Business

IT Q4 Results Preview: Likely to be uneventful but AI deflation and war risks keep outlook uncertain, says Motilal Oswal

Pandey indicated that SEBI is planning a large-scale initiative aimed at strengthening the skills and effectiveness of independent directors, in collaboration with industry bodies.

Sources indicated that the government is inclined to shelve the current set of bids after two potential bidders reportedly quoted a valuation in the range of Rs 40,000-Rs 45,000 crore.

Gandhi highlighted that nearly 50-60% of components used in induction cooktops are imported, particularly electronic parts and crystalline glass.

The brokerage maintains an equal-weight call on Tata Motors PV amid weak JLR sales.

From the quarter's perspective, the brokerage sees strong results from HDFC Bank on both growth andNIM.

While geopolitics remains a long-term positive for defence spending, Nirmal Bang noted that the near-term impact is mixed, with execution risks and cost pressures weighing on earnings visibility.

According to Friar, a lot of work is still needed, including compliance and internal systems, before the company can launch its issue.

FSN E-Commerce reported its strongest quarterly growth in 12 quarters. Shares rose 4% as Fashion and Beauty segments saw a massive revival in late FY26.

Major IT firms such as Tata Consultancy Services Ltd., Infosys Ltd. and Wipro Ltd. together hold more than Rs 1 lakh crore in cash as of December 2025.

Skincare brand Dot & Key has seen a sharp scale-up under Nykaa, while Kay Beauty, its joint venture with Katrina Kaif, reported 50% revenue growth to Rs 132.4 crore in FY25.

Avenue Supermarts' revenue growth trajectory improved to 19% YoY in Q4 FY26 vs1 5% YoY in 9M FY26.

Brokerage turns overweight, citing strong growth momentum, defensive appeal and inflation-led tailwinds

According to data released by the Federation of Automobile Dealers Associations, two-wheelers have regained pre-Covid peak and rural markets have outperformed cities.

The brokerage noted that APL Apollo's valuation has undergone a material re-rating over the past decade, in line with strong operational performance and balance sheet improvement.

The Indian IT major is set to buy 100% of Mindsprint to drive an AI-powered digital transformation for the global food and agri-business giant over eight years.

Key producers led by Saudi Arabia and Russia agreed to increase targets for May by about 206,000 barrels a day.

On an average, some 2,800 to 3,200 persons are registering at the bourse daily, indicating growing trade activity, the Deputy CM said.

Axis Bank's current account and savings account, or CASA deposits rose 7.3% sequentially to Rs 5.3 lakh crore.

The UK's Insolvency Service discovered that he ignored that ban to continue to control pharmaceutical companies Diamond Pharma Limited and BHJ Consulting Ltd.