Is India’s options market overleveraged? Here’s what Nithin Kamath says
Zerodha CEO Nithin Kamath refuted concerns about excess leverage in Indian markets, calling US comparisons flawed. He emphasized India’s significantly lower margin funding and options exposure compared to the US, dismissing claims of speculative overheating.
Swiggy Q1 Results: Loss widens to Rs 1,197 crore, revenue soars 54%
Swiggy Q1 Results: Food delivery player Swiggy Ltd on Thursday reported widening of its net losses to Rs 1,197 crore in the first quarter of FY26, compared to Rs 611 crore in the year-ago period. Revenue from operations in the reporting period rose 54% YoY to Rs 4,961 crore.
TVS Motor Q1 Results: Cons PAT jumps 32% YoY to Rs 610 crore, revenue rises 18%
TVS Motor Q1 Results: TVS Motor Company witnessed a strong Q1FY26, with consolidated net profit surging 32% YoY to Rs 610 crore and revenue from operations climbing 18% to Rs 12,210 crore. Standalone PAT also rose significantly by 35% to Rs 779 crore, accompanied by a 20% increase in standalone revenue to Rs 10,081 crore.
Sun Pharma Q1 Results: Cons profit falls 20% YoY to Rs 2,278 crore, but revenue rises 10%
Sun Pharma Q1 Results FY26: Sun Pharmaceutical Industries reported a 20% fall in Q1 consolidated net profit, reaching Rs 2,278 crore. Despite this dip, revenue from operations increased by 10% to Rs 13,786 crore. Strong performance in the India market and growth in global innovative medicines sales, including the U.S. launch of LEQSELVI, contributed to […]
Vedanta Q1 Results: Cons PAT slides 12% YoY to Rs 3,185 crore, revenue rises 6%
Vedanta Q1 Results FY26: Mining major Vedanta on Thursday posted its first quarter results for FY26, reporting a 11.7% year-on-year (YoY) decline in its consolidated net profit to Rs 3,185 crore. However, the company’s revenue from operations rose by 5.75% YoY to Rs 37,824 crore, up from Rs 35,764 reported a year ago.
25% US tariff not a structural threat to Indian market: Vikas Khemani
Vikas Khemani of Carnelian Asset Management suggests that while U.S. tariffs may cause short-term earnings uncertainty for Indian exporters, a major structural risk to the overall market is unlikely. The markets have largely priced in the potential impact of a 25% tariff, and India’s strong domestic consumption and infrastructure development provide a buffer.
Which sectors will need a relook in terms of earnings projection now? Gautam Duggad explains
Gautam Duggad suggests that Indian stock markets are reacting steadily to tariff impacts, with financials and IT remaining stable. Earnings growth will be driven by domestic economic factors and a shift towards consumption-focused policies. Smaller sectors like EMS and cement are projected to lead earnings, while large sectors face limited growth.
Dr Reddy’s, Sun Pharma and other pharma stocks fall up to 3% as Trump threatens 25% tariff on India
Indian pharma stocks fell up to 3% after U.S. President Trump announced a 25% tariff on Indian imports over its trade with Russia. Concerns rose about potential inclusion of generic drugs in the tariff list. Analysts expect strategic shifts by exporters and a cautious, range-bound market reaction.
PNB shares fall 4% after Q1 profit drops 48% YoY to Rs 1,675 crore
Punjab National Bank’s shares dipped 4% following a 48% YoY drop in net profit for Q1 2025, reporting Rs 1,675 crore against last year’s Rs 3,251.5 crore, impacted by a significant tax expense. While total income rose 15.7%, NII saw marginal growth. Asset quality improved with reduced GNPA and NNPA.
Shrimp stocks Avanti Feeds, Waterbase, others fall up to 7% after Trump threatens 25% tariff and penalty on India
Avanti Feeds, Apex Frozen Foods, and Waterbase Ltd witnessed steep declines as investors priced in concerns over a potential impact on exports. Avanti Feeds tumbled 6.6% to Rs 645, Apex Frozen Foods slipped 6.5% to Rs 225.05, and Waterbase fell 4.5% to Rs 49.16.