India Daybook — Key Nifty 500 Stocks in Focus

Positive Developments

– Enables NRIs to make UPI payments using international mobile numbers. LTIMindtree – Wins a $100M multi-year deal from a global chemicals & polymers major. – Analyst poll sees silver averaging $38.45/oz in 2025 vs $34.52 currently. – Secures ₹165 Cr order, continuing strong order inflow momentum. Jubilant Ingrevia – Profit ₹70 Cr vs ₹59 Cr YoY, strong margin delivery. JK Tyre – PAT ₹221 Cr vs ₹135 Cr YoY, broad-based operational strength. – PAT ₹173 Cr vs ₹152 Cr YoY, healthy EV demand visibility. PNB Housing – PAT jumps to ₹626 Cr vs ₹472 Cr YoY, strong NII growth. IOC – PAT ₹7,610 Cr vs ₹5,688 Cr QoQ, beat on GRMs & refining. KFintech – PAT ₹93 Cr vs ₹77 Cr YoY, consistent financial performance. Mazagon Dock – PAT ₹749 Cr vs ₹585 Cr YoY, execution momentum intact. NTPC (Green arm) – Signs pact with Paradip Port Authority to explore green hydrogen. Tata Chemicals – Kenya court calls ₹783 Cr tax demand illegal & arbitrary. Neutral / Monitor Adani Energy Solutions – PAT declines to ₹534 Cr vs ₹675 Cr YoY. Raymond – Revenue up, PAT down sharply YoY — margin pressure visible. Indus Tower – Soft revenue trend, but PAT improves YoY. RBL Bank – Clarifies no material impact from Zerodha client onboarding reports. Sanofi India / NIIT / Havells / SRF / ICICI Bank / Allcargo Logistics – Corporate updates, no major financial impact. Negative / Weak Results Canara Robeco AMC – Revenue & PAT decline YoY, margin pressure visible. Bata India – Sharp PAT drop to ₹13.8 Cr vs ₹51.9 Cr YoY, GST transition impact. PDS Ltd – PAT falls to ₹30 Cr vs ₹68 Cr YoY, muted operating efficiency.