YG

Yash Gupta

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Recent Discussions

YG
Yash Gupta6h ago
GAIL

GAIL's increased tariffs have effectively mitigated the impact of volume declines in West Asia, demonstrating resilience amid market challenges.

YG
Yash Gupta6h ago
RKFO

Tyre manufacturers such as Apollo Tyres and Ceat are experiencing margin compression due to escalating input costs in Q4 FY26. Costs of raw materials like rubber, steel, aluminum, copper, freight, and energy have significantly risen, placing added pressure on their profit margins.

YG
Yash Gupta6h ago
MAHL

Emkay advisors have recommended buying Mahindra Lifespace Developers, setting a target price of Rs. 460. This suggests a potential increase of around 36% for the company's shares.

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Yash Gupta6h ago
CAMP

Campus Activewear experienced a 10% increase in share price following impressive Q4 results, demonstrating a 12.3% revenue growth, increased volumes, and improved margins. Despite these positive signs, brokerages such as MOFSL and Elara Capital continue to recommend buying shares due to strong execution, but caution over escalating raw material costs remains.

YG
Yash Gupta1d ago
YATH

Yatharth Hospital reported a significant 23% increase in profits and a substantial 47% growth in revenues for Q4 compared to the same period last year, signaling strong financial performance.

YG
Yash Gupta1d ago
COAS

The Indian government's PLI scheme, designed to enhance seafood MSME exports, could positively impact stocks of companies such as Avanti Feeds, Apex Frozen Foods, Coastal Corporation, Mukka Proteins, and Kings Infra Ventures. This move focuses on improving infrastructure, increasing value addition, and boosting export growth within the sector.

YG
Yash Gupta2d ago
LT

LTI Mindtree aims for a $1 billion European revenue following the Randstad deal, signaling global growth ambitions. The company plans to focus on AI and GCC expansions, with the acquisition's earnings neutral and shares closing at ₹4,008.2 on NSE today.

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Yash Gupta2d ago
RADA

Radaan Mediaworks will announce their Q4 FY26 earnings on May 29, 2026, during which the trading window has been temporarily closed since April 1 and is set to reopen 48 hours after the announcement.

YG
Yash Gupta3d ago
PAGE

Page Industries surpassed expectations in Q4, primarily due to robust growth catalysts. During a recent discussion, CEO Ganesh highlighted the impact of demand patterns, price adjustments, and primary growth factors on their performance.

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Yash Gupta3d ago
PNCI

PNC Infratech has been awarded Letters of Award (LoAs) for two highways projects in Uttar Pradesh, totaling approximately INR 3483 crore. These projects involve constructing four-lane highways over a 24-month timeframe.

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Yash Gupta3d ago
ALMO

Almondz Global Securities reported a Q4 profit of INR 209 lakh, wrapping up FY25-26. Notable changes include the appointment of Ms. Neelu Jain as Independent Director and Mr. Rajeev Kumar taking on the roles of Finance Director and CFO.

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Yash Gupta3d ago
PNCI

Investment analysts anticipate a potential 46% growth for PNC Infratech, mainly due to improvements in execution and a robust order pipeline. The company's expansion into renewable energy, water infrastructure, and urban development projects has sparked optimism, offsetting past difficulties.

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Yash Gupta3d ago
AMBU

Three companies - Ambuja Cements, Tube Investments, and Colgate - have decided to leave the BSE 100 index, indicating a potential shakeup in the top-tier stock market listings.

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Yash Gupta3d ago
PROT

Protean eGov Tech recorded a significant trade of 285,612 shares at approximately Rs. 660.2, with QE Securities purchasing a substantial portion of this amount, signifying their confidence in the company's growth potential.

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Yash Gupta3d ago
JMFI

JM Financial forecasts a positive outlook for FY27, recommending ICICI, Axis, SBI, CUBK, Ujjivan SFB, and DCB Bank. HDFC, Kotak, IndusInd, Bandhan, BoB, and AU SFB receive an 'Add' rating, while YES Bank is suggested as a 'Sell'.

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Yash Gupta3d ago
VAIB

Vaibhav Global anticipates a potential revenue growth of 9-11% and an improvement in EBITDA margins by 50 to 100 basis points for the fiscal year 2027, indicating optimistic expectations for increased profits.

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Yash Gupta3d ago
NCLI

NCL Industries is set to review its Q4 and full-year 2026 financial results, along with deciding on the final dividend for 2025, during their board meeting scheduled for May 29, 2026. Other business matters will also be addressed in this meeting.

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Yash Gupta4d ago
SUDE

Sudeep Pharma reported a significant 39% year-over-year growth in Q4 EBITDA, reaching ₹626M. The impressive performance led to an increased EBITDA margin of 34.3%, marking a notable improvement from the previous year's 28.6%.

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Yash Gupta4d ago
LICI

Life Insurance Corporation (LIC) has rescheduled its audit committee meeting from May 20 to May 21, 2026, for the review and approval of their Q4 FY26 financial results. The new date is set for the presentation and analysis of the company's performance in the last quarter of the fiscal year 2025-2026.

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Yash Gupta4d ago
BAJF

The Sensex experienced a decline of 135 points with the Nifty remaining unchanged, as Bajaj Finance, HUL, and Tech Mahindra led the list of top losers. However, Apollo Hospitals and Honeywell Automation showed growth, while oil stocks climbed due to a drop in Brent crude below $105/barrel.

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Yash Gupta4d ago
ENGI

Engineers India's Q4 net profit experienced a decrease, falling to ₹1.95B from ₹2.8B year-on-year (YoY), while revenue dropped to ₹9.3B compared to ₹10B YoY.

