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Going ahead, investors will closely monitor upcoming Q4 earnings reports, movement in crude oil and gold prices, and the US stance on the West Asia conflict.
In the week ended on Friday, 15 May 2026, the S&P BSE Sensex tumbled 2,090.20 points or 2.70% to settle at 75,237.99. The Nifty 50 index plunged 532.65 points or 2.20% to settle at 23,643.50. The BSE 150 Mid-Cap index declined 2.65% to close at 16,197.10. The BSE 250 Small-Cap dropped 3.81% to end at 6,685.19.
Weekly Index Movement:
The headline equity indices tumbled sharply on Monday, extending losses for a third consecutive session. Investor sentiment weakened after U.S. President Donald Trump rejected Iran’s response to a U.S. peace proposal, fuelling fears of a prolonged and destabilising conflict in the Persian Gulf. The S&P BSE Sensex, tanked 1,312.91 points or 1.70% to 76,015.28. The Nifty 50 index fell 360.30 points or 1.49% to 23,815.85. In three consecutive trading sessions, the Sensex tanked 2.5%, while the Nifty 50 fell 2.1%.
The domestic equity indices ended with steep losses on Tuesday, extending their losing streak to a fourth consecutive session amid mounting global uncertainty. Investor sentiment remained fragile due to rising crude oil prices, record rupee weakness, sustained foreign fund outflows and renewed concerns over the fragile U.S.-Iran ceasefire. The S&P BSE Sensex tanked 1,456.04 points or 1.92% to 74,559.24. The Nifty 50 index fell 436.30 points or 1.83% to 23,379.55. In the four consecutive trading sessions, the Sensex tanked 2.5%, while the Nifty 50 fell 2.1%.
Domestic equity benchmarks Sensex and Nifty snapped a four-session losing streak to close higher on Wednesday, aided by value buying in beaten-down stocks. The S&P BSE Sensex advanced 49.74 points or 0.07% to 74,608.98. The Nifty 50 index added 33.05 points or 0.14% to 23,412.60. In the past four consecutive trading sessions, the Sensex declined 4.43%, while the Nifty 50 fell 3.96%.
The headline equity indices ended with strong gains on Thursday, extending their rally for a second straight session amid strong global cues and optimism surrounding ongoing U.S.-China discussions. The S&P BSE Sensex surged 789.74 points or 1.06% to 75,398.72. The Nifty 50 index rose 277 points or 1.18% to 23,689.60. In two consecutive trading sessions, the Sensex jumped 1.13% while the Nifty 50 added 1.33%.
The key domestic indices ended with marginal losses on Friday, snapping a two-session winning streak. Investor sentiment remained cautious due to the weakening rupee, which slipped past the Rs 96-per-dollar mark, elevated crude oil prices, inflation concerns, and persistent geopolitical uncertainties. The S&P BSE Sensex declined 160.73 points or 0.21% to 75,237.99. The Nifty 50 index lost 46.10 points or 0.19% to 23,643.50. Over the past two trading sessions, the Sensex advanced 1.13%, while the Nifty 50 gained 1.33%.
On Friday, in the foreign exchange market, the rupee edged lower against the dollar. The partially convertible rupee hovered at 95.8700 compared with its previous close of 95.6400. During the session, the rupee hit a fresh record low of 96.14 against the U.S. dollar.
PM Modi Urges Austerity Amid Energy Crisis:
Amid elevated crude oil prices and the ongoing U.S.-Iran conflict, Prime Minister Narendra Modi urged citizens to adopt austerity measures, including reducing petrol and diesel consumption, avoiding non-essential gold purchases and foreign travel, and promoting the use of locally manufactured products. He also advocated greater use of public transport, EVs, work-from-home practices, and domestic tourism to conserve foreign exchange reserves and strengthen India’s economic resilience.
The Prime Minister also called for reduced edible oil consumption and lower dependence on chemical fertilizers, while encouraging natural farming and wider adoption of solar-powered irrigation systems. Stressing the importance of the ‘Vocal for Local’ initiative, Modi said increasing the use of indigenous products was essential to reduce import dependence and safeguard national interests amid global economic disruptions.
Fuel Hike
Petrol and diesel prices were increased across India on Friday with immediate effect as oil marketing companies raised rates by up to Rs 3 per liter due to continued fluctuations in global crude oil prices.
In Delhi, petrol prices went up by Rs 3 to Rs 97.77 per litre, while diesel now costs Rs 90.67 per litre. In Mumbai, petrol prices increased by Rs 3.14 to Rs 106.68 per litre, diesel prices increase by Rs 3.11 to Rs 93.14 per liter.
Economy:
India's wholesale prices increased 8.30% year-on-year in April 2026, accelerating sharply from a 3.88% rise in March. This marked the fastest growth since October 2022, driven by a faster rise in manufacturing and food costs and a sharp increase in fuel prices due to the impact of the Middle East crisis.
