F&O Ban and Key Results to Watch
On April 8, 2025, shares of Birlasoft, Hindustan Copper, and Manappuram Finance have been placed under the Futures & Options (F&O) trading ban by stock exchanges. This restriction comes into effect when securities exceed 95% of the market-wide position limit, signaling caution for traders dealing in these counters. Meanwhile, market watchers are keeping an eye on Transformer & Rectifiers (India) as the company is set to release its quarterly earnings report later today.
Bharat Electronics, M&M, and Titan Post Impressive Growth
Bharat Electronics (BEL) announced it has secured a major order worth ₹2,210 crore from the Indian Air Force for electronic warfare systems. With this, BEL’s cumulative order inflow for the financial year 2026 now stands at ₹2,803 crore, showcasing strong momentum in the defense Bharat electronics space.
Mahindra & Mahindra (M&M) also reported stellar performance in March 2025. The company’s total vehicle production rose by 23.51%, reaching 88,701 units, compared to 71,814 units in March 2024. Similarly, total sales for the same period surged 19.32% to 79,751 units. In a strategic move to enhance technological capabilities, M&M also announced the incorporation of a new wholly-owned subsidiary named Mahindra Advanced Technologies.
Titan Company saw a significant 25% year-on-year (YoY) growth in its standalone business. Its jewelry arm, CaratLane, also witnessed a healthy 22% YoY increase, fueled by robust performance in its studded portfolio. This suggests continued consumer demand and resilience in the luxury and lifestyle segments.
P N Gadgil’s Digital Surge and KPI Green Project Termination
P N Gadgil Jewellers reported a 26% increase in consolidated revenue YoY, highlighting its strong business fundamentals. The retail segment stood out with a massive 50% growth, while the e-commerce segment recorded an astounding 244% surge compared to the same period last year. This underlines the growing importance of digital sales channels in India’s jewelry sector.
In contrast, KPI Green Energy faced a setback after it announced the cancellation of a 66.20 MW hybrid power project order from Sai Bandhan Infinium. The termination followed changes in the project’s technical requirements post-confirmation. While it may be a temporary pause, it reflects the complexities that can arise in renewable energy project development.
As the trading week progresses, investors are likely to monitor these developments closely for signs of sectoral strength, particularly in defense, auto, energy, and retail segments. The mix of robust performances and strategic shifts positions these companies as key players to watch in the upcoming quarters.
