{"id":26864,"date":"2026-05-29T09:16:58","date_gmt":"2026-05-29T03:46:58","guid":{"rendered":"https:\/\/trending.niftytrader.in\/?p=26864"},"modified":"2026-05-29T09:39:18","modified_gmt":"2026-05-29T04:09:18","slug":"stocks-in-news-may-29-ril-coal-india-ofs","status":"publish","type":"post","link":"https:\/\/www.niftytrader.in\/markets\/stocks-in-news-may-29-ril-coal-india-ofs\/","title":{"rendered":"Stocks in News May 29: RIL, Coal India OFS Open, ONGC Q4, IDFC First Bank"},"content":{"rendered":"<p class=\"font-claude-response-body break-words whitespace-normal leading-[1.7]\"><strong>Retail investors bid today at \u20b9412 floor as Ashok Leyland posts record \u20b91,405 crore Q4 profit, BDL crashes 59.5%, IDFC First Bank&#8217;s real profit is \u20b9427 crore higher than the headline, and ONGC holds at \u20b96,649 crore despite output drag<\/strong><\/p>\n<p class=\"font-claude-response-body break-words whitespace-normal leading-[1.7]\">Institutional investors snapped up more than twice the non-retail allocation in Coal India&#8217;s government OFS on May 27, 2026, bidding for 11.52 crore shares at an indicative price of \u20b9417.62, well above the \u20b9412 floor set by DIPAM \u2014 all but guaranteeing the greenshoe option will be exercised. Retail investors get their window today, May 29, as Indian markets reopen after the Eid al-Adha holiday. That is the single most actionable piece of news for anyone opening a trading account this morning.<\/p>\n<p class=\"font-claude-response-body break-words whitespace-normal leading-[1.7]\">Meanwhile, Reliance Industries locked in June 19 for its 49th AGM, its most closely watched shareholder event in years given an outstanding Jio IPO commitment and Q4 results that dropped overnight, splitting in two clean directions: Ashok Leyland at an all-time record and Bharat Dynamics in freefall.<\/p>\n<h2 class=\"text-text-100 mt-3 -mb-1 text-[1.125rem] font-bold\"><a href=\"https:\/\/www.coalindia.in\/\" rel=\"noopener\">Coal India<\/a> OFS: Already 2x Oversubscribed \u2014 What Retail Investors Need to Know Today<\/h2>\n<p class=\"font-claude-response-body break-words whitespace-normal leading-[1.7]\">The government is selling up to a 2% stake in Coal India via OFS, a 1% base offer plus a 1% greenshoe. Day 1 (non-retail, May 27) is done. Here is what it showed:<\/p>\n<ul class=\"[li_&amp;]:mb-0 [li_&amp;]:mt-1 [li_&amp;]:gap-1 [&amp;:not(:last-child)_ul]:pb-1 [&amp;:not(:last-child)_ol]:pb-1 list-disc flex flex-col gap-1 pl-8 mb-3\">\n<li class=\"font-claude-response-body whitespace-normal break-words pl-2\">Institutional investors bid for <strong>11.52 crore shares<\/strong>\u2014over <strong>2x the non-retail base allocation<\/strong><\/li>\n<li class=\"font-claude-response-body whitespace-normal break-words pl-2\">Indicative price discovered: <strong>\u20b9417.62 per share<\/strong>, above the \u20b9412 floor<\/li>\n<li class=\"font-claude-response-body whitespace-normal break-words pl-2\">The Greenshoe exercise is now near-certain, taking total divestment to 2%<\/li>\n<li class=\"font-claude-response-body whitespace-normal break-words pl-2\">Total expected