First Bank: UBS Sell. | 📌 Corporate News | SELL |
✍️ 🏦 Mixed views – fraud overhang but Buy calls.
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| 33 | IDFC First Bank: Jefferies Buy TP ₹82. | 📌 Corporate News | NoAction |
✍️ 🏦 Mixed views – fraud overhang but Buy calls.
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| 🏢 IFCI (2 items) | |||||
| 34 | IFCI: Q4 Net Profit 340M VS 2.6B (YOY). | 📊 Results | POSITIVE |
✍️ 📌 Monitor quarterly trend / management commentary.
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| 35 | Adani Group Partners With Google To Build AI Data Centre Campus. IFCI: Impairment Expense 835M vs Gain 3.4B. LEELA PALACES: Q4 EBITDA 2.73B VS 2.64B, Margin 56.44%. | 📊 Results | NoAction |
✍️ 📌 Monitor quarterly trend / management commentary.
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| 🏢 IZMO (1 items) | |||||
| 36 | IZMO: Packaging partner for National Silicon Photonics Mission. Positional call: NYKAA buy. | 🎯 Positional Call | NoAction |
✍️ 📌 Monitor quarterly trend / management commentary.
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| 🏢 JINDAL SAW (1 items) | |||||
| 37 | JINDAL SAW: Q4 EBITDA 4.78B VS 7.4B, Margin 10.27% vs 14.62%. | 📊 Results | NoAction |
✍️ 🏭 Profit declines 52% – margin compression.
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| 🏢 JSW STEEL (2 items) | |||||
| 38 | JSW Steel: Goldman Sachs Buy TP ₹1,490 initiation. India-NZ FTA talks. | 📌 Corporate News | NoAction |
✍️ 🏭 Goldman initiation – structural demand shift.
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| 39 | Shyam Metals: Goldman Sachs Buy TP ₹1,065. JSW Steel: Goldman Sachs Buy. | 📌 Corporate News | NoAction |
✍️ 🏭 Goldman initiation – structural demand shift.
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| 🏢 KIRLOSKAR PNEUMATIC (3 items) | |||||
| 40 | Kirloskar Pneumatic: Confident In Aiming For Over 20% Growth This Financial Year. SBI Life: Reports Improved Premium Growth Rate in April, Says CEO Amit Jhingran. | 📌 Corporate News | NoAction |
✍️ 🔧 Dividend ₹8.5 + profit +74% – engineering.
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| 41 | KIRLOSKAR PNEUMATIC: Dividend ₹8.50. Q4 EBITDA 1.86B VS 1.1B, Margin 26.34% vs 18.87%. Q4 Net Profit 1.4B VS 806M. | 📊 Results | POSITIVE |
✍️ 🔧 Dividend ₹8.5 + profit +74% – engineering.
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| 42 | KIRLOSKAR PNEUMATIC: Q4 Revenue 7.1B VS 5.82B. | 📊 Results | NoAction |
✍️ 🔧 Dividend ₹8.5 + profit +74% – engineering.
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| 🏢 LODHA (5 items) | |||||
| 43 | Lodha: Jefferies on Lodha Buy with Target Price ₹1,215 as FY27 pre-sales guidance beat with strong pipeline, path to net-debt-free despite land acquisitions, and catalysts like data center (1GW...) | 🏦 Brokerage Call | BUY |
✍️ 🏠 Buy TP ₹1215 – pre-sales beat, data center catalyst.
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| 44 | NMDC: Goldman Sachs Sell TP ₹84. Lodha Developers: Jefferies Buy TP ₹1,215. | 📌 Corporate News | SELL |
✍️ 🏠 Buy TP ₹1215 – pre-sales beat, data center catalyst.
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| 45 | Lodha Developers: Nomura Buy TP ₹1,450. Adani Green: ₹1,200-1,500 Cr EBITDA hit due to transmission issues. | 📊 Results | NoAction |
✍️ ☀️ Transmission hit ₹1,200-1,500 Cr – execution risk.
