Share Market News

Indian markets ended lower as IT stocks slumped sharply, while financials offered support. Traders now may eye sector rotation, banking strength, and possible IT stabilisation amid cautious, range-bound sentiment.

Benchmark indices extended losses as Sensex fell almost by 559 points and Nifty dropped approx 147, dragged by sharp declines in IT stocks. Financial shares limited damage, while midcaps and smallcaps also closed lower.

SEBI plans a dedicated digital portal and LODR review to simplify SME listing compliance, as IPO activity remains strong. The move aims to widen regional participation, improve transparency, and strengthen investor protection.

SEBI has asked commodity exchanges and clearing corporations to maintain IT capacity at twice the projected peak load, introduce real-time monitoring, and act at 75% utilisation, tightening technology oversight.

Indian textile stocks fell up to 6% as Bangladesh’s RMG exports near $39bn gain access; India exports $37.5bn, while record 4.13 million bales of cotton imports pressure margins in the FY25 period.

JM Financial has issued a "Buy" rating on Bharat Heavy Electricals Ltd (BHEL) with a 40% upside from the government’s Offer for Sale floor price. Understand how, supported by a ₹2.23 lakh Cr. order book, BHEL is set for higher margin expansion and growth.

State-run financial firms plan to raise ₹175 billion through bond sales this week despite elevated borrowing costs. Investors are watching prices closely as yields remain high and near-term rate cuts appear unlikely.

Divi's Laboratories reported a Q3 profit miss, mainly impacted by a 19% increase in raw material costs and a one-time labour law compliance charge. Read more on how the rising operational expenses weighed heavily on the company's bottom line.

JSW Motors’ $3 billion auto venture may face delays in its planned second-half launch as approvals for China-sourced safety components remain pending.

Spot gold prices climbed to $5,038.66, holding above $5,000 after a sharp 13% fall from its $5,595 record high, as weak US retail sales strengthened expectations of Fed rate cuts.

Lenskart reported a strong December quarter, with revenue up 38% YoY to ₹2,308 crore and net profit jumping sharply to ₹133 crore, supported by better margins and operating leverage.

Ashok Leyland reported a 4.5% YoY rise in Q3 FY26 net profit to ₹796 crore on 22% revenue growth, supported by strong volume momentum across MHCV, LCV, and exports.

AI, defence, and the energy transition are expected to drive India’s next wave of capital expenditure, according to Chetan Ahya. Investment in these sectors will support long-term economic growth, productivity, and strategic self-reliance.

Investors on Wall Street are increasingly dumping stocks of companies seen as vulnerable to AI disruption, not just buying AI leaders, triggering sharp sell-offs in firms viewed to be in AI’s crosshairs.

Investors can expect a cautious and largely range-bound trading session on Thursday, as market participants remain selective amid mixed cues. Rather than a strong directional move in the broader indices, stock-specific action is likely to dominate.

The United States has revised the official fact sheet accompanying its recently announced trade agreement with India, introducing subtle but important changes.

Goldi Solar, Gujarat-based 14.7 GW PV module maker founded 2011, plans up to $350 million IPO, mainly fresh shares; DRHP by April; raised ₹14.22 billion in 2023; sector targets $4+ billion listings.

Indian benchmark indices ended flat on Wednesday, with the Sensex snapping a three-day rally as weakness in IT stocks offset gains in banking and healthcare shares.

As per a study by UC Berkley Researchers, the use of AI in workplaces can lead to burnout and lower quality work. The study suggested that companies rethink how they measure productivity, and employees must take intentional breaks.

Retail investors drove $176 million in monthly inflows into software ETFs in February, even after double-digit sector declines on AI disruption fears; U.S. ETFs attracted $156 billion in January inflows.

Cholamandalam’s Q3 numbers are attracting attention. The 27% profit growth, 20% AUM expansion and rising insurance premiums indicate strong credit demand in India. Is this just momentum, or the beginning of a bigger NBFC growth story?

Oil India’s Q3 Performance tells a typical energy story where profits decline by 10%, but operations stay steady. Dividends flow, and Numaligarh Refinery’s 125% profit surge steals the spotlight. Is this a temporary slowdown or a smart long-term PSU opportunity?

Apollo Hospitals shares jumped ~6% after it reported a 35% year-on-year rise in Q3 net profit to ₹502 crore and declared a ₹10 per share dividend, driven by stronger operating performance and improved patient volumes.

Titan reported a 61% year-on-year jump in Q3 net profit to ₹1,684 crore, with total income rising about 40%, driven by strong festive-season demand and improved sales across its jewellery and other segments.

Copper prices on Tuesday remained sideways ahead of the Chinese Lunar New Year holidays and weak international demand. However, the long-term outlook for the red metal remains positive.

Eicher Motors reported a 21% rise in consolidated net profit to ₹1,421 crore for the December quarter, driven by a 21% increase in Royal Enfield volumes and 24% growth in domestic sales.

December US retail sales flat at $735bn (0.0% month-on-month), 2.4% year-on-year; control-group -0.1%; 8 of 13 categories fell; growth forecasts cut, Fed-cut bets rose as consumption cooled into the year-end period.

India’s upcoming FTA with Chile could give it a strategic advantage by improving access to critical minerals like lithium and copper, strengthening supply chains for clean energy and manufacturing and boosting bilateral trade.