Stock aaj or kal Official PRIME SUBSCRIPTION👇


Option Plan 👇

https://cosmofeed.com/vig/647708eddd486000205b1930


FUTURE SEGMENT PLAN 👇

[https://cosmofeed.com/vig/65d07582b7d0020012af2591]

EQUITY PLAN 👇

[https://cosmofeed.com/vig/6485e8894454f1002a688918]

HNIs Segment 👇

https://cosmofeed.com/vig/66e85fdc6c052000139d4350


FOR ANY QUERY

[@Stockaajorkal_bot]]

GENSOL ENG: Gensol Denies ED Summons; Calls Media Reports False and Misleading

Company clarifies no ED notice received by promoters or directors in Mahadev Book app case.

Labels media reports as factually incorrect, speculative, and misleading.

Copied from stockaajorkal telegram channel
Confirms no involvement of promoters in the case or related transactions.

Assures timely disclosures if required under SEBI regulations.

Company warns of legal action against spread of false information.

I don't know whether my prime [Future] user are hold it or not.
But I shared it with them along with the exact level..

I don't know whether my prime user are hold it or not.
But I shared it with them along with the exact level..

NOTE BAJAJ FINANCE TRADE NEAR 9500

EXACT LEVEL PAR NEWS AAYA HAI

Stock split,Bonus & Special Dividend to be announced by BajajFinance


Oh bhaisaab


Join 👇

@Stock_aaj_or_kal

AAGYI NEWS

AS WE UPDATE EARLIER

BONUS YA SPLIT KI TAYARI CHAL RAHI HAI MITRO

JUST IN

PAKISTAN FOREIGN MINISTER: PM SHARIF TO HOLD MEETING OF NATIONAL SECURITY COMMITTEE ON THURSDAY TO RESPOND TO INDIA'S STATEMENT AFTER KASHMIR ATTACK


Join 👇

@Stock_aaj_or_kal

Must join this telegram channel for instant stock market news
👇

https://t.me/+cOAV38F3JkYzZWE1

@Stock_aaj_or_kal

Must join this telegram channel for instant stock market news
👇

https://t.me/+cOAV38F3JkYzZWE1

@Stock_aaj_or_kal

GIFT NIFTY DOWN 100+ PTS

Early update to our prime users

HM Amit Shah and Rajnath Singh to hold an all party meeting tomorrow related to this situation. They’ll be speaking to all the parties (opposition as well as members of NDA).

So called Finfluencer ek decisions k baad govt k against bolne lag gaye.

Indus water se ye govt badla legi.. blah blah
Gyaan kuch nahi hai.
bas bakwas karna hai🤦


Arey bhaii Indus water se 90% agriculture depend krta h
and 21% gdp pak ka agriculture se aata hai

Nd this is first move By indians.. more to come

https://twitter.com/stockaajorkal/status/1915073049432617132?s=19

MASSIVE

Attari Border Closed indefinitely

All Pakistani Visas Stand Cancelled
India to withdraw Diplomats from Pakistan

GIFT NIFTY DOWN 80 PTS

GOLD DOWN 2.5%

No SAARC Visa to Pakistani national -India decided at the CCS meeting

India suspends Indus valley water treaty with Pakistan

INDIA HAS SUSPENDED INDUS WATER TREATY WITH PAKISTAN

BESSENT: FULL CHINA TRADE DEAL MAY TAKE 2-TO-3 YEARS

U.S BESSENT: 'WE'RE VERY CLOSE' TO TARIFF DEAL WITH INDIA


Join 👇

@Stock_aaj_or_kal

US Treasury Secretary Bessent: Tariff negotiations will not be an extended process at all.

I am expecting current tax policy to be extended and a great part of that to be permanent.

Trump reference to powell termination may refer to the expiration of his term.

US Treasury Secretary Bessent declines to comment on WSJ story on lowering tariffs on China, but would not be surprised if they went down in a mutual way.

