Jubilant FoodWorks shares sink 7% as Domino’s India operator misses Q4 revenue estimates
https://economictimes.indiatimes.com/markets/stocks/news/jubilant-foodworks-shares-in-focus-after-dominos-operator-reports-19-yoy-rise-in-q4-revenue/articleshow/130075450.cms
Jubilant FoodWorks shares dropped significantly after the Domino's Pizza operator reported provisional Q4 FY26 results that missed analyst estimates. While consolidated revenue rose, standalone revenue and Domino's India's like-for-like growth were weaker than anticipated. The company also announced its exit from Dunkin' India due to persistent losses.
https://economictimes.indiatimes.com/markets/stocks/news/jubilant-foodworks-shares-in-focus-after-dominos-operator-reports-19-yoy-rise-in-q4-revenue/articleshow/130075450.cms
Jubilant FoodWorks shares dropped significantly after the Domino's Pizza operator reported provisional Q4 FY26 results that missed analyst estimates. While consolidated revenue rose, standalone revenue and Domino's India's like-for-like growth were weaker than anticipated. The company also announced its exit from Dunkin' India due to persistent losses.
Swan Defence shares hit 5% upper circuit after bagging India’s first ammonia bulk carrier order worth Rs 1,500-3,000 crore
https://economictimes.indiatimes.com/markets/stocks/news/swan-defence-shares-in-focus-after-bagging-indias-first-ammonia-bulk-carrier-order-worth-rs-1500-3000-crore/articleshow/130075517.cms
Swan Defence and Heavy Industries secured a significant order to build four 92,500 DWT dual-fuel ammonia bulk carriers, a first for India. This Rs 1,500-3,000 crore project marks a major advancement in the nation's shipbuilding capabilities, with the first vessel slated for delivery in October 2029.
https://economictimes.indiatimes.com/markets/stocks/news/swan-defence-shares-in-focus-after-bagging-indias-first-ammonia-bulk-carrier-order-worth-rs-1500-3000-crore/articleshow/130075517.cms
Swan Defence and Heavy Industries secured a significant order to build four 92,500 DWT dual-fuel ammonia bulk carriers, a first for India. This Rs 1,500-3,000 crore project marks a major advancement in the nation's shipbuilding capabilities, with the first vessel slated for delivery in October 2029.
Rs 3 lakh crore gone! Sensex tumbles 400 pts, Nifty below 22,900: Trump’s fresh threats on Iran among 5 key factors
https://economictimes.indiatimes.com/markets/stocks/news/rs-3-lakh-crore-gone-sensex-tumbles-700-pts-nifty-below-22800-trumps-fresh-threats-on-iran-among-3-key-factors/articleshow/130075402.cms
Indian stock markets experienced a sharp downturn on Tuesday, with Sensex and Nifty 50 falling significantly. This decline, wiping out over Rs 3.5 lakh crore in market capitalization, was attributed to geopolitical tensions, rising oil prices, and other investor concerns. Several major companies saw substantial losses, impacting the broader market sentiment.
https://economictimes.indiatimes.com/markets/stocks/news/rs-3-lakh-crore-gone-sensex-tumbles-700-pts-nifty-below-22800-trumps-fresh-threats-on-iran-among-3-key-factors/articleshow/130075402.cms
Indian stock markets experienced a sharp downturn on Tuesday, with Sensex and Nifty 50 falling significantly. This decline, wiping out over Rs 3.5 lakh crore in market capitalization, was attributed to geopolitical tensions, rising oil prices, and other investor concerns. Several major companies saw substantial losses, impacting the broader market sentiment.
Force Motors among 5 F&O stocks with sharp rise in futures OI
https://economictimes.indiatimes.com/markets/stocks/news/force-motors-among-5-fo-stocks-with-sharp-rise-in-futures-oi/slideshow/130075620.cms
A rise in futures open interest indicates an increase in the number of active, unexpired contracts in a stock, signalling fresh position build-up or addition to existing positions by market participants.
https://economictimes.indiatimes.com/markets/stocks/news/force-motors-among-5-fo-stocks-with-sharp-rise-in-futures-oi/slideshow/130075620.cms
A rise in futures open interest indicates an increase in the number of active, unexpired contracts in a stock, signalling fresh position build-up or addition to existing positions by market participants.