raise at floor: <strong>\u20b95,078 crore<\/strong><\/li>\n<li class=\"font-claude-response-body whitespace-normal break-words pl-2\">This is the second PSU OFS this fiscal, after Central Bank of India raised \u20b92,266 crore<\/li>\n<\/ul>\n<div class=\"overflow-x-auto w-full px-2 mb-6\">\n<table class=\"min-w-full border-collapse text-sm leading-[1.7] whitespace-normal\" style=\"height: 251px;\" width=\"725\">\n<thead class=\"text-left\">\n<tr>\n<th class=\"text-text-100 border-b-0.5 border-border-300\/60 py-2 pr-4 align-top font-bold\" scope=\"col\">OFS Parameter<\/th>\n<th class=\"text-text-100 border-b-0.5 border-border-300\/60 py-2 pr-4 align-top font-bold\" scope=\"col\">Detail<\/th>\n<\/tr>\n<\/thead>\n<tbody>\n<tr>\n<td class=\"border-b-0.5 border-border-300\/30 py-2 pr-4 align-top\">Floor Price<\/td>\n<td class=\"border-b-0.5 border-border-300\/30 py-2 pr-4 align-top\">\u20b9412 per share<\/td>\n<\/tr>\n<tr>\n<td class=\"border-b-0.5 border-border-300\/30 py-2 pr-4 align-top\">Discount to NSE Close (May 26)<\/td>\n<td class=\"border-b-0.5 border-border-300\/30 py-2 pr-4 align-top\"><strong>10.1%<\/strong> to \u20b9458.15<\/td>\n<\/tr>\n<tr>\n<td class=\"border-b-0.5 border-border-300\/30 py-2 pr-4 align-top\">Base Offer Size<\/td>\n<td class=\"border-b-0.5 border-border-300\/30 py-2 pr-4 align-top\">1% stake \u2014 6.16 crore shares<\/td>\n<\/tr>\n<tr>\n<td class=\"border-b-0.5 border-border-300\/30 py-2 pr-4 align-top\">Greenshoe Option<\/td>\n<td class=\"border-b-0.5 border-border-300\/30 py-2 pr-4 align-top\">Additional 1% stake \u2014 6.16 crore shares<\/td>\n<\/tr>\n<tr>\n<td class=\"border-b-0.5 border-border-300\/30 py-2 pr-4 align-top\">Total Potential Raise<\/td>\n<td class=\"border-b-0.5 border-border-300\/30 py-2 pr-4 align-top\">~\u20b95,078 crore<\/td>\n<\/tr>\n<tr>\n<td class=\"border-b-0.5 border-border-300\/30 py-2 pr-4 align-top\">Day 1 Non-Retail Subscription<\/td>\n<td class=\"border-b-0.5 border-border-300\/30 py-2 pr-4 align-top\"><strong>2x+ oversubscribed at \u20b9417.62<\/strong><\/td>\n<\/tr>\n<tr>\n<td class=\"border-b-0.5 border-border-300\/30 py-2 pr-4 align-top\">Retail Window<\/td>\n<td class=\"border-b-0.5 border-border-300\/30 py-2 pr-4 align-top\"><strong>May 29, 2026 \u2014 open today<\/strong><\/td>\n<\/tr>\n<tr>\n<td class=\"border-b-0.5 border-border-300\/30 py-2 pr-4 align-top\">Employee Quota<\/td>\n<td class=\"border-b-0.5 border-border-300\/30 py-2 pr-4 align-top\">Up to 25,000 shares<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<\/div>\n<p class=\"font-claude-response-body break-words whitespace-normal leading-[1.7]\">Retail allotment will be at the cut-off price discovered in the non-retail session. With an indicative price at \u20b9417.62, retail investors should not assume allotment at the floor of \u20b9412.<\/p>\n<p id=\"_0gUZaoXvNeihnesP-JDAqQ4_43\" class=\"LC20lb MBeuO DKV0Md\">Check Live:\u00a0<a href=\"https:\/\/www.niftytrader.in\/nse-option-chain\/coalindia\">COAL INDIA Option Chain: Live NSE OI, PCR, IV &amp; Greeks<\/a><\/p>\n<h2 class=\"text-text-100 mt-3 -mb-1 text-[1.125rem] font-bold\">RIL June 19 AGM: Key Dates, Dividend, and the Jio IPO Watch<\/h2>\n<p class=\"font-claude-response-body break-words whitespace-normal leading-[1.7]\"><a href=\"https:\/\/www.ril.com\/\" rel=\"noopener\">Reliance Industries<\/a> confirmed its <strong>49th Annual General Meeting on June 19, 2026 at 2:00 PM IST<\/strong> via video conferencing, per its exchange filing.