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Nuvoco Vistas To CNBC-TV18

Overall Demand Has Picked Up In All Markets In April, Particularly Our Core-East Market

Have Taken Price Increases Of Rs 10-15/Bag Across Our Core Markets In Trade Segment

Non-trade Price Hikes Are To The Tune Of `20/Bag

Price Hike Of `10 Has Been Absorbed Across Markets

Not A High Hit On Fuel Costs In Q1FY27 Due To Lower Cost Inventory Which Will Last Till Q2FY27

Cost Increase In April Vs March Exit Cost Is Rs 100-120/t

Looking At Maintaining FY27 EBITDA/t At Similar Levels As FY26 Which Is Approximately `900/t

Will Look To Move Clinker From Kutch To Surat Via Sea As Well As Rake Route

Planned Bulk Terminal At Sachana, Gujarat To Serve As A Strategic Distribution Hub

Confident We Can Churn Cement Out Of Surat In Q2FY27

We Have Scaled Cement Capacity To 35 mt From 2 mt & Focus Is On Expansion

Focus Is On Expanding Cement Capacity Across India

L&T Tech Partners With Global Energy Major For Digital Expertise Centre In India, Deploying Around 500 Engineers

Karan Virwani, WeWork India On CNBC-TV18:

Q4 Numbers & Q1 Pipeline Will Provide A Clear Growth Picture

Guidance For Topline Growth Of 20% For The Coming Years

Supply Availability & Demand Overhang Persisted Post-Covid

Gurgaon Saw Some Construction Delays

We Have Signed A Few Under-Construction Assets

Supply Availability & Demand Overhang Persisted Post-Covid

Gurgaon Saw Some Construction Delays

We Have Signed A Few Under-Construction Assets

Ramp-up Of Assets Will Aid To Rental Revenue Growth

Will Average 20-22% EBITDA Margin

Rupee at day’s high, now at 92.74 against US Dollar, strengthens by nearly 47 paise.

Krishna Srinivasan, IMF On CNBC-TV18:

Numbers For Asia Remain Unchanged Compared To January 2026

India Sees A Modest Revision, With FY27 Growth Forecast At 6.5%

Asia Started 2026 On A Strong Footing & The Current Disruption Is Expected To Be Temporary

If China Performs Well, Other Emerging Markets Are Also Likely To Do Well

1% Growth In China Translates Into Around 0.3% Growth Across Emerging Markets

If The West Asia Situation Is Prolonged, Asian Growth Could Be 1-2% Lower & Inflation Could Be Higher

We Could See A Long-term Impact On Capital Flows If The West Asia Situation Intensifies

If AI Is Used Efficiently, It Could Add 0.1–0.8% To Global Growth

Glycerol Phenylbutyrate Oral Liquid Is Used For The long-term Management Of High Blood Ammonia

India Bullion And Jewellers Association Says:

All gold #import applications rejected from April 1

Only MMTC & India International Bullion Exchange (#IIBX) imports for gold are ongoing

Ranjit Cirumalla, IIFL On CNBC-TV18:

Ammonia Supply Continues To Be An Issue For Fertilisers, Amines & More

Continue To Prefer SRF, Navin fluorine, Deepak Nitrite and Deepak Fertilisers

We Could Enter Into Restocking Cycle If The Disruptions Continues

Boman Rustom Irani, Keystone Realtors ON CNBC-TV18:

Q4 Was The Best Quarter For The Company In Terms Of Bookings

`10,000 Cr Worth Of Projects Have Been Launched In The Last Year

We Expect To Achieve Sales Of `10,000 Cr Over The Next 4 Years

We Have Delivered Steady-State Growth Of 25% Over The Last 3 Years

Shantanu Roy, BEML On CNBC-TV18:

Have Been Working On Recent Export Orders From West Asia For 7-8 Months

Have Not Seen Much Impact On Supply Chain Due To The West Asia Conflict

See An Opportunity Size Of `40,000 Cr In FY27 Across Segments

Expect Order Inflow Of `20,000 Cr In FY27

Target To Cross $200 m Order Book In The International Business In FY27

Expect Exports To Contribute 6-7% To Topline In FY27, Target To Scale Up To 10% In FY28/29

Contemplating A Diversification Strategy To Cater To Increased Demand For Precision Warfare, Drones & More

Dixon Tech Shares MAy Rally 30%, As Per Motilal Oswal

The brokerage has reiterated its ‘buy’ rating with a price target Rs 14,700.

here

Here are a few stock recommendations bye Mitessh Thakkar, President – Retail Research, Bonanza Portfolio:

Buy BEL with a stop loss of ₹448 and a target of ₹468

Buy Eternal with a stop loss of ₹247 and a target of ₹263-265

Buy Indian Hotels with a stop loss of ₹641 and a target of ₹675

Buy Cummins with a stop loss of ₹4,975 and a target of ₹5,180

RVNL shares are trading with gains of nearly 4% after the company was selected as the lowest bidder for a project worth Rs Rs 970 crore.

