*Stocks in News*
*Wipro:* Company bags 8-year deal from Olam Group, contract value expected to exceed $1 bn, committed spend of $800 m (Positive)
*Apollo hospitals enterprise:* Company approves establishment of multi-speciality hospital at Dwarka, New Delhi, land license period is 55 years, annual license fee of Rs 333m from fifth year (Positive)
*Metropolis Health:* Company reported that group revenue grew around 23% year-on-year (Positive)
*Bajaj Auto:* Company reported that March auto sales rose 20% year-on-year to 4.5 lakh units. (Positive)
*J. Kumar Infra:* Company receives letter of acceptance for construction of international exhibition-cum-convention centre in Lucknow worth Rs 1,184 crores (Positive)
*Senco Gold:* Revenue Growth Of 46% Led By Wedding Season (Positive)
*SRM Contractors:* Company bags contract worth Rs 483 crores from MSIDC for Nashik ring road construction (Positive)
*Escorts Kubota:* Company to increase prices of tractors (excluding Kubota brand) effective April 15, 2026. (Positive)
*Hindustan Copper:* Company achieves provisional sales of 27,367 tonnes of metal-in-concentrate for FY 2025-26; sales up 12% compared to last year. (Positive)
*Suryoday Small Finance Bank:* Bank Q4 FY26 gross advances at Rs 13,201 crore, up 29% y-o-y; disbursements grow 46% y-o-y to Rs 3,077 crore (Positive)
*MOIL:* Company increases prices of manganese ore grades effective from 01.04.2026 (Positive)
*NOCIL:* Company starts trial batches for capacity enhancement in rubber chemicals at Dahej (Positive)
*Borosil:* Company production operations fully restored at borosilicate glass and opal glass furnaces, secured LPG supplies from OMCs after force majeure impact. (Positive)
*Corona Remedies:* Company announced strategic acquisition of Wokadine in India; Buys Wokadine from Dr Reddy’s (Positive)
*Bajaj Housing Finance:* Company Q4 FY26 gross disbursement reaches Rs 17,530 crore, up from Rs 14,254 crore in Q4 FY25; AUM grows 23% to Rs 1,40,700 crore; loan assets stand at Rs 1,23,740 crore. (Positive)
*Vikran Engineering:* Company receives Rs 530.80 crore orders from MSEDCL for power distribution enhancement program (Positive)
*L&T Finance:* Company reports retail disbursements of ~ Rs 24,080 crores for Q4 FY26, up 62% YOY. (Positive)
*JK Lakshmi Cement:* Company declared as preferred bidder in e-auction for Chhipta Limestone Block, Madhya Pradesh (Positive)
*Vedanta Ltd:* Company announces highest ever annual aluminium and alumina production; Q4 silver production up 11% QOQ; power sales increased 43% YOY. (Positive)
*Prestige Estates: Company launches mega 5,120-unit township ‘prestige golden grove’ in Hyderabad with GDV of Rs 9,500 crore (Positive)
*Senores Pharma:* Company announces strategic joint venture in the U.S. for federal and defense sector supplies. (Positive)
*Kernex Microsystems:* Company announces strategic partnership with a leading tech firm to enhance product offerings. (Positive)
*Triton Valves:* Company signs 7-year contract with Aumovio for supply of TPMS valves. (Positive)
*Fabtech Technologies:* Company reports consolidated order book exceeding Rs 900 crore as of march 31, 2026 (Positive)
*Shreeji Shipping Global:* Company receives letter of award from Kerwa coal limited for mine development and operation (Positive)
*Punjab & sind bank:* Q4 business update total business at Rs 2.63 lakh crore vs Rs 2.29 lakh crore, up 14.98% YOY (Positive)
