KM

Kapil Mathur

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KM
Kapil Mathur22h ago
BPCL

IOC and BPCL have postponed their scheduled refinery maintenance to maintain fuel supply, due to tensions in the Strait of Hormuz. To meet increased demand, India has boosted LPG production by 40%, securing over half its daily needs through imports.

KM
Kapil Mathur22h ago
DCMS

DCM Shriram earns an ESG rating of 63 for the fiscal year 2025, indicating a decent commitment to environmental, social, and governance (ESG) practices. Notably, this evaluation was conducted on a voluntary basis by NSE SRA without direct company engagement, with further details available on DCM Shriram's official website.

KM
Kapil Mathur22h ago
SOBH

Nuvama advises buying Sobha Limited shares with a predicted price of Rs 1,631, suggesting a potential increase of 41%. This recommendation follows strong FY26 pre-sales for Sobha, totaling Rs 8,140 crore and boosted by Bengaluru's 55% contribution. (Financial Express)

KM
Kapil Mathur22h ago
MAHA

Banks are expected to perform well in Q4, with HDFC Bank, Bank of Baroda, Bank of Maharashtra, and Indian Bank being top picks by SBI Securities. The IT sector is seen with limited downside potential, while opportunities in AI are emerging, but oil marketers should exercise caution.

KM
Kapil Mathur22h ago
WAAR

Waaree Energies expands its solar production, launching four new lines capable of producing 3000 MW annually at a new facility in Kutch, Gujarat, marking their commencement on April 6, 2026.

KM

Utkarsh Small Finance Bank reported a significant increase in secured loans for Q4 FY26, accounting for 51% of the portfolio compared to 43% last year. The bank also saw an improved Current Account Savings Account (CASA) ratio to 24%, and a decrease in bulk deposits by 40%. As a result, the stock traded at Rs. 11.78, with an intraday high of Rs. 11.85.

KM

ONGC effectively managed a fire incident at the Mumbai High platform, successfully stabilizing the situation.

KM

AU Small Finance Bank experienced significant growth in Q4 FY26, with deposits jumping by approximately 23% compared to the previous year, totaling nearly 1.5 trillion INR. Similarly, advances grew by around 25%, demonstrating robust expansion in lending activities.

KM
Kapil Mathur3d ago
PNB

The Indian government retains a significant 70.08% ownership in Punjab National Bank, and no pledges have been made on the shares according to recent reports. As per SEBI's regulations for FY2026, there is currently no disclosure of collateral on the promoter's stake.

KM

Axiscades, an Indian technology firm, has established a new UAE-based unit called AXISCADES Technologies Aviation Equipment Engineering Services LLC. This subsidiary aims to capitalize on the local aerospace market with an initial investment of 150,000 dirhams. The move demonstrates Axiscades' commitment to tapping into the opportunities available in the UAE aerospace sector.

KM

The Groww Value Fund has adjusted its investment strategy, with a focus on increasing equity investments to between 80-100%, while decreasing the debt allocation to 0-20%. This new composition will be implemented starting from April 1, 2026.

KM

The Nifty Bank index has experienced a significant decline of 16% over the past five weeks, with eight banks now in bear territory. Notably, IDFC First Bank and YES Bank have dropped by 31% and 26.5%, respectively. State-owned banks also faced heavy selling, as evidenced by a 20% decrease in the Nifty PSU Bank index. This selling spree is likely due to rising yields and inflation concerns negatively impacting market sentiment.

KM

The Nifty Bank index has experienced a significant decline of 16% over the past five weeks, with eight banks now in bear territory. Notably, IDFC First Bank and YES Bank have dropped by 31% and 26.5%, respectively. State-owned banks also faced heavy selling, as evidenced by a 20% decrease in the Nifty PSU Bank index. This selling spree is likely due to rising yields and inflation concerns negatively impacting market sentiment.

KM

The Dubai Financial Services Authority has initiated actions against HDFC Bank, with further details outlined in the comprehensive report. Stay tuned for updates on this developing story. [ScoutQuest]

KM

Infosys is set to release Q4 results and their FY27 outlook on April 23, anticipating a double-digit increase in both profit and sales. Analysts predict a revenue growth of 2-5% for FY27, with margins ranging between 20-22%. The focus will be on securing new deals, assessing the potential impact of geopolitical events like Iran's nuclear program, and exploring opportunities in artificial intelligence.

KM

DAM Capital has recommended buying cement stocks due to anticipated price increases of Rs. 30-50 per bag and favorable valuations, potentially leading to a 7.4%-21.9% increase in shares for companies like UltraTech Cement, JSW Cement, Shree Cement, Ambuja, Dalmia Bharat, and Nuvoco.

KM

Nagreeka Capital's primary shareholders confirm no financial obligations or pledges (encumbrance) for the fiscal year 2025-2026, as per SEBI guidelines. The disclosure, dated April 2nd, 2026, outlines the list of related parties working together (acting in concert).

KM

Adani Power, Cochin Shipyard, Hyundai Motor India, among others, will now be available for trading in the Futures & Options segment as of April 1. Conversely, HUDCO, Piramal Pharma, Tata Technologies, and Torrent Power have withdrawn from the F&O market, with differing stock lot sizes per company.

KM

Indian Bank's open interest has significantly surged by 10.5%, indicating a potential shift in market sentiment or increased trader engagement. This development points towards enhanced trading activity within the bank's securities markets.

KM

South Indian Bank reported a 17.5% year-over-year increase in CASA deposits and a rise in the CASA ratio to 32.1% for Q4, contributing to a 15.7% advance in loans to ₹1.01 lakh crore. This positive update led to an uptick in the bank's share price by 6%, closing at ₹36.2, yielding a strong one-year return of 53%.