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Adani Ports Q4 Results: The company reported a 10% increase in consolidated net profit to Rs 3,329 crore for the March-ended quarter, with revenue growing 26% year-on-year to Rs 10,737 crore. The company surpassed its FY26 guidance, handling over 500 MMT of port cargo and recommending a dividend of Rs 7.50 per equity share.
Vedanta shares adjusted sharply post demerger, reflecting exclusion of four business units. While strong Q4 earnings and broker targets indicate upside, analysts remain divided. Some recommend waiting for price discovery, while others see value driven by zinc business strength and improved corporate structure post demerger.
Rising Brent crude prices and a weakening rupee are raising concerns for India's economy. Policy interventions, including controlled fuel prices and tax reductions, are currently buffering the immediate inflationary impact. However, a sustained surge in oil prices could force retail price adjustments, leading to a sharper macro impact.
Market expert Dharmesh Kant highlighted strong numbers for Bajaj Finance, though macro headwinds may impact near-term performance. He expressed a cautious stance on the IT sector, citing sluggish growth and weak discretionary spending. For FMCG, while Q4 benefited from tailwinds, rising input costs pose a concern.
Lam's visit coincides with the special occasion of the two countries marking the 10th anniversary the Comprehensive Strategic Partnership, agreed upon during PM Modi's visit to Vietnam in 2016.
Despite a falling Sensex, several BSE 500 stocks delivered multibagger returns up to 190%. Many saw increased FII interest, highlighting strong sectoral opportunities and selective wealth creation amid broader market underperformance.
Hindustan Unilever shares fell up to 4.4% despite a strong Q4, with net profit rising 21.4% YoY to Rs 2,992 crore. Revenue grew 7.6% to Rs 16,351 crore, while EBITDA rose 3.2% to Rs 3,877 crore, improving margins to 23.7%. Home Care led segmental growth, delivering its best performance in 11 quarters, driven by strong Fabric Wash demand.
Vedanta anticipates a historic FY26, driven by record profitability in its aluminium and zinc businesses with margins at 38% and 50% respectively. The company confirmed a demerger effective May 1, with all four newly listed entities trading by end-June. Management also outlined a clear deleveraging plan for Vedanta Resources, aiming to reduce debt to $3 billion over three years.
Force Motors shares dropped 5.66% after reporting a 36% year-on-year decline in Q4FY26 net profit to Rs 278.5 crore, despite an 8.2% rise in revenue. Higher costs impacted profitability. However, full-year profit surged 51% to Rs 1,211.6 crore, and the board recommended a Rs 50 dividend.
French IT firm Capgemini saw its revenue climb seven percent year-on-year in the first quarter. This performance met the company's expectations. Growth was boosted by strong results in North America, partly due to a recent acquisition. The company has confirmed its revenue growth target for the year. Headcount also saw a significant increase.
Meta shares plunged 7% in extended trading as investors reacted to the company’s plan to sharply increase AI-related spending. The tech giant warned capital expenditure may rise to $145 billion, with CEO Mark Zuckerberg acknowledging uncertainty over returns. Rising regulatory pressures and a rare decline in Daily Active People added to concerns.
Meesho shares surged nearly 10% after JP Morgan initiated coverage with an 'Overweight' rating and a Rs 215 price target. The brokerage highlighted Meesho's potential for significant EBITDA margin expansion and strong net merchandise value growth, driven by advertising monetization and improved logistics. JP Morgan forecasts substantial free cash flow recovery and anticipates market leadership to continue.
The Indian rupee fell to a record low on Thursday, as investors fretted over the economic risks confronting India from a resurgence in crude oil prices to 2022 highs, threatening the inflation-economic growth balance for the net energy importer and sapping capital flows.
OnEMI Technology Solutions’ Rs 926 crore IPO opened with muted demand, seeing just 2% subscription early on Day 1. A modest GMP signals mild listing gains. While margins and profitability have improved, high unsecured lending exposure and regulatory risks keep brokerages cautious, suggesting investors wait for clearer growth visibility.
Global market expert Richard Harris anticipates minimal changes to U.S. monetary policy, emphasizing the Fed's independence. He notes that Big Tech's recent profitability stems more from cloud growth than AI, with Google leading the AI race but facing intense competition.
