..... . VALI disclosures . .....: 30/04/26, Stocks to Watch Today, the Economic Times Report

Thursday, April 30, 2026

30/04/26, Stocks to Watch Today, the Economic Times Report

Indian stock markets will track stocks to watch today, April 30, as major Q4 FY26 earnings and corporate updates drive sentiment across banking, metals, auto, and infrastructure sectors.

Key focus will be on Vedanta, Bajaj Finance, Federal Bank, Tata Motors, Adani Green Energy, and others, after strong profit growth, mixed earnings, and major corporate actions, including demergers, acquisitions, and expansion plans, shaping near-term movement in NSE and BSE listed stocks.

Here's the list of stocks to watch in today's trading session:

Stocks to Watch Today

Q4 Update

Company Name	Why in Focus
Vedanta	Profit Surges on Strong Revenue Growth
Bajaj Finance	Steady Earnings and NII Expansion
Schaeffler India	Strong Growth in Profit and Revenue
Motilal Oswal Financial Services	Revenue Jumps but Losses Deepen
Force Motors	Profit Declines Despite Revenue Growth
Federal Bank	Strong Profit Growth Driven by Robust Core Income

Vedanta

Profit Surges on Strong Revenue Growth

Vedanta reported a sharp 89 per cent year-on-year jump in consolidated profit after tax, reaching Rs 9,352 crore for the March 2026 quarter. Revenue from operations also saw robust growth, rising 29 per cent to Rs 51,524 crore compared to Rs 39,789 crore in the same period last year.

Bajaj Finance

Steady Earnings and NII Expansion

Bajaj Finance posted a 22 per cent increase in profit, which stood at Rs 5,553 crore versus Rs 4,546 crore a year ago. Net interest income (NII) grew by 20 per cent to Rs 11,781 crore, reflecting continued strength in its lending operations.

Schaeffler India

Strong Growth in Profit and Revenue

Schaeffler India delivered solid performance with profit rising 25.6 per cent to Rs 316.1 crore. Revenue climbed 18.9 per cent to Rs 2,585.6 crore, indicating healthy demand across segments.

Motilal Oswal Financial Services

Revenue Jumps but Losses Deepen

Motilal Oswal Financial Services saw its loss widen significantly to Rs 219.11 crore, compared to a loss of Rs 63.19 crore last year. However, revenue more than doubled, surging 125 per cent to Rs 2,676.2 crore.

Force Motors

Profit Declines Despite Revenue Growth

Force Motors reported a 35.9 per cent drop in profit to Rs 278.5 crore. Despite this, revenue increased by 8.2 per cent to Rs 2,549.8 crore, showing moderate top-line growth amid profitability pressure.

Federal Bank

Strong Profit Growth Driven by Robust Core Income

Federal Bank reported a 22 per cent year-on-year rise in consolidated net profit at Rs 1,341 crore for the March quarter of FY26, compared to Rs 1,091 crore in the same period last year. Its core net interest income also surged to Rs 3,173 crore from Rs 2,337 crore a year ago. Adjusting for an income tax refund, interest income would have stood at Rs 2,717 crore.

Corporate Development

Company Name	Why in Focus
Larsen & Toubro	Hyderabad Metro Stake Deal Signed
Vedanta Ltd	Demerger Listing Filing Planned
Adani Green Energy Ltd	Massive Battery Storage Expansion
Brigade Enterprises	Bengaluru Mixed-Use Project Partnership
City Union Bank	New MD, CEO Appointment
Tata Motors	Record Patent Filings
Emcure Pharmaceuticals	Stake Bought by Norges Bank

Larsen & Toubro

Telangana Govt Signs Deal for Hyderabad Metro Stake Acquisition

The Telangana government, after deciding to take over Hyderabad Metro Rail Phase I through HMRL, signed a Share Purchase Agreement with L&T for acquiring 100 per cent equity shares of LTMRHL at an equity value of Rs 1,461.47 crore.

Vedanta

Demerger Listing Process to Move Ahead

Vedanta will file with stock exchanges next week seeking approval for listing its demerged entities, with shares expected to be listed and commence trading by mid-June.

Adani Green Energy

Large-Scale Battery Storage Expansion Plan

Adani Green Energy plans to add up to 15,000 GWh of battery energy storage capacity annually, requiring investments worth thousands of crores.

