Stock Market Updates & Reels | India |Nifty | Sensex | Bank Nifty Options

STATE BANK OF INDIA: Q4 SL NET PROFIT 197B RUPEES VS 186B (YOY); EST 191B STATE BANK OF INDIA: Q4 GNPA 1.49% VS 1.57% (QOQ) || Q4 NNPA 0.39% VS 0.39% (QOQ)

🌎🌎TODAY'S WORLD MARKET https://growmudra.com/global-market-indices

BSE: Q4 CONS NET PROFIT 7.9B RUPEES VS 4.9B (YOY) Q4 REVENUE 15.64B RUPEES VS 8.5B (YOY) BSE: Q4 EBITDA 11.2B RUPEES VS 5.5B (YOY) Q4 EBITDA MARGIN 71.83% VS 65.5% (YOY) BSE: FINAL DIVIDEND 10 RUPEES PER SHARE

India–US Investment Highlights 🇮🇳🇺🇸 • Indian companies plan $20.5 Bn+ US investments • Key sectors: pharma, tech & manufacturing • 12 Indian firms announced $1.1 Bn fresh investments today • Investments expected to create US jobs • Focus on stronger global supply chains • Reflects deepening India–US economic ties Impact: Positive for Indian global expansion & pharma/manufacturing ecosystem 👍

*MAJOR EARNINGS NEXT WEEK* *May 4:* Exide Tata Tech Ambuja Cements KEI Inds Tata Chemicals AB Capital Sobha BHEL Manappuram Finance, Wockhardt *May 5:* M&M L&T Coforge United Breweries Marico Hero Moto PNB Raymond *May 6:* Bajaj Auto Godrej Consumer Blue Star Kansai Nerolac Shree Cement Radico Khaitan CG Power & Inds Polycab Meesho PB Fintech Birlasoft KPIT Tech One 97 (Paytm) *May 7:* Dabur India Pidilite Thermax Escorts Kubota Biocon Lupin V-Mart Thyrocare *May 8:* Titan ABB Chola Financial Kalyan Jewellers MCX Urban Company Swiggy Ujjivan SFB Bank of Baroda

Government of India 58 COMPANIES APPROVED UNDER CRITICAL MINERAL RECYCLING SCHEME • Government approved 58 companies under critical mineral recycling incentive scheme • Scheme outlay: ₹1,500 Cr with expected private investment of ~₹5,000 Cr • Targets recycling of lithium-ion batteries, e-waste and industrial scrap • Planned recycling capacity of ~850 KTPA • Objective is to reduce import dependence and strengthen EV & clean energy ecosystem • Key minerals include lithium, cobalt, nickel, copper and rare earths Key beneficiaries: • Exide Industries Limited • Amara Raja Energy & Mobility Limited • MSTC Limited • Gravita India Limited • Pondy Oxides and Chemicals Limited • Hindalco Industries Limited • Vedanta Limited • Tata Chemicals Limited • Tata Motors Limited • Reliance Industries Limited • Ola Electric Mobility Limited Impact: Positive

𝐁𝐢𝐠 𝐦𝐨𝐯𝐞 𝐛𝐲 𝐭𝐡𝐞 𝐌𝐢𝐧𝐢𝐬𝐭𝐫𝐲 𝐨𝐟 𝐌𝐢𝐧𝐞𝐬 Eco Recycling, Namo E-Waste, Sunlite Recycling, Gravita, Baheti Recycling, Jain Resource Recycling, Pondy Oxide & MSTC 𝐥𝐨𝐨𝐤𝐢𝐧𝐠 𝐩𝐨𝐬𝐢𝐭𝐢𝐯𝐞. Under the Incentive Scheme for Promotion of Critical Mineral Recycling (part of the National Critical Mineral Mission). Total outlay: ₹1,500 Crore. 58 companies have now been approved as eligible after evaluation. Focus: Recycling critical minerals from lithium-ion batteries, e-waste, and industrial scrap. Pledged capacity: 850 KTPA. Pledged investment by these companies: ₹5,000 Crore. Aim: Reduce import dependence, support circular economy, boost clean energy & advanced manufacturing. Anyone tracking this theme? #CriticalMinerals #EWaste #Stocks

