Market News
Stay updated with the latest market trends, earnings, and economic indicators.

Asian Paints, Devyani among top picks as consumption demand improves: Nuvama
Abneesh Roy, Executive Director of Nuvama Institutional Equities expects FY27 to be a stronger year for consumer-facing sectors as companies regain pricing power, competition in paints turns more disciplined and discretionary demand gradually improves across categories.

K Hospitality launches investment arm with ₹200 cr corpus to back consumer companies
K Hospitality Corp has launched Kliff Ventures with a ₹200 crore corpus to invest in early-stage consumer and retail brands across food, lifestyle and allied sectors.

Q4 Results Today: Aurobindo Pharma, GAIL, LIC, ITC, Nykaa, Honasa Consumer — Check Estimates
According to Bloomberg estimates, ITC is expected to post largely flat profit growth as higher tobacco leaf costs and pressure on cigarette volumes weigh on margins.

Q4 Results LIVE Updates: Sanghvi Movers shares surge over 12%; Jubilant Foodworks down 7%
Q4 Results LIVE Updates: ITC, Aurobindo Pharma, LIC, LG Electronics, Ashoka Buildcon, Bikaji Foods, Datamatics, Engineers India, GMM Pfaudler, Happy Forgings, Honasa Consumer, Ixigo, Nykaa, Page Industries, Ramco Cements, Max Healthcare, Prestige Estates, MTNL, Sun TV, Quick Heal, RCF, WeWork, VA Tech Wabag, are among the companies reporting their earnings today. The street will also react to numbers reported by Whirlpool, Apollo Hospitals, Sammaan Capital, JK Lakshmi Cement, Lenskart, Ola Electric and others. Watch this space for all the LIVE earnings updates.

Lenskart Sees Target Price Hike After Q4 Beat — Check Upside, Key Triggers and More By Motilal Oswal
Lenskart remains a well-positioned consumer-tech play with scalable growth drivers, supported by its integrated business model and expanding global footprint: Motilal Oswal
Stocks in news: ITC, Nykaa, Lenskart, Ola Electric, IndusInd Bank
Markets saw a volatile session with Nifty trading below the 23,800-24,000 resistance zone, though select heavyweight buying limited downside. Several companies like ITC, Nykaa, and IndusInd Bank are in focus due to Q4 results and news developments, including Lenskart's profit decline and Dr. Reddy's new diabetes drug launch.

Q4 Results On May 21: ITC, LIC, LG Electronics, Nykaa, Honasa Consumer Among 190 Companies To Declare Earnings
Some may announce a dividend as a reward for shareholders.
Banks seek RBI relief on InvIT lending rules, warn 3-yr track record rule may slow infra monetisation & fresh funding
Banks have asked the Reserve Bank of India to relax new lending rules for Infrastructure Investment Trusts. The proposed three-year operational track record requirement could delay infrastructure monetisation and new project funding. Lenders prefer asset quality over trust age for financing eligibility. This change aims to ensure smoother fund recycling and attract global investors for new infrastructure projects.
Bayer bets big on 'self-care' market to deepen India play
Global pharma major Bayer is significantly expanding its consumer healthcare presence in India, targeting the burgeoning self-care market estimated at ₹40,000 crore. The company is launching new products, including the antacid Alka-Seltzer, and aims to reach 100 million households within four years, positioning India as a top global market.
INR collapses to new historic lows driven by global conflicts and energy spikes
The Indian rupee slipped to a record low of 96.60 against the US dollar before settling at 96.52 (provisional) on Tuesday, weighed down by soaring crude oil prices, persistent foreign capital outflows, and a resilient dollar buoyed by global risk-aversion. The rupee is Asia's worst-performing currency in 2026, having tumbled to a historic intraday low of 96.60 against the US dollar. The currency has depreciated 1.5 per cent this month and more than 7 per cent so far this year. Rupee remains vulnerable to rising crude oil prices and the closure of the Strait of Hormuz. Meanwhile, the Indian equity benchmarks surrendered their early morning gains in a highly volatile trading session to settle marginally lower due to late profit-booking. The BSE Sensex declined 114.19 points (0.15%) to close at 75,200.85, while the NSE Nifty 50 slipped 31.95 points (0.14%) to finish at 23,618.00.
Bajaj Life Insurance CIO sees tactical IT opportunity amid macro uncertainty
Srinivas Rao Ravuri, CIO of Bajaj Life Insurance, said IT stocks are emerging as a tactical play as rupee weakness boosts earnings visibility despite global macro concerns. He expects large IT firms to deliver over 10% earnings growth this year, aided by currency tailwinds. Ravuri also remains positive on domestic sectors like financials, autos and consumer durables, while warning that war-led input cost pressures and supply disruptions could weigh on corporate earnings in the coming quarters.

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.