<\/p>\n<h3 class=\"font-claude-response-body break-words whitespace-normal leading-[1.7]\"><strong>Why this AGM is different:<\/strong><\/h3>\n<ul class=\"[li_&amp;]:mb-0 [li_&amp;]:mt-1 [li_&amp;]:gap-1 [&amp;:not(:last-child)_ul]:pb-1 [&amp;:not(:last-child)_ol]:pb-1 list-disc flex flex-col gap-1 pl-8 mb-3\">\n<li class=\"font-claude-response-body whitespace-normal break-words pl-2\">At the 48th AGM (August 29, 2025), Mukesh Ambani committed to listing Jio Platforms in <strong>H1 FY26<\/strong><\/li>\n<li class=\"font-claude-response-body whitespace-normal break-words pl-2\">June 19 falls inside that window, making this the natural stage for an IPO update or timeline revision<\/li>\n<li class=\"font-claude-response-body whitespace-normal break-words pl-2\">All five Ambani family members expected to present on separate business verticals<\/li>\n<li class=\"font-claude-response-body whitespace-normal break-words pl-2\">No formal IPO filing has been made as of May 29, 2026<\/li>\n<\/ul>\n<h3 class=\"font-claude-response-body break-words whitespace-normal leading-[1.7]\"><strong>RIL Key Dates Table:<\/strong><\/h3>\n<div class=\"overflow-x-auto w-full px-2 mb-6\">\n<table class=\"min-w-full border-collapse text-sm leading-[1.7] whitespace-normal\" style=\"height: 168px;\" width=\"733\">\n<thead class=\"text-left\">\n<tr>\n<th class=\"text-text-100 border-b-0.5 border-border-300\/60 py-2 pr-4 align-top font-bold\" scope=\"col\">Date<\/th>\n<th class=\"text-text-100 border-b-0.5 border-border-300\/60 py-2 pr-4 align-top font-bold\" scope=\"col\">Event<\/th>\n<\/tr>\n<\/thead>\n<tbody>\n<tr>\n<td class=\"border-b-0.5 border-border-300\/30 py-2 pr-4 align-top\"><strong>June 5, 2026<\/strong><\/td>\n<td class=\"border-b-0.5 border-border-300\/30 py-2 pr-4 align-top\">Record date \u2014 dividend eligibility<\/td>\n<\/tr>\n<tr>\n<td class=\"border-b-0.5 border-border-300\/30 py-2 pr-4 align-top\"><strong>June 12, 2026<\/strong><\/td>\n<td class=\"border-b-0.5 border-border-300\/30 py-2 pr-4 align-top\">Cut-off date \u2014 voting eligibility<\/td>\n<\/tr>\n<tr>\n<td class=\"border-b-0.5 border-border-300\/30 py-2 pr-4 align-top\"><strong>June 19, 2026<\/strong><\/td>\n<td class=\"border-b-0.5 border-border-300\/30 py-2 pr-4 align-top\">49th AGM, 2:00 PM IST<\/td>\n<\/tr>\n<tr>\n<td class=\"border-b-0.5 border-border-300\/30 py-2 pr-4 align-top\"><strong>Within 7 days of AGM<\/strong><\/td>\n<td class=\"border-b-0.5 border-border-300\/30 py-2 pr-4 align-top\">Dividend payment (if approved at AGM)<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<\/div>\n<h3 class=\"font-claude-response-body break-words whitespace-normal leading-[1.7]\"><strong>Dividend history context:<\/strong><\/h3>\n<div class=\"overflow-x-auto w-full px-2 mb-6\">\n<table class=\"min-w-full border-collapse text-sm