Axis Securities' June top-15 list features retail-heavy bets: Avenue Supermarts (~30% upside on store expansion and margin resilience), Eternal/Zomato (43-44% on quick commerce traction), plus Nestle, LG Electronics and Chalet Hotels. BFSI and telecom names ICICI Bank (35%) and Bharti Airtel (38%) round out the medium-term picks.

NDTV Profit · 6/2/2026, 5:41:57 AM

Q4 FY26 calls expose geopolitical drag across Indian retail-adjacent giants. Brent at $120 and rupee at 95 push HUL input inflation to 8-10%, forcing 2-5% hikes while defending 22.5-23.5% margins. RIL reroutes crude sourcing; Bajaj Finance trims AUM growth to 20-24% on MSME stress; SBI carries $10-12bn ME exposure.

Forbes India · 5/29/2026, 12:17:05 PM

FTSE's May 2026 review adds five Indian names to its Emerging Markets All Cap Index, with Lenskart leading projected passive inflows at $84M, followed by Groww ($78M) and Tata Capital ($64M). Reliance weightage trimmed; Airtel raised. Signals deepening institutional anchor for new-economy retail and fintech listings.

NDTV Profit · 5/25/2026, 5:09:04 AM

Reliance Industries' planned Jio Platforms listing—set to be India's largest IPO at $4 billion—has lost momentum amid US-Iran war fallout, weak Indian equities and unresolved valuation concerns. Reliance has reworked the deal to a fresh-issue-only format, with no firm filing date set.

Business Today · Latest · 5/22/2026, 5:31:08 AM

Mukesh Ambani's Jio Platforms IPO, set to be India's largest at $4 billion, has hit roadblocks as Reliance pauses preparations citing Iran war volatility and valuation gaps. Filing still planned but timeline uncertain; structure shifted to fresh shares only.

NDTV Profit · 5/21/2026, 7:02:38 AM

RIL has paused preparations for Jio Platforms' $4 billion IPO—poised to be India's largest—amid US-Iran war fallout, market volatility, and valuation friction versus Bharti Airtel. Gulf investor board approvals are also proving difficult, pushing the timeline beyond the near-term window.

Mint · Markets · 5/21/2026, 6:06:58 AM

Sensex closed up 789.74 pts at 75,398.72. Tata Motors PV FY26 PAT fell 32% YoY to ₹5,783 cr. DLF eyes ₹20,000 cr FY27 bookings via Gurugram, Mumbai, Goa launches. GQG offloaded 0.45% Adani Enterprises stake worth ₹1,435 cr to SBI MF. WPI inflation hit 42-month high of 8.3%.

Mint · Markets · 5/15/2026, 3:09:58 AM

Listed jewellery stocks shed roughly Rs 60,000 crore in combined market cap as Kalyan Jewellers hit a 52-week low post MSCI exclusion, losing Rs 7,229 cr between May 8-13. Government's surprise gold/silver import duty hike from 6% to 15% compounds margin pressure, even as Sensex rebounded 790 points on broader strength.

Times of India · Business · 5/15/2026, 1:51:53 AM

Retail and consumer names headline the May 14 watchlist alongside Bharti Airtel (profit +10.5%), Tata Motors CV (profit +69.6%), and DLF (revenue -42%). Crompton Consumer swung to a Rs 534 cr loss despite 10.8% revenue growth, signaling margin pressure in discretionary categories.

NDTV Profit · 5/14/2026, 2:24:01 AM

Indian markets set for positive open May 14 with Nifty at 23,412 and Sensex at 74,608. Amul raises milk prices by Rs 2/litre signaling FMCG input pressure. Airtel approves Rs 28,220 crore share swap for 16.31% Airtel Africa stake; Zydus acquires Assertio for $166.4M. Q4 earnings due from Tata Motors, DLF, JSW Steel.

NDTV Profit · 5/14/2026, 2:23:18 AM

Vishal Mega Mart heads into Q4 print alongside HAL, IRFC, Tata Motors and JSW Steel as Sensex gains 50 pts to 74,609. Bharti Airtel PAT rises 10.5% QoQ to ₹7,325 cr; Maruti earmarks ₹1,372 cr for green logistics. Zydus board weighs buyback May 19.

Mint · Markets · 5/14/2026, 1:52:52 AM