Daily Stock Market Report
MARKET
DIGEST
26 Stocks · BSE / NSE / KOSPI
📅 May 7, 2026
India & Global Markets
India & Global Markets
⚠️ FOR INFORMATION ONLY — Not investment advice. Based on publicly available data as of May 7, 2026. Consult your financial advisor before investing.
Q4 FY26 RESULTS
1
Polycab India Ltd.
NSE: POLYCABWires & Cables · FMEG · EPC
Q4 FY26 Results
Revenue₹8,864 Cr▲ 27% YoY
EBITDA₹1,161 Cr▲ 13.3% YoY
EBITDA Margin13.1%▼ 160 bps
Dividend₹47/sh
- Wires & Cables grew 30% — strong domestic demand + market share gains +3-4% mkt share
- FMEG segment surged 47% — Solar products nearly doubled; now largest FMEG category ▲47%
- International business grew 18% and is now 4.4% of total revenue
- EPC segment declined 15% due to execution delays ▼15%
- Margin pressure from unfavourable product mix and cost inflation
- Target: 8–10% EBITDA margin by FY30 under Project Spring
Price data not available in report
2
Shree Cement Ltd.
NSE: SHREECEMCement
Q4 FY26 Results
Revenue₹6,101 Cr▲ 10.3% YoY
Net Profit₹526 Cr▼ 8.3% YoY
EBITDA₹1,384 Cr▼ 3% YoY
EBITDA Margin22.6%▼ 320 bps
- Cement volumes up 11% YoY to 10.56 MnT; up 24.5% QoQ — strong volume recovery
- New Kodla, Karnataka plant commissioned → adds 3.65 MTPA clinker + 3.50 MTPA cement
- Now 3rd largest cement company in India with 69.3 MTPA capacity
- Premium products now 22% of trade volume (up from 16% last year) ▲
- Margin under pressure due to rising fuel, power & logistics costs Cost pressure
- Dividend: ₹150/share for full FY26 (up 36% YoY) ▲36%
Price data not available in report
3
Greaves Cotton Ltd.
NSE: GREAVESCOTEngineering · Auto Components
Q4 FY26 Results
Revenue₹1,000 Cr▲ 21.5% YoY
Net Profit₹23 Cr▼ 6.2% YoY
EBITDA₹68 Cr▲ 48% YoY
EBITDA Margin6.8%▲ 120 bps
- Revenue milestone: ₹1,000 Cr — up 21.5% with broad-based demand across all segments
- EBITDA jumped 48% — improving operational efficiency Strong
- International now 13% of core revenue (was 9%) — growing global footprint
- Net profit dipped slightly despite strong top-line — watch operating leverage going forward
- Dividend: ₹2/share declared
Price data not available in report
4
SK Telecom
KOSPI: SKTTelecom · AI Services · South Korea
Q1 2026 Results
Net Profit₩316 Bn▼ 12.5% YoY
Op. Profit₩537 Bn▼ 5.3% YoY
Revenue₩4.39 Tn▼ 1.4% YoY
AI Data Centre₩131 Bn▲ 89.3%
- Results impacted by April 2025 data breach — lost 600K subscribers Cyber risk
- Recovering well — added +210K mobile subscribers in Q1 2026
- AI Data Centre revenue nearly doubled (+89%) — key bright spot AI growth
- Operating profit crossed ₩500 Bn for first time since cyberattack — positive sign
- KOSPI hit all-time high of 7,523 pts then corrected slightly after profit-booking
Korean market data — KOSPI
8
CG Power & Industrial Solutions
NSE: CGPOWERElectrical Equipment
Q4 FY26 Results
Standalone PAT₹411 Cr▲ 49.4% YoY
Standalone Income₹3,215 Cr▲ 22.2% YoY
FY26 Profit₹1,316 Cr▲ 35.1%
FY26 Income₹11,584 Cr▲ 22.1%
- Standout performer — Standalone profit up nearly 50% in Q4 Outstanding
- Full year FY26 net profit: ₹1,316 Cr — up 35% — consistent strong growth
- Stock near 52-week high of ₹862.95 today — market reacting positively
₹858.20
▲ +3.40% Today
- 52W High₹862.95
- 52W Low₹525.50
- Mkt Cap₹1,34,735 Cr
- Promoters56.36%
12
Bharat Forge Ltd.
