D-Street Likely To Open Higher Today Amid Hopes For A US-Iran Peace Deal, Indicates GIFT Nifty

Añadido: 2026-05-26

[00:00:00]Okay, now let's talk about our Indian markets. Right, how are all these overnight cues going to be impacting our markets? We have a team of researchers always to set you up for trade, tell you which are the important stocks to watch out for, as well as cues in the world of F&O. First up, Vivek, lot of earnings that we're keeping an eye out on, but what are the cues for the markets this morning? Good morning.

[00:00:19]You're absolutely right. Quite a lot of earnings, you know, heavy in terms of the kind of news flow that we're seeing as well. In terms of what is it that we're looking at in terms of the setup.

[00:00:27]Remember, most of the overnight cues are quite positive. US markets, all of them ended in the green territory. Oil prices today morning have snapped a three-day losing streak. Brent continues to hover around the $104 a barrel mark. So, that continues to remain a bit of a tailwind.

[00:00:41]Now, when you talk about the Asian markets today, they've taken the positive cues from the global market.

[00:00:45]Most of the Asian markets today are trading firmly in the green and Gift Nifty to indicating a a gap-up start for our own markets today. In terms of what happened in action yesterday, when you're looking at the Indian markets, Indian markets failed to hold on to the opening gains. Most of the indices actually ended in the negative territory. Along with that, the Nifty Bank underperformance was quite stark in yesterday's trading session. What are the top stocks that gained this mainly on the back of results? Honeywell Automation, Grasim, as well as Apollo Hospitals, all of them reacting to very strong earnings. On the other hand, Jubilant FoodWorks, a key drag, a key negative in terms of the reaction that we saw post the Q4 results. And what is it that we'll be watching out for today?

[00:01:21]Earnings continue to fly thick and fast.

[00:01:23]Results reaction expect from LIC, Max Healthcare, Aurobindo, as well as Gail.

[00:01:27]On the other hand, key results that we'll be watching out for today are Indalco and Pharma, as well as Eicher Motors.

[00:01:34]Okay, Vivek, thank you so much for that. As of now, Nifty implied open is indicating a 9-10 point uptick just for our Indian markets.

[00:01:41]Let's move on to Riya, who's here to list out all the stocks that are going to be in focus today. Good morning, Riya. Well, good morning. Let's start off with Maruti first. This will be in focus after the company has announced that they will be increasing the prices of their models across the portfolio by up to 30,000 rupees with effect from June of this year. Dalmia Bharat will also be in focus as they are set to acquire a 5.2 metric ton cement and 3.3 metric ton clinker capacity from Adani's Jayprakash Associates at an enterprise value of roughly 2,850 crores. Max Healthcare has reported its quarter four numbers subdued performance this time around with the revenue going up by around 10% lower than street estimates of 14% and margins also dipping on a year-on-year basis to around 26.8%.

[00:02:26]Aurobindo Pharma's numbers have also come in slightly better than estimates on all parameters. The revenue has seen an increase of around 5.6% and net profit up around 2% compared to the previous year. For LIC, the total APE has gone up by almost 22% compared to the previous year with the VNB margins seeing an increase of over 690 basis points to around 25.6% in this year, in this quarter in fact. For LG Electronics, the revenue has been in line with street estimates while the EBITDA margins and net profit have been below street estimates. The quarter four revenue growth of 8% has largely been driven by demand recovery across segments for them. For Nykaa's quarter four numbers, it has been a solid set this time around with net profit growing by around four times compared to the previous year and the company has also crossed around the 10,000 crore revenue milestone for the full year of FY26. For Honasa Consumer as well, good set of results for them in this quarter. The operating leverage has begun to slow and the the company has reported the highest ever EBITDA and net profit since its listing. And lastly, keep an eye on Paytm as well as the there's a big block deal likely on this front with Zef Partners said to sell around 1.3% stake in the company with a floor price of almost 1,120 per share, which is a 3% discount to yesterday's closing price. Okay, thank you so much for that, Rhea. But in the final update, let's go across to Sudarshan who's here to tell us what are the important cues in the world of F&O.

[00:03:51]Sudarshan, good morning. This whole week we've seen one day green, one day red.

[00:03:55]Should we expect green today?

[00:03:57]Good morning, Vinny. So, earning season is almost over and majority of the companies have reported earnings and those earnings looked better than estimates. Now, all the focus is on US and Iran deal. That's the reason you are seeing that whenever Nifty tries to cross the level of 23,700, selling returns and then we go back to the level of 23,500 to 23,600. That's the reason I have been saying for the last 1 week that range for Nifty remains from 23,400 to 24,000 or say 23,900. For Nifty to see the buying returning, it has to cross the level of 23,700 comfortably and that's the indication also we are getting from the options data both on the put side and on the call side. Major actions are happening in the range of 23,600 to 23,800.

[00:04:41]If you talk about the indicators, mixed indicators we are getting. If you talk about the crude, crude is off highs now trading around the level of 104.

[00:04:49]Talk about the rupee, rupee has seen a sharp down tick yesterday from the lows lows of 96.90.

[00:04:56]It had gone to 96.12 and closed the level it closed at around 96.20. But one negative cues is FI's action. FIs continue to add the position on the short side. Yesterday also they were sellers in index futures. In in the stock futures, they were minor buyers.

[00:05:12]They continue to add short positions.

[00:05:13]Yesterday also they have added short position of more than 9,000 contracts for and they had added 6,000 contracts for two consecutive days. So, in the options data, put side 23,700, 23,300 were the most active ones. On the call side, 23,800 and 24,000. Support 23,400, resistance 23,900. Two stocks in the ban, SAIL and Can Tech know some of the stocks that will react to news. Dalmia Bharat because they will be acquiring part cement assets from JP Associates.

[00:05:38]Varun Beverages, there is a positive news related to PepsiCo agreement. And MCX after seeing buying continuously yesterday, it has seen fresh shorts.

[00:05:46]Okay. Thank you so much for that, Sudarshan. We'll keep an eye out on those important levels over there of 23,700, 800. Where is it going to go?

[00:05:54]We'll watch out for that, but thank you so much.

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