News

Stay tuned for other updates on our website: CNBCTV18.com.

You can follow us on Twitter: @CNBCTV18Live @CNBCTV18News

And on Facebook, LinkedIn, Instagram and Telegram

Download our mobile app for Android and iOS platforms

“I think in real estate, you need to follow a slightly different strategy. I prefer companies that have annuity revenues. Two or three names come to mind. Of course, there is DLF, where I think 30–40% of revenues come from annuities, and those are gradually rising with more space being added.

Then there is Prestige Estates. And there’s also Phoenix, another company which we hardly discuss, which is into malls and also has an office portfolio. A better way to play real estate would be through companies that offer flexible office space, like WeWork. I think that’s also quite interesting—they are scaling up pretty well. Another new listing, Awfis, is also very interesting. These companies—WeWork and Awfis—are high-return businesses because they don’t actually buy office space. They lease it, refurbish it, and then cater to global MNCs and GCCs looking for flexible office solutions.

I think those prospects are quite interesting. So the best way to play real estate is through some of the uncommon players within the industry, not the typical, traditional ones, because I think some sort of slowdown will definitely impact the broader industry.”

“I think we are going deeper and deeper into Ather Energy, and it’s really a credible play on electric two-wheelers. I just want to share a small piece of information: about 33% of crude oil goes into petrol, and 60% of petrol is used by two-wheelers. So I think the low-hanging fruit for the government is to give two-wheeler electrification a huge boost, whether through direct subsidies or otherwise.

Ather Energy is certainly a direct play on electric two-wheelers. I think Ola Electric has also been floundering for various reasons—there have been controversies and quality issues. But if they get their act together, the price point is very attractive for retail investors. And who knows—if sales and volumes double or triple, these companies could generate very significant profits.

At the same time, existing two-wheeler companies like TVS and Bajaj also have very solid electric two-wheeler rollouts. My sense is that right now, electric two-wheelers for traditional auto companies may not be profitable, but at scale, they will be as profitable as traditional internal combustion engine scooters and motorcycles.”

“If you look at China, the only reason China is in better shape than most other countries is because of its electrification programme and the efforts it has put into R&D and the proliferation of electric vehicles. Their consumption of oil has gone down, and I think India will certainly follow suit.

If you want to achieve energy self-sufficiency and address energy crises, then electrification of the transportation sector has to be the way forward. I think sooner rather than later, the government will announce a slew of measures to boost electrification of transportation—be it taxation benefits, PLI schemes, infrastructure support, or whatever it takes. We have to move away from oil and gas in the transportation sector.

That is easily possible. So I think whatever the norms may have been before—whether they were followed or relaxed—going forward, they will be implemented very seriously. This is an awakening for the entire world. With this kind of problem, where oil flow has been curtailed, it is totally unacceptable.”

“Fundamentally, these cable companies pass on the higher copper prices to the end users. So though there could be some impact on the transition phase, normally it gets passed on. Now, when we come to Finolex Cables, we prefer more of Polycab India and KEI Industries compared to Finolex.

If we talk about Finolex, they are more on the electrical and the telecommunication side, whereas KEI and Polycab focus more on the infra project. So there they tend to benefit. Though their overall balance sheet is pretty healthy, what they’re trying to do is they’re trying to evolve into a full-scale FMEG business, and they are trying to expand more on the telecom side, where, though, the opportunity is huge, but it’s happening with a lag.

So there could be short-term pressure in between, if the telecom capex doesn’t pick up that quickly. My suggestion would be to switch to Polycab India and KEI Industries, where they are benefiting from the huge opportunity which is being thrown open from the data centre theme. So that theme is a structural theme, which provides a good long-term bet.

“My suggestion would be to hold on to it. Basically, the bank is trying to focus on the overall strategy that clearly surrounds the growth, profitability and sustainability. And recently, like they are scaling up the premium wealth segment post the acquisition of the Citi wealth business and already the synergy benefits have started reflecting in the fee income and the premium retail matrices. We can expect steady earnings growth from there.

But in this segment, the bank is also witnessing high attrition that could pose a challenge in the near term. Our fair value stands roughly around ₹1,400 from a one-year perspective. I wouldn’t suggest adding at these levels. Probably he can hold on for some more time and take a final call, post the Q4 numbers and the outlook that the bank shares in the concall.”

