BSE 100

Adani Power: Receives Letter Of Award From Maharashtra State Electricity Distribution For 2,500 Mw Power Supply Contract Lasting 25 Years

Marico: Completes 75% Acquisition Of Vietnam’s SkinEtiq Through MSEA, Making SkinEtiq A Subsidiary And Expanding Its Digital Skincare Portfolio

PNB: Domestic Bank Deposits Seen At 16.5 Trillion Rupees Vs 15 Trillion A Year Ago, While Global Deposits Are Seen At 17 Trillion Vs 15.7 Trillion Year Over Year

PNB: Reports Domestic Bank Advances Of Rs 11.96 Trillion, Up From Rs 10.7 Trillion Year-On-Year; Global Gross Advances Rise To Rs 12.6 Trillion From Rs 11.2 Trillion YoY

Adani Ports And Special Economic Zone: Company Reaches 500 MMT Cargo Milestone In FY26, With Record 46 MMT In March 2026 And 19% Higher Container Handling.

Tata Motors Passenger Vehicle: Full-Year Volumes Hit by US Tariffs, China Challenges, and Early Jaguar Model Wind-Down Plus Cyber Incident Production Stops

Tata Motors Passenger Vehicles: JLR Reports Q4 FY26 Wholesale 95,300 Units, Down 14.5% YoY, With Q4 FY26 Retail Sales at 92,700 Units, Down 14.3% YoY

Marico: Expects Double-Digit Operating Profit Growth This Quarter.

Marico: International Business Keeps Strong Momentum With High-Teen Constant Currency Growth.

Marico: Expects Gradual Volume Growth Pickup Through FY27.

Marico: India Business Keeps Up Strong High Single-Digit Growth, With A Small Increase From Last Quarter.

PB Fintech: Income Tax Department Sends Notices To Insurance Brokers And Agents, Including Old Cases, - ET Now

Official Sources Say Petroleum And Food Products Are Removed From The Concessional SEZ Scheme - NDTV Profit ( Reliance )

Hal: Company Says It Is Out Of Amca Race In An Interview To CNBC Awaaz

HAL: Air Force Deliveries Will Start After Review Ends, LCA Mark 1A Flight Resumes Next Week

HAL: Command Says GE Sixth Engine Is Ready For Delivery

HAL: CO Cmd Says Brake Software Technical Issues Are Now Fixed

Coforge: Partners With Solstice Innovations To Speed Up P&C Insurance Modernization Using Agentic AI, Launching A Dedicated Forge-X AI Center Of Excellence.

Bharti Airtel: Hits 650 Million Customers, Becomes The World’s 2nd Largest Telco And Expands Digital Services In India And Africa

SBI Life Insurance Company Ltd.: Rs. 45.42 Crores NSE Block Trade; for ~ 261,856 Shares, at Rs. 1734.50

Lupin: Completes Visufarma B.V. Acquisition, Expanding Its Eye Care Portfolio To 60+ Branded Products And Strengthening Its Europe Presence.

Tata Consumer: Motilal Oswal maintains Buy on Tata Consumer Products with Target Price ₹1,370 citing traditional tea-salt-international business as cash cow, mid-to-high single-digit growth outlook, coffee cost tailwind, quick commerce as new growth engine, disciplined portfolio strategy, and expected FY25-28 CAGR of 11%/15%/23% in revenue/EBITDA/PAT.

Bharat Electronics: Goldman Sachs maintains Buy on Bharat Electronics with Target Price ₹475 (from ₹470) citing FY26 revenue growth of 16.4% YoY, expected Q4FY26 revenue/EPS growth of ~12.7%/13.3%, ~1% EPS upgrade for FY27/28 on margin upside from contract mix, and strong outlook backed by healthy execution and order visibility.

Hindustan Aeronautics: Goldman Sachs maintains Neutral on Hindustan Aeronautics with a Target Price of ₹5,255, citing a 4.1% YoY revenue growth in FY26 despite supply chain issues, but expects a 4.4% YoY decline in Q4FY26 due to delays in key platforms, with margins supported by other income.

InterGlobe: Morgan Stanley maintains Overweight on InterGlobe Aviation with a Target Price of ₹6,498, citing limited domestic ATF hike, fuel surcharge increases protecting margins, but weaker demand with domestic and international traffic down, especially in Middle East routes.

Ambuja Cements: DAM Capital upgrades Ambuja Cements to Buy from Neutral with Target Price Rs 500 as cement sector upgraded following ~Rs 30–50/bag price hikes across regions from April 2026 to offset cost inflation and support margin recovery.

Shree Cement: DAM Capital on Cement Maintain Buy on Shree Cement with Target Price Rs 27,000 as sector upgraded to Buy following ~Rs 30–50/bag price hikes across regions from April 2026 to offset cost inflation and support profitability recovery.

UltraTech Cement: DAM Capital on Cement Upgrade sector to Buy with top pick UltraTech Cement Target Price Rs 12,650 driven by ~Rs 30–50/bag price hikes across regions from April 2026 to offset cost inflation and support profitability recovery.

InterGlobe: HSBC on InterGlobe Aviation Maintain Buy with Target Price Rs 5,210 (cut from Rs 5,860) citing headwinds from higher oil prices, INR depreciation and cancellations, limited fuel surcharge offset, potential summer capacity cuts, though underlying fares expected to remain firm.

Bharat Electronics: Nomura on Bharat Electronics Maintain Neutral with Target Price Rs 435 citing strong FY26 order inflow of Rs 301bn (above guidance), expected 12%/9% YoY 4QFY26 revenue/EBITDA growth, FY27 order inflow potentially doubling to Rs 600bn led by QRSAM, but limited upside due to expensive 45x/39x FY27/28E valuations.

Bharat Electronics: CLSA on Bharat Electronics Maintain Outperform with Target Price Rs 522 as emergency Make-in-India procurement drives 65% FY26 order inflow (14% above guidance), with ~US$6.5bn order wins expected in next 12 months from ~US$12bn pipeline led by QRSAM, plus bids for 5th-gen fighter and S-400 systems acting as key rerating catalysts.

Hindustan Aeronautics: CLSA on Hindustan Aeronautics Maintain Outperform with Target Price Rs 5,175 (cut from Rs 5,436) citing Rs 2.5 tn backlog providing ~14 years revenue visibility, ~US$25bn FY27-30 order pipeline (helicopters, fighters, Super Sukhoi), Mk1A deliveries from 1QFY27 and GE engine/414 MII catalysts, while cutting FY26-28 EPS 3-6% on GE engine delays but noting HAL remains cheapest pure-play defence stock with strong positioning.

Hindustan Unilever: Jefferies on Hindustan Unilever Maintain Buy with Target Price Rs 2,850 as Unilever divests global foods (ex-India) and merges with McCormick & Company to focus on BPC, boosting India’s strategic importance and highlighting Indian foods as high-growth and value-accretive, though some clarity on HUL implications is awaited.

Bharti Airtel: Kotak Institutional Equities on Bharti Airtel Upgrade to Buy with Target Price Rs 2,250 as resilient wireless performance, ARPU hike, accelerated capex in homes, enterprise, and data centers, and lower FY26-28E capex driving deleveraging support attractive risk-reward at 8x FY28E EV/EBITDA.

Powergrid Corp: Declared Successful Bidder For Karnataka 400 Kv Transmission Line To Add Renewable Capacity At Tumkur-II

Shree Cement: Receives Draft FY23 Tax Demand Of About ₹149 Crore And Plans To Object, Company Says No Major Impact Expected

Hero Motocorp: Acquires 2.68 Lakh Series E CCPS In Euler Motors For ₹210 Crore, Lifts Its Stake To 36.67%

Marico: Zed Board And Shareholders Approve Voluntary Liquidation On April 1, 2026

Lupin: Unit Nanomi Plans To Buy Up To 43.38% Of Multicare Pharmaceuticals Philippines For as Much as USD 39.6 Million, With Goal Of Taking Full Ownership By May 2026

TVS MOTOR: MARCH TOTAL SALES 519,358 UNITS VS 414,687 UNITS (YOY); EST 530,500

TVS Motors: Reports Record FY26 Sales Of 5.9 Million Units; Q4 Dispatches Hit 1.6 Million With 25% Growth In March

Tata Power: Resumes Operations At Mundra Plant With 4,150 MW Installed Capacity

HERO MOTOCORP: MARCH TOTAL SALES 598,198 UNITS VS 549,604 UNITS (YOY); EST 600,100

Hero Motocorp: Q4 Dispatches Jump 24% As FY26 Volumes Rise 10% To 6.5 Million Units

Indian Oil Corp: Achieves Record 104.4 MMT Consolidated Sales, Up About 4% From Last Year

Eicher Motors: March Total Motorcycle Sales Jump To 112,334 Units Versus 101,021 Units Year-Over-Year, Above Estimates

Maruti Suzuki: Co-Executive Says Small Car Sales Are Strong, One-Month Waiting List; Prices To Be Reviewed Soon

Maruti Suzuki: Company Executive Says He Has Heard About Possible Future Gas Shortages

Maruti Suzuki: Executive Says Gas Supplies Are Steady And Production Is Running Normally So Far.

NTPC: CO Completes Transfer Of Coal Mining Assets To NTPC Mining Ltd., Effective April 1, 2026

MARUTI SUZUKI: MARCH TOTAL SALES 225,251 UNITS VS 192,984 UNITS (YOY); EST 209,600

Info Edge (India): Whole-Time Director Pawan Goyal Resigns, Effective May 31, 2026.

Tech Mahindra: Board Approves Merger Of Its Wholly Owned Subsidiaries Tech Mahindra Costa Rica And Allyis Technology Solutions.

TATA MOTORS: PASSENGER VEHICLES MARCH TOTAL 66,971 SALES UNITS VS 51872 UNITS (YOY); EST 64,800

NTPC: Completes Transfer Of Pakri Barwadih Coal Mine To NTPC Mining Ltd, With Final Handover Starting 1 April 2026, Ending Coal Mining Transfer Process.

EICHER MOTORS: (CV) MARCH TOTAL SALES 13,311 UNITS VS 12,094 UNITS (YOY); EST 13,300

HDFC Asset Management Company Ltd.: Rs. 32.02 Crores NSE Block Trade; for ~ 138,049 Shares, at Rs. 2319.60

Knight Frank Says Delhi Real Estate Is Slowing - NDTV (DLF)

Coal India: March 2026 Coal Offtake Reaches 69.5 Million Tonnes, Up 0.7% From Last Year.

COAL INDIA: MAR26 PROVISIONAL COAL PRODUCTION AT 84.5 MLN TONNES, DOWN 1.5% YOY

Yes Bank: Bank Appoints S. Anantharaman As Chief Risk Officer After Key Risk Roles At Jio Financial, Bank Of Baroda, HDFC Bank, And L&T Finance Holdings.

ITC: Acquires Majority Board Nomination Rights In Sproutlife Foods, Making It A Subsidiary From April 1, 2026.

Bajaj Auto Ltd.: Rs. 22.77 Crores NSE Block Trade; for ~ 25,315 Shares, at Rs. 8994.00

Hindalco Industries Ltd.: Rs. 37.35 Crores NSE Block Trade; for ~ 407,765 Shares, at Rs. 915.95

Bharat Electronics: Records ₹26,750 Crore Turnover in FY 2025-26, Up 16.2% From ₹23,024 Crore; Slightly Below ₹27,000 Crore Guidance.

HDFC Bank Ltd.: Rs. 40.89 Crores NSE Block Trade; for ~ 549,796 Shares, at Rs. 743.80

Sun Pharmaceutical Industries Ltd.: Rs. 17.80 Crores NSE Block Trade; for ~ 101,082 Shares, at Rs. 1761.30

LUPIN LTD.: RS. 236.53 CRORES NSE BLOCK TRADE; FOR ~ 1,031,642 SHARES, AT RS. 2292.80

BAJAJ AUTO LTD.: RS. 68.18 CRORES NSE BLOCK TRADE; FOR ~ 76,049 SHARES, AT RS. 8965.50

M&M: (TRACTOR SALES) MARCH TOTAL SALES 45,035 UNITS VS 34,934 UNITS (YOY); EST 37,100

M&M: (AUTO SALES) MARCH TOTAL SALES 99,969 UNITS VS 83,890 UNITS (YOY); EST 101,500

Bajaj Finance Ltd.: Rs. 42.20 Crores NSE Block Trade; for ~ 506,239 Shares, at Rs. 833.60

Avenue Supermarts Ltd.: Rs. 18.76 Crores NSE Block Trade; for ~ 44,170 Shares, at Rs. 4246.40

ITC Ltd.: Rs. 16.62 Crores NSE Block Trade; for ~ 567,029 Shares, at Rs. 293.10

Adani Power Ltd.: Rs. 24.52 Crores NSE Block Trade; for ~ 1,579,389 Shares, at Rs. 155.28

Larsen & Toubro Ltd.: Rs. 35.49 Crores NSE Block Trade; for ~ 97,695 Shares, at Rs. 3633.00

Hindustan Aeronautics: Citi on Hindustan Aeronautics: Maintain Buy with Target Price Rs 5,560 as FY26 provisional update indicates in-line revenue, ~5% higher order inflows, robust repair & overhaul demand outlook, and strong backlog providing ~7 years of manufacturing revenue visibility.

Indigo: IOC Clarifies ATF Prices Increased By 8.5% And Not By 115% As Notified Earlier

United Spirits Ltd.: Rs. 21.21 Crores NSE Block Trade; for ~ 171,084 Shares, at Rs. 1240.00

IndiGo: Ioc Says ATF Price Increase Of 20% To 25% Applies Only To Domestic Airlines - ET Now

ICICI BANK LTD.: RS. 166.67 CRORES NSE BLOCK TRADE; FOR ~ 1,363,840 SHARES, AT RS. 1222.10

InterGlobe: Morgan Stanley on InterGlobe Aviation Maintain Overweight with Target Price Rs 6,498 following appointment of Willie Walsh—former CEO of Aer Lingus, British Airways and International Airlines Group, and most recently Director General of International Air Transport Association—bringing deep global aviation leadership experience to support IndiGo’s growth and execution.

Avenue Supermarts: Morgan Stanley on Avenue Supermarts Maintain Equal Weight with Target Price Rs 4,552 as aggressive expansion with 85 store additions in FY26 (vs 40-50 earlier), ~20% network growth to 500 stores, 48 stores added in March (58 in 4Q vs 27 earlier), strong expansion across key states and entry into Odisha, Goa and Uttarakhand supports FY27 revenue growth outlook.

Bharat Electronics: Morgan Stanley on Bharat Electronics Maintain Overweight with Target Price Rs 508 on strong order inflows of Rs 300bn in FY26 (vs Rs 270bn guidance), 4Q inflows of Rs 108bn (+11% YoY), robust pipeline across radars, avionics and communication systems, expanding order book to Rs 2.54trn (vs Rs 1.89trn YoY) and continued strong execution visibility.

State Bank of India: HSBC on State Bank of India Maintain Buy with Target Price Rs 1120 (cut from Rs 1250) amid Middle-East conflict weakening earnings outlook with cuts to AUM growth, margins and EPS, emerging liability pressures and potential asset-quality risks, while preferring private banks over PSU banks and favoring NBFCs like Cholamandalam Investment and Finance and Shriram Finance, with LIC Housing Finance seen as a defensive pick.

Bank of Baroda: HSBC on Bank of Baroda Maintain Buy with Target Price Rs 275 (cut from Rs 340) amid Middle-East conflict weakening earnings outlook with cuts to AUM growth, margins and EPS, emerging liability pressures and potential asset-quality risks, while HSBC prefers private banks over PSU banks and favors NBFCs like Cholamandalam Investment and Finance and Shriram Finance, with LIC Housing Finance

Kotak Mahindra: HSBC on Kotak Mahindra Bank Maintain Buy with Target Price Rs 420 (cut from Rs 490) amid Middle-East conflict weakening earnings outlook with cuts to AUM growth, margins and EPS, emerging liability pressures and potential asset-quality risks, while preferring private banks over PSU banks and favoring NBFCs like Cholamandalam Investment and Finance and Shriram Finance, with LIC Housing Finance seen as a defensive pick.

IndusInd: HSBC on IndusInd Bank Maintain Buy with Target Price Rs 880 (cut from Rs 1110) amid Middle-East conflict-led weaker earnings outlook with cuts to AUM growth, margins and EPS, emerging liability pressures and potential asset-quality risks, while HSBC prefers private banks over PSU banks and favors NBFCs like Cholamandalam Investment and Finance and Shriram Finance, with LIC Housing Finance seen as a defensive pick.

ICICI Bank: HSBC on ICICI Bank Maintain Buy with Target Price Rs 1470 (cut from Rs 1630) amid Middle-East conflict weakening earnings outlook with cuts to AUM growth, margins and EPS, emerging liability and potential asset-quality risks, while preferring private banks over PSU banks and favoring NBFCs like Cholamandalam Investment and Finance and Shriram Finance, with LIC Housing Finance seen as a defensive pick.

HDFC Bank: HSBC on HDFC Bank Buy maintained, Target Price Rs 840 (cut from Rs 990) amid Middle East conflict-led weaker earnings outlook with cuts to growth, margins and EPS, emerging liability pressures and potential asset risks, while HSBC prefers private banks over PSU banks and select NBFCs like Cholamandalam Investment and Finance and Shriram Finance, with LIC Housing Finance seen as defensive.

Axis Bank: HSBC on Axis Bank Buy maintained, Target Price Rs 1420 (cut from Rs 1580) amid Middle East conflict-led weaker demand outlook with cuts to growth, margins and EPS, liability pressures and potential asset risks, while HSBC prefers private banks over PSU banks and NBFCs, with select NBFC picks Cholamandalam Investment and Finance and Shriram Finance, and LIC Housing Finance seen as defensive.

Shriram Finance: HSBC on Shriram Finance Buy maintained, Target Price Rs 1050 (cut from Rs 1200) amid Middle East conflict-led weaker demand outlook with cuts to AUM growth, margins and EPS, emerging liability and potential asset quality risks, while remaining among preferred NBFCs alongside Cholamandalam Investment and Finance and LIC Housing Finance seen as defensive.

Cholamandalam Investment: HSBC on Cholamandalam Investment and Finance Buy maintained, Target Price Rs 1790 (cut from Rs 1970) despite Middle East conflict-led cuts to AUM growth, margins and EPS, with liability pressures and potential asset risks, while remaining preferred NBFC along with Shriram Finance and LIC Housing Finance seen as defensive.

Bajaj Finance: HSBC on Bajaj Finance Buy maintained, Target Price Rs 920 (cut from Rs 1110) amid Middle East conflict-led earnings risk with cuts to AUM growth, margins and EPS, liability pressures emerging first and potential asset quality risks, while preferring private banks and select NBFCs like Cholamandalam Investment and Finance and Shriram Finance, with LIC Housing Finance seen as defensive.

InterGlobe: Jefferies on InterGlobe Aviation Buy, Target Price Rs 6150 as appointment of Willie Walsh as CEO brings global experience for international expansion, operational stabilisation and cost management, with quick leadership transition reducing execution risk.

HCLTech: CLSA on HCLTech Upgrade to Outperform, Target Price Rs 1524 as early AI partnerships including OpenAI, strong cost-optimisation demand amid Middle East uncertainty and expected 4.8% FY27 organic CC growth position it as fastest-growing large-cap IT services firm.

Bharti Airtel: CLSA on Bharti Airtel Outperform, Target Price Rs 2310 as $1bn investment in Nxtra Data to scale capacity from 300MW to 1GW targeting 25% market share, while retaining control in a $3.1bn-valued fast-growing data centre business.

