Sensex Today | Stock Market Highlights: Market cap jumps ₹10 lakh crore as Sensex, Nifty rally

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Astha Jain, Research Analyst Hem Securities:

KEC International is looking very good to us. And yes, the order book is now showing a strong momentum. And even the macros, are also supported right now for this company. And we believe that going ahead also, we can see margin expansion in their numbers on the basis of the strong order book as well as the segment which is a major margin driver for the company. So, I believe, yes, one can hold in this counter. So, idea here is to stay invested in this counter with the price target of ₹650 at the initial levels.

Vaishali Parekh, Vice President – Technical Research:

We’ve seen a good erosion right from ₹750. The recent rally, we saw a fall coming right from ₹750 levels, and now it’s showing signs of bottoming out, and there is a sign of reversal also. So even to average out, it makes a very good strategy. With ₹540 as near-term support, this stock is ready for a trading target of ₹650. We can have a re look once we see this sustaining about ₹650 if it does. But for now, yes, it’s a good buy.

Mayuresh Joshi, Director Research, Marketsmith India

We like the exchanges. The exchanges are part and parcel of both our portfolios in India and the global level as well. The logic is very simple under penetration is one of the key assets in terms of the Indian capital markets as a structural theme. Therefore, as penetration increases, it’s very obvious that the trading activity is going to increases, and obviously exchanges are going to be a big beneficiary in terms of the whole scenario.

Rupee ends at 93.37/$ against Monday’s close of 93.38/$

Rajesh Kothari, Managing Director, AlfAccurate Advisors

On Markets

“I think earnings are going to be hit, and that’s why the market was down. But the market went down 11%, and in my view, earnings are not going to get hit by 11%. Earnings might get hit by 2–4%. So yes, there will be downgrades, but the market has already factored it in. That’s why markets are generally ahead of fundamentals—fundamentals follow after that. There is always a one- or two-quarter lag. Remember the COVID period? Remember the Russia-Ukraine war? The same thing happened. From an upside perspective, can you get earnings growth for the Nifty, which is about 12–13% for FY27? That’s a reasonable assumption from here on, because markets have already recovered partially from the bottom—roughly from 22,000 to above 24,000. If you look at the market, we are just back to the levels of 28th February, when the uncertainty around the West Asia war started. Around 25,000 was the point from where the war-related uncertainty began.”

On Various sectors

“I think we should not extrapolate the last 30 days’ trend into a theme for the next three years. These are seasonal reactions, and people tend to overextend them. Crude, for instance—who knows, it could correct back to $65 or even $50, because supply is significantly higher than demand. That’s why crude was below $70 before the war. So let’s not extrapolate recent trends. It is better to focus on companies and themes that are secular in nature. Renewables might be one, I’m not too sure. But premiumisation within automobiles is a clear trend. Consumerism as a theme will restart. Banking and financials will do reasonably well over the next 12–18 months. Hospitals as a sector also got de-rated, which has nothing to do with the war. That can recover as well.”

Siddhartha Khemka, Head of Research, Wealth Management, Motilal Oswal Financial Services

Radico Khaitan is expected to post strong double-digit volume led growth in this quarter, as well as the summer season is expected to be strong and elevated. That could also help some of the alcohol beverage companies, while United Spirits, they are likely to see a 3% volume decline, largely because of the Maharashtra excise hike that is going to be there. But this is an interesting space. Lot of companies have developed global brands from India and that are finding acceptability even within India as well as some of the global markets. We like this space, and within that Radico Khaitan is our top pick.

Lakshya Powertech secures an order worth ₹642 crore from Vedanta

Siddhartha Khemka, Head of Research, Wealth Management, Motilal Oswal Financial Services

With the improvement in performance, the market valuation would also start coming in because of the improvement in flows. For this quarter lower, other income that led to PAT miss. But apart from that, we believe that the overall growth in AUM those are likely to propel a consistent growth of about 17% in AUM and similar PAT growth over the next two years. We definitely have a positive view with a buy rating and a target price of ₹3,850 on ICICI Prudential Asset Management Co.

