Global markets show mixed trends, with US futures slightly positive and Europe mostly weak. Asian markets remain subdued amid holidays. FIIs and DIIs were net buyers. Commodities indicate cautious sentiment. Strong corporate earnings and deals dominate positives, while losses, operational issues, and leadership changes weigh on select companies.
Global Market Futures (as of 06:25 AM IST)
US Market (Futures)
- Nasdaq: +0.08%
- Dow Jones: +0.09%
- S&P 500: +0.08%
European (Futures)
- Ftse 100: -0.74%
- Cac 40-: +0.34%
- Dax : -0.44%
Asian:
- NIKKEI 225: -0.02% (Futures)
- ASX 200: -0.68%
Gift Nifty (Prev Close): 24077.50 (+0.14%)
Note: Japan markets observe a Trading Holiday today on account of ‘National Sovereignty and Children's Day’, South Korea markets on account of ‘National Sovereignty and Children's Day’ & China markets on account of ‘Labor Day’.
FII and DII Trading Activity May 4, 2026 in Cash Market Segment:
FIIs / FPIs: Net Buy of ₹2835.62 crores
DIIs: Net Buy of ₹4764.16crores
Key Results Today:
Aadhaar Housing Finance, Aavas Financiers, Aeroflex Industries, Ajanta Pharma, Coforge, Dalmia Bharat Sugar, DCW Ltd, GHCL Ltd, Hero MotoCorp, J&K Bank, Larsen & Toubro, M&M, Marico, PNB, Poonawalla Fincorp, Raymond, Shankara Building Products, Shanthi Gears, Shoppers Stop, Spandana Sphoorty, SRF Ltd, UBL, Voltamp
Commodity Market Updates:
International commodity markets show mixed movement with a slight bearish bias across precious metals and energy. Gold is trading near 4,530.10, while XAU/USD stands at 4,520.83, both marginally down by about 0.07%, indicating mild profit-taking. Silver underperforms, declining to 73.013 (-0.69%), reflecting broader weakness in metals. In contrast, copper shows resilience, edging higher to 5.8738 (+0.24%), suggesting steady industrial demand. Energy markets are mixed: WTI crude oil drops to 105.10 (-1.24%), signaling demand concerns or supply adjustments, while Brent crude inches up to 113.98 (+0.14%). Natural gas remains weak at 2.842 (-0.53%). Overall, sentiment appears cautious with selective strength in base metals.
Key Corporate Updates:
Positive:
- SNL Bearings: Declared an interim dividend of ₹15 per equity share, indicating shareholder payout for the period.
- Dynacons Systems: Secured an RBI order for private cloud infrastructure worth ₹7.51 billion, marking a significant order inflow.
- IIFL Capital Services: Reported March-quarter consolidated total revenue of ₹6.55 billion and net profit of ₹1.15 billion, reflecting healthy profitability.
- TruHome Finance: Reported March-quarter revenue from operations of ₹6.75 billion and PAT of ₹1.57 billion.
- Envair Electrodyne: Received in-principle approval for a project worth ₹1.37 billion, supporting future growth pipeline.
- Anlon Technology Solutions: Received an order worth ₹10.5 million from Airport Ltd.
- Puravankara: Received favourable appellate orders allowing tax deductions, reducing tax liabilities by ₹277.5 million.
- Computer Age Management Services: Reported March-quarter consolidated revenue of ₹3.95 billion and net profit of ₹1.26 billion; recommended a final dividend of ₹4 per share and approved investments and acquisitions to expand capabilities.
- AWE-IS Space Solutions: Tax demand of ₹29.7 million was dropped, eliminating a contingent liability.
- Premier Energies: To acquire a minimum stake in Hexa Energy BH Five for ₹687 million, indicating strategic investment.
- Aditya Birla Capital: Profit rises 30% YoY to ₹1,124.0 crore Vs Rs 864.6 crore Revenue rises 12% YoY to ₹15,877.0 crore Vs ₹14,158.0 crore
- Tata Chemicals: Approved ₹1 billion investment to debottleneck salt capacity at Mithapur and expects capacity addition over the next 12 months; recommended dividend of ₹11 per share.
- Aarti Industries: Reported March-quarter revenue of ₹26.56 billion and net profit of ₹1.47 billion; recommended dividend of ₹1 per share.
- NIBE: Subsidiary received ₹125.8 million award from MSEDCL.
- Afcons Infrastructure: Received EPC order worth ₹3.73 billion in April 2026.
- KEI Industries: Reported March-quarter revenue of ₹34.76 billion and profit of ₹2.84 billion.
- EMS: Received order worth about ₹1.44 billion.
- Sobha: Reported Q4 revenue of ₹19.88 billion and net profit of ₹918.4 million; recommended dividend of ₹6 per share.
- Tata Technologies: Reported Q4 revenue of ₹15.72 billion and net profit of ₹2.04 billion; recommended final dividend of ₹8.35 per share and special dividend of ₹3.35 per share.
- Petronet LNG: Reported March-quarter revenue of ₹94.42 billion and PAT of ₹13.38 billion; declared dividend of ₹3 per share.
- Jindal Stainless: Reported Q4 revenue of ₹113.37 billion and net profit of ₹8.44 billion; declared dividend and expects steady growth outlook.
- Ambuja Cement: Profit surges 77.6% YoY to ₹1,830.0 crore Vs ₹1,029.9 crore Revenue rises 10.1% YoY to ₹10,892.0 crore Vs ₹9,894.1 crore
- IIFL Finance: Profit surges 148% YoY to ₹623.0 crore Vs ₹251.2 crore Total income grows 51% YoY to ₹2,090.0 crore Vs ₹1,384.1 crore
- Sobha Q4: soars 481% YoY to ₹91.8 crore Vs ₹15.8 crore Revenue jumps 60% YoY to ₹2,030.0 crore Vs ₹1,270 crore
- Godrej Properties: Profit up 134% YoY to ₹381.0 crore Vs ₹162.8 crore Revenue up 110% YoY to ₹2,121.0 crore Vs ₹1,010.0 crore
- Wockhardt: Reported March-quarter revenue of ₹9.65 billion and net PAT of ₹1.66 billion; approved fundraising proposal.
