CUES FOR TODAY
– War uncertainty continues, 5th week now
– Oil surges to $115 as Trump eyes Iran’s energy control
– Gift Nifty -180 Pts at open
– Asian Mkts Lower: Nikkei -5%, Kospi -3%
– Nifty March Series Expiry Today
– Last Trading Day of FY26
WAR RELATED UPDATES
– Troops likely on ground
– Tehran targets water, power plants in Kuwait
– Trump wants to “take the oil” in Iran
– Both sides still locked in war of words
INDIAN INDICES IN FY26
– Nifty -5% in FY26 so far
– Worst performance since FY20 (Covid Year)
– 3 negative years in the last 10 – FY16, FY20 and FY26
KEY TO TRACK
– Impact of RBI’s cap on Net Open Dollar positions on Rupee
– Street expects Rupee to strengthen past 93 today
CASH FLOWS
– DII +3566 Cr
– FII -4367 Cr
F&O CUES
– FIIs sell 6330 Cr in Futures on Friday
– FII Longs drop to 15%, Added 54450 Short Contracts
– Earlier Low of 22471, Crucial Support
*JSW steel:* Company completes transfer of BPSL steel business to JSW Sambalpur; advances JV with JFE steel. (Neutral)
*IOB:* Bank receives income tax demand notice for Rs 6.43B. (Neutral)
*Mazagon dock shipbuilders:* Company raises stake to 51% in colombo dockyard PLC following mandatory share acquisition (Neutral)
*Kalyani steels:* Company acquires 4.85% stake in clean renewable energy KK 1b for Rs 2.94 crore to strengthen captive renewable power sourcing (Neutral)
*Tata Motors PV:* JLR plant issue due to part supply constraint; sees no material impact from JLR disruption (Neutral)
*Bombay Dyeing:* Board appoints Niraj Kumar as CFO and CRO effective March 31, 2026 (Neutral)
*Indusind Bank:* RBI may push changes at IndusIndBank’s Board over a year after hedging scandal. (Neutral)
*Cummins:* Company gets tax demand & interest order of ₹105 cr for FY20-22. (Neutral)
*Acme Solar:* Company gets SCN from DGGI alleging short payment of GST on supply of goods and services. (Neutral)
*NHPC:* Company’s arm NHDC gets I-T demand notice of ₹231.78 cr. (Neutral)
*NTPC:* Company’s arm declares COD of 3rd & last part capacity of 75 MW out of 500 MW of Bhadla Solar PV project (Neutral)
*Vedanta:* Company to split in five next month (Agencies) (Neutral)
*Torrent Power:* Company has received a Rs 189 crore tax demand from the Lucknow authority.. (Neutral)
*Tata Steel:* Company has received Rs 385 crore relief in the excess coal production case related to Jharia mines output between FY01 and FY17. (Neutral)
*Interarch Building Products:* Company has approved raising funds through a QIP. (Neutral)
*India Cements:* NCLT Chennai has approved the merger of four subsidiaries, effective March 28. (Neutral)
*Ram Ratna Wires:* Company has approved capex for capacity expansion and process enhancement at its Silvassa manufacturing units. (Neutral)
Circuit filter change from 20% to 10%: Prabha Energy. (Neutral)
*Gujarat Cotex Ltd* Ex-Date Monday, Right Issue of Equity Shares (Neutral)
*IRB Infrastructure Developers Ltd* Ex-Date Monday, Bonus issue 1:1 (Neutral)
*Triton Valves Ltd* Ex-Date Monday, Bonus issue 3:1 (Neutral)
*TVS Motor Company Ltd* Ex-Date Monday, Interim Dividend – Rs. – 12.0 (Neutral)
*Aster DM Healthcare Ltd* Ex-Date Thursday, Interim Dividend – Rs. – 3.0 (Neutral)
*CRISIL Ltd* Ex-Date Thursday, Final Dividend – Rs. – 28.0 (Neutral)
*IREDA Ltd* Ex-Date Thursday, Interim Dividend – Rs. – 0.6 (Neutral)
*R&B Denims Ltd* Ex-Date Thursday, Bonus issue 1:2 and Stock Split from Rs.2/- to Rs.1/- (Neutral)
*TVS Holdings Ltd* Ex-Date Thursday, Interim Dividend – Rs. – 86.0 (Neutral)
*IDFC Bank:* Identifies 4 employees with role in Chandigarh fraud, say sources (Negative)
*Stocks in News*
*Thermax:* Company secures boiler package supply order worth approximately Rs. 1,600 crore for an ultra-supercritical thermal power project (Positive)