Nifty gave zero return to FIIs in 4.5 years. Can India win back fleeing foreign investors?
https://economictimes.indiatimes.com/markets/stocks/news/nifty-gave-zero-return-to-fiis-in-4-5-years-can-india-win-back-fleeing-foreign-investors/articleshow/130075737.cms
Foreign investors have experienced no returns in Indian stocks for four and a half years. A combination of war, currency weakness, and oil price shocks has led to record outflows. Global brokerages are downgrading India's outlook. However, some see current low valuations as a potential turning point for foreign inflows.
https://economictimes.indiatimes.com/markets/stocks/news/nifty-gave-zero-return-to-fiis-in-4-5-years-can-india-win-back-fleeing-foreign-investors/articleshow/130075737.cms
Foreign investors have experienced no returns in Indian stocks for four and a half years. A combination of war, currency weakness, and oil price shocks has led to record outflows. Global brokerages are downgrading India's outlook. However, some see current low valuations as a potential turning point for foreign inflows.
War or no war: BofA cites nearly 50 stocks that could perform well irrespective of geopolitical outcome
https://economictimes.indiatimes.com/markets/stocks/news/war-or-no-war-bofa-cites-nearly-50-stocks-that-could-perform-well-irrespective-of-geopolitical-outcome/slideshow/130075860.cms
Despite ongoing geopolitical tensions and rising crude oil prices, Bank of America has identified 46 Indian stocks poised for resilience. The brokerage highlights companies across pharmaceuticals, jewellery, power utilities, ports, metals, and healthcare sectors that are expected to perform well irrespective of the conflict's outcome.
https://economictimes.indiatimes.com/markets/stocks/news/war-or-no-war-bofa-cites-nearly-50-stocks-that-could-perform-well-irrespective-of-geopolitical-outcome/slideshow/130075860.cms
Despite ongoing geopolitical tensions and rising crude oil prices, Bank of America has identified 46 Indian stocks poised for resilience. The brokerage highlights companies across pharmaceuticals, jewellery, power utilities, ports, metals, and healthcare sectors that are expected to perform well irrespective of the conflict's outcome.
Auto scrips skid up to 27% in 3 months. Check Q4 expectations and 13 stocks to buy
https://economictimes.indiatimes.com/markets/stocks/news/auto-scrips-skid-up-to-27-in-3-months-check-q4-expectations-and-13-stocks-to-buy/articleshow/130075978.cms
Auto stocks have seen a significant drop of up to 27% in the last three months. This decline comes despite healthy vehicle demand. Investors are concerned about rising input costs, crude oil price volatility, and potential supply disruptions. Experts suggest continued underperformance in the near term. However, some analysts are identifying select stocks for potential investment opportunities.
https://economictimes.indiatimes.com/markets/stocks/news/auto-scrips-skid-up-to-27-in-3-months-check-q4-expectations-and-13-stocks-to-buy/articleshow/130075978.cms
Auto stocks have seen a significant drop of up to 27% in the last three months. This decline comes despite healthy vehicle demand. Investors are concerned about rising input costs, crude oil price volatility, and potential supply disruptions. Experts suggest continued underperformance in the near term. However, some analysts are identifying select stocks for potential investment opportunities.
Vedanta, Hindalco just got upgraded by JP Morgan: How Iran war may benefit these 2 metal stocks
https://economictimes.indiatimes.com/markets/stocks/news/vedanta-hindalco-just-got-upgraded-by-jp-morgan-how-iran-war-may-benefit-these-2-metal-stocks/articleshow/130076109.cms
JPMorgan upgraded Hindalco Industries and Vedanta to overweight, citing higher aluminium prices driven by West Asia tensions. The move boosted both stocks, with JPMorgan also raising price targets, indicating 20–22% upside and strong earnings growth ahead.
https://economictimes.indiatimes.com/markets/stocks/news/vedanta-hindalco-just-got-upgraded-by-jp-morgan-how-iran-war-may-benefit-these-2-metal-stocks/articleshow/130076109.cms
JPMorgan upgraded Hindalco Industries and Vedanta to overweight, citing higher aluminium prices driven by West Asia tensions. The move boosted both stocks, with JPMorgan also raising price targets, indicating 20–22% upside and strong earnings growth ahead.
