An analyst from Anand Rathi said that Adani Green has delivered a strong rally over the past few months, but recent price action indicates that bullish momentum is gradually weakening.
India's telecom sector is witnessing one of its biggest transformations, while the IT sector is facing one of its toughest phases. Is the upcoming Reliance Jio IPO the biggest investment opportunity in years? Can Bharti Airtel continue creating wealth, and is Vodafone Idea finally turning the corner? On the other hand, why have IT giants like Infosys and TCS lost over half their market value from their peaks? Is this a value-buying opportunity or a long-term value trap? In this special edition of Market Commentary, Piyush Pandey, Senior Vice President - Equity Research, Centrum Broking, decodes the future of India's telecom and IT sectors, Jio's expected valuation, tariff outlook, AI disruption, stock-specific opportunities, and where investors should put their
VIL, Hitachi Energy India Ltd and Indus Towers are likely upwards revisions to large cap and likely candidate to Nifty100, Equirus Securities said.
Vodafone Idea share price: The warrants were issued for cash at Rs 11 apiece against the receipt of 25 per cent of the issue price, or Rs 2.75 per warrant, aggregating to Rs 1,182.50 crore.
Vodafone Idea, Hitachi Energy India, Jindal Steel Ltd, Indian Bank Ltd, Indus Towers Ltd, Billionbrains Garage Ventures (Groww) and Bharat Heavy Electricals Ltd (BHEL) are among stocks that may join the largecap club.
Vodafone Idea: The telecom stock has gained 25.32 per cent over the past month and rallied 98.93 per cent in the last one year.
Vodafone Idea had on May 19, while intimating stock exchanges about the EGM, had suggested that the allotment of warrants would be completed within a period of 15 days from the date of passing of the resolution.
Vodafone Idea: Noting that it is a High Court decision that can be appealed in the Supreme Court, Nomura does not expect provision reversals to be booked immediately.
Telecom stocks in news: This marked a major legal victory for the two companies after a long-running dispute with the Department of Telecommunications (DoT).
Telecom stocks: MOFSL has 'Buy' on Bharti Airtel with a target price of Rs 1,798. For Vodafone Idea, MOFSL suggested 'Neutral' and a target of Rs 10 per share.
Telecom companies reported a stable performance in Q4FY26, helped by premiumisation, rising data usage and continued network investments, Centrum Broking said.




