Source: CNBCTV18
Shares of GMR Airports Ltd. opened with gains on Monday, May 26, after global brokerage firm Jefferies maintained a ‘Buy’ rating on the stock, citing a healthy March quarter performance and a strong FY26 outlook.
The shares of Gujarat Narmada Valley Fertilizers and Chemical gained 7.6% on Monday to hit an intraday high of ₹552.4 apiece. The shares, however, have fallen 3.5% in the year so far.
The company reported its Q4 results on Friday:
– Net profit up 65.4% at ₹210 crore vs ₹127 crore (YoY)
– Revenue down 2.6% at ₹2,055 crore vs ₹2,110 crore (YoY)
– EBITDA up 65.5% at ₹240 crore vs ₹145 crore (YoY)
– Margin at 11.7% vs 6.9% (YoY)
#GlenmarkPh says: From Concall
▶️Russia biz has done well, #Ryaltris is a key product in Russia
▶️Expect more impact of US orders on branded drugs vs generics
▶️See some challenges in supply of #Liraglutide
▶️Comfortable with 10 to 12 % growth in India
▶️Still in discussions… pic.twitter.com/B6YinTfh5i
— CNBC-TV18 (@CNBCTV18Live) May 26, 2025
Recommendations by Sudarshan Sukhani, Technical Trends:
Sell Coromandel International with a stop loss of ₹2,430
Buy ITC with a stop loss of ₹430
Buy Bajaj Finserv with a stop loss of ₹2,000
Buy SBI Life with a stop loss of ₹1,760
Rupee opens at 85.05/$ vs Friday’s close of 85.21/$
#4QWithCNBCTV18 | #NTPC reports #Q4Results
Net profit at ₹5,778 cr vs CNBC-TV18 poll of ₹5,810 cr
Revenue at ₹43,903.7 cr vs CNBC-TV18 poll of ₹46,562 cr
EBITDA at ₹11,255 cr vs CNBC-TV18 poll of ₹13,318 cr
Margin at 25.6% vs CNBC-TV18 poll of 28.6% pic.twitter.com/82Mui4WVd1
— CNBC-TV18 (@CNBCTV18Live) May 24, 2025
– Net profit up 77% at ₹417.3 crore vs ₹236 crore (YoY)
– Revenue up 13.7% at ₹3,343 crore vs ₹2,939 crore (YoY)
– EBITDA up 34.5% at ₹736.6 crore vs ₹547.5 crore (YoY)
– Margin at 22.03% vs 18.63% (YoY)
Nibe bagged order worth ₹150.6 crore from an Israel-based defence technology company
Net profit down 23.3% at ₹51.3 crore vs ₹70.6 crore (YoY)
Revenue down 24% at ₹459.8 crore vs ₹604.3 crore (YoY)
EBITDA down 40.7% at ₹78 crore vs ₹131.4 crore (YoY)
Margin at 16.94% vs 21.74% (YoY)
GE Vernova T&D India on Friday (May 23) reported a nearly three-fold jump in its net profit to ₹186.49 crore for the March quarter, mainly on the back of higher revenues.
Glenmark Pharmaceuticals Ltd. announced its consolidated financial results for the fourth quarter and full fiscal year 2025, demonstrating healthy revenue growth despite challenges in North America.
#NewsFlash | Eternal In Focus,
????Both MSCI and FTSE announce weight reduction in indices
????This follows a reduction in the Foreign Ownership Limit (FOL) of the company from 100% to 49.5% pic.twitter.com/EMq8fPbYOS
— CNBC-TV18 (@CNBCTV18Live) May 23, 2025
Sun Pharmaceutical Industries Ltd. on Friday announced a fresh investment of up to $25 million in US-based biopharmaceutical firm Pharmazz Inc., raising its stake to approximately 22.7% on a fully diluted basis. The move deepens Sun Pharma’s push into high-value specialty products, particularly in the neurological and critical care segments.
Havells India to invest ₹340 crore to further hike cables capacity at Alwar location, the company said on Friday. The Alwar plant’s total cables capacity to be 41.45 lakh km.
– Net profit up 65.4% at ₹210 crore vs ₹127 crore (YoY)
– Revenue down 2.6% at ₹2,055 crore vs ₹2,110 crore (YoY)
– EBITDA up 65.5% at ₹240 crore vs ₹145 crore (YoY)
– Margin at 11.7% vs 6.9% (YoY)
The Reserve Bank of India (RBI) has imposed a monetary penalty of ₹63.60 lakh on Union Bank of India for non-compliance with regulatory provisions related to depositor fund transfers and agricultural lending norms.
Steel major JSW Steel Ltd. on Friday, May 23, reported a nearly 14% year-on-year rise in its consolidated net profit at ₹1,501 crore in the March quarter of the last fiscal. The same was ₹1,322 crore in the last year quarter. The profit figure was higher than CNBC-TV18 poll of ₹1,470 crore.
