๐ Quick Snapshot
- GIFT Nifty is up 0.3% at 24,220 at 6:45 am, signaling a positive start for Indian markets today!
- Asian markets opened higher as investors monitor US-China developments and await potential stimulus from China.
- Meanwhile, back home, Indian indices saw a second straight day of losses due to rising India-Pakistan tensions.
๐ Global Markets at a Glance
- Hang Seng Futures โก๏ธ +0.2%
- Japan’s Topix โก๏ธ +1.2%
- Australiaโs S&P/ASX 200 โก๏ธ +0.6%
- 10-year US Treasury yield steady at 4.23%
๐ Commodity Check
- Oil (WTI) โก๏ธ +0.2% at $63.14/barrel ๐ข๏ธ
- Gold โก๏ธ -0.3% at $3,309.50/oz ๐ช
- Copper โก๏ธ -0.2% ๐
- Nickel โก๏ธ -1.7% ๐
- Aluminium โก๏ธ -0.9% ๐
- Zinc โก๏ธ -1.6% ๐
- Lead โก๏ธ -0.8% ๐
Tip:
๐ข Falling commodity prices could support sectors like auto and real estate stocks in India due to lower input costs!
๐บ๐ธ US Market Recap
- S&P 500 had its longest winning streak since January, rising 0.7%! ๐
- Nasdaq 100 surged 1.1% powered by strong mega-cap stocks (think Apple, Microsoft).
๐ Key Events to Watch Today
- Indiaโs March IIP data (Factory Output) โก๏ธ Expected to grow 3.3% ๐
- February growth was 2.9%, January was 5%.
Investor Tip:
โญ Positive IIP numbers could boost sentiment in industrial, manufacturing, and capital goods stocks!
๐ฆ Important Earnings To Track Today
- UltraTech Cement
- Adani Green Energy, Adani Total Gas, TVS Motors, IRCTC, IDBI Bank, PNB Housing Finance, Oberoi Realty, and many more! ๐
๐ฅ Major Earnings Highlights (Q4 FY25)
๐ข๏ธ Reliance Industries
- Revenue: +9% QoQ โก๏ธ โน2,61,388 crore
- Net Profit: +5% โก๏ธ โน19,407 crore
- EBITDA Margin: Shrunk to 16.8% from 18.2%.
Investor Tip:
โก Watch Reliance closely โ margin pressures could affect stock performance even with revenue growth.
๐ฑ Reliance Jio
- Revenue: +2% โก๏ธ โน30,018 crore
- Net Profit: +3% โก๏ธ โน6,642 crore
- ARPU (Average Revenue Per User) โก๏ธ โน206 ๐
๐๏ธ Tata Technologies
- Revenue: โ2.4% QoQ
- Net Profit: โ12% โก๏ธ โน188.87 crore
- Special Dividend: โน8.35 + โน3.35 ๐
๐ฆ RBL Bank
- Net profit: โ80% โ
- Net NPA: Improved to 0.29%
Warning:
๐จ Rising provisions and a drop in profits signal caution for banking investors.
๐งฉ Stocks in Focus Today
| Stock | Update |
|---|---|
| Dixon Technologies | Arm to acquire KHY Electronics for โน121 crore. |
| Mahindra & Mahindra | To acquire SML Isuzu; big move in the commercial vehicle segment. ๐ |
| Axis Bank | Rajiv Anand to retire as Deputy MD. |
| Apollo Tyres | Shutting Netherlands plant by 2026. ๐ |
| GAIL | MoU with CONCOR to boost LNG usage. |
| Aurobindo Pharma | Positive EU nod for breast cancer biosimilar! ๐ |
| Zydus Lifesciences | Minor USFDA observations at Gujarat plant. |
๐ข IPO Alert: Ather Energy
- IPO Size: โน2,980.7 crore
- Price Band: โน304โโน321
- Bidding Dates: April 29 to April 30
- Already raised โน1,340 crore from anchor investors! ๐
๐ Other Important News
- RBI Governor urges US firms to invest more in India ๐ฎ๐ณ
- India may allow up to 49% foreign ownership in nuclear energy sector โก
- Insurance Amendment Bill likely in upcoming Parliament session ๐๏ธ
๐ F&O Market Cues
- Nifty May Futures down 1.04% at 24,139 (Premium: 100 points)
- Put-Call Ratio: 1.25 (Bullish Bias)
- Key Levels:
- Max Call OI at 25,000
- Max Put OI at 23,500
๐ No stocks are currently in the F&O ban list.
โ๏ธ Final Thoughts for Traders & Investors
โ
Positive start expected today with GIFT Nifty up and strong global cues.
โ
Focus on stock-specific action: Reliance, UltraTech Cement, Adani Group, TVS Motors.
โ
Keep an eye on commodity trends โ especially metals and oil prices.
โ
Be cautious if geopolitical tensions escalate.
๐ข Pro Tip for the Day:
๐ Watch the banking stocks carefully. Profit pressure and provisions could trigger volatility. Favor private banks with strong asset quality.



