Hindistan Piyasalarında Güçlü Dönüşüm: HCL Teknolojiler, DMart ve Adani Green Enerji Hareketli Seanslar

Kısaca

Nifty 50 22.520,45 puana yükseldi; 288,65 puan artış. Sensex 72.472,33 puana çıktı; 879,09 puan yükseldi. Bankalar, HCL Teknolojileri, Avenue Supermarts (DMart) ve Adani Green Energy gibi şirketler izlenecek. olarak devam eden kazançlar, regülasyonlar ve yatırım akışları önümüzdeki seanslarda belirleyici olacak.

Ana mesele

Hint piyasalarda toparlanma devam ediyor

Ne değişti?

Direnç seviyesi 22.600 hedefi korunuyor

Beni nasıl etkiler?

Okuyucular için kısa vadeli alım-satım fırsatları ve hareketlilik artışı söz konusu

Ne oldu?

Nifty 50 1,30% yükselişle 22.520,45 puanda kapandı; Sensex 1,23% artışla 72.472,33 puana geldi.

Neden şimdi?

Genel küresel iyimserlik ve kâr/zarar gelişmeleri destekledi.

Neden önemli?

Piyasalarda toparlanma iştahını güçlendiriyor ve yatırım akışını etkiliyor.

Kimler etkileniyor?

• Yatırımcılar
• Brokerler/Asset yöneticileri
• Şirketler (bankalar ve teknoloji)
• Perakende ve enerji şirketleri

Sektör ve piyasa etkisi

Bankacılık ve teknoloji hisselerinde canlılık gözleniyor; perakende ve enerji hisseleri de odak altında

Riskler

• Regülasyon değişiklikleri
• Kâr bildirimlerindeki sapmalar
• piyasa volatilitesi

Takip edilmesi gerekenler

• Direnç kırılır mı diye 22.600 seviyesi yakından izlenecek
• Gözlenen büyük yatırım kararları ve regülasyon gelişmeleri takip edilecek

Haberin tamamı

Indian equity markets staged a sharp rebound on Friday, recovering a substantial portion of the previous session’s losses as bargain buying and improving global cues lifted investor sentiment. The Nifty 50 advanced 288.65 points, or 1.30%, to close at 22,520.45, while the Sensex gained 879.09 points, or 1.23%, to settle at 72,472.33.According to Ponmudi R, CEO of Enrich Money, the Nifty 50 has immediate support at 22,450, followed by 22,300, while resistance is placed around 22,600.

A sustained breakout above the 22,600 mark could pave the way for a further recovery towards 22,800.Against this backdrop, shares of banks, HCL Technologies, Avenue Supermarts (DMart), Adani Green Energy, PTC Industries, Anand Rathi Wealth and several other companies are likely to remain in focus in Monday’s session, driven by quarterly earnings, business updates, fundraising developments and regulatory changes.Stocks to Watch on MondayCanara Robeco Asset Management CompanyCanara Robeco Asset Management Company reported a 21.5% year-on-year increase in net profit to Rs 59.2 crore, while revenue rose 18.6% to Rs 128 crore.

Total assets under management (AUM) declined 1% year-on-year to Rs 1.16 lakh crore, while quarterly average AUM increased 4% to Rs 1.24 lakh crore. The company’s total folio count stood at 5.01 million. Its board also approved an interim dividend of Rs 2 per share.

The stock continues to trade below its issue price.Avenue Supermarts (DMart)Avenue Supermarts, which operates the DMart retail chain, reported an 8.5% year-on-year increase in net profit to Rs 743.5 crore, while revenue rose 17.8% to Rs 19,644 crore. EBITDA increased 15% to Rs 1,394 crore. However, the EBITDA margin narrowed to 7% from 7.3% in the year-ago period.

While revenue, net profit and EBITDA were broadly in line with CNBC-TV18 poll estimates, margins came in well below expectations.Poonawalla FincorpPoonawalla Fincorp reported a sharp rise in net profit to Rs 374.8 crore from Rs 74 crore in the corresponding period last year. Net interest income (NII) increased 75.7% to Rs 1,589 crore from Rs 905 crore.