Persistent: Ranked Among India’s Most Valuable Brands In Kantar Brandz 2025 With ₹2.9B Valuation

Lupin: Co. Receives Tentative Approval from U.S. FDA for Sugammadex Injection

HAL: FY26 Revenue Set At Rs 32,250 Crore As Order Book Grows To Rs 2.54 Lakh Crore

BEL: Company Bags Rs 6,795 Crore Defence Orders, Driven By Radar, LCA Avionics And Exports

Adani Enterprises: Company Sells Half Of Its Stake In Vishakha Industries For ₹13.27 Crore

Adani Ports: Company Reaches 500 Million Tonnes Cargo Milestone, Stays On Track Toward 1 Billion Tonnes Goal By 2030

Interglobe Aviation: Board Names William Walsh As New CEO

BEL: co Signs ₹19.50 Billion Contract For Mountain Radar Systems For India’s Air Force

Lupin: co Gets Tentative U.S. FDA Approval For Sugammadex Injection

COFORGE: RECEIVES RBI APPROVAL FOR OVERSEAS DIRECT INVESTMENT SURPASSING $1 BLN UNDER FOREIGN EXCHANGE MANAGEMENT REGULATIONS

Bank Of Baroda: Clarifies Mp Government Fund Transfer Issue, Says Temporary Debarment Was Lifted Within 24 Hours With No Material Impact On Operations

Bank Of Baroda: Receives ₹806.18 Cr Income Tax Demand For AY21 From Faceless Assessment Unit Over Foreign Branch Income And Other Disallowances; Plans To Appeal With No Expected Financial Impact

Bharti Airtel: Company Announces $1 Billion Investment In Nxtara With Alpha Wave Global And Carlyle, Nxtara Valued At $3.1 Billion After Deal Closing

Bank Of Baroda: Received A Tax Demand Order Worth Rs 4.57 Billion

Adani Enterprises: Adani Airport Holdings Signs A Share Purchase Deal With Skyiwave On March 30, 2026

DLF: Completes ₹710.23 Cr Deal With Srijan Realty, Transfers DLF Techpark II SEZ Asset, And Sells 17.75-Acre Kolkata Land Parcel

Power Finance: Transfers South Kalamb Power Transmission Contract To Adani Energy For ₹125.3 Crore.

TVS Motor: Launches All-New 2026 TVS Apache RTR 160 4V With New Projector Headlamp And All-Led Lighting, Starting At Rs 125,440 Ex-Showroom Delhi.

Bharti Airtel Ltd.: Rs. 25.11 Crores NSE Block Trade; for ~ 140,869 Shares, at Rs. 1782.80

IndusInd Bank: Clarifies SFIO Summons Report, Says No Employee Summons Communication Received; SFIO Probe Still Ongoing Into Accounting Issues.

Bharat Electronics: Receives ₹1,660 Crore In Orders For Satellite Communication Networks, Electronic Warfare Systems, And Avionics.

Dixon Tech: Co Gets ₹1,100 Crore Project Approval Under Electronics Component Manufacturing Scheme - CNBC Tv18

Tube Investments Of India: Enters A Subscription Deal To Invest ₹250 Cr In Ti Clean Mobility Via Compulsorily Convertible Preference Shares To Expand Its Electric Mobility Operations

Vedanta Ltd: Company Says $5 Billion US Energy Investment Talks Are Exploratory, Not Final

Sun Pharma: HC Bars Intas From Selling Cancer Drug Similar To Sun Pharma’s “Bevetyx”

Vedanta: Seeks To Keep Adani Plan Implementation On Hold And Challenges NCLAT Order in Court - CNBCTV18

Apollo Hospitals Enterprise Ltd.: Rs. 23.91 Crores NSE Block Trade; for ~ 32,157 Shares, at Rs. 7435.00

Ambuja Cements: NCLT Ahmedabad Approves Penna Cement Industries Merger With Ambuja Cements.

AU Small Finance Bank: Heavy Police Have Been Deployed Outside Kotak Mahindra Bank And AU Small Finance Bank Branches In Haryana, But None Can Open Yet.

Kotak Mahindra Bank: Police Have Been Deployed Outside Kotak Mahindra Bank And AU Small Finance Bank Branches In Haryana, But None Can Open Yet

HCL TECHNOLOGIES LTD.: RS. 87.67 CRORES NSE BLOCK TRADE; FOR ~ 652,300 SHARES, AT RS. 1344.00

IndusInd Bank: Promoter IndusInd International Holdings Releases Pledge On 3.17 Crore Shares On March 27, 2026.

Lupin: Subsidiary Multicare Pharmaceuticals Philippines Buys Back 2,813,811 Shares, Boosting Nanomi’s Stake In MPPI From 51% To 56.28%.

TVS Motor Company: TVS Launches Apache RTR 310 In Morocco To Push Premium Motorcycles In Africa

Coal India: Secures 750 MWh BESS Project From Telangana Genco

NTPC: CO Adds 180 MW Solar, Bringing Total Group Installed Capacity To 87,809 MW

Vedanta: Co Will Split Into Five Companies Next Month Under A 1-Year Debt-Cutting Restructuring Plan - FT

JSW Steel: Receives First Rs 7,875 Cr Investment From Jfe Steel For Jsw Kalinga, Securing A 25% Stake And Joint Control In The 50:50 Bhushan Power & Steel JV

ICICI Bank: Citi on ICICI Bank Buy maintained, Target Price Rs 1720 (36.7% upside) with 90-day positive catalyst, expected ROA above 2.3%, ~5% QoQ loan growth and over 6% QoQ deposit growth driven by granular retail deposit mobilisation.

Axis Bank: Citi on Axis Bank Buy maintained, Target Price Rs 1463 (19.8% upside) with 30-day catalyst ahead of 4Q results, expected ROA above 1.6% driven by corporate/SME growth, declining slippages and stable credit cost around 0.6% improving asset quality.

HDFC Bank: Jefferies on HDFC Bank Buy maintained, Target Price Rs 1240 as recent correction makes valuations attractive, supported by strong asset quality, healthy growth outlook, improving ROE and continued top sector pick status.

Apollo Hospitals: Citi on Apollo Hospitals Buy maintained, Target Price Rs 9600 as minimal Middle East disruption, pass-through of consumable inflation, and Apollo 24/7 nearing breakeven by Q1FY27 support growth outlook.

HDFC Bank: Jefferies on HDFC Bank Buy, Target Price not specified as 24% YTD correction makes valuations attractive (1.6x FY27 P/B, 13x P/E) with strong asset quality, healthy growth and ROE, manageable credit-cost risks, and potential rerating from leadership clarity.

HDFC Bank: JPMorgan on HDFC Bank Upgrade to Overweight, Target Price Rs 1010 as 24% YTD correction drives 16-year low valuation (1.5x FY28 P/B), attractive discount vs ICICI Bank, with recovery in credit growth, RoA improvement from deposit mix shift and strong asset quality supporting risk-reward despite near-term deposit constraints.

Avenue Supermarts: CLSA on Avenue Supermarts High Conviction Outperform, Target Price Rs 6185 as strong store expansion with 66 additions (10% above expectations) and 39 stores opened this quarter (vs 28 YoY) boosts growth outlook.

Bharti Airtel: Co To Pay ₹10,000 Crore Dues After Moratorium Ends - MINT

ONGC: Starts Gas Monetisation From $1 Billion DUDP Offshore Project In The Western Offshore

TVS Motor: Ignites Africa’s Premium Bike Market With The Launch Of The TVS Apache RTR 310 In Morocco

NTPC: Board Approves ₹5,821.90 Cr Battery Storage Investment And ₹3,173.67 Cr Extra Equity In Meja Urja Nigam For 3×800 Mw Meja Stage-II, Taking Total Equity Commitment To ₹5,000 Cr

Tata Steel: Secures Interim Relief After Ministry Of Coal Admits Fresh Revisions On ₹385.19 Crore Jharkhand Coal Demand, Coercive Action Paused Until Hearing

Federal Bank: Receives ₹322.63 Cr Income Tax Refund With Interest For AY 2016-17 After Tribunal Order

Sun Pharma: Partner Philogen Reports Mixed Trial Results, Misses Some Phase II Targets While Advancing Glio Programs And Planning Phase III Fibrosarc-2, Plus US And EU Progress For NIDLEGY

Sun Pharma: Company Highlights Progress In Alopecia Areata, Psoriasis, And Acne Research At 2026 AAD Annual Meeting

Kotak Mahindra Bank: Says Alleged Fixed Deposit Fraud Linked To Panchkula Municipal Corporation Has No Material Impact, While Fully Cooperating With Authorities

IDFC First Bank: Bank Will Review And Announce Q4 Results On April 25

Coal India: Forms 50:50 Joint Venture With Damodar Valley Corporation For Power Projects, With ₹3,132.96 Crore Initial Equity Approved

JSW Steel: Completes Transfer Of Bpsl Steel Business To JSW Sambalpur And Moves Ahead With Its Joint Venture With Jfe Steel.

Eicher Motors: Royal Enfield Launches 2026 Guerrilla 450 Apex With Sportier Look, Better Performance; Bookings Open Now, Retail From March 31, 2026.

Colgate-Palmolive India: Company Teams Up With Mumbai Indians As Dental Performance Partner For The 2026 Season

Colgate Palmolive: Signs Deal With Mumbai Indians As Dental Performance Partner, Launches PLOT Initiative To Boost Peak Dental Health.

Adani Ports: Sets Up India’s First Port Of Refuge To Improve Maritime Safety.

Havells: Today At 3 Pm Nifty Indices Semi-annual Rejig Co Sees Outflows Of Usd 49m

HDFC Bank: Today At 3 Pm Nifty Indices Semi-annual Rejig Co Sees Outflows Of Usd 51m

Naukri: Today At 3 Pm Nifty Indices Semi-annual Rejig Co Sees Outflows Of Usd 61m

ICICI Lombard General: Today At 3 Pm Nifty Indices Semi-annual Rejig Co Sees Outflows Of Usd 66m

ICICI Bank: Today At 3 Pm Nifty Indices Semi-annual Rejig Co Sees Outflows Of Usd 133m

HDFC AMC: Today At 3 Pm Nifty Indices Semi-annual Rejig Co Sees Inflows Of Usd 69m

Cummins India: Today At 3 Pm Nifty Indices Semi-annual Rejig Co Sees Inflows Of Usd 90m

Bharti Airtel: Today At 3 Pm Nifty Indices Semi-annual Rejig Co Sees Inflows Of Usd 249m

Cholamandalam Investment and Finance Company Ltd.: Rs. 15.53 Crores NSE Block Trade; for ~ 109,009 Shares, at Rs. 1425.00

Info Edge (India): Approves Up To ₹250 Crore With A88 Fund I, Plans Stake Transfer Of 26.14% In ShopKirana For $32.97 Million, And SIHL To Invest $1.72 Million In TIPL.

IDFC FIRST: CEO Says Bank Will Report Profit In Q4 Even After Entire Haryana Fraud Hit; Credit Costs To Drop Below 2% Next Year As MFI Impact Eases - CNBCTV18

Bharti Airtel: DOT Clarifies Bharti Airtel Filed Its Representation On AGR Relief Dues

Sun Pharmaceutical Industries Ltd.: Rs. 25.04 Crores NSE Block Trade; for ~ 139,124 Shares, at Rs. 1800.00

The Federal Bank: Receives ₹489.60 Crore Income Tax Refund Order From Tax Department For FY 2015-16 And 2017-18 Under Section 254.

Coal India: Company Plans Eight New Washeries To Start Operations By FY 2030 With 21.5 MT Per Year Capacity ⏳

Coal India: To Build Eight New Coking Coal Washers With ₹33 Billion, Plus ₹3 Billion For Upgrades

JSW Steel: Company Will Review Q4 Results On 14 May

IndusInd Bank Ltd.: Rs. 44.35 Crores NSE Block Trade; for ~ 559,654 Shares, at Rs. 792.50

TVS Motor: Backs Ultraviolet Automotive To Expand Output, Invest ₹2 Billion, And Build New Karnataka Plant

Reliance Industries: Bombay High Court Rejects Plea For CBI Probe Into Alleged Gas Theft From ONGC Fields by Mukesh Ambani

Oil & Natural Gas Corporation Ltd.: Rs. 28.57 Crores NSE Block Trade; for ~ 1,032,189 Shares, at Rs. 276.80

Ambuja Cements Ltd.: Rs. 43.45 Crores NSE Block Trade; for ~ 1,057,675 Shares, at Rs. 410.85

Ambuja Cements Ltd.: Rs. 43.27 Crores NSE Block Trade; for ~ 1,053,587 Shares, at Rs. 410.70

Axis Bank Ltd.: Rs. 36.52 Crores NSE Block Trade; for ~ 302,538 Shares, at Rs. 1207.00

L&T: Co Wins Significant Contract -- Significant Contract Values Between 10B To 25B Rupees

HDFC Bank Ltd.: Rs. 45.92 Crores NSE Block Trade; for ~ 600,382 Shares, at Rs. 764.80

PB Fintech: Subsidiary Paisabazaar Gets Benami Property Order, Will Appeal.

Infosys: Nomura on Infosys Buy maintained, Target Price Rs 1810 as $560mn acquisitions expected to add ~225bps FY27 growth, expand healthcare & life sciences capabilities, bring new clients and reinforce Infosys as top large-cap IT pick.

Infosys: Morgan Stanley on Infosys Equal Weight, Target Price Rs 1760 as acquisitions of Optimum Healthcare IT ($465mn) and Stratus (up to $95mn) add ~1.2% FY27 revenue but are expected to be neutral to slightly dilutive to earnings.

United Spirits: Nuvama on United Spirits Buy maintained, Target Price Rs 1660 as Royal Challengers Bengaluru stake sale removes overhang, unlocks capital from low-contribution asset, enables potential one-time dividend and improves capital allocation, return ratios and strategic clarity.

Ambuja Cements: HSBC on Ambuja Cements Buy maintained, Target Price Rs 590 as FY27 capacity additions peak, supply-demand improves from FY28 and expected Apr–May price hikes help pass through higher energy costs.

UltraTech Cement: HSBC on UltraTech Cement Buy maintained, Target Price Rs 13,750 as FY27 capacity additions peak, supply-demand improves from FY28 and expected Apr–May price hikes help fully pass through higher energy costs.

Cholamandalam Investment and Finance: CLSA on Cholamandalam Investment and Finance Upgrade to Outperform, Target Price Rs 1725 after ~15% correction as CV cycle upturn, improving unsecured asset quality and 18–20% AUM CAGR outlook (≥15% even in bear case) drive favorable risk-reward despite higher incremental funding costs.

Ultratech Cement: Co Settles ₹1,000 Crore Dispute With Jaiprakash Associates, Gains Full Control Of Dalla Unit.

Reliance Industries: Company Strongly Denies Media Claims It Bought Iranian-Origin Crude, Says Allegations Are Baseless And Incorrect

INFOSYS: TO ACQUIRE INSURANCE CONSULTING TECHNOLOGY COMPANY STRATUS -- ACQUISITION COST UP TO $95 MILLION

INFOSYS: TO BUY HEALTHCARE DIGITAL TRANSFORMATION FIRM OPTIMUM HEALTHCARE IT -- ACQUISITION PRICE IS UP TO $465 MILLION

Jio Financial: Jio Leasing Puts ₹63.94 Cr Into Reliance International Leasing JV Through Rights Issue, Total Funding Hits ₹82.8 Cr For Operations

GAIL: Company Announces Up To $64M Equity Investment In GAIL Global (USA) Inc.

GAIL: Board Approves Longer Deadline For Mumbai–Nagpur–Jharsuguda Pipeline, With Maharashtra Section Still Being Commissioned And PNGRB Approval In Progress

JSW Steel: Buys A 92.19% Stake In Minas De Revuboe Limitada

Tata Steel: High Court Grants Stay On Tata Steel Tax Proceedings Until March 25, 2026

Lupin: Gets Tentative U.S. FDA Approval For Pitolisant Tablets 4.45mg And 17.8mg

Coal India: Subsidiary CMPDIL Files IPO Prospectus With ROC For ₹ IPO Of 107.1 Million Shares After RHP

Dr Reddy’s Lab: Delhi High Court Orders Co To Stop Selling Olympiq, NDTV Profit Reports - ndtv profit

KOTAK MAHINDRA BANK LTD.: RS. 74.41 CRORES NSE BLOCK TRADE; FOR ~ 2,008,625 SHARES, AT RS. 370.45

Samvardhana Motherson: Signs JV With Hellmann Worldwide For Automotive Logistics.

HCL Technologies: Plans 3x Growth In IBM Software Portfolio, Targets 2 - 4% Revenue Increase In FY26 While Restructuring Operations. - Mint

BHARTI AIRTEL LTD.: RS. 57.25 CRORES NSE BLOCK TRADE; FOR ~ 311,489 SHARES, AT RS. 1837.80

ONGC: Plans Up To $20 Billion Deepwater Spend To Strengthen Energy Security

Kotak Mahindra Bank: Bank Confirms Fraud Case In Haryana Branch, Files Police Complaint With Panchkula Authorities

BHARTI AIRTEL LTD.: RS. 83.00 CRORES NSE BLOCK TRADE; FOR ~ 454,439 SHARES, AT RS. 1826.50

Reliance Industries: Reliance Jio Platforms Holds Talks With 13 Foreign Investors To Sell 8% Of Individual Stakes In An IPO - RTRS

BPCL: Company Says Rumors Of Petrol And Diesel Shortages Are False, Fuel Supply Is Normal

Infosys: Partnerships With Producers Savings Bank In The Philippines To Upgrade Digital Lending Using Finacle Core Banking And Origination

Rec Limited: Board Approves ₹1,60,000 Crore Market Borrowing Plan For FY 2026-27 Including Bonds, External Commercial Borrowings, And Short-Term Loans.

Tata Power: Completes All Extra High Voltage Transmission Lines Under SEUPPTCL Project, Starts Commissioning 400 KV Tanda - Gonda And Gonda - Basti Double - Circuit, Expands Total Operational Transmission Network To 5,466 CKM.

L&T: Wins A Significant Contract Worth ₹10 Billion To ₹25 Billion

PB Fintech Ltd.: Rs. 24.01 Crores NSE Block Trade; for ~ 159,693 Shares, at Rs. 1503.70

SRF LTD.: RS. 64.34 CRORES NSE BLOCK TRADE; FOR ~ 256,006 SHARES, AT RS. 2513.40

Lupin: U.S. FDA Gives Tentative Approval To Pitolisant Tablets

ICICI Bank Ltd.: Rs. 20.42 Crores NSE Block Trade; for ~ 161,498 Shares, at Rs. 1264.50

Sun Pharmaceutical Industries: UBS on Sun Pharmaceutical Industries Buy, Target Price Rs 2200 (cut from 2450) as rising specialty mix led by Illumya, Leqselvi and Unloxcyt supports growth and margins, with additional upside from potential Semaglutide launch in India.

Cipla: UBS on Cipla Neutral, Target Price Rs 1400 (cut from 1750) as strong pipeline supports medium-term growth, but near-term supply headwinds including Lanreotide issues limit catalysts and weigh on outlook.

Bajaj Finserv: MOSL on Bajaj Finserv Neutral (Initiated), Target Price Rs 1900 as strong lending scale (110m customers) and steady growth across Bajaj Finance, Bajaj Allianz General Insurance, and Bajaj Allianz Life Insurance drive 15% revenue and 17% PAT CAGR with 13–14% ROE, though upside remains balanced.

United Spirits Limited: CLSA on United Spirits Limited Hold, Target Price Rs 1300 as ₹166.6bn sale of Royal Challengers Sports Private Limited (owner of Royal Challengers Bengaluru) values RCB at ~$1.2bn (~₹213/share), limiting upside post monetization.

United Spirits Limited: JPMorgan on United Spirits Limited Overweight, Target Price Rs 1565 as ₹166.6bn divestment of Royal Challengers Sports sharpens focus on core liquor business, unlocking ~₹195–200/share value with deal completion expected within 6 months.

Coforge: CLSA on Coforge High Conviction Outperform, Target Price Rs 2278 as AI-led managed services opportunity, strong executable orderbook growth, improving revenue/employee and margins support mid-teens USD growth, with attractive valuation (~20x PE, ~1x PEG vs 1.8x historical).

