V D TRADING IDEAS FR FS

· Bajaj Electricals: Started commercial operations of new multi-brand store under ‘Bajaj Electronics’ on April 18 in Telangana.-positive

· IndusInd Bank: Relieved Arun Khurana from additional CFO duties; he remains deputy CEO. Promoted Santosh Kumar to deputy CFO from April 18. –positive

· Zydus Lifesciences: Zydus Medtech and Braile Biomedica signed a global licence deal to commercialise Transcatheter Aortic Valve Implantation technology.- positive

· Kolte-Patil Developers: Reported FY25 sales of Rs 2,791 crore and launched projects worth Rs 4,000 crore. Collections reached Rs 2,432 crore, up 18% year-on-year. - positive

· LIC Housing Finance: Approved appointment of Lokesh Mundhra as CFO.- positive

· Exide Industries: Invested Rs 299.99 crore in subsidiary Exide Energy Solutions Ltd. via rights issue, maintaining ownership stake. - positive

· NHPC: Board to review proposal to raise up to Rs 2,000 crore in FY26 through private placement of non-convertible bonds.- positive

· Jai Corp: Received Rs 362.72 crore, post tax deduction, from Urban Infrastructure Pvt. Ltd. under capital reduction by UIHPL. - positive

· Power Grid Corp: Subsidiary Raipur Pool Dhamtari Transmission commissioned transmission system under Western Region Expansion Scheme-XXVII on March 26.- positive

· Crompton Greaves Consumer Electricals: Received Rs 10.6 crore order from Maharashtra Energy Development Agency to install 433 solar water pumps under PM-KUSUM scheme.- positive

· Cosmo First: Acquired veterinary clinic named Small Animal Clinic–Diagnostic Imaging and Surgical Centre.- positive

· Ujaas Energy: Board recommended bonus issue in 17:25 ratio. - positive

· Devyani International: Approved share issue to pay for acquisition in Sky Gate Hospitality, which operates restaurants under ‘Biryani by Kilo’ and other brands.-positive

· Bank of Maharashtra - Fitch Ratings has affirmed the Long-Term Issuer Default Rating (IDR) of Bank of Maharashtra (BOM) at ‘BBB-’. The Outlook is Stable. – positive

· Awfis Space Solutions - Company announced partnership with ECOS (India) Mobility & Hospitality Limited to offer premium chauffeur-driven and employee transportation services to its clients nationwide. – positive

· Intellect Design – Company announced the launch of Magic Placement, a cutting-edge addition to its digital underwriting and distribution ecosystems for agents, brokers, and wholesaler - positive

· Prestige Estates - Company’s sales bookings rose 48 per cent to nearly Rs 7,000 crore in January-March quarter, but pre-sales declined 19 per cent to over Rs 17,000 crore in the last fiscal. – Long term positive

· Infosys reported Lower than expected Q4 Income and EBIT while Ebit margin above estimates. Company announced weak FY26 growth guidance - Revenue Rs40925cr (down 2% QoQ)– expectation Rs42200cr. Ebit Rs8575cr (down 3.8% QoQ) – expectation Rs8700cr. Dollar Revenue at $5730mn (down 4.2% QoQ). – expectation $4869mn. Ebit Margin 21% vs 21.3% (QoQ) – expectation 20.6%. Net Profit Rs7033cr (up 3.3% QoQ) – expectation Rs6700cr. FY26 Revenue growth guidance 0% to 3% - Bloomberg expectation growth 6.3% and FY26 operating margin expectation 20-22%

· Yes Bank Q4 qperating profit above Bloomberg estimates, stable asset quality and slippage decline sequentially. Company reported Net Profit Rs738cr (up 63% YoY) – Bloomberg estimates Rs622cr . GNPA 1.6% vs. 1.6% (QoQ), Provisions Rs318cr (up 23% QoQ), Operating profit Rs1310cr (up 45% YoY) – Bloomberg estimates Rs1115cr, Fresh slippages Rs1223cr (down 9.3% QoQ), NII Rs2276cr (up 5.7% YoY) and NPA 0.3% vs 0.5% (QoQ)

· Mastek Q4 FY25 (Consolidated, QoQ) stable results - Revenue up, 4% at Rs 905 crore versus Rs 870 crore Ebit down 3.2% at Rs 120 crore versus Rs 124 crore Ebit margin at 13.3% versus 14.3% Net profit down 14.4% at Rs 81.1 crore versus Rs 94.7 crore.

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