NSE: BHARATFORGAuto Components · Defence
Q4 FY26 Results
Net Profit₹233 Cr▼ 17.4% YoY
Revenue₹4,528 Cr▲ 17.5% YoY
EBITDA₹778 Cr▲ 14.2% YoY
EBITDA Margin17.81%▲ 13 bps
- Revenue up strongly, but profit down — higher costs impacted bottom line PAT ▼
- Defence order book: ₹4,814 Cr in FY26 including ₹2,816 Cr defence contracts Defence push
- Dividend: ₹6.50/share declared
- Stock jumped +4.33% post results despite profit dip — defence orders reassure investors
₹1,954
▲ +4.33% Post-Results
- ExchangeNSE
- Dividend₹6.50/sh
13
Bajaj Auto Ltd.
NSE: BAJAJ-AUTOAutomobiles · 2W & 3W
Q4 FY26 Results
Standalone PAT₹2,746 Cr▲ 34% YoY
Consol. PAT₹3,661 Cr▲ 2x YoY
FY26 PAT₹9,824 Cr▲ 20.5%
FY26 Income₹60,295 Cr▲ 17.2%
- Blowout quarter — Consolidated PAT more than doubled YoY 2x PAT
- Full year FY26 revenue crossed ₹60,000 Cr milestone
- Stock hit fresh 52-week high of ₹10,738 today
₹10,625
▲ +3.01% Today
- 52W High₹10,738
- 52W Low₹7,556
- Mkt Cap₹2,94,397 Cr
- Promoters55.01%
19
Paytm (One97 Communications)
NSE: PAYTMFintech · Payments
Q4 FY26 Results
Consol. PAT₹184 Crvs Loss ₹540 Cr
Consol. Income₹2,442 Cr▲ 14.4% YoY
FY26 PAT₹67 Crvs Loss ₹789 Cr
- Turnaround story! First annual profit after years of losses Profitable
- Quarterly profit: ₹184 Cr vs a loss of ₹540 Cr last year — massive improvement
- Full year FY26 profit: ₹67 Cr vs loss of ₹789 Cr in FY25
- Stock up +5.96% today on strong results
₹1,176
▲ +5.96% Today
- 52W High₹1,381
- 52W Low₹803
- Mkt Cap₹75,142 Cr
- Institutions72.47%
24
Hero MotoCorp Ltd.
NSE: HEROMOTOCOAutomobiles · 2W
Q4 FY26 Results
Standalone PAT₹1,401 Cr▲ 29.6% YoY
Standalone Income₹13,005 Cr▲ 28% YoY
FY26 PAT₹5,268 Cr▲ 14.3%
- Strong Q4 — both profit and revenue up ~28-30% — domestic 2W demand robust Strong
- Full year FY26 revenue: ₹47,871 Cr (up 14.5%)
- Institutions hold 55.93% stake — high institutional confidence
₹5,335
▲ +3.20% Today
- 52W High₹6,390
- 52W Low₹3,710
- Mkt Cap₹1,07,209 Cr
- Institutions55.93%
CORPORATE ACTIONS & DEALS
5
Zaggle Prepaid Ocean Services
NSE: ZAGGLEFintech · Rewards & Recognition
New Partnership
- Signed 3-year agreement with Supreme Industries for Channel Rewards platform (Zaggle Propel)
- Earlier had tied up with Federal Bank — expanding B2B client base steadily
₹256.75
▲ +0.61%
- 52W High₹470.00
- 52W Low₹185.55
- Mkt Cap₹3,431 Cr
- Promoters44.15%
6
Poonawalla Fincorp Ltd.