KABRA JEWELS : LARGE TRADE NSE

VIKASA INDIA EIF I FUND - SHARE CLASS P SOLD 🔴 0.67 LKH SHARES @ ₹ 152.10/SHARE

U.S. TREASURY SECY

We are intent on addressing foreign tariffs, non-tariff barriers, currency manipulations

We continue to have a strong dollar policy, adjust on markets

Strong dollar policy is about having policies in place to attract capital flows and confidence

US growth will be much higher vs IMF's projection of 1.8% if we implement Trump's economic policies

Applauds Germany's decision to increase TARIF Fiscal spending, drive European economy

U.S. TREASURY SECY

'America first does not mean America alone'

IMF, World Bank serve 'critical roles'; Trump administration wants to work with IMF, WB

Trump's move to reorder trading system is a start on engagement with China

China will come to realization that it needs economic change, sometimes it takes external push

There is opportunity for big deal between US and China

If China is serious about rebalancing economy, US can also rebalance

Max India

Max India's board approved a rights issue to raise up to ₹125 crores, offering 19 rights equity shares for every 100 held, with a record date of April 29, 2025.

The rights issue price is set at ₹150 per share, with the issue opening on May 7, 2025, and closing on May 22, 2025.

International Travel House (ITHL)

Net Profit: ₹763.11 Lakhs (🔼 41.77% QoQ], 🔼 24.56% YoY])

Revenue: ₹6,066.63 Lakhs (🔼 4.11% QoQ], 🔼 3.42% YoY])

Meeting of the Cabinet Committee Security (CCS) chaired by Prime Minister Narendra Modi comes to an end, meet lasted for two & a half hours

SUPREME PETROCHEM: Q4 SL NET PROFIT 1.07B RUPEES VS 1.3B (YOY); 714M (QOQ)

SUPREME PETROCHEM: Q4 REVENUE 15.4B RUPEES VS 15.6B (YOY)

SUPREME PETROCHEM: Q4 EBITDA 1.45B RUPEES VS 1.75B (YOY) || Q4 EBITDA MARGIN 9.43% VS 11.24% (YOY)

SUPREME PETROCHEM: CO RECOMMENDED DIVIDEND OF 7.5 RUPEES PER EQUITY SHARE

KHAITAN CHEMICALS & FERTILIZERS: Q4 SL NET PROFIT 86M RUPEES VS LOSS 374M (YOY); 126M (QOQ)

KHAITAN CHEMICALS & FERTILIZERS: Q4 REVENUE 1.61B RUPEES VS 508M (YOY)

KHAITAN CHEMICALS & FERTILIZERS: Q4 EBITDA GAIN 116M RUPEES VS LOSS 275M (YOY) || Q4 EBITDA MARGIN 7.21%

KHAITAN CHEMICALS & FERTILIZERS: CO HAS DEFFERED TAX OF 76M RUPEES || Q4 PBT 10M RUPEES VS LOSS 394M (YOY)

TRUMP: EU, CHINA RIPPING THE US OFF

TRUMP: WE'RE GOING TO MAKE A LOT OF MONEY FOR OUR PEOPLE

TRUMP: WILL HAVE FAIR TRADE DEAL WITH CHINA

TRUMP: WE'RE GOING TO HAVE A FAIR DEAL WITH CHINA

SPANDANA SPANDANA; Analyst On CEO EXIT

Shalabh played a key role post-Padmaja Reddy’s exit.

His departure may trigger senior exits and hinder Spandana’s recovery.

Note : Shalabh Saxena Resigned From Induslnd Bank’s Subsidiary Bharat Financial Inclusion To Join SPANDANA SPHOORTY As Ceo In Nov 2021 For 5 years

IIRM HOLDINGS Q4 : CON NET PROFIT DOWN 91.3 % AT 1.97 CR (YOY), DOWN 74 % (QOQ)

REVENUE DOWN 69 % AT 55.48 CR (YOY) , UP 16 % (QOQ)

EBITDA DOWN 80 % AT 9.09 CR (YOY), DOWN 28 %(QOQ)

MARGINS AT 16.39 % V 24.95 % (YOY), 26.46% (QOQ)

SPANDANA SPHOORTY CONCALL

Ashish appointed Interim CEO; smooth transition underway. No non-poach pact.

