I think on fundamentals alone the broader financial services sector presents attractive opportunities in insurance, wealth management etc. where we are seeing the structural trend in financialization playing out. Our investing style remains sector agnostic though.

Tata Communications shares: The board has recommended a final dividend of Rs 25 per share (250% on a face value of Rs 10) for FY25. The dividend will be paid after shareholder approval at the upcoming annual general meeting.

Cyient DLM shares: For the quarter ending March 2025, the company reported consolidated revenue of ₹428 crore, reflecting an 18.3% year-on-year increase. EBITDA rose by 50.9% YoY to ₹57.4 crore, with the EBITDA margin expanding by 290 basis points to 13.4%.

HCL Tech posted an 8% YoY rise in Q4FY25 net profit to Rs 4,307 crore, with revenue up 6% at Rs 30,246 crore. Despite a 6% sequential dip in profit, deal wins remained strong at $3 billion. FY26 guidance projects 2–5% revenue growth. Analyst views were mixed, with Nuvama upgrading to Buy and InCred downgrading to Hold .

Havells India shares: The company reported net revenue of ₹6,532 crore for the quarter, marking a 20.2% year-on-year rise from ₹5,434 crore in the corresponding quarter last year, driven by strong demand across product categories. Revenue also showed a notable sequential increase from ₹4,883 crore in Q3 FY25.

Nifty futures ended in the green on Tuesday, posting a modest gain of 0.12% to settle at 24,164 levels. Meanwhile, India VIX declined by 1.8%, closing at 15.23 in the previous session.

Ashoka Buildcon shares: The project, situated between Pachora and Jamner, encompasses engineering, procurement, and construction (EPC) activities such as earthworks, the construction of major and minor bridges, road under-bridges, permanent way installations, and other associated civil infrastructure.

Indian benchmark indices Sensex and Nifty marked their seventh consecutive session of gains, propelled by advancements in IT and banking sectors. Optimism surrounding potential easing of US-China trade tensions, spurred by President Trump s statements on tariff reductions, boosted market sentiment. Foreign portfolio investors have turned net buyers, injecting over $2 billion into Indian equities.

JM Financial maintains a Buy call on Just Dial, revising the target price to Rs 1,250. The company s Q4 performance exceeded expectations with strong revenue growth and EBITDA jump. Collections and paid campaign additions showed robust growth, and traffic trends were decent. Clarity on cash distribution policy remains a key trigger for stock performance.