India’s consumer price inflation in April rose for the sixth straight month. Year-on-year inflation rate based on All India Consumer Price Index (CPI) with base year 2024 for the month of April, 2026 over April, 2025 is 3.48% (Provisional), rising from 3.40% in previous month.
India's trade deficit widened to $28.38 billion in April from $20.67 billion in March, as both imports and exports increased sequentially. Merchandise exports stood at $43.56 billion in April compared with $38.92 billion in the previous month, while imports rose to $71.94 billion from $59.59 billion. However, on a year-on-year basis, merchandise exports grew by over 13% in April, marking one of the strongest monthly performances in the past 10 years, according to the commerce ministry.
Stocks in Spotlight:
Tata Consumer Products surged 4.73%. The company reported a 21.53% jump in consolidated net profit to Rs 419.08 crore on a 17.91% increase in revenue from operations to Rs 5,433.62 crore in Q4 March 2026 over Q4 March 2025.
Cipla surged 6.06%. The company’s consolidated net profit stood at Rs 554.64 crore in Q4 FY26, down 54.61% from Rs 1,221.84 crore in Q4 FY25 and fell 17.93% from Rs 675.80 crore in Q3 FY26. Revenue from operations declined 2.02% YoY to Rs 6,464.26 crore in Q4 FY26 from Rs 6,597.72 crore in the year-ago period. Revenue fell 7.16% sequentially from Rs 6,962.97 crore in Q3 FY26.
Hindustan Petroleum Corporation (HPCL) declined 5.37%. The company’s standalone net profit jumped 46.09% to Rs 4,901.50 crore in Q4 FY26 as against Rs 3,354.98 crore in Q4 FY25. The company's total income (excluding excise duty) rose 4.97% YoY to Rs 1,15,782.23 crore during the March 2026 quarter.
Tata Power Company dropped 6.77%. The company’s consolidated net profit fell 4.50% to Rs 995.91 crore on 12.84% fall in revenue from operations to Rs 14,900.20 crore in Q4 FY26 over Q4 FY25.
Bharti Airtel rallied 3.77%. The company reported a 10.47% quarter-on-quarter (QoQ) rise in consolidated net profit at Rs 7,325.1 crore for Q4 FY26, compared with Rs 6,630.4 crore in Q3 FY26. Revenue from operations increased 2.59% QoQ to Rs 55,383.2 crore in the March quarter from Rs 53,853.6 crore in the preceding quarter.
DLF slipped 6.80%. The company reported a marginal 1.06% year-on-year decline in consolidated net profit to Rs 1,268.56 crore for Q4 FY26, compared with Rs 1,282.20 crore in the corresponding quarter last year. Revenue from operations fell sharply by 41.99% YoY to Rs 1,814.06 crore in the quarter ended 31 March 2026.
Tata Motors Passenger Vehicles (TMPVL) rose 0.34%. The company has reported 31.7% fall in consolidated net profit to Rs 5,783 crore in Q4 FY26 from Rs 8,470 crore in Q4 FY25. Revenue from operations rose by 7.2% year-on-year (YoY) to Rs 1,04,923 crore during the period under review.
United Spirits jumped 3.06%. The company’s standalone net profit jumped 26.61% to Rs 571 crore on 3.39% rise in revenue from operations (excluding excise duty) to Rs 3,046 crore in Q4 FY26 over FY25.
Sheela Foam surged 4.29%. The company reported a more than six-fold jump in consolidated net profit to Rs 91.28 crore in Q4 FY26, compared with Rs 13.08 crore posted in Q4 FY25. Revenue from operations jumped 23.59% YoY to Rs 1,050.06 crore, on account of higher volume growth in both mattress and foam segments.
Kaynes Technology India plunged 27.41%. The company’s consolidated net profit declined 21.5% to Rs 91.22 crore despite a 26.22% increase in revenue from operations to Rs 1242.63 crore in Q4 FY26 over Q4 FY25.
Global Markets:
China’s annual inflation rose to 1.2% in April 2026 from 1% in March, exceeding market expectations of 0.8%. The increase was driven by higher transport, healthcare and education costs amid elevated energy prices and supply chain disruptions linked to the Middle East conflict. Food prices declined 1.6%, pressured by weaker pork, vegetable and fruit prices. On a monthly basis, China’s consumer price index rose 0.3% in April.
The UK economy expanded 0.6% in Q1 2026, in line with expectations and marking its strongest quarterly growth since Q1 2025. The previous quarter’s growth was revised to 0.2%. Growth was supported by stronger services activity, particularly in wholesale and retail trade, while manufacturing and construction also contributed positively. On an annual basis, the UK economy grew 1.1%, ahead of market expectations of 0.8%.
Eurozone industrial production rose 0.2% month-on-month in March 2026, supported by increased output of intermediate goods, capital goods and durable consumer goods. However, the reading missed market estimates, while annual industrial production in the bloc declined 2.1%, highlighting continued weakness in the manufacturing sector.
