The major banking stocks experienced a decline following Q4 updates, with the Nifty Bank index dropping by 0.9%. Notable declines were seen in Kotak and IndusInd, both falling over 2%, while ICICI, PNB, and IDFC First experienced a drop of more than 1%.

Max Estates reported FY26 pre-sales of INR 5,305 crores, slightly less than the previous year's INR 5,321 crores. Notably, Q4 FY26 saw pre-sales of INR 3,392 crores, while Estate 105 managed to sell INR 1,783 crores within just 10 days.

Tube Investments of India has taken over a substantial 76.2% stake in Orange Koi, marking the latter as a new subsidiary under its control. The acquisition was finalized by purchasing approximately 8,94,072 shares.

Bank of Baroda announced the issuance of bonds ranging from ₹4,000 crore to ₹1,00,000 crore, maturing between 2026 and 2039, offering coupon rates between 7.1% and 8.8%. Some of these bonds are perpetual in nature.

The Indian government's plan to build 100 airports and 200 helipads could significantly benefit companies like HAL, GMR Airports, IndiGo, L&T, and Adani Enterprises, as it aims to enhance regional connectivity in aviation infrastructure. These companies stand to gain from the anticipated growth in this sector.

Defense stocks are experiencing a surge due to increased geopolitical tensions and growing defense deals between India and countries like Germany, France, and Israel. Companies like HAL and BEL are set to benefit significantly from this, with their revenues increasing by 10.7% and 23.7% YoY respectively, driven by robust order books. The significant budget hike for defense in FY26-27 further bolsters growth prospects.

Experts suggest investing in Gujarat Gas due to robust fundamentals, despite temporary margin concerns. However, they advise holding onto BPCL due to unpredictable crude oil prices. ICICI Prudential, UltraTech Cement, Tata Capital, and Paradeep Phosphates are recommended as 'Hold', with sector-specific warnings and stop-loss precautions in place.

Bajaj Finance reported a significant increase in its customer base, now at 119.33 million as of March 2026, from 101.82 million last year. The company's loans increased by 20.5% in Q4 FY26 to reach 12.89 million, while assets under management grew by 22%. However, deposits decreased to INR 68,550 crore during the same period.

IDFC First Bank reported a significant 20% year-on-year increase in loans and advances by March 31, 2026. Similarly, customer deposits saw an impressive growth of 17.2% over the same period, indicating strong financial performance for the bank.

Zaggle has abandoned its plans to acquire a majority stake in Effiasoft, following a reevaluation. This move overturns the initial acquisition announcement made on March 27, 2025.

Mathisys Advisors has purchased over a million shares of Latent View, with an average price of INR 291.59 per share, suggesting a positive sentiment towards the company's performance and potential growth.

Quectel and Syrma SGS have broadened their collaboration to produce Internet of Things (IoT) antennas in India. This local manufacturing initiative strengthens the IoT supply chain, aligns with the 'Make in India' initiative, and enhances deployment for major industries.

The New India Assurance company has successfully overturned a ₹20.3 crore penalty for the tax year 2019-20, as announced by the National Faceless Appeal Centre on 1st March 2026. This decision marks a significant relief for the insurance giant.

India Ratings has upgraded the outlook for Bharat Heavy Electricals Ltd (BHEL) from Stable to Positive, indicating improved prospects for the company. The long-term rating remains IND AA, with a total of Rs 80,000 crore in loans being assessed.

Dish TV has approached the Kerala High Court, aiming to ensure equal treatment in regulation compared to DD Free Dish. The petition requests the Ministry of Information and Broadcasting to align DD Free Dish with the regulations applicable to private Direct-To-Home (DTH) services.

The Defence Ministry and Bharat Electronics have agreed on a ₹19.5 billion deal to provide Mountain Radars to the Indian Air Force, strengthening their operational capacities.

Defence companies BEL, HAL, and Garden Reach witness a rally in their stocks due to the approval of approximately INR 2.38 billion by the Defence Acquisition Council (DAC). The DAC's decision boosts the fiscal year 2023 defence budget to INR 6.73 trillion, more than tripling last year's budget of INR 2.2 trillion.

Diamond Power Infrastructure secures a Rs 44 crore order, strengthening their order book and improving short-term project execution prospects.

Escalating Middle Eastern conflicts are driving a 50% increase in crude prices since late February, causing strain across global markets. This price surge could potentially put pressure on Indian Oil, Hindustan Petroleum, and Bharat Petroleum regarding petrol pricing due to supply concerns.