*News Headlines from Business News Agencies:* *Business Standard* 📝 FDI in India may cross $90 billion in FY26 on strong inflows: DPIIT Secy 📝 Fertiliser output steady; govt secures 3.7 MT urea imports for kharif 📝 Uttar Pradesh govt bets on solar as energy demand may cross 33,000 Mw 📝 HFCL Q4 FY26 results: Record net profit of ₹184 crore, revenue doubles 📝 BOE holds rates at 3.75%, warns Iran war may need forceful rate hikes 📝 Higher growth, asset quality boost keep analysts bullish on Bajaj Finance 📝 Bagmane REIT eyes growth via GCC demand, ROFO pipeline, low leverage 📝 Kimbal raises $22 mn Series B led by GEF to expand grid tech globally 📝 Rajasthan agency to spend Rs 1,500 cr to develop industrial areas 📝 Deep-tech startup Ctruh raises $2.5 million in seed round led by IPV 📝 Task force suggests measures to boost PNG penetration, reform CGD sector *Economic Times* 📝 Times Music acquires Catrack Entertainment, doubles down on Punjabi catalogue strategy 📝 India, Italy draw up a new drill plan as military ties tighten 📝 Eli Lilly raises annual forecasts as GLP-1 drugs fuel growth 📝 Renault restructures India operations in export-focused reset 📝 AI customer service startup Netomi raises $110 million 📝 Gujarat Cotex to raise nearly Rs 43 cr through rights issue 📝 Kissht raises Rs 278 crore from anchor investors ahead of Rs 926 crore IPO 📝 Smartworks revenue rises 31% to Rs 1,796 crore in FY26; turns profitable 📝 India finds $800 billion silver lining as conflict clouds gather 📝 Brookfield’s Altius is said to plan $630 million India IPO 📝 Skydo enables Indian exporters to unlock over $150M in US tariff refunds *Mint* 📝 Powergrid to raise ₹4,000 crore from SBI; board approves fundraise 📝 Defence, energy, data centres to lead India’s $800 bn capex wave: Morgan Stanley 📝 BSNL sets ambitious Arpu goal of ₹150 in FY27, betting on 4G rollout, upselling 📝 Reliance Retail expands beauty portfolio, acquires Priyanka Chopra’s ‘Anomaly’ 📝 Federal Bank to buy select retail credit card portfolio of Standard Chartered 📝 Amazon Now sees 25% monthly order growth in India: CEO Andy Jassy 📝 Cars24 co-founder Mehul Agrawal steps back amid senior-level exits 📝 Labour unrest in India reflects a spike in the price of cooking gas 📝 HUL bets on price hikes, cost cuts to counter Mideast-led pressures 📝 Nvidia Leases Massive Bengaluru Office Space Amid AI Boom 📝 India's domestic air passenger traffic slows to 1.3% in FY26

A little boy asked me, “Do all fairy tales begin with 'Once upon a time'? " "No, kid” I answered “Some begin with 'If I am elected’!”

*News Headlines from Business News Agencies:* *Business Standard* 📝 Remain structurally bullish on India despite headwinds: Ben Powell, BlackRock 📝 GDP growth may slip to 6% if Indian crude averages $120/barrel in FY27: EY 📝 Piramal Pharma bets on FY27 rebound; expects mid-teens growth, margin gains 📝 Energy disruption offers chance to shift cooking to solar hours: MNRE minister 📝 Sun Pharma bets on Organon front-end to drive global growth, efficiencies 📝 PhonePe reaches 700 million users milestone amid strong fintech growth 📝 McLeod Russel India to sell three tea gardens in Assam to repay debt              📝 Global auto industry facing demanding environment, says OICA president 📝 Transmission bottlenecks threaten India's ambitious renewable energy goals 📝 Eternal eyes $20 bn in B2C NOV by FY28; $1 bn in adjusted Ebitda by FY29 📝 Jio IPO may slip to second half of FY27 on geopolitical risks: Report 📝 Mahindra Lifespace pre-sales rise 21% to ₹3,405 cr in FY26 on strong demand *Economic Times* 📝 LPG under-recoveries may hit Rs 80,000 crore in FY2027 amid West Asia disruptions: ICRA 📝 Skoda Auto India links up with CSC Grameen eStore for bookings 📝 Argentina emerges as India's main supplier of edible oils 📝 SWAMIH fund infuses Rs 600 crore with Ramky group to revive stuck projects in Bengaluru 📝 Nasdaq-listed MakeMyTrip said to hire banks for India offering 📝 Apple's new CEO Ternus likely to get earnings spotlight as strong results loom             📝 EPACK Durable expands into infrared cooktops as gas squeeze shifts demand 📝 AWL Agri Business flags 20% rise in oil-linked costs amid Middle East conflict 📝 Meesho receives Rs 14.29 crore GST notice for non-collection of TCS 📝 Inorbit malls to acquire Prozone Group malls in Chhatrapati Sambhaji Nagar, Coimbatore 📝 Tata Motors files record 144 patent applications in FY26 📝 LG Electronics, Nvidia in talks over robots, AI data centres and mobility *Mint* 📝 IRDAI plans insurance sales clean-up, distribution reforms, chief Ajay Seth says 📝 Embassy Office’s FY27 growth targets look doable unless GCC demand falters 📝 Prestige Group bets on rental-led senior living, eyes premium play in Bengaluru 📝 Vedanta beats street on strong commodity prices, volumes 📝 OPEC oil production shifts as UAE exits amid Iran war 📝 India in talks with US for ‘equitable’ access to Anthropic's Mythos AI model  📝 PE firm Siguler Guff invests $40 million in Trimex Foods 📝 Centre pivots highway push to ring roads, bypasses around 50 large cities 📝 Servify eyes acquisitions to bulk up before IPO 📝 Premium switchgear maker Norisys taps A&M for potential stake sale 📝 Federal Bank reports 22% growth in profit despite surge in provisions; Asset quality improves

