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| 2 |  没有文字... | 37 |
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| 5 | GOOD MORNING 🙏 | 29 |
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| 8 | 🏆Equity/🥇option me kaam karna chahate ho to hamere saath join ho jaiyega free of cost lifetime learning ki saath earning karne ka idea milta hai 👍 | 47 |
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| 10 | · Parag Milk – Company announce the expansion of its product portfolio, reinforcing its promise of innovation, quality, and nutrition. Company enhances its products portfolio with high-protein, nutrient-rich products, catering to the growing demand for health-focused nutrition. - positive
· Scooter stocks in focus as Maharashtra Government allows E-Bike Taxis - Shares of Indian scooter makers are in focus after the key western state of Maharashtra approved the introduction of electric-bike taxis for its cities. –Watch: Ola Electric, TVS Motors, Bajaj Auto, Hero MotoCorp, Olectra | 50 |
| 11 | · B.R.Goyal Infrastructure – Company has received a Work Order worth Rs10.44cr for the improvement works in respect of Lakhnadon - Khawasa Section of NH-44 in the state of Madhya Pradesh – positive
· Interarch Building Solutions – Company bags LoI for order worth over Rs. 300 crore – positive
· GE Power India – Company receives orders worth Rs. 38.2 crores from NTPC Ltd – positive
· Mahindra Life – Company announced that it has been appointed as the preferred partner for the redevelopment of two residential societies in the Lokhandwala Complex, Andheri West, Mumbai, with a project value of approximately ₹1,200 crore. – positive
· BEL – Company has signed a contract with Indian Air Force valued at Rs.593.22 Crores (excluding taxes) for providing maintenance services for the Akash Missile System, which was supplied by BEL. - positive
· Sansera Engineering – Company signed an MoU with IIT Madras to develop a secure RISC-V-based SoC for the government of India. -Positive
· Quess Corp – Company announces Leadership for demerged entities Digitide Solutions Ltd and Bluspring Enterprises Ltd and April 15 is de-merger. -Positive
· GPT INFRAPROJECTS – Company has been awarded a contract worth Rs 481.11 crore by CAO Construction, South Eastern Railway, Kolkata- Positive
· NBCC – NBCC – Company has secured two significant project management consultancy contracts worth approximately Rs. 215.63 crore. The projects involve infrastructure development for the Central University of Haryana and the Western Regional Power Committee in Mumbai-Positive
· Infosys - Company announced the launch of the Formula E Stats Center, developed in partnership with the ABB FIA Formula E World Championship, the world’s first all-electric FIA World Championship. - positive
· Marine Electricals – Company has received order amounting to ₹8.14 crore from Data Center Holdings India LLP for supply of LV panels the delivery shall be over a period of six months. – positive
· Vinati Organics – Company has subscribed to additional equity shares amounting to ₹61.44 crore by way of subscription towards the rights issue of Veeral Organics Pvt. Ltd., a Wholly Owned Subsidiary – positive
· Ashok Leyland – Company’s shareholding in Optare PLC increases by 0.41% i.e. from 92.59% to 93%; - positive
· Tata Electronics – Company appoints KC Ang as president of its foundry business; commits ₹91,000 crore for semiconductor plant in Gujarat – positive
· Refex Green Power – Company wins tender for Bio-CNG plant in Salem at ₹65.07 crore, issued by Salem City Municipal Corporation. – positive
· RITES -The company and UP State Bridge Corp have mutually agreed to cease the execution of certain projects in Uttar Pradesh - positive
· Indian Hotel - Company’s Wholly Owned Overseas Subsidiary i.e. Taj International Hotels Limited to St. James Court Hotels Limited, a subsidiary, have executed reconstruction agreement to transfer the restaurant business (along with all the related assets and liabilities) on April 1, 2025. – positive
· Zaggle Prepaid Ocean Services – Company had entered into an agreement with Truecaller International LLP. - positive
· Colab Platforms (BSE listed) - A leading sports technology company, is excited to announce its strategic expansion into the rapidly growing Predictive Gaming Market. With over 50 million users and transactions surpassing ₹ 50,000 crores, this sector has witnessed exponential growth in recent years. – Long term positive
· AGI Infra – Company has obtained Licence under the Punjab Apartment and Property Regulation Act, for Group Hosing Residential Project named "Prestige by AGI" situated at Village Pholriwal, Jalandhar, Punjab. – positive | 43 |
| 12 | · Borosil: The company’s unit will make an investment of Rs 40 crore to set up a manufacturing plant in Rajasthan. long term positive
· Caplin Point Laboratories: Hong-kong based unit will make an investment in Neoethicals Chile SpA. long term positive
· Lupin: The company's UK-based arm gets into agreement to acquire an entire stake in Renascience Pharma for GBP12.3 million.- long term positive
· Elpro International: The company sold its remaining stake in PNB MetLife for Rs 134 crore. long term positive
· Fortis Healthcare: The company has emerged as the successful bidder for Fortis Marks at a valuation of Rs 200 crore.