Board respects outgoing executive's decision.

MFI and growth expected to improve from H2, with positive signs in March and April.

FILATEX INDIA; Board approved the Steam Power Distribution Project in which the Company will sell surplus around 70TPH steam generated from captive power plant to the small companies/persons.

To implement this project, the Company will incur an outlay cost of Rs. 85 crores which will be financed through internal accruals.

The expected date of commissioning is April 2026. With this, the Company is expected to save around 60 crores annually

FILATEX INDIA ; Board considered and approved the revised Company's expansion project for additional manufacturing facilities of Partially Oriented Yarn (POY) of 19800 MTPA, Fully Drawn Yarn (FDY) of 28800 MTPA and Draw Textured Yarn (DTY) of 14400 MTPA at its existing unit at Dahej.

The estimated cost of this expansion is projected at/about Rs. 235 crores and the expected date of commissioning is August 2026

FILATEX Q4 : DIVIDEND 0.25

FILATEX INDIA Q4 : ST NET PROFIT UP 19 % AT 41.38 CR (YOY), DOWN 13 % (QOQ)

REVENUE UP 5 % AT 1080 CR (YOY) ,UP 1 % (QOQ)

EBITDA UP 12 % AT 71.2 CR (YOY),DOWN 9 %(QOQ)

MARGINS AT 6.6 % V 6.22 % (YOY), 7.3 % (QOQ)

U.S CRUDE OIL INVENTORIES ACTUAL: 244K VS 515K PREVIOUS; EST 1550K

U.S CUSHING CRUDE OIL INVENTORIES ACTUAL: -86K VS -654K PREVIOUS

U.S GASOLINE INVENTORIES ACTUAL: -4476K VS -1958K PREVIOUS; EST -1400K

U.S DISTILLATE INVENTORY ACTUAL: -2353K VS -1851K PREVIOUS; EST -650K

US advises its citizen to not to travel to Jammu & Kashmir.

SYNGENE YOY

REFEX IND Q4 :CONS NET PROFIT UP 41 % AT 48.3 CR (YOY), UP 3 % (QOQ)

REVENUE UP 83 % AT 628 CR (YOY) ,DOWN 12 % (QOQ)

EBITDA UP 55 % AT 63.81CR (YOY),UP 25 %(QOQ)

MARGINS AT 10.15 % V 12.05 % (YOY), 7.1 % (QOQ)

SYNGENE INT ; Approved raising MD & CEO Peter Bains' remuneration limit to up to 7% of net profits, subject to shareholder approval.

Approved amendments to the Syngene Long Term Incentive Performance Share Plan 2023, subject to approval of the shareholders of the Company.

Approved termination of Syngene Restricted Stock Unit Long Term Incentive Plan FY 2020 ("the RSU Plan"), subject to approval of the shareholders of the Company

CAN FIN Q4 : DIVIDEND RS 6

U.S. TREASURY'S BESSENT SAYS TRUMP'S MOVE TO REORDER TRADING SYSTEM IS A START ON ENGAGEMENT WITH CHINA

THERE IS OPPORTUNITY FOR BIG DEAL BETWEEN U.S. AND CHINA

IF CHINA IS SERIOUS ABOUT REBALANCING ECONOMY, U.S. CAN ALSO REBALANCE

WE CONTINUE TO HAVE A STRONG DOLLAR POLICY, ADJUST ON MARKETS

SYNGENE Q4 RESULT V ESTIMATES

PROFIT AT 183 CR V EST 177 CR

REVENUE 1018 CR V EST 1066 CR

EBITDA AT 343 CR V EST 350 CR

MARGINS AT 33.8 % V EST 33 %

INDIA FINANCE SECRETARY SETH SAYS HE EXPECTS DIRECT IMPACT OF US TARIFFS ON INDIAN GDP GROWTH TO BE AROUND 0.2 TO 0.5 PERCENTAGE POINTS

