US Futures Rise
As 3:40 p.m. India time, the Dow Jones Industrial Average and S&P 500 futures were trading 0.26%% and 0.36% higher, respectively. The Nasdaq 100 future was trading 0.54% higher.
Rupee Ends Weaker Against Dollar
The rupee weakened by five paise to close at 87.48 against the US Dollar. It closed at 87.43 on Friday.
Source: Bloomberg
Market At Close
The NSE Nifty 50 and BSE Sensex extended losses to the fourth day.
The Nifty 50 and Sensex ended 0.76% and 0.7% down, respectively.
The NSE Nifty Realty declined the most, followed by Nifty Metal and Nifty Media
The NSE Nifty Midcap 150 ended 2.08% down.
The NSE Nifty Smallcap 250 ended 2.13% down.
Among sectors, Nifty Realty and Nifty Metals declined the most.
Trent, Power Grid, Tata Steel, and Titan were the top Nifty losers.
Stock Market Live: Garware Technical Q3 Results Out
Garware Technical Q3 Highlights (Consolidated, YoY)
Net profit up 10.4% at Rs 47.8 crore versus Rs 43.3 crore.
Revenue up 21.2% at Rs 351 crore versus Rs 289 crore.
Ebitda up 20.8% at Rs 64.6 crore versus Rs 53.5 crore.
Margin at 18.4% versus 18.5%.
Stock Market Live: Lumax Industries Net Profit Rises
Lumax Industries Q3 Highlights (Consolidated, YoY)
Net profit up 30.8% at Rs 33.5 crore versus Rs 25.6 crore.
Revenue up 40.4% at Rs 887 crore versus Rs 632 crore.
Ebitda up 20% at Rs 70 crore versus Rs 58.2 crore.
Margin at 7.9% versus 9.2%
Nifty Today Live: Indicative Closing Shows 0.73% Decline
The NSE Nifty 50 is set to close lower on Monday It was down 0.73% at 23,383.
VST Tillers Tractors Share Price: Stock Down After Q3 Results
VST Tillers Tractors Q3 Results Out
VST Tillers Tractors Q3 (Consolidated, YoY)
Net Profit down 92.4% at Rs 1.3 crore versus Rs 16.9 crore.
Revenue [GU] 28.9% At `219 crore versus Rs 170 crore.
Ebitda at Rs 19.6 crore versus Rs 9.6 crore.
Margin at 8.9% versus 5.6%.
Indigo Paints Share Price: Stock Down After Q3 Results
Stock Market Live: Indigo Paints Profit Down
Indigo Paints Q3 (Consolidated, YoY)
Net profit down 3.4% at Rs 36 crore versus Rs 37.3 crore.
Revenue down 3.2% at Rs 343 crore versus Rs 354 crore.
Ebitda down 8.1% at Rs 57.2 crore versus Rs 62.2 crore.
Margin at 16.7% versus 17.6%.
Stock Market Live: Shilpa Medicare Net Profit Surges
Shilpa Medicare Q3 Highlights (Consolidated, YoY)
Net profit at Rs 31.8 crore versus Rs 4.6 crore.
Revenue up 11.4% at Rs 319 crore versus Rs 287 crore.
Ebitda up 21.9% at Rs 80.7 crore versus Rs 66.2 crore.
Margin at 25.3% versus 23.1%.
Stock Market Live: Eureka Forbes Net Profit Rises 52.5%
Eureka Forbes Q3 Highlights (Consolidated, YoY)
Net profit up 52.5% at Rs 35 crore versus Rs 22.9 crore.
Revenue up 10.8% at Rs 598 crore versus Rs 539 crore.
Ebitda up 38.4% at Rs 59.1 crore versus Rs 42.7 crore.
Margin at 9.9% versus 7.9%.
Stock Market Live: Varroc Engineering Records Net Loss
Varroc Engineering Q3 Highlights (Consolidated, YoY)
Revenue up 10.1% at Rs 2,075 crore versus Rs 1,885 crore.
