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#OnCNBCTV18 | Focused on being the most profitable co in the segment, will be chasing value & not just volume.

Target volume growth of more than 8% in FY26, says Neeraj Akhoury, #ShreeCement pic.twitter.com/UWrMpdzhQ7

— CNBC-TV18 (@CNBCTV18Live) May 15, 2025

 #CNBCTV18Market | #PersistentSystems In Focus

It’s key client #UnitedHealth with ~$100 million+ relationship sees abrupt CEO change. Also UnitedHealth withdraws the guidance. As per #WSJ, UnitedHealth is also under criminal probe for mis-selling pic.twitter.com/aPjwELYDqv

— CNBC-TV18 (@CNBCTV18Live) May 15, 2025

Berger Paints expects sequential revenue growth with margins likely to remain in the 16–17% range. MD & CEO Abhijit Roy said the ongoing competitive pressure is temporary and the company aims to retain its current market share.

He also highlighted plans to expand distribution in underpenetrated urban areas.

The stock is currently up nearly 2%, trading at ₹563.65.

Shares of Wendt (India) Ltd., the producer of various products for the diamond processing industry, fell over 17% on Thursday, May 15, after its foreign promoter, WENDT GmbH, announced its intentions to sell its entire stake in the company through an Offer For Sale (OFS) process.

#OnCNBCTV18 | Had planned capex of ₹20,000 cr, achieved ₹16,200 cr. Have committed solar modules towards our own projects & third-party modules

All operational parameters of #OdishaDiscom have tremendously improved

Praveer Sinha, #TataPower to CNBC-TV18 pic.twitter.com/zPUpoCl6TO

— CNBC-TV18 (@CNBCTV18Live) May 15, 2025

The shares of Hitachi Energy are under pressure, falling by over 4%. The company’s profit rose to ₹184 crore for the three months ended March 31, from ₹113.7 crore a year earlier. Revenue grew 11.1% to ₹1,883.7 crore, driven by solid order execution in key segments like transmission, renewables, and rail.

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Lupin‘s Q4 results were in line with expectations on both revenue and EBITDA, with North America driving the growth.

The stock is currently up nearly 1%, trading at ₹2,089.50.

More Information…

Despite lowering the price target by 13%, the analyst still sees value in REC as a PSU stock.

Details Here…

The shares of Remson Industries jumped by over 12% after the company bagged a major deal with automobile giant Stellantis.#JustIn | #Remsons bags orders worth more than ₹300 cr from Stellantis, North America for control cable pic.twitter.com/OfzkUNzFdo

— CNBC-TV18 (@CNBCTV18Live) May 15, 2025

#CNBCTV18Market | Oil Marketing Companies are higher, #MRPL up over 2% pic.twitter.com/oV2lJzt4WY

— CNBC-TV18 (@CNBCTV18Live) May 15, 2025

The shares of Apollo Tyres rose by over 2% after the company announced its quarterly results.

Apollo Tyres on Wednesday said its consolidated net profit declined nearly 48% to ₹184.5 crore in the fourth quarter ended March 31, 2025, owing to “underperformance” in terms of sales. The company had reported a net profit of ₹354 crore in the January-March quarter of FY24.

Real estate stocks are trading lower. Brigade Enterprises is down nearly 2%, while KoltePatil, Ajmera Realty, and Godrej Properties have fallen over 1%.

Nifty Realty is down 0.60% as of now.

#CNBCTV18Market | Defence stocks extend gains, #CochinShipyard up over 3% pic.twitter.com/X9qIzNeV5D

— CNBC-TV18 (@CNBCTV18Live) May 15, 2025

 #CNBCTV18Market | Market opens with minor gains, broader markets outperformance continues pic.twitter.com/iKMFvVsaO4

— CNBC-TV18 (@CNBCTV18Live) May 15, 2025

The shares of Tilaknagar Industries rose by over 11% in the intraday trade on Thursday.#OnCNBCTV18 | Q4 volume growth of 20% led by growth in Andhra of 30%. Intend to launch a luxury #Whiskey brand in H1FY26. Not impacted by the UK-India FTA

Margin seen between 15.50-17% in FY26, says Amit Dahanukar, CMD of #TilaknagarInd to CNBC-TV18 pic.twitter.com/q8rKdAzODu

— CNBC-TV18 (@CNBCTV18Live) May 15, 2025

The Indian Rupee opened weaker than the US dollar on Thursday.#RupeeCheck | Rupee opens at 85.52/$ vs Wednesday’s close of 85.27/$ pic.twitter.com/pvizQ6SYG6

— CNBC-TV18 (@CNBCTV18Live) May 15, 2025

Market Watch: Sudarshan Sukhani, Technical Trends

Buy Exide Industries with a stop loss of ₹357

Buy LIC Housing Finance with a stop loss of ₹604

Buy Bajaj Auto with a stop loss of ₹7,950

Buy Ramco Cements with a stop loss of ₹975

Market Watch: Chandan Taparia of Motilal Oswal Fin Svcs

Buy BELfor a target price of ₹360 with a stop loss of ₹337

Buy Union Bank for a target price of ₹143 with a stop loss of ₹131

Buy NMDCfor a target price of ₹75-76 with a stop loss of ₹68

HOEC has successfully drilled and completed the KSG-71 well in the Kharsang block.

The stock is up nearly 1.5% over the past six months but down around 3.5% over the last year.

SBI, India’s largest lender, will be in focus on Dalal Street. The bank said its executive committee will meet on May 20 to consider a proposal to raise long-term funds of up to $3 billion through offshore bonds during the financial year 2025-26.