· Shriram Finance– Company has received approval from the Reserve Bank of India to acquire a 100% equity stake in Shriram Overseas Investments from Shriram Investments Holdings. -Positive
· Kotak - Kotak Alternate Asset Managers Ltd. aims to raise up to $2 billion for a new private credit fund to tap the growing demand for such products in India, according to its chief executive officer. –Positive
· Piramal Pharma– Company has begun commercial production of Sevoflurane at its Digwal facility in Telangana. The company created additional capacity to manufacture Sevoflurane at the Digwal facility in addition to existing capabilities at in Pennsylvania, USA. -Positive
· ABB – Company delivers integrated automation and digital technology for India s largest pipeline network of Indian Oil-Positive
· Paytm - Company has partnered with the Greater Hyderabad Municipal Corporation (GHMC) to simplify property tax collection. The fintech firm has deployed over 400 Paytm All-In-One EDC devices (card machines) across collection centers and for door-to-door tax payments. -Positive
· V2 Retail business update - Standalone revenue rose 69% to Rs 499 crore Same store sales growth rose 24% Sales per square feet at 896 Vs 830 Adds 29 stores in Q4-Positive
· Lemon Tree Hotels – Company has opened a new 117-room Lemon Tree Hotel at Pune in Maharashtra-Positive
· Veefin Solutions - Bank of Baroda, Central Bank of India, and UCO Bank signed up for the SCF platform through PSBXchange, which is powered by the company. -Positive
· Adani Ports – Company reported cargo volume for March of 41.5 million tons (up 9% YoY and Container volume up 19% (YoY). -Positive
· Bharti Airtel – Company expanded core network pact with Nokia to speed-up New 5G Service Delivery, the company said in an exchange filing. -Positive
· LTIMindtree - has entered into a strategic partnership with Phinias to drive transformation in infrastructure and application services. This collaboration aims to leverage Phinias' expertise and LTIMindtree's capabilities to deliver innovative solutions and enhance operational efficiency for clients-Positive
· PNB Housing Finance FY25 business update - Total loanbook crosses Rs 75,000 crore as on March 31, Retail segment loan book rose 18% as on March 31, Achieves affordable housing book of Rs 5,000 crore in March-Positive
· Piccadily Agro Industries – Company has announced the launch of an 'Experience Centre' catering to whisky connoisseurs in India. This centre aims to provide a unique and immersive experience, showcasing the company's premium whisky offerings. -Positive
· Paras Defence - Company has signed a memorandum of understanding with MicroCon Vision, making them the exclusive partners in India for Micro ISR (Intelligence, Surveillance, and Reconnaissance) payloads-Positive
· Kilburn Engineering – Company receives orders worth Rs. 102.44 crores – positive
· Agribio Spirits - Company announced to acquires Solkit Distillery & Brewery Pvt Ltd – positive
· Maruti Suzuki – Company announces price increase of car prices from Apr 8, 2025 due to rising input cost – positive | 25 |
| 13 | · Previous Day Market Summary – Equity benchmark indices saw a strong rally, with the Sensex jumping nearly 600 points and the Nifty closing above the 23,300 mark, driven by gains in real estate, IT, FMCG, and private banking stocks. The surge came ahead of U.S. President Donald Trump’s expected reciprocal tariff announcement, prompting traders to cover short positions later in the day, amid hopes that the impact on the domestic market would be limited. However, investors remained cautious about the global repercussions of these tariffs, particularly for India. Nifty gained 166 points (0.70%) to close at 23,332, while the Sensex advanced 592 points (0.80%) to end at 76,617. Broader markets also strengthened, with the Nifty Midcap and Small Cap indices rising over 1%. FIIs were net sellers Rs1538cr while DIIs were net buyers Rs2808cr
· Brokers Radar – Goldman Sachs TGT on Trent at 8120. BEL TGT by Morgan Stanley 364. GMR Airport TGT by Citi at 90. Waaree Energies TGT by Bernstein TGT at 1902. Premier Energies TGT by Bernstein at 693. Morgan Stabley TGT on MSX at 3400. Morgan Stanley RFR on Coal India
· Actionable BUY – BDL, BSE, Devyani International, Zomato and IRFC
· Global Events Today – US - MBA Mortgage Applications, Factory Orders Durable Goods Order. – Budget Balance(France).
