India’s premier missile maker, known for systems like Akash that proved critical in key defence operations, Bharat Dynamics Limited is attracting fresh trader interest. Brokerage firms suggest buying near ₹1,600–₹1,650 with a target of ₹2,100, keeping a stop-loss at ₹1,400. Strong defence orders, stable margins, and rising government focus on indigenous weapons are creating a major upside opportunity, hinting that BDL may break out after consolidation.

Vodafone Idea shares jumped 7% to ₹8.19 on September 15, touching a four-month high, backed by heavy volumes. The rally comes as the company filed a Supreme Court petition against an additional adjusted gross revenue (AGR) demand of ₹5,606 crore, with a hearing set for September 19. Hopes of a $1 billion strategic investment and clarity on AGR dues are driving investor sentiment, making Vi a key stock to watch.

Triveni Turbine reported a 60% surge in Q4 standalone profit to ₹93.7 crore, with FY25 net profit up 79% at ₹374.4 crore. Revenue hit an all-time high at ₹2,006 crore, up 21% year-on-year. The board proposed a ₹2 final dividend. Strong order inflow and robust margins signal sustained growth, potentially driving positive sentiment in capital goods and renewable energy-linked stocks.

Crisil posted a 16% rise in consolidated net profit at ₹159.84 crore for Q1 CY25, with total income climbing 11% to ₹843.77 crore. The board declared an interim dividend of ₹8 per share, payable on May 19. This steady earnings growth and dividend payout reflect healthy business momentum, which may support positive stock sentiment and attract income-focused investors.

Bajaj Finance reported a strong 19% rise in consolidated net profit at ₹4,546 crore for Q4 FY25, backed by 26% growth in assets under management and stable non-performing assets. The board approved a 4:1 bonus share issue, ₹44 final dividend, and a 1:2 stock split. These moves signal strong growth confidence and may trigger positive sentiment in the stock, attracting long-term and retail investors.

India’s March 2025 economic report signals long-term market support through strong domestic reforms, infrastructure growth, declining inflation, and rising consumption. Fiscal consolidation may boost private investment, while stable services and rural demand add strength. However, geopolitical risks and trade tensions remain key threats. The outlook stays constructive for investors, especially in infrastructure, banking, and manufacturing-linked stocks, with caution on export-dependent sectors.

Trent Ltd, the Tata Group’s retail arm, posted a 56% drop in net profit to ₹311.60 crore in Q4 FY25 despite a strong 28% rise in revenue to ₹4,216.94 crore. The decline was due to higher expenses, but full-year profit still grew nearly 4%. With continued revenue momentum and a 3.28% stock gain, investor sentiment stays optimistic on long-term retail growth.

The Indian Rupee closed 2 paise lower at ₹85.25 against the US Dollar on Tuesday, pressured by rising geopolitical tensions with Pakistan and global trade uncertainty. The rupee remained weak despite strong foreign institutional investor inflows and a drop in crude oil to USD 64.78 per barrel. Traders may expect near-term volatility in currency-sensitive stocks and export sectors like IT and pharma.

Ambuja Cements Ltd reported a 16% drop in net profit to ₹1,282 crore in Q4 FY25, down from ₹1,521 crore a year ago, despite a 12% revenue jump to ₹9,802 crore. The dip comes amid higher expenses and the consolidation of recent acquisitions. While revenue growth signals expansion, the profit decline may weigh on short-term stock performance. Investors may watch for integration synergies ahead.

EY projects India’s Gross Domestic Product (GDP) to grow at 6.5% in FY26, supported by falling crude oil prices (USD 60–65 per barrel), which may ease inflation below 4%. Despite global trade tensions and weaker exports, strong fiscal space and monetary flexibility offer a cushion. Stable macroeconomic policies and upcoming trade pacts could support equity markets, especially in consumption, infra, and manufacturing-linked sectors.

Indian Energy Exchange (IEX) posted a strong 21% YoY rise in Q4 FY25 net profit to ₹117.11 crore, driven by higher revenue and record power trading volume of 31.7 billion units. Full-year profit rose to ₹429.16 crore. REC (Renewable Energy Certificate) trades surged 136% in FY25. Solid operational growth and final dividend of ₹1.50/share may support stock momentum in the near term.

SBI Cards and Payment Services Ltd reported a 19% drop in Q4 FY25 profit to ₹534 crore due to higher defaults and impairment losses. Gross non-performing assets rose to 3.08% from 2.76% YoY, while full-year profit slipped 20% to ₹1,916 crore. Despite income growth, worsening asset quality may weigh on investor sentiment and limit near-term stock upside.