Indian markets ended higher on Monday, reversing a two-day fall.
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Nifty 50 rose 1.20% (▲289.15 pts) to 24,328.50.
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Sensex gained 1.27% (▲1,005.84 pts) to 80,218.37.
Key Drivers:
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Reliance Industries’ rally.
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Easing trade war fears supporting emerging markets.
Investor Activity:
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FPIs bought ₹2,817.6 crore worth of stocks (9th straight session).
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DIIs turned net buyers after 3 days, picking up ₹2,474.1 crore.
📅 Earnings to Watch
Nifty Earnings:
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Bajaj Finserv, Bajaj Finance, Trent.
Other Key Results:
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Ambuja Cements, Star Health, BPCL, Ceat, IndiaMart, Five-Star Business Finance, among others.
🧾 Major Q4 Results (YoY unless noted)
| Company | Key Metrics |
|---|---|
| Central Bank | Net profit ▲28% to ₹1,034cr; GNPA down to 3.18%; plans ₹5,000cr fundraising. |
| Castrol India | Revenue ▲7.3% to ₹1,422cr; Net profit ▲7.9% to ₹233cr. |
| UCO Bank | Net profit ▲24% to ₹652cr; GNPA down to 2.69%. |
| Adani Green | Revenue ▲21.6%; Net profit ▲24% to ₹383cr; Margin ▲78.3%. |
| Go Digit | Income ▲6%; Net profit more than doubled to ₹116cr; Premium ▲10%. |
| PNB Housing | Net profit ▲27.8% to ₹567cr. |
| Fino Payments | Income ▲23%, but Net profit ▼5% to ₹24cr. |
| Firstsource Solutions | Revenue ▲3.8%; Net profit flat (▲0.2%). |
| Hatsun Agro | Revenue ▲9.6%; Net profit ▼17.5% to ₹43cr. |
| Indegene | Revenue ▲12.2%; Net profit ▲24%. |
| Oberoi Realty | Revenue ▼12.5%; Net profit ▼45% to ₹433cr. |
| RPG Life Sciences | Revenue ▲12.7%; Net profit at ₹117cr (includes ₹109cr gain). |
| AWL Agri Business | Revenue ▲37.9%; Net profit ▲21% to ₹190cr. |
| KFin Tech | Revenue ▲24%; Net profit ▲14.9%. |
| Adani Total Gas | Revenue ▲3.6%; Net profit ▲8.5% to ₹154cr. |
| Nippon Life AMC | Income ▲6.8%; Net profit ▼9%. |
🔍 Stocks in Focus
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IndusInd Bank: Deputy CEO resigned over accounting issues.
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Gensol Engineering: ED raids; financial documents seized.
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Avenue Supermarts: Opened 418th store in MP.
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Aurobindo Pharma: Fire at Andhra Pradesh plant.
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Tata Technologies: TPG Rise to sell ~4% stake at discount.
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HG Infra: ₹1,123cr project completion certificate received.
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Landmark Cars: Exited Punjab to streamline.
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ITDC: Mugdha Sinha appointed MD.
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IOL Chemicals: Approval to export Ibuprofen to China.
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Vimta Labs: 1:1 bonus shares approved.
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Morepen Labs: New unit incorporated in Dubai.
📈 Bulk Deals, Trading Tweaks
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RBL Bank: Societe Generale bought 36.75 lakh shares @ ₹203.99.
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Price Band Adjustments:
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Kesoram Industries: 5% ➔ 2%.
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Carraro India: 20% ➔ 10%.
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Other Changes:
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360 One WAM (Ex-Dividend), Max India (Ex-Rights).
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Cupid, Rama Phosphates: Exit ASM Framework.
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🛡️ Derivatives and F&O Update
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Nifty May Futures: ▲1.3% at 24,453 (premium 125 pts).
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Open Interest: ▲7.6%.
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Options Setup:
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Max Call OI at 25,000.
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Max Put OI at 24,000.
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Put-Call Ratio: 1.25 (bullish bias).
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Ban List: RBL Bank.
💱 Rupee and Bond Market
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Rupee: Strengthened by 42 paise to 85.03 per USD (best since April 4).
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10-Year Bond Yield: Fell 3bps to 6.40%.
📌 Final Take
Indian markets saw solid buying from both domestic and foreign investors, helped by a Reliance-led rally and fading global trade worries. Positive earnings from banks and select sectors are boosting confidence, but areas like realty remain under pressure. Investors await further earnings and global cues.
