Deepak Korgaonkar

With healthy revenue growth, a strong order book, and a sustained execution pipeline, BHEL enters FY2026-27 with solid momentum.

The Nifty Auto index has declined nearly 3% in the last two trading sessions amid a fresh spike in Brent oil prices owing to the US-Iran standoff.

Glenmark Pharma, Cipla, Wockhardt, Mankind Pharma, Lupin, Zydus Life, Laurus, Ipca Labs, Divis Labs, Strides Pharma and Onesource were up in the range of 3% to 6%.

The brokerage firm expects UTLSOLAR to deliver strong growth (56 per cent/65 per cent/65 per cent CAGR in revenue/EBITDA/PAT over FY25-28), driven by PMSGMBY-led demand and capacity expansion.

In the near-term, the non-gold portfolio will continue to consolidate before resuming growth momentum in a calibrated manner from FY27 onwards, analysts at Axis Securities said in the Q3 result update

ABB India, Samvardhana Motherson International and Adani Power from the Nifty Next 50 index surged in the range of 5 per cent to 8 per cent in intra-day deals on Wednesday.

As early signs of commodity inflation return to the FMCG basket, analysts at ICICI Securities believe HUL is structurally better positioned to navigate the cycle.

Thus far in the month of April, the market price of Adani Power has zoomed 35 per cent in anticipation of healthy demand outlook.

The order book at ₹5,005 crore remains significantly below earlier guidance of ~₹8,000 crore, highlighting weaker order inflows and cautious order booking strategy, ICICI Securities said in a note.

Analysts have been positive on asset management space, considering the levers of stable systematic investments and a better yield outlook.

Sobha, Godrej Properties, Phoenix, Anant Raj, Lodha Developers, Oberoi Realty and Aditya Birla Real Estate were up between 3 per cent and 4 per cent on the NSE in Tuesday's intra-day trade.

Analysts believe SAIL is expected to deliver improved performance ahead, driven by safeguard duty-led steel price hikes, favourable demand tailwinds, and a focus on cost optimization.

Vedanta informed the stock exchanges that May 1, 2026, has been approved as both the effective date of its demerger and the record date to determine eligible shareholders.

Thus far in the month of April, the Nifty PSU Bank index has outperformed the market by soaring 15 per cent, as compared to 9.6 per cent rise in the Nifty 50.

On Friday, April 17, 2026, Lloyds Enterprises bought 500,000 shares representing 0.73 per cent stake in Bharat Wire Ropes via open market, BSE bulk deal data shows.

Jyoti CNC, Apar Ind, BHEL, Thermax, Kirloskar Oil Engines, Siemens Energy, ABB, CG Power and Hitachi Energy were up 2 per cent to 5 per cent on the BSE in Monday's intra-day trade.

The order book expansion to ₹2.4 trillion provides strong revenue visibility, with a book-to-bill of ~7.4x, ensuring multi-year execution pipeline and reducing earnings volatility, said analysts.

The bonus issue shall augur well with the shareholders as the company historically has never declared any bonus issue, said analyst at ICICI Securities.

Pernod Ricard reported strong growth in India mainly driven by premiumisation thus giving a positive outlook for other liquor companies operating in the country.

Easing geopolitical tensions and softening input costs are lifting overall sentiment in the consumer goods space, said analyst at Mirae Asset Sharekhan.