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Stocks To Watch Today: TCS, Anand Rathi Wealth, Bajaj Finserv, Restaurants Brand Asia, JSW Cement & More
Here's a look at stocks that are likely to be in focus during the trading session on Friday.
Jefferies Says It's Time To Sell BSE, Turns Bullish On BPCL, IOCL, Bajaj Finserv And TVS
Jefferies sees oil marketers, cement, and auto as the trade to make after crude's retreat.
Explained - Why Jefferies prefers Bajaj Finance, Aditya Birla Capital over other NBFCs
Jefferies expects the sector to deliver healthy loan growth, easing credit costs and largely range-bound NIMs. While valuations have recovered from the lows seen during the recent geopolitical tensions, they remain broadly around long-term averages.
Dalmia Bharat Plans To Raise Rs 4,000 Crore; Targets 110-130 MTPA Cement Capacity By FY31
Dalmia Bharat remains optimistic about the cement industry's growth prospects and expects cement demand to expand at a compound annual growth rate (CAGR) of 6-7 per cent over the next few years, driven by government-led infrastructure spending, private-sector investments, and rising housing demand amid increasing urbanisation.
Stocks To Watch Today: Bajaj Finserv, Titan, Brigade Enterprises, RVNL, Grasim Industries & More
Here's a look at stocks that are likely to be in focus during the trading session on Tuesday.
India's core industries grow at 1.7% in Apr-26, Cement production continues to spike
The combined Index of Eight Core Industries (ICI) increased by 1.7 per cent (provisional) in April, 2026 as compared to the Index in April, 2025. The production of Cement, Steel and Electricity recorded positive growth in April, 2026. The ICI measures the combined and individual performance of production of eight core industries viz. Coal, Crude Oil, Natural Gas, Refinery Products, Fertilizers, Steel, Cement and Electricity. The Eight Core Industries comprise 40.27 percent of the weight of items included in the Index of Industrial Production (IIP). The final growth rate of Index of Eight Core Industries for March 2026 was observed at 1.2 per cent. The cumulative growth rate of ICI during April to March, 2025-26 is 2.7 per cent as compared to the corresponding period of last year.
Nifty could hit 27,000 once geopolitical tensions ease: Bajaj Finserv AMC CIO
Bajaj Finserv AMC CIO Nimesh Chandan projects 15% earnings growth for Nifty in FY28, with EPS rising to the ₹1,420–1,440 range, making valuations look attractive. He backs metals, construction, and cement as long-term plays on a global supply chain shift, holds gold and silver in the multi-asset portfolio, and flags El Niño and elevated US yields as key risks keeping Indian interest rates high in the near term.
Earnings Boom: 10 stocks with over 100% profit growth in Q4FY26
​Several Nifty 500 companies reported over 100% year-on-year net profit growth in Q4FY26, reflecting strong earnings momentum. Firms like Eternal, India Cements, Kajaria Ceramics, and Chennai Petroleum led gains, showcasing improved profitability across sectors including finance, banking, and manufacturing.​
Q4 Results LIVE Updates: Sundram Fasteners profit up 30%; ESAF SFB NII grows 20%
Q4 Results LIVE Updates: Today is the busiest day in terms of quarterly results this week. The big earnings reaction of the day comes from Bajaj Finance where brokerages have raised their targets and even upgraded the stock, along with Waaree Energies, who also issued its guidance for FY27. The biggest result of the day comes from Hindustan Unilever (HUL), followed by Adani twins on the Nifty (Ports & Enterprises), Bajaj Finserv, ACC, Laurus Labs, Dr. Lal Pathlabs, RailTel, Newgen Software and others. Follow for all the Live updates.
Watch | Sanjay Parekh on where he sees value in banks, IT, cement and telecom stocks
Sohum Asset Managers’ Founder & CIO, Sanjay Parekh, says markets look sluggish despite improving macro conditions, with Q3 Nifty earnings near 8–9%. He sees recovery in CVs (Ashok Leyland), credit growth at ICICI Bank and gradual picka a up in cement and steel. Portfolio stays domestic-focused: overweight telecom, NBFCs, industrials, cement, utilities, ports and logistics; underweight oil & gas and banks, zero FMCG. Watching IT names like Infosys and TCS, mid-cap tech (Persistent, Coforge, Mastek), defence HAL, quick commerce Zomato and Swiggy, and capital goods L&T, JSW Energy.
India's core sector grows at 4% in Jan-26, Steel and Cement production surges
The combined Index of Eight Core Industries (ICI) increased by 4.0 per cent (provisional) in January, 2026 as compared to the Index in January, 2025. Growth has eased from a revised 4.7% in December. The production of Cement, Steel, Electricity, Fertilizer and Coal recorded positive growth in January, 2026. The Eight Core Industries comprise 40.27 percent of the weight of items included in the Index of Industrial Production (IIP). The final growth rate of Index of Eight Core Industries for December 2025 was observed at 4.7 per cent. The cumulative growth rate of ICI during April to January, 2025-26 is 2.8 per cent (provisional) as compared to the corresponding period of last year.
Closing Bell: Market snaps 3-day fall; Nifty above 23,400, Sensex surges 939 pts
Biggest Nifty gainers M&M, Grasim Industries, Trent, UltraTech Cement, Bajaj Finance, while losers are Bharat Electronics, Wipro, Max Healthcare, Sun Pharma, Coal India. On the sectoral front, auto, bank, FMCG up 0.5-1%, while media, oil & gas, pharma, realty, capital goods down 0.5-2%. Nifty Midcap index is trading flat, while smallcap index down 0.5%.