Tata Power: Bernstein on Tata Power Outperform (Initiated), Target Price Rs 443 as India’s energy security concerns post Russia/Iran disruptions accelerate electrification with focus on thermal, nuclear, storage and grid expansion, benefiting diversified players like Tata Power.

Adani Power: Bernstein on Adani Power Outperform (Initiated), Target Price Rs 177 as India’s energy security push post Russia/Iran disruptions drives electrification with focus on thermal, nuclear, storage and grid expansion, positioning Adani Power as a key beneficiary.

GAIL: Nomura on GAIL Buy, Target Price Rs 185 as near-term gas transmission and marketing volumes are impacted by Qatar LNG force majeure and petchem turnaround, with margins partly offset by lower HH prices; stock trades at 9.9x FY27F P/E and 1.0x FY27F P/B.

United Spirits: Company Announces Complete Sale Of Its Stake In Royal Challengers Sports Pvt Ltd To A Consortium For INR 166.6B

Asian Paints: Subsidiary Harind Chemicals Approves Amalgamation With Nova Surface-Care Centre For Smoother Operations, No Material Financial Effect

Kotak Mahindra Bank: KMIL Will Pause New Loan Approvals From April 1, 2026, but Continue Servicing Existing Credit Facilities

Bharat Electronics and RRP Group Sign Strategic MoU to Expand Semiconductor, UAV, and Electro-Optics Capabilities - Fortune India

HCL Tech: Company To Review Q4 Results On April 21

Shree Cement: To Review Q4 Results On May 6

HDFC AMC: Will Review Q4 Results On April 16

Nestle India: Will Review Fourth Quarter Results On April 21

Larsen & Toubro: Merges Co Siliconch Systems Into L&T Semiconductor Technologies

BPCL: Opens Bargarh 2G Refinery; Starts Producing 100 KL/Day of Bioethanol for E20 Blending Goals

HDFC Life Insurance: Faces Tax Demand Of ₹126.46 Crore Plus ₹45.55 Crore In Interest; The Company Plans To Challenge The Order Since It Wont Affect Its Financial Operations.

M&M: Co To Consider Q4 Results On May 5.

Adani Enterprises: Acquires 24% Stake In IANS India Private Limited For ₹4.70 Crore; IANS Now A Wholly Owned Subsidiary Of Adani.

Adani Enterprises; Acquires 24% Stake In IANS India Private Limited For ₹4.70 Crore; IANS Now A Wholly Owned Subsidiary Of Adani.

TVS Motor: Co Announces ₹12 Interim Dividend Per Share, Record Date Is March 31, 2026.

Reliance Industries: Purchases 5 Million Barrels of Iranian Oil After Receiving U.S. Sanctions Waiver. - RTRS

Infosys: Extends Partnership With University Of Nottingham To Improve Digital Systems For Student Management Using Infosys Cobalt And Topaz Fabric.

TATA Steel: Partners With Hindustan Zinc To Use Low-Carbon Zinc In Steel Production, Supporting Sustainability Goals; No Disclosure Required Under SEBI Rules.

TATA Consumer Products: Income Tax Department Cancels Tax Demand Of ₹269 Cr; Claims In Revised Return Restored.

STATE BANK OF INDIA: RS. 66.16 CRORES NSE BLOCK TRADE; FOR ~ 642,377 SHARES, AT RS. 1029.90

Maruti Suzuki India: Gets Board Approval For Khoraj Capacity Expansion; 250,000 Vehicles Annually; Rs10,189 Cr Investment.

STATE BANK OF INDIA: RS. 56.21 CRORES NSE BLOCK TRADE; FOR ~ 540,577 SHARES, AT RS. 1039.80

Reliance Industries Ltd.: Rs. 33.85 Crores NSE Block Trade; for ~ 238,721 Shares, at Rs. 1418.00

ITCONS E-Solutions Ltd: Signs Deal With Pay10 Services To Supply Skilled Workers And Help With Recruitment; This Is Anticipated To Boost Future Growth And Profitability.

RELIANCE INDUSTRIES LTD.: RS. 67.58 CRORES NSE BLOCK TRADE; FOR ~ 477,422 SHARES, AT RS. 1415.60

Vedanta: NCLAT Will Review Vedantas Appeal Against Adanis Proposal For JP Associates On April 9.

STATE BANK OF INDIA: RS. 173.11 CRORES NSE BLOCK TRADE; FOR ~ 1,681,369 SHARES, AT RS. 1029.60

TVS Motor Company Ltd.: Rs. 26.08 Crores NSE Block Trade; for ~ 75,804 Shares, at Rs. 3440.80

SRF Ltd.: Rs. 21.91 Crores NSE Block Trade; for ~ 91,217 Shares, at Rs. 2402.00

STATE BANK OF INDIA: RS. 85.53 CRORES NSE BLOCK TRADE; FOR ~ 830,421 SHARES, AT RS. 1030.00

Bajaj Finance Ltd.: Rs. 24.80 Crores NSE Block Trade; for ~ 301,540 Shares, at Rs. 822.50

Dr. Reddys Lab: Co to Consider Q4 Results on May 12

Coforge Limited: Upgrades Employee Experience With ServiceNows AI HR Platform, Boosting HR Processes And Employee Satisfaction For Better Growth.

Bharat Electronics Ltd.: Rs. 21.77 Crores NSE Block Trade; for ~ 525,253 Shares, at Rs. 414.45

State Bank of India: Rs. 39.95 Crores NSE Block Trade; for ~ 384,256 Shares, at Rs. 1039.80

Suzlon Energy Limited: Secures Sixth Consecutive Order Of ~100 MW From Gail; Project To Be Carried Out In Nandurbar, Maharashtra; Will Provide 47 S120 WTGs With 2.1 MW Capacity Each; Fourth Order From PSU In FY26.

BPCL: Co Forms Joint Venture With Sembcorp To Supply Green Hydrogen To Numaligarh Refinery, Securing A Deal For 10,000 Tonnes Per Year.

Power Grid Corp: JPMorgan on Power Grid Corporation of India Overweight, Target Price Rs 319 as improved execution (ROW issues resolved, new compensation norms) and strong RoE/defensive model support outlook, though FY26 guidance upgrade is modest with no major estimate changes for FY27–28.

Asian Paints: Morgan Stanley on Asian Paints Underweight, Target Price Rs 2126 as 6–8% two-phase price hikes (Apr 10 & Apr 21 across paints, with higher hikes in thinners) reflect pricing actions but do not alter cautious stance.

Power Grid Corp: Elara Capital on Power Grid Corporation of India Buy, Target Price Rs 360 as higher capex/capitalisation (FY26 ₹350bn/₹250bn), strong pipeline (₹15tn opportunity), robust order book (~₹1.5tn) and CWIP (~₹490bn) provide strong long-term growth visibility.

Tata Power: MOSL on Tata Power Buy, Target Price Rs 455 as SPPA for Mundra (loss reduction ~75%) drives ~5% earnings upgrade, supported by strong discom performance (Odisha/Delhi), rooftop solar growth, 10GW backward integration, and new distribution/renewable opportunities.

Coal India: Nuvama on Coal India Reduce, Target Price Rs 384 as excess domestic supply, weak demand and captive miner competition cap price/volume growth, with flat e-auction premiums, wage hike risks and muted earnings outlook (~4% EBITDA CAGR FY26–28).

Power Grid Corp: MOSL on Power Grid Corporation of India Neutral, Target Price Rs 302 as higher FY26 capex/capitalisation guidance (₹350bn/₹250bn vs earlier ₹320bn/₹220bn) and strong multi-trillion opportunity support growth, though FY27/28 guidance unchanged with upside contingent on new project wins.

Power Grid Corp: HSBC on Power Grid Corporation of India Hold, Target Price Rs 290 as higher capex/capitalisation guidance and ₹15tn long-term TAM (though back-ended) support growth, with additional upside from intra-state transmission and BESS opportunities.

Power Grid Corp: Kotak Institutional Equities on Power Grid Corporation of India Reduce, Target Price Rs 300 as higher capex/capitalization guidance (FY26E ₹350bn/₹250bn) and strong long-term opportunities (₹7.9tn domestic + global/undersea/Brahmaputra projects) support growth, but rich valuations (~16x P/E) limit upside.

ITC: Goldman Sachs on ITC Limited Neutral, Target Price Rs 330 (cut) as 20–40% cigarette price hikes post tax increase are insufficient to fully offset higher duties, leading to EBIT/stick pressure and lower earnings amid margin impact in cigarettes and FMCG.

ITC: UBS on ITC Limited Buy, Target Price Rs 395 as post-tax price hikes are managed via a three-pronged strategy (same-price smaller packs, full/partial pass-through) to protect volumes, limiting impact despite mid-single digit NRV decline and enabling better-than-expected FY27 EBIT performance.

Bajaj Finance: MOSL on Bajaj Finance Buy, Target Price Rs 900 as near-term growth reset but medium-term acceleration intact, with AI-led productivity gains, proactive risk management improving asset quality, and fair valuations (~3.7x FY27E P/BV, ~20x P/E) amid near-term uncertainties.

InterGlobe: Jefferies on InterGlobe Aviation Buy, Target Price Rs 6140 as summer schedule signals ~6–7% YoY departure growth supporting FY27 ASK growth (10–11%), though below historical trend (13–15%) implying CASK pressure, with earnings visibility dependent on duration of West Asia crisis and fuel inflation.

Kotak Mahindra Bank: Nomura on Banks / Kotak Mahindra Bank Buy (upgraded), Target Price Rs 445 as credit growth rebound (to ~14.9%) is liquidity-led and unsustainable amid weak deposits, rising CD ratio (82%), falling LCRs and higher funding costs (pressuring NIMs), with Kotak among top picks alongside Axis Bank and ICICI Bank.

Apollo Hospitals: CITI on Apollo Hospitals Buy, Target Price Rs 9600 as it’s added to Pan-Asia Focus List driven by resilient hospital business, fast-growing pharmacy with digital profitability in sight, and attractive valuations below long-term averages.

Titan: CLSA on Titan Company Outperform, Target Price Rs 4996 (raised from 4674) as strong 4QFY26 sales growth (+43% YoY, led by jewellery +57.6%) drives EPS upgrades (5–6%), despite slight margin compression (to 10.4%) due to discounting.

ONGC: Goldman Sachs on OMCs / ONGC Sell, Target Price Rs 245 as risk-reward weakens amid rising crude (hurting OMC margins due to limited pass-through) and broader sector pressures weighing on earnings outlook.

Reliance Industries: Goldman Sachs on OMCs / Reliance Industries Buy, Target Price Rs 1910 (raised) as rising crude hurts OMC margins (limited pass-through) but benefits refining/petrochem players like RIL, improving earnings outlook.

Indian Oil Corporation: Goldman Sachs on OMCs / Indian Oil Corporation Sell (downgraded), Target Price Rs 110 as risk-reward weakens with rising crude hurting marketing margins due to limited fuel price pass-through, pressuring earnings outlook.

BPCL: Goldman Sachs on OMCs / BPCL Neutral (from Buy), Target Price Rs 340 as risk-reward weakens due to rising crude hurting marketing margins (limited pass-through of fuel price hikes), pressuring profitability.

ONGC: CLSA on ONGC High Conviction Outperform, Target Price Rs 415 as unwarranted windfall tax fears (limited by new law) and low implied oil price (~$63/bbl) create ~65% upside, with catalysts from ~15% gas production rise, >50% gas price jump, and EPS upgrades (FY27/28 +34%/+14%) on higher Brent assumptions.

Asian Paints: Macquarie on Asian Paints Outperform, Target Price Rs 3100 as company implements two-phase price hikes (6–8% from Apr 10 across core paints and higher for thinners, plus another 6–8% from Apr 21 across waterproofing, adhesives, wood finishes) to support margins.

Tata Power: Signs Extra Agreement For Mundra Plant Operations And Plans Similar Deals With Maharashtra, Rajasthan, Punjab, And Haryana To Broaden Framework For Mundra Ultra Mega Power Project.

HDFC Bank: Explained That The Dismissal Of Three Employees Came After An Internal Investigation Triggered By A 2025 Notice From The Dubai Financial Services Authority About Its DIFC Branch.

HDFC Bank: Hires Outside Law Firms To Examine Chairman Chakrabortys Resignation Letter.

HDFC BANK: REMOVED EMPLOYEES NOT PART OF SENIOR MANAGEMENT AS DEFINED BY SEBI REGULATIONS

HDFC BANK: NO REGULATORY OR LEGAL ACTION FILED AGAINST THE THREE REMOVED EMPLOYEES

HDFC BANK: GNRC APPROVES REMOVAL OF THREE EMPLOYEES EFFECTIVE MARCH 9, 2026

Persistent System: Company Names Ruchi Kulhari As New Executive Vice President For Enterprise Strategy And Execution

Coal India: Forms New Holding Company In Singapore

HDFC Bank: SEBI Chairperson States RBI Is Aware Of Recent Events At The Bank

Wipro: Company Expands Its Strategy In South Korea By Opening An Innovation Lab In Seoul.

Vedanta: Company Announces Dividend of ₹11 Per Share, Lower Than Expected ₹40 Per Share According to Citi Research, Full Year Dividend for FY26 Now Totals ₹34 Per Share.

Trent Ltd: Board To Meet To Discuss Issuing Unsecured Redeemable Non-Convertible Debentures Up To ₹500 Crore; Redemption Set For May 29, 2026.

Vedanta: Company Approves Dividend Of 11 Rupees Per Share

LTM Limited: Introduces Appiq, Agentiq, And Fusioniq To Enhance BlueVerse™ Technology; New Platforms Will Modernize Applications, Streamline AI Delivery, And Maintain Quality On A Large Scale.

Larsen & Toubro: Plans Possible Collaboration With Chinese Companies Under New FDI Rules, Focused On Competitive Pricing And Cost Savings For Future Partnerships, Press Note 3 Aims At Solar, Capital Goods, And Electronics Sectors. - MC

Vedanta: NCLAT To Hear Vedantas Request Regarding Jaiprakash Case On March 24, Vedanta Challenges Adanis Jaiprakash Resolution Offer.

Bharti Airtel: Company Expands 5G Coverage With Over 2,750 New Sites In Gujarat, Improving Service For More Than 41 Million Customers; Launches ₹399 Recharge For Unlimited Data.

Vedanta Ltd.: Rs. 32.30 Crores NSE Block Trade; for ~ 502,534 Shares, at Rs. 642.80

Persistent Systems Ltd.: Rs. 48.85 Crores NSE Block Trade; for ~ 103,747 Shares, at Rs. 4708.90

Power Grid Corp: Changes FY26 CAPEX Guidance To 350 Billion Rupees From 320 Billion Rupees, Adjusts FY26 Capitalization Guidance To 250 Billion Rupees From 220 Billion Rupees.

ICICI BANK LTD.: RS. 65.13 CRORES NSE BLOCK TRADE; FOR ~ 532,648 SHARES, AT RS. 1222.70

GAIL: Antique Reports Monthly EBITDA Loss Between Rs 250-300 Crores In Transmission And Trading, Which Accounts For 26%-31% Of Q3FY26 EBITDA. Annualized, This Loss Reaches Rs 3000-3600 Crores, Representing 22%-26% Of Last Year’s EBITDA.

GAIL: Antique Reports Over 25% EBITDA Effect Noticed So Far, Management Indicates Significant Supply Impact of 34-36 MMSCMD

Max Healthcare Institute Ltd.: Rs. 20.43 Crores NSE Block Trade; for ~ 212,594 Shares, at Rs. 961.10

Kotak Mahindra Bank: Co To Buy Deutsche Banks Retail Unit For ₹4,500 Crore As The Top Bidder In Deutsche’s Exit Plan.

ITC: Morgan Stanley on ITC Limited no TP as ~40% cigarette tax hike (from Feb) led to 20–40% price increases (higher in premium), raising FY27 volume decline risks with EBIT growth hinging on pricing strategy; impact visible from Q1FY27.

IndiGo: Goldman Sachs on IndiGo Buy, TP Rs 5200 (cut from 6000) as near-term pressures from higher fuel costs, supply constraints and weak Middle East traffic lead to estimate cuts, but strong cost control, balance sheet and consolidation theme support long-term outlook.

Adani Ports and Special Economic Zone: Investec on Adani Ports and Special Economic Zone Buy, TP Rs 1850 as aggressive capacity expansion (Vizhinjam >3x to 5.7m TEUs with ₹10,000cr capex), LNG bunkering tie-up with BPCL, and multi-port expansion (Mundra, Dhamra, Katupalli, Kandla, Colombo) strengthen transshipment positioning and growth outlook.

GAIL: Morgan Stanley on Energy & Chemicals / GAIL Equal-weight (downgraded), TP Rs 150 (cut from 236) as Qatar LNG disruption tightens markets and raises gas prices, shifting demand to oil/coal, leading to weaker gas consumption outlook while upstream/integrated players benefit.

ONGC: Morgan Stanley on Energy & Chemicals / ONGC Overweight, TP Rs 363 (raised from 299) as Qatar LNG disruptions tighten markets (shifting from glut to balanced), boosting oil/coal demand and benefiting upstream/integrated players, while gas demand slows (downgrades on GAIL and Petronet LNG), supporting higher oil prices and FCF yields.

Larsen & Toubro: Macquarie on Larsen & Toubro Outperform, TP Rs 4910 as ~95% project sites operational (5% stalled with minimal revenue impact), though logistics/supply risks persist if conflict prolongs beyond 3 months, with recent ~22% stock correction offering attractive value.

Max Healthcare Institute: HSBC on Max Healthcare Institute Buy (upgraded), TP Rs 1125 (from 1060) as strong growth visibility (28.5% EPS CAGR FY26–28) driven by 43% capacity addition (2,240 beds, largely brownfield), scale benefits, ramp-up of Noida/Dwarka hospitals, and CGHS-driven occupancy offsets near-term issues.

Grasim Industries: Morgan Stanley on Grasim Industries Overweight, TP Rs 3865 as strong growth visibility from paints (₹100bn revenue target by 2028), asset-light B2B e-commerce platform, value-added cellulose (Lyocell capacity expansion), and shift toward specialty chemicals supports long-term value creation.

ITC Limited: Morgan Stanley on ITC Limited Equal-weight, TP Rs 346 as sharp tax hikes create uncertainty (stock down 25% YTD vs Sensex -10%), with near-term triggers hinging on pricing actions and impact on volumes and EBIT growth in 1QFY27.

HDFC Bank: HSBC on HDFC Bank Buy, TP Rs 990 (cut from 1070) as chairman exit seen as difference of opinion (not governance), but likely multiple compression (valued at 2.2x FY27 BVPS vs 2.4x earlier) with recovery hinging on improvement in core performance metrics.

Delhis Electricity Prices Could Increase in April as Government Plans to Settle DISCOM Debts - NDTV Profit

Kotak Bank Moves Closer To Acquiring Deutsches Retail Unit In India - ET

Government Orders Tata Powers Imported Coal Plant in Gujarat to Operate at Full Capacity from April to June. - Govt Order

Kotak Mahindra Bank: Unit KMCC Plans To Sell Around 30.99% Stake In InfinA Finance For ₹1,293.91 Crore Through Multiple Transactions; InfinA Will No Longer Be An Associate After The Sale.

Divis Lab: Receives Draft Tax Assessment Order Suggesting ₹570.51 Crore Additions For FY23; Plans To Challenge Transfer Pricing And Corporate Tax Adjustments

Indigo: Co, Spicejet, Air India Oppose Govts 60% Free Seat Selection Diktat, Say will Force Airfare Hike - MC

DR. REDDY’S LABORATORIES: CO ANNOUNCES LAUNCH OF INDIA’S FIRST DCGI-APPROVED SEMAGLUTIDE INJECTION ‘OBEDA®’ FOR TYPE 2 DIABETES.

