VTL.NSE News

The BSE Sensex surged 900 points to close above 80,000, pushing several stocks to fresh yearly highs. Companies including Data Patterns (India), Sai Life Sciences, Vardhman Textiles, and Lupin showed strong momentum with notable gains over the past month.

Stock market today: Experts have recommended eight stocks to buy today — Vardhman Textiles, ABSLAMC, BHEL, Cummins India, and JSW Energy

In this briefing: Impact of India-US Trade Deal Yes Bank (YES IN) Vs IDFC First Bank (IDFCFB IN): Fresh Stat Arb Signal Backed by Historical Success Primer: Vardhman Textiles (VTEX IN) - Feb 2026 MS-India Index Earning Revision (Jan): HDFC Bank, IndusInd Bank, InterGlobe Aviation, Eternal HDFC Bank (HDFCB IN): Underperformance Turns into an Overweight Signal 1. Impact of India-US Trade Deal The US has decided to reduce the reciprocal tariff on Indian goods to 18% from the earlier 50%. The trade deal is structurally positive for India’s medium-term growth and external stability. Improved market access and tariff certainty are likely to boost exports, support manufacturing investment, and strengthen inflows of foreign direct investment (FDI). Content is external broker report sourced from online content aggregator through publicly available sources and is displayed below for general informational purposes only. Refer full disclaimer below. 2. Yes Bank (YES IN) Vs IDFC First Bank (IDFCFB IN): Fresh Stat Arb Signal Backed by Historical Success Context: The IDFC First Bank (IDFCFB IN) vs.

In this briefing: [Japan Activism] Fuji Media (4676) Offers Activists a Possible Juicy Way Out Muyuan Foods Hong Kong IPO Valuation Analysis Toyota Industries (6201 JP): Who Wins This Game of Chicken? House Foods Group (2810 JP): Q3 FY03/26 report update Primer: Vardhman Textiles (VTEX IN) - Feb 2026 1. [Japan Activism] Fuji Media (4676) Offers Activists a Possible Juicy Way Out Fuji Media Holdings (4676 JP) ran into a scandal a year ago. It was scandalous before but it all got ugly a year ago. I discussed last year here . Last June, activist Dalton tried to spill the Board. It did not work. Incumbents and recommended got 81-86% support. Dalton's slate got 10-27%. No joy. Activists are in big. Murakami at 17%. Dalton at 7+%. Last week, the Nikkei reported Dalton would push for a 10% of TSO buyback. Today, we got a bigger one. 2. Muyuan Foods Hong Kong IPO Valuation Analysis Our base case valuation of Muyuan Foods Co (2714 HK) is implied market cap of HK$368 billion post IPO which is 24% higher than HK$297 billion at HK$39 per share.

Brendan Lynch, chief negotiator from the US Trade Representative’s office, will hold discussions with Indian officials on Tuesday.

The new order pushes back the earlier Sept. 30 deadline by three months.

The exemption removes both the basic customs duty and the Agriculture Infrastructure and Development Cess.

Analysts remain watchful of global geopolitical cues. A bullish setup is likely only if it sustains above 24,900–25,020, with FIIs showing signs of cautious optimism.