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| 46 | Shriram Finance: HSBC Buy TP ₹1,200. Lodha Developers: Nomura Buy. | 📌 Corporate News | NoAction |
✍️ 🏦 Multiple Buys – 15-18% loan growth guidance.
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| 47 | Lodha Developers: Jefferies Buy TP ₹1,215. Adani Green: Committed to 50 GW by 2030. | 📌 Corporate News | NoAction |
✍️ 🏠 Buy TP ₹1215 – pre-sales beat, data center catalyst.
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| 🏢 MAHINDRA HOLIDAY (2 items) | |||||
| 48 | MAHINDRA HOLIDAY: Q4 Net Profit 416M VS 731M (YOY). | 📊 Results | POSITIVE |
✍️ 📌 Monitor quarterly trend / management commentary.
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| 49 | MAHINDRA HOLIDAYS: Q4 EBITDA 1.97B VS 2.04B, Margin 24.04% vs 26.24%. | 📊 Results | NoAction |
✍️ 📌 Monitor quarterly trend / management commentary.
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| 🏢 NIPPON LIFE (2 items) | |||||
| 50 | Nippon Life India AMC: HSBC Hold TP ₹890 (raised) as Q4 beat. | 📊 Results | HOLD |
✍️ 📌 Monitor quarterly trend / management commentary.
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| 51 | NIPPON LIFE INDIA AMC: Q4 Net Profit 3.85B VS 2.98B, Revenue 7.4B VS 5.7B. TAMILNAD MERCANTILE BANK: FY27 loan growth ~20% guidance. | 📊 Results | POSITIVE |
✍️ 🏦 Dividend ₹12.5 + 20% loan growth guidance.
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| 🏢 PARAS DEFENCE (1 items) | |||||
| 52 | Paras Defence: Forms Agreement With Complus Systems And JV Micronics To Develop Anechoic Chambers. Rallis: Management says first to raise prices due to higher costs. | 🤝 Partnership / JV | NoAction |
✍️ 📌 Monitor quarterly trend / management commentary.
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| 🏢 PIRAMAL FINANCE (4 items) | |||||
| 53 | Piramal Finance: Jefferies Hold TP ₹1,940 as Q4 sharp adj loss. UltraTech Cement: Motilal Oswal Buy TP ₹13,800. | 📊 Results | HOLD |
✍️ 🏗️ Dividend ₹240 + profit beat – cement leader.
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| 54 | SBI Cards: JPMorgan Underweight TP ₹625. Piramal Finance: Nomura Buy TP ₹2,150. | 🏦 Brokerage Call | SELL |
✍️ 💳 Mixed calls – asset quality improving but growth muted.
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| 55 | SBI Cards: UBS Neutral TP ₹780. Piramal Finance: Nomura Buy. | 📌 Corporate News | HOLD |
✍️ 💳 Mixed calls – asset quality improving but growth muted.
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| 56 | PIRAMAL FINANCE: Q4 Loss Before Tax 8.2B VS Profit 1.16B (exceptional item ₹13.3B). BAJAJ HOUSING: GNPA 0.27% steady. | 📊 Results | NoAction |
✍️ 📌 Monitor quarterly trend / management commentary.
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| 🏢 POWER MECH PROJECTS (1 items) | |||||
| 57 | Power Mech Projects: Wins ₹227.95 Cr order for Vande Bharat sleeper trains. | 🏭 Order / Contract | NoAction |
✍️ 📌 Monitor quarterly trend / management commentary.
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| 🏢 QUESS CORP (1 items) | |||||
| 58 | Quess Corp: Receives ₹155.11 Cr refund. MAHINDRA HOLIDAY: Q4 Revenue 8.2B VS 7.8B. | 📊 Results | NoAction |
✍️ 📌 Monitor quarterly trend / management commentary.
