Money Plan Investment Talks
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@t.me/MonePlan : Morning Stock Markets & Investment Updates with MonePlan :
Brokerages Views on Various Sectors & Stocks | Jubilant FoodWorks Ltd.
πŸ‘‰πŸΏ Morgan Stanley
remains bullish on Jubilant FoodWorks, maintains Overweight with target price at β‚Ή 693.
@t.me/MonePlan : Morning Stock Markets & Investment Updates with MonePlan :
Brokerages Views on Various Sectors & Stocks | LNG Supply
πŸ‘‰πŸΏ Morgan Stanley on Global LNG
|~20% Global LNG supply still offline,"
@t.me/MonePlan : Morning Stock Markets & Investment Updates with MonePlan :
Brokerages Views on Various Sectors & Stocks | Bharat Electronics Ltd.
πŸ‘‰πŸΏ Morgan Stanley
remains bullish on Bharat Electronics, maintains Overweight with target price at β‚Ή 508.
@t.me/MonePlan : Morning Stock Markets & Investment Updates with MonePlan :
Brokerages Views on Various Sectors & Stocks | Cement Sector
πŸ‘‰πŸΏ Jefferies on Cement Sector |
Q4 volume growth remained healthy, following 9% year-on-year in Q3.
@t.me/MonePlan : Morning Stock Markets & Investment Updates with MonePlan :
Brokerages Views on Various Sectors & Stocks | Banks & Financials Sector
πŸ‘‰πŸΏ HSBC on Financials |
Maintains Buy ratings on HDFC Bank, Axis Bank, IndusInd Bank, ICICI Bank, Kotak Mahindra Bank.
πŸ‘‰πŸΏ Impact of Middle-East conflict – weakening earnings outlook.
@t.me/MonePlan : Morning Stock Markets & Investment Updates with MonePlan :
Brokerages Views on Various Sectors & Stocks | Petronet LNG Ltd.
πŸ‘‰πŸΏ Nomura
maintains 'Buy' ratings on Petronet LNG with a target price of Rs 340.
@t.me/MonePlan : Morning Stock Markets & Investment Updates with MonePlan :
Brokerages Views on Various Sectors & Stocks | Credit Growth
πŸ‘‰πŸΏ Morgan Stanley on Credit Growth |
Retail, Services, Industry & Agri & Allied activities saw accelerations.
@t.me/MonePlan : Morning Stock Markets & Investment Updates with MonePlan :
Brokerages Views on Various Sectors & Stocks | Indian EV
πŸ‘‰πŸΏ Macquarie on India EV |
Limited model options & availability of mostly ICE convert BEV models have been constraining factor.
@t.me/MonePlan : Morning Stock Markets & Investment Updates with MonePlan :
Brokerages Views on Various Sectors & Stocks | Nephrocare Ltd.
πŸ‘‰πŸΏ
Nomura initiates 'Buy' ratings on Nephrocare with a target price of Rs 605.
@t.me/MonePlan : Stock Markets & Investment Updates with MonePlan :
Indian Markets Morning Opening BellπŸ”” Updates 21st April 2026

πŸ“’ Market opens higher after two sessions, with frontline indices up over 2.5%
πŸ“’ Nifty near 22,900, all stocks open in the green except Nestle India
πŸ“’ Market breadth firmly in the favour of advances, NSE advance-decline ratio at 18:1
@t.me/MonePlan | Stock in Focus | Jubilant Food Says, Renewal of #exclusive franchise rights to develop & operate Domino’s Pizza stores in India for 15 years
▢️ Option for further renewal of franchise rights agmt with Domino's for an additional 10 years
▢️ Existing excl franchise rights to operate Domino's stores in Sri Lanka & Bangladesh also renewed
@t.me/MonePlan | Stock in Focus |Adani Green Energy operationalises 360.5 MW renewable energy projects in Rajasthan & Gujarat
▢️ Company achieves total operational RE capacity of 19,293.8 MW & total operational BESS capacity of 1,376 MWh
▢️ Alert: BESS is Battery Energy Storage System
@t.me/MonePlan | Stock in Focus | IRB Infra Trust achieves financial close for TOT-18 highway project in Odisha
▢️ Chandikhole–Bhadrak SPV begins toll collection from April 1 after paying β‚Ή 3,087 Cr concession fee
@me/MonePlan | Sector in Focus & News | LPG cylinder prices rise again: 19-kg commercial rates up in Delhi, Kolkata, Mumbai, Chennai
β–ͺ️The increase in commercial LPG prices is typically linked to changes in global energy prices & input costs, as these cylinders are not subsidised & are revised in line with market trends.
β–ͺ️The recent volatility in global fuel markets, amid ongoing tensions in West Asia, has also kept energy prices elevated.
β–ͺ️Oil marketing companies adjust rates based on fluctuations in international LPG benchmarks and currency movements, while domestic LPG prices for household consumers remain relatively insulated.
β–ͺ️India also increased the price of aviation turbine fuel (ATF) amid the ongoing West Asia war.