Net loss of Rs 47.4 crore versus profit of Rs 383 crore.
Margin at 9.2% versus 9.2%.
Ebitda up 9.8% at Rs 190 crore versus Rs 173 crore.
Stock Market Live: Electronics Mart Net Profit Down 31.1%
Electronics Mart Q3 Highlights (Consolidated, YoY)
Revenue up 6.2% at Rs 1,885 crore versus Rs 1,775 crore.
Ebitda down 14.2% at Rs 98.8 crore versus Rs 115 crore.
Ebitda Margin at 5.2% versus 6.5%.
Net profit down 31.1% at Rs 31.5 crore versus Rs 45.7 crore.
Stock Market Live: EIH Associated Hotels Net Profit Rises 5.2%
EIH Associated Hotels Q3 Highlights (YoY)
Net profit up 5.2% at Rs 39.9 crore versus Rs 37.9 crore.
Revenue up 5% at Rs 133 crore versus Rs 127 crore.
Ebitda up 3% at Rs 53.8 crore versus Rs 52.3 crore.
Margin at 40.5% versus 41.3%
Stock Market Live: Gillette Shares Rise As Profit Surges
Gillette Q3 (Consolidated, YoY)
Net profit rose 21.2% to Rs 126 crore versus Rs 104 crore.
Revenue rises 7.2% to Rs 686 crore versus Rs 639 crore.
Ebitda up 16.6% to Rs 183 crore versus Rs 157 crore.
Margin At 26.7% versus 24.5%.
Board declares interim dividend of Rs 65 per share.
Stock Market Live: Nifty Trades Below Key Support Level
The Nifty 50 has declined by 1% to below the 23,500-support level seen by analysts. It hit an intraday low of 23,317.
According to Amol Athawale, vice president of technical research at Kotak Securities, Nifty going below 23,500 may extend the correction phase down to 23,400–23,375.
Stock Market Live: Engineers India Q3 Revenue Slides
Engineers India Q3 (Consolidated, YoY)
Revenue down 11.9% at Rs 765 crore versus Rs 868 crore.
Net profit up 71.7% at Rs 109 crore versus Rs 63.3 crore.
Ebitda up 95.6% at Rs 97.9 crore versus Rs 50 crore.
Margin at 12.8% versus 5.8%
Stock Market Live: Saregama India Q3 Revenue More Than Doubles
Saregama India Q3 Results (Consolidated, YoY)
Net Profit up 19.3% at Rs 62.3 crore versus Rs 52.22 crore.
Revenue at Rs 483 crore versus Rs 204 crore.
bitda up 28.6% at Rs 84.4 crore versus Rs 65.6 crore.
Margin at 17.5% versus 32.1%.
Board declares interim dividend of Rs 4.5 per share.
Kirloskar Industries Share Price Today: Stock Down After Q3 Results
Stock Market Live: Kirloskar Industries Q3 Results Out
Kirloskar Industries Q3 Results (Consolidated, YoY)
Revenue up 3.9% at Rs 1,614 crore versus Rs 1,554 crore.
Net profit down 52.4% at Rs 24 crore versus Rs 50.5 crore.
Ebitda u 24.5% at Rs 172 crore versus Rs 228 crore.
Margin at 10.7% versus 14.8%
Stock Marlet Live: Axis Capital On Consumer Services
Axis Capital's report on Consumer Services highlights the underperformance of Zomato and Swiggy compared to the Nifty year-to-date, primarily due to intense competition in the quick commerce sector.
Discounts, which had surged from 2-6% to 14-20% between September 2024 and January 2025, have now stabilized. Among competitors, Zepto is noted for its aggressive pricing strategy, while Blinkit offers the best product assortment. Margin pressure, driven by discounts and store costs, is expected to peak in the next two to three quarters, with Swiggy being more significantly impacted.