@stock_aaj_or_kal

INDIA FINANCE SECRETARY SETH SAYS HE EXPECTS INDIAN ECONOMY TO GROW AROUND 6.5% IN CURRENT YEAR

INDIA FINANCE SECRETARY SETH SAYS SECOND ORDER IMPACT OF TRADE LEVIES ON INDIA THROUGH SLOWING GLOBAL GROWTH WILL BE 'IMPORTANT'


@stock_aaj_or_kal

DALMIA BHARAT YOY

Can Fin Homes Q4

Net Profit Up 11.9% At ₹233.9 Cr Vs ₹209 Cr (YoY)

NII Up 6.3% At ₹365.3 Cr Vs ₹343.7 Cr (YoY)

WHITE HOUSE WOULD LOOK AT LOWERING TARIFFS ON CHINESE IMPORTS PENDING TALKS WITH BEIJING -SOURCE

ANY STEPS WOULD BE IN CONJUNCTION WITH CHINA TALKS, NOT UNILATERAL -SOURCE

EKI Energy Services ; Board has approved the acquisition of a 13% stake in Webricks Innovations Private Limited for ₹10.36 crore.

Webricks, based in Indore, is a software services company specializing in AI-powered CRM and sustainability solutions.

The investment is aimed at enhancing EKI’s offerings in sustainability and carbon management.

Transaction is expected to be completed by May 30, 2025.

IIRM Q4 FY2025

Cons - Net Profit: ₹197.38 Lakhs 🔽 73.80% QoQ, 🔽 91.28% YoY

- Revenue: ₹5,548.72 Lakhs 🔼 15.79% QoQ, 🔽 68.79% YoY

SYNGENE Q4 ; RE 1.25 DIVIDEND

INFOSYS

Infosys incorporated Infosys Australia Technology Services Pty Ltd as a wholly-owned subsidiary.

The new entity has a share capital of one AUD and is 100% owned by Infosys Singapore Pte. Ltd.

SYNGENE INT Q4 :CONS NET PROFIT DOWN 3 % AT 183.3 CR (YOY), UP 40 % (QOQ)

REVENUE UP 11 % AT 1018 CR (YOY) ,UP 8 % (QOQ)

EBITDA UP 8 % AT 343.6 CR (YOY),UP 21 %(QOQ)

MARGINS AT 33.75 % V 34.56 % (YOY), 30.05 % (QOQ)

Syngene reports Q4 earnings

Net Profit at ₹183.3 cr vs CNBC-TV18 poll of ₹177 cr

FNO Data as of 23-April-2025 👇

FII on Index Futures
👉 Added 1636 Longs
👉 Covered 5928 Shorts

🚨 FII Long:Short at 33%:67% 🚨

📷 FII net shorts at 71k contracts

Dow rallies 1,000 points after Trump softens stance on Powell, China tariffs

DALMIA BHARAT: RS 5 DIVIDEND

DALMIA BHARAT Q4 V ESTIMATES

PROFIT AT 439 CR V EST 295 CR

REVENUE AT 4091 CR V EST 4154 CR

EBITDA AT 793 CR V EST 798 CR

MARGINS AT 19.4 V EST 19.2 %

DALMIA BHARAT Q4 :CONS NET PROFIT UP 37 % AT 439 CR (YOY), UP 546 % (QOQ)

REVENUE DOWN 5 % AT 4091 CR (YOY) ,UP 29 % (QOQ)

EBITDA UP 21 % AT 793 CR (YOY),UP 55 %(QOQ)

MARGINS AT 19.4 % V 15.2 % (YOY), 16.05 % (QOQ)

RALLIS INDIA ; RS 2.5 DIVIDEND

RALLIS INDIA Q4 :NET LOSS AT 32 CR V 21 CR LOSS (YOY), 11 CR PROFIT(QOQ)

REVENUE DOWN 1% AT 430 CR (YOY) ,DOWN 18 % (QOQ)

EBITDA LOSS AT 20 CR V 6 CR PROFIT (YOY), 44 CR PROFIT (QOQ)

