Q4 review: MOSL flags broad earnings beat, identifies 6 outperformed sectors
Motilal Oswal said Q4 FY26 earnings surpassed expectations, with aggregate profits rising 16% year-on-year against its 8% estimate. Strong performances from BFSI, metals, OMCs, technology, telecom and automobiles drove the beat, while oil & gas lagged. The brokerage remains selective, favouring domestic growth-oriented sectors and stocks.
NSE pre-IPO window to close soon. Can you still profit?
PSU banks achieved historic profit and NPA lows in FY26, yet analysts favor leading private banks for FY27. This shift is driven by superior earnings compounding potential and a more attractive risk-reward profile amid intensifying deposit pressures and global uncertainty. While PSU banks’ structural tailwinds have largely played out, private banks are better positioned for […]
Crude oil shock clouds near-term outlook, but FY27 earnings growth still intact: Karthikraj Lakshmanan
UTI AMC’s Karthikraj Lakshmanan sees cautiously optimistic Indian market outlook with intact FY27 earnings trajectory, despite near-term crude oil volatility. Macro pressures from rising oil prices are noted, but India remains resilient, with potential for double-digit earnings growth. Selective sector bets, particularly financials and IT, are favored over unpredictable fund flows.
Zee Entertainment shares surge 20% in 5 days. What’s behind the rally?
Zee Entertainment shares rallied 20% over the past five trading sessions, hitting a nearly six-month high and adding more than Rs 1,660 crore to the company’s market value. The surge has been driven by expectations that Zee could secure the India media rights for the 2026 FIFA World Cup.
JM Financial shares tank 8% as Q4 net profit declines 31% to Rs 162 crore
JM Financial’s shares plunged 8% following a significant drop in fourth-quarter net revenue and profit. While full-year profit after tax saw a substantial increase, the quarterly performance indicated a downturn, with operating net profit declining. This mixed financial report has investors concerned about the company’s short-term outlook.
Pankaj Pandey identifies defence, pharma and consumption as core stock picking themes
Indian equities face a mixed outlook due to potential monsoon deficit and uneven corporate earnings. While rural-linked sectors may see pressure, broader market impact is expected to be contained. Investors are advised to look for selective opportunities in sectors like EMS, paints, and defence technology amid ongoing sectoral divergences.
Infosys, Tech Mahindra, TCS and other IT stocks jump up to 5%. What’s driving the rally?
Indian IT stocks rose sharply on Monday, lifting the Nifty IT index nearly 3%, as investors reassessed AI-related fears, attracted by attractive valuations and upbeat sector outlooks. Optimism around potential US rate cuts and positive technical signals further fuelled buying in Infosys, Tech Mahindra, TCS and other IT majors.
Markets in limbo as US–Iran uncertainty clouds global outlook: Geoff Dennis
Global markets are grappling with US-Iran standoff uncertainty, with conflicting signals leaving investors hesitant. Despite geopolitical tensions, oil prices remain below extreme forecasts, cushioning global markets. Near-term caution is advised due to stretched valuations and inflation concerns, though India’s underperformance is linked to weak foreign inflows.
Inox Wind shares crash 8% after Q4 profit drops 45% YoY
Inox Wind shares: The company reported a 45% year-on-year decline in consolidated net profit to Rs 105.68 crore for Q4 FY26, weighed down by lower revenue and higher expenses. Revenue from operations slipped over 2% to Rs 1,244 crore, while total expenses rose more than 5% to Rs 1,162 crore. Total income also edged lower […]
Asian Paints up 4% on Q4 beat. What are brokerages saying?
Asian Paints shares rose sharply after the company reported a 69% year-on-year jump in Q4FY26 profit and stronger margins. While Nomura reiterated its Buy call with a Rs 3,600 target price, Motilal Oswal maintained a Neutral stance, citing demand uncertainties despite raising earnings estimates and growth expectations.