Market in consolidation phase, break above 24,600 crucial for trend shift: Gautam Shah
Indian stock markets are seeing a shift. Leadership is narrowing, with energy, PSU, metals, real estate, and pharma sectors poised for growth. The auto sector faces pressure. Broader indices may consolidate. Investors should focus on specific sectors and companies with clear earnings visibility for the next three to five years.
Did BSE really overtake NSE in F&O turnover? Here’s why the math may be misleading
Recent reports indicated BSE overtook NSE in derivatives trading. However, a closer look reveals this was a technical shift. Notional turnover, a misleading metric, inflated BSE’s figures. NSE continues to lead in premium turnover, the true measure of trading activity. Holiday distortions affected NSE’s volumes, not BSE’s. The overall market saw a decline, not a […]
KPI Green Energy Q4 cons PAT jumps 46% YoY to Rs 155 cr; revenue up 40%
KPI Green Energy Q4 Results: KPI Green Energy announced strong financial results for the fourth quarter of FY26. Net profit surged by 46% to Rs 155 crore. Revenue from operations increased by 40% to Rs 810 crore. This growth was driven by project execution and business verticals. EBITDA also saw a significant rise. The company […]
Why Deepak Shenoy is betting big on these 3 sectors and what he is avoiding?
Despite gloomy headlines, Deepak Shenoy of Capitalmind MF sees a better ground reality for markets, backed by strong corporate earnings and encouraging bank credit growth. He favors industrials, import substitution, and manufacturing, with defence and semiconductors as high-conviction bets, while advising caution on oil prices and the EV technology theme.
PNB shares jump 4% after Q4 results but Jefferies, Motilal, other brokerages are cutting target prices; here’s why
Punjab National Bank shares saw a significant jump on Wednesday. The lender reported a 14% rise in net profit for the fourth quarter of FY26. This positive result led brokerages to maintain their ‘Buy’ ratings. However, some target prices were revised by the brokerages. The bank also announced a dividend of Rs 3 per equity […]
Will Meesho’s 60% comeback rally cool, or can March Qtr be a new launchpad?
Meesho shares remain in focus ahead of Q4 results after a sharp 60% rebound from March lows. While brokerages expect strong NMV growth, concerns around valuations and overbought technical indicators persist. Analysts see near-term volatility, with profitability still a few years away despite improving operational metrics and strong user growth.
SRF shares jump 5% as Q4 profit rises 11%; Rs 2,300 crore Odisha capex announced
SRF shares climbed over 5% after the company reported a strong Q4 FY26 with net profit up 11% to Rs 582 crore, driven by steady revenue and operating gains. The company also announced a significant Rs 2,300 crore investment in a new plant in Odisha, signaling continued expansion and optimism for future growth.
Hero MotoCorp shares gain 2% after Q4 results. Why Goldman Sachs still forecasts 16% downside?
Hero MotoCorp shares edged higher on Wednesday after the company reported record Q4 FY26 revenue and profit. However, Goldman Sachs still expects a 16% downside, flagging risks from commodity inflation, supply-chain stability and FY27 market-share trends, even as strong volumes, premium launches and the electric mobility segment drive momentum.
L&T shares slide 4% after Q4 profit dip. Why Jefferies, Goldman Sachs are still bullish
Larsen and Toubro shares fell after the company reported a 3% YoY decline in Q4 net profit to Rs 5,326 crore. Despite the profit dip, revenue rose 11% to Rs 82,762 crore, with international business contributing over half. EBITDA grew 5%, indicating stable operational performance driven by core engineering and services segments.
Vodafone Idea shares jump over 3% after KM Birla returns as non-executive chairman
Vodafone Idea shares rose as Kumar Mangalam Birla returned as non-executive chairman, succeeding Ravinder Takkar. This move comes as the company navigates significant financial challenges, including government equity stakes and revised AGR dues. The company has seen its AGR dues reduced and a moratorium on payments, providing some financial relief.