· Corporate Action –Corporate Action - ADC India Interim Dividend Rs 25/-, Capital Trade Links Bonus issue 1:1, MSTC Ltd. Interim Dividend Rs 4.5/-, Ranjeet Mechatronics Ltd. Bonus Issue 1:1.
· Global Data Today – US – Manufacturing PMI, JOLTS Job Openings. Manufacturing PMI(Germany, France & UK). China - Caixin China Manufacturing PMI. Japan - Jobless Rate, Manufacturing PMI.
· Market Summary – Bharat Dynamics FY25 revenue jumps 40% to Rs3,300 crore with nearly 36% from exports. Shriram Finance gets RBI nod for acquisition of Shriram Overseas Investments, Kotak targets $2 Billion for New Private Credit Fund, Piramal Pharma begins Commercial Production of Sevoflurane at Digwal, India Unit, Paytm partners with Hyderabad civic body to digitise property tax collection, HSBC March PMI 8-month high, V2 Retail Q4 Business Update (YoY), LTIMindtree Collaborates with Phinias For Infrastructure And Application Transformation, PNB Housing Finance Business Update. Coal India eyeing lithium blocks in Australia, Argentina: Chairman
· Bharat Dynamic - Company reported reported revenue of Rs3,300 crore (up 40% YoY), which is higher than the previous year's figure of Rs2,369 crore. The overall turnover also includes export revenue of Rs1,200 crore, which is the highest in the company's history, jump of 640% (YoY) in comparison to the ₹161 crore revenue during the previous financial year. During financial year 2025, company’s won orders worth ₹6,668 crore and its order book as of April 1, 2025 stood at ₹22,700 crore.
· Coal India - Company is looking at lithium blocks in Australia and Argentina, company's Chairman P M Prasad said on Wednesday. Company is targeting a production of 875 mt and offtake of 900 MT in the FY 2025-26. Company said the Rs 10 per tonne price hike for both coking and non-coking coal with effect from April 16 will have minor impact on the company's revenue. –Long term positive
· Mahindra & Mahindra Financial Services Q4 Business update: The company reported an overall disbursement up 1% at Rs 15,480 crore for the fourth quarter, disbursement up by 3% at Rs 57,850 crore for the fiscal 2025, and the collection efficiency at 97% for the end of fourth quarter. – long term positive
· Mazagon Dock Shipbuilders: The company has started the construction of multi-purpose vessels for Navi Merchants.- long term positive
· Chennai Petroleum Corp: The company has appointed H Shankar as the managing director. - long term positive
· Allcargo Logistics: The company's arm Ecuhold NV acquire additional 10% stake in Japan-Based Ecu Worldwide for $220,000.- long term positive | 21 |
| 14 | News & Impact
· Focus Today – . US Stock Futures Tumble 3% and Gift Nifty drop 400 points after US impose 26% reciprocal tariff as trade war escalate. Gold record high Oil price declined. US 10-Year Bond Yield fell to 6-month low 4% while Dollar Index declined to 103 level as concern of higher reciprocal tariff by US
· Market outlook Today – The market is expected to open significantly lower due to a broad decline in global markets, including US and European index futures, which fell by 2-4% following US President Donald Trump's announcement of sweeping reciprocal tariffs on several countries with trade surpluses against the US, including India. The tariffs imposed by the US were higher than anticipated, with Trump stating that these nations would face tariffs equal to half the rate they impose on US goods. As a result, India will face a 26% tariff on all exports to the US, while China will face a 34% tariff. Market expectations were that the tariffs would range from 10-15%, but the actual tariffs imposed by the US were much steeper, with most countries, from Vietnam and Venezuela, facing US reciprocal tariffs between 15% and 50%. In India, the US has imposed a 15.6% tariff on electronics and 11.5% on gems and jewelry. On a positive note, India's pharmaceutical sector could benefit as Trump did not announce any specific tariffs for this industry. China will face a 34% tariff, while the European Union will be hit with a 20% levy, and Vietnam will see a 46% duty. India’s tariff rate will be 26%. As a result, global indices like Vietnam have dropped 10%, and markets in Australia, Japan, China, and US futures have fallen between 3-5%. Gift Nifty is down 300 points, or 1.2. Gold prices have surged to a record high of $3150 per ounce, while the US Dollar Index has fallen to a six-month low of 103. The steep tariffs are expected to fuel inflation, hinder global growth, and escalate the ongoing global trade tensions. Traders are advised to exercise caution stance and avoid buying until global market conditions stabilize.