*Defence Minister:* Defence minister clears ₹2.38 lakh crore defence buys; FY26 approvals hit ₹6.73 lakh crore (Positive)
*JNK India:* Company secures major order worth Rs 3-6B from JNK global, Korea for cracker furnace package support in Indian refinery project (Positive)
*SJVN:* Company 412 MW Rampur hydro power station sets new generation record of 2098.03 MU, surpassing FY 2019–20 levels (Positive)
*Dredging corporation of India:* Company current order book at Rs 1,400 crore, eyes Rs 3,000 crore turnover in 5–10 years (Positive)
*Sammaan Capital:* SEBI approves Avenir’s acquisition of controlling stake in company (Positive)
*Coal India:* Company forms 50:50 JV ‘DVC CIL Power Pvt Ltd’ with Damodar valley corporation for power generation & energy projects; initial equity Rs 3,132.96 crore approved (Positive)
*Gujarat fluorochemicals:* Company subsidiary GFCL EV raises ~ $80 mn from global investor, total funding reaches ~$130 mn including IFC; boost to battery materials capacity & EV supply chain position. (Positive)
*Dev Information Technology:* Company signs exclusive master distribution agreement with A21 technologies (Positive)
*Schneider electric infrastructure:* Company approves revision in capex for Vadodara plant to 1.56b rupees. (Positive)
*Yogi limited:* Company secures Rs 102 crore domestic orders for industrial components (Positive)
*Kaynes technology India:* SEBI issues settlement order in insider trading case. (Positive)
*Saatvik green energy:* Company material subsidiary secures Rs 14 crore order for supply of solar PV modules from leading IPPS/EPC players (Positive)
*Bombay Burmah Trading:* Company sells Dunsandle Estate tea plantation for ₹120 cr (Positive)
*GR Infra Projects:* Company bags EPC order worth ₹413.37 cr from NTPC (Positive)
*Deepak Builders:* Company emerges L1 bidder for a construction project worth ₹474.25 cr from Indian Oil (Positive)
*Arvind SmartSpaces:* Company has added its first residential apartment project in Mumbai, with a top-line potential of Rs 300 crore and a total estimated carpet area of 42,000 sq ft. (Positive)
*Ceigall:* Company has received an award from NHAI worth Rs 603 crore for a six-lane spur project in Punjab. (Positive)
*Mukand:* Company will sell 14.2 acres of partial land in Dighe for Rs 445 crore, three acres of land in Kalwa, Thane for Rs 111 crore, and a 50% undivided share of 2.44 acres of land in Dighe. (Positive)
*Gujarat Ambuja Exports:* Company has commenced production at its new maltodextrin unit, increasing total installed capacity to 23,000 MTPA. (Positive)
*KNR Constructions:* Company has received a Rs 1,734 crore Letter of Acceptance from NHAI for a road project. (Positive)
*Coal India:* Company has received a LoA for setting up a 750 MWh BESS plant at Choutuppal.. (Positive)
*PG Electroplast:* Company has received approval for incentive disbursement under the PLI scheme for white goods. (Positive)
*Enviro Infra Engineers:* Company has received a Rs 664 crore LoA from NTPC for BESS projects in two states. (Positive)
*Mahanagar Gas:* Washington State Investment Board bought 6.17 lk shares at Rs. 950.42 per share. (Positive)
*Apollo Micro Systems:* Motilal Oswal Mutual Fund bought 18.02 lk shares at Rs. 189.58 per share. (Positive)
*Jindal Stainless:* JSL Overseas Holding bought 1.80 lk shares. (Positive)
*Electrosteel Castings:* Badrinath Industries bought 11.37 lk shares. (Positive)
*Colgate-palmolive (India):* Company partners Mumbai Indians as dental performance partner for 2026 season. (Neutral)
*Eicher motors:* Royal Enfield launches 2026 guerrilla 450 apex with sportier design and enhanced performance; bookings open now, retail sales start march 31, 2026; new road-focused tyres and updated ride modes introduced. (Neutral)
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