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| 🏢 RALLIS (1 items) | |||||
| 59 | FII Sell ₹1,151.48 Cr, DII Buy ₹4,124 Cr. RALLIS INDIA: Dividend ₹3 per share. Q4 Revenue 4.56B VS 4.3B. | 📊 Results | SELL |
✍️ 📌 Monitor quarterly trend / management commentary.
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| 🏢 SAPPHIRE FOODS (1 items) | |||||
| 60 | SAPPHIRE FOODS: Q4 Net Loss 126M VS Profit 20M (YOY). | 📊 Results | CAUTION |
✍️ 📌 Monitor quarterly trend / management commentary.
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| 🏢 SBI CARDS (3 items) | |||||
| 61 | Coal India: Morgan Stanley Equal-weight TP ₹410. SBI Cards: UBS Neutral. | 📌 Corporate News | HOLD |
✍️ ⛏️ Mixed views – EBITDA beat but inventory high.
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| 62 | SBI Cards: Jefferies Hold TP ₹700. Coal India: HSBC Hold. | 📌 Corporate News | HOLD |
✍️ ⛏️ Mixed views – EBITDA beat but inventory high.
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| 63 | SBI Cards: Aims To Gain 900,000 - 1 Million New Users In Q1. | 📌 Corporate News | NoAction |
✍️ 💳 Mixed calls – asset quality improving but growth muted.
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| 🏢 SHRIRAM FINANCE (4 items) | |||||
| 64 | Shriram Finance: Nomura Buy TP ₹1,200. Shriram Finance: HSBC Buy. | 📌 Corporate News | NoAction |
✍️ 🏦 Multiple Buys – 15-18% loan growth guidance.
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| 65 | Shriram Finance: CLSA Outperform TP ₹1,150. | 🏦 Brokerage Call | NoAction |
✍️ 🏦 Multiple Buys – 15-18% loan growth guidance.
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| 66 | Shriram Finance: Kotak Add TP ₹1,100. Volatility alert: SUNPHARMA, TORNTPOWER. | 🏦 Brokerage Call | NoAction |
✍️ 🏦 Multiple Buys – 15-18% loan growth guidance.
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| 67 | IndusInd Bank: Jefferies Buy TP ₹1,100. Shriram Finance: Kotak Add. | 🏦 Brokerage Call | BUY |
✍️ 🏦 Turnaround signs – broker upgrades.
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| 🏢 SUPREME INDUSTRIES (4 items) | |||||
| 68 | SUPREME INDUSTRIES: Final Dividend ₹25. FY26 plastic pipes volume growth 11.8% vs guidance 15-17%. | 💰 Dividend | POSITIVE |
✍️ 💰 Dividend ₹25 + profit +46% – plastic pipes.
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| 69 | SUPREME INDUSTRIES: Q4 Net Profit 4.3B VS 2.94B. Sterling Tools: Teams up with Nanjing Haohang. | 📊 Results | POSITIVE |
✍️ 💰 Dividend ₹25 + profit +46% – plastic pipes.
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| 70 | SUPREME INDUSTRIES: Q4 Revenue 35.3B VS 30.08B. | 📊 Results | NoAction |
✍️ 💰 Dividend ₹25 + profit +46% – plastic pipes.
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| 71 | SUPREME INDUSTRIES: Q4 EBITDA 6.2B VS 4.15B, Margin 17.66% vs 13.73%. | 📊 Results | NoAction |
✍️ 💰 Dividend ₹25 + profit +46% – plastic pipes.
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| 🏢 TAMILNAD MERCANTILE BANK (2 items) | |||||
| 72 | TAMILNAD MERCANTILE BANK: Q4 Net Profit 3.7B VS 2.92B. MRPL: Plans JV with ONGC and OPAL. | 📊 Results | POSITIVE |
✍️ 🏦 Dividend ₹12.5 + 20% loan growth guidance.
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| 73 | TAMILNAD MERCANTILE BANK: Dividend ₹12.5 per share. Q4 Interest Earned 15.5B VS 13.42B. Oil India: Hydrocarbon discovery in Libya. | 📊 Results | POSITIVE |
✍️ 🏦 Dividend ₹12.5 + 20% loan growth guidance.
