| 1 |
2026-05-06 |
16:33:27 |
Poonawalla Fincorp |
Approves ₹1,000 Crore NCD Issuance with ₹500 Cr Base and ₹500 Cr Green Shoe Option |
Fundraise |
|
POSITIVE |
Debt raise for business expansion, NBFC growth |
| 2 |
2026-05-06 |
16:33:27 |
NSE Index |
Ends Up 1.24% Or +298.15 Points At 24,330.95 |
Market |
|
POSITIVE |
Strong market close, broad-based buying |
| 3 |
2026-05-06 |
16:33:27 |
BMW INDUSTRIES |
Q4 EBITDA 576M vs 336M (YoY), Margin 27.6% vs 21.48% (YoY) |
Results |
|
BUY |
Strong margin expansion, profit growth |
| 4 |
2026-05-06 |
16:33:41 |
BMW INDUSTRIES |
Q4 SL Net Profit 334M vs 176M (YoY), Q4 Revenue 2.1B vs 1.57B (YoY) |
Results |
|
BUY |
Profit almost doubled, revenue growth strong |
| 5 |
2026-05-06 |
16:34:07 |
Radico Khaitan |
Keeps eye on West Asia crisis, remains optimistic about profit growth by FY27 |
Guidance |
|
BUY |
Positive outlook, premium alcobev player |
| 6 |
2026-05-06 |
16:34:07 |
FAIRCHEM ORGANICS |
Q4 Revenue 1.17B vs 1.2B (YoY) - flat |
Results |
|
NEUTRAL |
Revenue flat, awaiting margin improvement |
| 7 |
2026-05-06 |
16:34:20 |
Radico Khaitan |
Exceeds ₹6,000 Cr Net Revenue and Surpasses ₹1,000 Cr EBITDA |
Results |
|
BUY |
Milestone achievement, strong financial performance |
| 8 |
2026-05-06 |
16:34:20 |
FAIRCHEM ORGANICS |
Q4 EBITDA 80M vs 44M (YoY), Margin 6.87% vs 3.66% (YoY), Net Profit 37M vs 6M (YoY) |
Results |
|
BUY |
Margin expansion from low base, turnaround |
| 9 |
2026-05-06 |
16:34:31 |
Likhitha Infra |
Secures ₹72.15 Cr Order from HPCL, Market Cap ₹900 Cr |
Order |
|
BUY |
Order ~8% of mcap, oil & gas infra play |
| 10 |
2026-05-06 |
16:34:40 |
Polycab |
EBITDA Margins stay in expected range of 12%-14% |
Guidance |
|
POSITIVE |
Margin guidance maintained, wires & cables |
| 11 |
2026-05-06 |
16:34:40 |
Polycab |
Reports 15% yearly drop in EPC business revenues due to project timing issues |
Update |
|
NEUTRAL |
EPC slowdown temporary, core business strong |
| 12 |
2026-05-06 |
16:34:40 |
RADICO KHAITAN |
Q4 Revenue 52B vs 44.85B (YoY) |
Results |
|
BUY |
Revenue growth +16% YoY |
| 13 |
2026-05-06 |
16:34:40 |
POLYCAB INDIA |
Q4 Revenue 88.6B vs 70B (YoY) |
Results |
|
BUY |
Revenue growth +26% YoY, strong demand |
| 14 |
2026-05-06 |
16:34:49 |
RADICO KHAITAN |
Q4 EBITDA 2.84B vs 1.78B (YoY), Margin 5.5% vs 3.96% (YoY) |
Results |
|
BUY |
Margin expansion, operating leverage |
| 15 |
2026-05-06 |
16:34:49 |
POLYCAB INDIA |
Q4 EBITDA 11.61B vs 10.2B (YoY), Margin 13.1% vs 14.7% (YoY) |
Results |
|
HOLD |
Margin contraction, but profit growth |
| 16 |
2026-05-06 |
16:34:57 |
POLYCAB INDIA |
Q4 CONS Net Profit 7.7B vs 7.3B (YoY) |
Results |
|
POSITIVE |
Profit +5% YoY |
| 17 |
2026-05-06 |
16:34:57 |
RADICO KHAITAN |
Q4 CONS Net Profit 1.8B vs 921M (YoY) |
Results |
|
BUY |
Profit nearly doubled |
| 18 |
2026-05-06 |
16:34:57 |
CG POWER AND INDUSTRIAL SOLUTIONS |
Q4 EBITDA 4.7B vs 3.48B (YoY), Margin 13.6% vs 12% (YoY) |
Results |
|
BUY |
Margin expansion, power infra play |
| 19 |
2026-05-06 |
16:35:07 |
CG POWER |
Q4 CONS Net Profit 3.7B vs 2.7B (YoY), Q4 Revenue 34.41B vs 27.53B (YoY) |
Results |
|
BUY |
Profit +37% YoY, strong execution |
| 20 |
2026-05-06 |
16:35:56 |
PM Modi Announcement |
India and Vietnam will connect their payment systems, cooperate on critical minerals |
Policy |
|
POSITIVE |
Cross-border payments, strategic ties |
| 21 |
2026-05-06 |
16:35:56 |
RANE (MADRAS) |
