“Any signs of easing of tensions is expected to improve execution pace, reduce logistics and input costs, and support margin recovery,” SBI Securities said.
L&T in focus: Nuclear-related revenue is expected to rise 3 to 3.5 times over the next five years, depending on how quickly projects are executed.
Thorium stocks such as NTPC, BHEL, Larsen & Toubro (L&T), Hindustan Construction Company, MTAR Technologies, PTC Industries, WPIL and Walchandnagar Industries have surged up to 225% in a year .
Stocks like M&M, Adani Green, Larsen & Toubro, Swiggy, Lupin, Muthoot Finance, ICICI Pru AMC, AstraZeneca, MGL and more will be in the spotlight on Monday, April 13.
Gains in index heavyweights such as ICICI Bank Ltd, HDFC Bank Ltd, Reliance Industries Ltd (RIL), Axis Bank Ltd, Mahindra & Mahindra Ltd (M&M), Larsen & Toubro Ltd (L&T), State Bank of India (SBI), Bajaj Finance, Kotak Mahindra Bank and Asian Paints helped benchmarks recover from yesterday's drop.
“That said, longterm outlook for the Middle East business remains robust with no news of project cancellations or payment delays,” JM Financial added.
Gains in index heavyweights such as HDFC Bank Ltd, Larsen & Toubro Ltd (L&T), Axis Bank Ltd, ICICI Bank Ltd, Bajaj Finance Ltd, Titan, Trent, State Bank of India (SBI), Tata Consultancy Services Ltd (TCS), Infosys Ltd, NTPC Ltd and UltraTech Cement Ltd supported the benchmarks, helping them move into positive territory after a weak start.
Gains in index heavyweights such as HDFC Bank Ltd, Axis Bank Ltd, Larsen & Toubro Ltd (L&T), Titan, Trent, ICICI Bank, Infosys Ltd, Bajaj Finance, Tata Consultancy Services Ltd (TCS) and UltraTech Cement Ltd supported the benchmarks and helped them move into positive territory after a weak start.
S. N. Subrahmanyan has transformed L&T by focusing on new technologies, long-term planning and early moves in areas such as semiconductors and green energy.
Meanwhile, in a latest note, brokerage firm JM Financial flagged near-term challenges for the company stemming from the escalating West Asia crisis.
The upmove was led by gains in heavyweight stocks such as HDFC Bank Ltd, ICICI Bank Ltd, State Bank of India (SBI), Larsen & Toubro (L&T), Mahindra & Mahindra Ltd (M&M), Kotak Mahindra Bank Ltd, Bharti Airtel Ltd, Titan, Axis Bank Ltd, Eternal Ltd and Reliance Industries Ltd (RIL), which lifted the benchmarks higher.




