q4 profit decline

State Bank of India saw a 5.8% profit jump to Rs 19,684 crore in Q4FY26, though margins tightened. Bank of Baroda achieved a record Rs 5,616 crore profit, while Bank of India's net profit climbed 18.7%. Despite credit growth, SBI's share dipped due to investor concerns about core income.

Kotak Securities maintains an add rating on PNB with a revised target of Rs 125, citing steady profitability despite weaker core earnings than peers. Jefferies reiterates a buy on Marico, raising its target to Rs 960, with management confident in strong EBITDA growth.

State Bank of India reported a 6% rise in Q4 FY26 net profit to Rs 19,684 crore, driven by improved asset quality and lower bad loans. Despite this, total income saw a slight decline, and net interest margins compressed, leading to a drop in operating profit and a subsequent fall in SBI's stock price.

Leading financial institutions offer mixed outlooks on Indian stocks. Morgan Stanley sees SBI facing NIM challenges, while Goldman Sachs is bullish on Titan's jewellery segment. CLSA notes Bank of Baroda's core performance is mixed despite loan growth. Nomura backs Swiggy, highlighting food delivery strength and quick commerce competition. HSBC anticipates Hyundai's market share recovery and new launches.

Reliance Industries' Q4 FY26 net profit declined 12.5% year-on-year to Rs 16,971 crore, impacted by the Middle East crisis affecting its oil and chemicals business. Despite this, revenue rose 13% to Rs 2.98 lakh crore, with strong contributions from digital services and retail. Jio Platforms reported a 13% profit increase to Rs 7,935 crore.

Some brands holds steady as shipments dip 2% in Q1 2026, market could plunge by 12% this year

Analysts are bullish on Bajaj Finance, IIFL Finance, and Navin Fluorine, citing strong quarterly results and positive future outlooks. Federal Bank is seen as fairly valued, while Waaree Engineering's revenue beat expectations despite margin concerns. Investors are watching these key companies closely.

O2C Division Hit Hard By Rising Costs, Supply Chain Disruptions

India's flexible workspace sector has surged past 100 million sq ft, becoming a dominant force in commercial real estate. Once a niche for freelancers, it now attracts major enterprises and GCCs, driving significant growth and profitability. This shift marks a maturation, positioning India as a global leader in flex office solutions.

Maruti Suzuki achieved record revenue of over Rs 1.8 lakh crore in 2025-26, driven by strong sales of 24.2 lakh vehicles. Despite a 19.9% revenue surge, net profit saw a marginal 1.2% increase due to rising operational costs. The company anticipates producing an additional 2.5 lakh vehicles this year as supply chain issues resolve and new production capacity becomes available.

India's electricity generation rose 3% year-on-year in Q4 FY26, reaching 464 billion units, primarily driven by a 24% surge in solar power. Despite this growth, renewable energy curtailment increased, highlighting grid integration challenges. Gujarat experienced the highest curtailment, indicating a need for improved grid infrastructure to match clean energy expansion.