Market Trends

Supported by the Sun Pharma's proven record of strong cash flows, analysts remain confident in gradual deleveraging over time.

MTAR, as Bloom's key supplier of critical hot box assemblies (commanding 60-70 per cent wallet share), is not merely a beneficiary of this theme but an irreplaceable enabler of it, MOFSL said.

Vedanta remains firm on its deleveraging plans, and going forward, higher cash flows will support both its expansion plans and deleveraging efforts.

Adani Power reported strong PAT generation in Q4, driven by robust operating profitability and lower tax expenses.

Vedanta announced that May 1, 2026, will be the record date for its long-awaited demerger. The stock will turn ex-date on April 30 because May 1 is a market holiday.

Coal India is positioning for steady growth, supported by volume expansion and diversification into coal gasification, critical minerals, and renewable energy, say analysts.

Telecom players continue to gain market share, supported by higher customer stickiness, improving financial performance, and favourable market conditions.

In Q4FY26, Ceat delivered high growth in all segments including international business, despite geopolitical tensions.

Analysts believe HCL Technology's softer revenue guidance versus expectations and an AI deflation impact of 3-5% will likely raise concerns about overall industry growth for FY27.

In the past one month, the stock price of Websol Energy Systems has rallied 88 per cent.

Strong position in the domestic foods market, innovative product portfolio, focus on distribution expansion and improving out-of-home consumption will help Nestle achieve better growth, say analysts.

ONGC and Oil India are key beneficiaries if Brent price remains elevated above USD 70/bbl as their CMP is discounting ~USD 65/bbl net crude realisation amidst low risk of windfall tax, said analysts.

The RBI has issued final guidelines for transitioning to an Expected Credit Loss (ECL) framework, effective April 1, 2027, largely in line with the earlier draft.

Analysts at JM Financial Institutional Securities have pegged an upside target of ₹393 per share on BHEL; whereas Axis Securities expects SAIL to rally toward ₹200-mark.

Sun Pharma to acquire all outstanding shares of Organon for $14.00 per share in an all cash transaction with an enterprise valuation of $11.75 billion.

The average trading volumes at the Shaily Engineering counter more than doubled with a combined 1.5 million shares changing hands on the NSE and BSE in Friday's intra-day trade.

The company will continue to derive strength from the existence of experienced promoters and positive outlook for the GLP1 segment, which is expected to yield revenue to the company from FY27 onwards.

The company has traditionally been stronger on debt side while on equity side, it has consistently been losing market share for which the stock trades at a considerable discount to other larger peers.

In the past month, Azad Engineering shares have zoomed 51 per cent, as against a 6 per cent fall in the benchmark Sensex.

Himadri Speciality said it has decided to remain firmly focused on disciplined capital allocation to drive sustainable returns and maintain a robust ROCE profile.