Market News

Bajaj Finance a strong compounder, prefer food delivery over QSR: Dipan Mehta

Dipan Mehta, Director at Elixir Equities, stays constructive on Bajaj Finance, citing diversification and stable credit costs. He favours platform-led food businesses over traditional QSR chains and suggests a long-term approach to Swiggy-type models. He remains cautious on paint companies due to competition, while seeing value in select financials and energy PSUs supported by dividends and policy focus. Disclaimer: The views and tips expressed by investment experts on CNBCTV18.com are their own, not of the website or its management. CNBCTV18.com advises users to check with certified experts before taking any investment decisions.

Adani Green Energy to add up to 15,000 GWh of battery energy storage capacity annually

Adani Green Energy plans massive battery storage expansion. The company will add thousands of gigawatt hours of capacity each year. This move supports India's energy transition. It aims to provide reliable clean power. The expansion will involve significant investment. This will help meet peak demand. It ensures round-the-clock renewable energy supply.

India plans 62 vessels in FY27 with Rs 51,383 crore investment: Union minister Sarbananda Sonowal

India is accelerating its shipping capabilities to achieve self-reliance, with plans to add 62 vessels by FY 2026-27, backed by a significant investment. A high-level meeting emphasized expanding the fleet, including container vessels, LPG and crude carriers, and green tugs, to ensure resilience against global disruptions and sustain supply chains.

'100 bn dollar investment': Sagar Adani stresses energy resilience strategy amid West Asia crisis

ReNew to set up 6.5 GW solar facility in Andhra Pradesh with investment of Rs 4,500 crore

ReNew Energy is building a major solar manufacturing plant in Andhra Pradesh. The facility will produce solar ingots and wafers. This project represents a significant investment and will create many jobs. It is part of ReNew's larger commitment to the state. The plant is expected to be operational within two years. This development strengthens India's clean energy sector.

Dipan Mehta cautious on FMCG, sees opportunities in Tata group, flags execution risk in Amara Raja

Dipan Mehta, Director at Elixir Equities, said lithium-ion entry improves prospects for Amara Raja Energy & Mobility, but execution remains key. He noted weak volume trends limit confidence in staples demand and suggested shifting exposure to newer consumption segments. He expects steady returns from Trent, sees improving growth in Tata Communications, and highlights EV-led opportunities for Tata Elxsi. Disclaimer: The views and tips expressed by investment experts on CNBCTV18.com are their own, not of the website or its management. CNBCTV18.com advises users to check with certified experts before taking any investment decisions.

Industrial decarbonization hinges on capital cycles, not just clean energy: Jindal Stainless' Kalyan Bhattacherjee

Decarbonizing heavy industry is less about clean energy and more about long asset cycles that lock in emissions for decades. The real opportunity lies in aligning emission cuts with investment decisions, making it a capital strategy issue rather than just a sustainability goal. A mix of efficiency, renewables, and circularity will be key to managing this transition.

Mayuresh Joshi bullish on Vedanta, NLC India; sees ONGC benefiting from tight oil supply

Mayuresh Joshi, Director Research at Marketsmith India, said Vedanta’s business segments could deliver steady performance as structural drivers remain intact. He highlighted improving margins and capacity expansion in the power space, while noting mixed signals in copper due to softer numbers. Joshi added that constrained crude supply may support upstream companies’ realisations in the near term. Disclaimer: The views and tips expressed by investment experts on CNBCTV18.com are their own, not of the website or its management. CNBCTV18.com advises users to check with certified experts before taking any investment decisions.

Stock Market News: Shares of THIS company in focus after it increases investment in subsidiary's energy unit, - India.Com

Stock Market News: Shares of THIS company in focus after it increases investment in subsidiary's energy unit,India.Com

Up over 650% in 5 years! Multibagger metal stock to be in focus on Thursday. Here’s why

Godawari Power and Ispat Limited is set to attract investor interest as it increases its investment in Godawari New Energy Private Limited by ₹50 crore for a battery energy storage plant. The company's shares have surged 27.5% from March lows, reaching a record high of ₹304.95.

Ambit prefers large caps, private banks; cautions against aggressive mid, small cap buying

Nitin Bhasin, Head of Institutional Equities at Ambit, said market positioning remains focused on stability, with flows shifting toward large-cap stocks and select banks. While some sectors may see short-term gains linked to currency movement and sector rotation, caution remains due to earnings visibility and competition trends. Energy and power themes are evolving, with a mix of traditional and renewable sources expected to drive capacity expansion. Disclaimer: The views and tips expressed by investment experts on CNBCTV18.com are their own, not of the website or its management. CNBCTV18.com advises users to check with certified experts before taking any investment decisions.

Deven Choksey backs power stocks, sees dips in Vedanta as buying opportunity

Deven Choksey of DRChoksey Finserv remains constructive on the power and utilities space, highlighting names like Tata Power, Adani Power and PFC as steady bets despite valuations not being cheap. He prefers large cement players over regional ones, citing scale and cost advantages. For Vedanta, he believes the recent setback is not structural and any dip could offer a buying opportunity. 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.