Latest Stock Market News

Tata Motors is expected to report weak Q1FY26 results, with a sharp YoY drop in PAT and revenue due to sluggish volumes across JLR and domestic segments. Analysts foresee margin pressures from operating leverage, input costs, and forex challenges, while commentary on demand trends and margins will be closely tracked.

Lupin shares jumped 5% after reporting a 52% YoY rise in Q1 FY26 net profit to Rs 1,221 crore, driven by strong US and India sales. Revenue rose to Rs 6,164 crore. While Choice Broking upgraded the stock to Buy with a Rs 2,375 target, Motilal Oswal maintained a ‘Neutral’ view citing limited upside despite earnings surprise.

Bitcoin held above $114,500 as institutional inflows returned, lifting sentiment and technical momentum. Ethereum and altcoins also gained. Analysts cited strong liquidity zones, ETF inflows, and macro factors supporting long-term bullishness, despite short-term resistance and volatility. Consolidation may precede a breakout if key levels are crossed in the near term.

Quant Mutual Fund s CIO, Sandeep Tandon, believes India is skillfully navigating Trump s indirect pressure tactics related to Russia. He suggests an India-centric portfolio, excluding pharma, anticipating a sharp US market correction that could alter Trump s stance. Tandon views current trade tensions as posturing, not deal-breakers, and sees opportunities for Indian investors.

Porinju Veliyath of Equity Intelligence India suggests that tariff concerns are temporary and India s strong domestic economy and service exports offer opportunities. He advises investors to focus on domestic-focused companies, service exporters, and businesses in the AI segment. Despite market uncertainty, India s stability and growth potential make it resilient to external factors like unpredictable political behavior.

Porinju Veliyath of Equity Intelligence India advises investors to remain calm amidst tariff uncertainties, emphasizing opportunities in domestically-driven businesses and technology-led growth. He highlights India s strong macroeconomic conditions, stable government, and the pharma sector s competitive advantage. Despite potential tariff impacts, companies like Piramal Pharma remain promising due to their robust manufacturing and global supply capabilities.

SEBI Chairman Tuhin Kanta Pandey highlighted the strong growth of India’s PMS industry, driven by rising private wealth, digital transformation, and regulatory support. He emphasized the need for governance, transparency, and innovation, while urging collaboration with APMI to ensure investor protection and sustained expansion in a maturing financial ecosystem.

Lifestyle retailer Trent on Wednesday reported a 9% YoY growth in its Q1 consolidated net profit to Rs 425 crore compared to Rs 391 crore in the year ago period.

Market expert Sunil Subramaniam advises investors on navigating tariff uncertainties. He suggests assessing risk profiles and considering domestic sectors. Pharma and IT sectors have seen corrections. Focus on consumption, banking, and capital goods. Multicap funds are recommended. RBI s stable policy and India s insulated economy offer reassurance. Paint stocks are promising due to domestic orientation and softening crude prices.

Dipan Mehta notes that Trump s tariffs create uncertainty for Indian exporters, impacting stock prices alongside stagnant earnings. While the RBI s policy remains stable, two-wheeler makers like TVS Motors, Eicher, and Hero MotoCorp show strength with improving demand. Bajaj Auto s results are decent but volatile due to export reliance, making other stocks more attractive for fresh investment.