Assets under management stood at Rs 74,008 crore.Net interest margin (NIM) improved to 9.26% from 9.1% in the June quarter, while credit costs declined to 2.19% from 2.4%. Asset quality also improved, with gross non-performing assets (NPAs) falling to 1.2% from 1.37% in June and net NPAs declining to 0.61% from 0.7%. Pre-provisioning operating profit rose 11.8% sequentially to Rs 877 crore.Can Fin HomesCan Fin Homes posted a 9.2% year-on-year increase in net profit to Rs 274.6 crore.

Net interest income rose 6.6% to Rs 432 crore, while the loan book expanded to Rs 43,539 crore from Rs 39,657 crore a year earlier.However, net interest margin narrowed to 3.89% from 4.02% in the year-ago period. Gross NPA stood at 0.9%, compared with 0.87% in June, while net NPA increased to 0.42% from 0.4%.Adani Green EnergyAdani Green Energy reported a 24% year-on-year increase in operational capacity to 20,763 MW in the first half of FY27.

Energy sales rose 32% to 25,747 million units (MU), supported by capacity additions.The company added 4,083 MW of greenfield capacity during the first half, including 621 MW in the September quarter. During Q2 FY27, Adani Green Energy operationalised 3,081 MWh of battery energy storage system (BESS) capacity at Khavda.

Its total installed battery energy storage capacity stood at 6,632 MWh at the end of H1 FY27.ALSO READ: Ahead of Market: 10 things that will decide D-Street action on MondayCanara HSBC Life InsuranceCanara HSBC Life Insurance reported a 5.5% year-on-year increase in net profit to Rs 43.1 crore, while net premium earned rose 13% to Rs 2,553.2 crore.Value of new business (VNB) increased 24% to Rs 266 crore in the first half of FY27.

Annual premium equivalent (APE) stood at Rs 6,644 crore, compared with Rs 5,853 crore in Q2 of the previous year.KalpataruKalpataru’s second-quarter business update showed a 5% year-on-year decline in pre-sales to Rs 1,258 crore from Rs 1,329 crore.

Collections remained broadly flat at Rs 1,189 crore, compared with Rs 1,182 crore a year earlier.During the quarter, the company launched Kalpataru Elara, a premium residential project in Goregaon, Mumbai, offering two-, three- and four-bedroom residences.PTC IndustriesPTC Industries’ board approved the closure of its qualified institutional placement (QIP), through which the company raised Rs 1,800 crore.The company approved the issue and allotment of 8.54 lakh equity shares to eligible institutional buyers at Rs 21,060 per share, representing a 5% discount to the floor price.

Smallcap World Fund, Fidelity Funds and HDFC Mutual Fund together received more than 50% of the shares reserved for the QIP.Anand Rathi WealthAnand Rathi Wealth reported a 9.5% year-on-year decline in net profit to Rs 89.95 crore, despite a 15.7% increase in revenue to Rs 344 crore. EBITDA fell 15.1% to Rs 116.8 crore, while the EBITDA margin contracted to 34% from 46.2%.On the business front, the company recorded its highest-ever quarterly net inflow, rising 39% to Rs 4,186 crore.

Active client families in its private wealth business increased 12% to 14,309, while AUM grew 18% year-on-year to Rs 1.08 lakh crore. The board also approved an interim dividend of Rs 4 per share.Waterways Leisure TourismRecently listed Waterways Leisure Tourism reported a net profit of Rs 54.4 crore, compared with Rs 30.9 crore in the year-ago period. Revenue increased 30.9% to Rs 133 crore from Rs 102 crore.

EBITDA turned positive at Rs 9.7 crore, compared with an EBITDA loss of Rs 6.5 crore in the corresponding period last year.Ajmera RealtyAjmera Realty’s Q2 business update showed a 68% year-on-year decline in carpet area sold to 72,883 square feet. Sales value fell 69% to Rs 224 crore, while collections declined 14% to Rs 190 crore.ALSO READ: HCL Tech Q2 Preview: Will the IT major narrow its guidance?

Haberin tamamı için kaynak bağlantısını ziyaret edin.

Kaynaklar

• Economic Times - Markets