TATA ELECTRONICS FINANCIALS
Ahead of Market: 10 things that will decide stock market action on Tuesday
Indian markets closed with modest gains led by SBI and ICICI Bank, as auto and energy sectors recovered; Nifty 50 up 0.05% at 24,364.85, Sensex up 0.03% at 78,520.30. India VIX rose 9.21% amid volatility. US and European markets mixed on geopolitical tensions.
Akshaya Tritiya 2026: Gold vs silver vs gold stocks. Where should investors put their money this year?
Silver has significantly outperformed gold since last Akshaya Tritiya, delivering a remarkable 160% return compared to gold's nearly 58.7%. While gold remains a stable store of value, silver's demand from key industries fuels its rise, though with higher volatility. Gold jewellery stocks have also seen substantial gains, with domestic sales surging.
Top stock picks for 2026: Defence, banks, power, and infra on Ambareesh Baliga's radar
Market analyst Ambareesh Baliga suggests a stock portfolio for the next one to five years. He highlights defence stocks like Mazagon Dock and Bharat Electronics. Banking picks include HDFC Bank and Kotak Mahindra Bank. For infrastructure, Larsen & Toubro is recommended. In power, Tata Power, NTPC, and REC Limited are favored. These sectors are seen as well-positioned amid global uncertainty.
TCS declares Nashik WFH; Wipro Q4 results
Tata Consultancy Services has moved staff to work from home amid an ongoing investigation at its Nashik office. This and more in today’s ETtech Top 5.
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.
Tata invests ₹1,500 crore more to charge up iPhone biz
Tata Group has infused ₹1,500 crore into Tata Electronics to scale up its iPhone manufacturing business, alongside plans for further investments. The group has also increased capital in its Pegatron India unit. Analysts say the move reflects long-term capacity expansion, as Tata strengthens its role in Apple supply chains and pushes into semiconductors.
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For investors with ability to think beyond FY27: 5 mid-cap stocks from different sectors with an upside potential up to 33%
The US blockade of the Strait of Hormuz, a claim by President Trump that negotiations are not dead in the water, and some tough talk from Iran. Together they ensured that confusion reigned over the fate of the Gulf war, with each cue impacting markets and crude oil prices in different ways. So, uncertainty is still the dominant theme for global markets. But then stock prices have also corrected, so the current situation presents opportunities as well.
These large- and mid-cap stocks can give more than 25% return in 1 year, according to analysts
Over the next few trading sessions, the direction of indices like the Nifty and Sensex will be determined by news on ceasefire violations and the US-Iran talks. But what will finally decide the market’s trend will be earnings – and the biggest factor impacting earnings is the price of crude oil. So, if there is a flash about a ceasefire violation, but crude oil prices don’t react adversely, then maybe one should wait it out.
Time to increase the risk quotient? Maybe, but selectively: 5 large-caps from different sectors with upside potential of up to 28%
With Israel refusing to play ball and Iran maintaining its vice-like hold on the Strait of Hormuz, the ceasefire declared by US President Trump just a day ago already looks fragile. Little wonder, then, the market is not seeing any of the euphoria of Wednesday and is now under pressure once again. Of course, Thursday’s downmove could well be due to profit-booking after the big gains notched up yesterday. Either way, it is a time to be cautious and selective.
ET Prime Special Series: Multibagger or Bankrupt - Part 53: All vehicles need this auto ancillary’s product, but its EV future is still taking shape
This auto ancillary is not trying to be many things at once. It has stayed in one technical lane for years and built its business around a function every vehicle needs. That gives the story some stability. But it does not remove the risks. A large share of revenue comes from a few customers, the group is carrying unresolved contingent matters, and the gap between standalone and consolidated earnings shows the cost of building backward integration. In a sector moving toward EVs, this business still looks rooted in old strengths, while its next phase is only beginning to take shape.
IT mojo returns pre-Q4 results; Flipkart's AI sprint
IT stocks have gained momentum ahead of Q4 results. This and more in today's ETtech Top 5.
Air India, Tata Digital losses push Tata Sons’ new ventures towards Rs 29,000 crore hit: Report
Tata Sons' new ventures face significant financial challenges. Projections indicate a combined loss of up to Rs 29,000 crore in FY26. Air India is the largest contributor to these losses. Tata Digital also shows mounting losses despite substantial investments. Chairman Natarajan Chandrasekaran is expected to present a turnaround plan soon.
Iran war, earnings hit and more: Brokerages identify nearly 80 stocks from a battered Indian market for FY27
Brokerages see the recent market correction driven by geopolitical tensions and rising oil prices as a buying opportunity, identifying nearly 80 stocks across sectors. While near-term risks remain, valuations have eased and earnings growth outlook stays intact. Analysts expect volatility to persist but believe the downside is largely priced in, making the current phase suitable for gradual accumulation.
Will FY27 be better than 'black swan' FY26 for markets? Here's what Motilal Oswal says
Indian equities underperformed in FY26 due to global headwinds, FII outflows, and limited exposure to the AI boom, despite improving domestic earnings and policy support. Motilal Oswal expects FY27 to benefit from delayed effects of fiscal and monetary stimulus, narrower valuations, and a favorable base. Key stock picks include Bharti Airtel, SBI, ICICI Bank, M&M, Titan, and Infosys.
Where aircraft go when they need a safe haven – or to die. As the Gulf war draws attention to ‘boneyards’, where does India stand?