*Steel authority of India:* FY26 sales at 20.14 mt, up 11.5% YOY (agencies) (Positive)
*Emami:* Company locks Rs 200 crore buyout of axiom ayurveda; secures 100% stake in ‘Alofrut’ to enter beverage sector (Positive)
*LG electronics India:* Company smashes records 1 million+ ACs sold in Q1 CY26; reinforces India market dominance. (Positive)
*G R Infraprojects:* Company bags Rs 1,897 crore railway EPC contract in Madhya Pradesh. (Positive)
*Central bank:* Bank gross advances seen at Rs 3.5T vs 2.9T (YOY), Bank total deposits seen at Rs 4.7t vs 4.1t (YOY). (Positive)
*Meghmani Organics:* Company board approves scheme of amalgamation with Kilburn Chemicals and Meghmani Crop Nutrition. (Neutral)
*Bandhan Bank:* Company Q4 FY26 loans & advances increased by 12.6% YoY to Rs 154,235 crore total deposits rose 10.0%, CASA ratio at 29.31% (Neutral)
*Au Small Finance Bank:* Q4 FY26: total deposits increased by 22.8% YoY to Rs 1,52,660 crore, gross advances rose by 25.1% YoY to Rs 1,36,040 crore (Neutral)
*Maan Aluminium:* Company ICRA reaffirms credit ratings for company’s bank facilities; long term rating at BBB+ (stable) (Neutral)
*Baazar Style Retail:* Company opens two new stores in Rewa and Ghazipur; total stores now at 266. (Neutral)
*Union Bank of India:* Company total gross advances increased by 9.76% YoY as of 31st march 2026; domestic advances up 10.06% YoY. (Neutral)
*Adani Ports:* Company sets 1bn tons cargo target by 2030. (Neutral)
*Maruti Suzuki:* Company to expand this network to around 8,000 touchpoints by FY 2030–31. (Neutral)
*Bank of Baroda:* Reported that global deposits rose 12% year-on-year to Rs 16.5 lakh crore. (Neutral)
*Union Bank of India:* Reported that global deposits increased 2.7% year-on-year to Rs 13 lakh crore, while CASA deposits rose 8% to Rs 4.6 lakh crore. (Neutral)
Circuit filter change from 20% to 10%: Ganesha Eco, Confidence Petro. (Neutral)
List of stocks included in the short term ASM Framework: Ganesha Eco, Confidence Petro. (Neutral)
List of stocks excluded from ASM Framework: Nitco, Websol Energy. (Neutral)
*Aster DM Healthcare Ltd* Ex-Date Today, Interim Dividend – Rs. – 3.0 (Neutral)
*CRISIL Ltd* Ex-Date Today, Final Dividend – Rs. – 28.0 (Neutral)
*IREDA Ltd* Ex-Date Today, Interim Dividend – Rs. – 0.6 (Neutral)
*R&B Denims Ltd* Ex-Date Today, Bonus issue 1:2 and Stock Split from Rs.2/- to Rs.1/- (Neutral)
*TVS Holdings Ltd* Ex-Date Today, Interim Dividend – Rs. – 86.0 (Neutral)
*Sanghi Ind Ltd* Ex-Date Monday, Amalgamation (Sanghi Ind shareholders to receive 12 shares of Ambuja Cement for every 100 shares of Sanghi Ind) (Neutral)
*Mahanagar telephone nigam:* Company due to insufficient funds, could not fund escrow account maintained in Bank of India (Negative)
*Tata Steel:* Company received demand notice Rs 1755.10 crore from district mining office alleging excess extraction of coal, company plans to pursue legal remedies. (Negative)
*Bharat Coking Coal:* Coal mining and dispatch work impacted (Negative)
*Sun Pharma:* U.S. President Trump signs 100% tariffs on patented drugs (Negative)
SOBHA Q4 BIZ UPDATE 📊🏗️
• 💰 Sales Value: ₹20,393 mn (↑11.1% YoY, ↓3.6% QoQ)
• 📉 New Sales Area: 1.33 mn sft (↓14.3% YoY, ↓2.5% QoQ)
• 💵 Price Realisation: ₹15,268/sft (↑29.6% YoY, ↓1.1% QoQ)
• 🏢 SOBHA Share Sales: ₹16,341 mn (↑19.3% YoY, ↓10.1% QoQ)
• 📊 SOBHA Share: 80.1% (↑550 bps YoY, ↓580 bps QoQ)
Market Update – 06‑Apr‑2026
Benchmark Indices
– Nifty 50 closes above 22,950, up over 1.1% for the session.
