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Sagar Mukherjee

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Godrej Consumer anticipates a 6-9% increase in costs due to high crude and palm oil prices, but is preparing strategic actions to mitigate these impacts. The company projects double-digit growth in standalone sales, stable EBITDA margins, and improvement in its Indonesia business with mid-single-digit volume growth.

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SRF Ltd. conducted a significant share transaction worth about INR 22.49 crores, with each share priced at INR 2,398.8 in the NSE.

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Avantel Limited has secured a Rs. 11.59 crore deal with NewSpace India Ltd for their Xponder devices, which involves delivery, setup, and activation by October 2026.

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On May 4, 2026, CSB Bank will reveal its audited Q4 and FY results at a board meeting. The trading window for the bank's shares will remain closed until May 6, as part of the insider trading policy.

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Damodar Industries' primary shareholder purchased an additional 5,000 shares, increasing their ownership from 23.91% to 23.93%. A transfer of 14.89 million shares among promoters slightly altered the main promoter's stake, now sitting at 14.61%.

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Godrej Consumer projects a double-digit increase in standalone Q4 sales for FY26, driven by volume growth and market share gains in Indonesia, with consolidated revenue also approaching double-digit expansion.

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The Cabinet Secretary is currently discussing a crucial decision concerning IDBI Bank, according to recent reports by NDTV Profit. This indicates potential developments for the bank are under consideration by the government.

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Strong Q4 earnings from HDFC Bank could potentially influence the stock performance of peers such as Axis Bank, various non-banking financial companies (NBFCs), and Fast-Moving Consumer Goods (FMCG) firms, given their interconnected market.

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The Petronet Dahej LNG terminal is experiencing reduced usage due to a decrease in imports, likely influenced by the ongoing conflict in West Asia, causing a significant drop in half. This has resulted in the lowest utilization of India's LNG facilities in years, as reported by both the oil ministry and industry data.

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Control Print has leased a significant 46,823 sqm plot of land in Assam for approximately INR 861.2 lakhs from the Assam Industrial Development Corporation. This 60-year lease aims to bolster their manufacturing capabilities with an option to extend for another 30 years.

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Bank of Baroda has implemented new leadership appointments, aligning with SEBI LODR regulations. Notably, Nema Rakesh and Sanjay Kumar Singh have taken on roles as Chief General Manager for IT Operations and Official Languages respectively.

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DAM Capital has recommended buying cement stocks due to anticipated price increases of Rs. 30-50 per bag and favorable valuations, potentially leading to a 7.4%-21.9% increase in shares for companies like UltraTech Cement, JSW Cement, Shree Cement, Ambuja, Dalmia Bharat, and Nuvoco.

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Fedbank's NCD and CP ratings have been reaffirmed by CRISIL at AA Stable and A1 respectively, indicating a steady outlook. The CP limit has also been raised to ₹2,500 crore, demonstrating strong support from Federal Bank.

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ER&D companies are expected to show modest growth in Q4FY26, as demand stabilizes but recovery is delayed. Among them, KPIT is favored for its projected 1.6% increase, while Tata Elxsi and Cyient anticipate smaller gains. Improved margins could come from currency depreciation and cost control measures. Analysts recommend buying shares of KPIT, Cyient, and LTTS, but advise reducing holdings in Tata Elxsi.

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Jefferies continues to recommend investing in Sai Life Sciences with a price target of INR 1,300, forecasting a compound annual growth rate (CAGR) of 15-20% and an EBITDA margin of 28-30%. CLSA has increased Bharti Airtel's price target to INR 2,320, emphasizing the $1 billion investment in Nxtra and a goal to capture 25% of India's data center market.

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The Indian government has lowered the cost of jet fuel to Rs 1.04 lakh per kilolitre, following an increase by the Indian Oil Corporation to Rs 2.07 lakh per kilolitre in Delhi. This reduction comes in response to industry concerns.

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Titan Company receives a high credit rating of AAA (stable) and A1 from ICRA, signifying a strong capacity to repay its INR 21,950 crore debt, indicating financial stability and reliability in the capital market.

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Thermax Limited incurs a Rs 3.14 crore GST penalty due to misclassification of goods during fiscal years 2019-20 to 2022-23. The company has announced its intention to challenge this order.

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Centrum Capital divested from Centrum Alternatives LLP on March 31, 2026, collecting a sum of INR 7.5 lakh. In the financial year 2024-25, CAL LLP accounted for 2.1% of Centrum Capital's net worth before Surplus Fincare came on board as a new partner.

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Despite a minor decline during today's session, Granules India exhibits a positive outlook with strong moving averages and MACD indicators suggesting promising medium-term potential.