Market News
Stay updated with the latest market trends, earnings, and economic indicators.
Vedanta demerger sets stage for value unlocking, global scale: Chairman Anil Agarwal
Vedanta Limited is entering a new phase with its demerger effective May 2026, aiming to unlock value through independent businesses. Strong FY26 earnings, rising profits and expansion plans across segments position it for sustained long-term growth.
Earnings likely to improve, but rising oil could hurt in short term: SBI Securities
Sunny Agarwal, Head of Fundamental Research, Retail Desk at SBI Securities, expects double-digit earnings recovery over FY27–28, despite near-term risks from crude-led margin pressure in Q1. He sees mid- and small-cap opportunities in hospitality, capital markets, and select banks, with improving return ratios. He also flags recovery in building materials and consumer staples, while infra push and regional growth could support sectors like cement and logistics.
IndiaMART targets 10–12% revenue growth, margins steady at around 33% for FY27
IndiaMART CEO Dinesh Agarwal targets FY27 revenue growth of 10-12 percent and 33 percent margins, despite SME weakness and subscriber churn, with Busy growing 25 percent
Oil may hit $180, market can fall 10% if Strait of Hormuz stays shut for 10 more days: Demeter
Ashwini Agarwal, Founder & Partner at Demeter Advisors, told CNBC-TV18 that if the Strait of Hormuz remains shut for another 10 days, crude oil prices could surge to around $180 per barrel and global markets, including India, may fall about 10%. He said this is a low-probability scenario but investors should remain mentally prepared for such risks as tensions in West Asia continue to impact global energy supply and financial markets. Once tensions ease, financial stocks could lead the market recovery as they have been among the hardest hit but are less directly affected by the Middle East conflict.
Vedanta chairman Anil Agarwal pushes for unlocking domestic natural resource potential amid West Asia crisis
Highlighting how global conflicts can directly impact countries dependent on imports, Agarwal said India must reduce its reliance on overseas resources and build self-sufficiency by enabling domestic production.
Sowilo’s Sandip Agarwal on AI fears after Citrini’s 'The 2028 Global Intelligence Crisis' viral report
Caprini's viral 'The 2028 Global Intelligence Report'warning about economic disruption contributed to market volatility, but Sowilo Investment Managers’ Sandip Agarwal said the reaction may be driven by fear rather than fundamentals.
Vedanta Aluminium stock rating: Citi bullish despite post-listing decline, expects aluminium prices to recover
Citi said it expects global aluminium prices to remain supported by persistent supply deficits despite recent weakness in the market. The bullish views come days after Vedanta Chairman Anil Agarwal outlined aggressive growth plans for the business, saying aluminium capacity could double.