Q4 Results 25th Apr Live: AXIS Bank, IDFC First Bank, India Cements, RBL Bank, SBFC Finance, UCO Bank to announce Q4 results

Quarterly results

Shriram Finance Q4 web revenue jumps 41%

Shriram Finance Q4 web revenue jumps 41 per cent

Shriram Finance studies a 41% rise in Q4 web revenue, pushed by robust mortgage progress throughout a number of segments.

Quarterly results

Reliance Retail studies secure Q4 progress amid margin pressures

Reliance Retail studies secure Q4 progress amid margin pressures

Reliance Retail studies 10.8% Q4 income progress to ₹98,232 crore amid margin pressures and aggressive retailer enlargement.

Economy

J.P. Morgan upgrades Taiwan, tech to chubby; cuts India to impartial amid AI surge and stagflation

J.P. Morgan upgrades Taiwan, tech to chubby; cuts India to impartial amid AI surge and stagflation

J.P. Morgan upgrades Taiwan and tech to chubby whereas downgrading India to impartial due to financial headwinds and AI progress.

Stock market

IT rout and crude surge drag Nifty to third straight loss

IT rout and crude surge drag Nifty to third straight loss

Nifty and Sensex face losses as IT shares plunge and crude oil costs surge, marking a difficult market setting.

Quarterly results

Reliance Jio revenue grows 13% to ₹7,935 crore in Q4

Reliance Jio revenue grows 13% to ₹7,935 crore in Q4

Revenue up 12.7% on ARPU progress and subscriber additions; EBITDA margin expands 190 bps

Quarterly results

Reliance Ind Q4 web dips 12.6% sapped by power enterprise

Reliance Industries studies 12.6% drop in quarterly web revenue to ₹16,971 crore in March quarter

Reliance Industries’ quarterly web revenue drops 12.6% to ₹16,971 crore, regardless of client enterprise progress and income enhance.

Quarterly results

TNPL FY26 revenue rises on deferred tax restatement

TNPL FY26 revenue rises on deferred tax restatement

Full-year revenue rises to ₹248 crore on deferred tax reversal amid risky paper market

Industry replace

Solar Sector Update | Anti-Dumping Duty Noise – No Material Impact

Recent headlines across the proposed anti-dumping duties on photo voltaic panel shipments from India, Indonesia, and Laos seem extra sentiment-driven than essentially impactful.

It’s essential to notice that main gamers like Waaree Energies, Premier Energies, and Emmvee PV had already addressed these issues intimately throughout February interactions.

Key Takeaways:

* The proposed ~126% preliminary CVD applies particularly to modules utilizing India-made cells.

* Waaree Energies doesn’t use India-origin cells for its US shipments, thereby mitigating any direct publicity.

* Tariff applicability is linked to the cell’s nation of origin, not the module meeting location.

* The firm has proactively constructed a non-China, diversified provide chain for US markets since 2019, making certain regulatory resilience.

Operational Strength Remains Intact:

* US module capability at ~2.6 GW, scaling up to ~4.2 GW by Oct–Dec

* Additional 1 GW capability in Arizona prepared for deployment

* Incremental capacities anticipated to be operational inside this monetary yr

* Strong order e-book of ~₹60,000 crore (web of 9M dispatches), offering multi-year income visibility

* FY26 is shaping up to be a robust progress yr, significantly pushed by sturdy US demand

The present growth is essentially headline noise with minimal basic impression on Indian listed photo voltaic firms.

Any near-term worth correction must be seen as a possibility to accumulate high quality names, given the robust execution visibility and structural tailwinds in world photo voltaic demand.

Stock market

ALL-TIME HIGH BREAKOUT ALERT: twenty fourth April

Today, these 6 shares closed above their lifetime highs, signaling robust momentum and sustained shopping for curiosity:

Hitachi Energy 

Schneider Electric 

Atlanta Electricals 

TD Power Systems 

AU Small Finance Bank 

Quality Power Electrical Equip.

