Latest Stock Market News

Dixon Technologies reported a robust Q1FY26, with net profit surging 100% to ₹280.02 crore and revenue climbing 95% to ₹12,835.66 crore. Motilal Oswal Financial Services reiterated a Buy rating, raising the target price to ₹22,100, anticipating sustainable volume growth and margin improvements driven by mobile segment and PLI scheme benefits. However, the company s net debt has also increased.

A 5-year swing high represents the highest price a stock has reached within a five-year timeframe. This level acts as a significant resistance point where the price has historically struggled to go beyond.​

India s corporate bond market is experiencing unprecedented growth in 2025, nearing ₹10 trillion due to lower interest rates and increased capital expenditure. While institutional investors dominate, reforms are needed to enhance retail participation and secondary market liquidity. U.S. fiscal concerns influence global bond yields, impacting India despite domestic rate cuts.

Shriram Wealth s Vikas Satija anticipates a market rebound in the second half of FY25, driven by festive demand, a strong monsoon, and positive earnings. He highlights opportunities in rural consumption, FMCG, infrastructure, and pharma, while cautioning against high valuations in defence stocks. Satija also acknowledges SEBI s efforts to protect retail investors amid derivatives losses.

Diverging inflation trends see developed markets facing rising prices due to tariffs, while emerging markets experience deflation from cost-effective US goods and stronger currencies. Geopolitical risks favor domestically linked sectors like defense and metals. Despite challenges in IT and pharma, financials and FMCG offer resilience, with small-caps presenting opportunities for aggressive investors.

Infosys shares are in focus as Q1FY26 earnings are expected later today. The IT major extended its collaboration with AGCO Corporation to transform IT and HR operations using Infosys Cobalt and Infosys Topaz. Market anticipates a stable quarter, projecting a 7-10% year-on-year net profit increase, driven by strong deal momentum and inorganic gains.

United Breweries reported a 6% YoY increase in profit after tax, reaching ₹184 crore for Q1 FY26, driven by strong volume performance and premium segment sales. Total volume grew by 11%, with premium volume surging 46%. The company remains optimistic about long-term growth, focusing on revenue management and brand-building.

JSW Infrastructure s Q1 FY26 results are out. The company saw a 31% jump in net profit year-on-year, reaching Rs 389.57 crore. Revenue also climbed 21% to Rs 1,223.85 crore. Cargo handling increased by 5%, driven by coal operations. Analysts predict a potential upside for JSW Infra shares, with a Buy rating. Third party cargo volumes also grew.

We have collated a list of recommendations from top brokerage firms from ETNow and other sources