Torn between largecap and smallcap funds? The sweet spot may be in the middle
https://economictimes.indiatimes.com/markets/stocks/news/torn-between-largecap-and-smallcap-funds-the-sweet-spot-may-be-in-the-middle/articleshow/130076198.cms
Midcap funds have emerged as a stable investment option, delivering positive returns in FY26 while largecap and smallcap funds faltered. This outperformance is attributed to market flows and strong business performance in sectors like manufacturing and specialty chemicals, offering a balanced risk-return profile.
https://economictimes.indiatimes.com/markets/stocks/news/torn-between-largecap-and-smallcap-funds-the-sweet-spot-may-be-in-the-middle/articleshow/130076198.cms
Midcap funds have emerged as a stable investment option, delivering positive returns in FY26 while largecap and smallcap funds faltered. This outperformance is attributed to market flows and strong business performance in sectors like manufacturing and specialty chemicals, offering a balanced risk-return profile.
Motilal Oswal trims HDFC Bank, increases weight in SBI amid latest reshuffle. Here’s the full list
https://economictimes.indiatimes.com/markets/stocks/news/motilal-oswal-trims-hdfc-bank-increases-weight-in-sbi-amid-latest-reshuffle-heres-the-full-list/articleshow/130077434.cms
Motilal Oswal reshuffled its model portfolio, increasing SBI weight while trimming HDFC Bank. It added stocks across financials, new-age, defence, and manufacturing, citing strong growth prospects and valuations. The brokerage remains selective on IT and metals while favouring emerging platforms and consumption-driven opportunities.
https://economictimes.indiatimes.com/markets/stocks/news/motilal-oswal-trims-hdfc-bank-increases-weight-in-sbi-amid-latest-reshuffle-heres-the-full-list/articleshow/130077434.cms
Motilal Oswal reshuffled its model portfolio, increasing SBI weight while trimming HDFC Bank. It added stocks across financials, new-age, defence, and manufacturing, citing strong growth prospects and valuations. The brokerage remains selective on IT and metals while favouring emerging platforms and consumption-driven opportunities.
Motilal Oswal sees 6% Q4 earnings growth for Nifty 50 amid Iran-US tensions
https://economictimes.indiatimes.com/markets/stocks/news/motilal-oswal-sees-6-q4-earnings-growth-for-nifty-50-amid-iran-us-tensions/articleshow/130077485.cms
Motilal Oswal forecasts Nifty 50 companies to achieve 6% YoY earnings growth in Q4 FY26, driven by financials, metals, and telecom, despite the oil and gas crisis. The brokerage anticipates softer overall growth due to the Iran-Israel-US conflict's impact on energy prices and supply chains.
https://economictimes.indiatimes.com/markets/stocks/news/motilal-oswal-sees-6-q4-earnings-growth-for-nifty-50-amid-iran-us-tensions/articleshow/130077485.cms
Motilal Oswal forecasts Nifty 50 companies to achieve 6% YoY earnings growth in Q4 FY26, driven by financials, metals, and telecom, despite the oil and gas crisis. The brokerage anticipates softer overall growth due to the Iran-Israel-US conflict's impact on energy prices and supply chains.
Should investors buy TCS, Infosys ahead of Q4 results or AI risk too big to ignore?
https://economictimes.indiatimes.com/markets/stocks/news/should-investors-buy-tcs-infosys-ahead-of-q4-results-or-ai-risk-too-big-to-ignore/articleshow/130077616.cms
Indian IT stocks face pressure ahead of Q4 results, with Nifty IT down nearly 20% this year. Investors weigh a potential buying opportunity against structural concerns like weak global demand and the significant impact of AI. Brokerages remain cautious, expecting subdued growth and mixed margins, with a focus on FY27 guidance.
https://economictimes.indiatimes.com/markets/stocks/news/should-investors-buy-tcs-infosys-ahead-of-q4-results-or-ai-risk-too-big-to-ignore/articleshow/130077616.cms
Indian IT stocks face pressure ahead of Q4 results, with Nifty IT down nearly 20% this year. Investors weigh a potential buying opportunity against structural concerns like weak global demand and the significant impact of AI. Brokerages remain cautious, expecting subdued growth and mixed margins, with a focus on FY27 guidance.
