Hindalco is set to reopen the Novelis Oswego plant next week, signaling a resumption of operations. The company's optimism in its copper exploration ventures continues to grow, with recent findings showing promising results.
Kapil Mathur
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Aarti Pharmalabs experienced a significant decline in Q4 profits by 31%, even with steady revenue figures. This dip resulted in a near 4% drop in the company's stock price at the beginning of trading on May 26, 2026.
Quadrant Future Tek's latest innovation, Kavach 4.0, has been approved by Indian Railways for final testing. This step brings us closer to commercial deployment, enhancing the safety measures in railway travel.
Suzlon Energy reported a 6% decrease in its Q4 profits compared to last year, with earnings amounting to INR 1,114 crores. However, the company's revenues showed a robust growth of 45%.
According to JM Financial, strong Q4 performance by Nykaa may lead to an estimated 22% increase in its share price. Investors could potentially see substantial growth in their Nykaa investments.
Reliance reports a revenue of Rs. 11.76 lakh crore in the fiscal year 2026, with consumer businesses accounting for nearly half of the EBITDA. The company's focus remains on expanding digital services through Jio, retail and FMCG growth, green energy, and AI infrastructure to foster long-term growth across various sectors.
Uniparts India experienced a significant 15.9% jump in its share price, reaching Rs 648 on May 26, 2026. This surge seems to be driven by overall market momentum and technical factors rather than any specific events.
Fortis Healthcare, a leading healthcare provider, aims to expand its presence in India through acquisitions, brownfield projects, and focusing on specialty care in both northern and southern regions of the country. The strategy has proven effective, with a 17.3% increase in revenue for FY26, reaching INR 9,128 crore. This growth was particularly notable in diagnostics (up 21%) and international patient revenue (up 18.5% to INR 639 crore).
Global Health, operator of Medanta hospital, aims to boost growth through expansion, increasing bed capacity by 13% by FY27 at an estimated investment of ₹4,500 crores. This growth strategy will be primarily funded by internal resources and strategic debt, aiming for a total bed count of 6,855 beds by FY30.
JK Cement's Q4 results show a 12% year-on-year increase in overall volume, with grey cement up by 14% compared to the previous quarter. Despite this growth, earnings before interest, taxes, depreciation, and amortization (EBITDA) per ton fell due to rising costs and realizations, keeping net debt steady at approximately INR 3,370 crores.
United Drilling Tools reported a significant 20% increase in Q4 profits for FY26 compared to the previous year, reaching INR 4.67 crore. The company also saw a 42% rise in revenue during this period. In addition, they have proposed a final dividend of INR 0.60 per share for FY26.
The Nifty could potentially remain range-bound due to weak participation from individual stocks, such as Amber and Tata Communication among others, according to Sudeep Shah's analysis reported by ETMarkets.
Hind Rectifiers has made their Q4 FY26 earnings call transcript accessible online as of May 18, 2026, in line with SEBI Regulation 30 requirements. Interested parties can find it on the company's website.
The telecom regulator TRAI and the government are investigating Bharti Airtel's new priority plan for postpaid users, which promises enhanced network quality, according to industry reports.
Hemisphere Properties India Ltd has faced a downgrade to 'Below Average' quality due to persistent issues with profitability and growth. Despite a 2.9% price increase, the company's current standing still suggests a potential sell recommendation, as indicated by a Sell mojo grade of 33.0.
Nibe Ltd will convene a meeting on May 29, 2026, to assess their audited financial results and decide on a possible dividend payout. In accordance with SEBI's insider trading regulations, the trading window will remain shut for 48 hours following the release of results.
Morgan Stanley anticipates a potential surge in Titan's share price, predicting it could reach approximately ₹5,182. Given its strong growth potential, Titan, part of the Tata Group, is widely recognized as a robust compounder among analysts.
Allcargo Terminals shows a significant increase in Q4 EBITDA, reaching ₹428 million compared to ₹335 million in the same quarter last year. The improvement in earnings margin is also notable, rising to 20.6% from 18.03%. This suggests a strengthening financial performance for the company.
Tata Steel has successfully repaid ₹250 crore in commercial paper, as per the guidelines set by SEBI for non-convertible securities, on May 21, 2026. This action demonstrates Tata Steel's commitment to adhering to regulatory standards.
Yuga Stocks has offloaded approximately 1.14 lakh shares of NIBE, with an average selling price of around ₹1388.95 each on the National Stock Exchange.
Colgate's Q4 earnings could be impacted by tightening margins, causing unease among investors due to potential profitability concerns.
