TATA MOTORS Q1 NUMBERS

Tata Elxsi Q4 Results: Profit jumps 28% YoY to Rs 220 crore; co declares Rs 75 per share dividend

Tata Elxsi reported Q4FY26 results with net profit rising 28% to Rs 220 crore and revenue up 9% to Rs 994 crore, driven by deal wins, media and transportation growth, stronger margins, and a recommended Rs 75 dividend for shareholders

Is UnitedHealth Group back on track? UNH stock jumps sharply after Q1 2026 earnings beat—is AI the real needle mover for UnitedHealth shares?

UNH stock jumps on strong Q1 earnings: UnitedHealth Group delivered a decisive surprise on April 21, 2026. UnitedHealth stock surged nearly 7% on April 21, 2026, after UnitedHealth Group posted strong Q1 earnings. UNH reported $7.23 EPS and $111.7 billion revenue, both beating Wall Street estimates. The key shift came from cost control. Medical cost ratio fell to 83.9%, signaling improving margins. UnitedHealth also raised full-year EPS guidance above $18.25, strengthening confidence. AI remains part of the long-term strategy, but it did not drive this quarter’s surge. UnitedHealth stock now shows early signs of a structured turnaround.

Nifty can rally to 30,089 in Prabhudas Lilladher’s bull case scenario, adds 3 stocks to model portfolio

Domestic brokerage Prabhudas Lilladher sees Nifty rallying 24% to 30,089 in a bull-case scenario, driven by strength in banks, capital goods and telecom. It added Polycab India, JSW Steel and Fortis Healthcare to its model portfolio, while cautioning on inflation risks and global uncertainties.

Delhi-NCR, Bengaluru office rentals cross Rs 100/sq ft/month milestone: Knight Frank

Office rental rates in Bengaluru and Delhi-NCR have now crossed Rs 100 per sq ft. This milestone is driven by strong demand for prime workspaces that outstrips available supply. Mumbai already sees rentals above this mark. Across eight major Indian cities, office rents saw a 2-15 percent annual increase in early 2026. Leasing activity reached a record 29.

Trent shares jump 8% in two days as investors await bonus issue bonanza on April 22. What to expect?

Trent shares surged after the company announced a board meeting to consider a bonus issue, dividend and fund-raising plans. The stock has gained sharply in recent sessions, supported by strong business momentum. Despite expected pressure on operating profit, analysts remain focused on the growth outlook driven by store expansion and steady revenue performance.

Tata Motors PV vs Maruti Suzuki: Automaker stocks race up to 22% in April so far, should you buy?

Tata Motors and Maruti Suzuki shares have rebounded in April after a March decline. Analysts suggest Maruti Suzuki suits conservative investors seeking stability, while Tata Motors offers higher growth potential for medium-term horizons, driven by its EV push and product pipeline.

Tata Digital CEO on company's reset; Groww doubles net profit in Q4

Happy Tuesday! Tata Digital CEO Sajith Sivanandan spoke to us exclusively about the ongoing restructuring at the company under him. This and more in today's ETtech Morning Dispatch.

Revamped Tata Neu to bet on loyalty, financial services: Tata Digital CEO Sajith Sivanandan

Tata Digital is pivoting Tata Neu from a broad commerce aggregator to a loyalty-led financial services platform, focusing on payments, investments, and insurance. This strategic shift acknowledges that existing Tata businesses already have strong customer relationships, aiming for Tata Neu to complement rather than compete with them.

Tata Trusts review trustee roles at two entities as Maharashtra law caps lifetime positions

Tata Trusts is currently under the microscope due to its ongoing trustee appointments. Recent legislation in Maharashtra has placed limitations on these positions, striking a chord with the Sir Ratan Tata Trust and the Tata Education and Development Trust. This legislative shift is designed to bolster governance standards and diminish potential legal conflicts.

India's EV boom outpaces charging infrastructure, tests network limits

The electric vehicle revolution in India is gaining traction, with an impressive uptick in consumer interest, but there's a catch: charging stations are falling short of demand. With estimates predicting millions of EVs in daily use, the current infra is inadequate to support such growth.

