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Lokesh Reddy

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Recent Discussions

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Kellton Tech has been selected by a prominent UAE corporation to build a digital operating system, designed to facilitate the company's growth strategies. This collaboration highlights Kellton Tech's expertise in digital solutions.

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Hindalco's CEO predicts that India could become self-sufficient in refined copper imports by the end of 2023, marking a significant step towards reducing dependency on external sources.

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Hitachi Energy experiences a drop after a promising beginning, while CONCOR and RVNL suffer due to underwhelming results. On the other hand, Vidya Wires sees an increase in value following its positive financial report, with investors showing interest in Sterlite Tech, BSE, and Vodafone.

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Lokesh Reddy5h ago
LT

L&T GeoStructure lands its biggest piling contract with JSW Utkal Steel for a 10 MTPA steel plant in Odisha. Furthermore, they have secured additional orders for inland ship repair facilities in Bihar, UP, and India's first yacht marina in Mumbai.

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ONGC and BP have joined forces to increase offshore oil production through the application of cutting-edge technology. The partnership is projected to result in a 10.8% increase in crude oil and a 31.5% rise in gas output by fiscal year 2030, with noticeable results expected as early as fiscal year 2027.

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Goldman Sachs maintains a neutral stance towards Fortis Healthcare, predicting shares to reach approximately Rs. 950. Investors may want to closely watch the company's performance before making any decisions.

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Anand James from Geojit suggests three stocks for trading: KEC International, JK Tyre, and Railtel. He believes KEC International is showing signs of a base formation and has set a buy target at ₹540, with a stop loss at ₹489.

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Ambica Agarbathies is set to hold a board meeting on May 30, 2026, to discuss and approve their audited financial results. The company is also contemplating raising funds through the issuance of equity shares or convertible warrants on a preferential basis.

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Nectar Lifesciences will hold a board meeting on May 30, 2026, to review and approve the final financial results for FY2025-26, in line with SEBI regulations, and discuss any related business matters.

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NBCC's Q4 profits show a significant increase of 33%, reaching 2.4 billion rupees compared to the previous year, indicating improved financial performance. This growth comes after a consolidated net profit of 1.8 billion rupees in Q4 of last year.

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Max Healthcare's Q4 performance has led to differing opinions among brokerages, with some attributing growth to increased volumes. Analysts' target prices indicate varied expectations for the stock's future trajectory.

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Shivalik Bimetal's stock reached a new 52-week high due to robust buying activity, reflecting significant market interest and substantial growth. The company's technical strength appears to be a key factor behind this upward trend.

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Century Ply's Q4 profit significantly increased by 49%, reaching a record high of ₹78.1 crore, while revenue soared to ₹1,492.2 crore. EBITDA grew by 31.8% and margin improved to 12%. The company's shares finished the day up by 0.45%, closing at ₹769.95.

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Spencer's Retail Ltd will reveal their Q4 2026 earnings during a conference call scheduled for May 22, 2026, with Emkay Global serving as the host. Management will provide detailed financial updates during this call.

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Nykaa, the leading beauty and fashion retailer, aims to achieve a revenue of $1 billion by fiscal year 2026. To reach this goal, they plan on opening an additional 500 physical stores nationwide.

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Lux Industries reports a 17% decrease in Q4 EBITDA, with the earnings dropping from ₹770 million to ₹644 million year-on-year. The margin also contracted significantly, falling from 9.4% to 7.3%.

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Bharat Petroleum Corporation Limited (BPCL) is still rated as a 'reduce' due to a loss of approximately Rs 4,350 crore in assets. The increased losses in the LPG sector have led analysts at JM Financial to maintain their cautious outlook on the company.

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Sai Life Sciences recently disclosed their Q4 FY2026 results in an earnings call. The discussion covered both financial and operational aspects of the company, as detailed in the transcript published on May 15, 2026.

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Jubilant Foodworks experiences a significant increase in Q4 EBITDA, reaching ₹4.85 billion compared to ₹3.9 billion last year, reflecting a rise of 23%. The company's profit margin also improved, moving up from 18.5% to 19.4% year-over-year.

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Radhika Jeweltech reported a significant decrease in Q4 EBITDA, falling from ₹195M to ₹110M year-on-year, resulting in a shrinking margin of 5.7%. This decline indicates a challenge in maintaining profitability compared to last year's levels.

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Dr. Agarwals Health Care has been issued a GST notice amounting to INR 20.5 crores due to tax discrepancies in the recent fiscal year. However, the company anticipates minimal significant financial repercussions from this notice.