In a stock exchange filing, the bank said the funds could be raised in one or more tranches via senior unsecured notes under Regulation S and Rule 144A of the US Securities Act, either through public offerings or private placements. The notes will be denominated in US dollars or any other major foreign currency.

The shares of Torrent Power will be in focus today. The company reported a 146.3% year-on-year (YoY) jump in net profit at ₹1,059.6 crore. The company reported a rise in its numbers for the fourth quarter that ended March 31, 2025.

In the corresponding quarter of the previous fiscal year, Torrent Power posted a net profit of ₹430.2 crore, the company said in a regulatory filing. The rise in profit was driven by higher contributions from its gas-based power plants and growth in its licensed and franchised distribution businesses.

 #CNBCTV18Market | #Jefferies‘ buy call on #EicherMotors : Target price at ₹6,500/sh. Believe RE should be a key beneficiary of 2-w premiumisation, & toughest phase of competition is behind pic.twitter.com/pOionM85DR

— CNBC-TV18 (@CNBCTV18Live) May 15, 2025

HSBC has maintained a ‘Hold’ rating on Eicher Motors with a target price of ₹5,300 per share.

Royal Enfield is seeing accelerated volume growth and is on track to post record volumes in FY26. Any improvement in margins could pose an upside risk.

 #CNBCTV18Market | Here’s how the global market cues are placed this morning pic.twitter.com/UQ1GSxHPn7

— CNBC-TV18 (@CNBCTV18Live) May 15, 2025

#CNBCTV18Market| #Bernstein‘s outperform call on #MuthootFin: Target price at ₹2,500/sh. Posted solid AUM growth of 37% for FY25, supported by a sharp rally in #gold prices pic.twitter.com/7MMN9y4z3p

— CNBC-TV18 (@CNBCTV18Live) May 15, 2025

 #CNBCTV18Market | #Jefferies‘ buy call on #MuthootFin: Target price at ₹2,660/sh, Q4 PAT above estimates, on lower provision. Higher gold prices should cushion the drag from potentially tighter LTV norms & support healthy growth. See 21% profit CAGR & RoE of 20% in FY25-27 pic.twitter.com/QivANVdTBh

— CNBC-TV18 (@CNBCTV18Live) May 15, 2025

Citi’s buy call on Jubilant Food: Target price at ₹805/sh. For FY26, mgmt guided 250/30 Domino’s/Popeyes store additions in India.#CNBCTV18Market | #Citi‘s buy call on #JubilantFood: Target price at ₹805/sh. For FY26, mgmt guided 250/30 #Domino’s/#Popeyes store addition in India pic.twitter.com/4X8gNliNnL

— CNBC-TV18 (@CNBCTV18Live) May 15, 2025

The Japanese markets are having a day of decline. The marquee Nikkei 225 index dipped by over 448.66 points, or 1.18%, taking the overall value to 37,679.47. Meanwhile, the TOPIX dipped to 2,734.47, shrinking by 28.82 points or 1.04%.

Thursday Trade

Mixed session on Wall Street, with tech stocks continuing to be in the lead.

Nasdaq up 0.7% on Wednesday; Up 6.8% so far this week

Geopolitics in focus: Russia – Ukraine to hold talks in Turkey Today

US lifts sanctions on Syria; Meets interim Syrian President Ahmed al-Sharaa

US yields inch higher; 10 year at 4.5%

US producer price index, retail sales and industrial production data in focus tonight

Dollar range bound; DXY range between 100.5 to 101.8

The Indian market sees consolidation in the large-cap space as flows turn mixed.

Broader market continues upmove with focus on earnings

Eicher Motors Q4: Revenue & PAT beat but margin lower than est (declines 150 bps)

Jubilant Food Q4: Strong performance ; Revenue & EBITDA grow 19%

Hitachi Energy: Strong operational performance & margin expansion

Bank Nifty underperformance & flows a key watch point

Tactical FPI shift to China in near term remains a potential overhang.

Defence stocks have gained ₹1.2 lakh crore in market value over the past 12 trading days.

Read Full Article…

Wall Street takes a breather, S&P 500 ekes out a 0.1% gain

WTD: S&P up 4.1%, Dow up 1.9%, Nasdaq up 6.8%

Nasdaq surges 0.7%, supported by Tech giants

Nvidia and Tesla up 16%

Meta up 11.3%

Amazon and Alphabet up 8%

Nvidia turns positive for 2025

Since April 9th, Nasdaq is up 25%, S&P up 18% and dow up 12%

Positive results from Eicher Motor, Jubilant Food, Tata Power, and Muthoot Finance to lift sentiment

Seen an Earning miss from Apollo Tyres

Both FII and DII were buyers in the cash market

DII Net Buy 316.31 Cr in Cash ( 13,602.99 – 13,286.68 Cr)

FII Net Buy 931.80 Cr in Cash ( 14,861.07 – 3,929.27 Cr)

What to watch in US PPI: Retail sales and industrial production numbers for April, and weekly jobless claims

Jerome Powell’s speech in Washington is unlikely to be consequential in terms of rate cut guidance

Today is NIFTY50 Weekly Contracts Expiry

Results today: CESC, Crompton Consumer, JSW Energy, LIC Housing Finance, NCC, Page Industries, Patanjali Foods, PB FintechNewsLive TVMarketPopular CategoriesCalculatorsTrending NowLet's Connect with CNBCTV 18Network 18 Group :©TV18 Broadcast Limited. All rights reserved.