Sensex drops 300 points, Nifty below 22,650 as Trump's threats to Iran push oil above $110/barrel
https://economictimes.indiatimes.com/markets/stocks/news/why-is-stock-market-falling-today-sensex-drops-300-points-nifty-below-22650-as-trump-escalates-threats-on-iran-pushes-oil-above-110/barrel/articleshow/130050473.cms

Indian stock market got off to a negative start after US President Donald Trump's increased threats towards Iran. Consequently, oil prices surged above $110 per barrel. Major companies like IndiGo, Kotak Mahindra Bank, and Reliance Industries experienced significant losses.

Jefferies initiates coverage on 2 rail stocks, says Titagarh can rally 32%
https://economictimes.indiatimes.com/markets/stocks/news/jefferies-initiates-coverage-on-2-rail-stocks-says-titagarh-can-rally-32/articleshow/130050711.cms

Jefferies initiated coverage on rail rolling stock makers, recommending a Buy for Titagarh Rail Systems with an Rs 810 target, citing strong passenger and metro coach demand. Conversely, it issued an Underperform rating for Jupiter Wagons with a Rs 200 target, citing its freight-heavy business and slower growth prospects.

Iran war hits India's star investors: Ashish Kacholia, Mukul Agrawal, others see 90% of their stocks lose in 2026
https://economictimes.indiatimes.com/markets/stocks/news/iran-war-hits-indias-star-investors-ashish-kacholia-mukul-agrawal-others-see-90-of-their-stocks-lose-in-2026/articleshow/130050938.cms

Geopolitical tensions stemming from the Iran conflict triggered a broad market sell-off in the March quarter, significantly impacting India's star investors. Portfolios of Ashish Kacholia, Mukul Agrawal, and others saw a vast majority of their stocks decline, with many experiencing losses exceeding 90% of their holdings. This downturn highlighted the vulnerability of mid- and small-cap stocks during global uncertainty.

Trump tariffs hit patented drugs: Jefferies, Nomura explain impact on pharma stocks
https://economictimes.indiatimes.com/markets/stocks/news/trump-tariffs-hit-patented-drugs-jefferies-nomura-explain-impact-on-pharma-stocks/articleshow/130051187.cms

The US has slapped up to 100% tariffs on patented drugs, sparing generics and biosimilars but exposing India’s speciality pharma players. Sun Pharma faces the steepest risk, while CDMOs like Sai Lifesciences may see selective impact. Analysts at Jefferies and Nomura expect modest to mid-single-digit earnings pressure.

Ola Electric shares rally 33% in three days, market value soars by Rs 3,360 crore. What's behind the surge?
https://economictimes.indiatimes.com/markets/stocks/news/ola-electric-shares-rally-33-in-three-days-market-value-soars-by-rs-3360-crore-whats-behind-the-surge/articleshow/130051370.cms

Ola Electric shares surged over 7% on Monday, capping a 33% gain in three sessions, driven by robust March sales, PLI certification for its Roadster X+ motorcycle, and improved service operations. The company achieved over 1,000 daily orders and crossed 1 million cumulative registrations, signaling a strong turnaround and renewed investor confidence in India's EV market.

Aurobindo Pharma approves Rs 800 crore share buyback. Check record date, other key details
https://economictimes.indiatimes.com/markets/stocks/news/aurobindo-pharma-approves-rs-800-crore-share-buyback-check-record-date-other-key-details/articleshow/130051485.cms

Aurobindo Pharma is launching its first share buyback in two years, offering to repurchase over 54 lakh shares at Rs 1,475 each. This tender offer, open to shareholders as of April 16, represents a significant move for the pharmaceutical giant. The company's stock has shown resilience, gaining ground despite broader market declines.

