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Manan Deshpande

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Poly Medicure will release their Q4 FY26 results on May 25, 2026. Investors are anticipating upcoming meetings that could impact the company's share value.

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RITES aims to reach an order book of INR 10,000 crores by the fiscal year 2026-2027, boosted by consistent daily orders and quarterly export contracts. Despite a 9.2% increase in FY26 revenue to INR 2,426 crores, the profit after tax margin is projected to narrow due to heightened competition during the bidding process in FY27.

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Gandhi Special Tubes' board has declared a dividend of INR 15 per share and plans to buy back up to 7.14% of its equity shares at INR 900 each, subject to shareholder approval. The total value of the buyback is capped at INR 78.1 crore. The Annual General Meeting (AGM) will be held on August 12, 2026, via video conferencing.

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Navin Fluorine International reaches an all-time high of ₹7,253.8 on May 25, 2026, demonstrating robust financial and technical performance. This growth suggests a promising outlook for the company's future.

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The Indian government's PLI scheme, designed to enhance seafood MSME exports, could positively impact stocks of companies such as Avanti Feeds, Apex Frozen Foods, Coastal Corporation, Mukka Proteins, and Kings Infra Ventures. This move focuses on improving infrastructure, increasing value addition, and boosting export growth within the sector.

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Dr. Reddy's completed a significant block deal worth INR 182.8 crore, with each of the 1,387,520 shares trading at approximately INR 1317.2 on the National Stock Exchange (NSE).

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Anupam Rasayan aims for robust expansion in Europe and the U.S., anticipating growth in those markets. Bliss GVS intends to broaden capacity, targeting EBITDA margins of over 20% with a ₹300 crore deal funded primarily through debt, focusing on expansion.

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The cement industry anticipates a growth of 7-8% for the upcoming fiscal year, thanks to increased infrastructure spending and urbanization. However, potential challenges due to escalating fuel costs stemming from the Middle East crisis could affect this growth projection in the short term.

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Surya Roshni reports a 24.4% drop in Q4 net profit, reaching ₹98.3 crore, despite a marginal 0.8% increase in revenue to ₹2,163.2 crore. The earnings before interest, taxes, depreciation, and amortization (EBITDA) also fell by 24%, with profit margins shrinking significantly from 9.4% to 7.1%.

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NTPC Green Energy's Q4 profits experienced a 15% drop year-on-year, settling at INR 197 crore. Despite this decrease, the company managed to post a 9.9% rise in FY26 net profit, reaching INR 522.6 crore. The board has also sanctioned issuing non-convertible debentures (NCDs) worth INR 5,000 crore.

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Mohit Industries will release their audited FY26 financial results on May 29, 2026. The trading window for the company is currently closed and won't reopen until 48 hours after the announcement of the results.

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IRAGE Brokerage Services has offloaded approximately 130,000 shares of Jindal Drilling and Industries, with an average selling price of around ₹671.7 each, according to NSE bulk trade data.

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Three companies - Ambuja Cements, Tube Investments, and Colgate - have decided to leave the BSE 100 index, indicating a potential shakeup in the top-tier stock market listings.

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Kernex Microsystems will finalize and announce their Q4 and full-year 2026 results at their board meeting on May 29th. The trading window for designated persons is closed from May 29th until May 31st following the meeting.

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TTK Prestige demonstrates robust growth with a 12.5% increase in Q4 revenues, indicating a healthy financial status. The company is planning a significant ₹500 crore investment aimed at enhancing research and development, as well as expanding manufacturing capabilities.

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Prakash Industries' Q4 net profit climbed by 3% year-over-year, reaching ₹933 million.

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Swelect Energy's Q4 earnings report shows a 15.2% increase in net profit to Rs 10.2 crore despite a 7.5% decrease in sales. The improved EPS reached Rs 6.73, contributing to an 11.4% rise in stock price over the past year, closing at Rs 645.95.

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SKM Egg Products is ramping up egg production to 620 million, in response to escalating international demands for their egg products.

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IIFL Capital has updated the notice for its Extraordinary General Meeting scheduled for June 1, 2026, due to queries from the National Stock Exchange about their proposed preferential issue. The revised details of the meeting have been disclosed.

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Cement manufacturers face an approximate 300 rupee per tonne increase in costs due to inflation, potentially leading to price hikes. This is attributed to escalating input and logistics expenses. Adani's acquisition of Dalmia Bharat aids Ambuja in expanding its influence in Central India, however, the increased competition might put pressure on margins.

