Leading stock exchange BSE Ltd announced a 61 per cent increase in consolidated net profit to Rs 795.47 crore for the March quarter, driven by higher income, and reported its highest-ever performance in its 150-year history for the full financial year 2025-26.
Maruti Suzuki India reported a significant 147 per cent year-on-year increase in mini-car sales (Alto and S-Presso) during April-May 2026, reaching 32,341 units, driven by eased production constraints and a surge in demand for CNG vehicles amidst rising fuel prices.
The support will be provided to oil-marketing companies (OMCs) in the form of interest-free advances through the ministry of petroleum and natural gas. The OMCs, in turn, will use the fund to provide ATF price stabilisation support to Indian carriers operating domestic and international flights.
State-run Bharat Petroleum Corporation Ltd (BPCL) plans a significant capital expenditure of 25,000 crore for the financial year 2026-27, primarily for ongoing expansion projects. The company also stated that the recent 4-per-litre price hike in petrol and diesel has provided some financial relief amidst volatile crude oil prices and mounting losses.
India's domestic pharmaceutical market recorded its highest value growth in five quarters during Q4 FY26, driven primarily by pricing and an early indication of volume recovery, with a significant structural shift towards chronic and sub-chronic therapies.
While investors would focus on the results and guidance for the third quarter of financial year 2025-26 (Q3FY26) in the normal course of business, the US-Israeli attack on Iran and the latter's retaliation at Gulf allies of the US has forced them to weigh the consequences of the event.
Indian pharmaceutical companies are strategically increasing investments in the US market, focusing on specialty drugs, complex generics, respiratory products, and local manufacturing, despite a nearly 10 per cent fall in exports to the US in FY26 due to pricing pressure and competition in traditional generics.
Reliance Industries is expected to report largely flat performance for its fourth quarter (January-March, Q4) of FY26, with weakness in the oil-to-chemicals (O2C) business and muted retail growth likely to offset steady gains in the telecommunications segment.
Indian IT stocks have seen a significant decline of up to 33 per cent year-to-date in 2026, largely due to artificial intelligence (AI) disrupting traditional outsourcing models, leading analysts to predict a challenging FY27 for the sector despite some cushion from rupee depreciation.
Foreign investors pulled out Rs 21,000 crore (around $2.3 billion) from Indian equities over the last four trading sessions amid deteriorating global risk sentiment triggered by the West Asia crisis.
India's electric vehicle (EV) market experienced a significant surge in financial year 2025-26 (FY26), with e4W registrations nearly doubling and e2Ws growing by over 20%, propelled by expanding charging infrastructure, diverse model launches, and accessible financing.
InterGlobe Aviation (IndiGo) is experiencing significant financial pressure, with its stock falling 18 per cent since the start of the Iran war, due to rising Brent crude prices, a weakening rupee, and disruptions to its West Asia and European flight networks caused by geopolitical tensions.
With the worst in terms of pricing pressures behind Tata Steel, its outlook is expected to improve. Europe has seen hot rolled coil prices rise this January after the European Union's (EU's) carbon border adjustment mechanism (CBAM) kicked in and further price improvements may be on the cards once import quotas come into play in June.
Analysts are revising down India Inc's financial year 2026-27 (FY27) earnings growth forecasts, citing persistently high crude oil prices above $100 a barrel due to the West Asia conflict, which is expected to dent corporate financial performance in the coming quarters.
Companies are already diversifying sourcing, raising prices, and reworking operating models as the disruption drags on.
Major paint companies in India, including Asian Paints, Berger Paints, Akzo Paints, and Kansai Nerolac, have announced price hikes ranging from 1% to 8% across various product lines, effective from mid-March to late April, in response to persistently high crude oil and gas prices.
Despite recent share price dips, Bharti Airtel is strategically positioned for growth, driven by investments in data centres via Nxtra, a potential tariff hike, and strong performance in Africa, alongside efforts to deleverage and expand its subscriber base in underpenetrated rural markets.
IT services giant Wipro's board has given the green light to a massive Rs 15,000 crore share repurchase programme, aiming to buy back over 5 per cent of its equity, or up to 60 crore shares, from shareholders at Rs 250 per share, reflecting an 18 per cent premium.
API Holdings, the parent company of online pharmacy PharmEasy, has significantly reduced its debt from 1,800 crore to 1,050 crore and refinanced it at lower interest rates under CEO Rahul Guha, shifting its focus from 'growth at any cost' to profitability and aiming for a debt-free balance sheet before a potential stock market listing.