TVS Motor shares jump 3% after Goldman Sachs upgrades to Buy. Check target, upside
https://economictimes.indiatimes.com/markets/stocks/news/tvs-motor-shares-jump-3-after-goldman-sachs-upgrades-to-buy-check-target-upside/articleshow/130051518.cms

TVS Motor shares surged following Goldman Sachs' 'Buy' upgrade, citing strong growth prospects and superior volume visibility from new premium products. The brokerage anticipates robust sales growth outpacing industry averages, supported by margin tailwinds and a positive outlook on electric vehicle expansion. Key catalysts include upcoming product launches and PLI scheme benefits.

5 PSU bank stocks jump up to 4% after reporting March quarter biz updates. Check details
https://economictimes.indiatimes.com/markets/stocks/news/5-psu-bank-stocks-rally-up-to-4-after-reporting-march-quarter-updates-check-details/articleshow/130053007.cms

The Nifty PSU Bank Index rose 0.5% on Monday, defying a broader market decline, as several lenders reported strong March quarter business updates. Banks like Bank of Baroda and Bank of Maharashtra saw significant gains following positive growth figures in deposits and advances, indicating resilience despite rising bond yields.

40% of Nifty 50 firms faced EPS cuts amid March selloff: Check which stocks saw biggest cuts and upgrades
https://economictimes.indiatimes.com/markets/stocks/news/40-of-nifty-50-firms-faced-eps-cuts-amid-march-selloff-check-which-stocks-saw-biggest-cuts-and-upgrades/articleshow/130054100.cms

Indian markets experienced a sharp downturn in March, with Nifty 50 companies seeing significant EPS estimate cuts, particularly in aviation and infrastructure, due to soaring oil prices. InterGlobe Aviation faced the largest reduction. Conversely, oil & gas and metals sectors witnessed upgrades. Escalating US-Iran tensions continue to fuel investor concerns and oil price hikes.

BofA cuts India's Nifty 50 earnings forecast as stagflation fears rise
https://economictimes.indiatimes.com/markets/stocks/news/bofa-cuts-indias-nifty-50-earnings-forecast-as-stagflation-fears-rise/articleshow/130054534.cms

BofA Securities has significantly lowered its earnings growth forecast for Nifty 50 companies to 8.5% for FY27, citing rising stagflation risks and potential impact of high crude oil prices. The brokerage also reduced India's GDP growth estimate and warned of a severe downturn in a worst-case scenario. Despite this, a resolution to the Iran conflict could boost the market.

Reliance Industries shares crash 6% in two days, wipes off Rs 1 lakh crore. What lies ahead?
https://economictimes.indiatimes.com/markets/stocks/news/reliance-industries-shares-crash-6-in-two-days-wipes-off-rs-1-lakh-crore-what-lies-ahead/articleshow/130054974.cms

Reliance Industries shares have fallen sharply over two days, erasing over Rs 1 lakh crore in market value amid weak technical indicators and policy concerns. Analysts see near-term pressure with key support levels in focus, though stability above these levels could trigger a short-term rebound in the stock.

V-Mart Retail shares rocket over 30% in three days! What’s fuelling the rally?
https://economictimes.indiatimes.com/markets/stocks/news/v-mart-retail-shares-rocket-over-30-in-three-days-whats-fuelling-the-rally/articleshow/130055316.cms

V-Mart Retail shares surged over 14% following a robust quarterly update. The company reported a significant 24% revenue jump to Rs 971 crore and impressive same-store sales growth. Expansion remains a key focus, with 29 new stores opened in the quarter, contributing to a record annual store addition.

FIIs keep cutting stakes in 14 smallcap stocks as shares crash up to 65% in 3 months
https://economictimes.indiatimes.com/markets/stocks/news/fiis-keep-cutting-stakes-in-14-smallcap-stocks-as-shares-crash-up-to-65-in-3-months/slideshow/130055656.cms

Morgan Stanley upgrades DMart to overweight, says juggernaut is rolling! Here’s why
https://economictimes.indiatimes.com/markets/stocks/news/goldman-sachs-upgrades-dmart-to-overweight-says-juggernaut-is-rolling-heres-why/articleshow/130055819.cms

Morgan Stanley has upgraded Avenue Supermarts (DMart) to overweight following a strong Q4, signalling momentum in the retailer’s growth. The brokerage expects accelerated topline growth from 85 new store additions in FY26, supported by inflation-driven same-store sales growth. DMart’s expansion into new markets and strengthened management team reinforces confidence in an 18–25% medium-term revenue CAGR. Shares trade up 3%.