· and Positive domestic indicators boosted market sentiment, including an 8-month high March PMI above 58, the second-highest March GST collection of nearly ₹2 lakh crore, and strong monthly auto sales data.
· US Index Future update – US stock futures plunged more than 3% after President Donald Trump outlined a slate of tariffs on US trading that raises the likelihood of a full-blown trade war that could plunge the US economy into a recession. Nasdaq Index Future declined 4% while mid-cap index major Russel 2000 Index Future nosedived 5%.
· US market Update ¬–U.S. stocks ended higher on Wednesday, as investors were waiting for U.S. President Donald Trump's tariff announcement. Dow Jones and Nasdaq Composite gaind up to 0.5%.
· Asian Market – Asian markets declined sharply after US President Donald Trump rolled out stiff tariffs on major trading partners. Japan’s stocks plunged after President Donald Trump slapped a 24% tariff on the nation as part of tariffs levied on trading partners worldwide
· European Market – European equities fell as investors counted down the hours until President Donald Trump announces sweeping tariffs. UK, Germany and France Index declined 0.5% each
· Gold –Fears of a U.S. recession and global growth slowdown are sparking a rush into gold, and could see the metal go even. Gold futures recorded a fresh high above $3,150/oz following the U.S. reciprocal tariff plan announced by President Trump.
· Brent Crude - Oil fell after US President Donald Trump rolled out stiff tariffs on major trading partners, including China and the European Union, that spared energy but ratcheted up a trade war that threatens global demand. Brent crude declined as much as 3.2% to $72. | 19 |
| 15 | · Parag Milk – Company announce the expansion of its product portfolio, reinforcing its promise of innovation, quality, and nutrition. Company enhances its products portfolio with high-protein, nutrient-rich products, catering to the growing demand for health-focused nutrition. - positive
· Scooter stocks in focus as Maharashtra Government allows E-Bike Taxis - Shares of Indian scooter makers are in focus after the key western state of Maharashtra approved the introduction of electric-bike taxis for its cities. –Watch: Ola Electric, TVS Motors, Bajaj Auto, Hero MotoCorp, Olectra Greentech, RattanIndia, Wardwizard Innovations.
Disclaimer- https://ftp.motilaloswal.com/emailer/Marketdiary/Disclaimer/Disclaimer.pdf | 1 |
| 16 | · B.R.Goyal Infrastructure – Company has received a Work Order worth Rs10.44cr for the improvement works in respect of Lakhnadon - Khawasa Section of NH-44 in the state of Madhya Pradesh – positive
· Interarch Building Solutions – Company bags LoI for order worth over Rs. 300 crore – positive
· GE Power India – Company receives orders worth Rs. 38.2 crores from NTPC Ltd – positive
· Mahindra Life – Company announced that it has been appointed as the preferred partner for the redevelopment of two residential societies in the Lokhandwala Complex, Andheri West, Mumbai, with a project value of approximately ₹1,200 crore. – positive
· BEL – Company has signed a contract with Indian Air Force valued at Rs.593.22 Crores (excluding taxes) for providing maintenance services for the Akash Missile System, which was supplied by BEL. - positive
· Sansera Engineering – Company signed an MoU with IIT Madras to develop a secure RISC-V-based SoC for the government of India. -Positive
· Quess Corp – Company announces Leadership for demerged entities Digitide Solutions Ltd and Bluspring Enterprises Ltd and April 15 is de-merger. -Positive
· GPT INFRAPROJECTS – Company has been awarded a contract worth Rs 481.11 crore by CAO Construction, South Eastern Railway, Kolkata- Positive
· NBCC – NBCC – Company has secured two significant project management consultancy contracts worth approximately Rs. 215.63 crore. The projects involve infrastructure development for the Central University of Haryana and the Western Regional Power Committee in Mumbai-Positive
· Infosys - Company announced the launch of the Formula E Stats Center, developed in partnership with the ABB FIA Formula E World Championship, the world’s first all-electric FIA World Championship. - positive
