Power capex stocks such as Hitachi Energy India, GE Vernova, TD Power and CG Power witnessed an uptick on Thursday, tracking Nvidia’s strong data-centre growth and bullish revenue outlook. Expectations of sustained AI infrastructure spending boosted sentiment, while US restrictions on Chinese power equipment added to optimism over demand for Indian suppliers.
Motilal Oswal has initiated coverage on Adani Enterprises with a Buy rating and a target price of Rs 3,880, implying 25% upside from the prevailing market price. The brokerage expects EBITDA to more than double by FY29, supported by airports, new energy, roads, copper and other infrastructure businesses. It also sees faster earnings growth and easing leverage as key drivers for the stock.
Indian government bonds fell on Thursday, opening flat before succumbing to pressures from heavy debt supply despite declining oil prices. Policy meeting minutes hinted at possible interest rate hikes should inflation risks emerge more broadly. Meanwhile, Brent crude oil prices dropped for the fourth day in a row, and overnight indexed swap rates reflected a potential increase after a recent sharp decline.
Nvidia’s AI boom remains strong, but rising memory costs and growing debt are emerging as key risks. The chipmaker expects gross margins to bottom at 71–72% in Q4 FY27, while rising debt could pressure its financial condition and cash flows.
Over the last five years, various Indian stocks have reached extraordinary tenbagger returns, including remarkable surges in GE Vernova T&D and BSE shares, which soared by over two thousand percent. Other notable firms like Apar Industries and Zen Technologies also reported impressive growth. Noted investor Peter Lynch suggests that understanding your investments and maintaining them for the long haul can yield fruitful results.
Devyani International witnessed an uptick on Thursday after the company said its merger with Sapphire Foods India remains on track, while a proposed secondary share sale involving Sapphire Foods Mauritius and Arctic International has been called off. The share-swap ratio remains unchanged, but the revised deal alters the expected post-merger promoter holding.
Vijay Kedia’s top five stock holdings and how they have performed over the past month.
Capri Global shares fell nearly 3% after BSE and NSE imposed fines of Rs 74,000 each plus taxes for delayed compliance with SEBI listing regulations. The company said the penalties have no material financial or operational impact and plans to seek a waiver. The stock remains up 35.43% in 2026.
Hindustan Copper shares fell around 3%, after the government concluded its Rs 2,982-crore OFS, which was oversubscribed. The company also faces Rs 14.43-lakh fines each from BSE and NSE over board composition compliance. Despite short-term pressure, the stock has delivered strong long-term returns.
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