JM

Jagdish Malhotra

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JM

Insurance giant LIC and healthcare provider Max Healthcare experienced significant shifts on Monday, ranking among the top performers in India's stock market. These movements indicate increased investor interest in these two companies.

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ADF Foods showed a modest 1.6% increase in their quarterly results, lagging slightly behind some peers. On the other hand, GRM Overseas impressed with a stronger 3.5% growth, outperforming ADF Foods in the same period.

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Container Corporation of India (CONCOR) records a revenue of INR 9,059 Crore and a 9.6% increase in volume for the year. Looking ahead, CONCOR aims to achieve an overall growth of 9.5% by FY27.

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Dwarikesh Sugar has experienced a downgrade in its bank facilities and ratings following the Q4FY26 period, as reported by ICRA. The long-term credit profile's outlook has been revised to Stable from Negative.

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J.K. Cement experienced a 15% increase in Q4 revenues, signaling strong performance, and the company has set ambitious expansion plans, aiming to boost its production capacity to 2.5 million tonnes by FY2026-27.

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In Q4, Life Insurance Corporation (LIC) reduced its holdings, selling off significant shares of HDFC Bank and SBI among their top 10 stock disposals. This notable divestment was reported by ETMarkets.

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Igarashi Motors India experiences a drop in its quality rating, now classified as below average. This downgrade is primarily due to ongoing concerns about Return on Equity (ROE), Return on Capital Employed (ROCE), growth stability, and operational efficiency.

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Antique Broking favors large private banks such as HDFC, ICICI, and Axis over PSU banks due to their attractive risk-reward profile. On the other hand, Federal Bank, Bandhan Bank, and Ujjivan Small Finance Bank are favored for their potential to improve return on assets and strong valuation prospects.

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ICICI Lombard undergoes a significant block trade on the NSE, selling 100,083 shares for approximately INR 18.5 crore, with each share priced at INR 1,848.

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Yatharth Hospital's Q4 & FY26 audited results reveal a revenue growth of ₹5,918.8 million and net profit of ₹954.1 million, as confirmed by MSKA. The robust financial performance indicates a promising future for the hospital.

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Metro Brands has shown a consistent EPS growth of 4.3% annually for the past three years, with EBIT margins increasing from 20% to 22%. Insiders own a significant 30% stake worth approximately ₹89B, demonstrating their commitment to shareholders and strengthening investor trust.

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Archidply Decor will disclose its Q4 and full-year 2026 results on May 29, 2026, in accordance with SEBI regulations for listed companies. Investors await the financial update to assess the company's performance during this period.

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Rain Industries' shares rose 14%, following Hindalco's announcement of increased prices for CPC and CTP - key materials that Rain Industries produces. This price hike suggests growing demand for Rain Industries' products.

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Universal Cables Limited has announced a net profit of INR 96.5 crore in FY26, marking a significant increase as revenue reached INR 3022.7 crore. The board proposes to distribute a dividend of INR 4.5 per share, and they have approved an investment of INR 73 crore for upgrading the EHV unit.

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NTPC announces a final dividend of INR 3 per share following the release of Q4 and FY2026 financial results. The Audit Committee and Board have approved these audited figures, which demonstrate full compliance with SEBI regulations and receive an unmodified audit opinion.

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Talbros Automotive Components has demonstrated impressive 23% annual EPS growth over the past three years, signaling robust performance. The company's revenue increased by 7.3% to ₹8.9 billion, and insiders hold a significant 18% stake worth approximately ₹3.9 billion, indicating their faith in the company's growth strategy.

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Pix Transmission experienced a decrease in Q4 EBITDA, with earnings dropping from ₹325M to ₹308M year-over-year. This decline also resulted in a narrowed EBITDA margin, now standing at 18.05%, down from 20.1%.

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Ahead of the release of its FY26 results, dividend announcement, and auditor appointments, AAA Tech will hold a board meeting on May 30, 2026. Trading for their shares has been suspended until 48 hours after the financial results are announced.

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Azad Engineering surpasses expectations in FY26, recording a 30% increase in revenue to reach INR 590 crore, boosted by new contracts with Mitsubishi Heavy Industries and Baker Hughes. The company's EBITDA margin stood firm at 36.9%, while PAT margin expanded to 22.4%. With an order book of INR 6,500 crore, Azad Engineering anticipates a growth of more than 25% for FY27.

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Life Insurance Corporation (LIC) surpassed a significant achievement, collecting INR 5,000 crore in premium income through Bancassurance and alternate channels, as per their FY26 update. This milestone signifies a major step towards fulfilling LIC's long-held ambition.

