Page 49 - The Smart Investor News
United Breweries falls 5% post Q4 as Iran war raises profitability concerns
United Breweries share price fell 5 per cent and hit a 52-week low on Wednesday, after Q4FY26 results, flagged Iran war-driven cost pressures and weak margin outlook
 "United Breweries falls 5% post Q4 as Iran war raises profitability concerns")
Marico jumps 4% to record high on strong Q4 results; MOFSL sees 15% upside
For the March quarter of FY26, Marico reported an 18.26 per cent Y-o-Y rise in consolidated net profit to ₹408 crore. Its consolidated revenue from operations stood at ₹3,333 crore.
 "Marico jumps 4% to record high on strong Q4 results; MOFSL sees 15% upside")
PNB gains 3% on mixed Q4; analysts flag weak margins, eye up to 25% upside
Punjab National Bank reported a domestic NIM of 2.61 per cent for Q4FY26, as compared to 2.96 per cent in the corresponding quarter of the previous fiscal
 "PNB gains 3% on mixed Q4; analysts flag weak margins, eye up to 25% upside")
L&T top loser among Sensex stocks, down 4% in firm market; here's why
Q4 execution was impacted by ₹5,000 crore revenue slippage due to supply chain disruptions in the Middle East and delays in water projects, indicating near-term execution headwinds.
 "L&T top loser among Sensex stocks, down 4% in firm market; here's why")
Coforge zooms 10% on solid Q4 show; analysts see up to 47% upside
Elara Capital has upgraded its rating to 'Accumulate' from 'Reduce', while Choice Institutional Equities has reaffirmed its 'Buy' rating following the Q4 results
 "Coforge zooms 10% on solid Q4 show; analysts see up to 47% upside")
Godrej Properties falls 5% despite strong Q4; brokerages see up to 15% gain
Godrej Properties reported a 73 per cent increase in its consolidated profit at ₹650 crore, as compared to ₹376 crore in the year-ago period
 "Godrej Properties falls 5% despite strong Q4; brokerages see up to 15% gain")
CreditAccess Grameen share price defies market weakness to rally 10%
CreditAccess Grameen shares have outperformed the broader market over the past year. The stock has gained 15 per cent so far in 2026, compared with a 4.8 per cent decline in the Nifty index.
 "CreditAccess Grameen share price defies market weakness to rally 10%")
Defence stocks: HAL, GRSE, Apollo Micro gain up to 3% in weak market
The Nifty India Defence index hit an intra-day high of 9,093.20, up 1.3 per cent on the NSE in intra-day deals, and was inching towards its 52-week high of 9,159.55 touched on June 24, 2025.
 "Defence stocks: HAL, GRSE, Apollo Micro gain up to 3% in weak market")
Aditya Birla Capital up 5% on healthy Q4; brokerages eye up to 24% upside
Aditya Birla Capital reported a 30.6 per cent year-on-year (Y-o-Y) growth in its consolidated net profit to ₹1,129.16 crore, as compared to ₹864.64 crore in the year-ago period
 "Aditya Birla Capital up 5% on healthy Q4; brokerages eye up to 24% upside")
Ather Energy jumps 5% to hit 52-week high; analysts see up to 14% upside
Ather Energy share: Sentiment was further buoyed by favourable brokerage commentary, with Nomura and Emkay Global retaining 'Buy' ratings on the stock
 "Ather Energy jumps 5% to hit 52-week high; analysts see up to 14% upside")
Tata Technologies shares rally 9% after Q4 results; dividend declared
Post quarterly results, Motilal Oswal Financial Services has reiterated its 'Sell' rating on Tata Technologies stock for a target price of ₹500.
 "Tata Technologies shares rally 9% after Q4 results; dividend declared")
Sunflag Iron & Steel zooms 29% in 2 days, hits record high; here's why
According to BSE bulk deal data, the investor Vallabh Roopchand Bhanshali purchased 2 million equity shares of Sunflag Iron & Steel for ₹60 crore.
 "Sunflag Iron & Steel zooms 29% in 2 days, hits record high; here's why")
Wockhardt jumps 10% on posting Q4 profit turnaround; revenue up 30% YoY
In the March quarter (Q4FY26), Wockhardt posted net profit year-on-year (Y-o-Y) of ₹166 crore, as compared to a net loss of ₹25 crore a year ago
 "Wockhardt jumps 10% on posting Q4 profit turnaround; revenue up 30% YoY")
Avenue Supermarts slips 5% as analysts flag QC threat, expensive valuation
Avenue Supermarts shares plunge 5.2 per cent post Q4 as analysts flag quick commerce (QC) threat and expensive valuations
 "Avenue Supermarts slips 5% as analysts flag QC threat, expensive valuation")
BHEL zooms 13%, stock hits all-time high after 18 years; here's why
In the past one month, the market price of BHEL has appreciated by 62 per cent, as compared to 5 per cent rise in the BSE Sensex.
 "BHEL zooms 13%, stock hits all-time high after 18 years; here's why")
Equitas SFB zooms 11% to hit new 52-week high on multi-fold jump in Q4 PAT
Equitas Small Finance Bank said that it has reported highest quarterly PAT of ₹213 crore in Q4FY26, registering a growth of 406 per cent on Y-o-Y basis.
 "Equitas SFB zooms 11% to hit new 52-week high on multi-fold jump in Q4 PAT")
Hindustan Aeronautics soars 6%; what's driving this PSU defence stock?
JM Financial Institutional Securities maintains 'Buy' rating on HAL with a target price of ₹4,875.
 "Hindustan Aeronautics soars 6%; what's driving this PSU defence stock?")
HUL up 5% post Q4 results; brokerages turn bullish, see up to 20% upside
For the entire FY26, HUL clocked a profit of ₹15,059 crore, up 41 per cent Y-o-Y. Its total income in the fiscal year grew by 4.6 per cent to ₹65,219 crore.
 "HUL up 5% post Q4 results; brokerages turn bullish, see up to 20% upside")
Laurus Labs rallies 6%, hits record high post Q4 results; brokerages upbeat
Laurus Labs is now getting the benefit of the same as the CDMO quarterly run rate has gone up from ₹220-250 crore to ₹450-500 crore in two years, believe analysts.
 "Laurus Labs rallies 6%, hits record high post Q4 results; brokerages upbeat")
Jindal Steel shares rise 4% on Q4 results; analysts peg up to 11% upside
Analysts broadly retained their bullish stance, expecting steel prices to remain steady at healthy levels, thereby supporting margins
 "Jindal Steel shares rise 4% on Q4 results; analysts peg up to 11% upside")