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GMR Airports shares in focus after firm reports muted Q4 traffic growth, cites multiple headwinds
GMR Airports reported muted traffic growth in Q4 FY26, with passenger traffic rising marginally year-on-year despite operational disruptions. Domestic growth remained subdued while international traffic declined. However, the company crossed a key milestone of 121 million passengers for the full year, supported by steady performance across major airports and resilience amid challenges.
ICICI Lombard General Insurance shares in focus after Q4 net profit rises 7%. What are Morgan Stanley, HDFC Securities saying?
Shares of ICICI Lombard General Insurance Company are likely to be in focus after reporting stable Q4 FY26 performance, with profit after tax rising 7.3% year-on-year to Rs 547 crore. The company saw improved combined ratio, strong premium growth, and maintained a robust solvency position, while brokerages remained mixed on ratings and target prices.
ICICI Prudential Life shares gain 4% as analysts say growth outlook intact
The management refrained from providing guidance for FY27, reiterating its focus on new business profitability. The company also plans to adopt Indian Accounting Standards from FY28, following a one year forbearance.
TCG Asset Management’s Shahzad Madon picks digital infra, defence & renewables as key themes
Shahzad Madon of TCG Asset Management says investors should focus on long-term themes like energy transition, digital infrastructure, defence and manufacturing amid global uncertainty. He believes these sectors will see strong multi-year growth driven by geopolitical changes and rising demand. Madon prefers transmission plays within renewables, and remains comfortable with EMS companies due to steady earnings growth and improving margins. Disclaimer: The views and investment tips expressed by investment experts on CNBCTV18.com are their own and not that of the website or its management. CNBCTV18.com advises users to check with certified experts before taking any investment decisions.
ITC Hotels shares in focus after marquee investor GQG sells Rs 197-crore stake. What lies ahead?
ITC Hotels shares are under scrutiny after GQG Partners sold a partial stake worth Rs 197 crore. Despite a 22% dip this year, driven by geopolitical tensions, the company's core hotel business shows growth in occupancy and pricing. Brokerages remain bullish, anticipating expansion and real estate revenue boosts, suggesting the recent stock fall is an overreaction.
Phoenix Mills shares surge over 8% as retail consumption hits all-time high in FY26
Under Phoenix Mills' hotels business, the St. Regis in Mumbai delivered revenue per average room growth of 6% in the fourth quarter from the previous year and 7% in the entire fiscal. Its occupancy was sustained at 86% in FY26.
Goldman Sachs fund sells Cello World shares worth Rs 55 crore via bulk deals
Goldman Sachs sold over 13.82 lakh shares of Cello World via a Rs 55 crore bulk deal at Rs 401 apiece. The stock remained steady despite the transaction but has underperformed over the past year. The company reported flat revenue and a decline in profit in its December quarter results.
Kalyan Jewellers posts 64% revenue growth in Q4 as India business shines
Kalyan Jewellers reported a robust 64% revenue growth in Q4 FY26, driven by strong India operations with over 65% growth and a 45% SSSG. International business also saw a 45% rise, while its digital platform Candere surged over 360%. The company remains optimistic for the new financial year, anticipating strong Akshaya Tritiya and wedding season sales.
Should investors buy TCS, Infosys ahead of Q4 results or AI risk too big to ignore?
Indian IT stocks face pressure ahead of Q4 results, with Nifty IT down nearly 20% this year. Investors weigh a potential buying opportunity against structural concerns like weak global demand and the significant impact of AI. Brokerages remain cautious, expecting subdued growth and mixed margins, with a focus on FY27 guidance.
PC Jeweller revenue jumps 32 pc in Jan-Mar quarter, 49 pc in FY26
PC Jeweller has made waves in the financial sector, reporting a substantial 32 percent growth in revenue for the fourth quarter, year-on-year. The impressive upward trend continued throughout fiscal year 2025-26, with total revenue climbing approximately 49 percent.
Senco Gold shares soar 11% on robust Q4 business update as wedding, festive demand boost sales
Senco Gold shares surged following a strong business update. The company reported significant revenue growth in the fourth quarter and full fiscal year. This performance was fueled by wedding season demand and new store openings. Senco also focused on product innovation and digital initiatives. The company anticipates continued growth driven by upcoming festivals and expansion plans.
Keystone Realtors says FY26 pre-sales guidance achieved but stock falls from highs
CMD Boman Irani said FY26 was a strong year across key metrics, with the company surpassing guidance on pre-sales, launches, and business development. He added that redevelopment opportunities in Mumbai remain a key focus area, and the company is well-positioned to capitalise on growth opportunities backed by a strong balance sheet.