“The stock saw a good correction recently because of the recent regulatory warnings and the income tax search, though nothing concrete was found, so the stock did recover a little.

Now, given the six-month view, if anything further comes out on this, then probably the stock would remain under pressure. But otherwise, if we just look at the pure fundamentals, wherein the order book visibility is there, and the grid expansion is a multi-tailwind opportunity, so Transrail Lighting from that angle will stand to benefit.”

“If he has held on for so long, continue holding. Because when you see the chart, ₹1,700 levels were the high sometime a few years back, which is around 2024. But now we are seeing the stock consolidating and attempting to show some signs of revival and improvement.

Since I would give a view for three to six months, this stock can bounce up to ₹1,050 levels and keep a stop loss of ₹750. ₹1,050 would be an ideal level to get off the stock and probably switch to the better ones.”

“Even from a longer-term perspective, even from the yearly charts and all the stock shows a lot of strength. It is poised for the next target of ₹1,450 to ₹1,500 levels.

I would say, definitely continue to hold. And if he has to add more, I think there was a chance at around ₹1,250-1,260 levels. For now, if it retraces by any chance, then that would be the level to add. But otherwise, continue holding.”

“Looking at the longer-term chat right from ₹850, it has corrected a couple of times. It’s taken support at ₹460, so right now, it is coming in a trend, and I think it is showing signs of revival.

If I were to take a view on this, I would say ₹500 would act as a good support, and this stock needs to move past ₹560-570, decisively, to expect higher targets of ₹650. For now, I would expect a range of ₹500 to ₹650, only about ₹650. I would say that it is getting into a strong trend. For now, it is a trading strategy.”

“Without getting into stock specifics, broadly, the theme is that oil and gas is a space that has seen very little capex in the last 10–30 years globally. If you look at America, where the declared policy is “drill, baby, drill,” which means more capex in oil and gas pipelines.

If you look at the whole Middle Eastern market, Saudi Arabia in particular, we see much more capex happening. There will also be some damage because of war, and we expect some replenishment and reconstruction to happen. Therefore, those companies which can participate in oil and gas capex in some of these geographies are likely to do well, and we would be positive on this space.”

“I think the broader change in energy, from conventional sources to green, is a theme which is going to be very prominent for the next decade or so. And I think now, with the recent crisis, this theme will get further strengthened. So I would be personally very positive on the whole solar and wind power ecosystem, or utilities on that side. As far as the auto space is concerned, I think we have already seen a very successful ethanol blending programme.

Hopefully, something will come for diesel as well. And I think the shift from ICE to EVs, as far as auto is concerned, will further strengthen. I would expect, in the next few months, various state governments and the central government to come up with more programmes on that side. If you look at China today, almost every second car which is sold is an EV.

And I think India will also be forced to accelerate this transition going forward. So, as such, the outlook for this space remains promising. One has to, of course, pick and choose what makes investment sense, but broadly, the outlook should be positive.”

Nifty Bank & Midcap Index Recover Over 2% From The Lows

38 Nifty Stocks Close In The Red, Stocks Down Up To 5%

Sensex Falls 703 Points To 76,848 & Nifty 208 Points To 23,843

Nifty Bank Slips 308 Points To 55,605 & Midcap Index 331 Points To 57,513

Upstream Oil Cos Surge While Downstream Cos Slip As Brent Rises Near $103/bbl

MCX Hits Record High, Rises Over 3% In Today’s Trade On Positive Brokerage Note

Puravankara Gains Nearly 10% On Strong Q4 Business Update

Swiggy Drops Nearly 4% After Co-founder Nandan Reddy Resigns

Tata Chem Extends Friday’s Gains, Rises Over 4% In Today’s Trade

AC Cos End Higher As Heatwave Forecast Lifts Demand Outlook, Voltas Gains Nearly 4%

Auto Stocks Largely Lower On CAFE Norms & Delhi EV Policy, Maruti Down 5%

HDFC Life Emerges As The Top Nifty Gainer, Rises Over 2% In Today’s Trade

APL Apollo Tube, PB Fintech, Ashok Leyland, HPCL, Cummins Are Top Midcap Losers

Jyoti CNC Declines Nearly 15% After French Authorities Initiate Probe On Subsidiary

