News

Mastek On CNBC-TV18:

Q4 Saw A Wage Hike  Impact Of 1-1.5% On Margin

EBITDA Margin To Stay  Stable At 16-16.5% In FY27

Reduced EBITDA Margin Guidance From 17% To 16.5% Due To Increased Competition

Effective Adoption Of AI Will Determine Biz Going Forward

North America Biz Underperformed, Have Done Some Restructuring To Aid Turnaround In FY27

Here are a couple of stock recommendations by Nagaraj Shetti, Senior Technical Research Analyst, HDFC Securities:

Buy NLC India with a stop loss of ₹305 and a target of ₹335

Buy KFintech with a stop loss of ₹935 and a target of ₹1,015

Yes Bank shares reported their fourth quarter earnings over the weekend.

However, brokerage Nomura is ‘neutral’ on the stock, while Morgan Stanley and JPMorgan have ‘underweight’ stances on the stock.

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Bajaj Consumer On CNBC-TV18:

Increased Distribution And  Improved Wholesale Network

Have Upped Ad Spends On Bajaj ADHO

Also Worked On Improving P&L  Of The Coconut Oil Portfolio

Covered For Inventory In Q1,  Expect RM Basket To Cool Off

May Need To Take A  Calibrated Price Hike

Will Take Pricing Action In Q1 & Take Steps To Protect The Margin

Will Reach `500 Cr From  Non-Almond Oil Portfolio In 3 Yrs

New Age Channels Account For 30% Of Sales, Will Use To Premiumise

HOCL Says BPCL Has Resumed The Supply Of LPG In Accordance With The Directions Of Govt

Necessary Plant Restart Activities Has Been Initiated & Is In Progress

Here are a few stock recommendations by Sudarshan Sukhani, Proprietor, Technical Trends:

Buy Amber with a stop loss of ₹7,700

Buy Infosys with a stop loss of ₹1,290

Buy Canara Bank with a stop loss of ₹142

Sell ICICI Bank with a stop loss of ₹1,380

Suvankar Sen, Senco Gold On CNBC-TV18:

Saw 25-30% Growth This  Akshaya Tritiya & Poila Boishakh

Volumes Have Declined 12-15% This Year So Far, Due To Higher Prices

A 3% IGST On Dore Charges  Was The Bone Of Contention

We Pay IGST Upfront For Dore

Saw A 2-3% Growth In Footfalls

Have A EBITDA Margin  Guidance Of 7.5-7.8%

Saw Volume Degrowth Of  12-15% In Q4 As Well

Old Gold Exchange Accounts For 40-45%

Will Benefit From Higher Gold Prices Due To Inventory Gains

Have 50-55% Inventory Hedged

Asian Paints shares are trading with gains on Monday, on the back of second round of price hikes.

Paint companies are back in focus in view of input cost pressures resurfacing, driven largely by the increase in crude-linked derivates and currency weakness.

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Market off lows, all major indices are now trading in the green. Nifty recovers nearly 200 points from the lows.

Nifty 50 is now above 24,400.

SBI, Trent, ICICI Bank, Asian Paints, JSW Steel top gainers.

A total of 26 of the 50 stocks are trading with gains.

Sterling and Wilson Renewable Energy shares gained 12% after it won new domestic orders worth Rs 3,550 crore.

Its EPC order inflow for FY26 has now exceeded Rs 10,062 crore.

