LK

Lalit Kapoor

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LK

Hitachi Energy India announced plans to invest 2,000 crores in a new transformer manufacturing facility in Vadodara, bringing the total project investment to 4,000 crores.

LK

Hindalco's Q4 performance shows strength, but Prabhudas Lilladher downgrades it to 'Hold' due to production delays at Chakla and anticipated inflation affecting EBITDA for FY27. The target price has been revised to Rs 1,126.

LK

Morgan Stanley maintains a positive outlook for Aditya Birla Fashion, despite reporting a loss in Q4. They view the retail company as an attractive investment opportunity, suggesting potential buying consideration over other hold or sell options.

LK

India Power Corporation has announced an update to its credit rating, disclosed through the Securities and Exchange Board of India's (SEBI) Listing Obligations and Disclosure Requirements (LODR), as per a May 22, 2026, filing by Brickwork Ratings.

LK

CONCOR's Q4 net profit decreased by about 10% year-over-year, landing at INR 2.6 billion. The company also reported a slight dip in revenue to INR 22.63 billion compared to the previous year.

LK

Real estate company Puravankara has purchased a 14.57-acre plot in Bengaluru, estimated to generate approximately ₹2,300 crores in development value. This acquisition increases their landholding in the city to over 25.6 million square feet.

LK

Techno Electric & Engineering experienced a significant surge of 11.6%, reaching Rs.1,333.80 from Rs.1,195.50 in just a week. This outpaced the Sensex's modest 0.5% increase, suggesting positive market sentiments due to improved ratings and strong technical indicators.

LK

Sun Pharma's fourth-quarter revenue increased by 12.8%, in line with forecasts, prompting Morgan Stanley to maintain its positive stance on the company, keeping an Overweight rating.

LK

Vindhya Telelinks has announced a 18% year-on-year decrease in Q4 sales, reaching INR 10,092.97 million compared to INR 12,312.16 million in the same period last year.

LK

Hindalco predicts an enhanced Q1 FY27 performance, driven by increased aluminum prices leading to profit growth. Additionally, the company benefits from robust earnings before interest, taxes, depreciation, and amortization (EBITDA) from copper due to favorable sulfuric acid prices in the London Metal Exchange (LME).

LK

Awfis Space Solutions has received approval from the NRC to issue additional equity shares, raising its paid-up capital to approximately INR 71.6 crore. Additionally, the NRC granted stock options to employees under the Employee Stock Option Scheme 2024 with a four-year vesting period.

LK

Bank of America Maintains a 'Buy' rating for Aurobindo Pharma, with a price target set at ₹1700. This is based on the company's expected stable EBITDA and margin expansion. The analysts also highlight potential growth in US revenue due to the Lannett deal and a 21% margin forecast as key positives.

LK
Lalit Kapoor2d ago
MCX

In Q4, Vedanta and MCX Retail Holdings experienced substantial growth in retail ownership, placing them among the top 10 stocks with the most significant increases. (The Economic Times)

LK

Mamata Machinery is set to announce its Q4 and FY26 financial results on May 29, 2026. The trading window has been closed since April 1, and it will reopen 48 hours following the announcement for designated individuals.

LK

Crest Ventures reports an increase in Q4 net profit to 84 million rupees compared to the previous year, but a 33% drop in revenue is concerning, with Q4 revenue standing at 320 million rupees.

LK

Flexituff Ventures has scheduled a board meeting on May 30, 2026, to discuss the audited financials for their fiscal year 2026. Share trading is temporarily suspended from April 1, 2026, and will reopen 48 hours after the release of the results.

LK

Effective July 29, 2026, Exide Industries and Nuvama Wealth will no longer be available for Futures & Options (F&O) trading on the National Stock Exchange (NSE). This move is due to stricter criteria set by SEBI, focusing on increased liquidity requirements and position limits.

LK

Apollo Hospitals has moved from a 'fair' valuation to an 'attractive' one due to increased price appreciation, indicating growing confidence among investors. This shift reflects optimism about the company's growth prospects within the healthcare sector.

LK

Niko has accused ONGC of falling short in the development of the KG D6 oil fields, a claim made during a court hearing over a gas theft disagreement. Moreover, Niko denies ONGC's accusations of gas theft in this ongoing conflict.

LK

Navin Fluorine International executed a significant block trade of approximately INR 34.9 crore, with each share trading at INR 7,075. This represents a substantial deal involving around 49,268 shares.

