ICICI BANK Q4 EARNINGS
Wipro share buyback: Should you participate or avoid?
Wipro announced its largest-ever share buyback of Rs 15,000 crore at a 19% premium, despite lackluster Q4 earnings. The IT major's board approved buying back up to 60 crore shares via tender route. Promoters intend to participate, potentially impacting the acceptance ratio for public investors.
Yes Bank shares jump 3% after Q4 earnings beat estimates. Here's what Morgan Stanley, other brokerages say
Yes Bank shares rose after reporting a strong March quarter with sharp growth in net profit and net interest income, alongside improved asset quality. However, brokerages remain cautious, citing expensive valuations, reliance on recoveries, and below-industry growth, raising concerns over the sustainability of profitability and near-term upside potential in the stock.
ICICI Bank shares rise 2% after Q4 results. What Jefferies, Bernstein and other brokerages are saying
Brokerages remain bullish on ICICI Bank after a strong quarter, citing stable margins, healthy loan growth and improving asset quality. Motilal Oswal, Elara Capital and JM Financial maintained buy ratings, with target prices up to Rs 1,783. They expect steady returns, strong buffers and consistent execution to support premium valuations and earnings growth over FY27-28.
Stocks in news: HDFC Bank, ICICI Bank, RIL, Trent, Jio Financial
Indian markets are set for a dynamic start today. Investors will closely watch the Q4 results from banking giants HDFC Bank and ICICI Bank. Reliance Industries and Jio Financial also released their earnings. Trent's board will consider a bonus issue and dividend. Geopolitical events will also influence trading. Lupin received observations from USFDA.
Can Sensex, Nifty extend gains on Monday? Oil prices, 5 factors to guide Dalal Street this week
Indian stock markets are poised for a strong opening, extending Friday's gains as GIFT Nifty surged. Optimism surrounding a potential resolution to the Iran-US conflict and falling oil prices are boosting sentiment. Major bank earnings and a strengthening rupee also provide support, with FIIs showing consistent buying interest.
India's consumer discretionary firms set for strong growth, demand recovery in Q4: Report
Consumer discretionary companies anticipate robust revenue and earnings growth in the March quarter of FY26. Demand is recovering across various segments, with jewellery leading the charge. Apparel and paints sectors also show improvement. Margins are set to expand gradually. Valuations are moderating, presenting a reasonable risk-reward ratio for investors.
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Fall in provisions help ICICI Bank's net profit in Q4 FY26
ICICI Bank's net profit rose 9% to Rs 13,702 crore in March 2026, driven by stable loan growth and a significant drop in provisions. Total advances increased 16%, with strong contributions from business banking and rural portfolios. The bank maintained a healthy net interest margin and stable asset quality.

F&O Talk: Midcaps, smallcaps stage sharp comeback, trade above key moving averages. What's the outlook?
Domestic markets closed higher on Friday, led by consumer and metal stocks, with Nifty and Sensex posting gains. Analyst Sudeep Shah of SBI Securities shared insights on Nifty and Bank Nifty's outlook, highlighting broader market strength and key levels to watch for the upcoming week.

ICICI Bank Q4 Results: Net profit up 8.5% to Rs 13,702 crore, announces Rs 12 dividend
ICICI Bank announced a net profit of Rs 13,702 crore for the fourth quarter of FY26, an 8.5% year-on-year increase. The bank's net interest income also rose by 8.4% to Rs 22,979 crore during the same period, reflecting strong financial performance.

HDFC Bank Q4 Results: Net profit rises 9% to Rs 19,221 crore; announces Rs 13 dividend for FY26
HDFC Bank announced a net profit of Rs 19,221 crore for the March quarter, a 9% rise year-on-year. This growth was achieved despite a slight 1.1% decrease in interest income, which stood at Rs 76,610 crore compared to Rs 77,460 crore in the prior year's corresponding period.

