Latest Stock Market News

BSE Sensex dipped 28.21 points (0.04%) to 75,939.18, while Nifty 50 slipped 12.40 points (0.05%) to 22,932.90.

Indian markets closed in the red for the second consecutive day, with Sensex and Nifty50 ending flat. Realty, power, and metal stocks saw gains, while IT and healthcare stocks declined. UPL, Shree Cement, and Kotak Mahindra Bank hit 52-week highs.

Karthikraj Lakshmanan of UTI AMC projects single-digit earnings growth for FY25 and early double digits for FY26. He suggests focusing on large cap stocks, particularly in financials, IT, and consumer durables. Mid and small cap stocks are considered expensive, and investors are advised to have realistic expectations for the forthcoming years.

ETMarkets’ analysis shows over 15 mutual fund schemes cut stakes in five stocks in January. Two gained 20% in FY25, while two fell 8-16%, reflecting mixed market sentiment despite shifting fund allocations.

The global brokerage firm highlights that Indian CDMO companies trade at a 2-year forward EV/EBITDA of 20x, compared to 16x for regional and 15x for global peers. It justifies this premium valuation, citing the companies’ projected 2x EBITDA growth CAGR and 2x ROIC over the next three years, outperforming both regional and global counterparts.

Nava share price: The buyback offer is priced at Rs 500 per equity share, with a total consideration of up to Rs 360 crore. This price represents a 32.1% premium over the stock’s last closing price on the BSE.

Kotak Institutional Equities report warns that retail investor inflows into Indian equity markets may slow down due to declining trailing returns over the past 12 months. Lower returns have dampened investor sentiment, potentially impacting domestic mutual funds despite aggressive domestic institutional investor activity.

Indian equities face short-term volatility, but Emkay Institutional Equities predicts the Nifty index will hit 25,000 by December 2025. A gradual consumption recovery, driven by improved employment and government welfare schemes, is expected in the latter half of the year. Stock picks include Lupin, Zomato, and Tata Motors.

Bill Ackman envisions Howard Hughes evolving like Warren Buffett’s Berkshire Hathaway. Just as Buffett transformed a struggling textile business into a diversified empire, Ackman plans to leverage Howard Hughes’ portfolio of master-planned communities in key pro-business markets, aiming for long-term growth and value creation through strategic investments and development initiatives.

Several major stocks have seen significant market cap declines in 2025, led by LIC (-Rs 84,059 crore), Trent (-Rs 71,076 crore), SBI (-Rs 65,194 crore), Zomato (-Rs 59,832 crore), TCS (-Rs 59,499 crore), HDFC Bank (-Rs 58,833 crore), HCL Tech (-Rs 56,322 crore), Siemens (-Rs 55,272 crore), L&T (-Rs 50,852 crore), and Varun Beverages (-Rs 50,812 crore). ITC faced the steepest erosion (-Rs 91,000 crore) due to its hotel business carve-out, weak earnings, and market sentiment.