Market News
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Aditya Birla Group bets big on IPL boom, says media rights frenzy is far from over
Aditya Birla Group sees strong future growth for Indian sports. The group believes IPL media rights will keep increasing in value. This is despite current worries about fewer bidders. India's economy and sports viewership are rising. Premium sports assets are also scarce. This supports future valuations. The group recently bought Royal Challengers Bengaluru. They are optimistic about the long-term trend.
Vikran Engineering acquires 51% stake in NOPL Solar Projects
The acquisition is in line with the Company's strategy to expand its presence in the renewable energy sector. It will enable business diversification and support long-term growth through participation in solar energy projects.
Ola Electric Q4 Results: Net loss narrows but revenue falls over 50%
According to the shareholder letter, Ola Electric's Gigafactory is entering its next phase, with a focus on ramping commercial manufacturing toward 6 GWh in FY27. The long-term goal is to utilize the Gigafactory as a platform for both mobility and energy storage.
I Squared to pump $1 billion into power grid assets
US firm I Squared Capital is investing one billion dollars in India's power transmission sector. A new entity, Cube Grid, will build essential grid infrastructure. This move taps into a multi-decade opportunity driven by India's growing energy needs. The company sees stable, long-term returns from transmission projects. This investment will support India's economic growth and energy transition.
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.
Motilal Oswal sector of the week: Power; Acme Solar, JSW Energy top bets
While valuations across several utilities have rerated sharply and now trade above historical averages, the sector's structural growth drivers continue to support a favourable long-term outlook
Block deal: JSW Energy sells Rs 3,150 crore JSW Steel stake to GQG, SBI Mutual Fund
JSW Energy has divested a portion of its JSW Steel stake for Rs 3,150 crore to fund its aggressive power generation expansion. The company aims to reach 30 GW capacity by 2030, bolstered by both renewable and thermal power projects. This strategic move enhances capital allocation and supports long-term growth initiatives.
GoIndiaStocks’ Rakesh Arora says steel margins near peak, advises profit booking in aluminium stocks
Rakesh Arora, Founder, GoIndiaStocks.com, advised investors to avoid fresh buying in steel stocks at current valuations and recommended profit booking in aluminium companies amid concerns over large upcoming global supply additions. Arora also said AI-driven demand remains a key long-term driver for copper and other base metals.
MSME auto suppliers seek relief from carmakers as rising labour and input costs hurt
Small auto component suppliers are facing severe financial strain. They are urging major car makers to help manage rising wages, energy, and raw material costs. Suppliers also seek long-term partnerships over transactional deals. Industry bodies are pushing for faster price revisions and payments. This situation threatens the survival of many small businesses vital to India's auto sector.
See long-term opportunity in auto parts, aerospace and chemicals: AB Sun Life AMC’s Harish Krishnan
Harish Krishnan of Aditya Birla Sun Life AMC said the rupee’s sharp fall may be nearing its final phase as the government and RBI step up stabilisation measures. He highlighted engineering exports, chemicals, aerospace and IT services as long-term investment themes, while cautioning that margin pressure from rising input costs could continue over the next two quarters.
Can PM Modi's visit to UAE, other four countries find a solution to the soaring oil prices problem?
Prime Minister Modi's five-nation tour aims to secure long-term energy supplies amid rising crude oil prices that impact India's economy. The visit highlights India's strategy to diversify crude sourcing and strengthen energy security, particularly through partnerships with the UAE and Norway.
Can PM Modi’s five-nation tour help India tackle the crude oil shock?
India's energy security concerns rise as crude oil prices remain high. PM Modi's five-nation tour aims to secure long-term energy supply, starting with agreements in the UAE. Experts caution that while this may alleviate short-term panic, geopolitical risks will keep prices volatile.