Despite these challenges, the stocks are considered to be near their bottom. Key risks identified by Axis Capital include the price sensitivity of users and the potential for aggressive discounts from major players like Amazon and RIL. Zomato is the preferred stock over Swiggy.
Stock Market Live: India VIX Surges
The volatility index or India VIX surged over 6% to 14.53 amid a broad downturn in stocks.
Stock Market Live: Trump Tariffs Volatile, But India Can Benefit
The ongoing uncertainty stemming from geopolitical tensions and policy shifts, notably from US President Donald Trump’s administration, has affected global markets. However, India stands to gain from these dynamics.
Trump's actions are often seen as volatile, but they could create opportunities for India, according to Samir Arora, founder and fund manager, Helios Capital.
"We cannot have highly protective markets," Arora told NDTV Profit. Some of the tariffs are highly fair, and Indian economy needs to let competition increase, he added. "India should not overly object to reducing the tariff."
Stock Market Live: Midday Market Update
The Nifty 50 and BSE Sensex are down 0.9%.
Nifty Bank down 0.7%.
Nifty Midcap 150 down 2%, Nifty Smallcap 250 down 2.45%.
Nifty top draggers: HDFC Bank, Reliance Industries, Infosys.
Nifty top gainers: Kotak Mahindra Bank, Bharti Airtel, Britannia Industries.
Trent, Tata Steel, JSW Steel, Power Grid top Nifty losers.
Nifty Realty, Nifty Metal, Nifty Media lead declines.
Varun Beverages Q3 Results: Profit Beat Estimate
Revenue up 39.8% at Rs 3,689 crore versus Rs 2,668 crore (Bloomberg Estimate: Rs 3,575 crore)
Ebitda up 38.7% at Rs 580 crore versus Rs 418 crore (Estimate: Rs 558 crore)
Margin flat at 15.7% (Estimate: 15.6%)
Net profit up 40.3% at Rs 185 crore versus Rs 132 crore (Estimate: Rs 163 crore)
Key internals
India volumes grew 11.4%
Consolidated volumes increased by 23.2%
South Africa sales volume grew by 12.5%
Read story here.
JSW Steel Share Price Movement: January Production Up
JSW Steel's January consolidated crude steel production rose 7% year-on-year to 25.18 lakh tonne.
Source: Exchange filing
JSW Energy Share Price Today: Large Trade
JSW Energy has over 10 lakh shares traded in a block deal. The scrip declined as much as 1.3% intraday.
Source: Bloomberg
Glenmark Pharma Share Price Today: UK Approval For Acne Treatment
Glenmark has received approval from the Medicines and Healthcare products Regulatory Agency to market Winlevi® in the UK. Winlevi is a topical treatment for acne vulgaris in patients aged 12 years and older.
Source: Exchange filing
Ajax Engineering IPO Subscribed 8% So Far
The initial public offering of Bengaluru-based manufacturer of concrete equipment Ajax Engineering Ltd. opened for bidding on Monday, at a price band of Rs 599-629 per share.
The Ajax Engineering IPO has been subscribed 8% as of 11:20 a.m. on Monday.
Qualified institutional buyers: Nil.
Non-institutional investors: 7% times.
Retail investors: 12% times.
Employee Reserve: 18% times.
Nifty Today Live: Vedanta To SAIL — Nifty Metal Tanks
Shares of Indian metal firms felt the pain of US President Donald Trump's latest tariff threats as share prices of leading names tumbled on Monday.
The Nifty Metal fell as much 3.1% during the day, with Vedanta Ltd. and Steel Authority of India Ltd. leading the fall.
Shares of Vedanta and Sail fell over 4% each, with their shares trading 4.40% and 4.11% down as of 10:41 a.m., compared to a 0.67% decline in the benchmark Nifty 50.
Counters of Tata Steel Ltd., National Aluminium Co. and JSW Steel tumbled over 3% during the session. All 15 companies in the Nifty Metal index were trading lower, with the sector being the top loser.