SUN PHARMA: CO LAUNCHES ITS SEMAGLUTIDE INJECTION UNDER THE BRAND NAMES, NOVELTREAT AND SEMATRINITY IN INDIA.

Tata Motors: Company To Raise Passenger Vehicle Prices By 0.5% Starting April 1

TATA POWER: Gujarat Cabinet Approves Additional Power Purchase Agreement For Mundra Power Plant

State Bank Of India: Faces ₹6,337 Crore Tax Demand, Disputes Assessment Due To Ongoing Litigation(CORRECTION)

State Bank Of India: Faces ₹63,375 Crore Tax Demand; Disputes The Assessment And References Ongoing Legal Cases.

Wipro: Company Introduces Secure AI-DC Platform To Enhance Business Transformation.

Infosys: Co Unveils AI-Driven Race Centre With Formula E To Improve Fan Interaction; Includes Live Commentary, Interactive Games, And Data Integration.

HDFC Bank: Atanu Chakraborty Revises His Previous Statements About HDFC Bank, - Zee Business.

Eternal: Co Raises Food Delivery Fee To ₹14.90 From ₹12.50 Per Order - CNBC TV18

Tata Steel: Opens Indias First Scrap-Based Electric Arc Furnace With ₹3,200 Crore Investment; Capacity Set At 0.75 Million Tonnes Per Year; Aims For CO₂ Emissions Below 0.3 Tonne Per Tonne Of Steel; Facility Will Operate Using 100% Steel Scrap As Raw Material.

Hindustan Unilever: Company Confirms No Talks About Selling Food Segment.

Tata Consultancy Services: Extends Five-Year Partnership With Swissport To Boost AI-Driven Changes, Aiming For Digital Innovation And Operational Success.

HDFC Bank: Bernstein (Outperform, TP ₹1150), Citi (Buy, TP ₹1200), Emkay (Buy, TP ₹1225), Nirmal Bang (Buy, TP ₹1210) remain bullish despite chairman exit (ethics concerns) and interim appointment of Keki Mistry causing near-term overhang, citing strong fundamentals and upside potential.

HDFC Bank: Jefferies on HDFC Bank: Buy, TP Rs 1240 as chairman exit concerns seen limited (no wrongdoing, RBI comfort), interim leadership ensures continuity, and attractive valuation at ~1.7x FY27 adj P/B supports upside.

TVS Motor: CLSA on TVS Motor Company: Outperform, TP Rs 3846 (cut from 4116) as FY27/28 EPS cut 6–9% (within broader OEM cuts of 3–13%) reflects near-term earnings moderation, though positive stance maintained.

Tata Motors Passenger: CLSA on Tata Motors (PV business): Outperform, TP Rs 440 (cut from 450) as FY27/28 EPS cut 11–12% (within broader OEM cuts of 3–13%) reflects near-term earnings pressure, though positive stance maintained.

Maruti Suzuki: CLSA on Maruti Suzuki: Outperform, TP Rs 15,961 (cut from 17,743) as FY27/28 EPS cut 5–7% (within broader OEM cuts of 3–13%) reflects near-term earnings moderation, though positive stance maintained.

HDFC BANK LTD.: RS. 85.61 CRORES NSE BLOCK TRADE; FOR ~ 1,092,722 SHARES, AT RS. 783.50

Mahindra & Mahindra: CLSA on Mahindra & Mahindra: Outperform, TP Rs 4448 (cut from 4702) as FY27/28 EPS cut 5–6% (within broader OEM cuts of 3–13%) reflects near-term earnings moderation, though positive stance maintained.

Hero MotoCorp: CLSA on Hero MotoCorp: Hold, TP Rs 5437 (cut from 5913) as FY27/28 EPS cut 5–11% (within broader OEM cuts of 3–13%) reflects near-term earnings pressure, leading to a more cautious stance.

Eicher Motors: CLSA on Eicher Motors: Outperform, TP Rs 7454 (cut from 8066) as FY27/28 EPS cut 6–8% (within broader OEM cuts of 3–13%) reflects near-term earnings pressure, though positive stance maintained.

Bajaj Auto: CLSA on Bajaj Auto Outperform, TP Rs 10,707 (cut from 11,410) as FY27/28 EPS cut 4–5% (within broader OEM cuts of 3–13%) reflects near-term earnings moderation, though positive stance maintained.

Tata Steel: HSBC on Tata Steel Buy, TP Rs 250 (raised from 235) as UK import protection, EU CBAM, and India safeguard duties provide multi-year regional protection, lifting FY27–28e earnings 5–14%, with India margins/prices supportive and China export/production cuts as the next catalyst.

Adani Ports: HSBC on Adani Ports and Special Economic Zone: Buy, TP Rs 1800 (cut from 1850) as ME exposure poses risks, partially offset by higher thermal coal, rerouted containers, capacity expansion, and take-or-pay contracts; FY26–28e EBITDA trimmed 3–6% but improving ROCE supports rerating.

DLF: JPMorgan on DLF Overweight, TP Rs 800 as stock down 38% but parent trades at 3.3x forward P/S vs 5Y avg 6.4x (potential ~50% upside), with Rs 600bn launch pipeline, 12-month inventory, 137msf land bank, zero gross debt, and Dahlias sales resuming driving positive outlook.

Infosys: Establishes Sub-Company In Australia To Boost Global Reach

Powergrid: Company Gets Approval for Merging 28 Subsidiaries to Enhance Structure and Boost Efficiency.

HCL Tech: HCL America Inc. Pays Off USD 500 Million in Senior Notes; Remaining USD 252.21 Million Due on March 10, 2026, Parent Company Guarantee Released

HCLTECH: HCL America Pays Off $252.21 Million In Senior Unsecured Notes, Parent Guarantee Will Be Released.

Wipro: Collaborates to Launch GIFT City Hub Aimed at Fast-Tracking AI-Driven Changes in BFSI Sector.

Samvardhana Motherson International: Forms Partnership With Hellmann Worldwide Logistics To Enhance Global Automotive Supply Chain Solutions.

Samvardhana Motherson International: Approves ₹0.35 Per Share Interim Dividend For FY 2025-26.

NTPC: Signs Agreement With Octopus Energy Group For Joint Efforts In Power And Energy Field

Cipla: Approves Investment Up To $100 Million In Equity Shares Of Cipla (EU) Limited And Agrees To Merge Inzpera Health Sciences Limited With The Company.

Adani Enterprises: Converts 137.5 Million Partly Paid Shares To Fully Paid Shares.

TATA Consultancy Services: and ABB Enhance Collaborative Efforts in IT, AI, and Engineering Fields.

Nestle India: Expands Munch Production Capacity With New ₹225 Crore Line At Sanand Plant, Boosting Yearly Output To 8,300 Tonnes.

JSW Steel: Co Unit Requests Government Assistance for Gas Supplies Due to Shortages - Hindu Business Line

NTPC: Co Chairman Emphasizes Need to Improve Supply Chain and Technology to Make Nuclear Energy Affordable; Predicts Popularity of Nuclear Energy in 2 to 3 Decades.

Vedanta: Company Plans ₹1 Trillion Investment in Rajasthan

Tata Consultancy Services: Forms Global Partnership With Amadeus To Boost Modern Airline Retailing And Create Next-Gen Airline Solutions Featuring AI Innovations.

PB Fintech: IRDAI Announces No Commission on Bima Sugam Insurance Products, Impacting Policy Bazaars PB Fintech Negatively.

HCL Technologies: Recognized As A Leader In Everest Groups Private Cloud Services Assessment 2025; Acknowledgment Highlights Market Influence, Vision, And Skills; Private Cloud Offering Supports AI Workloads And Hybrid Strategies.

HDFC Bank: Department Of Financial Services Backs RBIs Statement On HDFC Bank

HDFC Bank: RBI Reassures That HDFC Bank Remains Well-capitalized With Strong Liquidity And No Material Concerns, While Continuing Engagement With The Board Amid Recent Developments.

HDFC Bank: Macquarie Takes HDFC Bank Off Its Marquee List

HDFC Bank: Macquarie Takes HDFC Bank Off Its Marquee List

NTPC Ltd: Company Starts Commercial Operation Of 165 MW From Khavda-II Solar PV Project; Total Installed Capacity Reaches 88,709 MW; Commercial Capacity At 87,629 MW.

HDFC Bank: Interim Chairman Announces Upcoming Board Meeting To Decide Next Steps.

HDFC Bank: Keki Mistry States No Particular Practices Or Problems Were Mentioned In Our Discussion.

HDFC Bank: Atanu Chakraborty Clarifies No Misconduct Allegations Against Bank, Shares His 5-Year Experience Nurturing The Organization.

Eicher Motors: Macquarie on Eicher Motors Neutral, Target Price Rs 7479 as SUV-led PV growth continues to outpace cars, while 2W demand remains broad-based with scooters outperforming motorcycles, keeping overall sector outlook balanced.

HDFC Bank Ltd.: Rs. 43.59 Crores NSE Block Trade; for ~ 545,581 Shares, at Rs. 798.95

Bajaj Auto: Macquarie on Bajaj Auto Neutral, Target Price Rs 9904 as SUV-led PV growth continues while cars lag, and although 2W demand is broad-based with scooters outperforming motorcycles, overall sector dynamics remain balanced.

HDFC Bank Ltd.: Rs. 48.69 Crores NSE Block Trade; for ~ 618,856 Shares, at Rs. 786.70

HDFC Bank Ltd.: Rs. 42.48 Crores NSE Block Trade; for ~ 543,263 Shares, at Rs. 782.00

Tata Motors: Macquarie on Tata Motors (PV business): Neutral, Target Price Rs 385 as sector trends show SUV-led PV growth while cars lag, with broader auto demand supported by strong 2W momentum led by scooters outperforming motorcycles.

TVS Motor: Macquarie on TVS Motor Company Outperform, Target Price Rs 4339 as SUV-led PV growth continues to outpace cars, while strong, broad-based 2W demand led by scooters supports sector growth outlook.

Hero MotoCorp: Macquarie on Hero MotoCorp Outperform, Target Price Rs 6674 as SUV-led PV growth remains strong while cars lag, and broad-based 2W demand with scooters outperforming motorcycles supports sector momentum.

Mahindra & Mahindra: Macquarie on Mahindra & Mahindra Outperform, Target Price Rs 4168 as SUV-led PV growth remains strong while cars lag, supported by broad-based 2W demand with scooters outperforming motorcycles.

HDFC BANK LTD.: RS. 71.01 CRORES NSE BLOCK TRADE; FOR ~ 907,881 SHARES, AT RS. 782.20

Maruti Suzuki: Macquarie on Maruti Suzuki Outperform, Target Price Rs 17,449 as SUV-led PV growth continues to outpace cars, with broader auto demand supported by strong 2W trends (scooters outperforming motorcycles).

Power Grid Corporation of India: HSBC on Power Grid Corporation of India Hold (upgraded), Target Price Rs 290 as faster commissioning driven by government push and higher compensation, along with new opportunities in intra-state transmission and BESS, expand growth prospects and TAM.

HDFC Bank: UBS on HDFC Bank Buy, Target Price Rs 1175 as despite chairman resignation citing governance concerns and interim appointment of Keki Mistry, fundamentals intact though near-term sentiment and stock may remain under pressure.

Vedanta: CLSA on Vedanta: Outperform, Target Price Rs 835 as demerger into five entities could unlock value (zinc ~₹379/sh, aluminium ~₹425/sh) with timelines/procedures progressing, and strong operational upside led by aluminium & zinc segments.

Power Grid Corporation of India: HSBC on Power Grid Corporation of India Hold, Target Price Rs 290 (raised) on faster project commissioning led by government push and higher compensation, with additional growth opportunities from intra-state transmission and BESS expanding TAM.

HDFC Bank: Kotak Inst Eqt on HDFC Bank Buy, Target Price Rs 1050 as despite chairman resignation (Atanu Chakraborty) and interim appointment of Keki Mistry, already de-rated valuations limit downside, though recovery/re-rating may be delayed until concerns and negative news-flow subside.

HDFC Bank: JPMorgan on HDFC Bank Neutral, Target Price Rs 1090 as chairman exit citing governance concerns and incomplete merger benefits hurt sentiment, raising board-management cohesion risks amid weak macro, likely leading to near-term stock volatility.

Lupin: Company Announces Expansion of Manufacturing Facility in Dabhasa, India, Boosting Development and Manufacturing Strengths.

Reliance Industries: Aims To Submit Jio Platforms IPO Application By Early April - ET

HDFC BANK: ATANU CHAKRABORTY RESIGNS AS PART-TIME CHAIRMAN; RBI APPROVES KEKI MISTRY AS INTERIM CHAIRMAN

US PREPARING TO TAKE CONTROL OF STRAIT OF HORMUZ; OPERATION COULD EXTEND WAR BY WEEKS - KANN NEWS

GAIL (India): Acquires 49% Stake In Leafiniti Bioenergy For ₹13.54 Crores To Grow CBG Business; Karnataka Plant Has A Capacity Of 10.2 TPD

VBL: Subsidiary Acquires Full Stake In Twizza For ZAR 2,053 Million (₹11,398 Million); Set To Be Step-Down Subsidiary From March 18, 2026.

Vedanta: Company Plans to Discuss 3rd Interim Dividend on March 23

Indigo Participates In Bidding For Land Acquisition In Sector 29, Gurugram

ICICI Bank: Completes Full Redemption Of USD 816 Million Outstanding GMTN Notes.

ICICI Bank: Will Review Its Fourth Quarter Results On April 18

Ultratech Cement: To Buy 26.18% Share In Sunsure Solarpak Seven For ₹19.2 Crore To Boost Green Energy Investments

HCL Technologies Ltd: Chosen As Launch Partner For AWS European Sovereign Cloud, Helping Clients Fulfill Data Residency Needs With Enhanced Security And Flexibility. The Company Was Selected For Its Skill In Handling Regulated Workloads Throughout Europe.

TCS: Forms Long-Term Partnership With Pearson To Boost AI Learning For Global Industries, Aiming To Prepare Workforces And Address Skills Shortages.

Lupin Ltd.: Rs. 32.74 Crores NSE Block Trade; for ~ 142,339 Shares, at Rs. 2300.20

Axis Bank: Approves ₹1,500 Crore Investment In Axis Finance Through Rights Issue Set To Be Finalized By March 31, 2027; RBI Has Given The Green Light.

Reliance Industries: Jio Informs Bankers To Prepare IPO Prospectus By March -ET

Apollo Hospitals Enterprise Ltd.: Rs. 26.56 Crores NSE Block Trade; for ~ 35,043 Shares, at Rs. 7580.00

Reliance Industries: Morgan Stanley on Reliance Industries Overweight, Target Price ₹1,803 as $3bn, 15-year green ammonia deal with Samsung C&T drives new energy monetisation (~$20bn biz), aligns with hydrogen/decarbonisation strategy, boosts energy earnings, and stock trades at ~62% discount to peers.

Hindalco Industries: Kotak Inst Eqt on Hindalco Industries Sell, Target Price Rs 800 as US scrap spreads rise (scrap ~47% of P1020 vs 70% LY), Novelis gains limited by plant outages/diverted lines, margins bottomed 3QFY26 with production normalization only 2HFY27E, India business benefits from commodity tailwinds, but rich valuations keep SELL rating.

IndusInd Bank: CITI on IndusInd Bank Sell, Target Price Rs 800 as balance-sheet recalibration underway with FY27 RoA target 1%, NNPA reduction in 2–3 quarters, steady-state credit costs <1.5%, one-time ECL ~1.5% loans, FY27/FY28 RoA-RoE 0.7/6% & 1.1/9%, while growth, cross-sell, and leadership refresh progress under monitoring.

Tech Mahindra: CITI on Tech Mahindra Sell, Target Price Rs 1260 as despite focus on >industry growth and 15% FY27E EBIT margin, macro/AI trends pose risks, and stock trades at 18x FY27E EPS, a premium vs peers, making sustained outperformance uncertain.

Bharat Electronics Limited: Goldman Sachs on Bharat Electronics Buy, Target Price Rs 470 as FY26 order inflow strong at Rs 216.2bn with additional Rs 10.1bn secured, pending NGC/Shatrughat/LRU orders expected in Q4FY26, supporting management guidance of Rs 270bn.

Larsen & Toubro: Goldman Sachs on Larsen & Toubro Buy, Target Price Rs 4420 as stock down 18% on Middle East project execution concerns, potential regional capex slowdown, Q4 revenue hit, weak Q1FY27 execution, and core order inflow cut FY27E 7.7%→1.1%, though medium-term prospects remain intact despite short-term deferrals.

Max Healthcare: Jefferies on Max Healthcare Buy, Target Price Rs 1320 as Dec-Q one-off issues resolved, expansion plans on track, Delhi-NCR capacity addition not a concern, and open to selective acquisitions to strengthen/enter markets.

Indian Hotels Company: Nomura on Indian Hotels Company Buy, Target Price cut to Rs 800 as 4QFY26 war impact seen limited, FY26–28F EBITDA CAGR 13–14%, 4QFY26F revenue/EBITDA growth 11%/12% y-y, with optimism on luxury & corporate travel tailwinds.

Mahindra & Mahindra: Nomura on Mahindra & Mahindra Buy, Target Price Rs 4662 as strong FY26 YTD growth in PVs (19%) & LCVs (17%), robust tractors (23%), commodity pressures manageable, EV business EBITDA-positive with PLI benefits from FY27, and doubling volumes supporting EBIT breakeven.

LTM: Recognized As Rising Star Consulting Partner Of The Year By NVIDIA At GTC 2026

Tata Steel: Board Approves Merging Neelachal Ispat Nigam With Company, Plans Investment Up To USD 2 Billion In Tata Steel Holdings Starting From FY2026-27, And Greenlights Purchase Of Securities In Medica Ts Hospital For 14.9 Million Rupees.

Varun Beverages: Company to Buy Entire 100% Ownership of Crickley Dairy for ₹1.31 Billion

Wipro: Company Teams Up With Harness to Speed Up AI-Driven Software Delivery for Global Businesses

Tech Mahindra: Subsidiary Signs Agreement to Acquire 20% Stake in Tech Mahindra Arabia from Midad for 2.06 Billion Rupees.

BEL: Gets Orders Valued At 10.11 Billion Rupees

Adani Enterprises: NCLT Gives Green Light To Adani Enterprises Resolution Plan For Jaiprakash Associates. - CNBC TV18

Adani Enterprises: NCLT Denies Vedantas Challenge Against Adani Enterprises IBC Strategy for Jaiprakash Associates.

TATA STEEL LTD.: RS. 68.11 CRORES NSE BLOCK TRADE; FOR ~ 3,491,862 SHARES, AT RS. 195.04

CIPLA LTD.: RS. 57.04 CRORES NSE BLOCK TRADE; FOR ~ 442,266 SHARES, AT RS. 1289.80

Jio Financial Services: Jio Payments Bank Starts UPI Cash Withdrawal Services To Improve Financial Access In Rural And Semi-Urban Areas, Removing The Need For Debit Cards And ATMs.

Power Finance Corp: Board Sanctions Fundraising Of Up To ₹1,60,000 Crore And Announces Fourth Interim Dividend Of ₹3.25 Per Share.

Maruti Suzuki India: Receives Income Tax Draft Assessment Order For FY 2022-23; Proposed Additions Of ₹57,864 Million; Company Plans To Object To Dispute Resolution Panel; No Effect On Financial Or Operational Activities.

Federal Bank: To Meet With Abakkus Asset Manager Today.

Kotak Mahindra Bank: Is Planning A $2 Billion Private Credit Fund To Meet Increasing Demand In India.

Lupin: Enters Licensing Deal With Zydus Lifesciences To Co-Brand Semaglutide Injection In India; Zydus Will Market As Semaglyntm, Mashematm, Altermetm, While Lupin Will Use The Names Semanext® And Livarise®.

Samvardhana Motherson International Ltd: Finalizes Purchase of Complete 100% Stake in Yutaka Autoparts India Private Limited; YAI Now Fully Owned Unit; Deal Comprises 81% Stake in Yutaka Giken Co., Ltd. and 11% in Shinnichi Kogyo Co., Ltd.