Q4 EBITDA 955M vs 788M (YoY), Margin 9.12% vs 8.74% (YoY) |
Results |
|
POSITIVE |
Margin improvement, auto ancillary |
| 22 |
2026-05-06 |
16:36:04 |
RANE (MADRAS) |
Q4 Revenue 10.5B vs 9B (YoY). Remains cautiously positive for FY27 |
Results |
|
HOLD |
Steady growth, cautious outlook |
| 23 |
2026-05-06 |
17:13:46 |
BMW Industries |
Plans to start first phase of Bokaro Steel Complex in Q1 FY27, partners with IOCL for PNG |
Expansion |
|
BUY |
Capacity expansion, efficiency improvement |
| 24 |
2026-05-06 |
17:13:46 |
VIMTA LABS |
Q4 EBITDA 393M vs 330M (YoY), Margin 36.04% vs 34.98% (YoY) |
Results |
|
BUY |
High-margin lab business, steady growth |
| 25 |
2026-05-06 |
17:14:11 |
Allied Blenders and Distillers |
Andhra Pradesh reinstates LoI for new IMFL bottling plant |
Update |
|
POSITIVE |
Regulatory approval for expansion |
| 26 |
2026-05-06 |
20:13:18 |
Tanfac Industries |
Confirms ₹495 Cr Investment for fluorinated product plant, start in Q3 FY27 |
Expansion |
|
BUY |
Large capex, specialty chemicals growth |
| 27 |
2026-05-06 |
20:16:58 |
BAJAJ AUTO |
Dividend of ₹150 per share |
Dividend |
|
BUY |
High dividend yield ~1.5% |
| 28 |
2026-05-06 |
20:16:58 |
BAJAJ AUTO |
Q4 Net Profit 27.46B vs 20.5B (YoY); Est 26.3B. Q4 Revenue 160B |
Results |
|
BUY |
Profit beat, 2-wheeler demand strong |
| 29 |
2026-05-06 |
20:16:58 |
BAJAJ AUTO |
Q4 EBITDA 33.23B vs 24.5B (YoY); Est 32.12B, Margin 20.76% vs 20.17% |
Results |
|
BUY |
Margin expansion, export outlook strong |
| 30 |
2026-05-06 |
20:17:17 |
Servotech Renewable Power |
Wins 1,415 KW solar rooftop project from South Central Railway |
Order |
|
BUY |
Solar EPC order, renewable energy play |
| 31 |
2026-05-06 |
20:17:17 |
Omaxe |
Subsidiary gets RERA registration for two projects in Uttar Pradesh |
Update |
|
POSITIVE |
Real estate projects progress |
| 32 |
2026-05-06 |
20:17:51 |
HOME FIRST FINANCE |
Q4 Net Profit 1.49B vs 1.05B (YoY), Revenue 5.01B vs 4.15B (YoY) |
Results |
|
BUY |
Housing finance growth, asset quality |
| 33 |
2026-05-06 |
20:17:51 |
Sarla Performance Fiber |
Board will review plan for buying back equity shares |
Buyback |
|
POSITIVE |
Buyback plan, value unlock |
| 34 |
2026-05-06 |
20:17:51 |
Dabur India |
To create new fully owned subsidiary in the USA |
Expansion |
|
BUY |
US foray, international growth |
| 35 |
2026-05-06 |
20:18:42 |
BIRLASOFT |
Q4 Net Profit 1.76B vs 1.2B (QoQ), Revenue 13.49B flat QoQ, Final Dividend ₹4 |
Results |
|
BUY |
IT services, QoQ profit growth |
| 36 |
2026-05-06 |
20:18:42 |
CESC |
Q4 EBITDA 7.43B vs 8.12B (YoY), Margin 18.14% vs 20.9% (YoY) |
Results |
|
HOLD |
Margin compression, power utility |
| 37 |
2026-05-06 |
20:19:03 |
PB FINTECH |
Q4 Net Profit 2.61B vs 1.71B (YoY), Revenue 20.61B vs 15.1B (YoY) |
Results |
|
BUY |
Strong profit growth, insurance platform |
| 38 |
2026-05-06 |
20:19:03 |
KANSAI NEROLAC |
Q4 EBITDA 2.15B vs 1.8B (YoY), Margin 11.48% vs 10.28% (YoY) |
Results |
|
POSITIVE |
Margin expansion, paints sector recovery |
| 39 |
2026-05-06 |
20:19:19 |
GODREJ CONSUMER |
Q4 Profit Before Tax 7.4B vs 6.7B (YoY), Dividend ₹5 per share |
Results |
|
BUY |
FMCG steady, dividend yield |
| 40 |
2026-05-06 |
20:19:19 |
BLUE STAR |
Q4 EBITDA 3.26B vs 2.8B (YoY), Margin 8.01% vs 6.94% (YoY) |
Results |
|
BUY |
Margin expansion, air conditioner demand |
| 41 |
2026-05-06 |
20:19:27 |
BLUE STAR |
Q4 Net Profit 2.27B vs 1.94B (YoY), Revenue 40.72B vs 40.19B, Final Dividend ₹8.50 |
