By Trendlyne AnalysisThisgems & jewellery company rose 10% in the past week as its revenuejumped 46% YoY in Q4FY26. Growth remains broad-based, with both domestic and jewellery businesses up over 40%. Consumer sales in jewellery grew, helped by higher spending per customer and a recovery in buyer growth.
Studded and gold jewellery grew around 30%, while coin sales nearly tripled. Managing Director Ajoy Chawlasaid, “the festive period drove consumer interest across our product portfolio,” with demand across price segments.
Management also focused on managing affordability. Jewellery CEO Arun Narayan said, “the pivot to lightweight jewellery and introduction of 18-carat and lower carat options helps keep price points accessible.” This is helping sustain volumes while allowing revenue to grow through higher realisations.
The stock appears in ascreener of companies with increasing revenue every quarter for the past three quarters.
Expansion continues to support growth. The company added 47 stores in the quarter, taking its total network to 3,603 stores. International business grew 156%, driven by traction in the Middle East and North America. The integration of Damas, a Gulf-based jewellery retailer in which Titan has acquired a controlling stake, also drove growth.
Geojit however,downgraded the stock to ‘Hold’, citing gold price volatility and near-term pressure on jewellery margins due to product mix changes. But it noted that premium products and a better mix should help margins over the longer term.Forecaster expects revenue to rise nearly 30% in FY26, with net profit surging nearly 55%.
The stock of this pharmaceutical company rose by more than 3% over the past week. On 9th April, Glenmark received final approval from the US FDA for its generic version of progesterone 100 mg vaginal inserts used in fertility treatments. According to IQVIA data for the 12 months ended February 2026, the US Endometrin vaginal inserts market recorded annual sales of approximately $59.2 million. The stock appears on a screener for companies that have shown consistent high performance for the past 5 years.
On April 1, the company announced it would take over the end-to-end commercialization and distribution of Ryaltris in the US. This nasal spray, used to treat seasonal allergic rhinitis, represents a strategic shift for Glenmark. Commenting on the move, Marc Kikuchi, North America’s President and Business Head, said: “The commercialization of Ryaltris in the US is an important step forward for the growth of our company. It allows us greater operational direction in how we engage the market. Ryaltris was launched in 11 new markets in FY26, taking its global presence to 55 countries.”
The patent expiry of semaglutide, the key formulation behind Ozempic, has triggered a wave of affordable generics in India. While India has around 100 million diabetics and 250 million people battling obesity, treatment penetration is currently a mere 4-5%. Glenmark entered the fray in March with its semaglutide, GLIPIQ, and launched a weekly treatment starting at just Rs 325. Alok Malik, India Formulations Head, noted that “affordability is one of the biggest barriers to weight loss therapy, and our new vial-based format offers a flexible, cost-effective option for patients.”
Nomura estimates that India’s semaglutide market could soar past Rs 12,000 crore over the next five years. If even 2% of the obese population starts therapy, weight-loss drug sales could generate over Rs 2,500 crore. This potential is supported by the fact that generic injectables are now 50-90% cheaper than innovator brands like Mounjaro, which can cost up to Rs 26,000 per shot.
Meanwhile, ICICI Securities believes this "affordability factor" will be a game-changer, especially in Tier 2 and 3 cities where adoption has historically been low. As the price gap between entry-level semaglutide and premium alternatives widens, potentially reaching 86%, domestic adoption for mass diabetes and weight management is expected to jump, shifting these treatments from luxury options to mainstream healthcare essentials.
Thisreal estate company rose 18.8% over the past week, driven by a strongQ4FY26 update and positive analyst views.
The company reported its highest-ever quarterly pre-sales of Rs 5,890 crore in Q4FY26, up 23% YoY. Full-year pre-sales grew 16% to Rs 20,530 crore. Though it fell short of the Rs 21,000 crore guidance, management pins the blame on delayed March transactions due to geopolitical tensions, not flagging demand. Underlying sales momentum remains bullish.
Lodha added 12 projects across key markets during the year. Total gross development value (GDV) additions reached around Rs 60,000 crore, 2.4 times its annual target. This strengthened its launch pipeline and improved revenue visibility.
MD and CEO Abhishek Lodhasaid, "We are sitting on significant available supply, almost Rs 2 lakh crores of GDV is available for us to sell in the next 5 years." With this pipeline, the company is shifting its focus from business development to improving cash flows, speeding up execution, and reducing reliance on external funding over the next 24 months.
