Brief India: HSIE Results Daily: Kotak Mahindra Bank, Avenue Supermarts, Bajaj FinServ, Jindal Steel and more
In this briefing: HSIE Results Daily: Kotak Mahindra Bank, Avenue Supermarts, Bajaj FinServ, Jindal Steel PSP Projects Ltd - Strong Execution Momentum to Drive Revenue Growth Indiamart Intermesh Ltd - Weak Quarter; Growth Guidance Remains Intact National Aluminium Co Ltd (NALCO) - Largely Inline Q4; Rich Valuation Caps Material Upside Hindustan Unilever Ltd - Volume-Led Growth with Gradual Demand Recovery 1. HSIE Results Daily: Kotak Mahindra Bank, Avenue Supermarts, Bajaj FinServ, Jindal Steel Kotak Mahindra Bank: Kotak Mahindra Bank’s (KMB) Q4FY26 earnings beat estimates, on account of lower-than-expected provisioning and stable operating performance, alongside steady growth on both sides of the balance sheet Healthy loan growth (16% YoY; 3%QoQ) was driven by mortgages, business banking, and SME segments Deposit growth at 15% YoY (6% QoQ) was strong with CASA ratio clocking in at 43.3% (+196bps QoQ), driven by seasonality in CA balances Content is external broker report sourced from online content aggregator through publicly available sources and is displayed below for general informational purposes only.
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Thyssenkrupp, Jindal Steel Pause Talks on Steel Unit Stake
Thyssenkrupp AG said it and Jindal Steel International agreed to pause talks about the Indian company acquiring a stake in its steel unit.
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Nifty eyes 24,800 after healthy correction; Vinay Rajani picks Jindal Steel and NMDC
Indian equities are showing renewed strength, with Nifty poised for further gains towards 24,800 after a healthy one-third retracement. Analysts highlight broad-based buying and a firm market structure. The steel and metals sector is particularly attractive, with Jindal Steel & Power and NMDC identified as promising investment opportunities for traders.
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Brief India: Primer: Cipla Ltd (CIPLA IN) - Apr 2026 and more
In this briefing: Primer: Cipla Ltd (CIPLA IN) - Apr 2026 Primer: Indus Towers (INDUSTOW IN) - Apr 2026 AI Mania Well Priced: The Semiconductor Trade Turns from Euphoria to Discipline HSIE Results Daily: ICICI Lombard General Insurance, Nuvoco Vistas Corporation Metals (Q4FY26 Results Preview): Steel price recovery to drive margin uptick 1. Primer: Cipla Ltd (CIPLA IN) - Apr 2026 Cipla is strategically positioned for growth, driven by its dominant domestic franchise in chronic therapies, a robust pipeline of complex generics for the US market, and expanding presence in other emerging markets. The company demonstrates strong financial health with consistent revenue growth, improving margins, and a solid track record of cash flow generation, supporting investments in R&D and strategic initiatives. Key risks include persistent pricing pressures in the U.S. generics market and stringent regulatory oversight from bodies like the USFDA, which could lead to operational hurdles and impact earnings.
cityfalcon.com
Brief India: AI Mania Well Priced: The Semiconductor Trade Turns from Euphoria to Discipline and more
In this briefing: AI Mania Well Priced: The Semiconductor Trade Turns from Euphoria to Discipline HSIE Results Daily: ICICI Lombard General Insurance, Nuvoco Vistas Corporation Metals (Q4FY26 Results Preview): Steel price recovery to drive margin uptick Consumer Discretionary (Q4FY26 Results Preview): Q4FY26 – green shoots emerging across segments Primer: Vesuvius India (VI IN) - Apr 2026 1. AI Mania Well Priced: The Semiconductor Trade Turns from Euphoria to Discipline AI boom has lifted all semiconductor stocks to historical peaks; on traditional valuation metrics, nothing screens as cheap, with even cyclicals trading above long-term averages. ROIC vs P/E highlights valuation stretch at the top (Nvidia, ASML), ROIC vs leverage shows balance sheet strength broadly intact, while growth vs returns reveals execution gaps (notably AMD). Preferred positioning: Overweight TSMC and memory; neutral Broadcom/Applied Materials; underweight Nvidia and ASML tactically; AMD remains the least attractive given return profile mismatch. 2.
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