Market News

Nifty 50 Scorecard: The winners and losers of Q4 results season

Nifty EPS for FY26 ended at ₹1,065, up 5% YoY, a second consecutive year of single-digit growth. Five Nifty companies – Bharti Airtel, JSW Steel, HDFC Bank, Infosys, and Tata Consultancy Services (TCS) – contributed 75% of the incremental YoY accretion in earnings.

Bharti Airtel, Infosys, among Motilal Oswal’s top Nifty ideas. How many do you own?

Strong earnings: Vedanta, JSW Steel among 10 largecaps that reported best Q4 results

Indian markets conclude the Q4 earnings season with robust results. Vedanta, JSW Steel, Muthoot Finance, Indian Oil Corporation, Tata Steel, Hindustan Zinc, Samvardhana Motherson, Mahindra & Mahindra, Siemens Energy, and BPCL reported significant year-on-year growth in profits and revenues. This widespread outperformance across various sectors signals a strong financial performance for these large-cap companies.

Nearly two-thirds of bank loans now priced below 9% as rate cuts bite

Indian banks are offering more loans at lower interest rates. Almost two-thirds of all bank credit now has rates below 9%. This shift follows a year of aggressive rate cuts. While credit growth is strong, banks' profit margins face pressure. Metropolitan areas and public sector banks lead lending. Agriculture and industrial credit also accelerated. Personal loan growth moderated.

Nearly two-thirds of bank loans now priced below 9% as rate cuts bite

Indian banks are offering more loans at lower interest rates. Almost two-thirds of all bank credit now has rates below 9%. This shift follows a year of aggressive rate cuts. While credit growth is strong, banks' profit margins face pressure. Metropolitan areas and public sector banks lead lending. Agriculture and industrial credit also accelerated. Personal loan growth moderated.

Nissan Motor India total sales at 7,971 units in May

Nissan India achieved strong sales in May 2026. Total sales reached 7,971 units. Domestic sales saw a significant jump of 118 percent compared to the previous year. Exports contributed 5,023 units. This marks the third consecutive month of domestic sales growth. The All-New Nissan GRAVITE and Nissan Magnite, including CNG models, are driving this success.

Maruti Suzuki India posts highest-ever monthly sales at 2,42,688 units in May

Maruti Suzuki India achieved its highest-ever monthly sales in May. Total dispatches surged by 34.76 percent year-on-year to a record 242,688 units. Domestic sales also hit an all-time high. Sales across various car segments, utility vehicles, and light commercial vehicles saw significant growth. Exports also increased substantially, contributing to the record performance.

India housing price index rises 4.2% in Q4 FY26: RBI

Indias House Price Index rose to 115.9 in Q4:2025-26, from 115.6 in the previous quarter, driven by rise in housing prices across cities viz Jaipur, Lucknow and Pune, reflecting a quarter-on-quarter growth of 0.2 per cent. All India HPI Year-on-Year growth registered as 4.2 per cent in Q4:2025-26, compared with a growth of 3.8 per cent in the same quarter last year. The increase was primarily driven by cities such as Nagpur, Jaipur, Chandigarh and Kanpur. The Reserve Bank of India (RBI) compiles the House Price Index (HPI) on a quarterly basis using transaction-level data received from the registration authorities. RBI released the HPI for Q4:2025-26 with base year as 2022-23, covering eighteen major cities.

Volume surge lifts Asian Paints out of slump; margin peak raises caution

Asian Paints posted a 12-quarter high volume growth of 12.4% in Q4FY26, signalling a demand revival after a bruising period of competition and pricing wars. But rising raw material costs, persistent competitive intensity, and rich valuations mean FY27 remains a high-stakes year for the paints giant.

PB Fintech sees Rs 665 crore block deal as founders pare stake; Goldman among other top funds buy

PB Fintech founders Yashish Dahiya and Alok Bansal sold 38 lakh shares worth Rs 665 crore in a block deal. The shares were purchased by various institutional investors, including Goldman Sachs and Tata Mutual Fund, following the company's recent performance.

Ashok Leyland shares fall after Q4 results, near-term demand uncertainty

Management said FY26 commercial vehicle volumes touched an all-time high, surpassing the earlier peak, while export volumes also hit a record high with 18.5% year-on-year growth. However, exports disappointed during the quarter due to logistical disruptions linked to the West Asia conflict.

Buzzing Stocks: Recent listing surges 330% from issue price; Co ups FY27 guidance

For the fourth quarter, Aditya Infotech reported a 45.5% revenue growth to ₹1,422 crore, while EBITDA more than 2.5x from last year to ₹258 crore.