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| 🏢 TATA MOTORS (1 items) | |||||
| 74 | TATA MOTORS: NHTSA engineering analysis on 331,559 JLR vehicles. Adani Total Gas: FY27 EBITDA ₹15B guidance. Magellanic Cloud: Investment partnership with Rayonix Tech worth ₹1.50B. | 📊 Results | NoAction |
✍️ 📌 Monitor quarterly trend / management commentary.
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| 🏢 TATA STEEL (1 items) | |||||
| 75 | Tata Steel: Goldman Sachs Neutral TP ₹210. Positional call: ROUTE MOBILE book profit. | 🎯 Positional Call | HOLD |
✍️ 📌 Monitor quarterly trend / management commentary.
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| 🏢 ULTRATECH CEMENT (7 items) | |||||
| 76 | UltraTech Cement: Goldman Sachs Buy TP ₹13,230 (cut) as strong Q4 with 9% volume growth. | 📊 Results | NoAction |
✍️ 🏗️ Dividend ₹240 + profit beat – cement leader.
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| 77 | Coal India: HSBC Hold TP ₹440. UltraTech Cement: Jefferies Buy TP ₹14,050. | 📌 Corporate News | HOLD |
✍️ 🏗️ Dividend ₹240 + profit beat – cement leader.
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| 78 | UltraTech Cement: CLSA Outperform TP ₹14,000. Coal India: Motilal Oswal Buy. | 🏦 Brokerage Call | BUY |
✍️ 🏗️ Dividend ₹240 + profit beat – cement leader.
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| 79 | Jindal Steel: HSBC Hold TP ₹1,280. UltraTech Cement: CLSA Outperform. | 🏦 Brokerage Call | HOLD |
✍️ 🏗️ Dividend ₹240 + profit beat – cement leader.
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| 80 | ULTRATECH CEMENT: Q4 Net Profit 30B VS 25B; Est 27.5B. Q4 EBITDA 56B VS 46.2B; Margin 21.71% vs 20.02%. | 📊 Results | POSITIVE |
✍️ 🏗️ Dividend ₹240 + profit beat – cement leader.
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| 81 | ULTRATECH CEMENT: Final Dividend ₹240 per share. Q4 Revenue 255B VS 231B. | 📊 Results | POSITIVE |
✍️ 🏗️ Dividend ₹240 + profit beat – cement leader.
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| 82 | SBI CARDS: Q4 Net Profit 6.1B VS 5.34B; Est 6.1B. Ultratech Cement: capacity exceeding 200 MTPA. | 📊 Results | POSITIVE |
✍️ 🏗️ Dividend ₹240 + profit beat – cement leader.
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| 🏢 VARDHMAN SPECIAL (2 items) | |||||
| 83 | VARDHMAN SPECIAL: Q4 Net Profit 340M VS 197M (YOY). HDB Financial Services: Allots ₹3,250 Cr debentures. | 📊 Results | POSITIVE |
✍️ 📌 Monitor quarterly trend / management commentary.
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| 84 | VARDHMAN SPECIAL: Q4 Revenue 4.58B VS 4.28B. VARDHMAN SPECIAL STEELS: Dividend 3.50 Rupees per share. Q4 EBITDA 461M VS 314M, Margin 10% vs 7.34%. | 📊 Results | POSITIVE |
✍️ 📌 Monitor quarterly trend / management commentary.
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| 🏢 VARUN BEVERAGES (1 items) | |||||
| 85 | VARUN BEVERAGES: Q4 EBITDA 15.3B VS 12.6B, Margin 22.75% vs 22.25%. Q4 Net Profit 8.7B VS 7.3B. NAVIN FLUORINE: ₹51.34 Cr block trade. | 📊 Results | POSITIVE |
✍️ 🥤 Q4 profit +19% – beverage momentum.
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