U.S. wholesale inflation accelerated sharply in April. The producer price index rose 1.4% month-on-month, following an upwardly revised 0.7% increase in March, according to the Bureau of Labor Statistics. This marked the biggest monthly rise since March 2022. On an annual basis, producer prices increased 6%, the highest level since December 2022.
According to data released by the US Bureau of Labor Statistics (BLS), the annual inflation rate in the US climbed to 3.8% in April 2026 from 3.3% in March, hitting its highest level since May 2023.
EBITDA rose 27% YoY to Rs 796 crore in Q4 FY26, while EBITDA margin expanded to 14.6%.
The revenue growth for the quarter was supported by the India business delivering 16% underlying volume growth (UVG). In India, tea volumes grew 4% with revenue marginally declining as the benefit of lower input costs were passed on to consumers. The coffee business maintained strong momentum, posting 20% revenue growth during the quarter
The India Foods business recorded 21% revenue growth in Q4 FY26. Salt revenue grew 12% during the quarter supported by strong volume growth.
On International front, the business revenue grew 21% YoY (11% in constant currency) in Q4 FY26, led by strong coffee performance in the USA. In the USA, Eight O’Clock coffee continued to gain market share, growing at more than double the category rate.
The company said Tata Starbucks continued to deliver positive same-store sales growth during the quarter. The brand footprint stands at 502 stores across 80 cities.
On full year basis, the company’s consolidated net profit jumped 19.79% to Rs 1,542.30 crore on 15.17% increase in revenue from operations to Rs 20,290.43 crore in FY26 over FY25.
Sunil D’Souza, managing director & CEO of Tata Consumer Products, said, “We delivered a strong finish to FY26 with another quarter of consistent double-digit topline growth. Performance was broad-based across our core and growth businesses, reflecting sustained momentum in execution, innovation and brand building.
Our India branded business delivered robust underlying volume growth driven by strengthening distribution, portfolio expansion and innovation. The Foods business continued its strong trajectory with Tata Sampann recording exceptional growth momentum. The Ready-To-Drink business performed well with focused innovation and new product development. Our ‘Growth’ businesses grew 24% in FY26 and accounted for 31% of the India business, demonstrating the steady transformation of our portfolio.
Innovation continued to fuel our growth agenda with 80 new launches in FY26 across categories. Our revenue from innovation has scaled 7X since FY21, reflecting the growing contribution of new product launches.”
Meanwhile, the company’s board recommended a dividend of Rs 10 per equity share of Re 1 each for FY26. The Dividend, if declared by the Shareholders at the ensuing 63rd annual general meeting, will be paid on or after June 15, 2026.
Further, the board approved the proposal of capital investment of up to Rs 160 crore to set up a new 2000 MT Instant Tea manufacturing facility in India, to cater to growing demand for Instant Tea and the saturation of existing capacity.
Tata Consumer Products is a focused consumer products company uniting the principal food and beverage interests of the Tata Group under one umbrella. The company’s portfolio of products includes tea, coffee, water, RTD, salt, pulses, spices, ready-to-cook and ready-to-eat offerings, breakfast cereals, snacks, and mini meals.
For the full year,net profit rose 20.64% to Rs 1542.30 crore in the year ended March 2026 as against Rs 1278.47 crore during the previous year ended March 2025. Sales rose 15.17% to Rs 20290.43 crore in the year ended March 2026 as against Rs 17618.30 crore during the previous year ended March 2025.
The counter rose 2.04% to end at Rs 1175.95 on the BSE.
Tata Consumer Products Ltd rose for a fifth straight session today. The stock is quoting at Rs 1128.2, up 0.7% on the day as on 12:44 IST on the NSE. The benchmark NIFTY is up around 0.77% on the day, quoting at 24552.55. The Sensex is at 79171.6, up 0.83%. Tata Consumer Products Ltd has added around 10.22% in last one month.
Meanwhile, Nifty FMCG index of which Tata Consumer Products Ltd is a constituent, has added around 8.74% in last one month and is currently quoting at 49555.75, up 0.58% on the day. The volume in the stock stood at 3.06 lakh shares today, compared to the daily average of 16.86 lakh shares in last one month.
The benchmark April futures contract for the stock is quoting at Rs 1128.1, up 0.78% on the day. Tata Consumer Products Ltd is down 0.75% in last one year as compared to a 1.59% gain in NIFTY and a 12.85% gain in the Nifty FMCG index.
The PE of the stock is 72.78 based on TTM earnings ending December 25.
According to media reports, prices have been raised by 5% to 10%. The increase is seen as a response to sustained pressure on input costs, including higher global coffee bean prices, rising packaging expenses, elevated rentals, and increased staff costs in urban markets, which have weighed on profitability.
The company’s consolidated net profit jumped 37.91% to Rs 384.61 crore on a 15.04% increase in revenue from operations to Rs 5,112 crore in Q3 FY26 over Q3 FY25.