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

South Korea's KOSPI hit a record close, driven by gains in chip, robotics, and auto stocks. The market watchdog is monitoring retail investors' leveraged stock positions and stands ready to take preemptive measures to ensure stability.

Petrol and diesel prices may rise by ₹5-7 per litre before 15th May, per government sources cited by India Today and Republic World. This would be the first major revision since 2022. OMCs currently sell petrol at a ₹14/litre loss and diesel at an ₹18/litre loss as crude prices have surged from $70 to $120 per barrel over the past year.

*News Headlines from Business News Agencies:* *Business Standard* 📝 CE domestic sales fall 6.7% to 113,229 units, exports jump 31.5% in FY26 📝 Hope to continue growing at 25% till 2031: BenQ India MD Rajeev Singh 📝 Economist Ashok Lahiri takes charge as NITI Aayog vice-chairperson 📝 Swiggy Q4 results: Loss narrows to ₹800 crore, revenue up at ₹6,383 crore 📝 UP govt scraps smart prepaid meter system, shifts all users to postpaid 📝 Hyundai Motor India Q4 results: Net profit declines 22.2% to ₹1,255.63 cr 📝 Airtel Africa profit jumps multifold to $813 mn in FY26; revenue up 29.5% 📝 Titan Q4 result: Profit up 35% at ₹1,179 cr, misses estimates on high costs 📝 Global food prices hit 3-year high as Iran war disrupts supply chains 📝 Non-bank lenders plan $1.6 bn in debt sales as yields decline, say bankers 📝 Toyota expects $4.3 bn hit from Iran war fallout amid supply disruptions 📝 India's April consumer inflation likely rose to 3.8% on higher fuel costs *Economic Times* 📝 India's oil companies bleed Rs 30,000 cr as fuel prices held steady despite global energy shock 📝 Zepto gets Sebi nod for IPO; issue size pegged at Rs 11,000 crore: sources 📝 Tata Consumer Products Q4 Results: Profit rises 21% YoY to Rs 419 crore, revenue up 18% 📝 RBI completes auction for new 10-year government security 📝 Akasa Air sets up entity for aircraft financing, leasing in GIFT City 📝 Ola Electric gets govt certification for 4680 Bharat Cell powered S1 X+ 5.2 kWh scooter 📝 Thali costs rise in April on higher tomato, vegetable oil, LPG prices 📝 India exploring fractional aircraft ownership policy, considering aircraft as infrastructure assets: Aviation Minister Naidu 📝 Tata Motors rolls out VRS after union push; around 300 employees opt in 📝 Centre working to restore gold import tax exemption for banks; shipments resume after IGST glitch: IBJA 📝 Adobe takes 1.58 lakh sq ft office space in Noida amid airport-led commercial boom *Mint* 📝 India's mid-tier IT firms narrow new business gap with the larger rivals 📝 BoB Q4 results 2026: Profit jumps 11% YoY to ₹5,616 crore 📝 IMF warns that evolving AI threat could upend financial markets 📝 Amazon India to scale up rest facilities for delivery associates to 250 📝 E-way bill generation eases in April after March peak 📝 Cable, telecom gear firms feel the US-Iran war squeeze 📝 Airlines oppose steep tariffs proposed at Navi Mumbai, Noida airports 📝 Bikaji promoter’s family office buys 35% stake in Bengaluru’s The Filter Coffee 📝 OnEMI Technology Solutions lists at 11.11% premium on NSE 📝 Dabur’s home and personal care biz shines, but overall growth is modest 📝 Japans Sony reports declining profit but expects a record for this year 📝 Yanolja Acquires InnKey to Expand Global Enterprise Hospitality Platform

Tata Consumer Products Q4FY26 ➤ Q4FY26 ✓ Revenue  ₹5,434 Cr (+18% YoY) ✓ Consolidated EBITDA ₹796 Cr (+27% YoY) ✓ Net Profit ₹424 Cr (+22% YoY) ➤ India branded business delivered: ✓ 16% UVG (Underlying Volume Growth) in Q4 ➤ International business maintained strong momentum +21% YoY growth in Q4 (CC growth stood at 11% in Q4) ➤ India Beverages Business ✓ Tea volumes grew 4% during Q4 ✓ Coffee continued strong momentum with:    ✓ 20% revenue growth ✓ RTD (Ready-to-Drink) beverages delivered:      ✓ Third consecutive quarter of double-digit growth,    ✓ 23% revenue growth in Q4 ✓ Key launches Tata Tea Gold Iced Tea Tetley Matcha Latte Tata Coffee Cold Coffee ‘Tata Electrolyte’ small-pack launch in functional beverages. ➤ Foods Business ✓ India Foods business revenue grew 21% YoY in Q4 ✓ Salt business grew 12%, marking: Fifth consecutive quarter of double-digit growth. ➤ Tata Sampann ✓ Grew 69% YoY in Q4 ✓ Expanded protein snacking portfolio with: ✓ Protein Crunch Makhana ✓ Hi-Protein Edamame ✓ Capital Foods launched:       ✓ Manchurian Cup Noodles      ✓ Schezwan Cup Noodles ➤ International Business ✓ International revenue grew 21% YoY in Q4 ✓ In the USA:      ✓ Eight O’Clock Coffee gained market share,      ✓ Grew at more than double the category rate. ➤ Innovation remained a key growth driver with: 80 new launches in FY26. ➤ Innovation-to-sales contribution reached: 4.5%, considered best-in-class. ➤ Revenue from innovation scaled: 7x since FY21. ➤ Tata Starbucks ✓ Delivered third consecutive quarter of positive same-store sales growth (SSSG) ✓ Store network expanded to 502 stores across 80 cities ✓ Strong traction seen in:     ✓ Protein cold foam beverages,     ✓ Zero-added-sugar syrup offerings. ➤ Final dividend recommended ₹10 per share ➤ Management Commentary ✓ Broad-based double-digit growth across core and growth businesses ✓ Strong momentum in Foods and RTD categories ✓ Sustained innovation-led expansion ✓ Continued premiumisation and portfolio transformation. ✓ Scaling growth businesses ✓ Strengthening distribution ✓ Driving innovation ✓ Delivering long-term value creation

TITAN COMPANY: Q4 CONS NET PROFIT 12B RUPEES VS 8.7B (YOY); EST 13B TITAN COMPANY: Q4 FY26 EBITDA MARGIN 9.5% VS GUIDANCE AT 11.0%–11.5%

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’!”