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State-owned oil companies report a significant 41% increase in Q4 net profit to ₹19,470 crore for the period ending March 2026, despite ongoing global energy disruptions. This marks a strong recovery compared to last year's figures.

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Borosil has greenlit an investment of INR 42 crore for a new borosilicate glass manufacturing facility in Bharuch, with plans to launch it by the third quarter of FY2026-27. This expansion aims to boost their production capabilities.

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Bernstein has recommended investing in Zydus, Lupin, and Sun Pharma, predicting a potential $75 billion growth in India's biopharmaceutical sector over the next decade. The firm believes that innovation, AI integration, and focus on niche therapies could propel this growth, with Zydus being their top choice. Biocon and Mankind Pharma were rated as less promising investments.

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Madhav Marbles will convene a board meeting on May 29, 2026, to discuss and finalize their financial results for the fiscal year ended March 31, 2026. The agenda includes scrutinizing loans extended to related parties and evaluating equity investments in an overseas associated company.

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SKF India projects a steady revenue growth of 6-8% CAGR, primarily through strategic initiatives in energy efficiency and premium offerings. Management remains positive about recovering margins and ensuring long-term growth, as indicated during their recent conference call.

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Info Edge's recruitment revenue for the year-on-year (YoY) growth came in at 9.5%, falling short of Kotak's predicted 13%. This discrepancy indicates a potential slowdown in hiring trends and continued economic pressure.

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Centum Electronics experienced a 25% increase in revenue for FY26, primarily due to growth in the defense, aerospace, and semiconductor sectors. The company's EBITDA margins also improved to 12.4%. Post overseas restructuring, focusing on its India ESDM business, they secured a significant defense contract worth INR 570 crore, including a radar program.

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Emami anticipates a significant growth of over 10% for both Navratna and Dermicool product lines by the first half of FY27, with international business predicted to surge in double-digits from Q2 FY27 onwards.

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ITDC experienced a 1.3% increase, now classified as 'expensive' in terms of valuation within the hotel sector. Despite this gain, its P/E and P/BV ratios continue to exceed industry averages among peers.

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IGI's Q4FY26 results show a significant increase of around 40% in sales of lab-grown diamonds, indicating robust demand and growth potential for this segment.

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On May 28, 2026, the board of RHI Magnesita India Ltd will review and approve the financial results for FY26, as well as recommend a final dividend. However, trading in RHI Magnesita shares will be suspended from May 28 to May 30, 2026, following regulatory guidelines.

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Akums Drugs' subsidiary has been slapped with a significant tax demand of around INR 73.7 crore, with the company itself owing INR 60.1 crore. This is due to disallowance under Section 37(1). The company intends to appeal and expects minimal long-term impact on its operations.

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CMS Info Systems aims for a growth of INR 2,000 crore by FY27, driven by AI implementation and major bank contracts such as SBI, HDFC, and ICICI. In response to margin issues in FY26, the company is now focusing on fixed fee contracts, technology solutions, and diversifying its ATM management services.

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Bharat Electronics Ltd. experienced a significant block deal on the NSE, with approximately 1.56 million shares traded at a value of INR 65.6 crore, each share priced at INR 421.25.

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Macquarie maintains its optimistic outlook for Apollo Hospitals, raising its price target to ₹6230 following strong Q4 results. The strategic merger with Cloudnine, worth around ₹15.5 billion, is expected to bolster growth opportunities for the company.

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Dredging Corporation's shares experienced a significant boost of 13%, reflecting the robust performance reported in their Q4 earnings, which pleased investors.

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Prime Focus Ltd has obtained a stay order from NCLAT on May 6, 2026. As part of the agreement, the company deposited INR 353.8 crore into an interest-bearing account by May 20, 2026.

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Omaxe secures a ₹75 crore investment for developing projects in Tier II cities, while Mastek appoints Amit Gajwani as COO for an orderly leadership transition. A SPARC partner encounters a Complete Response Letter (CRL) from the US FDA, JSW Energy increases its share in the Toshiba joint venture, and ITC strengthens its stake in Mother Sparsh to 49.3%.

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Mankind Pharmaceuticals demonstrates robust operational success, maintaining a recommended price range of 2528-2575. On the other hand, PI Industries continues to underperform, prompting a downward revision of the target price to 3010 due to persistent weak results.

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C E Info Systems recorded a quarterly revenue of INR 145 crores in Q4 FY26. Aiming higher, the company is targeting to reach INR 1,000 crores by FY28.