leading-[1.7] whitespace-normal\" style=\"height: 171px;\" width=\"750\">\n<thead class=\"text-left\">\n<tr>\n<th class=\"text-text-100 border-b-0.5 border-border-300\/60 py-2 pr-4 align-top font-bold\" scope=\"col\">Year<\/th>\n<th class=\"text-text-100 border-b-0.5 border-border-300\/60 py-2 pr-4 align-top font-bold\" scope=\"col\">Dividend Per Share<\/th>\n<\/tr>\n<\/thead>\n<tbody>\n<tr>\n<td class=\"border-b-0.5 border-border-300\/30 py-2 pr-4 align-top\">FY26 (proposed)<\/td>\n<td class=\"border-b-0.5 border-border-300\/30 py-2 pr-4 align-top\">\u20b96.00<\/td>\n<\/tr>\n<tr>\n<td class=\"border-b-0.5 border-border-300\/30 py-2 pr-4 align-top\">FY25<\/td>\n<td class=\"border-b-0.5 border-border-300\/30 py-2 pr-4 align-top\">\u20b95.50<\/td>\n<\/tr>\n<tr>\n<td class=\"border-b-0.5 border-border-300\/30 py-2 pr-4 align-top\">FY24<\/td>\n<td class=\"border-b-0.5 border-border-300\/30 py-2 pr-4 align-top\">\u20b910.00 (incl. 1:1 bonus)<\/td>\n<\/tr>\n<tr>\n<td class=\"border-b-0.5 border-border-300\/30 py-2 pr-4 align-top\">FY23<\/td>\n<td class=\"border-b-0.5 border-border-300\/30 py-2 pr-4 align-top\">\u20b99.00<\/td>\n<\/tr>\n<tr>\n<td class=\"border-b-0.5 border-border-300\/30 py-2 pr-4 align-top\">FY22<\/td>\n<td class=\"border-b-0.5 border-border-300\/30 py-2 pr-4 align-top\">\u20b98.00<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<\/div>\n<p class=\"font-claude-response-body break-words whitespace-normal leading-[1.7]\">Total FY26 dividend outgo at \u20b96\/share: <strong>\u20b98,119.48 crore<\/strong>. Investors must hold RIL shares on or before <strong>June 5<\/strong> to qualify.<\/p>\n<p>Check live: <a href=\"https:\/\/www.niftytrader.in\/nse-option-chain\/reliance\">Reliance Industries (RIL) Option Chain: Call\/Put Price, Lot &#8230;<\/a><\/p>\n<h2 class=\"text-text-100 mt-3 -mb-1 text-[1.125rem] font-bold\">ONGC Q4 FY26: Profit Up 3% \u2014 But Output Decline Is the Structural Problem<\/h2>\n<p class=\"font-claude-response-body break-words whitespace-normal leading-[1.7]\"><a href=\"https:\/\/www.ongcindia.com\/\" rel=\"noopener\">ONGC<\/a> posted a <strong>3.1% rise in Q4 net profit to \u20b96,649.97 crore<\/strong> for January\u2013March 2026. Sounds stable. It is not as clean as it looks.<\/p>\n<div class=\"overflow-x-auto w-full px-2 mb-6\">\n<table class=\"min-w-full border-collapse text-sm leading-[1.7] whitespace-normal\">\n<thead class=\"text-left\">\n<tr>\n<th class=\"text-text-100 border-b-0.5 border-border-300\/60 py-2 pr-4 align-top font-bold\" scope=\"col\">Metric<\/th>\n<th class=\"text-text-100 border-b-0.5 border-border-300\/60 py-2 pr-4 align-top font-bold\" scope=\"col\">Q4 FY26<\/th>\n<th class=\"text-text-100 border-b-0.5 border-border-300\/60 py-2 pr-4 align-top font-bold\" scope=\"col\">Q4 FY25<\/th>\n<th class=\"text-text-100 border-b-0.5 border-border-300\/60 py-2 pr-4 align-top font-bold\" scope=\"col\">Change<\/th>\n<\/tr>\n<\/thead>\n<tbody>\n<tr>\n<td class=\"border-b-0.5 border-border-300\/30 py-2 pr-4 align-top\">Net Profit<\/td>\n<td class=\"border-b-0.5 border-border-300\/30 py-2 pr-4 align-top\">\u20b96,649.97 crore<\/td>\n<td class=\"border-b-0.5 