Latest Stock Market News

China has reduced its benchmark lending rates. This is the first cut since October. The one-year loan prime rate and the five-year LPR both saw a decrease. These rates influence loan pricing and mortgages. This action follows other stimulus measures by Beijing. The aim is to mitigate economic damage from the trade war with the United States.

Gold prices experienced a slight dip as the dollar strengthened and optimism grew regarding potential ceasefire negotiations between Russia and Ukraine. Spot gold fell by 0.4% to $3,217.50 an ounce, while U.S. gold futures also declined. Investors are cautiously watching remarks from Federal Reserve officials amidst economic uncertainty and recent credit rating downgrades.

Borana Weaves, a Surat-based textile manufacturer, launched its IPO today, aiming to raise approximately Rs 145 crore through a fresh issue of shares. The IPO, priced between Rs 205 and Rs 216 per share, will fund a new manufacturing unit and working capital.

Hindalco Industries is expected to announce its Q4FY25 earnings, with brokerages predicting a net profit growth between 25% and 55%. Revenue could rise by 4% to 12%, driven by higher aluminium and alumina prices. Axis Securities anticipates a strong performance, with a 29% YoY increase in PAT and a 12% YoY growth in revenue.

Integrity Infrabuild Developers, a Gujarat-based firm, will list on the NSE SME platform. The IPO price was Rs 100 per share. It was oversubscribed 2.17 times. The company will use the IPO proceeds for machinery, working capital, and corporate purposes. The firm specializes in government projects. It has secured contracts worth Rs 206 crore. Aryaman Financial Services managed the IPO.

Bharat Electronics Limited reported a robust 18% YoY increase in net profit, reaching Rs 2,127 crore for Q4FY25, alongside a 7% rise in revenue to Rs 9,150 crore. The board proposed a final dividend of Rs 0.90 per share.

Choice Broking has issued a ‘Buy’ rating on Divi’s Laboratories with a target price of Rs 7,275, suggesting an upside potential of 15% from the current market price of Rs 6,281.

Jigar Mistry of Buoyant Capital notes a dichotomy in the Indian market: strong macro indicators contrast with elusive earnings recovery, particularly in mid and small-cap sectors. While banks drive Nifty s growth, retail behavior shows mixed signals with rising SIPs alongside high cancellation rates. Mistry emphasizes that sustained market levels depend on earnings catching up with strong flows.

Jigar Mistry of Buoyant Capital favors healthcare, materials, chemicals, and banking sectors, preferring large-cap private banks over PSU banks. He remains positive on both generic and CDMO pharma segments, dismissing tariff concerns. Mistry believes valuations are elevated, especially for narrative-driven stocks lacking earnings, advocating for a focus on fundamentals over market flows.

Waaree Energies will be in focus after board approval to acquire Kamath Transformers for Rs 293 crore and Green New Delhi Forever Energy for Rs 1 lakh per share. Both acquisitions, aimed at business expansion, are expected to complete in FY26 and will be funded through cash. The stock trades above key moving averages despite a ‘Sell’ rating with a 12% downside target.