Market News
Stay updated with the latest market trends, earnings, and economic indicators.
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.
Jefferies, Axis and HDFC Securities maintain a positive view on Aptus Value Housing Finance; here's why
Aptus Value Housing Finance reported strong Q4FY26 results, with a 26% YoY rise in net profit. Analysts remain positive due to robust return ratios and growth strategies, despite recent stock volatility.
Mcap of 4 most valued firms erodes by ₹1 trn, SBI biggest laggard
The combined market valuation of four of the top-10 most valued firms eroded by Rs 1 lakh crore last week, with State Bank of India taking the biggest hit, amid a range-bound trend in equities. Last week, the BSE benchmark Sensex climbed 414.69 points or 0.53 per cent, and the NSE Nifty went up by 178.6 points or 0.74 per cent. "Indian equity markets witnessed a volatile and range-bound week, with sentiment remaining cautious despite intermittent recovery attempts. Early optimism driven by hopes of de-escalation in the Middle East and easing oil prices faded quickly as renewed tensions between the US and Iran resurfaced," Ponmudi R, CEO - Enrich Money, an online trading and wealth tech firm, said. While Bharti Airtel, State Bank of India, Tata Consultancy Services (TCS) and Larsen & Toubro faced erosion from their valuation, Reliance Industries, HDFC Bank, ICICI Bank, Bajaj Finance, Hindustan Unilever and Life Insurance Corporation of India (LIC) were the gainers from the pack. ...
Midcaps outperform Nifty, smallcap stocks in Q4, deliver 29% earnings growth: Motilal Oswal
Midcap companies emerged as the strongest performers in the March quarter earnings season, with profit growth outpacing both largecaps and smallcaps, according to MOFSL. Strong contributions from BFSI, technology and utilities supported performance, while analysts cautioned that volatility linked to West Asia tensions and elevated commodity prices may persist.
Overall tele-density rises from 92.66% in Feb-26 to 93.26% in Mar-26
Ministry of Communications stated in a latest update that as per the information received from 1520 operators for the month of March 2026, the total number of broadband subscribers increased from 1059.05 million at the end of February 2026 to 1065.88 million at the end of March 2026 with a monthly growth rate of 0.65%. The number of wireline subscribers increased from 47.99 million at the end of February 2026 to 48.25 million at the end of March 2026. The net increase in the wireline subscriber base was 0.25 million with a monthly growth rate of 0.53%. The overall wireline tele-density in India increased from 3.37% at the end of February 2026 to 3.38% at the of March 2026. Urban and rural wireline tele-density were 8.37% and 0.57% respectively, at the end of March 2026. The respective share of urban subscribers, and rural subscribers in total wireline subscribers were 89.24% and 10.76% respectively at the end of March 2026.
India records 9.28 million new Telecom Subscribers in March; Broadband base hits 1.06 billion
India's telecommunications sector expanded by 9.28 million subscribers in March 2026, bringing the total number of telephone users in the country to 1,330.58 million. According to the latest data released by the Telecom Regulatory Authority of India (TRAI), the industry maintained a monthly growth rate of 0.70 per cent. The wireless segment remained the primary engine of this growth, contributing 9.02 million new connections, while wireline services added 0.25 million subscribers during the same period.
Pine Labs shares jump 9% after JPMorgan initiates coverage, cites growth potential
Pine Labs operates in a large and growing total addressable market for digital payments, and expects a compound annual growth rate of 23% to 25% between FY24 and FY29.
India's per capita textiles demand showed robust growth in last decade
As per a study conducted by the Textiles Committee under the Ministry of Textiles, the domestic demand for textiles has experienced a robust growth during last 15 years. The market size of textiles has increased from Rs 4.89 lakh crores in 2010 to Rs 14.95 lakh crores in 2024 experiencing a Compound Annual Growth Rate (CAGR) growth of 8.3%. Out of total market size, the contribution of household has increased from Rs 4.18 lakh crores in 2010 to Rs 8.77 lakh crores in 2024 and played a pivotal role in driving the domestic demand of textiles in the country.
Eternal to Titan: These four Nifty companies are likely to post over 50% YoY growth in Q4 profit. Do you own any?
Q4 earnings: Nineteen of Nifty 50 stocks are likely to post a profit growth of 10% or more on a YoY basis, with four names, Eternal, Titan, JSW Steel and Tata Steel, slated to record a sharp rise of 50% and above.
EV retail sales in India up 24.6% at 24.52 lakh units in FY26: FADA
India's leap into the future of transport was evident in FY26, as electric vehicle sales skyrocketed to 24.52 lakh units, a noteworthy increase of 24.6 percent. The two-wheeler segment alone accounted for over 14 lakh units, underscoring consumer enthusiasm. Meanwhile, electric passenger vehicles surged with an impressive growth rate of 83.63 percent.
Motilal Oswal sees 6% Q4 earnings growth for Nifty 50 amid Iran-US tensions
Motilal Oswal forecasts Nifty 50 companies to achieve 6% YoY earnings growth in Q4 FY26, driven by financials, metals, and telecom, despite the oil and gas crisis. The brokerage anticipates softer overall growth due to the Iran-Israel-US conflict's impact on energy prices and supply chains.
Vinay Rajani of HDFC Sec suggests GE Shipping, Arvind shares to buy for short-term
On April 6, Nifty 50 and Sensex fell, continuing a trend of losses amid concerns over Middle East tensions. Nifty 50 dropped 0.47% to 22,606.1, while Sensex fell 0.59% to 72,886.6. Eleven out of sixteen sectors reported losses, with small-cap down 0.3%.