NSE: PFLNBFC
Fundraising
- Raising ₹1,000 Cr via secured NCDs (face value ₹1 Lakh each) through private placement
- Strong institutional backing — institutions hold 21.42% stake
₹456.25
▲ +1.02%
- 52W High₹570.40
- 52W Low₹362.55
- Mkt Cap₹40,406 Cr
- Promoters63.93%
7
Mahindra Lifespace Developers
NSE: MAHLIFESPReal Estate
New Launch
- Launched "Mahindra BeaconHill" — ultra-premium 58-storey tower in Mahalaxmi, South Mumbai
- Project GDV: ₹1,650 Cr · 198 residences (3, 3.5, 4 BHK) · 1.68 acres
- Amenities include simulated golf, rooftop lounge with sea/racecourse views
₹342.00
▲ +1.68%
- 52W High₹428.35
- 52W Low₹278.74
- Mkt Cap₹7,273 Cr
- Promoters52.41%
9
Rossell Techsys Ltd.
NSE: ROSSELLINDDefence · Electrical Wiring
Order Win
- Received repeat order for electrical wire harness from major overseas defence customer Defence
- Execution timeline: 8–12 months — strengthens global defence revenue pipeline
- Stock up 225%+ from 52-week low — strong market momentum
₹980.15
▲ +1.76%
- 52W High₹1,048
- 52W Low₹301.10
- Mkt Cap₹3,708 Cr
- Promoters74.80%
10
Transindia Real Estate Ltd.
BSE: 532868Real Estate
Acquisition
- Completed 100% acquisition of Dighanta Landscape (effective May 6, 2026)
- Dighanta is now a wholly-owned subsidiary
₹27.84
▲ +0.94%
- 52W High₹37.39
- 52W Low₹21.50
- Mkt Cap₹684 Cr
- Promoters70.96%
11
Spectrum Electrical Industries
BSE: 539951Electrical Equipment
MoU Signed
- Signed MoU with Govt. of Maharashtra for ₹110 Cr expansion at Maharashtra Investment Summit 2026 (Nashik)
- Government to provide permits, approvals, and fiscal incentives Govt support
₹1,176.50
▲ +2.04%
- 52W High₹1,900
- 52W Low₹957.95
- Mkt Cap₹1,817 Cr
- Promoters72.72%
14
Minda Corporation Ltd.
NSE: MINDAINDAuto Components
Fundraising
- Raised ₹200 Cr via Commercial Paper (listed on NSE, May 6, 2026)
- Redemption date: June 22, 2026 — short-term working capital financing
₹534.00
▲ +1.53%
- 52W High₹644.35
- 52W Low₹445.25
- Mkt Cap₹12,748 Cr
- Promoters64.84%
15
Arisinfra Solutions Ltd.
BSE: 539907Real Estate · DaaS Platform
New Partnership
- Tied up with Wadhwa Group for Wadhwa Wise City (Panvel, Maharashtra) — 8-month engagement
- Goal: Monetise ₹650 Cr existing inventory + unlock ₹400–450 Cr more
- AI/ML platform for real-time sales tracking, CRM, cashflow — tech-led realty push
₹138.10
▲ +0.99%
- 52W High₹209.10
- 52W Low₹82.40
- Mkt Cap₹1,131 Cr
- Promoters37.59%
16
Newgen Software Technologies
NSE: NEWGENIT Software
Order Win
- UK subsidiary won ₹14.47 Cr (£1.13 Mn) deal — software licenses + cloud + implementation
- Execution over 3.5 years — recurring cloud revenue element
₹499.90
▲ +1.26%
- 52W High₹1,379
- 52W Low₹401.05
- Mkt Cap₹7,127 Cr
- Promoters53.52%
17
Kellton Tech Solutions Ltd.
