🇮🇳 India Daybook: Lupin Gains on Bullish F&O Cues; BHEL Reaches ₹1 Trillion Market Cap

📍 ORDER WIN

• BHEL: The state-run engineering giant continues its rally after hitting a 52-week high and regaining a ₹1 trillion market cap. The company is currently executing thermal power orders totaling over 21 GW and maintains a robust pipeline of bids worth approximately ₹2.4 trillion. BHEL is also aggressively expanding into the nuclear energy sector to support India’s long-term capacity goals.

📍 ACQUISITION

• Indus Infra Trust: The trust has officially informed the exchanges regarding the successful completion of the acquisition of KNR Palani Infra Private Limited, further consolidating its infrastructure portfolio.

📍 STOCKS IN NEWS

• Lupin: Market analysts predict a bullish continuation if the stock sustains above the ₹2,280 support level in today's session. Immediate resistance is pegged at ₹2,340, with the GIFT Nifty’s 200-point gap-up providing a strong tailwind for the pharma major.
• Tata Motors: Identified by ICICI Securities as a top pick for the new series, the stock is expected to benefit from improved margins in its passenger vehicle segment and moderating raw material costs.
• Inox Wind: The company’s board has approved a fresh infusion of capital to strengthen its balance sheet and support the execution of its growing renewable energy order book.

📍 RESULTS

• NDR INVIT: The trust is scheduled to release its investor presentation for the Q4 FY26 period today, providing updated guidance on asset yields and portfolio expansion.
• NBCC India: The company remains in focus following a strong quarterly performance where revenue grew by 43% YoY, supported by a significant expansion in EBITDA margins.

📍 REGULATORY & MACRO

• SEBI Rumour Verification: Effective today, June 1, 2026, the top 100 listed companies by market capitalization are now required to confirm, deny, or clarify any market rumours reported in mainstream media within 24 hours to curb price volatility.
• India-US Trade Talks: Chief negotiators from both nations are beginning a four-day summit today to finalize an interim trade pact, which is expected to impact energy and technology sector stocks.
• Fuel Export Levies: The Central government has announced revised export duties on petrol and diesel for the June 1–15 fortnight, keeping a close watch on global crude volatility.

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