Page 13 - Markets News

Fashion segment may drive margin expansion for Nykaa over medium term

Nykaa's Q1FY27 results show accelerating growth, improving margins, and a strong turnaround in its fashion business, driven by premiumisation, AI-led efficiencies, and retail expansion

Solid launch pipeline cushions DLF's Q1 miss, keeps FY27 outlook intact

DLF's Q1 presales slumped due to no launches, but a ₹60,000-crore-plus project pipeline and strong cash position keep analysts positive on the stock

BSE urges brokers to widen participation in closing auction session

The exchange has asked brokers to promote investor participation, display indicative equilibrium prices and strengthen order-routing tools to improve price discovery under the new closing auction fram

Stock Market Close: Sensex gains 152 pts, Nifty settles at 24,624 as RBI maintains status quo

Sensex Today | Stock Market Highlights, Wednesday: In the broader markets, the Nifty MidCap and the Nifty SmallCap ended 0.18 per cent and 0.7 per cent higher, respectively

Neutral pause suggests rate hikes aren't imminent: Aditi Nayar

We broadly concur with the MPC's growth forecasts for FY2027, notwithstanding some differences in the quarterly projections, Nayar said.

Ola Electric up 11% after Axis Energy pact; zooms 91% from March low

Ola Electric Mobility said that it has signed a Memorandum of Understanding (MoU) with Axis Energy outlining the potential deployment of up to 20 GWh of battery energy storage systems by 2032.

SME aerospace & defense stock Digilogic Systems zooms 56% in 3 days

Digilogic Systems share price hit a new high of ₹183, surging 13 per cent on the BSE in Wednesday's intra-day deals amid heavy volume.

RBI policy a cautiously constructive hold; focus on liquidity management

The RBI is more likely to use temporary liquidity absorption tools than tighten its policy stance or rates ahead, while system liquidity should improve as government spending accelerates.

New India Assurance, Go Digit soar up to 10% on huge volume; here's why

General insurance stocks rally: The Supreme Court of India directed an increase in the mandatory third-party motor insurance coverage period for new vehicles.

RBI policy & market outlook: Calm is conditional, say analysts

For Indian markets, the bigger issue over the next few months, analysts said, isn't the repo rate, but how much more geopolitical pressure the rupee can take before the central bank has to step in.

QSR sector at discount to retail peers; MOFSL bullish on these 4 stocks

The brokerage noted that the QSR sector has been an underperformer in the last four years and the aggregate market cap of listed QSR companies has declined by 20 per cent during FY22-26.

RBI's balanced pause raises bar for future rate hikes: Amar Ambani, YES Sec

Any further policy tightening is likely to remain contingent on a sustained rise in energy prices or evidence of broader, demand-driven inflationary pressures.

Unanimous MPC vote on rates signals stability amidst global uncertainty

The slight surprise element in the policy was the decision to raise the GDP growth rate projection for FY27 to 6.7 per cent from 6.6 per cent earlier

Improved balance of risk supports RBI to remain on wait & watch mode

The balance of risk improved as downside risk to growth declined along with upside risk to inflation, according to Gaura Sengupta, chief economist at IDFC First Bank

RBI's FY27 inflation projection cools bond yields; what's the road ahead?

Despite markets continuing to price in policy rate hikes over the next 6-12 months, the softer-than-expected tone of the policy has supported bond markets, said Deepak Agrawal, Kotak Mahindra AMC.

Rupee gains post RBI policy; analysts say may rise to 90/$ by year-end

Analysts expect the rupee to improve further and may move back towards 90 by the end of this year, supported by several reasons, including a drop in oil prices and FIIs showing positive signs.

ASK Auto, Fiem, Varroc rally up to 15%; what's driving auto part stocks?

Indian Auto Parts makers are commencing a transformation journey into adjacent supply chains including semiconductor WFE, defense, data center power generation, EV parts and aerospace, say analysts.

Rate sensitives shine: Realty up 3%, NSE Auto hits new peak on rate pause

Among interest rate sensitives, Exide, Uno Minda, Bosch, Tata Motors CV, Ashok Leyland, Godrej Properties, DLF and Lodha Developers gained 3-5% in Wednesday's intra-day trade post RBI policy.

Are auto, bank, realty stocks worth your money post RBI policy? Tech view

Jatin Gedia of Teji Mandi believes that Bank Nifty and Nifty Realty are in a consolidation phase, while the support zone for the Nifty Auto index moved higher following the recent breakout.

Sebi sees no need to review new stock closing auction immediately

India's benchmark Nifty 50 index had seen sharp volatility earlier this week as a new mechanism to determine the closing prices of stocks was introduced on Monday