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JPMorgan also views Vodafone Idea’s target of a threefold increase in cash EBITDA over three years as aggressive, as it assumes market share gains against Bharti Airtel and Reliance Jio, which the brokerage finds uncertain.
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Hindustan Aeronautics Ltd (HAL) has announced a first interim dividend of ₹35 per share for FY26, with February 18, 2026 set as the record date and payment due by March 14. The company also reported strong Q3 results, with consolidated net profit rising 30% year-on-year to ₹1,867 crore and revenue from operations growing 11% to ₹7,699 crore.
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India’s electronics manufacturing sector is booming with 30% growth. Companies like Amber and Syrma are leading the charge. The industry is shifting towards higher-value industrial and automotive products. This trend is boosting profits and creating exciting investment opportunities. Investors are looking for companies with strong order books and margin improvement.
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Indian stock markets are trading in a tight range. The Nifty index is finding it difficult to move past the 26,000 mark. Experts are advising investors to focus on specific stocks. Bajaj Finance and Hero MotoCorp are recommended for buying. Hindustan Unilever’s outlook is cautious. Selective stock picking offers opportunities amidst consolidation.
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Japanese government bonds rallied on Thursday, particularly, as investors reacted positively to Prime Minister Sanae Takaichi’s pledge for “responsible” stimulus following her electoral victory. This reassurance led to falling yields across various tenors, including the 40-year and 30-year JGBs, as the market digests her commitment to fiscal prudence.
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