Brigade Enterprises

Strategic Partnership for Bengaluru Mixed-Use Project

Brigade Group has entered into a strategic partnership with Bain Capital to develop a 2 million sq ft premium mixed-use project in Whitefield, Bengaluru.

City Union Bank

New MD & CEO Appointment

City Union Bank announced that Vijay Anandh will take over as Managing Director and CEO from May 1.

Tata Motors

Record Patent Filings in FY26

Tata Motors reported filing 144 patent applications in FY26, marking its highest number of filings in a single year.

Emcure Pharmaceuticals

Stake Purchase by Norges Bank

Norges Bank, on behalf of the Government Pension Fund Global, acquired 18 lakh shares (0.9 per cent stake) in Emcure Pharmaceuticals for Rs 289.47 crore from BC Investments IV, an affiliate of Bain Capital.

(Disclaimer: The above article is meant for informational purposes only, and should not be considered as any investment advice. We suggest readers and investors to consult their financial advisors before making any money-related decisions.)

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Trade Cycles

The four important features of Trade Cycle are (i) Recovery, (ii) Boom, (iii) Recession, and (iv) Depression!

The trades cycle or business cycle are cyclical fluctuations of an economy. A full trade cycle has got four phases: (i) Recovery, (ii) Boom, (iii) Recession, and (iv) depression. The upward phase of a trade cycle or prosperity is divided into two stages—recovery and boom, and the downward phase of a trade cycle is also divided into two stages—recession and depression.

Phases of Trade Cycle:

The phases of trade cycle are explained with a diagram:

(1) Recovery:

In the early period of recovery, entrepreneurs increase the level of investment which in turn increases employment and income. Employment increases purchasing power and this leads to an increase in demand for consumer goods.

As a result, demand for goods will press upon their supply and it shall, thereby, lead to a rise in prices. The demand for consumer’s goods shall encourage the demand for producer’s goods.

The rise in prices shall depend upon the gestation period of investment. The longer the period of investment, the higher shall be the price rise. The rise of prices shall bring about a change in the distribution of income. Rent, wages, interest do not rise in the same proportion as prices.

Consequently, the margin of profit improves. The wholesale prices rise more than retail prices. The prices of raw materials rise more than the prices of semi-finished goods and the prices of semi-finished goods use more than the prices of finished goods.

(2) Boom:

The rate of investment increases still further. Owing to the spread of a wave of optimism in business, the level of production increases and the boom gathers momentum. More investment is possible only through credit creation. During a period of boom, the economy surpasses the level of full employment and enters a stage of over full employment.

(3) Recession:

The orders for raw materials are reduced on the onset of a recession. The rate of investment in producers’ goods industries and housing construction declines. Liquidity preference rises in society and owing to a contraction of money supply, the prices falls. A wave of pessimism spreads in business and those markets which were sometime before sellers markets become buyer’s markets now.

(4) Depression:

The main feature of a depression is a general fall in economic activity. Production, employment and income decline. The prices fall and the main factor responsible for it is, a fall in the purchasing power.

The distribution of national income changes. As the costs are rigid in nature, the margin of profit declines. Machines are not used to their full capacity in factories, because effective demand is much less. The prices of finished goods fall less than the prices of raw materials.

✳Reality Tips to Traders

1)Trading in the stock market is a marathon. 2)Protecting your capital is key. (Learn to protect first) 3)Making 0 on the day is better than losing 50k 4)Losses happen; they are part of this business. 5)It’s not you vs. the market. It’s you VS you. 6)You are your biggest enemy; learn to be mentally disciplined. 7)Don’t follow the majority; follow the correct path. 8)Traders without a stop loss end up not being traders for long. 9)There is always another trade. 10)The big money is made waiting for the right set-ups. 11)Waiting for the right trade is the most powerful strategy. 12)It is better to cut a loss than to wait to be proven right. 13)Position sizing can make or break you. 14)Worry about the downside before you even think about the upside. 15)Don’t listen to headlines