· Marine Electricals – Company has received order amounting to ₹8.14 crore from Data Center Holdings India LLP for supply of LV panels the delivery shall be over a period of six months. – positive
· Vinati Organics – Company has subscribed to additional equity shares amounting to ₹61.44 crore by way of subscription towards the rights issue of Veeral Organics Pvt. Ltd., a Wholly Owned Subsidiary – positive
· Ashok Leyland – Company’s shareholding in Optare PLC increases by 0.41% i.e. from 92.59% to 93%; - positive
· Tata Electronics – Company appoints KC Ang as president of its foundry business; commits ₹91,000 crore for semiconductor plant in Gujarat – positive
· Refex Green Power – Company wins tender for Bio-CNG plant in Salem at ₹65.07 crore, issued by Salem City Municipal Corporation. – positive
· RITES -The company and UP State Bridge Corp have mutually agreed to cease the execution of certain projects in Uttar Pradesh - positive
· Indian Hotel - Company’s Wholly Owned Overseas Subsidiary i.e. Taj International Hotels Limited to St. James Court Hotels Limited, a subsidiary, have executed reconstruction agreement to transfer the restaurant business (along with all the related assets and liabilities) on April 1, 2025. – positive
· Zaggle Prepaid Ocean Services – Company had entered into an agreement with Truecaller International LLP. - positive
· Colab Platforms (BSE listed) - A leading sports technology company, is excited to announce its strategic expansion into the rapidly growing Predictive Gaming Market. With over 50 million users and transactions surpassing ₹ 50,000 crores, this sector has witnessed exponential growth in recent years. – Long term positive
· AGI Infra – Company has obtained Licence under the Punjab Apartment and Property Regulation Act, for Group Hosing Residential Project named "Prestige by AGI" situated at Village Pholriwal, Jalandhar, Punjab. – positive | 18 |
| 17 | · Borosil: The company’s unit will make an investment of Rs 40 crore to set up a manufacturing plant in Rajasthan. long term positive
· Caplin Point Laboratories: Hong-kong based unit will make an investment in Neoethicals Chile SpA. long term positive
· Lupin: The company's UK-based arm gets into agreement to acquire an entire stake in Renascience Pharma for GBP12.3 million.- long term positive
· Elpro International: The company sold its remaining stake in PNB MetLife for Rs 134 crore. long term positive
· Fortis Healthcare: The company has emerged as the successful bidder for Fortis Marks at a valuation of Rs 200 crore.
· Shriram Finance– Company has received approval from the Reserve Bank of India to acquire a 100% equity stake in Shriram Overseas Investments from Shriram Investments Holdings. -Positive
· Kotak - Kotak Alternate Asset Managers Ltd. aims to raise up to $2 billion for a new private credit fund to tap the growing demand for such products in India, according to its chief executive officer. –Positive
· Piramal Pharma– Company has begun commercial production of Sevoflurane at its Digwal facility in Telangana. The company created additional capacity to manufacture Sevoflurane at the Digwal facility in addition to existing capabilities at in Pennsylvania, USA. -Positive
· ABB – Company delivers integrated automation and digital technology for India s largest pipeline network of Indian Oil-Positive
· Paytm - Company has partnered with the Greater Hyderabad Municipal Corporation (GHMC) to simplify property tax collection. The fintech firm has deployed over 400 Paytm All-In-One EDC devices (card machines) across collection centers and for door-to-door tax payments. -Positive
· V2 Retail business update - Standalone revenue rose 69% to Rs 499 crore Same store sales growth rose 24% Sales per square feet at 896 Vs 830 Adds 29 stores in Q4-Positive
· Lemon Tree Hotels – Company has opened a new 117-room Lemon Tree Hotel at Pune in Maharashtra-Positive
· Veefin Solutions - Bank of Baroda, Central Bank of India, and UCO Bank signed up for the SCF platform through PSBXchange, which is powered by the company. -Positive
· Adani Ports – Company reported cargo volume for March of 41.5 million tons (up 9% YoY and Container volume up 19% (YoY). -Positive