MARGINS AT -4.65 % V 1.3 % (YOY), 8.4 % (QOQ)

U.S S&P GLOBAL MANUFACTURING PMI (APR) ACTUAL: 50.7 VS 50.2 PREVIOUS; EST 49.0

U.S S&P GLOBAL SERVICES PMI (APR) ACTUAL: 51.4 VS 54.4 PREVIOUS; EST 52.6

U.S S&P GLOBAL COMPOSITE PMI (APR) ACTUAL: 51.2 VS 53.5 PREVIOUS; EST 52.0

S&P 500 WIDENS ADVANCE TO 3.3%, NASDAQ 100 UP 3.9%

U.S CONSIDERS CUTTING CHINA TARIFFS TO DE-ESCALATE TRADE WAR -WSJ

DONALD TRUMP: I’M SUING THE LAW FIRM OF PERKINS COIE

S&P 500 UP 131.15 POINTS, OR 2.48 PERCENT, AT 5,418.91 AFTER MARKET OPEN

DOW JONES UP 745.13 POINTS, OR 1.90 PERCENT, AT 39,932.11 AFTER MARKET OPEN

NASDAQ UP 566.50 POINTS, OR 3.48 PERCENT, AT 16,866.92 AFTER MARKET OPEN

POPULAR VEHICLES; MD Says "Building on the success of its operations in Kerala and Tamil Nadu with PVSL, Ather has further deepened our partnership through this expansion into Maharashtra with 4 LOIs.

While we already have a presence in the state through Bharat Benz and, more recently, with JLR, this new chapter in our collaboration with Ather further strengthens our footprint and product offering in Maharashtra and reinforces our commitment to the 2-Wheeler EV segment

This move strengthens their EV presence, enhances service offerings, and supports broader revenue and market growth goals in the 2-wheeler EV segment.

ICAI’s FRRB to review Gensol and BluSmart financials

TODAY'S NEWS SO FAR

📍 ORDER WINS

- ALPEX SOLAR: Bags ₹380.52 Cr solar module order, boosting its renewable portfolio.

- RAJESH POWER SERVICES: Wins ₹1,116 Cr worth of orders across infrastructure sectors.

- NBCC: Secures ₹64.67 Cr project orders in Odisha, Hyderabad, and Delhi.

- EFC LTD: Wins ₹183 Cr turnkey interiors project from a major Indian MNC.

- SERVOTECH POWER: Receives ₹15.8 Cr solar project order from Indian Railways.

- TROM INDUSTRIES: Wins ₹3.64 Cr rooftop solar contract from Ahmedabad Municipal Corporation.

---

📍 ACQUISITIONS

- SHRIRAM PROPERTIES: Acquires land worth ₹200 Cr+ in Yelahanka for a premium row housing project.

- PVP VENTURES: Acquires 56% in Optimus Oncology, entering the healthcare segment.

- RPP INFRA: Acquires 90+ acres near Chennai Airport for logistics and data center development.

---

📍 COLLABORATIONS / JV

- MARUTI SUZUKI & SUZUKI MOTOR: To set up the Osamu Suzuki Centre of Excellence in India.

- ROYAL ORCHID HOTELS: Partners with Bharti Group to launch Regenta Bharti Resort in Mahabaleshwar.

---

📍 LEADERSHIP CHANGES

- SPANDANA SPHOORTY: CEO resigns; CFO Ashish Damani appointed interim CEO.

- KOHINOOR FOODS: Sells Murthal unit for ₹190 Cr; appoints new CFO.

- NIVA BUPA: Gets IRDAI nod to re-appoint Krishnan Ramachandran as CEO & MD till 2030.

---

📍 NEW PROJECTS / FACILITIES

- UMA EXPORTS: Starts operations at new pulse processing unit in Navi Mumbai.

- SOM DISTILLERIES: Begins beer dispatch to Tamil Nadu from Karnataka facility.

- OPTIEMUS INFRACOM: Launches defense drones at Milipol India 2025.