Veefin Solutions Share Price Today: New Acquisition
Veefin Solutions has through its subsidiary Infini Systems will acquire up to 49% in White Rivers Media Solutions for Rs 113.85 crore. The company aims to increase revenue and efficiency by consolidating client relationships.
Source: Exchange Filing
KPI Green Share Price Today: New Order Win
KPI Green Energy subsidiary Sun Drops Energia Pvt has received Letters of Award for development of solar power projects with a cumulative capacity of 15.90 MWDC under the ‘Captive Power Producer (CPP)’ business segment of the company.
Source: Exchange Filing
Stock Market Live: What's Causing Monday Blues On Dalal Street
Samir Arora of Helios Capital said today's negative sentiment in markets is brought by selling by foreign portfolio investors due to currency fluctuations. The rupee has hit another lower.
The fund manager sees the rupee going to 88-89 levels against the dollar, based on cues from the forward markets.
So far in the year, the FPIs have sold equities worth Rs 85,369 crore. In January, the FPIs sold equities worth Rs 78,027 crore, according to the National Securities Depository Ltd.'s data.
Stock Market Live: Nifty, Sensex Extend Losses
The Nifty and Sensex have lost 0.8%. The 50-share Nifty is down 190 points to dip below 23,400 and the 30-share BSE Sensex has declined 600 points to hold just over 77,200.
The top losers on the Nifty are Tata Steel, JSW Steel and Power Grid.
Stock Market Live: IOCL, BPCL, HPCL, MRPL, Chennai Petro And RIL In Focus
Singapore refining margins have soared to a one-year high of $8.7 per barrel, up from $2.8. This surge is attributed to lower global refining output, with China's independent refiners cutting processing rates to a near five-year low, coupled with supply disruptions and tariff concerns.
The impact on Indian oil companies is significant. Every $1 per barrel increase in GRM can boost Mangalore Refinery and Petrochemicals' Ebitda by Rs 1,000 crore, Chennai Petro's EPS by 30%, and earnings for IOCL, BPCL, and HPCL by 16%, 16%, and 14% respectively.
RIL's consolidated earnings could see a 4-5% increase. However, these benefits are contingent on GRMs remaining at current levels.
Nifty Today Live: FMCGs Buzz With HUL, Britannia Leading Gains
Shares of most FMCG companies traded higher amid a market decline. The gains are led by large cap players Britannia Industries, Dabur India, Tata Consumer Products, and Hindustan Unilever.
Smaller rivals Varun Beverages and liquor producer Radico Khaitan declined.
M&M Share Price Today: Stock Up After Target Price Hikes
Mahindra & Mahindra share price rose 2.3% during early trade after brokerages hiked their target price on the stock after solid third quarter earnings.
Goldman Sachs, Macquaire and Nomura maintained their bullish outlook.
Read M&M Q3 review here.
Va Tech Wabag Share Price Today: Stock Up After Q3 Results
Nifty Today Live: Index Wipes Off Rs 1.2 Lakh Crore
The Nifty 50's decline of 0.66% towards 23,400 has wiped off Rs 1.2 lakh crore from the market cap of the index.
LIC Share Price Today: Stock Swings After Q3 Results
Life Insurance Corp shares swung between gains and losses early trade on Monday after its third quarter consolidated net profit rose 16% in the third quarter of the current financial year.
The country's largest insurer posted a profit of Rs 11,008.7 crore in the quarter ended December.
Despite weak new business growth and margin pressures LIC managed steady progress in enhancing its product mix during the December quarter. After financial results for the period, some brokerages remain optimistic about a recovery in annual premium equivalent growth, while others are cautious due to ongoing margin compression and a decline in value of new business.
Read LIC Q3 Review here.
Stock Market Live: Oil India Shares Down Over 4%
Oil India share price is down over 4.5% after third quarter standalone net profit fell. The state-run oil exploration and production company posted a bottom line of Rs 1,222 crore in the quarter ended Dec. 31, 2024, down 33.4% as compared to Rs 1,834 crore in the preceding quarter.