– Index gains roughly 800 points from Friday’s lows, marking its third straight positive day.
– Sensex rises nearly 800 points, with 27 out of 30 constituents ending in the green.
Market Breadth & Flow
– Nifty advance‑decline ratio at about 4:1, with advances clearly dominating.
– Broader market outperforms: Nifty Midcap 100 up over 1.5% and Nifty Smallcap up over 1.2%.
Sectoral Highlights
– Banks & PSU Banks: Nifty Bank up over 2%; Nifty PSU Bank up ~2.4%, led by BOB and MAHABANK.
– Real Estate: Nifty Realty up over 2.3%, with Sobha and Godrej Properties as key gainers.
– Metals: Nifty Metal up ~1.16%, with NMDC and Adani Enterprises among the top performers.
– Auto: Nifty Auto up 1.1%, led by Bosch and TVS Motor.
– FMCG & IT: Nifty FMCG up ~0.8% (Radico Khaitan, Nestle India strong); Nifty IT up ~0.6% (Persistent, Wipro lead).
– Energy & Pharma: Nifty Energy up over 0.2% (Adani Green, Adani Energy Solutions gain); Nifty Pharma ends flat.
Top Stock Movers
– Gainers: Trent (+8%), Shriram Finance (+3.5%), Adani Green (+7.9%), Adani Enterprises (+3.6%).
– Losers: Reliance (-3.3%), ONGC (-2.0%).
🚗 Tata Motors Passenger Vehicles Reports Strong Q1 Growth: Production Up 47.6%, Exports Surge 201% | MCap 1,41,090.3 Cr
– Total production increased from 137,186 units in Q1 2025 to 202,422 units in Q1 2026.
– Domestic sales grew from 146,127 units in Q1 2025 to 198,743 units in Q1 2026.
– Exports rose from 872 units in Q1 2025 to 2,625 units in Q1 2026.
– Compact category (Tiago, Altroz, etc.) production increased from 32,297 to 36,444 units.
– UVC category (Nexon, Punch) production rose from 95,663 to 122,357 units.
– UV1 category (Curvv, Sierra) production grew from 10,238 to 28,287 units.
– Nano and Hexa models showed zero production, sales, and exports in both periods.
RAILTEL , HBL , Kernex Micro IN FOCUS
Indian Railways Approves ₹1,364.45 Crore for Kavach Deployment and Signalling Modernisation Across Multiple Zones
Installation of Kavach Version 4.0 on 232 Southern Railway Locomotives with ₹208.81 Crore Allocation to Strengthen Train Collision Avoidance
Optical Fibre Communication Backbone to be Upgraded Across 3,200+ Route Kilometres in Northern Railway to Support Reliable Signalling worth ₹400.86 Crore
2×48 Fibre OFC Network Over 2,196 Route Kilometres in North Central Railway to Support Kavach Rollout with an Outlay of ₹176.76 Crore
Electronic Interlocking at 49 Stations on High-density Routes in South Central Railway worth ₹578.02 Crore to Reduce Manual Intervention and Improve Operational Safety
Top 10 States by Stock Market Investors in India (Total Investors: 12.8 Cr)
1️⃣ Maharashtra – 2.00 Cr
2️⃣ Uttar Pradesh – 1.49 Cr
3️⃣ Gujarat – 1.10 Cr
4️⃣ West Bengal – 75.48 L
5️⃣ Rajasthan – 73.29 L
6️⃣ Tamil Nadu – 72.08 L
7️⃣ Karnataka – 70.97 L
8️⃣ Madhya Pradesh – 61.76 L
9️⃣ Andhra Pradesh – 61.53 L
🔟 Bihar – 59.38 L
Maharashtra alone accounts for 15% of India’s total investors — a clear market leader.
