HDFC Bank experienced a decrease in foreign institutional investments (FIIs) by 3.6% in Q4 FY26, while domestic institutional investors (DIIs) increased their stakes by 3.1%. Despite this mixed sentiment, the stock ended at ₹772.45, down 12.1% year-over-year and 24.3% below its 52-week high. Notably, key domestic and global investors continue to express confidence in the bank.
Rakesh Srivastava
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Ambareesh Baliga suggests a contrarian approach during market volatility, proposing five stocks for consideration. Notably, Shakti Pumps, Sagility, Himadri, Orkla, and EMS have the potential to increase significantly, with estimated price hikes for Shakti Pumps from ₹507.3 to ₹900, Sagility from ₹41.9 to ₹54, Himadri from ₹456.1 to ₹630, Orkla from ₹602.95 to ₹756, and EMS from ₹289.75 to ₹380.
In the upcoming IT quarterly results, companies like TCS, Infosys, Coforge, and L&T Mindtree may face challenges due to AI integration and geopolitical risks. Insights on analysis and market trends are not currently available due to a paywall on the source article.
Global Vectra Helicorp's major promoters, Vectra Investment and AAA Rotor, hold a combined 75% stake as of March 31, 2026, with no outstanding debts or liens for the fiscal year 2025-2026.
Steel companies Eternal, Titan, JSW Steel, and Tata Steel are expected to experience significant profit growth of over 50% YoY in Q4, with Eternal's Profit After Tax (PAT) projected to surge by a remarkable 432%, while Titan's PAT is anticipated to increase by nearly 60%. These strong numbers indicate a promising quarter for the steel sector.
Jai Maroo has announced changes to their stake in Shemaroo Entertainment, as per SEBI's disclosure regulations (Regulation 29(1)). This move is expected to impact PAC's current holdings in the entertainment company.
The Nifty Bank index experienced a significant surge of over 1,600 points on Thursday, closing above 51,000. This rally was in response to Q4 updates from twelve constituent banks. Notably, HDFC Bank reported a 12% increase in loans, while Axis Bank and IDFC First Bank saw growth of 18.3% and 20%, respectively. Conversely, IndusInd Bank experienced an 8.7% decline in loan growth during the same period.
Grasim Industries recently paid a delayed interest of ₹68.85 crore on their ₹1,000 crore NCDs with a rate of 6.99%. The payment was slightly delayed due to falling on a non-business day, but the necessary TDS of ₹1.05 crore was deposited according to the IT Act.
Titagarh Rail is anticipated to experience a 32% growth boost, thanks to the increasing demand in passenger rail and expansion of Vande Bharat projects. On the other hand, Jupiter Wagons faces a potential 22% decrease due to slower wagon growth and overvalued market conditions, according to Jefferies' latest assessment.
Titan, Adani Power, and GPIL are currently considered bullish investments, with projected highs of Rs. 4,500 for Titan, Rs. 180 for Adani Power, and Rs. 298 for GPIL. These stocks have shown signs of growth: Titan has had a breakout, Adani Power has confirmed an uptrend, and GPIL has broken out from a triangle pattern, with Relative Strength Indicators (RSI) above 60 for all three stocks, suggesting strong momentum.
Control Print Ltd has extended its presence in Assam through a ₹861.2L investment under the UNNATI project, securing a 60-year lease. Shares of the company closed at Rs. 574.45, with an intraday range of Rs. 575.15 to 542.
J. Kumar Infraprojects secures a significant project to construct an international exhibition center in Lucknow. The contract is under the Engineering, Procurement, and Construction (EPC) model and is expected to be completed within 24 months.
Despite the broader market sell-off, Lupin, Sun Pharma, Torrent Pharma, CCL Products, and Karnataka Bank show remarkable resilience due to robust fundamentals like steady growth, strong pipelines, and strategic moves. Their performance suggests a potential for long-term leadership.
Bajaj Housing Finance witnessed a significant increase in Q4 FY26 disbursements by 23% compared to the previous year, amounting to INR 17,530 crores. Additionally, the company's assets under management expanded by 23%, reaching INR 1,40,700 crores, with loan assets at INR 1,23,740 crores.
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Grindwell Norton has been issued a demand of approximately INR 5.4 lakhs by the CGST for overstated ITC claims from FY19 to FY24. The company is currently considering potential solutions, such as an appeal, with no significant financial impact expected at this time.
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Motilal Oswal identifies key investment themes in the volatile market, noting geopolitical tensions between Iran and Israel and a depreciating rupee as factors. Their top stock picks include SBI, ICICI Bank, BEL, IndiGo, Titan, TVS Motor, Groww, Dixon Tech, with the Nifty 50 offering value at a 15% P/E discount.
Avenue Supermarts executed a significant block trade on the NSE for roughly INR 18.76 crore, with around 44,000 shares exchanging hands at INR 4246.4 each.
Investment advisor Motilal Oswal has identified TCS, HCLTech, Tech Mahindra, Infosys, and Coforge as top IT picks before Q4 results. These companies have shown resilience, strong growth, and excellent execution according to the recommendation.