Astha Jain, Research Analyst Hem Securities:

Looking after the kind of business update which this bank has posted, we are finding this bank to be a decent avenue to deploy, continue to deploy the funds in. So, one should remain invested in this counter, because we believe that, in fact, the results which they going to be declaring will also be very supportive. Stay invested in this counter with the price target of ₹150 to ₹160 at the initial level. But these targets are subject to revision if results will come above our expectations.

Vaishali Parekh, Vice President – Technical Research:

Technically, it doesn’t justify a buy. Only consolation is that charts of all periodicity are deeply corrected, so one can expect a bounce back coming in. So, with ₹110 as a stop loss, one can keep a buy and hold for a target of ₹150 that is all I’m looking at right now, because we are not seeing any reversal for now.

Vaishali Parekh, Vice President – Technical Research

I do like Happiest Minds – one of the stocks that comes to our mind right now. The risk reward ratio is also very favourable. So, I would look at this stock and besides that, let’s wait for some clarity. But for now, let’s talk about Happiest Minds. It looks positive. One can buy and look for a return of – maybe this can go towards ₹500 levels.

Astha Jain, Reasearch Analyst Hem Securities:

Happiest Minds itself is looking very strong because of their AI led integration, and their order pipeline is very strong, which we believe will be led up by the BFSI segment and healthcare segment. So, if anyone wants to go, then Happiest Minds is also one of the preferred choices. And valuation wise, also, the stock has seen a lot of beating, so from the valuation perspective, also, it is looking to be a reasonably priced at the current level. Hence, we would like to go with Happiest Minds, with a price target of ₹450.

The National Stock Exchange (NSE) is putting more of an emphasis on the commodities market, with a clear goal of increasing participation from all investor sectors and broadening its product offerings.

Epack Prefab shares are surging towards ₹200 per share

Awfis shares have surged over 14%

Commerce Min Says

Total Exports For FY26 Crossed $860.09 Bn, $35 Bn More Than FY25

The shares of Elecon Engineering have declined by over 5% from the highs after reporting its results.

While Ethereum is outperforming with sharper upside, Bitcoin has skyrocketed with strong gains and huge trade volumes. With consistent ETP inflows and new product releases, institutional participation continues to be a major driver.

After the makeover, accommodation rates are anticipated to increase from ₹7,000–7,500 to ₹9,000–10,000, according to Arun K. Chittilappilly. The company is concentrating more on high-end, immersive services, such as its water-themed resort, Isle, which fetches higher pricing.

Financial platforms, fintech companies, and jewellery retailers have announced a variety of deals and campaigns, indicating both growing customer interest and changing purchasing tastes, as gold buying activity picks up speed ahead of Akshaya Tritiya.

Price adjustments and a rebound in rural consumption contributed to an increase in FMCG demand during the January–March 2026 quarter. Additionally, the difference between price and volume increase has begun to close.

Govt Sources Say | Indian Delegation To Visit The US Next Week For Trade Talks

The Indian markets have tried to maintain their gains as they retain higher levels.

The US-based Bandak Aviation Inc. and Paras Defence and Space Technologies Ltd. have inked a deal to support aerial refuelling systems for the Indian Armed Forces.

The Nifty 50 index is up over 350 points, and these are the biggest contributors to this gain.

These are the biggest volume-based movers today among the Nifty 500 stocks.

Ajit Mishra, SVP – Research, Religare Broking

An investigation into the explosion at the Vedanta power plant in Sakti district, which killed 17 people and injured dozens more, has been ordered by Chhattisgarh Chief Minister Vishnu Deo Sai. The corporation has started its own internal inquiry, and the district government has authorised a separate magisterial investigation.

The shares of the infrastructure and construction company has surged over 16%