Nifty Reclaims 24,450, Sensex Gains Over 600 Points; IT Stocks Buck The Trend
@Heeraal and @alexandermats dissect key market trends and explore what's to come tomorrow, on 'India Market Close'.
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The Big Stories, The Sharpest Minds
Editors Decode The Week's Biggest Signals
As @TamannaInamdar,@niraj_shah, @Heeraal and @alexandermats discuss market outlook with Vinay Jaising, CIO and Head - Equity Advisory ASK Private Wealth, on The Editors’ Cut https://t.co/qbjmvHfYoF
What’s driving the story of JK Paper?
Catch a detailed analysis by @Heeraal in today’s episode of Know Your Company. #NDTVProfitLive https://t.co/lVJk8L5HV6
KPIT down 10% on the back of weak Q1 Outlook
KPIT hit lowest level since September 2022
Biggest single day fall since September 2025
Stock down nearly 70% from all time high
KPIT WARNS OF WEAK Q1FY27
Expects Q1FY27 USD revenue down 1% YoY
KPIT Tech to snap 23-quarter revenue growth streak
Revenue hit due to slow down at European auto OEMs
Co sees sudden actions by European OEMs triggered by recent profit warnings/ adverse business outlook
Co calls out that impact was not seen coming earlier and has realized only in the recent weeks
Expect the EBITDA & PAT margin fall more than revenue decline
Company had guided for EBITDA margin of 20.5% to 21.2% for FY27
H1FY27 likely to remain weak
@GhaiJasmeetS@NDTVProfitIndia
Jana SFB In Focus
Negative News
@NDTVProfitIndia
Jana Holdings credit rating may change to junk post delay in NCD repayment
JHL holds 16.95% stake in Jana SFB, has been reducing stake from 44% over the years
NCD repayment rescheduled so they get time to sell Jana SFB shares
Consensual agreement with NCD holder who are Private Equity player
JHL has not contributed any capital to Jana SFB since June-2022
JHL does not have any board member on the bank and vice versa
No cross-default linkage between Jana SFB debt and JHL debt
Alert: JHL stands for Jana Holdings Ltd
#NDTVProfit #Ratingdowngradewarning
KPIT WARNS OF WEAK Q1FY27
Expects Q1FY27 USD revenue down 1% YoY
KPIT Tech to snap 23-quarter revenue growth streak
Revenue hit due to slow down at European auto OEMs
Co sees sudden actions by European OEMs triggered by recent profit warnings/ adverse business outlook
Co calls out that impact was not seen coming earlier and has realized only in the recent weeks
Expect the EBITDA & PAT margin fall more than revenue decline
Company had guided for EBITDA margin of 20.5% to 21.2% for FY27
H1FY27 likely to remain weak
@GhaiJasmeetS@NDTVProfitIndia
Jana SFB In Focus
Negative News
@NDTVProfitIndia
Jana Holdings credit rating may change to junk post delay in NCD repayment
JHL holds 16.95% stake in Jana SFB, has been reducing stake from 44% over the years
NCD repayment rescheduled so they get time to sell Jana SFB shares
Consensual agreement with NCD holder who are Private Equity player
JHL has not contributed any capital to Jana SFB since June-2022
JHL does not have any board member on the bank and vice versa
No cross-default linkage between Jana SFB debt and JHL debt
Alert: JHL stands for Jana Holdings Ltd
#NDTVProfit #Ratingdowngradewarning
IT is under pressure but is this just a transition?
With AI reshaping the sector, should investors stay cautious or start looking for opportunities?
Here’s what Sandeep Bhatia says. Watch the full conversation with @Heeraal & @alexandermats
Markets pulled back, but is it just profit-taking?
With a strong dollar and rate fears rising, what’s next for global markets?
Tim Waterer breaks it down. @Heeraal@alexandermats
Watch Live: https://t.co/bVLHDiLqDR
JSW Energy + SJVN + NHPC + Tata Power In Focus
@NDTVProfitIndia
Himachal govt signs agreements for 19 hydropower projects worth Rs 3,336 crore
https://t.co/Yxe9EF75Ej
The State Government has signed implementation agreements during the current year for 19 hydropower projects with a combined capacity of 278 MW and an estimated investment of approximately Rs. 3,336 crore.
These projects include the 9 MW Soyal Dashal, 6 MW Khauli-II, 9 MW Gramang, 10 MW Umli, 24 MW Bharmour Stage-I, 21 MW Bharmour Stage-II, 22.5 MW Harsar Stage-II, 19 MW Harsar Stage-III, 24 MW Tundah Stage-II, 18 MW Janglik, 15 MW Rupin Stage-II, 17 MW Dunali-I and II, 12 MW Jari, 18 MW Toral Kundli, 15 MW Tundan, 10 MW Kot Dogri, 8 MW Upper Kurmi, 11 MW Kalal Khol and 9.6 MW Melan hydroelectric projects.
The state government has cancelled the allotments of 15 power projects where it was observed that developers had shown little interest in implementing their projects. Now, the efforts are underway to invite international bids for speedy implementation of these projects.
Chief Minister Thakur Sukhvinder Singh Sukhu has congratulated the officers and employees of the energy department for its achievement. He said that the present state government was committed to harnessing the vast hydropower potential of Himachal Pradesh.
He stated that in order to promote the energy sector in the state, the government had amended its power policy and revised royalty rates for hydropower projects up to 25 MW capacity, fixing a uniform royalty rate of 12 percent for a period of 40 years.
The Chief Minister further informed that construction of the 150 MW Tidong Stage-I Hydroelectric Project had been completed. The state government had also signed an MoU with Geo Tropi India Private Limited for the exploration and development of geothermal power projects.
He said that out of the state's estimated hydropower potential of around 24,000 MW, construction has already been completed on 189 projects with a combined capacity of 12,588 MW. Additionally, 54 projects with a total capacity of 1,528 MW are currently under construction, while 526 projects with a combined capacity of 7,539 MW are at various stages of approval.
The Chief Minister said that the state government was giving top priority to harnessing the state's power potential in order to strengthen state's economy. He emphasized that the government was signing MoUs for these projects only after ensuring that the interests of the state are fully protected.