Steel stocks: Nomura said large and blast-furnace-based steel players are relatively better positioned than smaller and gas-based DRI steel producers.
At last check, Tata Steel was down 4.11 per cent at Rs 207.90. SAIL fell 0.65 per cent at Rs 191.10, while JSW Steel shed 0.35 per cent to Rs 1,274 level.
Stocks like Tata Motors PV, HCL Tech, JSW Steel, Apollo Tyres, Muthoot, Voltas, Akums Drugs, OMCs, Adani Group shares will be in the spotlight on Friday, May 15.
The expansion plans come as the Centre accelerates spending on highways, ports, airports and logistics networks to support economic growth and its goal of making India a developed economy by 2047.
At Daily Calls on BTTV, Anshul Jain from Lakshmishree Investment & Securities shared his views on metal stocks.
Adani group flagship Adani Enterprises Ltd saw 11.7 per cent EPS upgrade, data compiled by JM Financial suggested.
Kotak Institutional Equities sees 15-20 per cent downside for Tata Steel and SAIL. It upgraded NMDC Ltd to 'Reduce' from 'Sell'.
Tata Steel and JSW Steel are likely to account for the impact of Middle East conflict, consumption outlook and issue next year’s guidance in their Q4 earnings.
Q4 earnings today: HCL Technologies, Nestle India, Persistent Systems, 360 ONE WAM, Tata Investment Corporation, Tata Elxsi.
Stocks like TCS, Tata Steel, Wipro, HDFC Life, JSW Steel, Eicher Motors, IRB Infra, Poonawalla Fincorp, Anand Rathi Wealth will be in the spotlight on Friday, April 10.
Indian stock markets face subdued earnings growth amid shifting geopolitical tensions, according to Elara Capital, sharing its preview for the quarter ended on March 31, 2026.