Netflix Q1 2026 earnings beat: Why did Netflix stock fall despite strong results and weak forward guidance outlook?

Netflix (NFLX) dropped after Q1 2026 earnings despite beating profit estimates, as stock market reaction turned negative on weak outlook signals. The company posted $1.23 EPS versus $0.76 expected and $12.25B revenue, up 16% year-over-year, showing strong Netflix Q1 earnings performance. However, Netflix 2026 guidance stayed below Wall Street expectations, raising concerns about Netflix stock forecast and growth slowdown risk. Investors focused on Netflix revenue outlook $50.7B–$51.7B and margin pressure near 31.5%. The mix of strong earnings and cautious guidance created volatility. Netflix stock analysis now highlights valuation stress, insider selling, and slower future growth expectations.

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.

Tata Group presence in UP to more than double: Chairman Chandrasekaran

Tata Group's presence in Uttar Pradesh is set to more than double. The state is poised to become a major manufacturing and export hub. Tata Motors aims to produce two million vehicles in five years. Tata Consultancy Services will double its workforce. The group is expanding into new sectors and social development initiatives.

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.

Mahindra eyes South Africa expansion as China rivals gain ground

Mahindra & Mahindra is reportedly in advanced talks to upgrade its South African plant, potentially introducing completely knocked-down (CKD) production. This move aims to capitalize on rising demand for affordable vehicles and sidestep potential import tariffs, enhancing local manufacturing capabilities and competition in the South African market.

‘UP becoming global manufacturing hub’: CM Yogi flags off Tata Motors’ 10 lakhth vehicle in Lucknow

Nifty rebounds 8% in April after March rout, but stays below pre-war levels. What does it signal?

Nifty has rebounded 8% in April after a sharp March correction but remains below pre-war levels, signalling cautious recovery. The bounce is driven by short covering and selective buying, while persistent FII outflows, elevated crude prices and geopolitical risks continue to weigh on sentiment despite improving valuations.

Do not allow outside interference in factory operations: UP CM Adityanath at Tata event

Uttar Pradesh Chief Minister Yogi Adityanath stressed the need to prevent external interference in factory operations. His remarks followed recent worker unrest in Noida. Adityanath spoke at a Tata Motors event in Lucknow, celebrating the rollout of the one-millionth bus. He highlighted the company's contribution to employment and youth development.

HDFC Bank, BSE and Tata Motors among top stocks mutual funds bought and sold during March crash

Indian mutual funds aggressively bought equities last month amidst a market correction. They invested heavily in HDFC Bank and BSE, acting as a stabilising force against foreign investor selling. Funds also booked profits in Tata Motors. Banking stocks remain a dominant sector for mutual funds, with HDFC Bank, ICICI Bank, and SBI featuring prominently.

Iran war halts but missiles would echo in Q4 results: 40 stocks may report over 20% profit dip

India's corporate earnings for the quarter ended March 2026 are feeling the economic heat from the recent Israel-US-Iran conflict. While some sectors like NBFCs and metals are set for strong growth, others, particularly oil and gas and auto, face significant profit declines due to crude price spikes and rising input costs. Investors are advised to maintain a cautious outlook.

Tata Motors eyes global expansion post demerger, aligns PV biz with JLR; Iveco deal to boost CV footprint

Tata Motors is boosting its global presence after a successful FY26 and business split. The company is integrating its passenger car division with Jaguar Land Rover to find new efficiencies. Strong domestic sales in passenger and commercial vehicles are driving this growth. Tata Motors is also looking at acquiring Iveco to become a top global commercial vehicle maker.

Tata Motors, TMPV shares soar up to 11% on Iran war ceasefire. Here’s why it matters

Shares of Tata Motors and Tata Motors Passenger Vehicles rose sharply on Wednesday after US President Donald Trump agreed to a ceasefire with Iran, tied to reopening the Strait of Hormuz. Cooling crude prices boosted sentiment on D-Street. The Strait of Hormuz is a key route that carries 20% of the world’s oil supply.