TLDR

Indian stock markets faced volatility from Operation Sindoor tensions, but Sensex and Nifty showed resilience with FII support. Despite a recent sell-off, investor sentiment remains cautiously optimistic for a rebound.

Tata Motors Gains Momentum as Shareholders Approve Split: Tata Motors rose 4% after shareholders approved a split into passenger and commercial vehicle entities.

Coal India Reports 12% Profit Growth, Announces Dividend: Coal India’s Q4 profit grew 12% to ₹9,604 crore, with a dividend declared, signaling energy sector stability.

Indian Rupee Posts Strongest Weekly Performance: The Rupee gained 0.5% to 84.8250, its best week since October 2024, driven by foreign inflows.

Adani Green Energy Secures $500 Million from TotalEnergies: Adani Green Energy got a $500 million investment from TotalEnergies to hit a 50 GW renewable target by 2030.

Reliance Jio Expands 5G Rollout with New Spectrum Acquisition: Reliance Jio acquired additional 5G spectrum in the 26 GHz band, boosting its network capacity and targeting 90% coverage by 2026.

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1. Tata Motors Gains Momentum as Shareholders Approve Split into Two Entities

• Tata Motors’ shareholders approved the company’s plan to split into two distinct entities, separating its passenger vehicle and commercial vehicle businesses, aiming to enhance operational focus.

• The stock surged nearly 4%, making it the top gainer on the Nifty 50, reflecting strong investor confidence in the restructuring strategy.

• The split is expected to streamline decision-making and unlock value, potentially attracting sector-specific investments in both entities.

2. Coal India Reports 12% Profit Growth in Q4, Announces Dividend

• Coal India’s net profit for the January-March quarter rose 12% year-on-year to ₹9,604 crore, driven by steady production and demand in the energy sector.

• The company declared a dividend, though the specific amount wasn’t detailed in updates, signaling a commitment to rewarding shareholders.

• Investors may find Coal India a stable option in the energy sector, especially amid global energy price fluctuations and India’s focus on energy security.

3. Indian Rupee Posts Strongest Weekly Performance Since October 2024

• The Indian Rupee gained nearly 0.5% against the U.S. dollar, closing at 84.8250, marking its best weekly performance since October 2024.

• Robust foreign inflows supported the currency’s strength, despite regional instability from the India-Pakistan conflict, highlighting India’s economic resilience.

• A stronger rupee could reduce import costs for Indian companies, particularly in oil and technology, potentially boosting profitability in these sectors.

4. Adani Green Energy Secures $500 Million Investment from TotalEnergies

• Adani Green Energy Limited (AGEL) received a $500 million investment from TotalEnergies to expand its renewable energy portfolio, targeting 50 GW by 2030.

• The deal strengthens AGEL’s financial position and supports its green energy projects, aligning with India’s net-zero goals, potentially boosting its stock value.

• Investors should monitor AGEL’s project execution and global energy trends, as this partnership could enhance its competitive edge in the renewable sector.

5. Reliance Jio Expands 5G Rollout with New Spectrum Acquisition

• Reliance Jio secured additional 5G spectrum in the 26 GHz band through a recent auction, enhancing its network capacity to support growing data demand.

• The company aims to achieve 90% 5G coverage across India by 2026, positioning it as a leader in the telecom sector amid rising digital adoption.

• Investors may see this as a growth opportunity, especially with Jio’s plans to integrate AI and IoT services, potentially driving long-term revenue growth.

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