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Stocks in news: TCS, Groww, Shriram Finance, Dixon Tech, Anand Rathi Wealth
Indian markets saw a rebound on Thursday, recovering from Wednesday's sharp sell-off. TCS reported a 5% year-on-year profit growth, and Groww affirmed its direct mutual fund strategy. Shriram Finance is raising funds to reduce borrowing costs after a rating upgrade. Maruti Suzuki plans to add service points, and Dixon Tech will expand smartphone manufacturing. Premier Energies commissioned a solar module facility, and Anand Rathi Wealth saw profit rise.
10 Nifty stocks Motilal Oswal recommends buying ahead of Q1 results. What can shareholders expect?
As the Q1FY27 earnings season begins with TCS's results on Thursday, Motilal Oswal expects Nifty earnings to grow 10%, the fastest pace in four quarters. The brokerage has identified 10 stocks, including Bharti Airtel, SBI, ICICI Bank, M&M and Titan, that it believes offer attractive upside ahead of the June quarter earnings, backed by strong fundamentals and growth prospects.

HCL Tech to Infosys, Tech Mahindra: IT stocks extend gains, Nifty IT up 3% today: Is worst over for the battered sector?
IT stocks gained on July 3, propelled by positive global tech trends and reduced fears of an interest rate hike. The Nifty IT index surged nearly 3%, recovering from recent declines, though it remains the worst-performing sector this year, down 30% in H1CY26.
Laurus Labs, Biocon, Ather Energy, Lenskart among probable MSCI India Standard Index inclusion candidates, says JM Financial
JM Financial anticipates significant shifts in the MSCI India Standard Index. Laurus Labs and Biocon are flagged as high-probability additions from the Small Cap Index, while Ather Energy and SAIL are medium-probability candidates. SBI Card faces a high probability of exclusion. These potential changes could lead to substantial passive fund inflows into India, estimated around $3.2 billion, impacting institutional investors.
PE investor BC Investments sells Rs 612 crore stake in Emcure Pharma; Kotak MF picks up stake
Private equity firm BC Investments IV sold a Rs 612 crore stake in Emcure Pharmaceuticals to Kotak Mahindra Mutual Fund at Rs 1,700 per share. Despite this divestment, analysts remain positive on Emcure's growth outlook across its core therapeutic segments.

Ajanta Pharma promoter sells ₹1,024 crore stake; mutual funds step in as buyers
A promoter entity of Ajanta Pharma has sold a 2.8% stake in the drugmaker for over ₹1,000 crore through a block deal, with Kotak Mahindra Mutual Fund and Aditya Birla Sun Life Mutual Fund emerging as the key buyers.
Promoter sells Rs 1,024 crore worth of Ajanta Pharma shares in block deal to Kotak MF and ABSL MF
A promoter entity of Ajanta Pharma sold shares worth over Rs 1,024 crore through a block deal, with Kotak Mahindra Mutual Fund and Aditya Birla Sun Life Mutual Fund acquiring the stake. The transaction comes amid strong earnings growth, healthy margins and sustained momentum in the company’s pharmaceutical business.
Infosys, Tech Mahindra, TCS and other IT stocks jump up to 5%. What’s driving the rally?
Indian IT stocks rose sharply on Monday, lifting the Nifty IT index nearly 3%, as investors reassessed AI-related fears, attracted by attractive valuations and upbeat sector outlooks. Optimism around potential US rate cuts and positive technical signals further fuelled buying in Infosys, Tech Mahindra, TCS and other IT majors.

The Great Consumption Reset: How a billion Indians changed what they buy
India's consumption landscape is evolving, with consumers favouring experiences, digital services, and premium products over basic goods. Kotak Mutual Fund's report shows a surge in foreign travel spending and premium smartphone sales, indicating a shift towards higher-value purchases.
Ahead of Market: 10 things that will decide D-Street action on Monday
Nifty broke below its 23,800–24,500 consolidation range, signalling near-term weakness, with resistance now seen at 23,800–24,000 and key support at 23,150, according to analysts. Market breadth stayed negative as Sensex fell sharply, dragged by RIL, SBI and M&M. Broader indices saw mixed activity across stocks, with selective buying interest but overall sentiment tilted towards bears amid volatility.

Top Gainers & Losers on May 11: Swiggy, Tejas Networks, SBI, Tata Motors, Eternal, Anant Raj among top losers
On May 11, the Indian stock market experienced a sharp decline, with the Nifty and Sensex both recording significant drops. Investor sentiment soured due to rising crude oil prices and stalled U.S.-Iran negotiations.
Mutual fund bulls vs FII bears: The Rs 38,000 crore battle for 5 popular bank stocks
Domestic mutual funds bought banking stocks worth Rs 38,000 crore in March, countering heavy FII selling of Rs 60,655 crore during the Iran war selloff. Major accumulation was seen in HDFC Bank, ICICI Bank, SBI, Kotak Mahindra Bank, and Axis Bank. HDFC Bank emerged as the top pick across leading mutual fund houses, according to Prime Database estimates.