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Sudhir Shukla

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DMart's stock increased by 4% following a robust Q4 performance, but JM Financial expresses concerns about the current risk-reward ratio, suggesting caution despite the recent market rally.

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Despite a remarkable expansion of over 50% in the last two fiscal years, India's air traffic growth is projected to decelerate to just 3% in FY26, indicating a potential slowdown in the aviation sector.

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NMDC surges by 4% due to a rise in iron ore prices, indicating increased demand or production costs. Meanwhile, Eicher Motors experiences a slight dip of almost 1%, potentially indicating market uncertainty or a shift in investor sentiment.

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Diamond Power secured orders worth INR 163 crore from the Adani Group, with notable orders coming from Adani Power (INR 43.3 crore) and Adani Electricity (INR 100.5 crore). The company's Q3 FY26 net profit surged by an impressive 693% to INR 49.72 crore, attributable to a strong sales growth of 54.2%, reaching INR 474.08 crore.

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Yes Bank has appointed Vinay Tonse as the new Managing Director (MD) and Chief Executive Officer (CEO). Tonse is set to lead the bank going forward.

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Swiggy, Nykaa, and Eternal report impressive revenue growth in Q4 FY26, with Swiggy's sales up by 21.6% and Nykaa's by 26%. On the other hand, Bharti Airtel and Jio anticipate steady growth, but Vodafone Idea could face subscriber losses due to challenges ahead. The 5G rollout and debt updates are crucial factors to watch out for.

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Aeroflex Enterprises Ltd has released its promoter shareholding report for the fiscal year 2025-26, according to SEBI regulations. SAT Invest maintains a significant stake of approximately 5 crore shares, while A Flex Invest holds around 75 lakh shares with no reported encumbrances.

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Sudhir Shukla5d ago
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L&T shares have plunged by 22% due to the Iran conflict, marking their entry into a bear market. Despite this setback, Macquarie remains optimistic and has set a bullish target price of ₹4,910, whereas UBS maintains a neutral stance with a lower target of ₹4,150.

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Axis Securities maintains a target of 28,080 for the Nifty, emphasizing on quality and sustainable earnings. They have added Kotak Bank, Eternal, and Nestle India to their top investment choices, while removing Mahanagar Gas, HDFC Bank, and Prestige Estate from preferred positions.

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Marico reports a high single-digit increase in volume sales for Q4, specifically in India. The company aims to achieve double-digit growth by Fiscal Year 2027, partly due to anticipated improvements in margins as a result of lower copra prices.

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The cost of tires is increasing due to escalating expenses linked to crude oil, leading JK Tyre to increase their prices by around 2-3%. CEAT and Balkrishna Industries have also followed suit with a price hike, while exporting faces strain due to geopolitical and shipping challenges.

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Hindustan Construction Company maintains a stable outlook for the fiscal year 2025, according to CARE Ratings. The ratings agency has also preserved its ratings for Non-Convertible Debentures (NCDs) and Other Certificates of Deposits (OCDs), despite reductions in the rated amounts.

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On April 1, 2026, Lloyds Metals & Energy, a mid-cap ferrous metals company, experienced a significant surge of 5.4%, outpacing the Sensex by 3%. This impressive performance suggests a potential shift in momentum for the firm.

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Baazar Style Retail Ltd has been fined INR 1.3 lakhs by the Legal Metrology authority due to labeling issues with their products. Despite this fine, the financial impact on the company is insignificant.

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Berger Paints is increasing its prices by 5-10% starting April 9, following a similar move by Asian Paints. This decision comes due to escalating costs of raw materials linked to crude oil, and the paint industry is experiencing margin pressure as a result of global energy volatility.

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Tube Investments has finalized a purchase of 5.45% stake in TIVOLT, amounting to Rs. 30 crore, thus gaining full ownership over the company following the acquisition of an additional 3 crore equity shares.

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Utkarsh Small Finance Bank has successfully offloaded non-performing MFI loans to Asset Reconstruction Companies (ARCs) using the Swiss Challenge method, marking the completion of the portfolio transfer process for these stressed unsecured accounts.

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FMCG companies face margin pressure due to increased costs, geopolitical issues, and a weak rupee. In response, they are planning price increases for their products starting in April, with an initial hike of around 3-4%. This move comes as urban FMCG value growth experienced a significant contraction of 4-5% in March.

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The Bank Nifty experienced a 2% decline due to a drop in shares of major banks like Axis, Kotak, and IDFC First following the Reserve Bank of India's (RBI) decision to cap daily net open rupee positions at $100 million by April 2026. This RBI rule has triggered an unwinding process in the market.

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Monarch Infrapark boosted its ownership in Monarch Networth Capital by purchasing 50,000 shares, now holding a 6.17% stake. This transaction took place on March 27, 2026, with the total voting capital remaining constant.