Deepak Korgaonkar

While the taxation environment for the tobacco sector presents near-term challenges, ITC aims to maintain its market standing through an integrated seed-to-smoke value chain and premium offerings.

Looking ahead, L&T's management expects sustained demand across infra, hydrocarbon, renewables, power T&D, power capabilities and water treatment in both domestic and international markets.

As volumes recover, the company expects the Auto business to move towards Adjusted Operating EBITDA and free cash flow positivity through FY27, believes Ola Electric.

With a clear strategic road map, a strong balance sheet and dedicated team, ATGL is well positioned to support the country's transition to a gas-based economy, believes the management.

The company's management said improved capacity utilisation, expansion in global markets, and contribution from newly launched products supported growth during the financial year 2025-26.

Shares of power companies surged as investors cheered strong order books, renewable energy demand and robust earnings visibility across the sector

Siemens Energy, CG Power and Industrial Solutions, GE Vernova T&D India, Thermax, ABB India, Hitachi Energy India, Siemens and Adani Green Energy were up in the range of 4-8% in Wednesday's trade.

AIA Engineering delivered a healthy margin-led performance in Q4FY26 despite modest volume growth, highlighting the strength of its niche high-chrome business model, says ICICI Securities.

Since April, the Nifty Metal index has zoomed 25 per cent, as against 7.2 per cent gain in Nifty 50.

Adani Energy Solutions, Adani Total Gas and Adani Green Energy were up in the range of 4-7% on the BSE in Wednesday's intra-day trade.

The company is primed to capitalize on the booming solar opportunity with expanded module capacity of 11.1 gigawatts and cell capacity going up to 10.6 gigawatts shortly, says Premier Energies.

The stock price of Adani Power hit a new high of ₹245.40 and has zoomed 89 per cent from its February low of ₹130.15 on the BSE.

In the past one month, the Nifty Midcap 100 index outperformed the market by gaining 3.4 per cent, as compared to 0.1 per cent decline in the Nifty 50.

Choice Broking maintains a 'BUY' rating and says Lloyds Metals is structurally shifting from a pure mining play to a higher-margin, integrated metals platform.

Although geopolitical developments in key Middle East markets created certain challenges, company continued to demonstrate resilience and adaptability, says ICICI Securities.

Hindalco, KEI Industries, Polycab, Apollo Hospital, Anand Rathi Wealth, GE Vernova T&D, Manappuram Finance, Navin Flurochemicals, Torrent Pharma and J B Chemicals hit fresh life-time highs on Monday.

Ind-Ra expects Premier Explosives' revenue to improve by at least 10 per cent-15 per cent year-on-year (YoY) in FY27, backed by a robust order book of nearly ₹1,271 crore at end-Q4FY26.

With record order book of ₹21,200 crore, favourable industry tailwinds, and continued focus on high-value products and global markets, HFCL remains confident of sustaining this growth momentum.

Eicher Motors Q4 consolidated net profit rose 12% YoY backed by record sales of Royal Enfield in the March quarter. Analysts maintain positive outlook on the stock.

Grasim is the flagship company of Aditya Birla Group, which is led by Kumar Mangalam Birla; while, the group holds substantial stake in Vodafone Idea.