β–ͺ️ATF prices now stand at:
1. Delhi: β‚Ή 207,341.22/Kl
2. Kolkata: β‚Ή 205,953.33/Kl
3. Mumbai: β‚Ή 194,968.67.Kl
4. Chennai: β‚Ή 214,597. 66/Kl
@me/MonePlan | Q4 Business Update | Karur Vysya Bank Ltd.
β–ͺ️CASA up 11.82% & down 0.25% QoQ at β‚Ή 31,122 Cr
β–ͺ️Total business up 14.92% YoY & up 1.31% QoQ at β‚Ή 2.14 Lakh Cr
β–ͺ️Advances up 16.87% YoY & up 1.74% QoQ at β‚Ή 98,743 Cr
β–ͺ️Total deposits up 13.31% YoY & up 0.93% QoQ at β‚Ή 1.02 Lakh Cr
@me/MonePlan | March2026 Auto Sales Numbers | Tata Motors PV Ltd.
πŸš— Tata Motors Passenger Vehicles registered 66,192 units in the domestic market for March 2026, marking a 28% year-on-year increase compared to the 51,616 units sold in March 2025.
πŸš— This strong performance capped off a record-breaking fourth quarter (Q4 FY26), where total PV sales reached 201,368 units, significantly up from 146,999 units in the same period the previous year.
πŸš— The growth was driven by continued high demand for its popular SUV models, particularly the Tata Nexon & Tata Punch, which have become leaders in their respective segments.
πŸš— Company also saw a substantial surge in its electric vehicle (EV) portfolio, contributing to its overall market momentum.
πŸš— Total PV Sales (Domestic): 66,192 units.
πŸš— Growth: 28% YoY surge.
πŸš— Q4 FY26 Performance: Total PV sales for the quarter stood at 2,01,368 units, up significantly from 1,46,999 units in the corresponding period of the previous year.
@me/MonePlan | March2026 Auto Sales Numbers | Mahindra & Mahindra Ltd.
πŸš— M&M reported total auto sales of 99,969 units in March 2026, marking a 21% year-on-year growth & closing the fiscal year 2026 with record volumes across key segments.
πŸš— Company achieved its highest-ever annual SUV sales of 6,60,276 units in FY26, while the farm equipment business recorded domestic tractor sales of 43,403 units in March (up 33% YoY) & 5,05,930 units for the full year (up 24% YoY).
πŸš— SUV Sales | Domestic sales reached 60,272 units (up 25% YoY), with total sales including exports at 62,109 units.
πŸš— Commercial Vehicles | Domestic CV sales grew 11% to 24,928 units, while the trucks and buses segment (including SML Mahindra) rose 13% to 4,267 units.
πŸš— Tractor Exports | Despite strong domestic demand, tractor exports declined 31% to 1,632 units in March, though total tractor sales including exports stood at 45,035 units.
@me/MonePlan | March2026 Auto Sales Numbers | TATA Motors CV Ltd.
πŸš— TMCV reported a 17% YoY surge in total commercial vehicle sales, reaching 47,976 units in March 2026, compared to 41,122 units in March 2025.
πŸš— Growth was driven by an 18% jump in domestic sales to 45,825 units, while international sales saw a 4% decline to 2,151 units.
πŸš— Quarterly Performance | Company achieved a 25% YoY growth in CV sales for Q4 FY26, with 1,32,465 units sold, marking the highest quarterly volume since Q4 FY21.
Domestic Segments: Domestic Medium & Heavy Commercial Vehicle (MH&ICV) sales rose 16% YoY to 23,805 units in March & total domestic CV sales grew 26% YoY to 1,25,562 units in the quarter.
πŸš— EV's | Company's EV sales volume witnessed a significant 59% YoY growth for the full year FY26.
πŸš— Management Outlook | MD & CEO Girish Wagh attributed the recovery to the rollout of GST 2.0, improved freight activity & a refreshed product portfolio, though he noted moderation due to the ongoing conflict in West Asia.
@me/MonePlan | March2026 Auto Sales Numbers | Ashok Leyland Ltd.
πŸš— In March 2026, Ashok Leyland executed significant strategic expansions in its EV ecosystem & financial investments.
πŸš— Company broke ground on a new battery pack manufacturing facility in Pillaipakkam, Tamil Nadu, with an expected investment of β‚Ή400-500 crore to localize EV production & support India's net-zero goals.
πŸš— This project was inaugurated by Tamil Nadu Chief Minister M.K. Stalin & aligns with the state's EV policy & the National Mission on Transformative Mobility.
πŸš— March 2026 Sales
➀ Total (Domestic + Exports): 25,381 units βœ… +5% YoY
➀ Domestic: 23,743 units βœ… +5% YoY
πŸš— YTD Sales
➀ Total (Domestic + Exports): 2,20,437 units βœ… +13% YoY
➀ Domestic: 2,02,355 units βœ… +13% YoY
πŸš— Steady growth across both monthly & YTD numbers for Ashok Leyland.