---

📍 STOCK ACTIONS

- PADAM COTTON: Approves 1:10 stock split to improve share liquidity.

---

📍 EXIT / RECLASSIFICATION

- ELECON ENGINEERING: Exits shareholder pact with Sandvik & BP; reclassifies Eimco Elecon.

- EIMCO ELECON: Officially ends shareholder agreement with Sandvik and Elecon.

---

📍 Q4 RESULTS

- EIMCO ELECON: Q4 net profit ₹14.9 Cr; revenue falls YoY to ₹64 Cr.

- TIPS MUSIC: Q4 net profit ₹30.6 Cr; revenue up 24% YoY.

- TATA CONSUMER: Q4 net profit jumps 60% YoY to ₹345 Cr; revenue at ₹3,926 Cr.

- WENDT INDIA: Q4 profit ₹12.89 Cr; EBITDA margin improves to 36.9%.

- THYROCARE: Q4 profit up 22% YoY to ₹21.7 Cr; EBITDA margin at 30.8%.

- 360 ONE: Q4 net profit at ₹249.6 Cr; EBIT margin stable at 64.1%.

- LTI MINDTREE: Q4 profit rises 4% QoQ to ₹1,128.5 Cr; revenue at ₹9,771.8 Cr.

- BAJAJ HOUSING FINANCE: Q4 profit jumps 53.9% YoY to ₹586.7 Cr; revenue at ₹1,307.7 Cr.

- TAMILNAD MERCANTILE BANK: Q4 net profit ₹291 Cr; asset quality improves with GNPA at 1.64%.

---

📍 USFDA APPROVALS

- CAPLIN STERILES: Gets USFDA nod for Vitamin K1 injectable; targets $18.5M US market.

- AUROBINDO PHARMA (EUGIA): Receives USFDA approval for Dasatinib tablets; targets $1.8B oncology market.

---

📍 CLARIFICATION / MINOR DISRUPTIONS

- JUPITER WAGONS: Reports minor disruption at Deori unit due to labor unrest.

---

📍 REGULATORY / TAX ACTION

- NEOGEN CHEMICALS: Faces GPCB action post-Dahej fire; operations continue at other plants.

---

📍 CERTIFICATIONS / APPROVALS

- LUPIN DIAGNOSTICS: All greenfield labs across India receive NABL accreditation.

---

📍 EXPANSION / NEW SUBSIDIARIES

- TATA COMMUNICATIONS: Establishes a China-based subsidiary to strengthen global presence.

- VIP CLOTHING CO.: Expands Frenchie X innerwear line to major metro cities after Goa success.

POPULAR VEHICLES: Co.s subsidiary Kuttukaran Cars has received four Letters of Intent (LOIs) to set up Ather 3S facilities in Maharashtra, marking its entry into the state.

Two centers will be in Nagpur, and one each in Chandrapur and Chhatrapati Sambhaji Nagar.

Operations are set to begin in Q2.

STERLING TOOLS ; Co. announced that the merger of its wholly owned subsidiary, Haryana Ispat Private Limited, with itself has become effective on April 23, 2025, following the necessary filings with the Registrar of Companies.

The appointed date for the merger is April 1, 2024.

PAYTM Q4 RESULT; MAY 6

MANGALAM GLOBAL Q4 :CONS NET PROFIT DOWN 56 % AT 5.18 CR (YOY), DOWN 18 % (QOQ)

REVENUE DOWN 1 % AT 537 CR (YOY) ,UP 7 % (QOQ)

EBITDA DOWN 56 % AT CR (YOY),DOWN 30 %(QOQ)

MARGINS AT 1.46 % V 3.3 % (YOY), 2.22 % (QOQ)

TATA TELE Q4 : CONS. NET LOSS AT 308 CR V 313 CR LOSS (QOQ) , 309 CR LOSS (YOY)

REVENUE DOWN 7 % AT 308 CR (QOQ) , DOWN 5 % (YOY)

EBITDA UP 1 % AT 152 CR (QOQ) ,UP 7 % QOQ

BAJAJ HOUSING Q4 HIGHLIGHTS

NIMs AT 4 % V 4 % QOQ

COST OF FUNDS AT 7.9 % V 7.9 % QOQ

SBU for near prime and affordable housing continues to deliver as per expectations.

