PRE-MARKET INDIAN STOCK NEWS: Reliance shuts crude unit, Bajaj Auto posts positive Q4 earnings

Bajaj Auto's substantial year-over-year earnings growth highlights a positive demand trajectory, which may bolster investor confidence in the automotive sector.

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PRE-MARKET INDIAN STOCK NEWS: Reliance shuts crude unit, Bajaj Auto posts positive Q4 earnings

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India

Bajaj Auto Ltd. (BJAUT IS) - Co. Q4 (INR) net rose 34% Y/Y to 27.46bln, rev. rose 32% Y/Y to 160.06bln. (Economic Times)

Meesho (MEESHO IS) - Co. narrowed Q4 net loss to 1.66bln from 13.91bln Y/Y. (Economic Times)

One 97 Communications Ltd. (PAYTM IS) - Co. Q4 (INR) net 1.84bln (prev. loss 5.40bln Y/Y). (Economic Times)

PB Fintech Ltd. (POLICYBZ IS) - Co. Q4 (INR) net rose 54% Y/Y to 2.61bln. (Economic Times)

Polycab India Ltd. (POLYCAB IS) - Co. Q4 (INR) net rose 7% Y/Y to 7.86bln, rev. rose 27% Y/Y to 88.65bln. (Moneycontrol)

Reliance Industries (RIL IS) - Co. is to shut a crude unit and other components at the 660k BPD Jamnagar refinery for maintenance.

Shree Cement Ltd. (SRCM IS) - Co. Q4 (INR) net fell 8% Y/Y to 5.26bln, NII rose 10% Y/Y to 9.15bln. (Moneycontrol)

South Indian Bank Ltd. (SIB IS) - Co. Q4 (INR) net rose 19% Y/Y to 4.08bln. (Moneycontrol)

Zee Entertainment Enterprises Ltd. (Z IS) - Co. has sued the Reliance-Disney joint venture alleging use of its copyrighted music after licence agreements expired. (Economic Times)

Context

Conversely, Reliance's maintenance shutdown at its Jamnagar refinery might temporarily disrupt crude output, raising questions about supply levels and potential downstream impacts on energy prices. Overall, this mix of strong earnings and maintenance activities suggests a nuanced picture for Indian equities, with implications for sector allocation.

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