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Coforge shares rose up to 10% after Q4 FY26 profit beat estimates on stronger margins, improved cash flow and a $1.75 billion executable order book.
United Breweries hit a 52-week low after Q4FY26 results as Iran war-linked input and freight inflation, weaker realisations, and cautious guidance cloud near-term margins.
FY26 IPOs have seen weak post-listing performance, with about three-fourths of mainboard and SME stocks trading below debut, despite record fund raising volumes.
Punjab National Bank is in focus after its Q4 business update, with Morgan Stanley cautious at ₹100 while other broker targets range up to ₹145 ahead of results.
SRF shares rose after Q4 FY26 profit grew to ₹582 crore on 7% revenue growth, alongside a bigger ₹2,300 crore Odisha refrigerants investment and a deferred Indore plan.
Cochin Shipyard shares rose after the Cabinet cleared a ₹1,570 crore Vadinar ship repair facility with Deendayal Port Authority, aimed at servicing larger vessels domestically.
BMI sees USD/INR near 95 by end-2026, but analysts flag 96–97 risks as Iran war-driven oil shock, outflows and RBI’s volatility management reshape expectations.
Nvidia’s valuation has moved above the combined market capitalisation of all listed Indian companies, highlighting how AI-led capital flows have reshaped global equity benchmarks.
India’s steel market is expanding on infrastructure-led demand, with FY25 crude steel output at 164 MT and consumption projected to rise to 257 MT by 2033.
Social chatter on a “Nifty 18,000” bear phase has resurfaced as weak cues, high crude and broker notes highlight downside levels despite neutral momentum.
MCX and NSE margin changes in gold and silver are back in focus, as traders compare futures margins with the higher, SPAN-based requirements for selling options.
PNB shares rose after Q4FY26 profit beat on lower provisions, even as NII and domestic NIM fell; brokerages kept ‘Buy’ with a ₹135 target.
Bajaj Auto’s board will meet on May 6, 2026 to consider a share buyback alongside FY26 results, reviving a capital-return route used in 2024 and 2022.
Coforge shares jumped after Q4FY26 profit rose to Rs 612.3 crore and revenue climbed to Rs 4,450.4 crore, with brokerages citing strong margins and a $1.75 billion order book.
Raymond Realty reported Q4 FY26 pre-sales of ₹1,519 crore as launches in Thane and BKC supported FY26 bookings of ₹3,023 crore and a ₹43,000 crore MMR pipeline.
Marico shares hit a record high after Q4 FY26 earnings showed strong volume-led revenue growth, while brokerages kept bullish calls and highlighted potential margin tailwinds.