Markets News
Info Edge Q4 billings slow on muted hiring and West Asia conflict risks
Iran spillover drags growth; margins on edge
 "Info Edge Q4 billings slow on muted hiring and West Asia conflict risks")
Rising input costs, West Asia war risks weigh on fertiliser sector margins
Rising input costs, supply risks and subsidy pressures amid West Asia tensions could squeeze margins and impact fertiliser output and agricultural demand
 "Rising input costs, West Asia war risks weigh on fertiliser sector margins")
Direct plans lead mutual fund folio growth in FY26 amid volatile markets
Add 21 million folios compared to 15 million in regular plans
 "Direct plans lead mutual fund folio growth in FY26 amid volatile markets")
Rupee snaps 5-day rally; bond yields rise on crude, US yield surge
Currency weakens and government bond yields rise as crude oil prices and US Treasury yields climb amid geopolitical tensions in West Asia
 "Rupee snaps 5-day rally; bond yields rise on crude, US yield surge")
Equities fall as US-Iran truce hopes fade, crude spikes on tensions
Benchmark indices fall sharply as rising oil prices and renewed geopolitical tensions weigh on sentiment, even as broader markets show resilience
 "Equities fall as US-Iran truce hopes fade, crude spikes on tensions")
Exchanges extend validity for SME IPO approvals amid global turmoil
Move follows Sebi's relief to mainboard IPOs, offering SMEs additional time to launch issues as global volatility continues to weigh on capital-raising plans
 "Exchanges extend validity for SME IPO approvals amid global turmoil")
Market fall today: Sensex tanks 1200 pts as US-Iran tensions flare up again
BSE Sensex fell 1,215 pts intraday and Nifty slipped below 23,700 amid US-Iran tensions, oil surge, and FII selling. Here are 6 key reasons that are driving today's stock market decline.
 "Market fall today: Sensex tanks 1200 pts as US-Iran tensions flare up again")
Stock Market Close: Sensex drops 931 points, Nifty below 23,800 amid fresh tensions in West Asia
Sensex Today | Stock Market Highlights, Thursday: In the broader markets, both the Nifty MidCap and the Nifty SmallCap indices ended 0.25 per cent and 0.20 per cent higher, respectively
 "Stock Market Close: Sensex drops 931 points, Nifty below 23,800 amid fresh tensions in West Asia")
Liquidity, uncertainty hit MTF book growth in March, says report
CareEdge Ratings expects steady investor participation going ahead and gradual absorption of regulatory changes to support stable growth in both MTF and overall market turnover.
 "Liquidity, uncertainty hit MTF book growth in March, says report")
Honasa Consumer shares fly 11%; see what's fuelling Mamaearth parent stock
Honasa Consumer share price climbed as much as 11.24 per cent to hit a 52-week high of ₹348.65 during intraday trade on Thursday
 "Honasa Consumer shares fly 11%; see what's fuelling Mamaearth parent stock")
Anthropic Mythos AI: What it means for Indian IT stocks and cybersecurity
Anthropic's latest AI model, Mythos, marks a shift from general-purpose AI to domain-specific intelligence-particularly in cybersecurity. Motilal Oswal sees limited immediate disruption to Indian IT
 "Anthropic Mythos AI: What it means for Indian IT stocks and cybersecurity")
BHEL signs tech pact with E2S for excitation systems; stock up 4%
BHEL said it has signed a TCA with South Korea's E2S Company to strengthen its capabilities in excitation systems for synchronous machines
 "BHEL signs tech pact with E2S for excitation systems; stock up 4%")
Meesho shares zoom 13% on huge volumes; Equirus says buy for 15% upside
Meesho, which reported widening of loss in Q3FY26 to ₹490 crore, had made its Dalal Street debut in December 2025. At CMP, Meesho shares are up 55 per cent from the IPO issue price of ₹111.
 "Meesho shares zoom 13% on huge volumes; Equirus says buy for 15% upside")
US - Iran ceasefire & markets: How brokerages interpret the developments
Here's how leading brokerages have interpreted the recent developments in West Asia and their likely impact on stock markets and crude oil prices.
 "US - Iran ceasefire & markets: How brokerages interpret the developments")
Metal stocks gain up to 4% defying weak market; Q4 outlook remains strong
Buying in the sector came despite a setback in overall market sentiment, as tensions in West Asia resurfaced just a day after the United States and Iran agreed to a temporary two-week ceasefire
 "Metal stocks gain up to 4% defying weak market; Q4 outlook remains strong")
Apollo Micro Systems shares rally 14% on limpet mine blast trials updates
Apollo Micro Systems shares have delivered a 122 per cent return over the past one year, according to NSE data
 "Apollo Micro Systems shares rally 14% on limpet mine blast trials updates")
Rain Industries share price jumps 6% as Dolly Khanna picks 1% stake in Q4
Rain Industries shares jumped up to 6 per cent on the BSE today after investor Dolly Khanna acquired 1.05 per cent stake in the company in Q4FY26
 "Rain Industries share price jumps 6% as Dolly Khanna picks 1% stake in Q4")
Bosch shares outperform markets with 4% gain on strategic acquisition news
Upon acquisition, RBIC will become a wholly owned and material subsidiary of Bosch Limited, in line with Regulation 16(c) of SEBI (Listing Obligations and Disclosure Requirements)
 "Bosch shares outperform markets with 4% gain on strategic acquisition news")
TCS flat ahead of Q4 results; investors watch for AI progress, deal TCV
The IT sector is expected to have a subdued quarter, with revenues likely to remain flat due to the ongoing geopolitical situation
 "TCS flat ahead of Q4 results; investors watch for AI progress, deal TCV")
BofA sees opportunity in battered bank stocks, flags IT underperformance
Nifty Bank index has fallen 8 per cent since the start of the Iran war at the end of February, underperforming the benchmark Nifty 50, which is down 4.7 per cent over the same period
 "BofA sees opportunity in battered bank stocks, flags IT underperformance")