🇺🇸 PDS LIMITED – US RETAIL DEAL
• Strategic Deal Win: Secures sourcing mandate from a leading US value retailer
• Revenue Visibility: Expected to drive ~$50M sourcing volumes
• End-to-End Capabilities: Includes vendor management, compliance & supply chain execution
• Market Expansion: Strengthens presence in US retail segment
• Scalable Opportunity: Scope to scale volumes over time
• Execution: To be handled via GSCL under Michael Yee
• 🟢 Impact: Positive – Strong deal improves revenue visibility & US expansion
🚆 IRFC – ₹1,000 CR LOAN DISBURSAL
• Loan Disbursal: Sanctions & disburses ₹1,000 Cr term loan to MAHAGENCO
• Strong Start: Begins FY with a large infra financing deal
• Sector Diversification: Expands beyond railways into power sector
• Strategic Partner: Supports Maharashtra’s key power utility
• Infra Focus: Strengthens position as diversified infra financier
• Asset Quality: Continues strong track record with near zero NPAs
• 🟢 Impact: Positive
STOCK MARKET KEY UPDATES
CORE HIGHLIGHT
• Positive triggers across infra, energy & policy developments
TITAGARH RAIL SYSTEMS
• ₹610 Cr shipyard expansion (Falta) approved
• Govt subsidy ~₹129 Cr
• Capacity boost for defence & commercial vessels
• Impact: Positive
IRFC
• ₹1,000 Cr loan disbursed to MAHAGENCO
• Expanding into power financing
• Strong asset quality (near zero NPAs)
• Impact: Positive
DEEP INDUSTRIES
• ₹59 Cr ONGC order (3-year contract)
• Gas compression & related services
• Impact: Positive
RBI POLICY (FPI DEBT)
• Limits unchanged: G-Sec 6% | SDL 2% | Corp 15%
• Ceiling raised: ₹15.52L Cr (H1 FY27) → ₹16.33L Cr (H2)
• VRR merged with general route (from Apr 1, 2026)
• 50:50 split retained for G-Sec incremental limits
IMPACT
• Positive – Infra push & policy support aiding market sentiment
FINANCE MINISTER
Global public debt has surged to approximately $106 tn exceeding 95% of Global GDP
As per the IMF, the US has a debt-to-GDP ratio of 125% in 2025, with Japan at a staggering 235%
Many advanced economies that spent decades running expansionary fiscal policies now find themselves with severely constrained policy space
India is the only major economy where the IMF projects this ratio to fall significantly- to 75.8% by 2030
The debt outlook for the advanced economies such as US, China, Germany, and others is projected to worsen
Our external debt-to-GDP ratio stands at just 19.1% as of Sep 2025
🇮🇳 IOC asks Karnataka autos to switch to petrol as LPG crisis hits hard
70% autos can run dual fuel as 300+ LPG pumps shut after supplies capped at 70% of pre-crisis levels.
Supply raised to 68.53 MT vs 43.5 MT in Feb, but long queues persist amid Hormuz-linked disruption.
Jubilant FoodWorks ; STRONG REVENUE GROWTH, LFL REMAINS MUTED
• Q4 Revenue: ₹2,505 Cr, ↑ 19% YoY
• FY26 Revenue: ₹9,544 Cr, ↑ 17% YoY
• LFL Growth: Domino’s India at 0.2%, muted performance
• Turkey Performance: Domino’s Turkey LFL ↑ 9%
• Store Expansion: 69 net stores added; total store count at 3,663
• India Expansion: 59 new Domino’s India stores added
Impact: Mixed
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