Company has strengthened its management team and will invest deeply in SBU and non-metro markets in FY26 for future growth

M&M Financial Services

Mahindra's long-term bank loan facilities of ₹13,317.00 Crore have CRISIL rating of AAA/Stable (Reaffirmed) and short-term rating of A1+ (Reaffirmed).

CRISIL has also assigned AAA/Stable rating to ₹10,000.00 Crore Non-Convertible Debentures and ₹2,000.00 Crore Subordinated Debt.

Adani Green Energy

Adani Green's subsidiary, Adani Hydro Energy Five Limited, has entered into a Power Purchase Agreement (PPA) with Uttar Pradesh Power Corporation Limited (UPPCL).

The agreement is for the supply of 1,250 MW of energy storage capacity from Pumped Hydro Storage Projects.

BAJAJ HOUSING Q4 HIGHLIGHTS

OPERATING PROFIT FLAT AT RS 750 CR QOQ

GROSS NPA AT 0.29 % V 0.29% QOQ

NET NPA AT 0.13 % V 0.11 % QOQ

PROVISION DOWN 14 % TO 30 CR QOQ

AUM UP 6 % TO 1.14 LKH CR QOQ

DISBURSEMENTS UP 13 % TO 14,254 CR QOQ

CREDIT COST AT 0.12 % V 0.15 % QOQ

ROA AT 2.4 % V 2.4 % QOQ

Axis Securities sees 23% UPSIDE in AU Small Finance Bank Ltd- Credit Cost Pressure to Ease from H2FY26 Driving RoA Improvement!

Antique Review on


HCL Technologies: BUY | TP 1900 | Cautious optimism baked into FY26 outlook

Havells India: BUY | TP 1859 | In-line performance on the operational front

Kotak Review on

HCL Technologies: REDUCE | TP 1500 | Delivers well; good guide in the current
environment

Havells India: SELL | TP 1400 | Strong close to FY2025; cautious demand commentary

AU Small Finance Bank: ADD | TP 650 | Pain from unsecured likely to recede from here

Mahindra& Mahindra Financial: ADD | TP 300 | Running on the same spot

Cyient DLM: REDUCE | TP 450 | Muted start to FY2026; pickup in order inflow key

Centrum sees 26% UPSIDE in AU Small Finance Bank- Poised to deliver historical high RoA levels

Shriram Asset Management Company

Shriram Asset Management received ₹105 crores from Sanlam Emerging Markets (Mauritius) Limited on April 22, 2025, for preferential issue of equity shares.

An independent auditor's certificate confirms compliance with SEBI ICDR Regulations for this capital issuance.

Fitch Ratings: Tariff war threatens growth in many sectors in developed Europe

BAJEL PROJECTS: Mr. Shyam Mittal has been appointed as Senior Management personnel, designated as “Sr. Vice President & Business Head – PD (Power Distribution)” of the Company, with effect from April 28, 2025.

In the past Mr. Shyam Mittal has worked with KEC International, L&T and ABB.

U.S. Vice President JD Vance Called PM Modi & Strongly Condemned The Dastardly Terror Attack In Jammu & Kashmir, says MEA Spokesperson Randhir Jaiswal

DEEPAKFERT

Deepak Fertilisers incorporated a wholly-owned subsidiary, Deepak Globalchem Pte. Ltd., in Singapore on April 23, 2025, for commodity trading.

This new subsidiary involves an investment of USD 10,000.

Sunflag Iron & Steel Company

Sunflag Iron entered a Power Purchase Agreement and will acquire a 26% stake in Sunsure Solarpark Thirty Seven Private Limited for ₹5.775 crores to procure renewable energy.

The investment aligns with Sunflag’s ESG goals, ensuring captive power status under the Electricity Act.