TVS Motor Company is strategically positioned for sustained outperformance in the domestic two-wheeler industry, propelled by increasing market share in scooters, premium motorcycles, electric vehicles (EVs), and robust export growth, according to analysts.
Infosys Q4 results beat estimates, but weak FY27 guidance triggers cautious brokerage outlook and target price cuts. Should investors worry?
Biocon is actively seeking in-licensing opportunities to expand its biosimilars portfolio, focusing on products that complement existing therapy areas, as the company shifts to a 'consolidate' phase with a strong emphasis on improving capacity utilisation, expanding margins, and driving return on capital employed.
Mahindra & Mahindra Ltd reported a significant 48.5 per cent jump in consolidated profit after tax to Rs 5,259.91 crore in the March quarter, primarily attributed to strong performance in its auto and farm sectors, alongside ambitious plans for new SUV and EV launches.
Bajaj Auto is set to launch new Pulsar motorcycles in the 125cc and 150-250cc segments in Q2 FY27, aiming to capitalise on the upcoming festival season surge. This move follows strong growth in the 150cc-plus segment, where refreshed Pulsar models already account for over 50 per cent of Bajaj's sales.
Small- and midcap stocks have delivered their biggest monthly rally in 12 years, but rising oil prices and global tensions could make the road ahead volatile.
Reliance Industries Limited (RIL) faced a challenging fourth quarter, with its energy business experiencing significant headwinds, leading to overall muted results and prompting analysts to adjust their outlook, even as consumer segments like Jio and retail demonstrated robust growth.
Dabur India's stock has fallen over 17 per cent since the start of the Iran war, driven by concerns over a weak monsoon, the West Asian crisis, and rising input costs, which are expected to impact the company's revenues and margins, particularly affecting its significant rural sales and international markets.
Following regulatory action against Paytm Payments Bank Ltd (PPBL), Paytm strategically separated its core operations, a move praised by analysts for preserving business continuity and governance. This separation has enabled Paytm to sustain growth and improve profitability.
Info Edge (India) shares fell 2.9 per cent after the company reported muted growth in recruitment billings for Q4 FY26, leading brokerages to expect impacted operating performance and potential margin contraction.
West Asia conflict triggers sharp sell-off in Indian markets, with realty, banking and auto stocks leading losses amid energy shock fears.
FMCG major Hindustan Unilever Ltd (HUL) reported a 21 per cent increase in its March quarter consolidated net profit, reaching Rs 2,994 crore, primarily driven by higher volumes and a significant gain from the divestment of its stake in Nutritionalab.
HDFC Bank, India's largest private-sector lender, has revised its FY27 growth trajectory, stepping back from earlier guidance to align with a more measured 12 per cent year-on-year expansion, citing geopolitical uncertainties.
Leading jewellery companies, Titan Company and Kalyan Jewellers India, have reported better-than-expected top-line growth in Q4 FY26, driven by robust same-store sales growth, higher average ticket sizes, and an improvement in buyer growth, signalling a strong recovery in demand.
Indian bank credit expanded by 16.08 per cent year-on-year in FY26, marking its fastest pace since FY24, while deposits grew by 13.47 per cent, according to RBI data. Experts caution that year-end figures may be inflated due to reporting date changes, but acknowledge strong momentum in corporate, MSME, and retail segments.
India's aviation sector is facing fresh turbulence, with rising fuel costs, the Ministry of Civil Aviation's free-seat directive, and geopolitical disruptions in West Asia clouding near-term earnings visibility.
The Reserve Bank of India (RBI) Governor Sanjay Malhotra is now confronting the classic growth-inflation tradeoff, a situation exacerbated by the West Asia war, which threatens to end the 'goldilocks period' of low inflation and robust growth.
IndiGo operator InterGlobe Aviation had a mildly encouraging third quarter in financial year 2026 (Q3FY26).
The Defence Acquisition Council (DAC) has recently approved procurement proposals worth Rs 79,000 crore across three services and it has cleared AoN (Acceptance of Necessity) of Rs 3.3 trillion in financial year 2026 (FY26).
Dabur's business update for Q3FY26 indicated mid-single digit consolidated revenue growth. The guidance is that growth in operating and net profits will beat revenue growth. In the domestic business, home and personal care (HPC) revenue grew in double digits, while healthcare is likely to post a sequential growth in low-single digits.
The projections in the cement industry are mixed. Prices and demand remained muted in the third quarter (October & November) and short term uptick doesn't seem likely. However, the second quarter of the financial year 2026 (Q2FY26) was good year-on-year (Y-o-Y) for many cement majors aided by base effect, and some analysts expect acceleration in earnings and volume in the next financial year, again aided by base effect.