NSE: KELTONTECHIT · AI
Product Launch
- Launched "Structi.ai" — AI context engine that converts unstructured data (docs, images, audio) into AI-ready intelligence
- Processes 10 Mn+ assets/day, 50+ formats, under 2 seconds, 99.9% accuracy Powerful
- Targets enterprise automation, agentic AI workflows, real-time decisions
₹16.29
▲ +1.56%
- 52W High₹33.10
- 52W Low₹13.10
- Mkt Cap₹865 Cr
- Promoters37.67%
18
Emami Ltd.
NSE: EMAMILTDFMCG · Personal Care
Acquisition
- Acquired 60% stake in IncNut Digital (Vedix, SkinKraft brands) for ₹321 Cr
- Remaining 40% to be acquired in 2 tranches over 4.5 years based on performance
- Moves Emami into personalised skincare/beauty — high-growth D2C segment D2C entry
₹456.50
▲ +0.94%
- 52W High₹655.40
- 52W Low₹385.35
- Mkt Cap₹19,982 Cr
- Promoters54.84%
20
Regency Fincorp Ltd.
BSE: 538738NBFC
Fundraising
- Raised ₹25 Cr via 14% NCDs from LC Capital India (private placement)
₹35.50
▲ +1.98%
- 52W High₹46.69
- 52W Low₹22.71
- Mkt Cap₹283 Cr
- Promoters23.74%
21
Bigbloc Construction Ltd.
NSE: BIGBLOCConstruction Materials
New Plant
- Subsidiary Bigbloc Building Elements started commercial production at new construction chemicals plant, Umargaon Expansion
₹53.49
▲ +5.57%
- 52W High₹80.60
- 52W Low₹38.00
- Mkt Cap₹754 Cr
- Promoters72.81%
22
Methodhub Software Ltd.
BSE: 543959Software · Publishing Tech
Product Launch
- Launched "CoAPP" — cloud-native publishing platform with end-to-end automation (author intake → print/digital distribution)
- Features: OCR, AI editorial curation, speech-to-text, XML-first, InDesign integration
- Targets publishers handling high-volume unstructured content
₹84.00
▲ +3.28%
- 52W High₹171.95
- 52W Low₹63.00
- Mkt Cap₹156 Cr
- Promoters26.85%
23
Aptech Ltd.
NSE: APTECHEducation · IT Training
Order Win
- Won ₹9.92 Cr work order from State Government for computer-based examination services — exams start May 2026
- Stock up +5.47% on the news
₹109.90
▲ +5.47%
- 52W High₹182.40
- 52W Low₹69.50
- Mkt Cap₹633 Cr
- Promoters47.35%
25
TVS Motor Company Ltd.
NSE: TVSMOTORAutomobiles · EV
Product Launch
- Launched TVS iQube S 4.7 kWh EV scooter — range 175 km (IDC) at ₹1,37,142 ex-Delhi (incl. subsidies)
- 3 new colour options — targeting families needing longer range + practicality EV push
₹3,707
▲ +2.47%
- 52W High₹3,970
- 52W Low₹2,625
- Mkt Cap₹1,76,081 Cr
- Promoters50.27%
⚠ ANALYST DOWNGRADE
26
Vedanta Ltd.
NSE: VEDLMetals & Mining
SELL Rating
Today₹305.80▼ 3.35%
1 Month-57.13%Loss ₹407
Citi Target₹265SELL
- Citi Research downgraded to SELL with target price ₹265 (from BUY) Downgrade
- 90%+ of EBITDA from zinc business — highly concentrated; zinc prices outlook is bearish
- Dividend policy changed — no longer linked to prior framework → investor uncertainty
- Fairly valued at current zinc prices → unattractive risk-reward at current levels
- Massive wealth erosion — down 57% in one month, 41% in 6 months Caution
₹305.80
▼ -3.35% Today
- Citi Target₹265
- 1M Return-57.13%
- 6M Return-40.63%
- RatingSELL
⚠️ DISCLAIMER: This report is for informational purposes only and does not constitute investment advice or a solicitation to buy, sell, or hold any securities. Based on publicly available data as of May 7, 2026. Not verified by SEBI or any regulatory authority. Please consult a SEBI-registered financial advisor before making investment decisions.