TCS: Company Introduces Fast AI Platform Using NVIDIA To Speed Up AI Adoption In Various Industries; Facilitates Automation, Smart Operations, And Personalized AI Apps.

Maruti Suzuki: Company Aims to Launch 7 New SUVs Over the Next 5-6 Years.

Maruti Suzuki: Aims To Produce 4 Million Units Per Year In India To Fulfill Demand And Exports While Expanding SUV Offerings.

Dixon Tech: In Investec Conference - This Should Drive Sharp Growth In Mobile Vols Over Fy26e-28e -- Taking Multiple Initiatives On Backward Integration, New Products And Exports -- Also Intends To Foray Into The Industrial Ems Space

Dixon Tech: In Investec Conference - Also Sounded Confident On Receiving Pn3 Approval For Vivo Jv -- Post Approval, The Jv Should Mfg 2/3rd Of 35m Mobiles Sold By Vivo In India

Dixon Tech: In Investec Conference - Mgmt Indicated Mobile Demand Is Faring Better Than Initially Feared -- Expects Fy27e Mobile Vols (Excl-vivo) To Broadly Match Fy26e Levels

Hindalco: Energy Costs May Rise Due To Increased Coal E-Auction Prices, Says Motilal Oswal.

Hindalco: Motilal Oswal Says Fire at Novelis Oswego Plant in U.S. Disrupts Operations, Weakens Near-Term Earnings Outlook. Concerns Over Novelis’ Performance Expected to Affect Overall Earnings Soon.

Axis Bank: Investec maintains Buy on Axis Bank with TP ₹1,600, citing focus on NII growth despite near-term NIM moderation (normalising toward ~3.8%), strong credit growth aided by higher working-capital demand, stabilising unsecured retail trends, and resilience despite intense PSU competition and geopolitical risks to asset quality.

Varun Beverages: BofA maintains Buy on Varun Beverages with TP ₹550, citing summer-led demand with strong capacity additions and improved cash flows, portfolio expansion into energy/hydration/sports drinks, and mix improvement from Adrenaline Rush and growing Nimbooz variants supporting realizations and a 2026 demand rebound.

Indian Oil Cor: Kotak Institutional Equities reiterates Sell on Indian Oil Corporation with TP ₹100 (cut from ₹125), citing higher oil assumptions ($85 FY27/$75 FY28), West Asia/Strait of Hormuz risks, lack of retail pricing freedom forcing OMCs to absorb higher crude, freight and insurance costs, LPG shortages limiting fuel price hikes, and weakening earnings eroding past marketing margin buffers with potential LPG storage capex ahead.

Bharat Petroleum Corp: Kotak Institutional Equities reiterates Sell on Bharat Petroleum Corporation Limited with TP ₹240 (cut from ₹300), citing higher oil assumptions ($85 FY27/$75 FY28), West Asia/Strait of Hormuz risks, lack of retail pricing freedom forcing OMCs to absorb higher crude, freight and insurance costs, LPG shortages limiting fuel price hikes, and weak earnings eroding past marketing margin buffers despite possible LPG storage capex.

Asian Paints: Macquarie maintains Outperform on Asian Paints with TP ₹3,100, noting industry price hikes by Berger Paints India and Kansai Nerolac Paints (2–3% from Mar 25 with another likely in April) to counter margin headwinds.

Hindalco: MOSL maintains Buy on Hindalco Industries with TP ₹1,110, citing robust Asia/domestic demand from renewables, EVs, infra and packaging, manageable Middle East impact mainly via coal costs, plans for 100% captive coal by FY33 for ~$200/t savings, and expansion in value-added aluminium/copper products with new facilities ramping up to support margins.

Tata Motors: HSBC maintains Hold on Tata Motors (PV/JLR) with TP ₹340 (cut from ₹400), citing Middle East exposure and rising RM costs pressuring JLR with near-term recovery challenging, while India PV demand from Sierra and Harrier petrol remains supportive but margins face RM inflation risks.

Marico: Nuvama maintains Buy on Marico with TP ₹900, citing strong VAHO growth (29% in Q3FY26), stable Bangladesh momentum, limited Middle East revenue exposure (3–4%), potential price cuts from ~35% copra correction, while monitoring Middle East tensions for possible RM and packaging cost inflation.

Shree Cement: Forms New Unit In Mauritius For Cement Operations And Trading.

Reliance Industries: Signs Major 15-Year Agreement With Samsung C&T For Green Ammonia Supply Worth Over $3 Billion

Adani Enterprises: Receives Approval for Composite Scheme from NCLT Ahmedabad

Tata Motors: Passenger Vehicles Raise Prices to Counter Rising Commodities and Input Costs

Sun Pharma: SBLA Application For Ilumya® To Treat Adults With Active Psoriatic Arthritis Approved By US FDA

REC: Board Announces 4th Interim Dividend of ₹3.20 Per Share for FY 2025-26; Record Date is March 20, 2026; Payments Expected by April 14, 2026.

Indigo: Domestic Daily Air Traffic Drops 5.8% In Early March 2026 Compared To Pre-War Period -- Average Global Daily Air Travel Drops 33.5% In The First Half Of March 2026 Compared To Pre-War Levels.

LTIMindtree: Teams Up With IIT Kharagpur To Improve AI Skills Of Workforce Through In-Depth Training Programs And Practical Workshops.

TUBE INVESTMENTS OF INDIA LTD.: RS. 97.32 CRORES NSE BLOCK TRADE; FOR ~ 404,637 SHARES, AT RS. 2405.00

Vedanta: Receives Allocation Of 2,57,500 NCDs Worth Rs 2,575 Crores Through Private Placement.

ICICI Bank: Investec maintains Buy on ICICI Bank with Target Price ₹1,685, citing strong FY27 credit growth outlook, resilience of the Indian banking system despite geopolitical tensions, and confidence that rising PSU competition won’t constrain growth, keeping ICICI as a top pick.

Apollo Hospitals Enterprise: BofA Securities maintains Buy on Apollo Hospitals Enterprise with Target Price ₹9,600, citing 25%+ upside driven by margin expansion in existing hospitals despite new-hospital losses, strong growth in digital with cash breakeven by Q1FY27, and potential HealthCo re-rating on retail-like metrics supporting higher valuation multiples.

Varun Beverages: BofA Securities maintains Buy on Varun Beverages with Target Price ₹550, citing favourable risk-reward with teens earnings growth, valuations below historical/peer levels, portfolio strengthening for peak India summer demand, steady overseas business, and long-term upside from new ventures in snacks, beer, and Kenya.

InterGlobe Aviation: Citi maintains Buy on InterGlobe Aviation with Target Price ₹5,100, noting temporary Middle East disruption cutting flights to 36/day vs 150–160 earlier, but fuel surcharge (₹425 domestic, ₹900–₹2,300 international) to offset higher jet fuel costs and potentially lift yields by ~8–10%.

Larsen & Toubro: CLSA maintains Outperform on Larsen & Toubro with Target Price ₹4,842, citing strong visibility from key client Saudi Aramco’s ~$50–55bn 2026 capex guidance, robust operating cash flow and expected oil demand growth, expanding opportunities from Aramco’s net-zero/renewables push, L&T’s diversified global energy infra pipeline and ~$80bn backlog, with the recent 23% stock correction seen as an accumulation opportunity.

Indian Oil Corp: HSBC downgrades Indian Oil Corporation to Hold with Target Price ₹150 (cut from ₹200) as higher crude (~$75/b) is expected to cause marketing losses leading to sharp earnings and multiple cuts across OMCs, while noting upstream players like ONGC benefit but face policy risks.

Bharat Petroleum Corp: HSBC downgrades Bharat Petroleum Corporation Limited to Hold with Target Price ₹340 (cut from ₹470) due to higher crude (~$75/b) expected to cause marketing losses and sharp earnings/multiple cuts across OMCs.

Oil and Natural Gas Corp: HSBC downgrades OMCs to Hold citing higher crude (~$75/b) leading to marketing losses and sharp earnings cuts, while maintaining Reduce on Oil and Natural Gas Corporation with Target Price ₹240 (raised from ₹200) as higher crude benefits earnings but policy risks may limit supernormal profits.

Shree Cement: New Cement Mill Opens At Kodla Plant, Total Capacity Approaches 70 MTPA

Hindalco: Company Refutes Claims of Stopping Aluminum Sales, Assures Operations Are Running Smoothly.

Adani Power: Company Secures LOA From MSEDCL For 1,600 MW Long-Term Power Agreement

Indigo: Flights Suspended to Doha, Kuwait, Bahrain, Dammam, Fujairah, Ras Al Khaimah, and Sharjah Until March 28, 2026.

JSW Steel: co Announces New Coking Coal Mining Project in Mozambique

Adani ports: PM Modi Opens Indias First Fully Automated Dry Bulk Facility at Adani Ports Haldia Terminal

Indigo: Airline Launches Fuel Charge Starting March 14, 2026, Due to Rising Fuel Costs

Dr. Reddys: Receives Advice to Stop TACTI-004 Phase III Trial After Interim Analysis Shows No Progress, ImmuneP Also To Stop Enrollment and Close TACTI-004 Phase III Study

InterGlobe Aviation: and Air India Request Government Help Due to Iran Conflict, Seeking Reduced Aviation Taxes and Fees.

Tata Motors Passenger Vehicles: Radhakishan Shivkishan Damani Sold 1.6 Million Shares Of Co Through A Block Deal, According To BSE Data

Jio Financial Services: Gets Registration Certificate From IRDAI For Allianz Jio Reinsurance.

Coal India: Files For IPO For CMPDIL Unit With Up To 107.1 Million Shares, Pending Approvals And Market Conditions.

LARSEN & TOUBRO LTD.: RS. 94.09 CRORES NSE BLOCK TRADE; FOR ~ 271,505 SHARES, AT RS. 3465.40

Power Finance Corporation: Transfers Pune East Transmission Unit To Power Grid Corporation Of India For ₹8.04 Crore.

Britannia: Company States Operations Not Seriously Affected By Industrial Gas Supply Problems; Sufficient Finished Goods Ready; Can Switch Fuels If Necessary.

LARSEN & TOUBRO LTD.: RS. 94.85 CRORES NSE BLOCK TRADE; FOR ~ 266,069 SHARES, AT RS. 3565.00

ICICI BANK LTD.: RS. 65.04 CRORES NSE BLOCK TRADE; FOR ~ 518,046 SHARES, AT RS. 1255.40

Adani Ports: Morgan Stanley Reports That Haifa Ports Is Now Fully Functional According To Media Sources.

Adani Power Ltd.: Rs. 17.07 Crores NSE Block Trade; for ~ 1,139,383 Shares, at Rs. 149.84

HINDUSTAN AERONAUTICS LTD.: RS. 50.42 CRORES NSE BLOCK TRADE; FOR ~ 129,009 SHARES, AT RS. 3908.50

MAHINDRA & MAHINDRA LTD.: RS. 61.20 CRORES NSE BLOCK TRADE; FOR ~ 202,933 SHARES, AT RS. 3015.80

RELIANCE INDUSTRIES LTD.: RS. 93.77 CRORES NSE BLOCK TRADE; FOR ~ 671,820 SHARES, AT RS. 1395.80

HINDUSTAN AERONAUTICS LTD.: RS. 56.54 CRORES NSE BLOCK TRADE; FOR ~ 143,609 SHARES, AT RS. 3937.00

Dixon: Axis Capital Management Notes FY26 Shipments Might Fall Short Of Guidance, Weakness Expected To Persist Into H1FY27. Increasing Memory Prices Are Hurting Demand For Budget Phones, Affecting Volumes For iSmartU And Xiaomi.

MAHINDRA & MAHINDRA LTD.: RS. 50.89 CRORES NSE BLOCK TRADE; FOR ~ 168,504 SHARES, AT RS. 3019.90

HDFC Bank Ltd.: Rs. 28.63 Crores NSE Block Trade; for ~ 349,827 Shares, at Rs. 818.40

Reliance Industries: Motilal Oswal Financial Services maintains Buy on Reliance Industries with ₹1,750 TP, citing geopolitical supply disruptions tightening refining & petchem markets supporting margins and potentially lifting FY27 EBITDA by ~8.5% if sustained through 1HFY27, aided by RIL’s diversified feedstock mix (only ~30% naphtha), though possible reintroduction of fuel export duties could cap refining margin upside.

Reliance Industries: Jefferies maintains Buy on Reliance Industries with ₹1,750 TP, citing O2C benefiting from Middle East supply disruptions lifting refining & petchem spreads and boosting 1HFY27 margins, leading to ~2% FY27 EBITDA upgrade despite 10%/6% Jio EBITDA cuts (FY27/28E) due to tariff hike delay to Dec’26, while the stock trades ~1 SD below long-term average implying limited downside.

Eternal: UBS Group AG maintains Buy on Eternal with ₹375 TP, citing ~20–21% YoY industry food-delivery volume growth in Feb’26 with stable Q4 market share, though Mar–Apr volumes may see some impact from cooking gas shortages, while Blinkit continues widening its quick-commerce reach gap over Instamart and Zepto.

Coal India: HSBC maintains Hold on Coal India with TP raised to ₹420, as higher gas and regional coal prices lift e-auction premium/volume estimates and FY27 EPS by ~13%, though FY28 earnings remain unchanged due to domestic coal oversupply and weak thermal demand, with Middle East-driven near-term stock outperformance likely to fade once gas supplies normalise.

PFC: Company Transfers NES Dharashiv Transmission Limited To Montecarlo Limited For ₹3.61 Crores For Re Power Evacuation Project In Maharashtra

Tata Steel: Challenges ₹493.35 Crore GST Demand And ₹638.82 Crore Penalty In Jharkhand High Court

Shriram Finance: Shriram Overseas Investments Applies for License to Operate as Primary Dealer with RBI

Power Grid Corp: Acquires NES Pune East New Transmission Limited For 80.5 Million Rupees

Hero Motocorp: Gets Order to Cut Tax Demand from ₹177.96 Crore to ₹27 Crore; Plans to Appeal for Remaining Tax and Refunds.

Hindalco Industries: Novelis Inc. Reveals $225 Million Municipal Bond Offering; SEC Files Material Definitive Agreement.

HCL Tech: Expands Partnership With Google Cloud To Boost Agentic AI Adoption In Various Industries.

TVS Motor: Introduces TVS Orbiter V1 Priced at ₹49,999 Featuring Battery-as-a-Service; This New Electric Vehicle Comes with a 1.8 KWH Battery, 86 KM Range, and Flexible Ownership Choices.

Infosys: Expands Mohali Development Center With New 350,000-Sq. Ft. Campus For 3,000 Employees To Focus On AI Solutions.

Bajaj Holdings: Allianz SE Sells All Of Its Remaining 3% Equity Stake In Two Insurance Firms Through Buyback Offer.

Dixon: India Is Drafting A New Round Of Smartphone Manufacturing Incentives That Would Link Government Subsidies To Exports And Deeper Use Of Locally Made Components, Sources Say Bloomberg

MAHINDRA & MAHINDRA LTD.: RS. 52.60 CRORES NSE BLOCK TRADE; FOR ~ 171,194 SHARES, AT RS. 3072.30

BHARTI AIRTEL LTD.: RS. 102.97 CRORES NSE BLOCK TRADE; FOR ~ 572,676 SHARES, AT RS. 1798.10

BHARTI AIRTEL LTD.: RS. 218.38 CRORES NSE BLOCK TRADE; FOR ~ 1,210,908 SHARES, AT RS. 1803.40

BHARTI AIRTEL LTD.: RS. 271.62 CRORES NSE BLOCK TRADE; FOR ~ 1,509,832 SHARES, AT RS. 1799.00

Eternal: Zomato and Swiggy Services Facing Disruptions in Andhra Pradesh

Dixon Tech: Morgan Stanley maintains Underweight on Dixon Technologies with ₹8,157 TP, citing lower FY26–27 mobile PLI allocations (₹220cr in FY26; allocation cut 22% and ₹1,350cr BE for FY27), uncertainty over PLI 2.0, and weak visibility on Q4/FY27 mobile shipments due to current DRAM prices, though FY26 PLI could still form ~17% of EBITDA and add ~40bps to margins.

Larsen & Toubro: Kotak Institutional Equities maintains Buy on Larsen & Toubro with TP cut to ₹4,000, citing near-term financial risks from the Middle East crisis and uncertainty in regional capex plus lower subsidiary valuation, increasing reliance on value-accretive investments and strong returns on incremental capital to drive future compounding.

Oil and Natural Gas Corporation: Macquarie Group maintains Outperform on Oil and Natural Gas Corporation with ₹300 TP (cut ~3%), stating sustained production growth is key for re-rating, with 2025 stabilising declines and a significant production ramp-up expected in 2026E, while current oil price volatility and ~6% dividend yield support the outlook.

Titan: UBS Group AG maintains Buy on Titan Company with ₹5,300 TP, citing strong store-check demand and consistent margin execution despite Middle East disruption risk, while benefiting from the shift from unorganised to organised jewellery (15–20% revenue growth outlook), lab-grown diamond entry and potential growth from Damas.

Maruti Suzuki: Motilal Oswal Financial Services maintains Buy on Maruti Suzuki India with ₹17,406 TP, stating recent underperformance vs the Auto index due to weak wholesale and a disappointing 3Q is overdone as retail demand in cars/UVs remains strong, with capacity constraints easing from Apr’26 and earnings expected to grow ~16% CAGR over FY25–28E.

Bajaj Auto: CLSA maintains Outperform on Bajaj Auto with ₹11,410 TP, noting Maharashtra may pause new auto-rickshaw permits due to congestion, pollution and driver earnings concerns, but with ~1.0–1.3mn existing 3Ws vs proposed 1.4mn cap, replacement demand should sustain volumes, making it a non-material impact on Bajaj Auto.

InterGlobe Aviation: Citi maintains Buy on InterGlobe Aviation with TP cut to ₹5,100, as geopolitical uncertainty affecting international flights, FDTL norms impact, higher fuel prices and INR depreciation may pressure profitability, prompting EV/Sales multiple cut to 2.4x (from 2.6x), though domestic market share recovery and IndiGo’s relatively better cost structure remain positives.

Bharti Airtel: Jefferies reiterates Buy on Bharti Airtel with ₹2,250 TP, despite cutting India revenue/EBITDA estimates by 6–8% and lowering valuation to 12x EV/EBITDA due to Jio IPO delay risk and NBFC foray capital allocation concerns, as ~14% EBITDA growth, limited energy cost exposure and attractive risk-reward after ~14% YTD fall support the call.

Bharti Airtel: CLSA maintains Outperform on Bharti Airtel with ₹2,310 TP, as the ₹158bn final call from the 2021 ₹210bn rights issue (7% dilution at ₹535/share) will help eliminate bank debt backed by ₹478bn 9MFY26 FCF, despite ~6% stake overhang from potential promoter/Singtel stake equalisation while FII/DII ownership rises.

Adani Ports: Announces Final Cash Tender Offer Results, Plans To Buy Back Up To $345M Of 4.00% Senior Notes Due 2027 And Up To $150M Of 3.10% Senior Notes Due 2031.

REC: Company Plans To Discuss 4th Interim Dividend On March 16

Adani Enterprises: Subsidiary Finalizes Purchase of 14.2% Stake in Air Works India and Completes Acquisition of Defense Unit from Punj Lloyd Ltd.

IDFC First Bank: ED Conducts Searches At Bank Over Fraud Case Involving Diverted Funds For Gold And Real Estate Investments, Links To Shell Firms And Small Jewelry Businesses Investigated - cnbc tv 18

IDFC First Bank: Faces Investigation By Indias Financial Crime Agency Over Alleged Fraud

Indigo: GIC Private Limited Reduces Its Stake In Company To 2.984% From 3.110%

SBI Life Insurance: Faces ₹537.75 Crore Tax Demand For FY24, Plans To Appeal Against Assessment Order

State Bank Of India: And Japans MUFG Bank Form Strategic Alliance

Power Finance Corp: Plans To Explore Market Borrowing Program For FY 2026-2027.

