Page 2 - Brokerages

Single-digit earnings growth likely for India Inc in June quarter

Brokerages however expect a further slide in revenue growth due weak demand in key sectors such as Banks, IT Services, FMCG, Automobile, Oil & Gas and mining & metals

Retail trading at risk if proprietary giants like Jane St exit: Zerodha CEO

Zerodha founder and CEO Nithin Kamath has cautioned that retail trading activity could be impacted if proprietary trading firms like Jane Street, which contribute nearly 50 per cent of options trading volumes, scale back their participation in the market. This development could have negative implications for both exchanges and brokers, he added. "Prop trading firms like Jane Street account for nearly 50% of options trading volumes. If they pull back which seems likely retail activity (~35%) could take a hit too. So this could be bad news for both exchanges and brokers," Kamath said on X. "The next few days will be telling. F&O volumes might reveal just how reliant we are on these prop giants," he added. In an order released in the early hours of Friday, the market regulator found Jane Street (JS), a New York-based hedge fund, guilty of manipulating the indices by taking bets in the cash, and, futures and options markets simultaneously for making handsome gains. It has barred the

Jane Street crackdown: MIIs, brokerage shares fall on volume concerns

Among MIIs, shares of BSE fell around 6.5 per cent to Rs 2,639 per share, while CDSL declined by nearly 2.5 per cent on Friday, closing at Rs 1,763 apiece

Brokerages positive on medium-term prospects of Torrent-JB Chemicals merger

Despite steep premium and short-term earnings dilution, analysts expect Torrent Pharma's acquisition of JB Chemicals to be value accretive in the medium term

Global trading giants expand in India, driving talent rush, upgrades

The influx of global trading firms has opened up opportunities for India's two main exchanges, which are both upgrading their tech infrastructure

India remains a 'refuge for investors' amid global market jitters: HSBC

Standard Chartered and HSBC say Indian equities are supported by strong macro fundamentals, domestic inflows and government spending despite global uncertainty

Pressure plaque steadily builds on Colgate-Palmolive's Q4 performance

Can it fill the cavity of doubt with its premium strategy? Experts weigh in

Groww to hike minimum brokerage, DP and MTF charges from June 21

Groww will raise minimum brokerage to ₹5 and revise DP and MTF charges starting June 21 citing rising costs and regulatory impact on brokerages' revenue streams

Despite short-term concerns, brokerages remain bullish on Hindalco

Upstream aluminium revenue stood at Rs 10,300 crore in Q4FY25 (up 22 per cent YoY), led by higher aluminium prices

Dolat Capital sets Rs 564 as target price for Hindustan Zinc, 'buy' rating

Domestic brokerage expects company to gain from cost control and base metal expansion

IndusInd Bank may face hit to core profit and biz growth: Brokerages

Brokerages lower FY25 and FY26 estimates after IndusInd Bank audit reveals ₹674 crore income misreporting and ₹595 crore in unsubstantiated balances

Large deal wins, execution to drive outperformance for Coforge in FY26

While overall FY25 order flow stood at $3.4 billion, up 75 per cent year-on-year (Y-o-Y), about $2.1 billion came in Q4 alone

Development potential, cash flows to ensure growth for Macrotech in FY26

From blueprint to build, growth gears for real estate major click into place

Reliance heads into earnings with most analyst 'buy' calls since 2008

Firms from Macquarie Group Ltd. to Kotak Securities Ltd. have upgraded their rating on billionaire Mukesh Ambani's flagship firm since January, with analysts highlighting its cheap valuation

Hackers use Japanese brokerage a/cs in $700 mn global stock manipulation

he scams typically use the hacked accounts to buy thinly traded stocks both domestically and overseas, allowing anyone who has built up a position earlier to cash out at inflated values

FY26 could be a constructive year for FII flows: Pranav Haridasan, Axis Sec

Haridasan believes that the 90-day pause on the new US reciprocal tariffs provides temporary relief but does not eliminate the uncertainty

ICICI Securities partners with TCS to upgrade retail trading platform

The collaboration will allow ICICI Securities to provide customers with an intuitive, state-of-the-art trading and wealth creation experience tailored to evolving market demands

Revenue hit looms for all brokerages, says CJ George, CMD, Geojit Financial

George tells that the impact of tariffs on domestic corporates is expected to be limited, owing to the strong capital raised over the past three to four years

Result preview: Retailers' revenue likely to edge up in weak Q4FY25

Brokerages estimate the consumer discretionary segment to outperform the staples sector

US tariff move on India: What Axis Bank and leading brokerages say

Trump's 26% tariff on India rattles sectors from IT to autos; brokerages flag risks to growth, trade talks, and policy outlook