Oil India's revenue during the December quarter also fell 5.1% on a sequential basis to Rs 5,239.6 crore, weighed down by an 8% decline in its crude oil segment sales.
Read story here.
Nifty Today Live: Most Sectors In Red, Metals Hit With Trump Tariff Threat
Most sectoral indices on the NSE traded lower. The Nifty Metal is the top loser following Donald Trump's tariff threat on steel and aluminum. Nifty Pharma is also reeling over fears the US tariffs can spillover from metals to pharma products in the world's top market.
Nifty Auto and Nifty PSU Bank are the only ones in green.
Nifty Today Live: JSW Steel, Tata Steel Top Losers
Most Nifty stocks are trading lower. JSW Steel and Tata Steel declined the most by over 2% after US President Donald Trump threatened to slap tariffs imports on steel and aluminum from all countries.
In terms of point contribution to the Nifty, HDFC Bank and Reliance Industries are the top draggers.
Stock Market Live: Nifty, Sensex Open Lower
The benchmark Nifty 50 and Sensex opened lower on Monday. Both indices fell 0.4%.
The Nifty shed nearly 100 points to dip below 23,500 and the Sensex lost 350 points to hold just over 77,500.
Stock Market Live Updates: HSBC's India Picks
Amid slowing growth, struggling equities, and increasing downside risks, HSBC picked five top stocks in the Indian market, citing the recent sell-off as a good opportunity.
Dixon Technologies: The growth story should continue unfolding, supported by industry tailwinds, a favourable policy environment, and strong execution.
Maruti Suzuki India: The market does not fully appreciate the company’s export potential.
PB Fintech.: Expected to grow at two to three times the industry due to strong competitive advantages.
Godrej Properties: Strong pan-India presence, robust balance sheet, brand strength, and a large land bank enable growth despite market challenges.
LTIMindtree: Should benefit from rising demand, particularly from banking clients.
Read full story here.
Stock Market Live Updates: Lock-in expiry
These are the stocks that will be in focus today as the anchor lock-in period for shares allotted in the pre-IPO round ends:
Swiggy (Second)
Acme Solar (Second)
Niva Bupa (Second)
Quadrant Future (First)
India Bond Market Live: Yield Flat
The yield on the benchmark 10-year bond opened flat at 6.71%.
It closed at 6.70% on Monday.
Source: Bloomberg
Rupee Versus Dollar Live: New Record Low
Rupee weakened by 53 paise to 87.95 against the US Dollar.
The rupee hits a record low of 87.92 against the greenback.
Rupee 8 paise away from hitting the 88 mark against the dollar.
It closed at 87.42 on Friday.
Rupee becomes the worst Asian currency this year.
Rupee has fallen 2.6% this year.
Source: Bloomberg
Stocks To Watch Today : LIC, Fortis Healthcare, RVNL, Hyundai Motor, Waaree Energies, L&T Finance
LIC: The firm reported a 16% surge in consolidated net profit to Rs 11,008.7 crore for the third quarter ended December.
Fortis Healthcare: The company's net profit surged 84% to Rs 248 crore in the quarter ended Dec. 31, 2024, beating analysts' estimates, compared to Rs 135 crore in the same period last year.
Action Construction Equipment: The firm reported a strong third quarter performance, with revenue rising 16.2% to Rs 875 crore, its Ebitda went up 31.3% to Rs 135 crore, and net profit increasing 26.5% to Rs 112 crore.
Balu Forge Industries: The firm posted a notable third quarter performance, with revenue soaring 73.9% to Rs 256 crore, with Ebitda more than doubling to Rs 67.7 crore, and net profit rising to Rs 59 crore from Rs 25.2 crore.
