The latest Stock Market News signals a shift in market dynamics as global uncertainties and domestic policy adjustments begin to collide. The RBI’s MPC minutes have flagged rising stagflation risks amid the ongoing US-Iran conflict, while crude oil disruptions and supply chain shocks are already impacting key sectors of the Indian economy. With GDP growth forecasts trimmed, inflation expectations rising, and external risks like El Niño looming, the environment is becoming increasingly complex for investors trying to navigate short-term volatility and long-term opportunities.
At the same time, mixed corporate earnings, rising input costs, and sector-specific developments from telecom expansion to retail growth highlight that markets are not moving in one direction. Instead, they are reacting to expectations, global cues, and liquidity conditions. In such a landscape, simply following headlines is no longer enough. Platforms like Jarvis Invest help investors decode these evolving trends using AI-driven insights, real-time data, and structured analysis turning complex information into actionable strategies.
RBI MPC Minutes Warn of Stagflation Risks Amid US-Iran War Impact | Stock Market News
The RBI MPC minutes published by the RBI on 22-April has put out a dire warning about the risks of the ongoing US-Iran war. Members of the MPC have cautioned markets that the time was not to be smug about the Goldilocks effect, but to be wary of the risks of stagflation. In the 08-April RBI MPC meet, the repo rates had been held at 5.5%. However, the GDP growth was cut by 50 bps for FY27 while the expected inflation was upped by 40 bps. The external shock, and the threat of El Nino effect this year, induced the RBI MPC to wait and watch and be more data-driven.
Oil Imports Crash 24% as Strait of Hormuz Disruption Sends Crude Prices Above $100 | Stock Market News
March 2026 saw oil imports slumping 24% to a 5-year low due to the supply shocks impacting the oil value chain in India. With Iran shutting down the Straits of Hormuz, price of Brent Crude went above $100/bbl resulting in a huge spike in cost for India. The fall was 17.1% in volume terms. The attacks on the Straits of Hormuz had stopped some of the biggest crude suppliers to India like Saudi Arabia, UAE, and Iraq. They all use the Straits of Hormuz as the route of choice. The LNG flows from Qatar have also been impacted, hitting industries like fertilizers, autos, and ceramics.
India Pushes Sustainable Aviation Fuel: Ethanol Blending in ATF to Reduce Crude Dependency.
In a big push for biofuels, the government of India has permitted ethanol blending in aviation turbine fuel (ATF). This will boost the use of sustainable aviation fuel in India. It will also reduce the dependence on crude imports in a big way. Currently, ATF is a pure fuel, and the government plans to gradually achieve 5% ethanol blending by the year 2030. It will not help profitability of aviation companies, because synthetic ATF is more expensive than normal ATF. SAF cuts carbon emissions by as much as 80%. Most airline companies in India are struggling to stay profitable.
L&T Technology Services Q4 Results: Profit Rises 10% Despite Revenue Miss | Stock Market News
L&T Technology Services (LTTS) has reported 10% higher net profits at ₹332 crore, while the top line sales were up 2.5% yoy at ₹2,858 crore for Q4FY26. However, the sales revenues were tad lower than the street estimates. While the EBIT was up 5.5% on a yoy basis in Q4FY26, the EBIT margins for the quarter also improved by 40 bps to 15.2%, compared to the sequential quarter. LTTS will pay a final dividend of ₹40 per share to shareholders. The record date for determining the eligibility of shareholders for dividends will be 22-May. The company is part of L&T group.
Fertilizer Prices Surge 90% Due to Iran Crisis, Raising Concerns for Kharif Season.
India is currently purchasing fertilizers at nearly twice the pre-war prices. The fertilizer prices have been hit hard by the supply chain constraints caused by the Iran crisis. India Potash Ltd has placed an order for 2.50 million tonnes of Urea at a price that is nearly 90% above the pre-war price. These purchases are critical if India has to make the best of the upcoming monsoons when bulk of the Kharif sowing will happen. Urea from the Middle East has gone up from$490/tonne to $930/tonne in the last 55 days since the war started. Indian agriculture also has an El Nino to contend with.
India Adds 9.28 Million Telecom Users in March, Broadband Base Crosses 106 Crore.
In the month of March 2026, India recorded 9.28 million new telecom subscribers, while the broadband base hit a level of 106 crore. Wireless segment is the big driver of growth and wired segment is just small fraction. The total number of telephone users today stands at 1,331 crores. Reliance Jio dominates the broadband market with a total of 523.44 million subscribers, followed by Bharti Airtel at 38.84 million subscribers, and Vodafone Idea at 128.91 million subscribers. The spread is balanced with urban at 779 million and rural India at 552 million subscribers.
Bank Credit Growth to Slow in FY27 Amid Rising Inflation and War Risks: ICRA | Stock Market News
ICRA expects bank credit to slow down in FY27 to 12%, compared to 15.6% in FY26. This is largely on the back of the evolving risks in West Asia as well as the impact on interest rate dynamics, should inflation spike further. ICRA is expecting a sustained war to lead to slippages by borrowers, especially the MSME borrowers, as they tend to be financially vulnerable. Banks are likely to be very cautious about lending to the vulnerable segments of the market. Deposit growth is likely to continue to lag credit growth, and that is unlikely to change in the near future.
Trent Ltd Q4 Results: Tata Retail Arm Reports Strong Profit Growth, Announces Bonus Issue | Stock Market News
Trent Ltd announced a 26% growth in net profits for Q4FY26 to ₹400 crore, even as the total sales revenues were up by 19% yoy at ₹5,028 crore. Trent is one of the many retail franchises of the Tata group and has for long been run by Noel Tata, who currently heads the Tata Trusts. The company has also declared a dividend of ₹6 per share and has also announced a 1:2 bonus. This is the first time in its history that Trent Ltd is announcing a bonus issue. Some of the popular brands of Trent in India include Westside Department Stores, value fashion chain (Zudio), and Star Bazaar.
