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Rajiv Tiwari

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Rajiv Tiwari21h ago
TEXR

Texmaco Rail has secured a substantial ₹39.3 crore contract from Southern Railway for the installation of 25KV Overhead Electrification (OHE) systems, with a target completion date set over the next 36 months.

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Rajiv Tiwari21h ago
SENC

NK Securities purchased a significant number (128,120) of Senco Gold shares at an average price of approximately ₹323 each. This move indicates potential confidence in Senco Gold's future performance.

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Rajiv Tiwari21h ago
IDBI

The Indian government might reconsider the sale of its stake in IDBI Bank as the initial bids received were lower than the anticipated target of around ₹40,000 crores.

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Rajiv Tiwari21h ago
IRFC

The Indian Railway Finance Corporation (IRFC) has sanctioned a 1,000-crore loan to a Maharashtra power utility company for the upcoming fiscal year (FY27). This move aims to support the power sector in Maharashtra.

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Rajiv Tiwari21h ago
UNIO

Public sector banks (PSU) have drawn attention from investors following Q4 updates, showing a consistent increase in deposits and advances. Among them, Bank of Baroda, Punjab National Bank, and Union Bank reported year-on-year and quarter-on-quarter growth. However, Bank of Baroda slightly dipped by 0.8%, while Punjab National Bank saw an improvement of 0.4%. Union Bank registered a gain of 0.6% in this period.

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The potential US implementation of a 100% tariff on imported pharmaceuticals could pose a significant disruption for Indian contract development and manufacturing organizations (CDMOs) such as Piramal Pharma, Glenmark, and Sun Pharma. This could lead to market uncertainties for these key players in the pharma industry.

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HDFC Bank shares have dropped by 25% year-to-date, reaching a low of ₹751 due to leadership changes and the AT1 bond controversy. Analysts attribute this underperformance to post-merger adjustments, margin compression, and global pressures, with recovery remaining uncertain around the ₹740-750 mark.

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AU Small Finance Bank saw a significant increase in deposits by 22.8%, totaling approximately 1.53 trillion Indian rupees year-over-year. Their loan portfolio also expanded, growing 21.3% YoY to around 1.40 trillion INR, including securitized loans.

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In a fierce competition, Adani wins the JAL bid with a substantial ₹6,000 crore upfront payment. Despite Adani Enterprises experiencing a 20.5% decline in the past year, analysts are optimistic about Vedanta's 41% growth and favor its bullish trend over Adani's recent downturn.

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Nomura has raised concerns about margin pressures for oil marketing companies (IOCL, BPCL, HPCL) due to rising prices of ATF and LPG, along with subsidy burdens. On the other hand, Petronet LNG is expanding its capacity to 22.5 mtpa, while Reliance Industries' SEZ refinery has been exempted from windfall tax, boosting their margins.

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IDBI Bank, one of four mid-cap stocks, exhibits a positive outlook on the National Stock Exchange, with the White Marubozu pattern suggesting a potential increase in share prices as per a technical analysis by StockEdge.

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Sun Pharma experienced a 6% drop in share prices on April 2 due to concerns over potential US tariffs affecting drugmakers. Given that approximately one-third of their sales originate from the US, these tariffs could pose a significant challenge for the company.

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Banks like HDFC, ICICI, and IDFC First are set to unveil their Q4 FY26 results and dividend declarations in April. Key focus areas will be Net Interest Margin (NIM), asset quality, credit demand, and readiness for regulatory challenges given the global environment.

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Thermax has been penalized with a Rs 1.52 crore customs duty and IGST fine due to the 2020 fire at their Dahej SEZ facility. The company intends to appeal against this penalty, which was issued by Ahmedabad Customs on April 1, 2026.

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The GST department has requested a payment of INR 5.75 crores from Bajaj Electricals due to an ITC discrepancy in the fiscal year 2020. The company is considering legal action and there are currently no apparent operational or financial implications reported.

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NTPC is set to launch 37.5 MW of solar and 13.2 MW of wind energy capacity in Gujarat starting April 2nd, 2026, expanding its renewable energy portfolio.

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Prime Focus is undergoing a restructuring process, with Brahma India swapping loans and preference shares for equity in PFT US. This strategic maneuver simplifies their financial obligations without the need for additional capital injection.

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UTSAH Engineering has offloaded approximately 2.2 million shares of Hilton Metal Forging at an average price of Rs. 26.85, indicating a significant transaction on the National Stock Exchange.

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Hindware Home Innovations has experienced a ratings downgrade from CARE Ratings, following poor financial performance in FY25 and 9MFY26. This decision is partially attributed to the ongoing restructuring process, including demerger and amalgamation plans, which have put the ratings on watch.

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Investment firm Emkay is optimistic about SAIL and Jindal Steel in the ferrous sector, as well as Vedanta in the non-ferrous sector, due to escalating steel prices resulting from geopolitical tensions. Moreover, supply disruptions have positively impacted aluminum, with Vedanta anticipated to profit. Despite a 11% decline in the Nifty Metal index since March 2026, it demonstrates a robust resilience.