Gujarat Gas is up nearly 6%

Kolte Patil shares surge over 10% on Q4 biz update impact

Waaree Renewable up nearly 7% while Wipro & HDFC Life down in the range of nearly 3-4% on Q4 results impact

HDFC Life reacts to Q4 results. The stock is the top Nifty 50 loser.

VST Industries shares are currently up over 16%.

The company’s net profit increased 120% to Rs 116.7 crore from Rs 53 core in the year-ago period.

Its revenue was up 30.9% at Rs 457 crore from Rs 349 crore in the previous year.

here

Wipro shares are down over 2.5% reacting to the company’s fourth quarter earnings. The company also announced a buyback on Thursday.

Market opens flat, Nifty below 24,200, rupee streghthens against dollar

JPMorgan On Wipro:

Neutral Call, Target Price At Rs 200/Sh

Q4 Was Mixed, Revenue Misses While Margin Beats Estimates

Client Issue & Deal Delay To Weigh On Q1 Growth

Margin Strong But Aided By One-off Write-back

Margin Guided At 17-17.5%

Buyback Announced At `250/Sh (19% Premium)

CLSA On Wipro:

Hold Call, Target Price At Rs 194/Sh

Weak Quarter With More Negatives, Revenue Miss & Ongoing Leakage

Soft Deal Wins YoY, Weak Q1FY27 Growth Guidance

Deal Ramp-up Delays Continue, Top Account Mining Has Stalled

BFSI Momentum Weakens, FY26 Marks Third Year Of Negative CC Growth

Stable Margin & Buyback Are Positives

FY27 Growth Cut, EPS Raised On Margin

HSBC On HDFC Life:

Buy Call, Target Price At Rs 690/Sh

Q4FY26 Was Soft Across Metrics

Weak APE, Margin, Persistency & EV Growth

Management Positive, But Execution Key

Growth Pickup Is The Main Catalyst

MS On Consumer:

In A Volatile Geopolitical Environment With Rising Inflation, Prefer Discretionary & Retail (D&R) Stocks

D&R Stocks Offer Strong Growth Levers For FY27 & Better Insulation

Moved Jubilant FoodWorks To Equal-Weight, Target Price Cut To `486/Sh From `693/Sh Due To Near-term Growth Risks

Overweight Call On Titan, Target Price At `5,102/Sh

Overweight Call On Avenue Supermarts, Target Price At `5,188/Sh

Overweight Call On Trent, Target Price At `4,835/Sh

Wipro shares are in focus today after the company reported its March quarter earnings.

It reported a muted performance, with its constant currency revenue growth at 0.2% sequentially below estimates of 0.4-0.5%.

here

Citi On Angel One:

Buy Call, Target Price At Rs 340/Sh

Strong Q4 With PAT Growth Above Estimates

Core PBT Rose 19% QoQ, Excluding One-offs

Growth Driven By Higher Trading Volumes & Cost Reversals

Retail Activity Remains Strong Amid Market Volatility

Trading Orders Grew 31% YoY & 13% QoQ

Realisations Per Order Slightly Improved Across Segments

Closing MTF Book Fell Around 8% QoQ

Average MTF Book Remained Stable Compared To Q3FY26

VA Tech Wabag, in response to CNBC-TV18’s query, said it regularly participates in water and wastewater treatment tenders in Saudi Arabia as part of its normal business operations, with several bids currently at different stages of evaluation. The company added that it will inform stock exchanges once any Letter of Award is received.

Shares of Waaree Renewable Technologies Ltd. will be in focus today, after the company reported a strong set of Q4FY26 earnings. The renewable energy EPC and operations and maintenance (O&M) player reported a sharp jump in revenue, which more than doubled to ₹1,102.4 crore from ₹476.6 crore in the year-ago quarter. Read here

Kotak Instl Eq On Wipro:

Sell Call, Target Price At Rs 190/Sh

Weak Quarter With Muted Q1FY27 Guidance

Multiple Concerns Indicate Stress, Underperformance Across Segments Continues

Client Churn Signals Weak Execution, Market Share Losses Persist

Deal Wins Lack Impact, Growth Gap Compared To Peers Remains High

Margin Levers Are Getting Stretched, Rising Reliance On M&A Is A Concern

FY27–28 EPS Cut By 2%

CLSA On Autos:

Early April Demand Has Been Better Than Expected Despite Geopolitical Uncertainties & Recent OEM Price Hikes

Retail Volumes For 2Ws, 3Ws & CVs Grew At Mid-single Digits YoY In Early April FY26

M&HCV Goods & Tractors Stood Out With Mid-to-high-teen Growth

PVs Remain Weak, With Volumes Down 9% YoY, Led By Pressure On Entry-level OEMs Like Maruti

EV Penetration Continues To Improve, Reaching 5.8% In PVs & 8.3% In 2Ws

Remain Constructive On CVs & Positive On M&M & Bajaj Auto, Driven By Exposure To Stronger Demand SegmentsNewsLive TVMarketPopular CategoriesCalculatorsTrending NowLet's Connect with CNBCTV 18Network 18 Group :©TV18 Broadcast Limited. All rights reserved.