The cut across the market is getting deeper in the aftermath of Trump’s 50% tariff shocker. While the benchmark indices are struggling around key benchmark levels, there are some big buzzers in trade today.
Here is a look at all the movers and shakers intra-day
NSDL
The share price of National Securities Depository is up 15% for the second day. The stock listed at a 10% premium on the exchanges yesterday and went on to rally 17% on day one. The post-listing now continues for the second day on the trot. Most analysts are positive on the depository space. They believe that with India’s market cap set to triple, the depository space is expected to see continued interest and revenue growth visibility.
BHEL
The BHEL share price is under significant pressure and down over 6% after a weak Q1 performance. The capital goods major reported muted Q1FY26 results primarily due to subdued execution at Rs 5,490 crore while higher other OPEX dragged OPM to -9.8% (-3.1% in Q1FY25). However, most brokerages maintained Buy on the back of a healthy uptick in order inflows.
RIL
The RIL share price is also under significant selling pressure down 2%. In its annual statement, Chairman and MD, Mukesh Ambani highlighted that the drivers for future growth are, “Retail, Digital Services, Media and Entertainment, and New Energy. Each of these platforms is technology-first, innovation-led, and positioned to disrupt industries while delivering massive value to Indian consumers and the global market.” However, the street is keen to know a date for the proposed Jio IPo plans.
Adani Ports
The Adani Ports share price is down nearly 3%. Overall, with continued market share gains, capacity additions, and expansion in value-added segments like logistics, APSEZ is well-positioned to grow faster than the broader industry. Most brokerages have a buy on the stock. However, the investors are taking a cautious approach given the global headwinds.
Lupin
The share price of Lupin is up 4.5% in a falling market. The company reported consistent strong earnings momentum in Q1FY26, with growth in line with most brokerage estimates. Lupin has set a strong foot on its path to surpass US sales of $1bn in FY26 (indicating double-digit growth in FY26F, despite a high base), as per Incred estimates. Growth is expected to be primarily driven by multiple high-value launches such as Tolvaptan (launched in Q1FY26 with 180-day marketing exclusivity), Glucagon (launched in Aug 2025), gVictoza (launch likely in Oct 2025), Dalbavancin, Risperdal Consta, gSaxenda, and gEdarbi – benefiting from sole 180-day marketing exclusivity in FY26.