Indian markets are expected to open positive today as GIFT Nifty is showing positive trend at the moment. Global market sentiment is cautious at the moment but we can also expect strength if US government reaches trade deal with European Union and China. Indian markets will follow the global trends but we can expect stock specific action in market today. The trading spotlight also hovers over Bajaj Auto, Suzlon Energy, and Ola Electric as market participants brace for their financial results. With themes ranging from profit growth and margin pressure to insider trading probes and bulk equity transactions, today’s stock market narrative promises high intrigue and significant shifts for investors.

IRCTC Registers 26% Profit Growth in Q4

IRCTC's Q4 consolidated net profit rose 26% YoY to Rs 358 crore, as the public sector enterprise continues to benefit from a surge in domestic travel and tourism. Compared to Rs 284 crore reported in the corresponding quarter of the previous year, the profit trajectory underscores the increasing traction in its catering and tourism verticals. The performance reaffirms IRCTC’s position as a key player riding on India’s railway modernization and hospitality resurgence.

Nuvama Wealth Reports Robust Financials

Nuvama Wealth Management posted a 41.2% YoY jump in consolidated profit to Rs 255.3 crore for Q4FY25, up from Rs 180.7 crore in the same period last year. Revenue also increased by 20.6% YoY, reaching Rs 1,119.8 crore as compared to Rs 928.8 crore earlier. The board has announced an interim dividend of Rs 69 per share, highlighting strong confidence in the company’s operational resilience and cash flow strength. The wealth management firm’s solid Q4 performance is reflective of expanding client portfolios and advisory mandates amid favorable equity market conditions.

SEBI Bars Ex-IndusInd Executives for Insider Trading

In a significant regulatory development, SEBI has barred five former senior executives of IndusInd Bank, including ex-MD & CEO Sumant Kathpalia, for alleged involvement in insider trading. Others restrained include former Deputy CEO Arun Khurana and senior officials from treasury and operations. They have all been prohibited from buying, selling, or dealing in securities. This action represents SEBI’s ongoing commitment to curbing malpractices and maintaining transparency in India’s capital markets, particularly concerning banking institutions.

ITC Sees Strategic Stake Divestment by BAT

British American Tobacco (BAT), through its subsidiary Tobacco Manufacturers India, offloaded a 2.5% stake in ITC through block deals, totaling Rs 12,940.98 crore. The shares were sold in two tranches: 15.65 crore shares at an average price of Rs 413.12 and another 15.65 crore at Rs 413.78 per share. As of March 2025, BAT held a 25.44% stake in ITC via its various investment entities. This move is interpreted as a strategic portfolio rebalancing amid changing regulatory and business dynamics in the tobacco and FMCG sectors.

SAIL’s Q4 Profit Climbs 11%, Revenue Up 5%

Steel Authority of India Ltd (SAIL) reported an 11% YoY growth in net profit to Rs 1,251 crore for Q4FY25, up from Rs 1,126 crore in the same quarter last year. Revenue also rose to Rs 29,316 crore, marking a 4.9% increase from Rs 27,958 crore. The company’s performance was driven by stable steel demand and cost management, though margins remained under watch in light of raw material price volatility.

Deepak Nitrite Sees Dip in Profit Despite Revenue Growth

Deepak Nitrite reported a 20% drop in net profit to Rs 202 crore in Q4, even though revenue rose 2% YoY to Rs 2,180 crore. The decline is attributed to rising input costs and normalization in specialty chemical demand, which impacted bottom-line growth. The results reflect the cyclical nature of the chemical sector and challenges in margin sustainability amid elevated operational expenditures.

Natco Pharma Delivers Steady Growth, Minor Margin Pressure

Natco Pharma's Q4 net profit grew by 5% YoY to Rs 406 crore, while revenue rose by 16% to Rs 1,287.3 crore. EBITDA surged to Rs 548 crore, showcasing robust operational performance. However, profit margins slipped to 44.89% from 46.55% on a YoY basis, indicating rising input or marketing costs. Despite this, the company’s consistent earnings and expansion in therapeutic offerings signal a steady outlook, particularly in the generics and oncology segments.

Upcoming Earnings in Focus: Bajaj Auto, Suzlon, Ola Electric

All eyes are on key earnings releases expected today from heavyweights such as Bajaj Auto, Mazagon Dock Shipbuilders, Suzlon Energy, SJVN, and Ola Electric. Bajaj Auto is expected to post strong numbers aided by export traction and premium segment demand, while Suzlon may reveal margin gains from operational efficiencies in its wind energy vertical. Ola Electric’s debut earnings will also be watched closely as the firm tries to establish profitability benchmarks amid growing EV competition.