PFC, REC, L&T, BSE, NSE, BEL, NHPC, TITAGARH RAIL, SRF, COFORGE and RAILTEL Shares latest news
π₯ PFC-REC Merger Update | L&T Q4 | BSE Beats NSE! | M&M 42%, Coforge 79% Upside | May 2026 Today's video is huge! The latest timeline of the PFC-REC merger, L&T's Q4 results, and a historic momentβBSE surpassed NSE in F&O turnover for the first time! Plus, the full story of TRSL, BEL's large Army order, and Nomura's 42% upside call on M&Mβall in one video! ββββββββββββββββββββββββββββ π What will you see in this video? ββββββββββββββββββββββββββββββ π PFC & REC Merger β Latest Timeline Update β’ Draft Scheme: Expected this month β’ SEBI + NCLT Approvals: SepβOct 2026 β’ Final Regulatory Clearance: Early 2027 β’ REC merges into PFC β will become a single mega PSU β’ REC Q4 slightly weak β some departments in pre-merger shutdown β’ Preparing to become India's largest infrastructure financing PSU! π L&T Q4 Results β Steady Giant β’ Revenue: Increased from Rs.74,392 Cr to Rs.82,762 Cr β 11.2% YoY growth! β’ Net Profit: Rs.6,133 Cr β almost flat (Rs.6,156 Cr LY) β’ Why is profit flat? Tax rate increased from 23% to 25% β that's the villain! β’ Dividend: Rs.38 per share | Record Date: 22 May 2026 β οΈ β’ Underlying business healthy β capex cycle strong π BSE surpasses NSE! β Historic Milestone β’ April 2026: For the first time ever β BSE's F&O market share reaches 55.4%! β’ NSE share price falls 44.6% β’ BSE daily turnover: Rs.269 lakh crore (+20% MoM) π β’ NSE daily turnover: Rs.216 lakh crore (-26% MoM) π β’ NSE increases STT β Traders shift to BSE β’ BSE reduces charges β Liquidity increases β Volume snowballs! β’ Direct positive for BSE stock investors! π Titagarh Rail Systems (TRSL) β Deep Value Story β’ Down 14% from 52-week high | Down 50-60% from all-time high β’ Revenue -15% YoY | Profit -37% YoY β due to capacity constraint β’ But: 43% CAGR expected FY26β30 β metro + passenger coaches demand β’ Rs.610 Cr Brownfield Expansion approved β Titagarh Naval Systems, West Bengal β’ FIIs holding strong. DIIs reducing β smart money is patient! β Quick Hits β Orders, Results & Big Calls β’ BEL: Rs.1,251 Cr Army order β ground-based mobile inland systems β’ NHPC: 2,000 MW Subansiri Lower Project 4th unit β commercial ops started! β’ RailTel: Rs.49 Cr new order win β’ M&M: +3.5% | Nomura Target Rs.4,580 β 42% upside | SUV+EV boom β’ Coforge: Strong Q4 β Nomura Target Rs.2,100 β 79% upside! margin beat β’ SRF: EBITDA + PAT beat estimates β but Jefferies underperforms by Rs.2,640 ββββββββββββββββββββββββββββ πHASHTAGS ββββββββββββββββββββββββββββ #PFC #REC #PFCRECMerger #LarsenToubro #LTResults #BSEvsNSE #BSEStock #NSE #TitagarhRail #TRSL #BEL #NHPC #RailTel #MahindraAndMahindra #M&M #Coforge #SRF #StockMarket #IndianStockMarket #MarketUpdate2026 #StocksToWatch #QuarterlyResults #Q4Results #BrokerageTargets #Nomura #Jefferies #PSUStocks #InfraStocks #RailwayStocks #DefenseStocks #PowerStocks #ITStocks #StockMarketHindi #ShareMarketIndia #NiftyAnalysis #MultibaggerStocks #InvestInIndia #FundamentalAnalysis #Dividend #MayMarketUpdate ββββββββββββββββββββββββββββ β οΈ DISCLAIMER βββββββββββββββββββββββββββββββββ This video is for educational and informational purposes only. All results, merger timelines, brokerage targets, and market data are taken from publicly available sources. This video is not intended to be any kind of financial or investment advice. We are not a SEBI-Registered Investment Advisor. Brokerage targets are third-party estimates β actual returns may vary. Consult your certified financial advisor before making any investment decision. DYOR β Do Your Own Research. Stock market investments are subject to market risks. Past performance is not indicative of future results.