ACTION FOR THE DAY Nifty Monthly Expiry Q4 Earnings-Maruti Suzuki, Eternal, Bandhan Bank India Industrial Production Data Bank of Japan-Rate Decision Lockin Expiry- Capillary Technologies PM Modi-2nd Day Of Visit In Sikkim Global Earnings-Coca Cola, Starbucks, Visa

Growth Triggers 👇 🔹#TDPower – Data center/export-led generator demand; OB ₹1,845 Cr; new plant + strong FY27 visibility 🔹#QualityPower – Grid capex + HVDC push; Sangli expansion (₹1,500 Cr potential) + JV scale-up 🔹#ShilcharTech – Renewable transformer demand; full utilization + expansion by FY27 🔹#MTAR – AI/data center fuel cells + nuclear/defense; OB ₹2,395 Cr, strong order momentum 🔹#Kaynes – EMS + semiconductor play; OB ₹9,072 Cr; OSAT ramp underway 🔹#Netweb – AI/HPC boom; strong strategic orders + 30–40% growth visibility 🔹#ZenTech – Defense indigenization; anti-drone + simulators; OB ₹1,427 Cr 🔹#DataPatterns – Radar/EW systems; OB ₹1,868 Cr + strong pipeline 🔹#PTCIndustries – Aerospace/defense alloys; global tie-ups (Blue Origin, Honeywell) 🔹#E2ENetworks – GPU cloud/AI infra; hyper growth + high margins 🔹#InoxIndia – LNG/cryogenic exports; diversified global demand 🔹#FrontierSprings – Railways capex play; strong order visibility + capacity ramp

HAVE A GREAT DAY AHEAD.

STT hike hit F&O trading. Since April, higher taxes cut Nifty and Bank Nifty futures volume by 33%. Index futures daily turnover dropped from ₹0.37 trillion to ₹0.25 trillion. Options also fell sharply.

Panic broke out at the White House Correspondents’ Association dinner on Saturday night when gunfire was heard inside the Washington Hilton hotel, leading to the evacuation of US President Donald Trump. Officials said a suspected shooter was in custody. Trump escaped without injury. Witnesses reported that security quickly removed him from the dais and took him to a secure location. Many guests took shelter under tables inside the ballroom. #donaldtrump #whitehouse #washington #republicworld

🚨 THIS is INSANE BAD NEWS for war 🇮🇷 More than 15 countries are urgently advising their citizens to leave Iran immediately. Many nations are telling their citizens to get out of the Middle East These citizens need to leave Iran imminently. 🇺🇸 US - Leave immediately 🇩🇪 Germany - Leave 🇮🇹 Italy - Leave if possible 🇪🇸 Spain - Leave ASAP 🇵🇱 Poland - Leave immediately 🇫🇷 France - Leave 🇬🇧 UK - Leave if possible 🇨🇦 Canada - Leave now 🇫🇮 Finland - Leave / avoid travel 🇸🇪 Sweden - Leave (no evacuation guarantee) 🇷🇸 Serbia - Leave ASAP 🇨🇾 Cyprus - Avoid travel / leave 🇮🇳 India - Leave expeditiously 🇰🇷 S Korea - Leave / avoid travel 🇸🇬 Singapore - Leave if possible 🇦🇺 Australia - Leave ASAP 🇨🇳 China - Leave 🇧🇷 Brazil - Leave if possible