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AU Small Finance Bank experiences a surge in open interest by 10.8%, signaling increased market engagement. The simultaneous rise in delivery volumes and minor price drop could indicate a shift in investor positions towards the stock.

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On May 21st, key companies like ITC, LIC, Nykaa, and GAIL are set to reveal their Q4 results. Investors will closely monitor revenue growth, profit margins, and any notable commentary. Particular interest lies with ITC, LIC, and Nykaa due to their market significance.

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DEE Development saw a decline in Q4 net profit compared to the same quarter last year, dropping from ₹315M to ₹280M. However, the company managed to boost its revenue, climbing up to ₹3.6B from ₹2.8B YoY, demonstrating growth.

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Dalmia Bharat aims to boost its capacity to 75 MT by 2028, seeking funding through equity shares, convertible securities, or warrants. The company's current net debt/EBITDA ratio stands at a manageable 0.46x, indicating the funds could support this expansion plan effectively.

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Apollo Hospitals has announced a proposed dividend of INR 10 per share for the fiscal year 2026, pending approval at the annual general meeting on August 25, 2026. Notably, Rama Bijapurkar and Prathap C. Reddy have been reappointed as Independent Director and Executive Chairman respectively.

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Hatsun Agro reported an 18% increase in Q4 profits, demonstrating resilience amidst margins hurdles. Shareholders received a declared dividend as a reward for their investment.

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Lokesh Reddy6d ago
BEL

Bharat Electronics has reported a 4.7% increase in Q4 profits and an impressive 11.7% revenue jump, outpacing market expectations according to ET NOW poll. This strong growth indicates a promising future for the company.

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Vi's investments have more than doubled over the past year, attracting considerable interest. Analysts from both Macquarie and JPMorgan have weighed in on this growth, offering their perspectives on its implications.

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Zee Entertainment experiences increased trading activity following a downgrade, indicating a negative outlook and potential share dispersal for ZEEL.

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PI Industries reported a significant drop in Q4 net profit by 39%, largely due to a 26% decrease in EBITDA and a 12% decline in revenue, amounting to ₹1,565 crore. The company has expressed caution about its FY27 outlook, attributing it to increasing input costs.

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Coforge experienced a significant 20% increase in May, regaining its daily moving average (100-DMA) after a five-month absence, surpassing both Nifty and Nifty IT indices. According to Geojit, the company could see an additional 16.4% growth, based on technical recovery, robust Q4 results, and appealing valuation.

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Karnataka Bank reported a net profit of ₹1,310.5 crore for the fiscal year ending March 31, 2026, as per their audited results. The bank's board proposed a dividend of ₹5 per share, subject to shareholder approval, and affirmed an unmodified opinion on their financial statements by the auditors.

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LTI Mindtree's shares are currently on an upward trend, demonstrating robust performance in the market, according to real-time updates.

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Afcons Infrastructure has announced a planned capital expenditure of ₹725 crores for the fiscal year ending 2027, with a focus on reducing corporate debt. The company aims to optimize working capital days, potentially freeing up around ₹1,000 crores in receivables by June.

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Lokesh Reddy6d ago
ITC

ITC Limited has boosted its ownership in Mother Sparsh by purchasing an additional 9.85% stake, bringing their total share to 49.32%. This investment of approximately 30 crores was made to broaden ITC's presence within the baby care sector.

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Viyash Scientific reported a Q4 net profit of ₹66.4 crore on ₹920 crore revenue. The company's FY25-26 revenue reached an impressive ₹3,420.3 crore, largely due to successful integration efforts, resulting in a net profit of ₹224.6 crore for the financial year.

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In the financial year 2027, RITES has achieved impressive double-digit growth in both exports and turnkey projects, demonstrating a strong performance in international markets.

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BPCL shares rose by 3% to ₹289.55 before releasing Q4 results, as analysts predict mixed earnings due to fluctuating crude prices. Some expect a decline of 9.5% in Profit After Tax (PAT) year-over-year (YoY), while others foresee a robust 75% YoY growth in PAT.

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The Nifty Next 50 portfolio might see new additions such as Wipro, Polycab, Hitachi Energy, Indian Bank, and ICICI Pru AMC, potentially attracting around $212 million in investments. Conversely, the exit of companies like Indian Hotels, REC, Shree Cement, Zydus Lifesciences, and Lodha may lead to a possible outflow of approximately $202 million, according to Axis Capital's analysis.