Firstsource Solutions: The company reported a modest 8% increase in revenue to Rs 2,088 crore for the third quarter, slightly beating estimates. And EBIT growth was muted at 1.6% to Rs 219 crore, falling short of expectations. The company's EBIT margin also declined to 10.5% from 11.1% in the same period last year. Its net profit rose 16% to Rs 160 crore, in line with estimates.
L&T Finance: The company has approved the acquisition of Paul Merchants Finance's gold loan business for Rs 537 crore on a slump sale basis.
Waaree Energies: The firm started operations at its 1.4 GW solar cell manufacturing facility in Gujarat.
RVNL: The company emerged as the lowest bidder for railway project worth Rs 211 crore.
Hyundai Motor: The firm introduced new variants & feature upgrades for EXTER and AURA.
Tejas Networks: The company partnered with NEC Corporation for 5G Tech collaboration. The investment involves Rs 525 crore payable over the next year.
Stock Market Live Updates: Dividends This Week
The upcoming week sees multiple companies declaring interim dividends for shareholders, including Cochin Shipyard Ltd., Hero MotoCorp Ltd., and ITC Ltd., as their boards announce financial results and allocate payouts.
Investors should note that the record date determines shareholder eligibility for dividends. Under India's T+1 settlement cycle, shares purchased on the record date itself will not qualify for the dividend payment. The ex-dividend date, which precedes the record date, marks when the share price adjusts to reflect the upcoming payout.
Today, the ex/record date for interim dividends are of Aster DM Healthcare, GPT Infraprojects, National Highways Infra Trust, and India Toners and Developers.
Read full story here.
Stock Market Live Updates: Ajax Engineering IPO Opens Today
Concreting equipment player Ajax Engineering's Rs 1,269-crore initial public offering is scheduled to open on Feb. 10. The price band for the IPO has been set in the range of Rs 599 to Rs 629 per share.
The market value at the upper end of the price band is Rs 7,196 crore, as per NDTV Profit's calculations. The proposed public offering consists of an offer-for-sale component and no fresh issue of shares.
Read all about Ajax Engineering IPO here.
Stock Market Live Updates: HAL In Focus
The Light Combat Aircraft (LCA) Tejas Mk-1A's rollout is set to begin by the next financial year, as Hindustan Aeronautics Ltd. and General Electric have stabilized production. This comes despite previous production delays, though the Indian Air Force has already placed orders for the Tejas to replace its aging fleet. HAL's production line is now stabilized, with a capacity of 24 aircraft per year, and GE has ensured a steady supply of engines.
HAL had contracted GE for 99 GE-404 engines worth Rs 5,400 crore, but deliveries were delayed by two years.
Read full story here.
Stock Market News Live: Today's Q3 Results Calendar
Eicher Motors, Grasim Industries, Apollo Hospital Enterprises, Bata India and National Aluminium Co. are among the big companies scheduled to announce their third-quarter earnings on Monday.
Check Q3 Earnings Estimates here:
Bata India, Grasim Industries, Varun Beverages, Nykaa, Patanjali Foods, Ramco Industries and Yatra Online are among other major companies that will announce their third quarter results.
Other companies to announce their results: Ashok Buildcon, Avanti Feeds, EIH Associated Hotels, Elgi Equipments, Electronics Mart India, Engineers India, ESAB India, Eureka Forbes, Force Motors, Galaxy Surfactants, Garware Technical Fibres, Genus Power Infra, Gillette India, Gujarat State Fertilizers & Chemicals, HBL Engineering, HLE Glascoat, Honda India Power Products, ICRA, Indigo Paints, Insecticides (India), ISGEC Heavy Engineering, Kirloskar Industries, Lumax Industries, MSTC, MTAR Technologies, Neuland Laboratories, National Fertilizers, Orissa Minerals Development Company, PNC Infratech Ltd, Power Mech Projects Ltd, Responsive Industries, Sansera Engineering, Saregama India, Satin Creditcare Network, Shilpa Medicare, Signatureglobal (India), S.P. Apparels, Sun Pharma Advances Research Company, TVS Supply Chain Solutions, Varroc Engineering and VST Tillers Tractors.