..BANKING TERMINOLOGY

There are various types of Banks: PSU Banks, Private Banks, Co-operative/Regional Banks, Small Finance Banks and Foreign Banks. When you deposit money in a bank, let's say the bank gives you an interest rate of 4%. But when the bank lends out this money, they lend it out at say, 12%. The difference of 8% in the above scenario is effectively the profit of the bank! The loans that do not pay interest for 90 days are known as Non-performing Assets. Banks have to provide for such bad loans. Structure of a Bank Asset for a Bank: The asset portion of a bank's capital includes cash, government securities, and interest-earning loans (e.g., mortgages, letters of credit, and inter-bank loans). Liabilities for a Bank: The bank's main liabilities are its capital (including cash reserves and, often, subordinated debt) and deposits. The latter may be from domestic or foreign sources (corporations and firms, private individuals, other banks, and even governments). Banks are required to maintain Liquidity with the Reserve Bank of India: SLR (Statutory Liquidity Ratio): It is the money a bank needs to preserve in the form of cash, gold or government Bonds before providing credit customers. This limitation is added by RBI on banks to make funds available to customers on-demand at your earliest convenience. Banks are required to maintain SLR at 18%. CRR (Cash Reserve Ratio): Banks are required to hold a certain proportion of their deposits in the form of cash. Banks don’t hold these as cash with themselves, but deposit such amounts with RBI / currency chests. CRR rate is at 4.5% currently. Repo Rate: The rate at which the RBI lends short-term money to the banks. The RBI through its Monetary Policy committee changes the repo rate to balance growth and Inflation. Reverse Repo rate: The rate at which banks park their short-term excess liquidity with the RBI. Now let us understand various terminologies for Banks Net Interest Income (NII): This is the spread the bank makes on its lending. It is calculated as Interest Income – Interest Expended Net Interest Margin (NIM): This is the spread the bank makes on its lending. It is the earning which is left after deducting the cost paid to depositors from its yields on Loans. This is denoted in % terms. The formula is Yield on Loans – Cost of funds Capital Adequacy Ratio (CAR): The capital adequacy ratio (CAR) is a measure of a bank's available capital expressed as a percentage of a bank's risk-weighted credit exposures. Essentially, it is the Capital that is available to lend. Tier I Capital – In simple words this capital is freely available with the bank to lend out. Tier II Capital- This is the capital tied up somewhere and is less freely available to lend. In case of an adverse event, the bank can use this capital to lend. Under Basel III norms, a bank’s tier 1+tier 2 capital must be a minimum of 8% of its risk-weighted holdings. The minimum capital adequacy ratio, also including the capital conservation buffer, is 10.5%. Current Account Saving Account (CASA)- There is no interest paid on the Current Account and a small interest rate is paid on a savings account. The combination of both is called CASA which shows the liabilities of the bank on which it pays relatively less interest. Deposits: Bank deposits are a savings product that customers can use to hold an amount of money at a bank for a specified length of time. In return, the financial institution will pay the customer the relevant amount of interest, based on how much they choose to deposit and for how long. Now let us come to NPA. Gross NPA (GNPA): It is the total loans on which no payment has been paid for 90 days or more. GNPA % is usually shown in each Bank’s quarterly results. The percentage is basically the GNPA amount as a % of the total advances. Slippages: Slippages denote the fresh amount of loans that have turned bad in a year. The slippage ratio of a bank is calculated as Fresh accretion of NPAs during the year /Total standard assets at the beginning of the year multiplied by 100. Provisioning Coverage Ratio (PCR): This is the ratio of provisioning to GNPA and indicates the extent of funds a bank has kept aside to cover loan losses. For Instance, a company has GNPAs of Rs 100 and they have set aside 50 Rs, then the PCR is 50%. Net NPA (NNPA): The total figure left after deducting provisions made for bad loans from GNPA. (GNPA – Provisions+upgrades/writeoffs = NNPA) Special Mention Account (SMA) SMA-0 is a category in which stress with respect to the principal and interest has remained overdue for a period of 0 to 30 days. SMA-1 is a category in which stress with respect to the principal and interest has remained overdue for a period of 30-60 days. SMA-2 is a category in which stress with respect to the principal and interest has remained overdue for a period of 60-90 days

..... . VALI disclosures . .....

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Thursday, April 30, 2026

30/04/26, Stocks to Watch Today, the Economic Times Report

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30/04/26, Bajaj Finance Gold Loan, EconomicTimes REPORT

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