Jio Financial Q4 Results: Cons PAT declines 14% YoY to Rs 272 crore despite 106% surge in revenue
Jio Financial Q4 Results: Jio Financial Services on Friday reported a 14% year-on-year decline in its consolidated net profit for the quarter ended March 31, 2026 at Rs 272 crore compared to Rs 316 crore in the year ago period even as revenue surged 106% to Rs 1,019 crore.

YES Bank Q4 preview: NII to grow up to 12%; PAT estimates diverge. 8 things to watch
YES Bank is poised for a steady Q4FY26 performance, with brokerages forecasting healthy earnings growth driven by stable margins and resilient loan expansion. Analysts anticipate a profit after tax between Rs 765 crore and Rs 1,066 crore, reflecting significant year-on-year growth.

ICICI Bank Q4 preview: PAT to grow up to 6% YoY, NII seen rising up to 8%. 8 things to watch
ICICI Bank is expected to post a steady Q4FY26 performance, with brokerages projecting 2–6% YoY PAT growth and a 4–8% rise in NII. While loan growth and asset quality remain healthy, margins may face mild pressure. Key monitorables include NIM trajectory, deposit trends, credit costs, and provisioning.

HDFC Bank Q4 preview: PAT seen stable with up to 10% YoY growth; NIM pressure persists. 8 things to watch
HDFC Bank is expected to post a steady Q4FY26, with PAT likely growing 6–10% YoY and NIM pressure persisting. Brokerages foresee moderate NII growth, stable asset quality, and healthy deposits. Key monitorables include NIM trajectory, credit costs, loan–deposit gap, and management commentary after the Chairman’s exit.

Gujarat Gas rises 7% after Nomura upgrade. Is the Iran war a buying opportunity?
Gujarat Gas shares saw a significant jump after a major brokerage upgraded the stock. The US-Iran conflict is creating supply chain disruptions, impacting fuel availability. This situation presents opportunities for Gujarat Gas, especially in the Morbi region. The company is poised for potential volume growth and improved margins. Investors are watching closely as the market reacts to these developments.

Wipro share buyback: IT major announces Rs 15,000 crore offer at 19% premium. Key things to know
Wipro share buyback: IT services giant Wipro announced a significant Rs 15,000 crore share buyback at Rs 250 per share, a 19% premium over the last closing price. This marks the company's first buyback in over three years, involving up to 60 crore shares, representing 5.7% of its paid-up capital. Promoters have indicated their intention to participate in the tender route buyback.

Gautam Duggad on why midcaps will keep beating Nifty and his top bets for FY27
Gautam Duggad of Motilal Oswal Financial Services anticipates a sharp earnings slowdown in the fourth quarter. He strongly recommends PSU banks, defence stocks, and capital market plays for the upcoming fiscal year 2027. Duggad believes midcap companies will continue to outperform large caps due to structural growth differences. His strategy favors discretionary consumption over traditional FMCG.

HDFC AMC Q4 Results: Cons profit drops 2% YoY to Rs 623 crore; co declares Rs 54/share dividend
HDFC AMC Q4 Results: HDFC AMC reported a 2% dip in March-quarter net profit to Rs 623 crore, despite a 17% rise in revenue to Rs 1,051 crore. For the full year, profit after tax grew 16% to Rs 2,858 crore. The company recommended a final dividend of Rs 54 per share.

Coal India, NMDC emerge as must-watch mining plays as spot prices surge, says Motilal Oswal's Siddhartha Khemka
India's mining and metals sectors show strong opportunity with surging coal and iron ore prices, benefiting Coal India and NMDC. Private banks are outperforming PSUs due to NIM recovery, with SBI and ICICI Bank as top picks. The auto sector saw robust Q4 volume growth, while consumption remains mixed with jewellery and liquor showing resilience.

