JM Financial also turned underweight on banks, NBFCs and insurance as disbursement growth is likely to remain weak in FY26
ACME Solar reported strong earnings for Q1FY26, with revenue from operations jumping 71 per cent year-on-year (Y-o-Y) to ₹584 crore, compared to ₹340 crore in the same quarter last year.
Indus Towers slipped 5.1 per cent on Wednesday and registered an intra-day low at ₹312.6 per share on BSE; here's why
JM Financial Institutional Securities has picked UltraTech Cement and JK Cement as its top picks in the cement sector; here's why
PNC Infratech shares rose 4 per cent after it secured a ₹297 crore tender for the development of Lal Bahadur Shastri International Airport, Varanasi
Quadrant Future shares rose 4 per cent after it received a ₹129 crore order from RailTel Corp for the Kavach system
The buying on the counter came after the company bagged an export order worth ₹1,700 crore. This order is expected to be delivered during the next 6 to 12 months.
On a consolidated basis, HDFC Securities anticipates the company to clock 10/19 per cent revenue/Ebitda CAGR over FY25-28, building in 180/250 bps margin expansion over FY25-28/30
FII inflows will return once India's earnings growth shifts back to double digits, most likely in H2FY26, says Sahil Shah, CIO and fund manager of Equirus Asset Management
Nomura noted that management remains mindful of internal rate of return (IRR) and intends to step up into full-fledged cell manufacturing only if reasonable returns are visible.
Indian equities have trailed their EM peers by over 24 percentage points since mid-September 2024, primarily because of earnings weakness
The weighted average lending rate (WALR) on fresh loans rose by 18 bps M-o-M in July 2025, led by a sharp 31 bps rise for PSU banks, while private banks saw a 16 bps decline.
Motilal Oswal believes that electronic manufacturing services (EMS) companies like Kaynes Tech have strong ties with Chinese component manufacturers
ICICI Bank has sustained healthy loan growth of ~15 per cent CAGR over FY23-25, outpacing system growth, driven primarily by retail and business banking.
Stocks to Watch today: TCS, Adani Power, JSW Cement, PNC Infratech, DCM Shriram, Aarti Industries and BHEL are among the stocks to watch today, September 03, 2025
Apollo Tyres has given a breakout from its Inverse Head and Shoulders pattern. The stock closed with a positive bias on higher volumes, indicating strong buying interest.
Nifty failed to surpass the nearest resistance of its 5-day DEMA (24613) on a closing basis. However, the fall from the highs is not a definitive sign that the bullish momentum has completely faded.
Ceat shares jumped 4 per cent it acquired Michelin Group's Camso Construction Compact Line business, which includes two plants in Sri Lanka
Stock market close highlights, September 2: The BSE Sensex dropped 752.64 pts from its intraday high of 80,761.14 to touch a low of 80,008.50, before settling 206.61 pts, or 0.26% lower at 80,157.88.
Refex Industries share price rose after the company secured an order with ₹25 crore from the Andhra Pradesh Power Development Company.