The Quad nations' rare earth supply chain partnership announcement has led to a 5% surge in GMDC's share price, aiming to decrease reliance on China. With shares trading at Rs 685.65, this move could further strengthen GMDC's growth potential, as seen by its impressive 820% increase over the past five years.
Prakash Shah
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Arvind Ltd sets a new record high at Rs 499.6 on May 26, 2026, indicating a positive trend in the garment apparel industry. The company's continued success suggests growing strength within the sector.
Motilal Oswal has recommended investors to buy shares in LTM, currently trading at ₹3,991.8 as of May 25, indicating potential growth opportunities for the stock.
LG India received an expanded eligibility certificate worth INR 881.9 crore, securing incentives like SGST refunds, duty exemptions, and power subsidies until April 2040. These benefits are for investments made between November 2017 and October 2025.
Amara Raja and CONCOR reported disappointing Q4 earnings, according to ET NOW's analysis, which highlights the need for closer examination of key performance indicators and potential challenges faced by both companies.
KKCL's CEO, Pankaj Jain, reveals strategic growth initiatives spanning the next three years, covering crucial growth drivers and significant decisions. Details can be found in the full interview linked with ET NOW.
V Mart and KKCL are grappling with squeezed profit margins as soaring crude oil prices lead to higher fabric costs, potentially causing a surge in yarn and sourcing expenses. Executives anticipate these effects to become more pronounced in the near future.
Sundaram Brake experienced a significant increase in its Q4 EBITDA, reaching ₹85 million compared to ₹34 million last year, representing a 157% year-on-year growth. The company also saw an improvement in profit margins, with the EBITDA margin climbing up to 9.4%.
CLSA continues to recommend NTPC as an Outperform with a target price of ₹459, expecting a significant 18% growth in PAT by FY26. The optimistic view is driven by NTPC's ambitious $31 billion capex plan for the years FY27-29 and improvement in return on equity due to energy transition efforts.
Despite an exceptional loss of INR 30.8 crore, HBL Engineering managed to declare a dividend of Re. 1 per share for the fiscal year 2026, thanks to a substantial increase in turnover from INR 1946.1 crore in FY25 to INR 3251.8 crore in FY26, with Profit After Tax (PAT) reaching INR 796.8 crore.
Leading companies saw significant growth: Reliance surged by ₹24,697 crore, boosting the combined market capitalization by ₹74,111 crore. ICICI Bank and TCS registered gains, but Bharti Airtel and SBI faced valuation decreases amidst market volatility.
Dhruv Consultancy Services has landed a significant consultancy contract for an upcoming 6-lane elevated corridor in Maharashtra, valued at approximately INR 8 crores over a distance of 4.95 km.
Shah Metacorp has invested 26% in Strike Eco Grid and allocated a $200K fund for its US division, also granting Mehul Raval Associates the role of secretarial auditor. Additionally, they've extended a $200K loan.
Microcurves Trading has acquired approximately 3 million shares of Honasa Consumer, with an average purchase price of INR 392.1 per share.
Southern Petrochemicals reported a significant 23% year-on-year increase in Q4 EBITDA, reaching ₹454M. The improved earnings margin rose to 7.78%, marking a substantial 2.87 percentage point boost over last year.
Oil India has discovered substantial natural gas reserves in the Dandewala Field of Rajasthan, with a flow rate of 25,000 Standard Cubic Metres per Day (SCMD) at a depth of 950 meters. The discovery was made in the Sanu Formation, which is estimated to hold around 75 million cubic meters of gas, significantly boosting the potential of this field.
Goldman Sachs has increased its target price for Nykaa to ₹255 while maintaining a 'Neutral' rating. This suggests a cautious optimism towards the company's future performance.
Samhi Hotels has announced plans to open a new 135-room Marriott hotel in Tamil Nadu and will invest ₹1.5 crore towards a solar project, also expanding its portfolio by acquiring a 49% stake in a clean energy firm.
Larsen & Toubro conducted a significant block trade on the NSE, selling 48,795 shares at around Rs. 3,941.3 per share, resulting in a transaction value of roughly INR 19.23 crore.
GMM Pfaudler experienced a 10% revenue increase in FY26, reaching INR 3,524 crores, with India leading the charge with a robust 40% Profit After Tax (PAT) growth. Additionally, Europe underwent restructuring efforts, including the establishment of a new facility in Poland.
