LTTS.NSE News

In this briefing: 3 Indian Aluminium Companies that Will Benefit from Supply Shock! KPIT: Q4FY26 Earnings Preview - Growth Is Reviving Artificial Intelligence (AI): Mapping the Value Chain and Testing Economic Sustainability Varun Beverages: Africa Bets, Volume Surge, and a Summer Built for Growth India-New Zealand FTA: What Lies Beneath The "Once-In-A-Generation" Agreement? 1. 3 Indian Aluminium Companies that Will Benefit from Supply Shock! LME aluminium hit 4-year high near $3,670/t in April 2026, driven by West Asia smelter damage and the Strait of Hormuz blockade. Indian Producers are direct beneficiaries of Supply Shock. All three Indian Producers rallied near Lifetime High. Nalco, Hindalco, and Vedanta posted all-time high profits but valuations have run well above 5-year averages More a stock-picker's market now than a rising-tide trade. Vedanta's demerger, Nalco's expansion and Hindalco's downstream mix are the real differentiators, 2. KPIT: Q4FY26 Earnings Preview - Growth Is Reviving KPIT Technologies (KPIT) 's competitors like Tata Elxsi and L&T Technology (LTTS) have reported improving demand in the automotive segment which suggests that KPIT's Q4FY26 earnings could come out strong.

In this briefing: KPIT: Q4FY26 Earnings Preview - Growth Is Reviving Artificial Intelligence (AI): Mapping the Value Chain and Testing Economic Sustainability Varun Beverages: Africa Bets, Volume Surge, and a Summer Built for Growth India-New Zealand FTA: What Lies Beneath The "Once-In-A-Generation" Agreement? Primer: KEC International (KECI IN) - Apr 2026 1. KPIT: Q4FY26 Earnings Preview - Growth Is Reviving KPIT Technologies (KPIT) 's competitors like Tata Elxsi and L&T Technology (LTTS) have reported improving demand in the automotive segment which suggests that KPIT's Q4FY26 earnings could come out strong. Both Tata Elxsi and LTTS reported positive growth in their automotive vertical after a streak of negative growth for the past few quarters. Even the impact of AI is going to be limited in the automotive segment, as solutions in automotive vertical are mission-critical and highly regulated; however, KPIT's stock has declined significantly. 2. Artificial Intelligence (AI): Mapping the Value Chain and Testing Economic Sustainability AI is real, but the capital cycle is ahead of demand: profits sit in infrastructure, while applications remain under-monetised and structurally weak.

Infosys, Tata Consultancy Services (TCS), LTIMindtree, Coforge, Wipro, and L&T Technology Services are among the major IT players that have all fallen more than 20% on a year-to-date (YTD) basis.

In this briefing: Friday Takeaway—delving a little deeper into UK small caps: 9 Jan 2026 Shenzhen Transsion A/H Listing: Recent Performance Has Much to Be Desired Tech Mahindra Ltd - Deal Win Continues; Robust Growth Outlook Wipro Ltd. - Margin Pressure; Growth Remains Muted HSIE Results Daily: L&T Technology Services 1. Friday Takeaway—delving a little deeper into UK small caps: 9 Jan 2026 The developer of an AI platform for transport corridor analytics has announced that significant new customer contracts have been signed in the USA, Europe and APAC, which are all expected to be expanded. On 17 November, a new contract was announced with V/Line, the statutory authority that operates regional passenger train services in the Northern Corridor and Western Corridor of Australia, totalling 820kms of mainline track and passing loops. The initial contract is for an eight-week rail corridor data capture program using Cordel's Rugged LiDAR, (Light Detecting and Ranging) sensing technology hardware, including high-resolution video aligned to the customer's network model with precise locational information. 2.

Indian conglomerate Reliance Industries reported a 14.3% rise in profit while Jio’s profit grew 12.8% 

Backed by global ER&D growth, the company intends to scale across mobility, sustainability, and technology verticals

LTTS maintained stable EBIT margins and net profit in Q1, while advancing its AI patent portfolio and expanding its global delivery centers.

Axis Bank, Wipro, and Jio Financial are among the many companies  expected to report their quarterly earnings later in the day.

India's clean energy push, pharma transformation, and record capex plans are drawing investor focus heading into July, with key beneficiaries emerging across all three sectors.