Titagarh Rail shares rally 16% in two days. Here's why Jefferies is bullish on this railway stock
https://economictimes.indiatimes.com/markets/stocks/news/titagarh-rail-shares-rally-16-in-two-days-heres-why-jefferies-is-bullish-on-this-railway-stock/articleshow/130078050.cms
Titagarh Rail Systems shares surged following Jefferies' 'Buy' rating, citing robust growth prospects in passenger and metro coaches driven by increased railway spending. The brokerage forecasts significant revenue and EPS growth, projecting a substantial rise in return on equity. In contrast, Jupiter Wagon received an 'Underperform' rating due to its higher valuation and slower growth expectations.
https://economictimes.indiatimes.com/markets/stocks/news/titagarh-rail-shares-rally-16-in-two-days-heres-why-jefferies-is-bullish-on-this-railway-stock/articleshow/130078050.cms
Titagarh Rail Systems shares surged following Jefferies' 'Buy' rating, citing robust growth prospects in passenger and metro coaches driven by increased railway spending. The brokerage forecasts significant revenue and EPS growth, projecting a substantial rise in return on equity. In contrast, Jupiter Wagon received an 'Underperform' rating due to its higher valuation and slower growth expectations.
'Ramayana' impact: Ranbir Kapoor-backed smallcap stock rallies 320% in one year, should you buy?
https://economictimes.indiatimes.com/markets/stocks/news/ramayana-impact-ranbir-kapoor-backed-smallcap-stock-rallies-320-in-one-year-should-you-buy/articleshow/130078825.cms
Prime Focus shares have surged over 320% in a year, fueled by excitement for Ranbir Kapoor's upcoming 'Ramayana' film. The production house, known for its visual effects, is anticipating a massive Rs 1,000 crore OTT deal for the two-part epic. Kapoor himself invested significantly in the company last year.
https://economictimes.indiatimes.com/markets/stocks/news/ramayana-impact-ranbir-kapoor-backed-smallcap-stock-rallies-320-in-one-year-should-you-buy/articleshow/130078825.cms
Prime Focus shares have surged over 320% in a year, fueled by excitement for Ranbir Kapoor's upcoming 'Ramayana' film. The production house, known for its visual effects, is anticipating a massive Rs 1,000 crore OTT deal for the two-part epic. Kapoor himself invested significantly in the company last year.
Anand Rathi Wealth, RPSG Ventures among 6 stocks that hit 52-week high; rally up to 70% in a month
https://economictimes.indiatimes.com/markets/stocks/news/anand-rathi-wealth-rpsg-ventures-among-6-stocks-that-hit-52-week-high-rally-up-to-70-in-a-month/slideshow/130086087.cms
On Tuesday, Sensex rose 510 points to 74,617, with six BSE 1000 stocks reaching 52-week highs, signaling strong momentum and bullish investor sentiment, suggesting potential for continued market gains.
https://economictimes.indiatimes.com/markets/stocks/news/anand-rathi-wealth-rpsg-ventures-among-6-stocks-that-hit-52-week-high-rally-up-to-70-in-a-month/slideshow/130086087.cms
On Tuesday, Sensex rose 510 points to 74,617, with six BSE 1000 stocks reaching 52-week highs, signaling strong momentum and bullish investor sentiment, suggesting potential for continued market gains.
Market Trading Guide: Buy Ramco Systems, Natco Pharma and 2 more stocks on Wednesday for gains up to 14%
https://economictimes.indiatimes.com/markets/stocks/news/market-trading-guide-buy-ramco-systems-natco-pharma-and-2-more-stocks-on-wednesday-for-gains-up-to-14/slideshow/130089799.cms
Nifty extended gains for a fourth session, confirming a breakout and positive near-term trend above key moving averages. Analysts highlight resistance at 23,200 and volatility risks from Middle East tensions, while recommending four stocks showing bullish patterns, momentum strength, and upside potential in coming weeks.
https://economictimes.indiatimes.com/markets/stocks/news/market-trading-guide-buy-ramco-systems-natco-pharma-and-2-more-stocks-on-wednesday-for-gains-up-to-14/slideshow/130089799.cms
Nifty extended gains for a fourth session, confirming a breakout and positive near-term trend above key moving averages. Analysts highlight resistance at 23,200 and volatility risks from Middle East tensions, while recommending four stocks showing bullish patterns, momentum strength, and upside potential in coming weeks.
