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India–US Investment Highlights 🇮🇳🇺🇸

• Indian companies plan $20.5 Bn+ US investments

• Key sectors: pharma, tech & manufacturing

• 12 Indian firms announced $1.1 Bn fresh investments today

• Investments expected to create US jobs

• Focus on stronger global supply chains

• Reflects deepening India–US economic ties

Impact: Positive for Indian global expansion & pharma/manufacturing ecosystem 👍

*MAJOR EARNINGS NEXT WEEK*

*May 4:*

Exide
Tata Tech
Ambuja Cements
KEI Inds
Tata Chemicals
AB Capital
Sobha
BHEL
Manappuram Finance,
Wockhardt

*May 5:*

M&M
L&T
Coforge
United Breweries
Marico
Hero Moto
PNB
Raymond

*May 6:*

Bajaj Auto
Godrej Consumer
Blue Star
Kansai Nerolac
Shree Cement
Radico Khaitan
CG Power & Inds
Polycab
Meesho
PB Fintech
Birlasoft
KPIT Tech
One 97 (Paytm)

*May 7:*

Dabur India
Pidilite
Thermax
Escorts Kubota
Biocon
Lupin
V-Mart
Thyrocare

*May 8:*

Titan
ABB
Chola Financial
Kalyan Jewellers
MCX
Urban Company
Swiggy
Ujjivan SFB
Bank of Baroda

Government of India 58 COMPANIES APPROVED UNDER CRITICAL MINERAL RECYCLING SCHEME

• Government approved 58 companies under critical mineral recycling incentive scheme

• Scheme outlay: ₹1,500 Cr with expected private investment of ~₹5,000 Cr

• Targets recycling of lithium-ion batteries, e-waste and industrial scrap

• Planned recycling capacity of ~850 KTPA

• Objective is to reduce import dependence and strengthen EV & clean energy ecosystem

• Key minerals include lithium, cobalt, nickel, copper and rare earths

Key beneficiaries:
• Exide Industries Limited
• Amara Raja Energy & Mobility Limited
• MSTC Limited
• Gravita India Limited
• Pondy Oxides and Chemicals Limited
• Hindalco Industries Limited
• Vedanta Limited
• Tata Chemicals Limited
• Tata Motors Limited
• Reliance Industries Limited
• Ola Electric Mobility Limited

Impact: Positive

*News Headlines from Business News Agencies:*

*Business Standard*

📝 FDI in India may cross $90 billion in FY26 on strong inflows: DPIIT Secy
📝 Fertiliser output steady; govt secures 3.7 MT urea imports for kharif
📝 Uttar Pradesh govt bets on solar as energy demand may cross 33,000 Mw
📝 HFCL Q4 FY26 results: Record net profit of ₹184 crore, revenue doubles
📝 BOE holds rates at 3.75%, warns Iran war may need forceful rate hikes
📝 Higher growth, asset quality boost keep analysts bullish on Bajaj Finance
📝 Bagmane REIT eyes growth via GCC demand, ROFO pipeline, low leverage
📝 Kimbal raises $22 mn Series B led by GEF to expand grid tech globally
📝 Rajasthan agency to spend Rs 1,500 cr to develop industrial areas
📝 Deep-tech startup Ctruh raises $2.5 million in seed round led by IPV
📝 Task force suggests measures to boost PNG penetration, reform CGD sector

*Economic Times*

📝 Times Music acquires Catrack Entertainment, doubles down on Punjabi catalogue strategy
📝 India, Italy draw up a new drill plan as military ties tighten
📝 Eli Lilly raises annual forecasts as GLP-1 drugs fuel growth
📝 Renault restructures India operations in export-focused reset
📝 AI customer service startup Netomi raises $110 million
📝 Gujarat Cotex to raise nearly Rs 43 cr through rights issue
📝 Kissht raises Rs 278 crore from anchor investors ahead of Rs 926 crore IPO
📝 Smartworks revenue rises 31% to Rs 1,796 crore in FY26; turns profitable
📝 India finds $800 billion silver lining as conflict clouds gather
📝 Brookfield’s Altius is said to plan $630 million India IPO
📝 Skydo enables Indian exporters to unlock over $150M in US tariff refunds

*Mint*

📝 Powergrid to raise ₹4,000 crore from SBI; board approves fundraise
📝 Defence, energy, data centres to lead India’s $800 bn capex wave: Morgan Stanley
📝 BSNL sets ambitious Arpu goal of ₹150 in FY27, betting on 4G rollout, upselling
📝 Reliance Retail expands beauty portfolio, acquires Priyanka Chopra’s ‘Anomaly’
📝 Federal Bank to buy select retail credit card portfolio of Standard Chartered
📝 Amazon Now sees 25% monthly order growth in India: CEO Andy Jassy
📝 Cars24 co-founder Mehul Agrawal steps back amid senior-level exits
📝 Labour unrest in India reflects a spike in the price of cooking gas
📝 HUL bets on price hikes, cost cuts to counter Mideast-led pressures
📝 Nvidia Leases Massive Bengaluru Office Space Amid AI Boom
📝 India's domestic air passenger traffic slows to 1.3% in FY26

A little boy asked me, “Do all fairy tales begin with 'Once upon a time'? "

"No, kid” I answered “Some begin with 'If I am elected’!”

