However, he cautioned that India’s information technology (IT) companies are staring at an earnings cut, likely to begin in fiscal 2027-2028, amid concerns that artificial intelligence (AI) will compress billings and revenue growth. Edited excerpts: The Nifty IT Index is down 21% in the last year and has fallen 17% in the last month. How…
Hindalco Industries Ltd stock is down 7% since the company announced its December-quarter (Q3FY26) results. The oft-cited reason for this is the two fires at subsidiary Novelis’s Oswego plant in September and November 2025, which disrupted operations. But that explanation, on its own, is incomplete. Incred Research Services recently downgraded Hindalco and National Aluminum Co….
The implementation of the new labor codes posed a significant challenge this earnings season, forcing companies to increase provisions for employee benefits, which weighed on their bottom lines. This one-time hit slowed profit growth to low double digits, even as top line challenges persisted and the gap between headline growth figures narrowed. How did the…
Share Market Today: The rally that has been going on for three trading days in the Indian stock market has finally come to a halt… highlights After three days of rally, profit booking dominated the Indian stock market. Sensex fell by 504 points and Nifty also fell by more than half a percent. Weakness in…
With the Union budget for FY27 just about there, trading patterns in the derivatives market suggest that foreign investors are bracing for either a correction or a long spell of post-budget calm. Foreign portfolio investors (FPIs), who have prevailed over bullish retail investors by shorting the Indian markets since October 2024, are running into the…
Market experts are bullish on the banking and financial sector before the budget. He said there is momentum in the sector – PSU banking like Bank of Baroda, PNB, SBI, Canara Bank, and NBFC names like Shriram Finance see opportunity. If you want to focus on a large private bank, then Axis Bank is an…
Historically, infrastructure has remained a budget favourite, and expectations this year point towards another meaningful push that could set the tone for stocks linked to roads, railways, construction, and cement. Market expectations currently center on a 10-15% increase in capital expenditure, reinforcing the long-term intent outlined in the National Infrastructure Pipeline. Roads, railways, urban infrastructure,…
Buy or sell stocks: The Indian stock market ended the Wednesday session on a cautious to negative note as mixed cues from Asian peers and sharp losses in the global markets, along with continued weakness in the rupee, kept investor risk appetite subdued. The Indian national Rupee (INR) slipped further to around 91.64 against the…
Three stocks to buy today, Ankush Bajaj’s recommendations: Buy: Multi Commodity Exchange of India Ltd (MCX) Why it’s recommended: MCX is showing signs of renewed momentum after consolidating around short-term moving averages. The RSI at 60 suggests strong bullish undertone, while the MACD at +7 confirms a positive crossover, supporting a potential trend continuation. The…
Stock Market Analysis: The impact of many factors was seen in the stock market in the year 2025. Where foreign institutional investors stayed away from the Indian market. At the same time, many concerns emerged regarding trade tariffs, due to which there was a lot of volatility in the market. However, during this period, market…
