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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.

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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.

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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%.

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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 Segments

MOSL On Dixon Tech:

Buy Call, Target Price At Rs 14,700/Sh

Higher Memory Prices Impact Volumes, Pressure On Low & Mid Segments

Positives Include Key JV Approvals, PN3 Relaxation Supports Vivo JV

Display Module Plans Progressing, Near-term Margin Pressure Likely

Backward Integration To Aid Later

Nomura On Wipro: 

Buy Call, Target Price At Rs 250/Sh

Q4FY26 Was Mixed, Q1FY27 Guidance Missed Estimates

Deal Wins Remain Steady, EBIT Margin To Stay In A Tight Band Despite Headwinds

Large Buyback, Capital Allocation Now Matches Peers

FY27-28 EPS Raised By 1-2%, Dividend Yield Supports The Stock

Sammaan Capital shares will be excluded from the F&O segment, as per NSE’s latest circular.

It stated that no futures and options contracts of Sammaan Capital would be issued starting July 1, 2026.

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The company’s shares are reacting to their quarterly earnings today.

The company’s Q4 net profit surged 66.06% to Rs 155.7 crore from the previous year’s 93.76 crore.

Brookfield India Real Estate Trust (REIT) shares are in focus today as it moved ahead with a fund raise through the institutional route.

The RETI has launched a QIP to raise up to Rs 2,000 crore, sources informed CNBC-TV18. The indicative price is around Rs 323 per unit, with the base issue size of around 8.3% of the pre-issue outstanding units at this price.

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Angel One shares will react to their fourth quarter earnings today.

Its net profit surged 83.5% year-on-year to ₹320 crore. Revenue for the quarter grew 38.2% to ₹1,459 crore from ₹1,056 crore in the year-ago period, reflecting stronger client activity.

HDFC Life reported a total annualised premium equivalent (APE) of ₹5,254 crore for Q4FY26, compared with the CNBC-TV18 poll estimate of ₹5,329 crore.

GIFT Nifty is flat, indicating a muted start for Indian indices

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