Indian Markets On Fire! Q3 Earnings Ka Dhamaka Aur MSCI Rejig Se Shares Bhage!

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AuthorAnanya Iyer|Published at:
Indian Markets On Fire! Q3 Earnings Ka Dhamaka Aur MSCI Rejig Se Shares Bhage!
Overview

Arre bhai, aaj Indian markets ekdum josh mein hain! GIFT Nifty futures kaafi positive signals de rahe hain. Iske peeche do bade reasons hain - ek toh companies ke Q3 results ekdum zabardast aa rahe hain, aur doosra MSCI index mein kuch bade changes hone waale hain. Sabko lag raha hai ki aaj rally hogi!

Chalo, ab thoda detail mein jaate hain ki yeh tezi aa kahan se rahi hai. Q3 FY26 results ne toh sach mein kamaal kar diya hai!

Companies Ne Lagaya Profit Ka Chhakka!

Sabse pehle Titan ki baat karte hain. Inka profit ekdum 61% bhaga hai, pahunch gaya ₹1,684 crore! Aur jewellery sales revenue toh 42% tezi dikha kar ₹22,517 crore ho gaya. Wah bhai wah! Bas yeh stock ka P/E ratio lagbhag 96.4 hai, matlab valuation thoda high hai, sabko dhyan dena hoga.

Eicher Motors bhi peeche nahi hai, net profit 21% badh kar ₹1,421 crore ho gaya, revenue 23% upar ₹6,114 crore par. Royal Enfield ki demand mast hai aur company capacity bhi badha rahi hai.

Britannia Industries ka net profit 17% badha, ₹682 crore tak pahuncha, aur revenue 8.2% badh kar ₹4,970 crore ho gaya. Lagta hai consumption mein stability aa rahi hai.

Grasim Industries ka consolidated profit toh 29% jump maar kar ₹2,233 crore ho gaya, revenue bhi 25% badh kar ₹44,312 crore. Lekin haan, standalone mein thoda loss zyada hua hai, woh bhi dekhna padega.

Apollo Hospitals ne bhi dhamaka kiya hai, net profit 35% badha ke ₹502 crore, revenue 17% up ₹6,477 crore.

Infrastructure giant L&T ko Dubai se ₹1,000 se ₹2,500 crore ka mega road project contract mila hai. Order book aur bhi strong ho gaya.

Tata Motors ki subsidiary ko Indonesia se 70,000 commercial vehicles supply karne ka bada order mila hai, company ke liye yeh sabse bada deal hai wahan.

Aur Reliance Industries ne apne consumer side ko aur strong karte hue Southern Health Foods ko ₹156.42 crore mein acquire kar liya hai.

MSCI Rejig Aur Global Scene

Ab baat karte hain MSCI index ki. Aditya Birla Capital aur L&T Finance Holdings jaise stocks ab MSCI Global Standard Index mein aa rahe hain, toh inka weightage bhi badhega. AU Small Finance Bank ka bhi weightage badh raha hai. Isse in counters mein paisa aane ki umeed hai. Lekin IRCTC ko index se nikal diya gaya hai, toh wahan thoda selling pressure aa sakta hai.

Bahar ki markets ka kya haal hai? Asia mein Kospi 0.7% upar tha, lekin China ka CSI 300 0.25% neeche gira. US markets bhi mixed rahe, S&P 500 aur Nasdaq thoda down the, Dow Jones upar tha.

Thoda Risk Bhi Hai Bhai!

Par bhai, sab kuch itna chamakdar nahi hai. Kuch risks bhi hain jin par dhyan dena zaroori hai. Jaise Titan ka P/E ratio 96.4 hai, matlab stock kaafi expensive ho gaya hai, aur upar jaane ki capacity kam ho sakti hai. Grasim ka standalone loss bhi ek concern hai. China mein producer prices mein deflation dikh raha hai, jo global demand ke liye accha signal nahi hai. Aur government BHEL mein OFS laane wali hai, jisse stock par thoda pressure aa sakta hai.

Baaki companies jaise Apollo Hospitals future mein bhi double-digit growth expect kar rahe hain. Consumer staples sector mein Britannia aur Titan ke liye analyst positive hain, bas input costs ka dhyan rakhna hoga. Infrastructure aur auto sectors bhi L&T aur Tata Motors ke bade orders ke chalte achi performance dikha sakte hain, agar global economy stable rahi toh.

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