HAL’s Two-Year Tejas Logjam Is About to Break — And the Order Book Just Hit Rs 2.5 Trillion

State-owned planemaker poised to begin deliveries of long-delayed fighter jet in first half of FY27 as GE engine supply finally ramps up, says Antique Stock Broking, which flags a Rs 4.5 trillion pipeline ahead Hindustan Aeronautics Ltd. is approaching what could be a defining year, with the state-owned defence manufacturer poised to begin deliveries of … Read more

Passive Funds Are Quietly Eating Active’s Lunch — Here’s the AMC Scorecard

ETFs and Index Funds drove a 7.4% q-q surge in passive AUM while equity AUM shrank, says Nomura. Nippon and HDFC are leaning hardest into the shift — a structural read every investor should clock. While market headlines fixate on Flexi Cap and Small Cap flows, a quieter structural shift is reshaping India’s mutual fund … Read more

Citius Transnet Investment Trust InvIT Is Open: What You Should Know

Citius Transnet Investment Trust, a SEBI-registered infrastructure investment trust focused on transport assets, opens for subscription today. Citius Transnet Investment Trust is sponsored by Epic TransNet Infrastructure Private Limited, which is wholly owned by schemes of Infrastructure Yield Trust managed by EAAA India Alternatives Limited. As of March 2025, EAAA ranks third among infrastructure investment … Read more

Retail Brokers Look Set to Shine Even as the Market Bleeds

Markets are expected to have cracked double-digits in the March quarter, yet retail traders never blinked — option premiums are estimated to have jumped 40%+ and Angel One has flagged 13% QoQ order growth. JM Financial calls it a “strong quarter for retail brokers,” with Angel One and 360 ONE WAM the preferred ways to … Read more

FIIs Just Dumped a Record $13.6bn of Indian Stocks in March — and DIIs Bought Almost All of It

Foreign investors logged their largest-ever monthly outflow as the Nifty cracked 11.3%, but domestic institutions absorbed the blow with $15.4bn of buying. JM Financial’s March flow tracker shows FII ownership at a 13-year low — and India’s MSCI weight quietly slipping. The tug-of-war between foreign and domestic money hit a new extreme in March. Foreign … Read more

The AMC Stocks Quietly Winning Market Share

ICICI Prudential AMC and Nippon Life are pulling flow share well ahead of their AUM footprint, while SBI and UTI cede ground — Nomura’s March preview offers a clear scorecard on which listed asset managers are accreting future earnings power For investors tracking India’s listed asset managers, March 2026 flow data flagged a clear winner … Read more

Q4FY26 Earnings Preview: Growth Is Quietly Reviving, Even as a West Asia War Rewrites the Margin Math

GST cuts, record gold prices and a steel-price rebound are pulling autos, banks, metals and retail back into growth. But IDBI Capital and Anand Rathi both flag the same catch — a Gulf conflict whose hit to input costs, freight and currency lands mostly next quarter. Growth, it seems, is coming back. IDBI Capital framed … Read more

TCS Just Delivered Its Third Straight Quarter of Growth

A clean, in-line March quarter — 1.2% constant-currency revenue growth, 25.3% margins and a $12bn order book with three mega deals. JM Financial keeps its ADD and nudges the target to ₹2,730, but flags the one thing that could keep the stock from re-rating: the Gen AI overhang. Tata Consultancy Services closed out FY26 with … Read more

PropShare Celestia InvIT Is Open: What You Should Know

PropShare Celestia, the third scheme under Property Share Investment Trust, is opens for subscription PropShare Celestia, the third scheme under Property Share Investment Trust, opens for subscription today with the issue closing on April 16. It is a small and medium real estate investment trust structure that proposes to invest in six newly incorporated Special … Read more

Where India’s Smart Money Is Flowing in March

March 2026 mutual fund inflows see flexi-caps funds as the talk of the town March 2026 mutual fund flow data offers retail investors a useful tell on where conviction is building — and which categories are winning new money. Nomura’s April 5 preview pegs industry net equity inflows at ₹43,600 crore, up 16% month-on-month, with … Read more

Om Power Transmission Ltd. IPO Is Open: What You Should Know

Om Power Transmission Ltd., a Gujarat-based power transmission infrastructure EPC company, is currently open for subscription with its IPO closing on April 13. The company specialises in execution of high-voltage and extra-high voltage transmission lines, substations, and underground cabling projects on a turnkey basis, along with operation and maintenance services. Its EPC capabilities cover transmission … Read more