Latest Stock Market News

INOX Clean Energy is set to file a Rs 5,000 crore IPO via the confidential route, potentially marking India’s largest renewable energy listing. The IPO, largely comprising fresh issues, will fund solar and IPP facility expansion, aligning with India’s 2030 renewable goals. Backed by major investment banks, the offering positions INOX for a Rs 50,000 crore valuation amid growing investor interest in the green energy sector.

Australian shares surged over 6% as investors regained confidence after Trump announced a 90-day pause on many tariffs, boosting stocks across sectors.

IndiGo briefly surpassed Delta Air Lines to become the world s most valuable listed airline, hitting a record market cap of $23.45 billion. Strong share performance, dominant market share, and favorable industry trends have driven investor optimism despite Delta s much larger revenue base.

Japan s Nikkei 225 surged 7.4% in early Thursday trading, mirroring Wall Street’s historic rebound, as markets rallied on President Trump’s decision to pause most tariffs—though tensions with China and trade uncertainty still loom.

RBI Governor Sanjay Malhotra warned of growth and inflation risks from global tariff wars and policy uncertainties, prompting a downward revision of India s FY26 growth forecast to 6.5%. He emphasized India s relative resilience due to lower export dependence but acknowledged that rising trade frictions remain a growth dampener.

The RBI has proposed making its Regulatory Sandbox Theme Neutral and On Tap , allowing continuous access for eligible fintech innovations. This move aims to foster ongoing innovation beyond the limited-time thematic cohorts launched since 2019.

TCS is expected to post a second consecutive weak quarter with a 0.7% drop in dollar revenue for Q4 FY25, amid delayed client spending, cross-currency headwinds, and BSNL project rampdown. Despite subdued growth, a weaker rupee and improved efficiency may support margins, while investors await the company s outlook on recent US tariff moves.

TCS, along with Anand Rathi and Evoq Remedies, will report Q4 results today, with analysts forecasting muted earnings growth across sectors, including a mid-single-digit revenue rise for TCS. Despite growth in BFSI, the company faces challenges from declining BSNL project contributions and uncertain macro conditions, including the impact of US tariffs.

TCS Q4 results are expected to disappoint with subdued growth due to factors like the decline in BSNL projects and the impact of global tariffs. Investors will closely watch deal wins, margin performance, and regional trends, especially in developed markets, as the company faces headwinds from macroeconomic uncertainties.

India s IT sector faces a tough Q4 earnings season, with large-cap stocks like TCS, Infosys, and HCL Tech expected to report subdued results amid global trade uncertainty and macroeconomic risks. Analysts suggest selective buying, favoring companies with strong deal momentum and undemanding valuations, like Infosys and mid-cap stocks such as Coforge and Persistent Systems.