Market & You

BIRLASOFT CONS Q4 FY26 • Net Profit ₹175.93 Cr ↑ 46.8% QoQ ↑ 44.1% YoY • Revenue ₹1,348.63 Cr ↑ 0.1% QoQ ↑ 2.4% YoY • EBIT ₹249.18 Cr ↑ 1.8% QoQ ↑ 43.6% YoY • Margins 18.48% vs 18.17% QoQ vs 13.18% YoY • Dividend ₹4/share

Sky Gold 480

KPIT TECH Q4 RESULTS NET PROFIT ⬆️ ₹163 CR vs ₹130 CR (QOQ) REVENUE ⬆️ ₹1,710 CR vs ₹1,617 CR (QOQ) EBIT ⬆️ ₹241 CR vs ₹234 CR (QOQ) EBIT MARGIN ⬇️ 14.05% vs 14.5%

VOLTAMP TRANSFORMERS Q4 RESULTS 📊 • Net Profit at ₹47.90 Cr ↓ 50.5% YoY, ↓ 51.7% QoQ 📉 • Revenue at ₹617.23 Cr ↓ 1.2% YoY, ↓ 2.1% QoQ 📉 • EBITDA at ₹81.36 Cr ↓ 30.1% YoY, ↓ 24.5% QoQ 💰 • EBITDA Margin at 13.18% vs 18.63% YoY | 17.09% QoQ 📊 • Dividend Announced: ₹100 per share 💸

🚨 MAHINDRA & MAHINDRA Q4 RESULTS 🚜📊 • 💰 Net Profit at ₹3,737 Cr ↑53% YOY, ↓5% QOQ • 📈 Revenue at ₹39,600 Cr ↑26% YOY, ↑2% QOQ • ⚙️ EBITDA at ₹5,508 Cr ↑31% YOY, ↓4% QOQ • 📊 EBITDA Margin at 13.9% vs 13.3% YOY | 14.7% QOQ Dividend ₹ 33

CAMS 8.5% up

📈 Stocks to Watch Today 🗓️ 05 May 2026 🟢 POSITIVE NEWS 🟢 1. Wockhardt: Strong turnaround to profit, margins expand sharply. 💪 2. Jindal Stainless: Steady growth + dividend. 📈 3. Petronet LNG: Profit & margin expansion. 💰 4. Manappuram Finance: Turns profitable from loss. 🔄 5. Tata Technologies: Strong profit jump. 🚀 6. Sobha: Strong revenue & profit growth. 🏗️ 7. KEI Industries: Strong earnings growth. ⚡ 8. Aarti Industries: Strong margin & profit growth. 📊 9. Meghmani Organics: Govt approval for nano fertilisers. 🌱 10. Afcons Infrastructure: ₹373 cr EPC orders. 🏗️ ⚪ NEUTRAL UPDATE ⚪ 1. CAMS: Flat performance + dividend. ➖ 2. Tata Chemicals: Weak reported numbers but one-time impact. 📉 3. Antony Waste: Corporate guarantee update. 📝 4. Prabha Energy: Rights issue record date. 📅 5. Manappuram Finance: MD transition plan. 🔄 🔴 NEGATIVE NEWS 🔴 1. IIFL Capital Services: Revenue & profit decline. 📉 2. Jaiprakash Power: Profit to loss, margin collapse. 📉 3. Aurobindo Pharma: CEO resignation (subsidiary). 👔 4. Dynacons Systems: ₹751 cr RBI data centre project. 💻

Sky Gold made a high of 460+, T1 Done

GRANULES INDIA Q4 Net Profit ⬆️ 32.6% YoY at ₹201.57 Cr ⬆️ 34.2% QoQ Revenue ⬆️ 22.8% YoY at ₹1,470.63 Cr ⬆️ 5.9% QoQ EBITDA ⬆️ 39.5% YoY at ₹352.14 Cr ⬆️ 14.2% QoQ EBITDA Margin ⬆️ 23.9% vs 21.1% YoY ⬆️ vs 22.2% QoQ

CAMS (WEEKLY) CMP: 765 Good to add till 740 Upside potential: 820 & 870 View invalid below : 720

CEAT 11% UP today

Sky Gold made a low of 404 and today made a high of 444+

ACE 850 to 945+

NESTLÉ INDIA – Q4 RESULTS • Standalone Net Profit at ₹1,114.11 Cr (↑25.8% YoY, ↑9.4% QoQ) • Revenue at ₹6,747.79 Cr (↑22.6% YoY, ↑19.1% QoQ) • EBITDA at ₹1,771.60 Cr (↑27.6% YoY, ↑47.5% QoQ) • EBITDA Margin at 26.3% vs 25.2% YoY, 21.2% QoQ

CEAT 14% up in my portfolio having a very small quantity

STOCKS IN NEWS * Vedanta - Board approves demerger 🏭 * FACT, RCF, National Fertilizers - Strong March Output For Fertilisers (Core Data) 🌱 * PNB Housing - Recoveries drove PAT Beat In Q4 🏠 * ONGC, Oil India - Brent Crude Remains Elevated On Geo-Political Tensions 🛢️ * Banks - RBI Withdraws April 1 Circular On Forex Management 🏦 * Oberoi Realty - Q4 Gross Booking Value (+96% YoY) 🏗️ * E2E Network - Q4 Turnaround Quarter 🔄 * JSW Steel - JV With POSCO 🤝 * Interarch Building - New Rs 80cr order win 💰 * TVS Motor - Agreement with Hyundai 🏍️ * Hind Copper - Rs 7,189 crore capex plans ahead 🔩 * Suzlon Energy - Enters into pact with Korean firm GS E&C 🌬️

Sky Gold (Weekly) CMP: 423 dips can be accumulated till 390-400 Long consultation zone breakout of 40+ weeks Upside potential 460 & 485+ View invalid below a weekly close below 370 Not a Buy sell recommendation, DYOR

ANGEL ONE – Q4 RESULTS 📊🚀 • 💰 Net Profit: ₹320 Cr (↑19% QoQ, ↑83% YoY) • 📈 Revenue: ₹1,459 Cr (↑9% QoQ, ↑38% YoY) • ⚙️ EBITDA: ₹599 Cr (↑13% QoQ, ↑75% YoY) • 📊 EBITDA Margin: 41% vs 39.6% QoQ, 32.4% YoY (strong expansion)

Angel One (weekly) CMP: 298 Trenline breakout more strength above a weekly close of 290 Upside potential: 325 & 345 View invalid below : weekly close below 270 Disclaimer: Holding from lower levels Do your own Research not a buy sell recommendation