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Large institutional block deals worth ₹3,412 crore in Oberoi Realty and Lodha Developers pushed both stocks lower, with Lodha falling 6.64% after a 1% stake sale.
Adani Ports raised its FY25 EBITDA guidance to ₹18,800-18,900 crore as S&P reaffirmed a BBB- rating and upgraded its outlook on improved cash flow visibility.
Fitch says foreign shareholding can improve funding access and governance in Indian lenders, but credit outcomes hinge on risk discipline as India reviews FDI caps for banks.
New India Assurance rallied after NSE’s IPO filing flagged it as a selling shareholder, but investors are also weighing underwriting losses, a high combined ratio, and low ROE.
Hurun’s 2025 Burgundy Private India 500 keeps NSE as India’s most valuable unlisted firm at Rs 4.86 lakh crore, with IPO-related chatter rising online.
S&P Global Ratings upgraded Bharti Airtel to BBB+, citing rising data consumption in India and Africa, stronger cash flows, and improving leverage supported by ARPU and subscriber growth.
Metal stocks fell as aluminium prices weakened on China supply signals and a US-Iran peace framework, while InCred warned of 30-40% downside in select names.
Bharat Dynamics shares rose modestly after a fresh HAL contract, but Goldman Sachs kept a Sell call, citing execution delays and near-term margin pressure despite improved visibility.
Indian benchmarks rebounded as crude prices cooled and US-Iran tension eased, pushing Nifty back above 24,100 while IT and oil-linked stocks led early gains.
Dalmia Bharat shares rose about 2% after Goldman Sachs upgraded to Buy, cut target to ₹2,020 and said key cement-sector risks are largely priced in.
Indian equities extended gains on Wednesday as softer crude and a firmer rupee supported sentiment, with auto and healthcare stocks leading while energy and metals faced pressure.
Social media discussions point to taxes, oil marketing company loss recovery, rupee and logistics delays as key reasons India has not cut pump prices after crude fell.
Hero MotoCorp shares are under pressure as brokerages flag rural-demand risks, market-share losses and EV transition losses, even as the company targets 5-8% FY27 volume growth.
Mazagon Dock Shipbuilders posted Q4FY26 revenue of Rs 3,684 crore but PAT fell QoQ to Rs 464 crore, while order book stood at Rs 20,535 crore.
MCX gold futures saw a sharp fall as a stronger dollar, rising bond yields, oil-led inflation fears, and profit-booking combined to pressure bullion prices.
Jamshri Realty disclosed an off-market gift transfer of 4.39 million promoter shares, shifting 62.89% equity to Rajesh Damani and qualifying for an open-offer exemption.