NSE Morning

Stocks in Focus : Friday, 15 May

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GIFT Nifty Opening Update

GIFT Nifty opened today at 23,763.50. It is down -58.00 points (-0.24%) from yesterday’s close of 23,729.50— so the trend is negative.

Indian equities are expected to commence on a muted note, following the trend set by Asian counterparts, as market participants keenly observe the ongoing discussions between US President Donald Trump and Chinese President Xi Jinping in Beijing on their second day. As of 7:40 AM, GIFT Nifty was observed in negative territory, declining by 62 points, equivalent to 0.26 percent, at 23,667. In the context of Asian markets, South Korea’s KOSPI experienced a decline of 2.2 percent, whereas Japan’s Nikkei 225 fell by 1.2 percent. Hong Kong’s Hang Seng Index declined by 0.9 per cent, while Australia’s S&P/ASX 200 Index fell by 0.27 per cent.

Meanwhile, oil prices persisted at high levels, with Brent crude priced at $107 a barrel and the US benchmark, West Texas Intermediate, near $102. Overnight, Wall Street benchmark indices experienced an upward movement, with the Dow Jones increasing by 370.26 points, or 0.75 per cent, to finish at 50,063.46 following the announcement of stronger-than-anticipated earnings by Cisco Systems. The S&P 500 experienced an increase of 0.77 percent, while the Nasdaq Composite saw a rise of 0.88 percent. Here are the key equities to monitor today, May 15:

Equities to Monitor:

  • Q4 results today – Aarti Drugs, Aether Industries, Amber Enterprises India, Arvind Ltd, Azad Engineering Ltd, Bajaj Electricals Ltd, Balmer Lawrie & Company, Balrampur Chini Mills, Cochin Shipyard, Deepak Nitrite, Cupid Ltd, Devyani International, Godfrey Phillips, Godrej Industries, Hindustan Copper, ITC Hotels, NHPC Ltd, Power Grid Corporation, SAIL, SJVN Ltd, Solar Industries, Symphony Ltd, Tata Steel, and more.
  • Oil marketing companies are set for action today after the government’s announcement to raise retail selling prices of petrol and diesel by Rs 3 in four metropolitan areas, effective immediately. This reflects the change in retail prices across a four-year span. The decision has come to light during a time characterized by a significant rise in global energy prices, a trend that has been especially evident since the beginning of the conflict in West Asia. Gas stocks are likely to attract attention today, particularly those of Indraprastha Gas, Mahanagar Gas, and Gujarat Gas, following a Rs 2 increase in the price of compressed natural gas in Delhi. This follows MGL’s decision to raise prices for CNG in the Mumbai Metropolitan Region by Rs 2 per kg.
  • Adani Group shares are anticipated to see significant movement today as US authorities seem to be approaching a resolution concerning the fraud allegations against Gautam Adani, based on information from sources close to the matter, which could lead to the conclusion of a criminal case against him. The Justice Department may be ready to announce the dropping of the charges as soon as this week. Finalizing the legal matters will be advantageous for the Adani Group, enabling the Ahmedabad-based conglomerate to re-engage with international capital markets and pursue its ambitious growth strategy.
  • JSW Steel has reported a consolidated net profit of 19,243 crore for Q4FY26, largely driven by an exceptional gain of 17,888 crore. The company’s total income in the fourth quarter reached Rs 51,521 crore. The board has proposed a dividend of Rs 7.1 per share. Additionally, the board has approved the raising of up to Rs 14,000 crore through the issuance of non-convertible debentures and equity shares.
  • Adani Enterprises – GQG Partners, a US-based investment firm, has divested 58.92 lakh shares, equating to a 0.45 per cent stake, in the company for Rs 1,435 crore via an open market transaction.
  • Apollo Tyres has reported a remarkable surge in consolidated net profit, with an increase of more than three times to Rs 630.97 crore in the fourth quarter. The total revenue generated from operations reached Rs 7,335.67 crore.
  • Hindustan Construction Company has reported a year-on-year decline of 34.56 per cent in its consolidated net profit, totaling Rs 59 crore for the fourth quarter. The total income for the quarter was recorded at Rs 1,017.51 crore. The order book of HCC was at Rs 12,971 crore as of March 31, 2026.
  • United Spirits, managed by Diageo, has reported a 28 per cent increase in its consolidated net profit compared to the previous year, totaling Rs 539 crore. The revenue saw a year-on-year increase of 4.67 percent, totaling Rs 6,855 crore. In the meantime, the board has proposed a final dividend of Rs 11 per share.
  • Voltas – An air-conditioning manufacturer and engineering services provider has reported a 51.87 per cent year-on-year decline in its consolidated net profit, totaling Rs 113.43 crore. The revenue from operations was Rs 4,887.83 crore in the March quarter. Additionally, the board has proposed a dividend of Rs 4 per share.
  • Siemens Energy India has announced a significant year-on-year rise in net profit, reaching Rs 375 crore for the March quarter, reflecting a 52.4 percent increase. The revenue of the company saw a rise of 27.4 percent, totaling Rs 2,394 crore.
  • Shadowfax, a third-party logistics firm, has reported a net profit of Rs 56 crore for the fourth quarter of FY26. The quarterly revenue saw a significant rise of about 74 percent compared to the previous year, totaling Rs 1,237 crore.
  • Vedanta Resources Ltd – S&P Global Ratings has elevated the ratings of London-based Vedanta Resources Ltd to ‘BB’ from ‘B+’, attributing this change to the company’s enhanced financial standing and cost efficiency following the demerger. Vedanta functions as a subsidiary of Vedanta Resources.
  • DLF – The real estate company DLF aims to achieve sales bookings amounting to Rs 20,000 crore in the current fiscal year.
  • Tata Motors Passenger Vehicles has reported a 31.29 per cent year-on-year decline in consolidated net profit, amounting to Rs 5,878 crore for the fourth quarter of FY26. Revenue from operations reached Rs 1.05 lakh crore, showing a year-on-year growth of 7 percent. The organization has suggested a dividend of Rs 3 for each share.
  • HFCL – The telecom equipment manufacturer has announced plans to invest around Rs 230 crore to set up a new defense manufacturing facility in Andhra Pradesh. The facility is planned to be established in the Sri Satya Sai district.