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Stock market news, 1 May 2026

82 bulletins, 41 high impact. Most mentioned: ADANIPORTS, BEML, DABUR. Busiest sector: Energy.

Fri 1 MayAfter close

Delhi High Court stays ₹450 crore GSTAT order against Tata PlayTelecomMediumTATAPLAY AMR India wins Nagpur MMLP development dealInfrastructure · LogisticsMedium NHSRCL awards bullet train tender to BEML LimitedInfrastructure · ManufacturingMediumBEML Sell in May strategy challenged by US-Iran conflictEnergyMedium Strait of Hormuz standoff impacts luxury auto supplyAutomobilesHigh Strait of Hormuz shipping traffic drops over 90%Energy · ShippingHigh Crude oil prices rise as Strait of Hormuz remains blockedEnergyHigh West Asia conflict impacts India's FY27 GDP growth forecastEconomyMedium Indian rupee hits all-time low against dollarBanking · CurrencyHigh April GST collections rise 8.7% to ₹2.42 lakh croreManufacturing · FMCGMedium USD/INR holds near record highs amid market pressuresCurrencyMedium Weak rupee and high energy prices challenge India's economyEnergy · BankingHigh Indian bond yields near 7% amid rising crude pricesBanking · EnergyMedium RBI's forward book reaches $104 billion amid rupee volatilityBankingHigh 10-year G-Sec yield surpasses 7% amid rising oil pricesBonds · EnergyHigh Foreign investors sell ₹60,847 cr in April 2026Banking · FMCGHigh India raises gas and jet fuel prices for foreign firmsEnergy · AviationMedium State Bank of India downgraded to hold by MarketsMOJOBankingMediumSBI Castrol India Q4 FY26 shows strong revenue but margin pressureAutomobilesMediumCASTROLIND Farmers oppose draft sugarcane order impacting revenue distributionAgricultureMedium Dabur India downgraded to sell amid valuation concernsFMCGMediumDABUR Sensex falls 582 points as crude oil prices riseEnergy · BankingHigh Goldman Sachs initiates buy on steel stock with 23% upsideMetalsMediumSHYAMMETAL India's investment rate to rise amid geopolitical tensionsEnergy · DefenceHigh Adani Group restructures for growth after Q4 net lossInfrastructure · EnergyHighADANIGREEN Government to maintain ₹12.22 lakh crore capex despite fiscal stressInfrastructureMedium Adani Ports reports strong FY 2026 growth and marginsInfrastructureHighADANIPORTS Waaree Energies plans ₹30,000 crore capex over two yearsEnergy · ManufacturingHighWAAREE Reliance Power shares fall after US Exim insolvency pleaEnergyHighRELIANCE Welspun Enterprises secures ₹7,300 cr highway contractInfrastructureHighWELSPUNIND Sona BLW Q4 profit rises 17% but misses estimatesAutomobilesMediumSONACOMS Indian Hume Pipe secures ₹461 crore irrigation contractsInfrastructureHighIHP Allahabad High Court clears Noida Airport land acquisitionInfrastructureMedium India plans ₹51,383 crore ship acquisition for energy securityEnergy · ShippingHigh NCLT approves Coforge-Cigniti merger creating $2.5B entityIT · EngineeringHighCOFORGE Samvardhana Motherson acquires 51% stake in Nissin IndiaManufacturingMediumMOTHERSUMI Karnataka Cabinet approves ₹18,104 cr Bidadi township acquisitionInfrastructureHigh Kajaria Ceramics reports strong earnings but stock fallsManufacturingMediumKAJARIACER Bajaj Auto board to consider share buyback proposalAutomobilesMediumBAJAAUTO

Fri 1 MayPre-market

Laurus Labs Q4 profit rises 19% with dividend announcementPharmaMediumLAURUSLABS Mphasis reports 14.4% revenue growth in Q4 FY26ITMediumMPHASIS NHSRCL awards tender for Ahmedabad–Mumbai bullet trainInfrastructure · ManufacturingMediumBEML AMR India awarded contract for Nagpur logistics parkInfrastructureMedium Hormuz crisis threatens global economy, warns UN Secretary-GeneralEnergy · ManufacturingHigh UAE's exit from Opec raises risk of oil price warEnergyHigh Iran asserts nuclear capabilities, sets new Strait of Hormuz rulesEnergyHigh HUL reports fastest growth in three years amid rising costsFMCGMediumHINDUNILVR U.S. seeks coalition to reopen Strait of Hormuz amid oil surgeEnergyHigh War disrupts fertiliser supply, risking 10 billion meals weeklyFertilizers · AgricultureHigh RBI's record $104B forward book signals rupee defense limitsBanking · CurrencyHigh 10-year G-Sec yield rises above 7% amid soaring oil pricesBanking · EnergyHigh Foreign investors sell ₹60,847 cr in April, impacting rupeeBanking · ITHigh Rupee hits record low against UAE DirhamBanking · CurrencyHigh Dabur India downgraded to sell amid valuation concernsFMCGMediumDABUR India's top firms announce record dividends amid valuation concernsManufacturing · AutomobilesMediumULTRACEMCO Rallis India raises prices amid rising raw material costsFMCG · AgricultureMediumRALLIS Biocon shares dip 1% after FDA inspection issuesPharmaMediumBIOCON West Asia conflict pressures India's GDP growth forecast for FY27Energy · ManufacturingMedium Crude oil prices surge to record high amid Iran tensionsEnergyHigh Sensex falls 582 points as crude oil prices riseEnergy · BankingHigh India's $800 billion capex wave led by defence and energyEnergy · InfrastructureHigh Steel capacity expansion approvals hit 50 mnt in FY26MetalsMedium Adani Ports reports strong FY 2026 growth and marginsInfrastructureHighADANIPORTS Waaree Energies plans ₹30,000 crore capex over two yearsEnergy · ManufacturingHighWAAREE Reliance Power shares fall on US Exim insolvency pleaEnergyHighRELIANCE Suzlon Energy secures NCLT approval for reserve reorganisationEnergyMediumSUZLON Sona BLW Q4 profit rises 17% but misses estimatesAutomobilesMediumSONACOMS Indus Towers reports flat profit, revenue up 5%TelecomMediumINDUSTOWER High court clears land acquisition for Jewar airport expansionInfrastructureMedium India plans ₹51,000 crore ship acquisition for energy securityEnergy · ShippingHigh Karnataka Cabinet approves ₹18,104 cr Bidadi township projectInfrastructure · Real EstateHigh Brigade Group forms JV with Bain Capital for Bengaluru projectReal EstateMedium Polyplex Corporation acquires 51% stake in TechNovaManufacturingHighPOLYPLEX NCLT approves Coforge-Cigniti Technologies mergerITHighCOFORGE Samvardhana Motherson acquires 51% stake in Nissin IndiaManufacturingMediumMOTHERSUMI Cyient's ₹720 crore buyback faces SEC approval hurdleITMediumCYIENT Bajaj Auto board to consider buyback on May 6AutomobilesMediumBAJAJAUTO Windlas Biotech announces buyback of 4.7 lakh sharesPharmaMediumWINDLAS Mazagon Dock Q4 profit rises 42% to ₹464 croreManufacturing · DefenceHighMAZAGONDCK IDBI Bank Q4 net profit declines 5% to ₹1,943 croreBankingMediumIDBI Adani Ports Q4 net profit rises 10% to ₹3,329 croreInfrastructureHighADANIPORTS HUL Q4 profit rises 21% to ₹2,994 crore with dividendFMCGHighHINDUNILVR