Ahead of Market: 10 things that will decide stock market action on Wednesday
https://economictimes.indiatimes.com/markets/stocks/news/ahead-of-market-10-things-that-will-decide-stock-market-action-on-wednesday/articleshow/130090810.cms
Indian markets extended gains for a fourth session, led by IT, metal and FMCG stocks, with Nifty crossing 23,100. Technical indicators signal bullish momentum and breakout above key levels, though Middle East tensions may drive volatility near resistance at 23,200 in the near term.
https://economictimes.indiatimes.com/markets/stocks/news/ahead-of-market-10-things-that-will-decide-stock-market-action-on-wednesday/articleshow/130090810.cms
Indian markets extended gains for a fourth session, led by IT, metal and FMCG stocks, with Nifty crossing 23,100. Technical indicators signal bullish momentum and breakout above key levels, though Middle East tensions may drive volatility near resistance at 23,200 in the near term.
Sebi grants relief in minimum public shareholding compliance norms, waives penalties amid Middle East conflict
https://economictimes.indiatimes.com/markets/stocks/news/sebi-grants-relief-in-minimum-public-shareholding-compliance-norms-waives-penalties-amid-middle-east-conflict/articleshow/130091327.cms
Sebi has granted a temporary relaxation for listed companies struggling to meet Minimum Public Shareholding norms due to Middle East geopolitical tensions. Companies with deadlines between April and September 2026 are exempt from penalties, easing compliance amid volatile markets.
https://economictimes.indiatimes.com/markets/stocks/news/sebi-grants-relief-in-minimum-public-shareholding-compliance-norms-waives-penalties-amid-middle-east-conflict/articleshow/130091327.cms
Sebi has granted a temporary relaxation for listed companies struggling to meet Minimum Public Shareholding norms due to Middle East geopolitical tensions. Companies with deadlines between April and September 2026 are exempt from penalties, easing compliance amid volatile markets.
Goldman Sachs fund sells Cello World shares worth Rs 55 crore via bulk deals
https://economictimes.indiatimes.com/markets/stocks/news/goldman-sachs-fund-sells-cello-world-shares-worth-rs-55-crore-via-bulk-deals/articleshow/130091926.cms
Goldman Sachs sold over 13.82 lakh shares of Cello World via a Rs 55 crore bulk deal at Rs 401 apiece. The stock remained steady despite the transaction but has underperformed over the past year. The company reported flat revenue and a decline in profit in its December quarter results.
https://economictimes.indiatimes.com/markets/stocks/news/goldman-sachs-fund-sells-cello-world-shares-worth-rs-55-crore-via-bulk-deals/articleshow/130091926.cms
Goldman Sachs sold over 13.82 lakh shares of Cello World via a Rs 55 crore bulk deal at Rs 401 apiece. The stock remained steady despite the transaction but has underperformed over the past year. The company reported flat revenue and a decline in profit in its December quarter results.
Lenders' fields may yield less as collections wilt in summer
https://economictimes.indiatimes.com/markets/stocks/news/lenders-fields-may-yield-less-as-collections-wilt-in-summer/articleshow/130099538.cms
"Collections fell by about two percentage points last summer, and we expect a similar dip this year," said the head of a non-bank lender, who did not wish to be identified. "Field visits will reduce, and some customers may seek deferments as business activity slows. Collection should normalise once temperatures ease."
https://economictimes.indiatimes.com/markets/stocks/news/lenders-fields-may-yield-less-as-collections-wilt-in-summer/articleshow/130099538.cms
"Collections fell by about two percentage points last summer, and we expect a similar dip this year," said the head of a non-bank lender, who did not wish to be identified. "Field visits will reduce, and some customers may seek deferments as business activity slows. Collection should normalise once temperatures ease."
D-Street shows trust in IT resilience, stocks gain ahead of Q4 results
https://economictimes.indiatimes.com/markets/stocks/news/d-street-shows-trust-in-it-resilience-stocks-gain-ahead-of-q4-results/articleshow/130099446.cms
Traders are exhibiting unexpected confidence in IT stocks ahead of the Q4 results season, cutting bearish bets and initiating long positions. This shift is driven by expectations of a slowdown in AI adoption, coupled with attractive valuations and oversold conditions, signaling a potential contrarian opportunity for the sector.
https://economictimes.indiatimes.com/markets/stocks/news/d-street-shows-trust-in-it-resilience-stocks-gain-ahead-of-q4-results/articleshow/130099446.cms
Traders are exhibiting unexpected confidence in IT stocks ahead of the Q4 results season, cutting bearish bets and initiating long positions. This shift is driven by expectations of a slowdown in AI adoption, coupled with attractive valuations and oversold conditions, signaling a potential contrarian opportunity for the sector.