#StocksToWatch | Here’s a list of stocks in focus going into trade today???? pic.twitter.com/py5syqyckm
— CNBC-TV18 (@CNBCTV18Live) May 26, 2025
The ongoing fourth earnings season is entering its final phase this week, with companies like Nazara Technologies, Aurobindo Pharma, Akums Drugs and Pharmaceuticals, KEC International, RateGain Travel Technologies, Awfis Space Solutions, Venus Pipes & Tubes, Olectra Greentech, Bajaj Healthcare, Gillette India, Balaji Amines, Blue Dart Express, Shilpa Medicare, Hi-Tech Pipes, Laxmi Dental, Apeejay Surrendra Park Hotels, Snowman Logistics, Talbros Automotive Components, Yatharth Hospital & Trauma Care Services, Infibeam Avenues, among others, reporting their earnings for the January to March period on Monday, May 26.
Follow CNBC-TV18’s live blog for the latest updates on Q4 results today
#CNBCTV18Market | Here’s how the global market cues are placed this morning???? pic.twitter.com/pQ83eWU6Wv
— CNBC-TV18 (@CNBCTV18Live) May 26, 2025
Nomura has downgraded shares of Balkrishna Industries Ltd. to “neutral” from its earlier rating of “buy”, slashing its price target to ₹2,644 from ₹3,242, citing increased risks as the company plans to diversify into more competitive tyre segments.
Nomura on Ashok Leyland
Buy call, target ₹275/share
Q4 EBITDA in-line; pick-up in replacement demand could drive growth in FY26
Expect 5% M&HCV growth in FY26/FY27 backed by improved government capex
Sees lower interest rates and lower fuel prices
Expect FY25–27 earnings CAGR of 15%
Current valuations at 9.5x FY27 EV/EBITDA and 15x P/E (ex-investments) look attractive
Increase EPS estimates for FY26/27 by 7.8%/7.8%
Morgan Stanley on Ashok Leyland
Overweight call, target ₹284/share
Revenue lower than estimates, EBITDA ahead of estimates
EBITDA margin came in at 15% vs estimate of 14.3%
Adjusted PAT for write-off of intangible assets and impairment loss at ₹1,260 crore
HSBC on Ashok Leyland
Downgrade to Hold, target raised to ₹260/share
Operating leverage and cost-cutting initiatives led to strong operating margins in Q4
Going forward, believe demand and cost-related headwinds will keep margin under pressure
Can the Domestic Money take advantage today?
Financial markets closed
US: Memorial Day
UK: Spring Bank Holiday
FII On Index Futures (on contracts)
Change in OI Positioning
Longs +3670 33%
Shorts +2558 67%
Positioning on Index Futures
FII -54197
Clients +58947
NIFTY OPTIONS (May 29)
Strike Change in OI Premium
24900 Call +21.35 lk shares 192
24950 Call +9.31 lk shares 168
24800 Put +33.34 lk shares 168
Nifty making lower highs!
19-May-25 25,063
20-May-25 25,010
21-May-25 24,946
22-May-25 24,738
23-May-2025 24,909
Nifty levels to track
Resistance 25,125
22-May-25 low 24,462
Nifty Bank resistance: 56000!
US President Trump delayed the imposition of 50% tariffs on the EU until July 9.
Stock to track: TATA Motors
Monday Cues: Following the Trump Rollercoaster!
Asian markets cheer extension of EU 50% tariff deadline
Japanese Prime Minister Shigeru Ishiba: Seeing progress in trade negotiations with US; Tokyo aims to advance tariff talks
US steel shares surge 23% on as merger with Nippon Steel gets cleared
Trump: US Steel entering a ‘planned partnership’ with Nippon Steel
Russia launches largest ever drone and missile attack on Ukraine over weekend
13 dead in barrage of 367 drones and missiles launched at Ukrainian cities
Oil prices rangebound on expected supply increase from OPEC Plus
Domestic Cues
Nifty sees consolidation last week; Friday a day of Positive FPI Flows
FPIs net buy ₹1,794.6 crore in cash market
DIIs net buy ₹299.8 crore in cash market
RBI announces dividend of ₹2.69 lakh crore for FY25
RBI FY25 dividend to govt 27% higher than FY24
IMD on monsoon progress
Southwest Monsoon Has Covered Goa And Reached Maharashtra’s South Konkan Region
Monsoon Arrives 10 Days Early in Maharashtra; Earliest Arrival on Record
IPO Buzz
Leela Hotels IPO: ₹2,500 fresh issue, ₹1000 crore OFS
Aegis Vopak Terminals IPO: Fresh issue of ₹2,800 crore
JSW Steel in Focus: Bhushan Power & Steel insolvency case hearing in NCLT & Supreme Court
Shares of Tata Motors Ltd. will be in focus on Monday, May 26, after US President Donald Trump delayed the imposition of 50% tariffs on the European Union until July 9.
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