Peninsula Land Limited has been assigned a 'BBB/Stable' rating by Infomerics for a loan of INR 278.9 crore from Bank of Maharashtra, indicating the loan's credit quality is considered stable.
Engineers India has announced a dividend of ₹2.50 per share for the fiscal year 2026, while its financials were approved by the board. However, auditors have flagged potential issues with unbilled revenue and trade receivables, indicating possible concerns about outstanding payments.
ICRA's Q4 revenues increased by 28.4% year-on-year, hitting a new high. The board decided to distribute a combined total of ₹140 per share as dividend (comprising a final dividend of ₹105 and a special dividend of ₹35).
Emami's shares have dropped due to missing Q4 earnings targets and a lackluster performance in their summer product offerings.
Talbros Automotive Components has released its Q4 financial results, highlighting significant data points for investors. Keep an eye on these numbers as they indicate the company's performance in the last quarter of 2022.
Transrail Lighting, a prominent company, has been hit with a significant tax demand of approximately 8.23 crores under the CGST/TNGST Act. Additionally, they are facing a penalty worth 42.74 crores. The company intends to challenge this order by lodging an appeal.
Eris Lifesciences has experienced a substantial 111% increase in its EBITDA, reaching Rs. 29.7 crore year-on-year. The company anticipates the introduction of an obesity-focused product line in the fiscal year 2026-2027 (FY27).
Symphony is increasing its prices effective July 1, driven by a surge in demand for coolers amid the returning heatwaves across India.
Bella Casa will hold a board meeting on May 26, 2026, to approve their Q4 and FY26 financial results. Trading in their shares will be suspended from April 1, 2026, as per SEBI regulations, with the results to be released post the meeting.
MapmyIndia announced a 3.9% increase in Q4 profits, reaching INR 50.93 crore with revenue at INR 145.04 crore. Notably, the EBITDA margin improved by 460 basis points year-on-year to 44.6%, while the PAT margin grew by 230 basis points to 31.3%. Shareholders can anticipate a dividend of INR 3.50 per share.
According to CNI InfoXchange, the Nifty 50 is expected to reach 42,000 by December 2028, driven primarily by a projected 25-30% annual growth in corporate earnings. This optimistic forecast is attributed to factors such as GDP growth exceeding 7-8%, strong liquidity, and the performance of key players like HDFC Bank, ICICI Bank, Reliance, and IT sector.
The Bombay Stock Exchange (BSE) has experienced a 7% increase in share prices within two days due to the anticipation of its inclusion in the Nifty50 index. There are rumors that Wipro may exit the Nifty50 to allow for BSE's entry, fueling market speculation. [The Economic Times]
Max Healthcare's annual earnings per share (EPS) increased by 13%, with revenue reaching ₹81 billion in the last year, marking a 24% growth. The company's insiders hold a substantial ₹245 billion stake, ensuring their interests align with those of shareholders and potentially boosting future growth prospects.
Borosil's Q4 net profit saw a slight decrease to ₹106 million compared to last year, but revenue rose significantly to ₹2.84 billion.
Subros' Q4 profit increased by 6.8%, reaching ₹49.3 crore, but the company experienced a dip in EBITDA margin from 10.2% to 8.8%. Despite proposing a ₹3 dividend, the stock price fell by 2.6% to ₹728 on BSE.
GIC Housing Finance has seen a significant increase in loan sanctions by 32% to ₹2,527 Crore and disbursements up by 29% to ₹2,299 Crore. However, the company's Profit After Tax (PAT) decreased by 4% to ₹154 Crore, accompanied by a rise in gross non-performing assets by 31%. The loan portfolio has grown by 7% to ₹11,235 Crore.
The Nifty Next 50 portfolio might see new additions such as Wipro, Polycab, Hitachi Energy, Indian Bank, and ICICI Pru AMC, potentially attracting around $212 million in investments. Conversely, the exit of companies like Indian Hotels, REC, Shree Cement, Zydus Lifesciences, and Lodha may lead to a possible outflow of approximately $202 million, according to Axis Capital's analysis.
Monte Carlo Fashions significantly boosted its Q4 earnings before interest, taxes, depreciation, and amortization (EBITDA) by nearly four times year-over-year, reaching ₹258M. The company also saw an improvement in margins, rising to 9.2% compared to the previous year's 2.9%.
Jefferies continues to recommend buying JSW Energy, with a target price of ₹675, due to the positive impact of monetizing stakes in JSW Steel on their financial leverage. The investment firm highlights the upcoming commissioning of a 250MW capacity by FY27 and revised profit after tax estimates for FY27-FY30, which have increased by 3-6% thanks to a stronger balance sheet.