Indian IT giants such as Infosys, TCS, and LTIMindtree have experienced a 33% YTD drop amid concerns over AI disruption, weak earnings, and global economic pressures. However, analysts find attractive valuations in these stocks despite AI uncertainty. They favor Tech Mahindra, Coforge, and HCL Tech for their stronger deal visibility.
PI Industries' earnings disappoint, causing a decline in its shares, while Mankind Pharma experiences growth due to strong earnings. Meanwhile, Godawari Power, Karnataka Bank, and Dredging Corp have all seen an increase in their shares, following robust results.
Britannia Industries executed a significant block trade on the National Stock Exchange (NSE), amounting to approximately INR 108 crore, or around $14.7 million USD, with each share trading at roughly INR 5,360. This indicates strong investor interest in the company.
Siyaram Silk Mills has shared its Q4 financial results, highlighting notable figures for the quarter. Stay tuned for more updates.
Rajshree Sugars & Chemicals Ltd has announced Q4 revenue of ₹18.9 crore and a net profit of ₹31.6 crore for FY26. The earnings per share were recorded at ₹9.55, with the results being approved in a recent board meeting on May 20, 2026.
Goldman Sachs maintains a positive outlook for Lenskart, boosting their target price up to ₹625, encouraging investors to consider purchasing shares of the eyewear company.
The global oil market is experiencing a dip, with Brent crude falling 0.25% to $111 and WTI decreasing 0.21% to $103.9. This drop may have implications for Indian Oil Corp Ltd due to uncertainties in US-Iran relations.
The companies ITC Hotels, GM Breweries, Pearl Global, and AVG Logistics have announced their plans for dividends and rights issues in May 2026. GM Breweries will distribute ₹9 per share, Pearl Global - ₹8.5, ITC - ₹1. Notably, AVG Logistics is planning a rights issue to raise approximately ₹52.9 crore.
Yasho Industries plans to achieve a revenue of INR 1,500 crores and a 20% EBITDA margin by fiscal year 2028, marking ambitious growth targets for the company.
Godawari Power's Q4 earnings showed a significant increase, with EBITDA reaching ₹4.5 billion, up from ₹3.25 billion year-over-year. The company also experienced an improvement in margins, reaching 28%.
The Nifty index is finding resistance at its 50-day moving average, with the IT sector showing a 6% growth. Pivotal results from companies like Apollo Hospitals, Grasim, BEL, BPCL, and IRB Infra are expected to shape market direction.
Dredging Corp reports a significant surge in Q4 profits, reaching ₹87 crores compared to a ₹25 crore loss last year, along with a revenue growth of 73.2%. The company aims for a turnover of ₹1,500 crores by FY27, causing shares to increase by 14.8% to ₹994 on the NSE today.
Sambhaav Media significantly improved its financial performance in Q4, reporting a net profit of 3.9 million rupees compared to a loss of 0.3 million rupees last year. The company also experienced a 15% increase in revenue, reaching 125 million rupees.
ZEE Entertainment's share price has decreased by more than 5%, possibly due to investor disappointment with the company's fourth-quarter earnings results. The exact reasons for the dip in performance are yet to be fully understood and may be clarified through a further analysis of the quarterly report.
Cohance Life's shares have experienced an 8% decline, returning to levels not seen since their recent peak. This downward trend may signal a potential change in investor sentiment towards the company.
Today, several stocks are generating interest, such as Adani Group, JSW Cement, Eicher Motors, Vascon Engineers, Captain Polyplast, Veerhealth Care, and Natco Pharma. These companies' performance is drawing attention from investors.
On May 25, 2026, HMA Agro Industries will hold a board meeting to approve the audited financial results for FY26. The trading window for HMA Agro shares will be closed from April 1, 2026, until 48 hours after the results are announced.
KP Energy has reported a significant 57% year-on-year revenue growth for FY26, reaching an impressive ₹1,505.5 Cr. This surge is attributed to successful project execution and strategic accomplishments. Notably, the company installed India's first 4.2 MW wind turbine in South Gujarat and secured a CERC interstate electricity trading license, positioning KP Energy for future growth.
Bharti Airtel has experienced a breakout from a descending wedge pattern, marking a significant reversal as it regains its 200-day moving average. This movement was accompanied by increased trading volume, indicating strong investor interest and potentially setting the stage for further gains.
HDFC Asset Management Company (AMC) disclosed a recent cybersecurity incident on May 16th. They've immediately implemented containment measures to address the issue. Fortunately, their business operations remain unaffected according to HDFC AMC.