Wipro: Enters Long-Term Tech Upgrade Agreement With Trustage.

KOTAK MAHINDRA BANK LTD.: RS. 193.52 CRORES NSE BLOCK TRADE; FOR ~ 5,059,272 SHARES, AT RS. 382.50

KOTAK MAHINDRA BANK LTD.: RS. 76.92 CRORES NSE BLOCK TRADE; FOR ~ 1,999,881 SHARES, AT RS. 384.60

Bharti Airtel: Alpha Wave Plans To Buy Carlyles Stake In Bharti Airtels Data Center Business. Alpha Wave Global Is An Investor In Top AI Companies Like OpenAI, Anthropic, And xAI -MC

Samvardhana Motherson International; Acquires 81% Of Yutaka Giken Co., Ltd. And 11% Of Shinnichi Kogyo Co., Ltd. Through Its Subsidiary Motherson Global Investments B.V.

Varun Beverages Ltd.: Rs. 45.76 Crores NSE Block Trade; for ~ 1,045,880 Shares, at Rs. 437.55

Bharti Airtel Ltd.: Rs. 39.22 Crores NSE Block Trade; for ~ 215,362 Shares, at Rs. 1821.20

Colgate Palmolive: Nuvama Reports Co Stated No Specific Updates; Q4 Growth Expected to Improve Gradually Compared to Q3, and FY27 Aims to Further Enhance Performance.

Laptop Prices May Rise By Up To 35% Due To Increased Memory And GPU Costs; Market Expected To Shrink By 8% This Year. The Surge Is Caused By Rising DDR RAM Prices And A Shortage Of Entry-Level Intel Processors. After Record PC Shipments In 2025, Overall Sales Are Projected To Decrease By Up To 8% In 2026. (Dixon Tech)- MC

BHARTI AIRTEL LTD.: RS. 142.29 CRORES NSE BLOCK TRADE; FOR ~ 777,686 SHARES, AT RS. 1829.60

INFOSYS LTD.: RS. 51.29 CRORES NSE BLOCK TRADE; FOR ~ 397,314 SHARES, AT RS. 1290.90

Cummins: Exports For Cummins India Increased By 21% Year-Over-Year And 80% Month-Over-Month In February 2026, With China Being The Top Export Market, Followed By The US And UK.

JSW Steel: MOSL maintains Buy on JSW Steel with Target Price Rs 1,400, supported by favorable macros, capacity expansion, cost leadership, strong domestic demand, rising value-added sales, and projected double-digit revenue growth with EBITDA/t rebounding to ~₹13,500 in FY27–28.

Cipla: Morgan Stanley maintains Underweight on Cipla with Target Price Rs 1,211, citing Lanreotide injection batch recalls from Pharmathen’s Radopi facility, likely delaying US resupply, risking market share loss, and potential downside to FY27–FY28 earnings.

Bajaj Auto: UBS maintains Sell on Bajaj Auto with Target Price Rs 9,015, highlighting high exposure in Maharashtra (87% share of ICE 3Ws), where ICE 3Ws contribute over 30% margins, making profitability highly sensitive to this region.

Eternal: Axis Capital maintains Buy on Eternal with Target Price Rs 484, citing attractive entry levels, Blinkit’s implied value of US$12 bn, conservative 32% CAGR in net order value (FY26-30), FY30 adj. EBITDA margin at 2.7% (target 5–6% by FY35), and long-term AI risk hinging on large-scale user adoption.

InterGlobe Aviation: Jefferies maintains Buy on InterGlobe Aviation with Target Price Rs 6,140, after CEO Pieter Elbers’ surprise exit (Rahul Bhatia interim), noting smooth historical leadership transitions, Elbers’ expansion of international/wide-body operations, and near-term focus on operational stability, summer schedules, and CEO succession clarity.

InterGlobe Aviation: HSBC maintains Buy on InterGlobe Aviation with Target Price Rs 5,860, noting CEO Peter Elbers’ immediate resignation (replaced by Rahul Bhatia as interim CEO) likely due to December incidents, but expects no strategic changes with focus on operational efficiency.

InterGlobe Aviation: UBS upgrades InterGlobe Aviation to Buy with a Target Price Rs 5480, citing CEO reset, potential fare hikes after Air Indias pricing moves, and strengthening competitive advantage for the largest, most efficient players during industry stress.

Reliance Industries: Company Will Team Up To Construct First New Oil Refinery In The US In 50 Years

Larsen & Toubro: UBS maintains Neutral on Larsen & Toubro with Target Price Rs 4,150 (cut), citing risks in Middle East non-energy infrastructure exposure and domestic execution issues, while still noting L&T is better placed than global peers in the ME, though core order/revenue/EBITDA CAGR estimates for FY25–28E are trimmed to 11%/13%/16.6% due to near- to medium-term risks.

ICICI Bank: CLSA maintains Outperform on ICICI Bank with Target Price Rs 1,700, expecting loan growth acceleration from improving retail loans (currently ~7% YoY) and lower credit costs due to strong net slippage trends, with the stock at ~2× PB and 14× forward PE offering rerating potential.

HDFC Bank: CLSA maintains Outperform on HDFC Bank with Target Price Rs 1,200, expecting 25%+ upside as concerns over the LDR metric fade, with core PPOP growth accelerating to ~18% CAGR over FY26–28 vs 12% earlier, supporting a rerating while the stock trades at ~1.8× PB and 13× forward PE despite recent underperformance.

Coal India: Jefferies maintains Buy on Coal India with Target Price Rs 485 (raised from ₹450), expecting earnings recovery with ~9% CAGR over FY26–28 after FY24–26 decline, driven by stronger power demand (intense summer/weak rains), higher global coal prices boosting e-auction realizations, stable ~60% market share, and attractive ~9.3× FY27E PE with ~6% dividend yield.

Jio Financial Services: Motilal Oswal Financial Services initiates Buy on Jio Financial Services with Target Price Rs 320, citing its potential to build a next-gen financial services platform leveraging ecosystem data, distribution and partnerships, with near-term profitability subdued during incubation but strong scalability and ~48% PAT CAGR expected over FY26–28E.

Dr. Reddys: Delhi High Court Grants Permission For Dr. Reddys To Manufacture And Export Semaglutide Despite Patent Dispute With Novo Nordisk.

HCL TECH: Teams Up With Hockey Victoria To Back Melbourne Cobras

Reliance Industries: Plans To Increase LPG Production At Jamnagar And Redirect KG-D6 Gas To Important Sectors.

Reliance Industries: Is Actively Following Government Guidelines To Boost LPG Production. The Company Is Operating Nonstop To Improve Refinery Efficiency and Increase LPG Output. Additionally, Natural Gas From The KG-D6 Basin Will Be Redirected To Meet The Needs Of Priority Sectors.

Eicher Motors: VE Commercial Vehicles Names B Srinivas as New MD and CEO

IndiGo: Mr. Pieter Elbers, the CEO of Co, has submitted his resignation

Infosys: Partners With Incora To Enhance AI-Driven Supply Chain Operations

Adani Enterprises: Company Purchases 49% Stake In DPJ Tot For Up To ₹1,342 Crore In Cash

Indian Oil Corp: Refineries Functioning At Maximum Capacity, Fuel Exports Continue Uninterrupted.

Bharti Airtel: Company Expands Mobile Network To Remote Marwah Area In Jammu & Kashmir, Becomes First Provider To Offer Reliable Service In Tough Terrain, Helping Residents, Security Forces, And Tourists With Smooth Connectivity.

JSW Steel: Reports February 2026 Crude Steel Production Of 23.66 Lakh Tonnes; Indian Operations Utilization Rate At 88%, Including BF3.

HDFC BANK LTD.: RS. 71.95 CRORES NSE BLOCK TRADE; FOR ~ 850,938 SHARES, AT RS. 845.50

Reliance Industries: Morgan Stanley maintains Overweight on Reliance Industries with target price ₹1,803, expecting near-term upside as tighter refining margins, chemical cycle recovery, and access to Russian/Venezuelan crude and US ethane support earnings (6–8% FY27 uplift), with ~5% earnings upside for every $5/bbl rise in Brent above $70 despite recent consumer retail-led de-rating.

Bharat Petroleum Corporation Limited: UBS downgrades Bharat Petroleum Corporation Limited to Neutral with target price ₹365 (cut from ₹425), citing geopolitical risks and rising oil prices hurting marketing margins (FY27/28E cut by 43–45%/22–26%), where a $5/bbl oil rise could halve profits, leading to FY27E PAT cuts of 19%/15%/46% for IOCL/BPCL/HPCL despite higher GRMs.

Indian Oil Corporation: UBS downgrades Indian Oil Corporation to Neutral with target price ₹175 (cut from ₹190), citing geopolitical risks and rising oil prices hurting marketing margins (FY27/28E cut by 43–45%/22–26%), where a $5/bbl oil rise could halve profits, leading to FY27E PAT cuts of 19%/15%/46% for IOCL/BPCL/HPCL despite higher GRMs.

Dixon Technologies: JPMorgan Chase maintains Overweight on Dixon Technologies with target price ₹13,000 (cut from ₹13,700), factoring HKC JV approval boosting component foray and EBITDA, though higher memory prices lowering mobile volumes lead to 13–14% EPS cuts for FY27–28, while still expecting ~36% earnings CAGR over FY26–28 driven by Q Tech and HKC component businesses.

Dixon Technologies: Nomura maintains Buy on Dixon Technologies with target price ₹14,678, citing approval of the Dixon–HKC display module JV (74:26) and backward integration into display modules driving margin expansion, with trials from 2QFY27 and ramp-up in 2HFY27, potentially adding ~50 bps (up to 100 bps later) to margins, while the stock trades at ~30× FY28F EPS.

Hindustan Aeronautics Limited: Motilal Oswal Financial Services maintains Buy on Hindustan Aeronautics Limited with target price ₹5,500, citing higher global defence spending due to Middle East tensions boosting India’s domestic procurement and export opportunities, though near-term supply chain constraints in specialised components could affect execution timelines.

Bharat Electronics Limited: Motilal Oswal Financial Services maintains Buy on Bharat Electronics Limited with target price ₹520, citing potential rise in global defence spending due to Middle East conflict boosting India’s domestic procurement and exports, though near-term supply chain constraints for specialised components could impact execution timelines.

IDFC First Bank: Confirms Claims Are Related To The Same Incident At The Same Branch And Are Not New, No Other Pending Claims Exist; The Bank Will Keep Taking Action Against The Perpetrators To Recover Funds.

Divis Laboratories: Jefferies maintains Buy on Divis Laboratories with target price ₹8,200, citing its scaling as a GLP and peptide CDMO, potential $600m (oral GLP) + $400m+ (injectable GLP) revenue by FY32, strong peptide pipeline and Big Pharma ties including benefits from Eli Lilly’s India supply-chain push, driving ~15% revenue and ~20% EPS growth over FY26–32E.

IDFC First Bank: Pays ₹645 Crore For Chandigarh Claims, An Extra ₹55 Crore Over Initial Estimate; Total Deposits Steady At ₹2,92,381 Crore As Of February 28, 2026.

Reliance: Company Purchases 6 Million Barrels Of Russian Oil For March - RTRS

Jefferies maintains Hold ratings on Dixon Tech with a target price of Rs 11350.

Cipla: Cipla USA Starts Recall of Lanreotide Injection Batches, Leading to Short-Term Supply Issues.

Power Grid Corp: Plans To Borrow Up To 50 Billion Rupees From Union Bank Of India. The Company Also Approved An Investment Of 2.34 Billion Rupees For A Security Operations Center. They Agreed In Principle To Sell CTUIL Equity To Grid-India And Form A Strategic Alliance For A Transmission Project In Uganda

Reliance Industries: Has Acquired 6 Million Barrels Of Russian Oil Scheduled For Delivery In March, According To Two Sources.

Dixon Tech: Gets MEITY Approval for HKC Overseas Investment in Dixon Display

Reliance Industries: Reliance Retail Purchases Pahadi Local To Boost Its Focus On Purpose-Driven Beauty And Wellness Brands

Bajaj Finserv: Reports February Gross Direct Premiums of 10.94 Billion Rupees for Bajaj General Insurance and 12.81 Billion Rupees for Bajaj Life Insurance

Tata Power: Invests 500 Million Rupees For 40% Share In Dorjilung Hydro Power

Reliance Industries: Macquarie Estimates That A $1 Rise In Refining Margin Boosts Reliances EPS By Approximately 3%.

Reliance Industries: Macquarie Highlights That Increased Refining Margins are Beneficial for Reliance Industries, Which Affects About 15% of Its Overall Earnings.

Dr Reddys: Delhi High Court Approves Dr Reddys Export Of Semaglutide To Certain Countries.

IndiGo: Some Flights May Face Longer Routes or Diversions Due to Middle East Situation

Indigo: Flight 6E 033 Returned To Its Starting Point Because Of Airspace Restrictions Due To The Current Situation In West Asia.

BAJAJ FINANCE LTD.: RS. 82.61 CRORES NSE BLOCK TRADE; FOR ~ 891,201 SHARES, AT RS. 926.95

TATA Consultancy Services: Opens New Gemini Experience Center In Troy, Michigan To Boost AI-Driven Manufacturing; Teams Up With Google Cloud To Provide Physical AI Solutions For The Manufacturing Industry.

Lupin: Higher Oil Prices May Cause Increase in Solvent Costs

Lupin: Company Reports Cargo Movement Affected Due To Container Delays At Ports From Europe And The Middle East.-Cnbc TV18

GAIL: Co Signs Agreement with RailTel to Look into Telecom Business Options

ICICI BANK LTD.: RS. 63.85 CRORES NSE BLOCK TRADE; FOR ~ 501,965 SHARES, AT RS. 1272.10

WIPRO LTD.: RS. 79.27 CRORES NSE BLOCK TRADE; FOR ~ 4,014,739 SHARES, AT RS. 197.44

Adani Ports: Videos Are Spreading Showing Damage And Destruction At Adani Haifa Ports

Bharti Airtel: Rs. 89.08 Crore Block Trade of Around 489,473 Shares at Rs. 1820.00

Infosys Ltd.: Rs. 30.43 Crores NSE Block Trade; for ~ 235,256 Shares, at Rs. 1293.50

InterGlobe Aviation Ltd.: Rs. 20.26 Crores NSE Block Trade; for ~ 48,808 Shares, at Rs. 4150.00

Infosys: Citi maintains Neutral on Infosys with Target Price Rs 1,440, noting decent momentum in financial services and energy sectors, ongoing AI-driven deflation pressures, investments in six new value pools and Project Maximus for efficiency, slight gross margin expansion reinvested into AI and sales, and strong large AI partnership opportunities.

Godrej Consumer Products: Goldman Sachs maintains Buy on Godrej Consumer Products with Target Price Rs 1,425, stating margin concerns are overdone, with high single-digit India volume growth outlook intact and gradual recovery expected in the Indonesia business.

Lupin: Morgan Stanley maintains Equal-Weight on Lupin Limited with Target Price Rs 2,386, noting the USFDA Form 483 with only two observations indicates manageable compliance risk, while FY26 is expected to deliver a second consecutive year of strong earnings growth.

Tata Motors Passenger Vehicles: Morgan Stanley maintains Equal-Weight on Tata Motors (PV/JLR) with Target Price Rs 360, highlighting the Jaguar phase-out and focus on Land Rover, with weak US Feb sales but recovery in EU top-5 markets (+19% YoY), though combined US+EU sales still fell 7% YoY, China imports dropped 28% in Jan, and West Asia demand may remain weak in Q4FY26.

HDFC Bank: Kotak Institutional Equities upgrades to Buy on HDFC Bank with Target Price Rs 1,050, citing recent price correction and underperformance widening valuation discount to peers, with limited downside at current levels though a strong re-rating will require improvement in the liability franchise and clearer NIM expansion.

InterGlobe Aviation: Kotak Institutional Equities upgrades to Buy on InterGlobe Aviation with Target Price Rs 5,500, citing heavy losses among peers strengthening IndiGo’s competitive position despite crude/fuel cost volatility, with the airline seen as a long-term play on consumer spending and eventual pass-through of inflation to passengers.

AU Small Finance Bank: UBS maintains Neutral on AU Small Finance Bank with Target Price Rs 1,100, noting RBI’s easing of promoter holding norms via NOFHC (required only if group entities exist) slightly improves the path for the bank’s planned transition to a universal bank and upcoming license application.

Reliance Industries: Morgan Stanley maintains Overweight on Reliance Industries with Target Price Rs 1,803, citing tight global supply keeping refining margins elevated, while RIL trades at a discount to peers and could see upside as stronger energy multiples offset potential consumer-segment de-rating.

Ambuja Cements: Citi maintains Neutral on Ambuja Cements with Target Price Rs 635, noting post-acquisition improvements at the Sanghipuram plant (better power via WHR, logistics, coal sourcing and operations) that reduced clinker cost to <₹2,000/t from ₹2,400/t, with a target of ~₹1,500/t, alongside ~₹2bn capex spent and ~₹6bn ongoing.

Ambuja Cements: CLSA maintains Outperform on Ambuja Cements with Target Price Rs 635, citing operational improvements at the Sanghipuram plant (clinker utilisation up to ~74%), cost savings via marine logistics and power reliability (CPP stabilisation, upcoming 31MW WHRS and 15–20MW RE), and disciplined capex with a target of 85% utilisation before further expansion.

Ambuja Cements: Jefferies maintains Buy on Ambuja Cements with Target Price Rs 735, citing management’s shift from aggressive capacity expansion to utilisation and profitability improvement (positive for industry intensity), though rising crude-linked petcoke costs pose near-term margin risk unless April cement price hikes offset fuel costs.

Ambuja Cements: HSBC maintains Buy on Ambuja Cements with Target Price Rs 670, citing strong limestone reserves and growth optionality at Sanghi assets, management’s focus on improving ROI from existing assets, and margin expansion potential at an attractive ~12.4x FY27E EV/EBITDA valuation.

Lupin: USFDA Inspection At Lupins Ankleshwar Plant Ends With Two Observations.

Airtel: Data Center Unit Nxtra Aims to Secure $1 Billion Funding - ET

Avenue Supermarts: Opens 8 New Dmart Stores, Bringing Total To 461

Bajaj Auto: Cos Arm Baih BV Pays Off €480 Million Loan, Ends Contracts With Citigroup And Standard Chartered, Also Makes Part Payments To JPMorgan And DBS

Ultratech Cement: Will Buy A 26.2% Share In Sunsure Solarpak Thirty Eight Private Limited For Up To ₹6.72 Crore To Ensure Solar Power Supply And Fulfill Green Energy Requirements

Yes Bank: Names Mr. Vinay Muralidhar Tonse As New MD & CEO, Previously Held Position At SBI From November 2023 To November 2025

Dr. Reddys: DOJ Concludes Inquiry Into Foreign Corrupt Practices Act For Co Without Recommending Any Action

Tata Power: Partners With Salesforce to Accelerate Indias Transition to Clean Energy

United Spirits: Analysts Believe Karnatakas Policy Is Not Significantly Beneficial For United Spirits.

SHRIRAM FINANCE LTD.: RS. 138.88 CRORES NSE BLOCK TRADE; FOR ~ 1,358,864 SHARES, AT RS. 1022.00

Infosys: Vanguard To Take Infosys Employees Back To Rollback Partnership With Company - Mc

Tata Motors PV: To Reduce Sanand Production By 50%, Reports Informist Media

INDIAN OIL CORPORATION LTD: BOARD DECLARES 2ND INTERIM DIVIDEND OF ₹2.00 PER SHARE

TATA Consumer: CFO States They Will Keep Seeking Ways to Increase Prices Through Better Product Quality and Mix - MC

Tata Consumer: CFO Ashish Goenka States Focus Will Be On Volume Growth Rather Than Price Increases - MC

HCL Technologies: Acquires Entire Stake In Finergic Solutions Based In Singapore.

