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Today’s Stock Market Trends: Global Cues, Nifty Outlook, Sector Action & Key Stocks in Focus
aaj ka Stock Market Trends updates by abtadka news Globally market ka impact hamare indian market par aaj dikhneko milega - Nifty Outlook, Global Markets, Metals Rally & Top Stocks to Buy Indian stock market outlook today amid weak Services PMI, FII selling, global record highs, metals rally, sector-wise trends, Nifty levels and actionable stock ideas.
📌 Market Snapshot: What’s Driving Markets Today?
Indian equity markets are expected to open marginally lower today as a mix of domestic macro weakness and global optimism creates a tug-of-war for investors.
Key pressure points include:
- Domestic Services PMI slipping to an 11-month low
- Continued FII selling
- Lack of clarity on US–India trade negotiations
- GIFT Nifty indicating a 0.3% lower opening
On the positive side:
- US markets hit fresh all-time highs
- Metals, mining and silver prices surged sharply
- Strong Q3 business updates from select sectors
- Attractive valuation comfort in Indian equities
🌍 Global News Impact
US President Donald Trump reiterated his strong personal relationship with PM Narendra Modi, but also highlighted India’s displeasure over high US tariffs linked to India’s purchase of Russian oil.
This continues to create uncertainty around near-term trade negotiations.
🌏 Global Markets Overview
🇺🇸 US Markets
- Dow Jones surged 1% to a fresh all-time high above 49,000
- S&P 500 gained 0.6%, also closing at record levels
- Rally driven by AI optimism and expectations of Fed rate cuts
🌏 Asian Markets
- Asian equities took a breather after strong gains
- Nikkei 225 slipped 0.4%
- MSCI Asia Pacific Index paused after four sessions of gains
🇪🇺 European Markets
- European indices ended higher
- UK Index gained over 1%, led by metal and mining stocks
- Germany and France rose around 0.3%
🛢️ Commodities Update: Metals on Fire 🔥
- Silver surged 8%, hitting an all-time high above $80/oz
- Gold gained 1% to around $4,483/oz
- Copper touched record levels near $13,000/ton
- Nickel jumped up to 8% on LME
- Brent crude slipped 1% to $61/bbl
👉 The metals rally is expected to boost metal and mining stocks, with any correction viewed as a buying opportunity.
🇮🇳 Domestic Market Outlook Today
Markets are likely to see:
- Weak opening due to macro pressure
- Support emerging at lower levels
- Stock-specific action based on Q3 updates
Despite India posting higher GDP growth than most global economies, domestic equities have underperformed due to:
- US tariff concerns
- Persistent FII selling
- Risk-off sentiment in mid and small caps
📉 Previous Day Market Recap
- Nifty fell 71 points (-0.3%) to 26,178
- Sensex declined 376 points (-0.4%) to 85,063
- Selling seen in Reliance, ITC, HDFC Bank, Kotak Bank
- Pharma and select PSU banks outperformed
Market Breadth
- Nifty 500 Advance–Decline: 1.5 : 2.5
- FIIs: Net sellers ₹107 cr
- DIIs: Net buyers ₹1,749 cr
📊 Nifty & Bank Nifty Technical Levels
Nifty Levels
- Resistance: 26,200 → 26,350 → 26,500
- Support: 26,050 → 25,950
- Trend weakened after breaking higher-highs structure
Bank Nifty Levels
- Resistance: 60,000 → 60,437 → 60,750
- Support: 59,750 → 59,500
- Buying visible at lower levels, momentum missing at highs
🏦 Sector-Wise Outlook
🔹 PSU Banks – Positive
Strong Q3 business updates from:
- Bank of India
- PNB
- Union Bank
- Bank of Maharashtra
- IOB
- J&K Bank
🔹 Metal Stocks – Positive Bias
- Copper, silver at record highs
- Buying expected on any correction
- Hind Zinc likely to benefit from silver rally
🔹 Fertilizer Stocks – Watchlist
- Expect higher subsidy allocation in Union Budget
🔹 Gems & Jewellery – Positive
- Strong Q3 updates from Titan and Senco Gold
📈 Stock-Specific News & Impact
Positive Stocks
- IEX – Possible rollback of CERC order; stock surged 13%
- Titan – Strong domestic & international sales growth
- Senco Gold – Revenue up 51% YoY
- Marico – Strong Q3 update & IIT Tirupati tie-up
- Lodha Developers – Pre-sales up 25%
- Biocon – New oncology biosimilars in US
- IRB Infra Trust – New highway project
- Jubilant FoodWorks – Revenue growth but margin watch
- CAMS – Successful KRA migration
- Honasa Consumer – Acquisition completed
- CarTrade Tech – Launched SUPER SERIES platform
Volatile
Tata Motors – Mixed production trends
🎯 Brokers Radar (Selected)
- Goldman Sachs on Titan – Target ₹4,800
- Morgan Stanley on Indian Hotels – Target ₹780
- Jefferies on Britannia – Target ₹7,300
- JP Morgan on M&M – Target ₹3,360
- HSBC on M&M – Target ₹4,250
- Nomura on Kotak Bank – Target ₹2,200
✅ Actionable Buy Ideas (Short–Medium Term)
- NLC India
- Rain Industries
- Marico
- Fortis Healthcare
🔔 Events to Watch Today
- Cabinet meeting at 11 AM
- M&M launches new electric car (starting ₹13.89 lakh)
📌 Conclusion
While near-term volatility remains due to macro concerns and FII selling, strong global cues, metals rally, PSU bank strength and reasonable valuations provide a supportive backdrop.Stock-specific opportunities are likely to outperform broader indices in the coming sessions.
GM Breweries Q3 FY26 Results: Profit Surges 91%, Margins Expand Sharply
GM Breweries Q3 FY26 Results: Net Profit Jumps 91%, EBITDA Margin Expands to 26% GM Breweries Q3 FY26 results review with revenue, profit, EBITDA growth, margin expansion and outlook for investors.
📊 GM Breweries Q3 FY26 Financial Highlights
GM Breweries delivered a strong and impressive Q3 FY26 performance, driven by margin expansion, operational efficiency and robust demand.
🔢 Key Numbers (YoY)
| Particulars | Q3 FY26 | Growth |
|---|---|---|
| Revenue | ₹202.5 crore | +22% |
| EBITDA | ₹53 crore | +80% |
| EBITDA Margin | 26.1% | vs 17.8% |
| Net Profit | ₹42 crore | +91% |
📈 What Drove the Strong Performance?
✔ Margin Expansion
- EBITDA margin jumped 830 basis points
- Better cost control and pricing power supported profitability
✔ Strong Volume & Demand
- Stable demand across key markets
- Improved operating leverage
✔ Operational Efficiency
- Controlled raw material and logistics costs
- Higher contribution from premium segments
🧠 Management Outlook
- Margin sustainability remains key focus
- Strong cash generation improves balance sheet strength
- Company well-placed to benefit from festive and seasonal demand
📌 Stock Market View
GM Breweries’ Q3 performance reflects:
- Strong earnings momentum
- Improving return ratios
- Potential re-rating if growth sustains
Short-term sentiment: Positive
Long-term view: Constructive
🔚 Final Takeaway
GM Breweries has delivered one of its best quarterly performances in recent years, with sharp profit growth and margin expansion. Investors will closely track whether the company can maintain this trajectory in coming quarters.