Morgan Stanleyinitiated coverage with a ‘Buy’ call, expecting the stock to rise meaningfully over the next 60 days. The brokerage highlighted steady execution and potential from Lodha’s data centre business. It pointed to aplanned Rs 1.3 lakh crore data centre park in Maharashtra. This 2.5 gigawatt data centre project near Mumbai aims to generate stable annuity income. Lodha targets around Rs 1,500 crore in annual income by the end of the decade.
Valuation remains attractive. The stocktrades at a price-to-earnings ratio of 23.6, well below its five-year average of 82.8. Forward EPS estimates indicate a potential upside of around 250.4% compared to historical PE levels.
However, Jefferiesestimates that the near-term outlook for the real estate sector remains cautious amid ongoing tensions in the Middle East. Geopolitical uncertainty hasled to a “wait-and-watch” approach among wealthy buyers and Non-Resident Indians (NRIs). This delays purchases in high-value housing segments where they are key investors. Higher oil prices may also increase construction costs for materials such as steel, cement, and logistics. This caution is expected to impact the June quarter.
This cosmeticsretailer surged 5.5% over the past week afterreporting a strong Q4 business update. The company expects net revenue growth to be in the “late twenties,” likely aboveForecaster estimates of 26%, which would mark its fastest pace in three years. It is also in talks toacquire a majority stake in Deepika Padukone’s skincare brand 82°E to strengthen its premium portfolio, though no binding agreement has been finalised.
The business continues to scale efficiently, with around 85% ofrevenue coming from product sales and the rest from marketing and related services. Events like its 'Pink Love Sale' has led to growth in marketing income. MD & CEO Falguni Nayarhighlighted the role of technology, noting that AI will enable “more personalised journeys that can improve conversion.”
Nykaa has over 19 million annual transactingcustomers, growing 25% YoY. To cater to this cohort and expand further, the company added 26 stores and integrated 11 Kiehl’s outlets in Q4, taking the total store count to 313. This reflects its continued focus on building an omnichannel presence.
Nykaa is also speeding up its deliveries with Nykaa Now, currently active in 53 stores across seven major cities. By using its existing shops to fulfil orders quickly, the firm avoids the high cost of building delivery-only warehouses. This setup bridges the gap between physical shopping and instant delivery, encouraging customers to buy more often while keeping the company's costs down.
Venturainitiated coverage on the stock with a target price of Rs 310. They highlight Nykaa’s rapid portfolio growth to Rs 2,000 crore over the past five years, and expect it to triple to Rs 6,000 in the next four years. They forecast the firm to deliver a revenue CAGR of 27%, with net profit doubling every year through 2028.
This power producer’s stock climbed 5.7% last week after the company signed a deal with Électricité de France, a French electric utility company, to jointly develop nuclear power projects in India. The deal will help the company expand its nuclear energy portfolio, in line with the Government’s target to achieve 100 GW capacity by 2047.
Over the past month, NTPC also took aggressive steps to expand its overall capacity. On March 28, the board approved a Rs 5,822 crore capex to build a 4.7 gigawatt-hour (GWh) battery energy storage system. The board also cleared a Rs 3,174 crore investment in its joint venture, Meja Urja Nigam. This money will fund stage II of the 2,400 MW Meja thermal power project.
Following this approval, NTPC awarded a Rs 13,500 crore contract to Bharat Heavy Electricals (BHEL). As per the order, BHEL will design, build, and test the main plant, including the boiler, turbine, and generator, alongside the civil works for the Meja project.
In addition, the company awarded Rs 1,078 crore in contracts to Enviro Infra Engineers and GR Infraprojects. These firms will install battery storage systems at NTPC’s thermal power plants in Karnataka, Telangana, and Maharashtra. Furthermore, its subsidiary, NTPC Green Energy, partnered with Nxtra Data to build renewable energy projects. This tie-up will supply round-the-clock green power to Nxtra’s data centres across India.
Outlining the expansion plans, Chairman and Managing Director Gurdeep Singh said, “We have over 33 GW capacity under construction, including coal, hydro, and renewables. For thermal, we expect to commission 6.5 GW over the next three years.” He added that the company is balancing investments across traditional and clean energy. NTPC is focusing its resources on expanding existing thermal plants while staying open to selective acquisitions.
Following these moves, UBS upgraded the stock to a ‘Buy’ rating from ‘Neutral’ and raised its target price to Rs 432, an 13.6% upside. Analysts expect power demand to surge amid growing data centre capacity, rising appliance sales, and higher electric vehicle adoption. The ongoing US-Iran conflict could also push the government to roll out stronger energy security policies, further benefiting the company.
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