- Ceigall India: Received small contract from Punjab government department.
- Adani Group Stocks: Strong market momentum observed, with key group companies hitting new highs and renewable segment gaining traction.
Negative:
- Jaiprakash Power Ventures: Reported March-quarter revenue of ₹13.86 billion but posted a net loss of ₹133.7 million.
- Shiva Cement: Reported March-quarter revenue of ₹1.21 billion with a net loss of ₹286.3 million.
- Standard Surfactants: Fire incident at Madhya Pradesh plant; no casualties reported but operations may remain impacted for 2–3 months.
- Tata Chemicals: Reported Q4 revenue of ₹34.38 billion and net loss of ₹21.32 billion, impacted by a one-time charge of ₹18.37 billion.
- Orosil Smiths India: Reported lost or misplaced shipments valued at ₹198,000.
- J Kumar Infraprojects: Summons issued to MD following complaint; company unable to assess impact currently.
- Asahi India Glass: Partial chimney breakdown at plant; no injuries and operations continue without supply disruption.
- Bihar Sponge Iron: Received insolvency demand notice for alleged unpaid debt of ₹19.8 million.
- Hindustan Zinc: CFO resignation and independent director exit reported.
- Jindal Stainless: Indicated inability to fully pass on higher LPG and propane costs, implying margin pressure.
Neutral
- RBI: Rohit Jain appointed Deputy Governor with key portfolios including financial markets and forex regulation.
- Adani Ports: Large block deal involving sale of 45.9 million shares by a foreign investor.
- Reliance Industries: Operating alkylation unit at reduced levels and increasing LPG output significantly amid changing market conditions.
- Biocon: Board to consider investment in Biocon Biologics through preferential equity allotment.
- Bank of Baroda: To consider capital raising via AT1 and Tier 2 bonds.
- Supra Pacific Financial Services: Appointed Manoj Ravi as CEO.
- Manappuram Finance: Leadership restructuring planned with continuity until September 2026.
- Indokem: Reappointed Managing Director.
- Ather Energy: Indicated potential price hikes and long-term manufacturing expansion timeline.
- Petronet LNG: Highlighted ongoing supply disruptions from Qatar and plans for infrastructure expansion.
- NSE: Introduced Electronic Gold Receipts segment.
- SEBI: Issued consultation paper for regulatory amendments in securitised debt instruments.
Macro, Non-Corporate, Unlisted & Foreign Stocks
1) India Government: Direct tax collections for FY26 showed moderate growth, with net collections up 5.1% and gross collections up 4%.
2) RBI: Issued warnings against misleading loan waiver campaigns and continued regulatory actions on cooperative banks.
3) Bond Market: 10-year government bond yield closed marginally higher at 7.0194%.
4) Global (CENTCOM): Confirmed no US Navy ships were struck amid ongoing geopolitical tensions.
5) Delhi Metro: Initiated planning for seven new Phase V(B) corridors, indicating infrastructure expansion.
6) FIFA World Cup 2026: Media rights negotiations ongoing in India and China, with deals yet to be finalised despite agreements in over 175 territories.
7) FIFA / Reliance-Disney JV: Broadcast rights negotiations remain unresolved, with reported bid deemed inadequate by FIFA.
Bulk and Block Deals
Dhara Rail Projects:
India Max Investment Fund Limited sold 0.80 lakh shares (0.53 percent) of Dhara Rail Projects at ₹124.66 per share.
KRM Ayurveda:
Pine Oak Global Fund sold 1.13 lakh shares (0.53 percent) of KRM Ayurveda at ₹235.62 per share.
Adani Ports and Special Economic Zone:
Capital Group International All Countries Equity Trust (US) bought 2.46 crore shares of Adani Ports at ₹1,632.45 per share, while Capital Income Builder purchased 37.81 lakh shares. Europacific Growth Fund acquired 1.74 crore shares at the same price. On the other hand, Worldwide Emerging Market Holding Limited sold 37.81 lakh shares, 1.74 crore shares and 2.46 crore shares, all at ₹1,632.45 per share.
Siemens Energy India (Enrin):
BNP Paribas Financial Markets bought 0.89 lakh shares of Enrin at ₹3,256.80 per share, while Goldman Sachs Bank Europe SE sold 0.89 lakh shares at the same price.
Tata Motors Commercial Vehicles (TMCV):
BNP Paribas Financial Markets bought 7.18 lakh shares of TMCV at ₹405.80 per share, while Goldman Sachs Bank Europe SE sold 7.18 lakh shares at the same price.
On-going IPO:
Last Date 05-May
Onemi Technology Solutions Ltd (KISSHT)
Last Date 06-May
Value 360 Communications Ltd (NSE SME)
Last Date 07-May
Recode Studios Ltd (BSE SME)
Bagmane Prime Office REIT
Upcoming IPO:
NIL
Securities Trading Ex-Dividend on May 5, 2026
Elantas Beck India Ltd, Hexaware Technologies Ltd
Securities Trading Ex-Stock Split on May 5, 2026
Avro India Ltd (From Rs.10 to Re.1)
Securities Trading Ex-Income Distribution on May 5, 2026
Indus Infra Trust (InvIT), Mindspace Business Parks REIT (RITES)
Securities Under F&O Ban on May 5, 2026
NIL
Source: WOWNEWS24X7, Moneycontrol, Investing.com
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