LK

RailTel has decided to cancel a ₹267 crore contract with the South East Central Railway, citing increasing costs of Optical Fiber Cables (OFC) and High-Density Polyethylene (HDPE) pipes as the primary reason for its unviability. The company has opted out of the deal due to these escalating prices.

LK

In the year 2026, mid-cap and small-cap stocks have been the standouts, with the Nifty Smallcap 100 and Nifty Midcap 100 indices showing gains of 1.5% and 1.3% YTD respectively. Notable performers in this space are HFCL (up 112.8%), BSE (up 58.7%), SAIL (up 33.5%), and Apar Industries (up 53.5%).

LK

Honasa Consumer Ltd has reported a significant 28% quarter-over-quarter increase in revenue, hitting INR 682 crore. The company aims to achieve double-digit compound annual growth rate (CAGR) over the next five years, alongside plans for expanding its profit margins by 500 basis points.

LK

Mufin Green Finance reported a significant increase in Q4 net profit, up by 185% Year-on-Year to ₹111 million. This growth was accompanied by a 59% jump in quarterly revenue, reaching ₹639 million compared to the previous year.

LK

Sun TV's Q4 profit dropped by 37.4% compared to last year due to lower revenues, reduced margins, and one-time effects. Despite a 9.7% increase in domestic subscription revenue for FY26, the company's shares ended the day unchanged at ₹517.50 on NSE.

LK

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.

LK

Nucleus has shown a modest increase in its quarterly EBIT, rising from ₹29 crore to ₹30 crore. Despite this growth, the company's margins have held steady at 13%.

LK

MosChip Tech's Q4 net profit dropped year-on-year to ₹79 million compared to ₹87 million last year, indicating a decrease in earnings for the tech company.

LK

Indo Borax announced a dividend of ₹40 per share for the fiscal year 2025-26, comprising a final dividend of ₹10 and a special dividend of ₹30. The company's revenue grew by 13% to ₹21.54 billion, with a profit after tax of ₹4.97 billion. The auditor's report remains unmodified.

LK

RateGain Travel demonstrated improved financial performance in Q4, with a 28% increase in net profit compared to the previous year, reaching 700 million rupees. This suggests a notable boost in year-on-year profitability.

LK

Lenskart has made their FY26 earnings call recording accessible online, following SEBI regulations. Interested parties can now listen to the audio on their official website.

LK

The successful IPO of Tata Capital offers a positive boost to Tata Sons, providing some relief during a period where dividends are on the decrease.

LK

Motherson's aerospace orders have surged to $1.6 billion, securing a promising 5-8 year growth trajectory. The company expects two significant deals with Yutaka Giken and Nexans to be finalized by the first half of FY27 and June/July respectively, further boosting growth through acquisitions.

LK

JKumar Infraprojects reports a 4% decrease in Q4 profits, primarily due to reduced revenue. Despite this setback, the firm plans to distribute dividends, showing resilience and commitment to shareholders.

LK

Jay Bharat Maruti's Q4 earnings show a significant improvement, with EBITDA increasing by 58% year-on-year to reach ₹910 million, and margins rising to 11.9%. This suggests stronger financial performance compared to the same quarter last year.

LK

The competitive landscape in the IT sector is shifting as AI allows mid-sized firms like Coforge and Mphasis to compete more effectively due to their agility and cost efficiency. However, these mid-caps faced a 10% decrease in large contract wins compared to FY26's growth of 12% among larger IT companies.

LK

GPT Healthcare is set to launch a new 150-bed hospital in Jamshedpur by the end of FY27, with an investment of INR 70 lakh per bed. The company aims for occupancy rates between 70% and 73% in Salt Lake, 72% to 78% in Dum Dum, 58% in Agartala, and the 50s in Howrah, as projected for FY27.

LK
Lalit Kapoor7d ago
ITC

ITC's cigarette sales have decreased by 20% between April and May, likely due to increased prices. This decline may be a result of dealers facing reduced demand due to the costlier cigarettes.

LK

Suryalakshmi Cotton Mills Ltd will soon announce their Q4 and annual results for the fiscal year ending March 31, 2026. The board is considering extending the redemption date for preference shares but has decided not to propose a dividend for the financial year 2025-26.

LK

Hindustan Oil has restarted the sale of high-grade B80 crude oil to external buyers, with discussions still ongoing regarding storage solutions at HPCL Mumbai. The company continues negotiations with HPCL for a potential resolution.