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The Supreme Court has fined Talwandi Sabo Power a substantial sum of ₹127 crores along with additional charges, overturning an earlier ruling that had been in their favor. This decision creates a significant financial burden for Punjab State Power Corporation Ltd.

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The Sensex and Nifty ended slightly down as gains in real estate were offset by declines in IT and FMCG sectors. Honeywell saw a surge of nearly 15% due to strong Q4 earnings, while Ola Electric faced a dip of about 4% due to weak results.

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Nykaa's stocks reach a new high, driven by optimistic investors anticipating an upward trend. However, caution is advised as skeptics point out the possibility of corrective risks in the future.

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Xpro India has announced a dividend of INR 2 per share for the fiscal year 2026, following a successful review of their audited standalone and consolidated financial results for FY 2025-26. The board's decision was made during an extended meeting that ran from 1:45 PM to 6:30 PM, with the auditors offering an unmodified opinion on the company's financial performance.

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Advait Energy will announce their Q4 and full year 2026 results on May 27. The trading window closes on April 1 and reopens 48 hours following the results announcement.

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MIRC Electronics posted a significant increase in Q4 net loss to ₹474M, marking a stark contrast from the ₹12M profit of the previous year. Revenue also dropped by 30% YoY, falling from ₹2B to ₹1.4B in the same period.

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Apollo Tyres, Kaynes, Tata Capital, and United Breweries all reached their lowest points in a year on the BSE. Kaynes experienced a steep 27% drop due to subpar Q4 earnings. Tata Capital's share price languishes 9% below its issue price, but analysts remain optimistic about future profitability. Apollo Tyres struggles with margin pressures from escalating raw material costs.

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Samvardhana Motherson International Ltd has increased its dividend payout for the fiscal year 2026 to ₹0.60 per share, higher than last year's ₹0.57. The Annual General Meeting will take place on July 30, 2026, following the release of audited Q4 and FY2026 results.

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Today, notable stocks experiencing activity include SPARC, Omaxe, Mastek, JSW Energy, Jindal (India), ITC, and Lyka Labs. Additionally, Airfloa Rail and Transformers & Rectifiers are also attracting attention among investors.

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Cantabil Retail India aims to reach a revenue of INR 1,000 crore by the fiscal year 2026-27, primarily through the expansion of 100 new retail stores nationwide.

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It appears Trent may be removed from the Sensex index due to a decrease in its free float market cap. Potential replacements could be Hindalco or Shriram Finance, with significant passive inflows of $366 million and $445 million respectively.

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Mankind Pharma emphasized their strategic focus during the Q4 conference call, shifting attention towards specialized chronic business operations and research & development initiatives.

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Karnataka Bank shows an impressive 8% growth in loans quarter-on-quarter, reaching Rs. 83,340 crore. The bank also reports a significant decrease of 54 basis points in GNPA to 2.78%, with CASA deposits rising by 11% to Rs. 36,560 crore. This positive development demonstrates the bank's successful growth and improvement in asset quality.

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Thangamayil Jewellery has been revalued as 'fair', indicating a strong performance for the company. Their current value of Rs 3539.2 presents more appealing metrics compared to both their historical averages and similar firms in the market.

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Knowledge Marine & Engineering Works experienced a notable surge of 7.9% on May 18, 2026, reaching Rs 2147.7. This outperformance indicates robust market sentiment towards the company, with bullish technical signals remaining consistent.

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Coforge's shares closed at Rs 1407.2 on May 19, and a significant number of call contracts (12,159) were bought at the Rs 1400 strike price. This near-the-money activity coincides with a 4.75% gain in the cash market, indicating growing investor interest and potential positive sentiment for the company.

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Nomura observes that Foreign Institutional Investors (FIIs) show preference for large private banks such as ICICI, Axis, and KMB due to their earnings predictability, yet express caution towards state-owned banks. In the mid-tier segment, Federal Bank and IDFC First Bank are preferred, but their deposit growth could hinder Net Interest Margin (NIM) recovery due to macroeconomic pressures.

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Afcons Infrastructure reported a Q4 profit of ₹89 crore in FY26, bringing the total annual profit to ₹251 crore. The company's revenue for the fiscal year was ₹12,322 crore, and the order book currently stands at an impressive ₹32,496 crore. However, the EBITDA margin has experienced a decline in FY26.

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BlackBuck's Q4 pre-tax profit dipped to INR 400 million compared to last year, marking a year-on-year decrease from INR 423 million.

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The National Company Law Tribunal's decision on Vedanta's demerger may influence the average cost for shareholders. It's advisable for investors to evaluate how this ruling affects their respective holdings in Vedanta.