SBIN.NSE

State Bank of India

In this briefing: The Rupee at 95/$: Sectoral Winners and Losers Primer: Jana Small Finance Bank (3667144Z IN) - Apr 2026 Exencial Industry Tidings - 01-04-2026 NIFTY Index Earning Revision (Mar): ICICI Bank, Axis Bank, Reliance Industries, Oil & Natural Gas Aequitas: WeWork India IPO Lockup Expiry-Shares Have Traded Down but WeWork Global Well in The Money 1. The Rupee at 95/$: Sectoral Winners and Losers The Indian Rupee’s decline to 95 per dollar is driven by a widening trade deficit, surging crude oil prices, and persistent foreign capital outflows This depreciation triggers imported inflation across the economy, a substantial 3.7% to 5.2% EPS boost for top-tier IT services exporters . Global exporters like Coforge (COFORGE IN) and Sagility India (SAGILITY IN) emerge as primary beneficiaries, whereas import-dependent sectors like Aviation and Paints face severe and immediate margin contraction. 2. Primer: Jana Small Finance Bank (3667144Z IN) - Apr 2026 Jana Small Finance Bank is the fourth largest Small Finance Bank (SFB) in India by Assets Under Management (AUM) and deposits, having transitioned from a microfinance institution to a scheduled commercial bank.

New Delhi, April 1 : Digital payment services faced disruption across India on Wednesday, leaving many users unable to complete transactions through UPI platforms. According to outage tracking platform Downdetector, complaints surged sharply during the day -- indicating a widespread issue. The impact appeared significant on State Bank of India, which saw over 500 outage reports, while UCO Bank recorded around 40 complaints. Overall, UPI-related downtime reports also crossed 40, with numbers continuing to rise as more users flagged issues. The disruption was not limited to a single region, with users from cities like New Delhi, Mumbai, Bengaluru, Jaipur and Pune reporting failed transactions and payment errors. In the case of SBI, the outage appeared more widespread, with complaints also coming in from Kolkata, Guwahati and Chennai. Meanwhile, UCO Bank users facing issues were largely concentrated in New Delhi, Jaipur and Kolkata. Many users took to X to share their experience. While some expressed frustration over failed payments, others were unsure whether the issue was with their bank or their own devices.

In this briefing: Exencial Industry Tidings - 01-04-2026 NIFTY Index Earning Revision (Mar): ICICI Bank, Axis Bank, Reliance Industries, Oil & Natural Gas Aequitas: WeWork India IPO Lockup Expiry-Shares Have Traded Down but WeWork Global Well in The Money Aequitas: Tata Capital IPO Lockup Expiry - Will Have to Sell US$1.4bn of Stock but Has More Time Now Swiggy: Feels like a Steal, Maintain BUY 1. Exencial Industry Tidings - 01-04-2026 Tata Chemicals' Mithapur plant produces 1 MT soda ash in 2025-26 Aluminium & aluminium products industry commissions projects of Rs.50.6 bn in Mar 2026 qtr Government plans financing boost for e-buses and e-trucks to accelerate electric mobility 2. NIFTY Index Earning Revision (Mar): ICICI Bank, Axis Bank, Reliance Industries, Oil & Natural Gas We analysed the earning revision of component stocks of NIFTY in the past month. We tabulated stocks with the top impact on index's EPS, stocks' EPS revision, and revenue revision. We highlighted EPS revision on ICICI Bank, Axis Bank, Reliance Industries, Oil & Natural Gas, HDFC Bank, InterGlobe Aviation, State Bank of India, Eternal. 3.

In this briefing: NIFTY Index Earning Revision (Mar): ICICI Bank, Axis Bank, Reliance Industries, Oil & Natural Gas CX Daily: How the Iran War Set Off a Global Scramble for Strategic Metals You’re Not Long Copper: The Exposure Is Not What You Thought It Was We Can’t Expect Companies that Can't Disclose Cash Allocation This Year to Do so Starting Next Year Asian Equities: Market Movements Reflect Macro Risks 1. NIFTY Index Earning Revision (Mar): ICICI Bank, Axis Bank, Reliance Industries, Oil & Natural Gas We analysed the earning revision of component stocks of NIFTY in the past month. We tabulated stocks with the top impact on index's EPS, stocks' EPS revision, and revenue revision. We highlighted EPS revision on ICICI Bank, Axis Bank, Reliance Industries, Oil & Natural Gas, HDFC Bank, InterGlobe Aviation, State Bank of India, Eternal. 2. CX Daily: How the Iran War Set Off a Global Scramble for Strategic Metals In Depth: How the Iran War Set Off a Global Scramble for Strategic Metals Ant Group Completes Takeover of Hong Kong Broker China Steps Up Tax Law Reforms to Strengthen Local Finances BOC Hong Kong Pushes Digital Yuan Wallet Upgrade After Policy Shift 3.