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The Latest Breaking News from Yes Securities

RIL investors lose Rs 3.5 lakh crore this year. Can Q1 earnings bring the stock back to life?

Reliance Industries investors have lost significant wealth this year. The company's stock has faced pressure due to various business segment concerns. Upcoming first-quarter earnings results are crucial for investor sentiment. Analysts expect steady performance driven by oil-to-chemicals and digital services. Positive results could lead to a stock price rally and…

The Economic Times

RIL Q1 preview: Will strong O2C performance drive overall earnings growth?

Reliance Industries is expected to post a steady June-quarter (Q1) performance, with brokerages projecting consolidated EBITDA growth of 4–10% year-on-year. The recovery is largely driven by the oil-to-chemicals (O2C) business, which is benefiting from stronger refining margins, improved petrochemical spreads, a weak rupee and SEZ refinery gains.

The Economic Times

Electronics, pharma and engineering goods lead India's FTA dividend as export engine shifts gears

India's electronics sector is poised for significant growth, potentially becoming a manufacturing and export powerhouse. Free Trade Agreements are expected to boost this sector, alongside Engineering & Machinery and Pharmaceuticals. While some sectors face challenges, the overall outlook for India's export strategy is positive, driven by global trade integration and…

The Economic Times

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Inflation in June quarter likely to undershoot RBI forecast, rate hike probability drops ahead of monsoon risks

India's inflation is giving the Reserve Bank of India room to hold interest rates through the first quarter of fiscal year 2027. However, risks from food and fuel prices could change this outlook later in the year. The central bank will closely watch economic data before making any decisions on…

The Economic Times

PE investor BC Investments sells Rs 612 crore stake in Emcure Pharma; Kotak MF picks up stake

Private equity firm BC Investments IV sold a Rs 612 crore stake in Emcure Pharmaceuticals to Kotak Mahindra Mutual Fund at Rs 1,700 per share. Despite this divestment, analysts remain positive on Emcure's growth outlook across its core therapeutic segments.

The Economic Times

Oil near $100, gold plateaus, AI fuels a global capex boom: Hitesh Jain on what investors need to know

Hitesh Jain of Yes Securities outlines a market of ambiguity for crude oil, caught between geopolitical tensions and potential easing. He contrasts the AI investment cycle with the dotcom era, highlighting stronger fundamentals and faster adoption. Jain views India as an AI adoption beneficiary, while silver offers a longer runway…

The Economic Times

LIC to announce Q4 results today: Here's what to expect from the insurance behemoth

Life Insurance Corp (LIC) is poised to reveal its March quarter earnings today. Investors are keenly awaiting insights into new business growth, profit margins, and market share trends amidst escalating competition. Brokerages anticipate robust premium growth, driven by a favorable product mix and a strategic shift towards non-participating policies, signaling…

The Economic Times

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FIIs won't return to Indian markets in a hurry; only 3 triggers may bring them back: Amar K Ambani

Foreign institutional investors (FIIs) are unlikely to return to Indian equities soon due to structural and cyclical forces, including modest dollar returns and the AI revolution favoring other markets. FIIs may only re-enter if valuations hit rock bottom, IPO activity surges, or global markets become overheated, making India an attractive…

The Economic Times

ITC Q4 preview: Will cigarette slowdown, tax hit weigh on earnings despite FMCG strength?

ITC is expected to deliver a muted Q4 as cigarette volumes stay flat and higher taxes weigh on margins, despite strong double-digit growth in its FMCG business. Brokerages foresee marginal revenue growth, pressure in agri and paper segments, and EBITDA contraction, with pricing actions and demand trends remaining key investor…

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