*News Headlines from Business News Agencies:*

*Business Standard*

📝 Remain structurally bullish on India despite headwinds: Ben Powell, BlackRock
📝 GDP growth may slip to 6% if Indian crude averages $120/barrel in FY27: EY
📝 Piramal Pharma bets on FY27 rebound; expects mid-teens growth, margin gains
📝 Energy disruption offers chance to shift cooking to solar hours: MNRE minister
📝 Sun Pharma bets on Organon front-end to drive global growth, efficiencies
📝 PhonePe reaches 700 million users milestone amid strong fintech growth
📝 McLeod Russel India to sell three tea gardens in Assam to repay debt             
📝 Global auto industry facing demanding environment, says OICA president
📝 Transmission bottlenecks threaten India's ambitious renewable energy goals
📝 Eternal eyes $20 bn in B2C NOV by FY28; $1 bn in adjusted Ebitda by FY29
📝 Jio IPO may slip to second half of FY27 on geopolitical risks: Report
📝 Mahindra Lifespace pre-sales rise 21% to ₹3,405 cr in FY26 on strong demand

*Economic Times*

📝 LPG under-recoveries may hit Rs 80,000 crore in FY2027 amid West Asia disruptions: ICRA
📝 Skoda Auto India links up with CSC Grameen eStore for bookings
📝 Argentina emerges as India's main supplier of edible oils
📝 SWAMIH fund infuses Rs 600 crore with Ramky group to revive stuck projects in Bengaluru
📝 Nasdaq-listed MakeMyTrip said to hire banks for India offering
📝 Apple's new CEO Ternus likely to get earnings spotlight as strong results loom            
📝 EPACK Durable expands into infrared cooktops as gas squeeze shifts demand
📝 AWL Agri Business flags 20% rise in oil-linked costs amid Middle East conflict
📝 Meesho receives Rs 14.29 crore GST notice for non-collection of TCS
📝 Inorbit malls to acquire Prozone Group malls in Chhatrapati Sambhaji Nagar, Coimbatore
📝 Tata Motors files record 144 patent applications in FY26
📝 LG Electronics, Nvidia in talks over robots, AI data centres and mobility

*Mint*

📝 IRDAI plans insurance sales clean-up, distribution reforms, chief Ajay Seth says
📝 Embassy Office’s FY27 growth targets look doable unless GCC demand falters
📝 Prestige Group bets on rental-led senior living, eyes premium play in Bengaluru
📝 Vedanta beats street on strong commodity prices, volumes
📝 OPEC oil production shifts as UAE exits amid Iran war
📝 India in talks with US for ‘equitable’ access to Anthropic's Mythos AI model 
📝 PE firm Siguler Guff invests $40 million in Trimex Foods
📝 Centre pivots highway push to ring roads, bypasses around 50 large cities
📝 Servify eyes acquisitions to bulk up before IPO
📝 Premium switchgear maker Norisys taps A&M for potential stake sale
📝 Federal Bank reports 22% growth in profit despite surge in provisions; Asset quality improves

ACTION FOR THE DAY

Nifty Monthly Expiry

Q4 Earnings-Maruti Suzuki, Eternal, Bandhan Bank

India Industrial Production Data

Bank of Japan-Rate Decision

Lockin Expiry- Capillary Technologies

PM Modi-2nd Day Of Visit In Sikkim

Global Earnings-Coca Cola, Starbucks, Visa

Growth Triggers 👇

🔹#TDPower – Data center/export-led generator demand; OB ₹1,845 Cr; new plant + strong FY27 visibility

🔹#QualityPower – Grid capex + HVDC push; Sangli expansion (₹1,500 Cr potential) + JV scale-up

🔹#ShilcharTech – Renewable transformer demand; full utilization + expansion by FY27

🔹#MTAR – AI/data center fuel cells + nuclear/defense; OB ₹2,395 Cr, strong order momentum

🔹#Kaynes – EMS + semiconductor play; OB ₹9,072 Cr; OSAT ramp underway

🔹#Netweb – AI/HPC boom; strong strategic orders + 30–40% growth visibility

🔹#ZenTech – Defense indigenization; anti-drone + simulators; OB ₹1,427 Cr

🔹#DataPatterns – Radar/EW systems; OB ₹1,868 Cr + strong pipeline

🔹#PTCIndustries – Aerospace/defense alloys; global tie-ups (Blue Origin, Honeywell)

🔹#E2ENetworks – GPU cloud/AI infra; hyper growth + high margins

🔹#InoxIndia – LNG/cryogenic exports; diversified global demand

🔹#FrontierSprings – Railways capex play; strong order visibility + capacity ramp

STT hike hit F&O trading. Since April, higher taxes cut Nifty and Bank Nifty futures volume by 33%. Index futures daily turnover dropped from ₹0.37 trillion to ₹0.25 trillion. Options also fell sharply.