Rs 5 lakh crore gains! Sensex soars 787 pts, Nifty reclaims 22,950; Iran-US ceasefire framework, 3 other factors behind the rally
https://economictimes.indiatimes.com/markets/stocks/news/why-is-stock-market-riing-today-rs-3-lakh-crore-added-sensex-jumps-500-pts-nifty-near-22900-iran-us-ceasefire-framework-3-other-factors-behind-d-st-rally/articleshow/130055571.cms

Indian stock markets staged a remarkable recovery, erasing morning losses to turn positive by afternoon. This surge was primarily fueled by media reports of a Pakistan-brokered Iran-US ceasefire framework, significantly boosting investor confidence. Key sectors like Consumer Durables led the gains, while Reliance Industries bucked the trend.

UAE-based Valura.ai makes India debut with a Rs 3,000 crore AUM pipeline
https://economictimes.indiatimes.com/markets/stocks/news/uae-based-valura-ai-makes-india-debut-with-a-rs-3000-crore-pipeline/articleshow/130057573.cms

AI-native platform Valura.ai has onboarded over 1,000 wealth advisors across India ahead of its launch, creating a Rs 3,000 crore AUM pipeline. The platform offers multi-asset global investing with AI-driven research, local custody under IFSCA, and compliance automation, bridging gaps in Shariah-compliant, pre-IPO, and global investment access.

Intense quick commerce competition ahead? UBS cuts Eternal, Swiggy’s target prices but sees attractive valuations
https://economictimes.indiatimes.com/markets/stocks/news/intense-quick-commerce-competition-ahead-ubs-cuts-eternal-swiggys-target-prices-but-sees-attractive-valuations/articleshow/130057722.cms

UBS reduced its FY27-29 quick commerce NOV estimates by 7-11% for Blinkit, and GOV estimates by 17-22% for Instamart.

RPSG Ventures among 6 stocks that hit 52-week high; rally up to 72% in a month
https://economictimes.indiatimes.com/markets/stocks/news/rpsg-ventures-among-6-stocks-that-hit-52-week-high-rally-up-to-72-in-a-month/slideshow/130059739.cms

Gainers & Losers: Trent, RIL & DMart among 8 big movers on Monday
https://economictimes.indiatimes.com/markets/stocks/news/gainers-amp-losers-trent-ril-amp-dmart-among-8-big-movers-on-monday/slideshow/130059851.cms

Trent, RIL, DMart, Senco Gold and other top movers drove D-Street action on Monday as Nifty rose 255 points and Sensex gained 787 points amid strong quarterly updates and market-wide buying.

India's NSE to launch Platts‑based crude futures in tie-up with S&P Global Energy
https://economictimes.indiatimes.com/markets/stocks/news/indias-nse-to-launch-plattsbased-crude-futures-in-tie-up-with-sp-global-energy/articleshow/130063183.cms

India's National Stock Exchange ​will launch exchange-traded ​derivatives based on Platts ​oil price benchmarks through a collaboration with S&P Global Energy, the bourse said on ‌Monday.

Independent directors key to fixing governance gaps: Pandey
https://economictimes.indiatimes.com/markets/stocks/news/independent-directors-key-to-fixing-governance-gaps-pandey/articleshow/130073245.cms

Sebi chairperson Tuhin Kanta Pandey called for a fundamental shift in how independent directors function, stating that boardroom independence in India is often procedural and lacks effective oversight. He emphasized the need for boards to move beyond compliance and foster diverse perspectives and constructive dissent, focusing on improving the quality of board engagement rather than adding new regulations.