Results |
|
BUY |
Profit growth +17%, consumer durables |
| 42 |
2026-05-06 |
20:19:27 |
GODREJ CONSUMER |
Q4 Net Profit 4.52B vs 4.1B (YoY), Revenue 39.70B |
Results |
|
BUY |
FMCG profit growth |
| 43 |
2026-05-06 |
23:16:20 |
HEXAWARE TECH |
Interim Dividend INR 8.50 per share. Q4 EBITDA 5.97B vs 5.28B (YoY), Margin 16.53% vs 16.45% |
Results |
|
BUY |
IT services, dividend + margin expansion |
| 44 |
2026-05-07 |
00:52:29 |
ONE 97 COMMUNICATIONS |
Q4 Net Profit 1.84B vs Loss 5.4B (YoY), Revenue 22.64B vs 19.12B (YoY) |
Results |
|
BUY |
Paytm turns profitable, strong turnaround |
| 45 |
2026-05-07 |
00:53:19 |
FII/DII Flow |
FII Sell Net ₹5835 Cr, DII Buy Net ₹6837 Cr |
Flow |
|
NEUTRAL |
FII selling continues, DII absorbing |
| 46 |
2026-05-07 |
08:53:25 |
Bajaj Auto |
Exports outlook strong, aiming to exceed 200,000-220,000 units monthly |
Guidance |
|
BUY |
Export growth driver, 2-wheeler leader |
| 47 |
2026-05-07 |
08:53:39 |
Newgen Software Tech |
Secures Contract valued at ₹14.5 Crores |
Order |
|
POSITIVE |
Small order win, software services |
| 48 |
2026-05-07 |
08:54:24 |
US Indices |
Dow +643 (+1.31%) at 49,941, S&P +108 (+1.49%) at 7,367, Nasdaq +520 (+2.05%) at 25,846 |
Macro |
|
POSITIVE |
US markets rally, global sentiment supportive |
| 49 |
2026-05-07 |
10:10:19 |
India Rupee |
Starts at 94.73 against Dollar from 94.61 previous close |
Macro |
|
NEUTRAL |
Rupee stable, slight depreciation |
| 50 |
2026-05-07 |
10:10:26 |
Adani Ports |
Plans to invest up to ₹13,000 Cr to expand fleet from 136 to about 200 vessels by 2031 |
Expansion |
|
BUY |
Large capex, port operator growth |
| 51 |
2026-05-07 |
10:56:27 |
KEI Industries |
Income Tax raids at six locations including Delhi |
News |
|
CAUTION |
Tax raid, short-term overhang |
| 52 |
2026-05-07 |
12:10:08 |
NBC |
Secures work orders valued at ₹103.47 Cr from Power Finance Corporation for CSR projects |
Order |
|
POSITIVE |
Order win, social infra projects |
| 53 |
2026-05-07 |
12:10:08 |
L&T |
Wins large contract valued between ₹25B to ₹50B |
Order |
|
BUY |
Mega order win, execution strength |
| 54 |
2026-05-07 |
12:11:17 |
Awfis Space |
Grows presence in Chennai with new 114,000 sq. ft. premium workspace |
Expansion |
|
POSITIVE |
Co-working space expansion |
| 55 |
2026-05-07 |
12:11:17 |
HDFC LIFE INSURANCE |
Rs. 142.52 Cr NSE Block Trade; for ~2,328,313 shares at Rs. 612.10 |
Block Deal |
612.10 |
NEUTRAL |
Large block trade in insurance major |
| 56 |
2026-05-07 |
18:26:19 |
Phoenix Mills |
Stake in Mirabel Entertainment reduced from 50% to 35.49% after issuing equity shares |
Update |
|
NEUTRAL |
Stake dilution, non-core business |
| 57 |
2026-05-07 |
18:32:14 |
KENNAMETAL INDIA |
Dividend of ₹40 per share. Q4 Net Profit 514M vs 244M (YoY), Revenue 4.03B vs 2.9B (YoY) |
Results |
|
BUY |
High dividend, profit doubled |
| 58 |
2026-05-07 |
18:32:49 |
DABUR INDIA |
Q4 EBITDA 4.62B vs 4.26B (YoY), Margin 15.21% vs 15.08% (YoY). Reports 6% volume growth |
Results |
|
BUY |
Volume growth +6%, FMCG resilient |
| 59 |
2026-05-07 |
18:33:13 |
Cochin Shipyard |
Subsidiary receives order from Ocean Sparkle (Adani Group) to build four ASD tugs, valued ₹100-250 Cr |
Order |
|
BUY |
Shipbuilding order, defence PSU |
| 60 |
2026-05-07 |
18:33:13 |
DABUR INDIA |
Q4 Net Profit 3.69B vs 3.2B (YoY), Revenue 30.38B vs 28.3B (YoY) |
Results |
|
BUY |
Profit +15% YoY, FMCG steady growth |