Reliance Industries: Subsidiary Reliance Consumer Products Partners With Fazer For Premium Chocolate Production In India.

Dixon Technologies: Block Trade Done for ₹120.59 Crores Involving About 119,088 Shares at ₹10,126 Each.

AXIS BANK LTD.: RS. 199.67 CRORES NSE BLOCK TRADE; FOR ~ 1,503,910 SHARES, AT RS. 1327.70

ICICI BANK LTD.: RS. 66.95 CRORES NSE BLOCK TRADE; FOR ~ 504,832 SHARES, AT RS. 1326.20

Reliance: Jios IPO Postponed Due To Regulatory Issues As Government Delays Listing Rules. -BBG

TUBE INVESTMENTS OF INDIA LTD.: RS. 196.50 CRORES NSE BLOCK TRADE; FOR ~ 715,109 SHARES, AT RS. 2747.90

STATE BANK OF INDIA: RS. 80.90 CRORES NSE BLOCK TRADE; FOR ~ 702,295 SHARES, AT RS. 1152.00

Hindustan Aeronautics: IAF SU-30 MKI Crashes In Assam, Resulting In Deaths Of Two Pilots.

Persistent Systems Ltd.: Rs. 47.55 Crores NSE Block Trade; for ~ 100,081 Shares, at Rs. 4751.20

TUBE INVESTMENTS OF INDIA LTD.: RS. 55.69 CRORES NSE BLOCK TRADE; FOR ~ 201,180 SHARES, AT RS. 2768.20

Bharti Airtel Ltd. Conducts Block Trade Of Rs. 96.94 Crores For Approximately 512,913 Shares At Rs. 1890.00

Commodity Cost Index Rises 20% Compared To 3Q, Leading To 200 Basis Points Margin Decline. Market Share Falls To 40% According To Vahan, With Middle East Accounting For 13-15% Of Exports (Maruti Suzuki).

IndusInd Bank: SEBI Gathers 1.7 TB Of Emails In IndusInd Bank Insider Trading Investigation; SAT Denies Former Deputy CEOs Request For Access

Dr Reddy: Goldman Sachs maintains Neutral ratings on Dr Reddy with a target price of Rs 1,225.

Maruti: HSBC maintains Buy ratings on Maruti, cuts target price to Rs 17,400.

Tata Consumer: Nuvama on Tata Consumer Maintain Buy with target price of ₹1,500

Asian Paints: HSBC On Asian Paints Target Price Cut To ₹2,600 From ₹2,900

Interglobe: UBS on Interglobe Buy, TP cut to Rs 5480

Interglobe: JPM on Interglobe Neutral, TP Rs 4630

Infosys: Jefferies on Infosys Hold, TP Rs 1290

Shriram Finance: Jefferies on Shriram Finance Buy, TP Rs 1220

HSBC on Maruti-Maintain Buy; Cut TP to Rs 17400 from Rs 18000 (RM Costs Higher)

UBS on IndiGo-Maintain Buy; Cut TP to Rs 5480 from Rs 6170

PB Fintech Sees Block Trade Of ₹694.65 Crores For Approximately 4,840,439 Shares At ₹1,435.10 In Pre-Open Session.

TCS: Co Is In Advanced Talks With Major Tech Giants For More AI Data Centres In India, Signalling A Commitment To Reshaping Its Business Model To Capitalise On The Emerging Technology -FE

Jio Financial Services: Invests ₹147.45 Cr in Allianz Jio Reinsurance Limited by Buying 14.74 Cr Equity Shares, Bringing Total Investment to ₹150 Cr

BAJAJ AUTO: KTM AG Pays Off All Obligations To BAIH BV Under Facility Agreement

Bank Of Baroda: Issues And Allocates Bonds Worth 100 Billion Rupees

TCS: Co-CEO Reports Ongoing Talks for Additional Data Centers in India

TATA MOTORS PASSENGER VEHICLES: UK JLR FEB TOTAL SALES 2,428 UNITS VS 2,084 UNITS (YOY)

Coal India: Axis Capital Questions Coal Indias Ability To Boost Coal Demand As Power Needs Fall In India.

Persistent Systems: Opens Innovation Center in Melbourne to Boost Enterprise Modernization and AI Adoption, Enhancing ANZ Growth Strategy with Focus on AI Innovations.

Tech Mahindra: Teams Up With Microsoft To Create Agentic AI Platform For Telecom And Data Mesh Changes.

ICICI BANK LTD.: RS. 73.37 CRORES NSE BLOCK TRADE; FOR ~ 540,789 SHARES, AT RS. 1356.70

IndusInd Bank: Banks Treasury Head Reportedly Set to Leave the Bank - ET Sources

Rising Freight Costs Increase Logistics Expenses, Hurting Margins For Exporters Shipping Containers To Africa, ( Major Two-Wheeler Exports By Bajaj Auto ).

Increased Freight Costs Impact Logistics Expenses and Reduce Profit Margins for Exporters Sending Containers to Africa. (M&M - Strong Tractor Exports to Africa)

Increased Freight Costs Impact Logistics Expenses and Reduce Profit Margins for Exporters Sending Containers to Africa. (M&M - Strong Tractor Exports to Africa)

GAIL: Announces Force Majeure Due to Strait of Hormuz Restrictions and Potential Shutdown of Ras Laffan Facility

GAIL (India) Ltd: Gets Notice From Petronet LNG Indicating Force Majeure Because Of Sea Restrictions And Conflicts In Qatar; LNG Supply To GAIL Cut To Zero Starting March 4, 2026.

DLF LTD.: RS. 58.65 CRORES NSE BLOCK TRADE; FOR ~ 1,010,742 SHARES, AT RS. 580.25

HDFC BANK LTD.: RS. 74.84 CRORES NSE BLOCK TRADE; FOR ~ 858,345 SHARES, AT RS. 871.95

Godrej Consumer Products Ltd. Sees Block Trade Of ₹112.74 Crores For Approximately 1,002,737 Shares At ₹1,124.30 Each.

State Bank Of India Executes Block Trade Of ₹360.06 Crores For Approximately 3,080,585 Shares At ₹1168.80.

Maruti Suzuki India Ltd. Sees NSE Block Trade Worth Rs. 106.97 Crores For Approximately 75,244 Shares At Rs. 14,217.00

Oil & Natural Gas Corporation Ltd.: Rs. 22.18 Crores NSE Block Trade; for ~ 777,381 Shares, at Rs. 285.35

SBI LIFE INSURANCE COMPANY LTD.: RS. 67.61 CRORES NSE BLOCK TRADE; FOR ~ 351,294 SHARES, AT RS. 1924.60

TATA Steel: Company Confirms ₹11,000 Crore Investment Plan In Jharkhand For High-Quality Steel; Plans Include Expanding Tinplate And Combi Mill; Ongoing Review Of Sustainability Efforts.

State Bank Of India Sees Block Trade Of Rs. 23.67 Crores For Approximately 201,376 Shares At Rs. 1175.50

Cholamandalam Investment and Finance Company Ltd. Sees Block Trade of Rs. 27.68 Crores for Approximately 165,509 Shares at Rs. 1672.60.

RELIANCE INDUSTRIES LTD.: RS. 97.50 CRORES NSE BLOCK TRADE; FOR ~ 710,172 SHARES, AT RS. 1372.90

Havells India: Motilal Oswal on Havells India Maintain Neutral with a target price of Rs 1,490

Hindustan Aeronautics: Morgan Stanley on Hindustan Aeronautics Maintain Underweight with a target price of Rs 3,355

Coal India: Citi on Coal India New Target Price of Rs 430 vs Rs 415 Earlier

Adani Ports: JP Morgan on on Adani Ports Initiate OW , Target Price Rs 1944

Coforge: Kotak Inst Eqt On Coforge – Buy, Target Price cut to Rs 1620 from Rs 2250

Tech Mahindra: Kotak Inst Eqt On Tech M – Buy Target Price cut to Rs 1615 from Rs 2000

HCL Tech: Kotak Inst Eqt On HCL Tech – Reduce, Target Price cut to Rs 1425 from Rs 1680

Wipro: Kotak Inst Eqt On Wipro – Sell, Target Price cut to Rs 190 from Rs 240

INFOSYS: Kotak Inst Eqt On INFOSYS – Buy, Target Price cut to Rs 1530 from Rs 1900

TCS: Kotak Inst Eqt On TCS – Buy, Target Price cut to Rs 3090 from Rs 3675

Persistent Systems: Kotak Inst Eqt Upgrade the rating of Persistent Systems to REDUCE from SELL, Target Price Rs 4615 from Rs 5900

Bajaj Finance: Kotak Inst Eqt on Bajaj Finance ADD, Target Price Rs 1100

Lupin: Goldman Sachs on Lupin Neutral, Target Price Rs 2275

Sun Pharma: Goldman Sachs on Sun Pharma Sell, Target Price Rs 1550

L&T: Motilal Oswal on L&T Buy, Target Price cut to Rs 4400 from Rs 4600

L&T: Jefferies on L&T Buy, Target Price cut to Rs 4500 from Rs 4715

Hindustan Unilever: Co Sells Shares In NutritionLab For INR 3 Billion

SBI Life Insurance: Co Receives Tax Order Reducing Demand From ₹5,317.18 Cr To ₹470.88 Cr

ICICI Lombard: Co Purchases Shares Valued At ₹40 Crore From Reliance Industries.

Persistent Systems: Sells Entire Stake in Persistent Systems Poland Spółka Z O.O. to Aepona Group Limited for PLN 8.82 Million During Internal Restructuring

DLF: Supreme Court Orders Investigation Into DLF Home Developers Case Set For February 25, 2026, Co States Case Is Currently Under Supreme Court Review, DLF Home Developers Gave Possession Of 624 Apartments With Utilities In 2017

Hindustan Unilever: Company Finalizes Sale Of 19.8% Stake In Nutritionalab For ₹307 Crore

HDFC Bank: Faces Concerns From Whistleblower, RBI Notes Issues Amid Senior Management Exits.

RELIANCE INDUSTRIES LTD.: RS. 57.26 CRORES NSE BLOCK TRADE; FOR ~ 424,558 SHARES, AT RS. 1348.80

Indigo: Starts Flights To Athens, Muscat, Jeddah, And Madinah.

Mahindra & Mahindra: States That It Has Not Received Any Message From Indonesia Regarding Order Suspension.

DLF: SC Directs CBI Investigation Into Alleged Issues In DLFs Gurgaon Project "The Primus DLF Garden City. - TOI

DLF LTD.: RS. 64.62 CRORES NSE BLOCK TRADE; FOR ~ 1,141,811 SHARES, AT RS. 565.95

DLF Ltd.: Rs. 36.39 Crores NSE Block Trade; for ~ 642,811 Shares, at Rs. 566.05

Major Hospitals Could See Revenue Hit Due To Iran War -- Total Revenue Of Top Hospitals From International Patients Is 8–9% (Apollo Hospitals, Max Healthcare Institute)

DIVIS LABORATORIES LTD.: RS. 56.53 CRORES NSE BLOCK TRADE; FOR ~ 89,698 SHARES, AT RS. 6302.50

DLF Ltd.: Rs. 23.76 Crores NSE Block Trade; for ~ 415,881 Shares, at Rs. 571.40

HINDUSTAN AERONAUTICS LTD.: RS. 121.98 CRORES NSE BLOCK TRADE; FOR ~ 312,492 SHARES, AT RS. 3903.60

InterGlobe Aviation: Cancels Over 500 Flights to Middle East Because of Airspace Restrictions and Is Continuously Watching Revenue and Flight Timetables.

Wipro: Co To Lose Upto $100mn Business As Accenture Wins Work From Cosmetics Major Estée Lauder

ICICI Bank Ltd.: Rs. 33.41 Crores NSE Block Trade; for ~ 248,138 Shares, at Rs. 1346.40

Bharti Airtel Ltd.: Rs. 38.17 Crores NSE Block Trade; for ~ 208,310 Shares, at Rs. 1832.50

HDFC BANK LTD.: RS. 60.11 CRORES NSE BLOCK TRADE; FOR ~ 703,151 SHARES, AT RS. 854.90

Eternal: Kotak retains Buy ratings on Eternal, cuts target price to Rs 375.

Tata Consumer: Goldman Sachs maintains Buy ratings on Tata Consumer for target price of Rs 1,425

RIL: CLSA on RIL O-P, target price Rs 1800

L&T: CLSA on L&T O-P, target price Rs 4842

L&T: Macquarie on L&T O-P, target price Rs 4910

GCPL: Morgan Stanley on GCPL Downgrade to EW, target price cut to Rs 1159 from Rs 1315

Marico: Morgan Stanley on Marico Upgrade to OW, target price raised to Rs 934 from Rs 788

Cummins India: HSBC on Cummins India Buy, target price Rs 5300

Avenue Supermart: HSBC on Avenue Supermart Reduce, target price Rs 3500

Persistent Systems: US Step-Down Subsidiary Merged Into Fully Owned Subsidiary to Improve Operations.

CLSAs outperform call on Reliance: Target price at ₹1,800/sh

CLSAs outperform call on L&T: Target price at ₹4,842/sh

MorganStanley Downgrade GodrejCons to equal-weight call, target price at ₹1,159/sh

MorganStanley Upgrade Marico to overweight call, target price at ₹934/sh

HAL: Secures ₹2,901 Crore Deal To Deliver 6 ALH MK-III Maritime Helicopters To Indian Coast Guard

Dixon Technologies: Co. Finalizes Joint Venture With Longcheer; Invests ₹7.39 Crore For 74% Ownership In Dixel Infocom.

MAHINDRA & MAHINDRA: CO HAS NOT RECEIVED ANY COMMUNICATION FROM INDONESIA ABOUT SUSPENSION OF ORDER FOR SUPPLY OF VEHICLES

Lupin: Maharashtra GST Department Finishes Inspection With No Negative Findings; No Effect On Cos Financials

Cipla: Forms 60:40 Joint Venture With Kemwell Biopharma To Create And Market Biologic Products, Both Partners To Invest Up To 100 Million Rupees

Cipla: New Subsidiary Established in Saudi Arabia

Adani Enterprises: KCL Sells Its Complete 50% Share in Praneetha Ecocables

Power Grid Corp: Sebi Granted Relaxation Sought By Company For Certain Regulations

Indigo: Airline Introduces Daily Direct Flights From Kolkata To Shanghai

Adani Enterprises Limited: Updates Share Purchase Deal Date For Adani Defence Systems & Technologies Ltd With Punj Lloyd Aviation Ltd To February 28, 2026.

Adani Ports: February 2026 Cargo Operations Show Strong Growth With 42.5 MMT Handled (+16% Year-Over-Year); Year-To-Date Cargo Reaches 454.7 MMT (+11% Year-Over-Year); Container Volume Increases By 20% Year-Over-Year.

INFO EDGE (INDIA) LTD.: RS. 51.53 CRORES NSE BLOCK TRADE; FOR ~ 515,697 SHARES, AT RS. 999.20

HINDUSTAN AERONAUTICS LTD.: RS. 100.41 CRORES NSE BLOCK TRADE; FOR ~ 255,119 SHARES, AT RS. 3936.00

L&T: Macquarie Reports Damage To Ongoing Infrastructure And Hydrocarbon Projects, Leading To Cancellations And Delays For Co.

L&T: Macquarie Warns That Worker Safety And Mandatory Evacuations May Delay L&Ts Projects, Posing A Risk To Companys Profit Margins Due To Changing Situations In The Gulf Region.

M&M: Mitsubishi Mahindra Agricultural Machinery Co. To Exit Agricultural Machinery Business But Will Continue Parts Supply And Warranty Services; Liquidation Process To Begin For Other Operations.

TCS: Co Expands Partnership With Zscaler To Launch AI-Enabled TCS Workspace Experience Studio; Combines Zero Trust Security, Observability, And Experience Analytics; Aims For USD 8 Billion Opportunity In Digital Workspace Market Over Next Five Years

TUBE INVESTMENTS OF INDIA LTD.: RS. 131.15 CRORES NSE BLOCK TRADE; FOR ~ 473,477 SHARES, AT RS. 2770

HINDUSTAN AERONAUTICS LTD.: RS. 122.59 CRORES NSE BLOCK TRADE; FOR ~ 310,936 SHARES, AT RS. 3942.70

Tech Mahindra: Co And Orange Business Team Up To Boost Global Digital Transformation For Businesses, Emphasizing AI, Automation, And Secure Digital Solutions.

Air India Will Soon Restart All Flight Services ( INDIGO ).

HINDUSTAN AERONAUTICS LTD.: RS. 254.36 CRORES NSE BLOCK TRADE; FOR ~ 644,810 SHARES, AT RS. 3944.80

Indigo: Airline Cancels 162 Flights To Middle East, Europe, and UK.

HINDUSTAN AERONAUTICS LTD.: RS. 60.03 CRORES NSE BLOCK TRADE; FOR ~ 152,481 SHARES, AT RS. 3937.00

L&T: JM Financial Says Has 37% Of Its Orders From The Middle East And 33% From Orders Received In The First Nine Months Of FY26.

BAJAJ AUTO: FEB TOTAL SALES 448,259 UNITS VS 352,071 UNITS (YOY); EST 462,020

Vedanta: Selected as Top Bidder for Karnapodikonda Bauxite Block in Odisha Lease Auction, a 532.75-Hectare G2 Block to Enhance Aluminium Production Through Backward Integration Following State Governments Tender Process

PB Fintech: Forms Paisa Financial Services for Collection Operations

Lupin: Nanomi B.V. Delays Purchase of Visufarma B.V.; Deal Now Anticipated to Finalize in April 2026, Awaiting Required Approvals

Tata Steel: Sells Jajpur Ferro Alloy Plant To Indian Metals & Ferro Alloys For ₹610 Crore

BEL: Declares Dividend Of ₹1.95 Per Share

GAIL (India): Company Plans 178.2 MW Wind Project in Maharashtra with ₹1,736 Crore Investment Over Two Years

Canara Bank: To Issue 50 Billion Rupees In Basel III Compliant Tier II Bonds, Series I

PFC: PFC Consulting Transfers Subsidiary Saswad Transmission To Maharashtra State Electricity For ₹3.79 Crore After Winning Bidding Process

Lupin: Gets Satisfactory Establishment Inspection Report From US FDA For Goa Facility, With Voluntary Action Indicated.

Max Healthcare Institute Ltd.: Rs. 22.14 Crores NSE Block Trade; for ~ 202,072 Shares, at Rs. 1095.50

DIXON TECHNOLOGIES (INDIA) LTD.: RS. 53.05 CRORES NSE BLOCK TRADE; FOR ~ 50,499 SHARES, AT RS. 10505.00

Federal Bank: Today At 3pm MSCI February Rejig Stock To See Borderline Inclusions Of USD 454M (Rs 41.3B)

JSW Steel: Today At 3pm MSCI February Rejig Stock To See Weight Up Of USD 134M (Rs 12.2B)

AU SFB: Today At 3pm MSCI February Rejig Stock To See Weight Up Of USD 172M (Rs 16B)

HDFC BANK LTD.: RS. 94.68 CRORES NSE BLOCK TRADE; FOR ~ 1,063,497 SHARES, AT RS. 890.30

Bajaj Auto: Bajaj Mobility Ag Reports KTM Ag Obtains €550M or ₹5900 Crore Refinancing Loan From International Banking Group, Loan Unsecured With A 5-Year Duration And Low To Mid-Single-Digit Interest Rate.

Bernstein maintains Outperform ratings on PB Fintech for target price of Rs 2,200.

Bernstein maintains Underperform ratings on Bajaj Finance, hikes target price to Rs 840.

Jefferies maintains Hold ratings on HCL Tech for target price of Rs 1,390.

REC: Company Unit Umred Power Transmission Sold To Mahatransco For ₹2.34 Crore Through TBCB Method.