Banking

RBI order on cancellation of Paytm’s Payment Bank License

There can be no impression on the corporate’s income, because the publicity to funds banks was zero. Following the RBI embargo on funds banks, the complete fairness publicity to Paytm Payments Bank has already been written off.

The present fee ecosystem stays intact, and we don’t see any monetary implications. The Payments Bank was already inactive, and all service provider and buyer accounts had been migrated by Paytm.

Regarding the pockets enterprise, the corporate can apply for a contemporary PPI license and will restart operations upon receiving approval.

Haitong IE Sales

Economy

Jefferies on GMR Airports

India | Airport

GMR Airports Infrastructure Ltd| BUY

GMRAIRPO IN | INR96.42 | PT: INR125 | % to PT: +30percentu0009

GMR Promoter Group Increases Stake

GMR Promoter is buying a 7.3% stake in GAL from ADP by way of a stake buy & FCCB buyback totalling ~€924mn, lifting its possession whereas ADP’s financial curiosity would dip to ~39.8%. The deal is valued at Rs85-87/share, 10-12% low cost at CMP, suggesting strategic promoter-to-promoter transaction, but establishing a reputable valuation flooring. We imagine GMR promoters consolidating its stake within the Co alerts robust inside conviction on GAL’s progress trajectory.

Quarterly results

IndusInd Bank logs ₹533 cr revenue in Q4FY26 towards an enormous loss in Q4FY25

IndusInd Bank logs ₹533 cr revenue in Q4FY26 towards an enormous loss in Q4FY25

IndusInd Bank studies ₹533 crore revenue in Q4FY26, rebounding from a loss final yr, pushed by robust curiosity earnings progress.

Quarterly results

Hindustan Zinc studies 68% Q4 revenue surge pushed by rising steel costs

Hindustan Zinc studies 68% Q4 revenue surge pushed by rising steel costs

Hindustan Zinc studies a 68% revenue surge in Q4, pushed by rising steel costs and robust income progress.

Quarterly results

Mahindra Finance Q4 revenue jumps 55%, FY26 earnings up 19%

Mahindra Finance Q4 revenue jumps 55%, FY26 earnings up 19%

Mahindra Finance studies 55% revenue bounce in Q4 FY26, with robust disbursements and asset progress driving total earnings up 19%.

Stock down

Hindustan Zinc posts document quarterly revenue of ₹5,033 crore, inventory slips 0.61%

Hindustan Zinc Q4 Results: Profit document at ₹5,033 cr, inventory slips 0.61%

Annual income and revenue hit document highs on larger volumes and steel costs

Quarterly results

CPCL Q4 web revenue triples on refining margin enhance

CPCL Q4 web revenue triples on refining margin enhance

CPCL’s Q4 web revenue surged threefold, pushed by elevated refining margins amid rising oil costs from geopolitical tensions.

Economy

JP Morgan, HSBC minimize India scores on oil, inflation issues regardless of robust long run outlook

JP Morgan, HSBC minimize India scores on oil, inflation issues

JP Morgan and HSBC downgrade India’s fairness scores amid oil and inflation issues, whereas sustaining a robust long-term progress outlook.

Quarterly results

Adani Green studies larger quarterly revenue on robust energy gross sales

Adani Green studies larger quarterly revenue on robust energy gross sales

Adani Green studies a 34% revenue enhance, fueled by robust energy gross sales amid India’s renewable power enlargement efforts.

Stock down

Cyient shares slide 4% after Q4 miss; buyback at premium presents restricted cushion

Cyient shares slide 4% after Q4 miss; buyback at premium presents restricted cushion

Cyient shares drop 4% after Q4 revenue miss, regardless of buyback assist; market sentiment stays cautious amid promote strain.

Stock down

Infosys shares fall 7% after Q4, muted steering weighs

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Infosys shares slide to 52-week low after Q4, muted steering weighs

Infosys shares hit a 52-week low following cautious Q4 steering, signaling a subdued demand setting and decrease progress expectations.

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