Wars, pandemics, and airspace closures have created a lucrative, if niche, global industry: Specialised airports, called aircraft boneyards, that make money storing idle fleets – or performing their last rites. As the Gulf conflict forces airlines of the region to scale down operations, ET Prime maps this little-known ecosystem that is a safe haven for aircraft. What it costs, how it works, the crises that have filled these remote airports in the past. And, why does India – with the world’s third largest domestic aviation market and periodic airline-related crises – have nothing like it?
Silver & gold ETFs gain over 119% in FY26. Time to add, rebalance or book profits for FY27?
Silver and gold ETFs delivered exceptional returns exceeding 119% in FY26. Silver ETFs led with 117.89% gains, while gold ETFs offered 54.80%. Experts advise rebalancing based on long-term asset allocation, suggesting a 5% to 15% range. Investors should approach current levels with caution, considering SIPs for new investments and partial exits if allocations exceed targets.
Financial services companies buck weak market to rock IPO show
Financial services firms achieved record fundraising in FY26, raising ₹49,795 crore through IPOs, the highest in a decade. Despite a struggling finance sector index, these new listings significantly boosted the primary market. Major IPOs from Tata Capital and HDB Financial Services led this surge, accounting for a substantial portion of the total funds raised.
Less than half equity mutual funds offer positive returns in FY26. Were they a part of your portfolio?
Less than half of equity mutual funds delivered positive returns in FY26, with international funds leading performance. Experts advise caution, recommending measured allocations and diversification rather than chasing past returns. For FY27, a constructive outlook suggests focusing on diversified equity funds and large-cap categories.
Overseas education insurance: Why Indian student travel policies matter beyond university health cover
Indian students abroad face unexpected travel disruptions. University insurance primarily covers medical needs. However, Indian student travel policies provide essential financial protection for issues like study interruptions, lost baggage, and passport loss. These policies act as a vital supplement, offering comprehensive coverage for academic, emotional, and legal risks. They are a smart investment for students navigating unfamiliar environments.
Ahead of Market: 10 things that will decide stock market action on Monday
Indian markets rose, led by IT, auto, and metal stocks, while banking weakness limited gains. Analysts indicate short-term pullbacks, with global tensions and weak US-European markets keeping investors cautious.
Semicon ecosystem players seek sops to meet chip goals
Companies related to semiconductors have sought financial incentives, such as capital subsidies and rebates on power and taxes, to help achieve the stated goals of the second phase of the India Semiconductor Mission (ISM), underscoring the criticality of building a broader ecosystem beyond fabs.
JLR revving up execution to get past cyberattack dent
Jaguar Land Rover, recovering from a costly cyberattack, is reinforcing its "house of brands" strategy by assigning financial responsibility to each brand and elevating procurement to the board. New CEO PB Balaji emphasizes faster execution of the existing strategy, focusing on medium to long-term performance rather than short-term quarterly results to regain its position as Tata's automotive driver.
Sensex falls 600 points, Nifty below 23,000: Oil above $100 among 7 triggers behind today's D-St crash
Indian stock markets experienced a significant downturn for the fourth consecutive session, with Sensex and Nifty 50 falling sharply. Elevated crude oil prices, driven by the ongoing Iran-Israel-US conflict and disruptions in the Strait of Hormuz, continue to weigh on investor sentiment and global markets.
Capgemini planning 15,000-seat development centre in Visakhapatnam
Global technology firm Capgemini is exploring a significant investment in Visakhapatnam. The company plans to establish a large development centre, potentially creating 15,000 jobs. This move is driven by a desire to tap into the skilled talent pool originating from Andhra Pradesh. Discussions are underway with the state government for land acquisition.
Silver ETFs see first outflows in 26 months. Profit booking or a cautious approach?
Silver ETFs saw significant outflows in February, reversing January's record inflows. Experts suggest this is due to profit booking and caution after a sharp price rally and subsequent correction. Investors are advised to maintain long-term asset allocation rather than reacting to short-term movements. The market anticipates continued volatility but a supportive long-term outlook for silver.
ET Prime Special Series: Multibagger or IBC - Part 49: This auto ancillary has an EV theme, but its balance sheet needs a close read
A company can look well placed for the EV transformation on paper and still leave important questions unanswered in the financials. That is the case with this small-cap auto ancillary, whose products appear less exposed to powertrain disruption than many others. Yet the financials are less straightforward. Receivables have risen faster than revenue, and a related-party receivable has turned credit-impaired. At the same time, the company carries meaningful fair-value upside in investment property and earns rental income from it. For investors tracking auto ancillaries, EV readiness alone may not be enough here.
Niti Aayog urges states to stick to FRBM norms, strengthen fiscal discipline
Niti Aayog urges states to adhere to prudent fiscal deficit guidelines. This entails judicious spending, broadening the GST framework, and enhancing capabilities for tax collection. The 2023-24 Fiscal Health Index showcases the best-performing states, while those facing financial challenges must implement consolidation strategies. Maintaining robust fiscal health serves as a safeguard against economic fluctuations.
Seeing red everywhere? 40 stocks put together to buy amid Israel-Iran war
Global markets face volatility due to US-Iran tensions. Indian markets are impacted by rising crude oil prices. Analysts suggest focusing on nearly 40 stocks in sectors like defence, pharma, banking, infrastructure, and FMCG. These sectors offer resilience or potential benefits during geopolitical stress. Investors can protect portfolios by considering these strategic picks.
Quant Mid Cap Fund adds ICICI Bank, Paytm and 2 others, exits Escorts Kubota and GMR Airports
Quant Mid Cap Fund has strategically adjusted its portfolio in February, introducing ICICI Bank, Paytm, Colgate-Palmolive, and LG Electronics India as new holdings. The fund also divested its entire stake in Escorts Kubota and GMR Airports, while reducing exposure in Godrej Properties and Linde India.
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