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Persistent Systems says clients are reinvesting AI-led productivity gains into fresh technology spend, while it targets $2 billion revenue by FY27 and EBIT margin of 16-17%.
Dalmia Bharat reported Q4 FY26 revenue growth and stronger EBITDA margins, but profit fell year-on-year as interest costs rose and cost pressures remained a key near-term risk.
U.S. and Israeli strikes have damaged thousands of Iranian factories, shutting steel and petrochemical capacity, driving food inflation, and putting millions of jobs at risk amid a fragile economy.
Dr Reddy’s shares slipped after it clarified that semaglutide approval in Canada is still pending, as Citi and Goldman Sachs flagged competition and limited upside.
India’s food inflation rose to 3.87% in March 2026, with FAO warning that Gulf fertilizer disruptions and monsoon risks could push prices higher in H2 2026.
Motilal Oswal reiterated a Buy on Maruti Suzuki with targets up to ₹17,406, citing retail demand, new capacity from April 2026, and a 16% earnings CAGR outlook.
Antique Stock Broking lifted GRSE’s target to ₹3,141 after stronger March-quarter margins and steady warship execution, pointing to large order prospects in corvettes and frigates.
US intelligence is assessing Iran’s response if President Donald Trump declares victory and scales back involvement, as ceasefire uncertainty, blockade pressure and nuclear concerns persist.
Brokerages have turned cautious on Indian equities as the Iran war keeps Brent above $100, pushing down Nifty targets and raising inflation, growth and earnings risks.
Jefferies initiated coverage on Emmvee Photovoltaic with a Buy and ₹320 target, citing TOPCon edge, policy tailwinds and a nearly 50% valuation discount to peers.
Motilal Oswal has reiterated ‘Buy’ on eight Indian stocks, assigning targets that imply up to 34% upside, led by Prataap Snacks and Canara HSBC Life.
Eternal (formerly Zomato) reported sharp Q3 FY26 growth led by Blinkit profitability, while the stock stayed volatile amid CEO-change concerns and optimistic brokerage targets.
Mahindra Lifespace Developers reported a sharp year-on-year jump in March 2026 quarterly revenue on a low base, while profit rose modestly and EBITDA declined.
Maruti Suzuki shares turned negative on April 28, 2026, trading near ₹12,658 late in the session as volatility, volumes, and broker target revisions shaped sentiment.
Reddit and social posts show Indian algo traders treating brokerage API latency as a P&L driver through slippage, queue priority, timeouts, and SEBI-driven operational constraints.
Social-media chatter in 2026 focuses on how India’s new FTAs with the EU, US, UK, Oman and New Zealand could boost exports, while raising compliance and competition risks.