ICICI Lombard General Insurance shares in focus after Q4 net profit rises 7%. What are Morgan Stanley, HDFC Securities saying?
Shares of ICICI Lombard General Insurance Company are likely to be in focus after reporting stable Q4 FY26 performance, with profit after tax rising 7.3% year-on-year to Rs 547 crore. The company saw improved combined ratio, strong premium growth, and maintained a robust solvency position, while brokerages remained mixed on ratings and target prices.

Mutual fund bulls vs FII bears: The Rs 38,000 crore battle for 5 popular bank stocks
Domestic mutual funds bought banking stocks worth Rs 38,000 crore in March, countering heavy FII selling of Rs 60,655 crore during the Iran war selloff. Major accumulation was seen in HDFC Bank, ICICI Bank, SBI, Kotak Mahindra Bank, and Axis Bank. HDFC Bank emerged as the top pick across leading mutual fund houses, according to Prime Database estimates.

HDB Financial Q4 Results: Profit jumps 41% YoY to Rs 751 crore; co declares Rs 2 per share dividend
HDB Financial Q4 Results: HDB Financial on Wednesday reported a 41% year-on-year spike in its Q4 profit at Rs 751 crore from Rs 531 crore a year earlier. Alongside the results, the NBFC's Board also cleared a debt fundraising plan of Rs 32,825 crore.

Earnings vs signals: Q4 results may matter more than they look
The March quarter earnings season arrives at an inflection point, with stable numbers masking underlying economic shifts. Escalation of the Gulf conflict introduced external shocks, with first-order impacts visible in rising input costs. Investors should focus on forward-looking signals as second-order effects are expected to unfold in Q1 FY27.

Wipro Q4 Preview: Profit may fall on margin pressures. Is buyback the only thing to cheer?
Wipro is expected to report steady revenue growth but weaker profitability in the March quarter, impacted by wage hikes, acquisition-related costs and subdued discretionary spending. Sequential growth remains muted despite acquisition support, while BFSI shows resilience, and healthcare remains weak. Investors will closely track margins, deal pipeline and AI outlook.

MCX shares gain 3%, surge 12% in just 5 sessions. What’s behind the sharp rally?
MCX shares rose sharply on Wednesday, extending a five-day rally with total gains of 12%. The surge is driven by rising commodity prices and higher trading volumes, boosting earnings visibility. Strong Q3 results, including a 151% profit jump and robust turnover growth, further strengthened investor confidence in the exchange.

ICICI Prudential AMC shares slip over 3% after Q4 results. Check details
ICICI Prudential Asset Management Company share price dropped 3.4% after it reported steady March quarter earnings, supported by strong revenue growth and improved operating performance. While quarterly profit moderated sequentially, annual earnings remained robust. Expanding assets under management and a growing investor base highlight sustained business momentum and reinforce the company’s strong position in the domestic mutual fund industry.

Stocks in news: ICICI Pru Life, Anand Rathi Share, LIC, Vedanta, HAL
Markets experienced volatility, declining nearly 1% due to weak global cues, with analysts emphasizing the critical support level of 23,500 for a rebound. Several companies like ICICI Pru Life, Anand Rathi Share, LIC, Vedanta, and HAL are in focus due to Q4 results and news developments.

ICICI Pru Life Q4 Results: Profit jumps 58% YoY to Rs 609 crore; premium growth steady
ICICI Prudential Life Insurance reported a 58% jump in March-quarter profit to Rs 609 crore, while FY26 profit rose 35% to Rs 1,600 crore. Premium growth remained strong, led by one-time policies. The insurer expects retail demand to benefit from tax cuts, though market-linked product demand may stay subdued amid ongoing volatility in equity markets.

F&O Talk: Nifty's 6% gains are strongest since February 2021. Is it pullback or trend-reversal?
Indian markets concluded the week on a strong note, continuing their upward trend. Buying interest in banking, auto, and consumer stocks fueled the gains. The Nifty50 and BSE Sensex saw significant advances. Volatility eased considerably. Experts provided outlooks for Nifty and Bank Nifty, along with sector-specific strategies for the upcoming week.
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