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

Buy APL Apollo Tubes with a stop loss of ₹2,065 and a target of ₹2,190

Buy Cochin Shipyard with a stop loss of ₹1,530 and a target of ₹1,620-1,625

Buy Federal Bank with a stop loss of ₹287 and a target of ₹305

Buy Indian Hotels with a stop loss of ₹646 and a target of ₹685

Hitesh Sethia, Jio Financial On CNBC-TV18: 

Lending Growth Has Been Primarily Around Mortgages, Also Corporate

Expenses Are A Function Of Accounting For Payments Bank As Well This Time

Focused On All Businesses Generating Operating Bottomline

Will Leverage The Balance Sheet, While We Will Invest In Key Businesses

Product Pipeline Is Very Strong For AMC

Aim To Expand The Distribution Channel For The AMC Biz

Low Penetration Offers Long Runway In Insurance Business

Work Is Under Way In Insurance, Will Make Announcements Post Binding Pact With Allianz

Advantage We Have Is Being A ‘AAA’ Rated Company

Our Cost Of Funds At 7% Is Among The Best In The Industry

We Are At The Conservative End Of The Risk Business

Ambarish Kenghe, Angel One On CNBC-TV18:

New Biz To Contribute 8-10% To Operating Profits In The Next Few Years

Saw A 48% Increase In  Orders MoM From Feb To March

Hope Macro Environment Changes For The Better

Don’t See STT Hikes  Impacting Volumes For Us

Futures Form A Small Portion Of Our Vols, Most Vols Come From Options & Cash

Expect To See A Bounceback In  Cash Market Share In April

Nifty is back below 23,300.

The top loser Jio Financial Services is down 3.5%.

Sterling & Wilson bags domestic orders worth around ₹3,550 Crore for development of a 875 MW (AC) grid connected Solar PV Project in Bikaner, Rajasthan.

The company also received an order for a 50 MW AC project in Maharashtra.

Popular Vehicles surges 13% on strong Q4 biz update impact.

BHEL rises over 2% after co posts 18% FY26 turnover growth.

ICICI Bank shares rise over 1%, while HDFC Bank down 1% post Q4 results

EMS shares buzzing in trade by nearly 10% on order win impact

Nifty is now above 24,350 inching towards 24,400, while Sensex is above 78,600.

Trent is the top Nifty gainer, up nearly 3%.

IEX shares fell up to 6% post the latest CERC release on power market regulations.

The latest draft includes a formal framework for market coupling.

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Nifty is at 24,296

Jio Fin, Hindalco, Tata Motors PV, HDFC Bank, BEL are the top Nifty losers.

Market opens higher, Nifty near 24,400

Rupee opens at 92.83 Vs USD

Rupee closed at 92.93 Vs USD on Friday

Ashok Atluri, Zen Tech On CNBC-TV18:

New Product Line Will  Not Be Very Capex Heavy

New Weapon Systems Will Create An Independent Revenue Line For The Co

Hardware Will Be An Integral Part Of Future Growth For The Co

Target 35% EBITDA Margin  For Hardware Products Biz

Can See A 50:50 Rev Split B/w Simulators & Anti-Drone Hardware Sys Going Forward

Aavas Fin: Sachinderpalsingh Jitendrasingh Bhinder Resigns As MD & CEO w.e.f April 20, 2026

Approves appointment of Manu Yeshpal Singh as MD & CEO

HDFC Bank shares are in focus on Monday, April 20, after the lender reported its fourth quarter earnings on Saturday.

Brokerages are constructive on the stock post its earnings with a ‘consensus buy’ from all 47 analysts who have coverage on the stock.

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Asian Paints has announced a second round of price hikes of 3-5%, effective May 5, with higher increases in solvent-based products. This takes the cumulative price hike to high-single-digit to double-digit levels, according to channel checks.

This follows an earlier 6-8% price increase implemented in April, as continued supply-chain disruptions have pushed up costs of raw materials, packaging and logistics.

Volumes are unlikely to be impacted, while improved realisations are expected to support sales growth and margins.

Despite elevated competition, pricing discipline across the sector appears intact.

Jefferies on L&T:

Buy rating, Target Price at Rs 4500

L&T has recovered most of share price losses since Iran-US-Israel conflict

Address three questions that are top of mind for investors –

1) L&T’s role in Middle East (ME) reconstruction opportunity

2) Impact of oil prices on global and India business

3) Margin impact of higher commodity/ logistics costs

Remain positive given expectations of medium-term double-digit growth & likely discussion on semiconductor investments with FY26 results.

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