· Bharti Airtel – Company expanded core network pact with Nokia to speed-up New 5G Service Delivery, the company said in an exchange filing. -Positive
· LTIMindtree - has entered into a strategic partnership with Phinias to drive transformation in infrastructure and application services. This collaboration aims to leverage Phinias' expertise and LTIMindtree's capabilities to deliver innovative solutions and enhance operational efficiency for clients-Positive
· PNB Housing Finance FY25 business update - Total loanbook crosses Rs 75,000 crore as on March 31, Retail segment loan book rose 18% as on March 31, Achieves affordable housing book of Rs 5,000 crore in March-Positive
· Piccadily Agro Industries – Company has announced the launch of an 'Experience Centre' catering to whisky connoisseurs in India. This centre aims to provide a unique and immersive experience, showcasing the company's premium whisky offerings. -Positive
· Paras Defence - Company has signed a memorandum of understanding with MicroCon Vision, making them the exclusive partners in India for Micro ISR (Intelligence, Surveillance, and Reconnaissance) payloads-Positive
· Kilburn Engineering – Company receives orders worth Rs. 102.44 crores – positive
· Agribio Spirits - Company announced to acquires Solkit Distillery & Brewery Pvt Ltd – positive
· Maruti Suzuki – Company announces price increase of car prices from Apr 8, 2025 due to rising input cost – positive | 25 |
| 18 | · Previous Day Market Summary – Equity benchmark indices saw a strong rally, with the Sensex jumping nearly 600 points and the Nifty closing above the 23,300 mark, driven by gains in real estate, IT, FMCG, and private banking stocks. The surge came ahead of U.S. President Donald Trump’s expected reciprocal tariff announcement, prompting traders to cover short positions later in the day, amid hopes that the impact on the domestic market would be limited. However, investors remained cautious about the global repercussions of these tariffs, particularly for India. Nifty gained 166 points (0.70%) to close at 23,332, while the Sensex advanced 592 points (0.80%) to end at 76,617. Broader markets also strengthened, with the Nifty Midcap and Small Cap indices rising over 1%. FIIs were net sellers Rs1538cr while DIIs were net buyers Rs2808cr
· Brokers Radar – Goldman Sachs TGT on Trent at 8120. BEL TGT by Morgan Stanley 364. GMR Airport TGT by Citi at 90. Waaree Energies TGT by Bernstein TGT at 1902. Premier Energies TGT by Bernstein at 693. Morgan Stabley TGT on MSX at 3400. Morgan Stanley RFR on Coal India
· Actionable BUY – BDL, BSE, Devyani International, Zomato and IRFC
· Global Events Today – US - MBA Mortgage Applications, Factory Orders Durable Goods Order. – Budget Balance(France).
· Corporate Action –Corporate Action - ADC India Interim Dividend Rs 25/-, Capital Trade Links Bonus issue 1:1, MSTC Ltd. Interim Dividend Rs 4.5/-, Ranjeet Mechatronics Ltd. Bonus Issue 1:1.
· Global Data Today – US – Manufacturing PMI, JOLTS Job Openings. Manufacturing PMI(Germany, France & UK). China - Caixin China Manufacturing PMI. Japan - Jobless Rate, Manufacturing PMI.
· Market Summary – Bharat Dynamics FY25 revenue jumps 40% to Rs3,300 crore with nearly 36% from exports. Shriram Finance gets RBI nod for acquisition of Shriram Overseas Investments, Kotak targets $2 Billion for New Private Credit Fund, Piramal Pharma begins Commercial Production of Sevoflurane at Digwal, India Unit, Paytm partners with Hyderabad civic body to digitise property tax collection, HSBC March PMI 8-month high, V2 Retail Q4 Business Update (YoY), LTIMindtree Collaborates with Phinias For Infrastructure And Application Transformation, PNB Housing Finance Business Update. Coal India eyeing lithium blocks in Australia, Argentina: Chairman
· Bharat Dynamic - Company reported reported revenue of Rs3,300 crore (up 40% YoY), which is higher than the previous year's figure of Rs2,369 crore. The overall turnover also includes export revenue of Rs1,200 crore, which is the highest in the company's history, jump of 640% (YoY) in comparison to the ₹161 crore revenue during the previous financial year. During financial year 2025, company’s won orders worth ₹6,668 crore and its order book as of April 1, 2025 stood at ₹22,700 crore.