Market Breadth In The Favour Of Declines, NSE Advance-Decline Ratio At 2:3

Rupee Ends At 93.38/$ Against Friday’s Close Of 92.73/$DEE Development: West Asia Exposure | Execution Uncertainty & Orderbook Picture

KL Bansal, Chairman and MD of DEE Development Engineers tells @CNBCTV18News

– Order pipeline is around Rs 4,000 cr and expect to close near 50%

– Rs 2,000 cr order inflow guidance for FY27

-…

— CNBC-TV18 (@CNBCTV18News) April 13, 2026

Somil Mehta, Head Retail Research, Mirae Asset Sharekhan

Shivangi Sarda, Analyst – Equity Derivatives & Technicals, Broking & Distribution, Motilal Oswal Financial Services

On Sarda Energy & Godawari Power & Ispat

The shares of Tata Investment surged over 7%

Shivangi Sarda, Analyst – Equity Derivatives & Technicals, Broking & Distribution, Motilal Oswal Financial Services

France’s President Says

Swiggy Ltd.’s stock fell as much as 4% on Monday, April 13, following the resignation of Lakshmi Nandan Reddy Obul, the company’s co-founder, as head of innovation and full-time director, effective April 10, 2026.

Enviro Infra Engineers shares are currently trading 13.2% higher at ₹195.8, just behind the day’s highs. The stock has almost completely recovered all of its losses since the beginning of the year and has increased by almost 30% in the past month.

We Will Not Participate In The American Blockade Of The Strait Of Hormuz

We Will Not Be Dragged Into War, Whatever The Pressures

Beijing Adopts A Wise & Responsible Stance Toward Military Exports

Call For Restoration Of Safe, Continuous, & Unimpeded Passage For Ships Via Hormuz Strait

Urge The United States & Iran To Continue Negotiations To Permanently End The Conflict

Will Begin A Blockade Of Iranian Ports, Monday At 10 am ET

Crude Remains Elevated Tracking West Asia War Commentary, Above $102/bbl

No Gulf Ports Will Be Safe If Its Own Are Threatened

IDF Soldiers Dismantled A Hezbollah Underground Tunnel Route In Southern Lebanon

Bank of Baroda & Reliance Jio partner to launch ‘bob World Lite’ for feature phones

Ola Electric

Bombay HC Quashes & Sets Aside The Jan & Feb Orders of District Consumer Commission

HC Observes That Direction For Personal Appearance Of CEO Was Not Warranted

HC Observes District Consumer Commission Had Exceeded Its Jurisdiction

Ola Electric Launches S1 X+ 5.2 kWh With 4680 Bharat Cells

DEE Development To CNBC-TV18:

Not Facing Any Major Issues Due To The Middle East War

Supplies For April 2026 Are On Expected Lines

Looking At Focussing More On Domestic Biz In H1FY27, Will Focus On Exports In H2FY27

80–85% Of Raw Materials Are Tied Up With Our Vendors

Seamless Pipe Plant In Anjar, Gujarat Should Generate `240 Cr At 80% Utilisation Lvls

Order Pipeline Is Around `4,000 Cr And Expect To Close Near 50% Of The Same

`2,000 Cr Order Inflow Guidance For FY27

Looking To Focus On Nuclear Sector, Will Lay Out Capex In This Segment

L&T To CNBC-TV18:

L&T Will Be Industry Trendsetter & Market Leader In This Segment

Will Extend Offerings To Plant Services As More Capacity Comes On Stream

Current Nuclear Revenue For L&T Will Increase 3.5x In Next 5 Years

We Need To Get To Stage 2, That Is Faster Scale Up Of Capacities

Plant & Machinery: Around 35% Of Total Cost

Construction & Associated Commissioning Costs Will Take Up Remaining Costs

India’s T&D Is Mature For Large Nuclear Reactors

Market at day’s high, Nifty crosses 23,900 as market makes a smart recovery

NewsLive TVMarketPopular CategoriesCalculatorsTrending NowLet's Connect with CNBCTV 18Network 18 Group :©TV18 Broadcast Limited. All rights reserved.