🚨 THIS is INSANE

BAD NEWS for war

🇮🇷 More than 15 countries are urgently advising their citizens to leave Iran immediately.

Many nations are telling their citizens to get out of the Middle East

These citizens need to leave Iran imminently.

🇺🇸 US - Leave immediately
🇩🇪 Germany - Leave
🇮🇹 Italy - Leave if possible
🇪🇸 Spain - Leave ASAP
🇵🇱 Poland - Leave immediately
🇫🇷 France - Leave
🇬🇧 UK - Leave if possible
🇨🇦 Canada - Leave now
🇫🇮 Finland - Leave / avoid travel
🇸🇪 Sweden - Leave (no evacuation guarantee)
🇷🇸 Serbia - Leave ASAP
🇨🇾 Cyprus - Avoid travel / leave
🇮🇳 India - Leave expeditiously
🇰🇷 S Korea - Leave / avoid travel
🇸🇬 Singapore - Leave if possible
🇦🇺 Australia - Leave ASAP
🇨🇳 China - Leave
🇧🇷 Brazil - Leave if possible

PAYTM 🔻🔻

RBI CANCELS LICENCE OF PAYTM PAYMENTS BANK LIMITED

PAYTM PAYMENTS BANK FAILED TO COMPLY WITH THE CONDITIONS STIPULATED IN THE PAYMENTS BANK LICENSE ISSUED TO IT

NESTLE INDIA Q4FY26 RESULTS:-

Net Profit: ₹1,114 Cr (↑ 25.8% YoY | ↑ 9.4% QoQ)
Revenue: ₹6,748 Cr (↑ 22.6% YoY | ↑ 19.1% QoQ)
EBITDA: ₹1,772 Cr (↑ 27.6% YoY | ↑ 47.5% QoQ)
EBITDA Margin: 26.3% ↑ vs 25.2% (YoY) | ↑ vs 21.2% (QoQ)

• Strong beat vs estimates across all parameters
• Highest quarterly growth in nearly a decade
• Double-digit volume growth driving performance
• Highest-ever domestic sales at ₹6,445 Cr
• Broad-based growth across product categories
• Dividend declared at ₹5 per share

INPUT COST TRENDS

• Coffee, cocoa prices softening
• Sugar prices stable
• Edible oil prices rising
• Milk prices firm; wheat impacted by rains

CORE INSIGHT
• Volume-led growth with margin expansion intact

*News Headlines from Business News Agencies:*

*Business Standard*

📝 Govt extends PMGSY-III with ₹83,977 crore outlay, approves rail projects
📝 El Nino impact may be muted, govt ready for kharif sowing: Agri Minister
📝 Rubicon Research sharpens India play with focus on CNS: CEO Parag Sancheti
📝 India spreads LNG supply basket to Africa, barred Russian projects
📝 Marriott debuts Autograph Collection brand in India with Karnal hotel
📝 Kiwi cofounder Mohit Bedi quits CBO role, moves into advisory position
📝 FSSAI bans use of ashwagandha leaves in supplements, flags safety concerns
📝 NBCC sells 14 lakh sq ft commercial space in South Delhi for ₹5,779 cr
📝 Atomic Energy Commission clears FDI policy for nuclear power sector
📝 Cabinet clears ₹12,980 cr maritime insurance pool, other key projects

*Economic Times*

📝 Yes Bank Q4 Results: Net profit rises 45% to Rs 1,068 crore, NII up 16% YoY
📝 North India handles 30% of air passenger traffic; fog remains key challenge, expansion underway: AAI official
📝 MDBs to deepen collaboration to support nations amid heightened global uncertainty
📝 Govt clears UP potato buy at Rs 6,500/ton, hikes gram cap in Andhra Pradesh
📝 Starlink unable to get signal for India liftoff; faces FDI hurdles amid security concerns
📝 Vedanta Resources seeks $200 million loan top-up after $350 million deal earlier this year
📝 Prolonged West Asia conflict to impact India's automobile sector, says FADA President
📝 US extends waiver allowing countries to buy Russian oil
📝 Zee Entertainment to invest up to Rs 116 crore in VFX studio PhantomFX

*Mint*

📝 UltraTech Cement capacity tops 200 mtpa, now the largest outside China
📝 JSW Steel, Posco to set up 6 mtpa greenfield plant in Odisha
📝 ICICI Bank Q4 results: Profit rises 8.5% YoY
📝 Govt widens export relief cover to support traders hit by West Asia war
📝 DeepSeek in talks to raise $300 million at $10 billion valuation, Report says
📝 HDFC Bank Q4 net profit rises 9% to ₹19,221 crore, NII up 3.8% YoY
📝 White House chief of staff to meet with Anthropic CEO over its new AI technology
📝 India, Austria launch fast-track mechanism to boost investment, trade ties
📝 Flipkart plans to enter ticketing market, to compete with BookMyShow: Report
📝 Federal judge blocks Nexstar-Tegna TV station merger until antitrust lawsuit is settled