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Yash Gupta4d ago
ELEC

Electrotherm India's Q4 earnings have seen a steep decline, with net profits plummeting by 92.8% to INR 13.36 crore and sales dipping by 2%. The earnings per share (EPS) also dropped significantly to INR 10.49, indicating a challenging quarter for the company.

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Yash Gupta4d ago
GANE

Ganesha Ecopet has decided to postpone its planned project in Odisha, instead focusing on expanding the existing unit in Warangal. This move could indicate strategic shifts or operational challenges in the Odisha project.

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Yash Gupta4d ago
VEDL

Vedanta's planned demerger could potentially delay its listing due to past examples like Tata Motors and ITC, where complex structures led to prolonged approval processes. Investors might want clarity on the timeline for Vedanta's reorganization.

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Yash Gupta4d ago
SAND

Sandhar Tech reported a significant increase in both revenue and profits for Q4, with a year-on-year growth of 28.6% in revenue (from ₹1014 Cr to ₹1307 Cr) and a profit rise of 23.5% (from ₹104 Cr to ₹129 Cr). However, the company's profit margins dipped slightly, falling from 10.3% to 9.87%.

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Yash Gupta5d ago
TREN

Ambit Capital suggests investing in larger companies like Titan and Trent, along with Nykaa, as they are considered more favorable compared to Quick Service Restaurants (QSR) and Small & Midcap (SMID) stocks due to India's anticipated slower growth and compression of margins for the fiscal year 2027. Conversely, QSR companies like Jubilant FoodWorks have seen target price reductions because of a weak revenue and margin outlook.

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Yash Gupta5d ago
GAYA

Gayatri Highways promoters have announced the release of their pledge on approximately 1.67 crore shares, freeing them from obligations with Catalyst Trusteeship Ltd in accordance with SEBI regulations. This move may signal a change in the promoters' holdings or investment strategy.

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Yash Gupta5d ago
TATA

Notable shares to monitor today include Reliance Industries (RIL), Tata Power, Jubilant FoodWorks, and Rail Vikas Nigam along with Lenskart. These stocks could potentially influence the market's direction due to their significant impact in various sectors.

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Yash Gupta5d ago
PAGE

Page Industries reported a 9% increase in Q4 net profit, reaching ₹179 crore, while revenue grew by 14% to ₹1,252.6 crore. EBITDA rose by 10.7%, but margins slightly decreased from 21.4% to 20.8%.

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Yash Gupta5d ago
EPAC

Epack Durable aims to achieve a massive revenue of INR 50,000 crores within the next 2-3 years, expecting a 15% industry-matched growth by fiscal year 2027.

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Yash Gupta5d ago
TALB

Talbros Automotive reportedly secured INR 800 crores worth of orders for the upcoming fiscal year, with INR 100 crores coming from electric vehicle components. The majority of these orders, approximately INR 700 crores, are aimed at boosting export-related commercialization and production.

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Yash Gupta5d ago
BHAR

Bharti Hexacom reported Q4 FY26 earnings with a revenue of INR 2.11 trillion and EBITDA margin of 51.2%. Notably, the dividend per share increased to INR 24. The growth was primarily due to contributions from India, Africa, data centers, financial services, and Airtel Cloud. Indian Capex stood at INR 31,000 crore, with a net debt-to-EBITDA ratio of 1.1.

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Yash Gupta5d ago
ANGE

Angel One, a leading company in the financial services sector, reached a new 52-week high of ₹342.35, marking an impressive 13% growth over the past three days and a 45% year-to-date increase. This performance surpasses the Sensex index. Motilal Oswal has reaffirmed its 'BUY' recommendation for Angel One, predicting a potential price of ₹400 due to the company's strong Q4FY26 financial results which showed a 19.2% rise in Profit After Tax (PAT) to ₹320 crore.

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Yash Gupta5d ago
BOSC

Bosch Ltd has announced that shareholders eligible for the final dividend of fiscal year 2026 must hold shares by August 4, 2026. The dividend will be distributed starting from August 14, 2026, following approval at the AGM.

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Yash Gupta6d ago
FIEM

Fiem Industries' CEO has stepped down due to personal matters, effective immediately as of May 19, 2026. The company is currently arranging a seamless transition to ensure business continuity.

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Yash Gupta6d ago
ZYDU

Jefferies continues to recommend purchasing shares in Zydus Life, predicting a price of ₹1200. This decision is based on the pharmaceutical company's strong Q4 performance, particularly in the US specialty market, which has been bolstered by sustained growth in their US base, steady results from India operations, and robust international expansion. Additionally, the innovative pipeline they are developing is a significant factor in this positive outlook.

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Yash Gupta6d ago
BHAG

Bhagiradha Chemicals is planning to distribute a final dividend of INR 0.15 per share, pending shareholder approval. This proposed payout indicates the company's strong financial performance and commitment to returning value to its investors.

YG
Yash Gupta6d ago
IGL

Indraprastha Gas aims for a 10-13% increase in CNG sales over the next two fiscal years (FY26-27), attributing this to the last quarter's sales volume.

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Yash Gupta7d ago
BPCL

Today, Bharat Electronics, BPCL, Mankind Pharma, Zee, and Zydus will reveal their Q4 earnings, highlighting key figures such as revenue, profit, and EBITDA. Notable projections include a revenue estimate of Rs 9738.85 crore for BEL, a profit target of Rs 6042.7 crore for BPCL, and an EBITDA margin prediction of 24.3% for Mankind Pharma.

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Yash Gupta7d ago
3IIN

On May 16, 2026, 3i Infotech identified a potential ransomware threat. They have since brought in an independent forensic team and reported no significant disruptions to their operations at this time.