Tata Steel: Invests $264 Million in 261.90 Million Equity Shares of Its Subsidiary T Steel Holdings Pte. Ltd.

Jio Financial Services: Invests ₹1,999.88 Crore In Fully Owned NBFC Subsidiary Jio Credit Limited Through Equity Share Subscription At A Premium To Support Business Activities

Larsen & Toubro: Buys 5.6 Million Units Of Capital Infra Trust At 69.50 Rupees Each Through Bulk Deal

IOC: Will Discuss Second Interim Dividend On March 6

Bharat Petroleum Corp: Establishes New Unit In Singapore For Oil And Natural Gas Trading

Bharat Petroleum Corp: Creates New Subsidiary Bharat Petroleum Global Energy Services (Singapore) For Global Oil And Gas Trading

HCL Technologies: Company Partners With IIT Kanpur To Boost Deep Tech Innovation For Global Centers, Emphasizing AI, Robotics, And Future Technologies; Collaboration Will Support Research-Focused Innovation And Speed Up Product Launches.

Indigo: Delhi Airport denies any changes on Runway or operational close on Delhi Airport

Indigo: Delhi Airport will be shut till midnight for operational work on Runway: NDTV profit

Indigo: All Indigo Flights Are Cancelled At Delhi Airport Till Midnight

INDUSIND BANK LTD.: RS. 59.94 CRORES NSE BLOCK TRADE; FOR ~ 630,725 SHARES, AT RS. 950.40

Cholamandalam Investment And Finance Company: Executive Chairman Vellayan Subbiah Assures Ongoing Position Amid Unfounded Exit Rumors; Management Control And Ownership Structure Remain Unchanged.

TVS Motor Company: Expands into South Africa with 7 New High-Performance Models in Collaboration with Nexus Collective, Focused on Creating a Strong Distribution Network and Long-Term Value.

Yes Bank: Bank Takes Stringent Measures To Safeguard Impacted Multicurrency Prepaid Forex Card.

Yes Bank: Responds To Media Reports About Unauthorized Transactions On Multi-Currency Prepaid Forex Cards; 688 Fraudulent Transactions Were Blocked, Protecting USD 0.1 Million; The Bank Confirms No Major Impact.

CHOLAMANDALAM INVESTMENT AND FINANCE COMPANY LTD.: RS. 51.73 CRORES NSE BLOCK TRADE; FOR ~ 303,724 SHARES, AT RS. 1703.20

LARSEN & TOUBRO LTD.: RS. 73.43 CRORES NSE BLOCK TRADE; FOR ~ 171,087 SHARES, AT RS. 4291.90

Axis Bank: Apple Discusses Partnership With Axis Bank For Launching Payment Services In India

Apple In Discussions With Banks To Launch Payment Service In India - BBG

Bajaj Auto Ltd: Clarifies About Partnership With VDO.AI And Dentsu India For Triumph Motorcycles Campaign; No Significant Impact On The Company; No Hidden Information That Could Affect Stock Price.

NTPC: Subsidiary Starts Commercial Operations of 50 MW From Dayapar Wind Energy Project Phase-II; Total Capacity Rises to 9,201.08 MW.

ICICI BANK LTD.: RS. 69.87 CRORES NSE BLOCK TRADE; FOR ~ 498,831 SHARES, AT RS. 1400.60

Cholamandalam Investment: Vellayan Subbiah To Leave Cholamandalam Will Focus On Tube Investments And CG Power - MC

Coforge: Forms Strategic Partnership With VHC Health To Improve Provider Experience By Offering Digital And IT Services Such As Cloud, Cybersecurity, And AI Operations.

BHARTI AIRTEL LTD.: RS. 135.42 CRORES NSE BLOCK TRADE; FOR ~ 703,267 SHARES, AT RS. 1925.60

Yes Bank: After Forex Breach RBI Has Summon Yes Bank Executives For Forex Card Breach

AXIS BANK LTD.: RS. 154.80 CRORES NSE BLOCK TRADE; FOR ~ 1,107,186 SHARES, AT RS. 1398.10

Dr Reddys: Dam Cap Flags Possible Delay In Semaglutide Launch In Canada, Sandoz Sees Potential H2 Cy26 Timeline; Brazil/canada Approvals May Slip Vs H1 Cy26 Guidance

ETERNAL: RS 2443.2CR BSE BLOCK TRADE; FOR ~98894853 SHARES, AT RS 247.05

IDFC First Bank: BOFA Sec on IDFC First Bank Downgrade to Neutral, target price cut to Rs 75 from Rs 95

SBI: CLSA on SBI O-p, Target Price Rs 1275

Yes Bank: Multi-Currency Prepaid Forex Card, launched with BookMyForex, Saw Unexplained Drop In Transactions.

M&M: Nuvama on M&M Maintain Buy with Target Price of Rs 4,400

M&M: HSBC on M&M – Buy, Target Price Rs 4150

Yes Bank: Implements Strict Steps To Protect Affected Multi-Currency Prepaid Forex Card

Reliance Industries: Allocates Shares Valued At 5.97 Billion Rupees To Reliance Enterprise Intelligence And 2.57 Billion Rupees To Facebook Overseas, With 70% Of Reliance Enterprise Intelligence Owned By Reliance And 30% By Facebook

TATA Consultancy Services: Forms Partnership With GitLab For AI Software Management

SBI Life: Announces Approval For Dividends Of 2.70 Rupees Per Share

STATE BANK OF INDIA: RS. 125.37 CRORES NSE BLOCK TRADE; FOR ~ 1,042,665 SHARES, AT RS. 1202.40

Bharat Electronics: Secures Orders Valued At ₹733 Crore For Various Products Including TR Modules, Communication Gear, Encryptors, Radars, Jammers, Software, Test Equipment, Upgrades, Spares, And Services.

HDFC BANK LTD.: RS. 91.85 CRORES NSE BLOCK TRADE; FOR ~ 1,014,139 SHARES, AT RS. 905.70

Vedanta: Board Gives Green Light for ₹3,000 Crore NCDs to Be Sold Privately; Set to List on BSE.

United Spirits: Diageos Organic Operating Profit Growth Remains Unchanged.

United Spirits: Diageos Organic Sales Fall -2.8%, Below Estimates of -1.8%.

Tata Consultancy Services: Partners With GitLab To Speed Up Software Innovation Through AI-Driven Orchestration, Emphasizing DevSecOps Lifecycle And Business Transformation.

United Spirits: Global Parent Co Diageo Reports 2-3% Drop in Organic Sales Due to Weak Global Demand.

IndusInd Bank: Launches New UPI Processing System For Quicker Transactions And Minimal Technical Issues.

HDFC BANK LTD.: RS. 183.87 CRORES NSE BLOCK TRADE; FOR ~ 2,014,269 SHARES, AT RS. 912.85

Coforge: Co Signs $158 Million Or 1,400 Cr Rs Contract With UK Client For 5 Years.

Coal India: SECLs Arm Finds Seven Mine Dumps for Rare Earth Exploration - MC

Bank Of Baroda: Fitch Reaffirms Rating Of Bank Of Baroda And Bank Of Baroda New Zealand At BBB-, Upgrades Viability Rating To BB

INTERGLOBE AVIATION LTD.: RS. 100.84 CRORES NSE BLOCK TRADE; FOR ~ 203,915 SHARES, AT RS. 4945.20

NTPC: Completes Purchase Of Sinnar Thermal Power With Mahagenco; Deal Approved By NCLT Resolution Plan; Total Capacity Reaches 88,132 MW.

ICICI BANK LTD.: RS. 112.53 CRORES NSE BLOCK TRADE; FOR ~ 803,361 SHARES, AT RS. 1400.70

Larsen & Toubro: Secures Big EPC Contracts For Power Transmission Projects In India And Overseas; Contracts Include Two 220 kV Substations In West Bengal And Five Substations Along With 250 KM Transmission Lines In The Middle East Worth 50 Billion To 100 Billion Rupees.

ICICI BANK LTD.: RS. 55.90 CRORES NSE BLOCK TRADE; FOR ~ 399,521 SHARES, AT RS. 1399.10

INFOSYS LTD.: RS. 60.20 CRORES NSE BLOCK TRADE; FOR ~ 461,871 SHARES, AT RS. 1303.30

ICICI BANK LTD.: RS. 85.41 CRORES NSE BLOCK TRADE; FOR ~ 611,568 SHARES, AT RS. 1396.50

CUMMINS INDIA LTD.: RS. 61.75 CRORES NSE BLOCK TRADE; FOR ~ 125,252 SHARES, AT RS. 4930.30

Macquarie on JSW Steel – O-P – TP Rs 1319

BoFA Sec on Hindalco Buy, TP Rs 1050

BoFA Sec on Vedanta Upgrade to Buy from Neutral, TP Raised to Rs 840 from Rs 480

Bernstein on Eternal – O-P, TP Rs 370

CITI on DR Reddys Sell, TP Rs 1070

CLSA on HAL O-P, TP Rs 5436

MS on Adani Power OW, TP Rs 173

Nuvama on Pidilite Buy, TP Rs 1915

CLSA On Avenue Supermarts; Maintain High Conviction Outperform;TP of Rs 6185.

Jefferies On Adani Enterprises; Maintain Buy, TP of Rs 2750

CLSA On Tata Consultancy Services; Maintain Outperform; target price of Rs 3,593

Adani Ports: Co Gets $197 Million From Early Tenders In USD Bond Buyback To Improve Liabilities.

Motherson: Company Sets Up Renewable Energy Unit MESNL For Captive Power Plan

Samvardhana Motherson: co Forms MESBL for Renewable Energy Work in Maharashtra

POWERGRID: co Gets CCEA Approval To Raise Equity Investment Limit Per Subsidiary From Rupees 5,000 Crore To Rupees 7,500 Crore While Keeping The Net Worth Cap At 15%.

Persistent Systems: Company Indicates Ongoing Search For Growth But No Immediate M&A Deals Are Pending

Adani Ports: CO Subsidiary Astro Offshore Has Been Incorporated

Lupin: Company Gets FDA Approval For Brivaracetam Oral Solution, Estimated U.S. Sales Of $135 Million

Infosys: CSX Updates Its Data Platform Through Partnership With Infosys and Microsoft

Powergrid Corp: Powergrid Narela Transmission Finishes Project Successfully

Hindalco: Novelis Signs Deal With AV Minerals To Sell 1.3 Million Shares For $200 Million

Dr Reddys Lab: Reports No Enforcement Action After SEC Investigation Concludes

India Cabinet Agrees to Increase Investment Limit for Power Grid Corp. (Power Grid Corporation.)

IDFC First Bank: The Bank Remains Committed To Working Together With The Relevant Haryana Government Departments And The Law Enforcement Agencies, To Pursue Actions Against The Perpetrators Of The Fraud And Look Forward To Recovering Our Due

IDFC First Bank: Confirms Full Payment Of Principal And Interest To Haryana Government, Totaling INR 583 Crore

Haryana Minister States IDFC First Bank Fraud Money Has Been Completely Recovered

Shree Cement: Company Launches Clinker Production Section With 3.65 MTPA Capacity At Kodla; Total Clinker Capacity At Kodla Reaches 7.15 MTPA

HCL TECHNOLOGIES LTD.: RS. 76.83 CRORES NSE BLOCK TRADE; FOR ~ 576,406 SHARES, AT RS. 1333.00

INFOSYS LTD.: RS. 63.93 CRORES NSE BLOCK TRADE; FOR ~ 503,921 SHARES, AT RS. 1268.60

BHARTI AIRTEL LTD.: RS. 60.15 CRORES NSE BLOCK TRADE; FOR ~ 310,056 SHARES, AT RS. 1940.00

LARSEN & TOUBRO LTD.: RS. 68.13 CRORES NSE BLOCK TRADE; FOR ~ 155,140 SHARES, AT RS. 4391.70

Tata Motors PV: Jaguar Land Rover Sales In Europe Dropped 13% Compared To Last Year

Larsen & Toubro: Company Secures Major Contract For LIGO India Observatory From Department Of Atomic Energy; Project Involves Engineering, Procurement, And Construction With A 48-Month Deadline, Valued Between 10B To 25B Rupees.

CLSA on Wipro TP reduced from Rs 231 to Rs 218/share (Hold)

CLSA on Tech Mahindra TP reduced from Rs 1810 to Rs 1698/share (Outperform)

CLSA on TCS TP reduced from Rs 3593 to Rs 3333/share (Outperform)

CLSA on Persistent Systems TP reduced from Rs 8865 to Rs 8058/share (Outperform-High Conviction)

CLSA on Infosys TP reduced from Rs 1779 to Rs 1653/share (Outperform)

CLSA on HCL Tech TP reduced from Rs 1661 to Rs 1506/share (Hold)

CLSA on Coforge TP reduced from Rs 2426 to Rs 2278/share (Outperform-High Conviction)

CLSA on ITC O-P, TP cut to Rs 367 from Rs 485

Jefferies on Eternal Maintain Buy, TP Rs 480 per share.

CITI on Bharti Airtel Buy, TP Rs 2380

Nomura on Adani Port - Buy, TP Rs 1850

Morgan Stanley remains bullish on Bharti Airtel, maintains Overweight with target price at ₹2,450

Morgan Stanley maintains Overweight ratings on IOCL for target price of Rs 219.

Adani Power: Company Secures 558 MW Power Purchase Agreement from TNPDCL at ₹5.91 Per Unit

Bharti Airtel: To Invest ₹20,000 Crore In NBFC Airtel Money, With 70% From Airtel And 30% From Bharti Enterprises

Bharat Petroleum Corp: Faces Tax Demand Of ₹1,816.65 Crores From Central Tax Commissioner

Lupin: Gets European Commission Approval For Biosimilar Ranibizumab; Sandoz To Market Product In EU, Excluding Germany; Confirms Companys Dedication To Affordable Biologic Treatments

Hindustan Aeronautics: Co States LCA Tejas Did Not Crash; It Was A Small Technical Problem While On The Ground; Company Collaborating With IAF To Fix The Issue.

Vedanta: Co Has Cut Its Aluminium Business Outlook, Lowering Fy Ebitda Guidance From Over $4 Billion To About $2.7 Billion. Revised Projections Stand At $3.6 Billion For Fy27 And $4.1 Billion For Fy28, Reflecting Slower Production And Earnings Growth Than Earlier Expected.

BAJAJ FINANCE LTD.: RS. 421.63 CRORES NSE BLOCK TRADE; FOR ~ 4,053,140 SHARES, AT RS. 1040.25

Tata Consultancy Services: Teams Up With ServiceNow To Speed Up AI Use In Businesses; Aims To Create Industry-Specific AI Solutions To Improve Workflows; Investing In Co-Innovation Labs And Integrated Market Programs.

RBI States No Systematic Risk from IDFC First Bank Fraud ( IDFC First bank )

ITC LTD.: RS. 52.94 CRORES NSE BLOCK TRADE; FOR ~ 1,626,085 SHARES, AT RS. 325.55

IDFC First Bank Ltd.: Rs. 40.08 Crores NSE Block Trade; for ~ 5,974,176 Shares, at Rs. 67.09

IDFC FIRST BANK LTD.: RS. 109.74 CRORES NSE BLOCK TRADE; FOR ~ 16,428,815 SHARES, AT RS. 66.80

IDFC FIRST BANK LTD.: RS. 101.10 CRORES NSE BLOCK TRADE; FOR ~ 15,096,599 SHARES, AT RS. 66.97

IDFC First Bank Ltd.: Rs. 41.53 Crores NSE Block Trade; for ~ 5,905,570 Shares, at Rs. 70.33

IDFC FIRST BANK LTD.: RS. 82.09 CRORES NSE BLOCK TRADE; FOR ~ 12,080,563 SHARES, AT RS. 67.95

IDFC FIRST BANK LTD.: RS. 152.99 CRORES NSE BLOCK TRADE; FOR ~ 21,914,749 SHARES, AT RS. 69.81

Hindustan Aeronautics: IAF Has Grounded All MK1 32 Fleets As Precautinary Measures

IDFC FIRST BANK LTD.: RS. 178.57 CRORES NSE BLOCK TRADE; FOR ~ 25,157,907 SHARES, AT RS. 70.98

Cipla: MS on Cipla UW, Target Price Rs 1211

TCS: Jefferies Downgrade TCS to U-P, Target Price cut tp Rs 2350 from Rs 3485

HCL tech: Jefferies Downgrade HCLT to hold, Target Price cut to Rs 1390 from Rs 1885

Info Edge: Jefferies Downgrade INFO to Hold, Target Price cut to Rs 1290 from Rs 1880

IDFC First: Investec on IDFC First BK Buy, Target Price cut to Rs 92 from Rs 105

IDFC First Bank: Jefferies on IDFC First Bank Buy, Target Price Rs 100

RIL: HSBC on RIL Reiterate Buy, Target Price Rs 1780

Bharti Airtel: HSBC on Bharti Airtel Reiterate Buy , Target Price Rs 2400

Tech Mahindra: CLSA on Tech Mahindra O-P Target Price Rs 1810

TVS Motors: Nuvama on TVS Motors Buy, Target Price Rs 4300

Dixon tech: MS on Dixon tech UW, Target Price Rs 8157

Adani Defence & Aerospace And Embraer Renew Enhanced Agreement On FAL, Proposing E175 Assembly Line In India.- BS (Adani Enterprises)

IDFC First Bank: Reports Possible Fraud Of ₹590 Crore At Chandigarh Branch And Starts Forensic Investigation

Cipla: USFDA inspection At Co’s Subsidiary Pharmathen’s Facility Was Classified As Official Action Indicated.

Max Healthcare: Plans To Increase Capacity By Over 8,900 Beds, Adding Approximately 4,600 Beds In The Next 3-4 Years

Max Healthcare: Highlights Potential In New Greenfield Hospitals With High Returns – Plans For About 1,000 Beds In Gurgaon And 550 Beds In Lucknow

HCLTECH: HCLSoftware Finishes Buying AI Data Analyst Startup Wobby

Bharti Airtel: Zscaler Teams Up With Bharti Airtel To Launch An AI And Cyber Threat Research Center Aimed At Boosting Cybersecurity And Trusted AI Usage

Bajaj Finance: Company Issues 2.5 Lakh Secured Redeemable Non-Convertible Debentures Worth ₹2,500.20 Crore Privately; Debentures Set to Be Listed on BSEs Wholesale Debt Market; Interest Rates of 7.40% and 7.55% Annually.

PB FINTECH LTD.: RS. 76.16 CRORES NSE BLOCK TRADE; FOR ~ 507,536 SHARES, AT RS. 1500.50

MARUTI SUZUKI INDIA LTD.: RS. 69.21 CRORES NSE BLOCK TRADE; FOR ~ 46,129 SHARES, AT RS. 15004.00

TATA Consultancy Services: New Center of Excellence for Autonomous Enterprise Operations Launched with Cisco to Improve Smart and Self-Managed Operations While Cutting Down Operational Challenges.

BHARTI AIRTEL LTD.: RS. 133.86 CRORES NSE BLOCK TRADE; FOR ~ 671,606 SHARES, AT RS. 1993.20

BHARTI AIRTEL LTD.: RS. 64.66 CRORES NSE BLOCK TRADE; FOR ~ 324,795 SHARES, AT RS. 1990.80

IndusInd Bank: Plans To Grow Its Gold Loan Services Across All Branches In The Coming Year.

IndusInd Bank: Grows Gold Loan Network To 500 Branches Across India, Adding 245 Branches For Easier Secured Credit Access; Offers Loans Up To ₹1 Crore With Less Documentation And Attractive Interest Rates.

INTERGLOBE AVIATION LTD.: RS. 59.80 CRORES NSE BLOCK TRADE; FOR ~ 123,784 SHARES, AT RS. 4831.00

DIVIS LABORATORIES LTD.: RS. 50.33 CRORES NSE BLOCK TRADE; FOR ~ 79,936 SHARES, AT RS. 6296.00