Read full story here.
Rupee Vs Dollar Live: Check Currency Level Today
The rupee strengthened 15 paise to 87.43 per dollar on Friday after the Reserve Bank of India delivered repo rate cuts in line with expectations.
The local currency has weakened in offshore market on US President Donald Trump's tariff comments. The rupee is likely to open around 87.90 and trade a 87.80-88.10 range with weakening bias, according to analysts at India Forex And Asset Management Pvt. (IFA Global).
The three-month At-The-Money-Forward (ATMF) options' implied volatility had ended at 3.73% on Friday but will spike again today as rupee opens at fresh all-time lows. One-year forward yield had ended at 2.23%, IFA Global said in its note.
The greenback has strengthened with the dollar index up 0.16% at 108.44.
Euro has come off 70 pips to 1.0310.
British Pound has dropped 40 pips to 1.2390.
Japanese Yen has weakened 50 pips to 152.
Stock Market Live: Nifty Set To Reclaim 24,000 Levels
The NSE Nifty 50 is likely to reclaim the psychological level of 24,000 if the sentiment changes in the forthcoming week, according to Aditya Gaggar, director of Progressive Shares. “In case of trend continuation, the Index can drag to 23,350,” he said.
The 200-day simple moving average for Nifty 50 is located near 23,830, according to Hrishikesh Yedve, assistant vice president, technical and derivatives research at Asit C Mehta Investment Intermediates Ltd. This 200 DSMA will serve as an immediate barrier for the index.
“Major support for the index (Nifty 50) is located near its previous swing low, which was around 23,260. If the index remains below 23,830, weakness will persist, suggesting a sell-on-bounce strategy,” he said.
Stock Market Live Updates: Trump Tariff Impact On Indian Companies
Metal & Mining
Vedanta
Tariffs could drive near-term pressure in LME base metal prices.
Vedanta is exposed to zinc and aluminum LME where prices are correcting.
JSW Steel
Only 8-10% of steel revenue exposure outside of India, of which around 80% comes from the US.
Tariff imposition should not be a headwind production in US only.
Hindalco Industries - Novelis
The imposition of tariff on aluminum is expected to be beneficial for Novelis.
Chemical
PI Industries, UPL and Jubilant Ingrevia
Produces key molecules which are among the top five imported products in the US.
China is major exporter; tariffs could be beneficial.
Auto and Auto Ancillaries
Tariff hikes would impact more on auto parts and battery makers, less so to OEMs.
Bharat Forge has around 30% of revenues from the US; almost all of it is exported from India.
Sona BLW – 40% of revenues are derived from the US; most of it is exported from India and just a small proportion from Mexico.
Pharma
Pharma stocks could react negatively to the comment on potential tariffs on pharmaceuticals to bring back manufacturing to the US.
Companies with highest exposure – Aurobindo Pharma, Dr Reddy, Zydus Life, Lupin, Sun Pharma.
Stock Market Live Updates: Trump's New Tariffs Loom
US President Donald Trump on Monday said he plans to impose 25% tariffs on all imports of steel and aluminum. He said he would announce reciprocal tariffs this week on countries that tax American imports. Those would go into effect “almost immediately”, after an announcement, Bloomberg reported Trump saying.
Stock Market Live: Gift Nifty Trades Above 23,500
The GIFT Nifty was trading above 23,500 early on Monday, ahead of the stock market opening. The futures contract based on the benchmark Nifty 50 rose 0.31% or 72.50 points to 23,561 as of 7:30 a.m., indicating a likely higher start for the NSE index.
The NSE Nifty 50 and BSE Sensex declined for three session in a row on Friday, although ended higher on a weekly basis for the second week.
The Nifty 50 ended 43.40 points, or 0.18% down at 23,559.95, and the Sensex settled 211.41 points, or 0.27% lower at 77,846.74.
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