· Coal India - Company is looking at lithium blocks in Australia and Argentina, company's Chairman P M Prasad said on Wednesday. Company is targeting a production of 875 mt and offtake of 900 MT in the FY 2025-26. Company said the Rs 10 per tonne price hike for both coking and non-coking coal with effect from April 16 will have minor impact on the company's revenue. –Long term positive
· Mahindra & Mahindra Financial Services Q4 Business update: The company reported an overall disbursement up 1% at Rs 15,480 crore for the fourth quarter, disbursement up by 3% at Rs 57,850 crore for the fiscal 2025, and the collection efficiency at 97% for the end of fourth quarter. – long term positive
· Mazagon Dock Shipbuilders: The company has started the construction of multi-purpose vessels for Navi Merchants.- long term positive
· Chennai Petroleum Corp: The company has appointed H Shankar as the managing director. - long term positive
· Allcargo Logistics: The company's arm Ecuhold NV acquire additional 10% stake in Japan-Based Ecu Worldwide for $220,000.- long term positive | 1 |
| 19 | News & Impact
· Focus Today – . US Stock Futures Tumble 3% and Gift Nifty drop 400 points after US impose 26% reciprocal tariff as trade war escalate. Gold record high Oil price declined. US 10-Year Bond Yield fell to 6-month low 4% while Dollar Index declined to 103 level as concern of higher reciprocal tariff by US
· Market outlook Today – The market is expected to open significantly lower due to a broad decline in global markets, including US and European index futures, which fell by 2-4% following US President Donald Trump's announcement of sweeping reciprocal tariffs on several countries with trade surpluses against the US, including India. The tariffs imposed by the US were higher than anticipated, with Trump stating that these nations would face tariffs equal to half the rate they impose on US goods. As a result, India will face a 26% tariff on all exports to the US, while China will face a 34% tariff. Market expectations were that the tariffs would range from 10-15%, but the actual tariffs imposed by the US were much steeper, with most countries, from Vietnam and Venezuela, facing US reciprocal tariffs between 15% and 50%. In India, the US has imposed a 15.6% tariff on electronics and 11.5% on gems and jewelry. On a positive note, India's pharmaceutical sector could benefit as Trump did not announce any specific tariffs for this industry. China will face a 34% tariff, while the European Union will be hit with a 20% levy, and Vietnam will see a 46% duty. India’s tariff rate will be 26%. As a result, global indices like Vietnam have dropped 10%, and markets in Australia, Japan, China, and US futures have fallen between 3-5%. Gift Nifty is down 300 points, or 1.2. Gold prices have surged to a record high of $3150 per ounce, while the US Dollar Index has fallen to a six-month low of 103. The steep tariffs are expected to fuel inflation, hinder global growth, and escalate the ongoing global trade tensions. Traders are advised to exercise caution stance and avoid buying until global market conditions stabilize.
· and Positive domestic indicators boosted market sentiment, including an 8-month high March PMI above 58, the second-highest March GST collection of nearly ₹2 lakh crore, and strong monthly auto sales data.
· US Index Future update – US stock futures plunged more than 3% after President Donald Trump outlined a slate of tariffs on US trading that raises the likelihood of a full-blown trade war that could plunge the US economy into a recession. Nasdaq Index Future declined 4% while mid-cap index major Russel 2000 Index Future nosedived 5%.
· US market Update ¬–U.S. stocks ended higher on Wednesday, as investors were waiting for U.S. President Donald Trump's tariff announcement. Dow Jones and Nasdaq Composite gaind up to 0.5%.
· Asian Market – Asian markets declined sharply after US President Donald Trump rolled out stiff tariffs on major trading partners. Japan’s stocks plunged after President Donald Trump slapped a 24% tariff on the nation as part of tariffs levied on trading partners worldwide
· European Market – European equities fell as investors counted down the hours until President Donald Trump announces sweeping tariffs. UK, Germany and France Index declined 0.5% each
· Gold –Fears of a U.S. recession and global growth slowdown are sparking a rush into gold, and could see the metal go even. Gold futures recorded a fresh high above $3,150/oz following the U.S. reciprocal tariff plan announced by President Trump.
· Brent Crude - Oil fell after US President Donald Trump rolled out stiff tariffs on major trading partners, including China and the European Union, that spared energy but ratcheted up a trade war that threatens global demand. Brent crude declined as much as 3.2% to $72. | 1 |
| 20 | 🔥 intraday buy Call 🔥
SUNPHARMA 1770 -1777
Target 🎯 1800
Sl 1752
For education proper only | 29 |