border-border-300\/30 py-2 pr-4 align-top\">\u20b96,448.28 crore<\/td>\n<td class=\"border-b-0.5 border-border-300\/30 py-2 pr-4 align-top\"><strong>+3.1%<\/strong><\/td>\n<\/tr>\n<tr>\n<td class=\"border-b-0.5 border-border-300\/30 py-2 pr-4 align-top\">Revenue<\/td>\n<td class=\"border-b-0.5 border-border-300\/30 py-2 pr-4 align-top\">\u20b935,928.2 crore<\/td>\n<td class=\"border-b-0.5 border-border-300\/30 py-2 pr-4 align-top\">\u20b934,979 crore<\/td>\n<td class=\"border-b-0.5 border-border-300\/30 py-2 pr-4 align-top\"><strong>+2.7%<\/strong><\/td>\n<\/tr>\n<tr>\n<td class=\"border-b-0.5 border-border-300\/30 py-2 pr-4 align-top\">Q3 FY26 Profit (sequential)<\/td>\n<td class=\"border-b-0.5 border-border-300\/30 py-2 pr-4 align-top\">\u20b98,371.85 crore<\/td>\n<td class=\"border-b-0.5 border-border-300\/30 py-2 pr-4 align-top\">\u2014<\/td>\n<td class=\"border-b-0.5 border-border-300\/30 py-2 pr-4 align-top\">Sharp sequential fall<\/td>\n<\/tr>\n<tr>\n<td class=\"border-b-0.5 border-border-300\/30 py-2 pr-4 align-top\">Driver<\/td>\n<td class=\"border-b-0.5 border-border-300\/30 py-2 pr-4 align-top\">Higher oil &amp; gas realisations<\/td>\n<td class=\"border-b-0.5 border-border-300\/30 py-2 pr-4 align-top\">\u2014<\/td>\n<td class=\"border-b-0.5 border-border-300\/30 py-2 pr-4 align-top\">\u2014<\/td>\n<\/tr>\n<tr>\n<td class=\"border-b-0.5 border-border-300\/30 py-2 pr-4 align-top\">Drag<\/td>\n<td class=\"border-b-0.5 border-border-300\/30 py-2 pr-4 align-top\">Lower domestic output volumes<\/td>\n<td class=\"border-b-0.5 border-border-300\/30 py-2 pr-4 align-top\">\u2014<\/td>\n<td class=\"border-b-0.5 border-border-300\/30 py-2 pr-4 align-top\">\u2014<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<\/div>\n<p class=\"font-claude-response-body break-words whitespace-normal leading-[1.7]\">Key risk: Higher global crude prices are doing the heavy lifting. Domestic output declined year-on-year. If crude softens, and US-Iran tension remains the active wildcard, ONGC has no volume buffer to absorb margin compression.<\/p>\n<p>Check live: <a style=\"font-size: 16px;\" href=\"https:\/\/niftytrader.in\/nse-option-chain\/ongc\" rel=\"noopener\">OIL &amp; NATURAL GAS CORPORATION Option Chain (NSE)<\/a><\/p>\n<h2 class=\"text-text-100 mt-3 -mb-1 text-[1.125rem] font-bold\">IDFC First Bank Q4: The Headline PAT Is Misleading \u2014 The Real Number Is \u20b9746 Crore<\/h2>\n<p class=\"font-claude-response-body break-words whitespace-normal leading-[1.7]\">Reported PAT: up 4.9%. Real story: up 145%. Here is why they are two different numbers.<\/p>\n<div class=\"overflow-x-auto w-full px-2 mb-6\">\n<table class=\"min-w-full border-collapse text-sm leading-[1.7] whitespace-normal\" style=\"height: 336px;\" width=\"735\">\n<thead class=\"text-left\">\n<tr>\n<th class=\"text-text-100 border-b-0.5 border-border-300\/60 py-2 pr-4 align-top font-bold\" scope=\"col\">Metric<\/th>\n<th class=\"text-text-100 border-b-0.5 border-border-300\/60 py-2 pr-4 align-top font-bold\" scope=\"col\">Q4 FY26<\/th>\n<th class=\"text-text-100 border-b-0.5 border-border-300\/60 py-2 pr-4 align-top font-bold\" scope=\"col\">Q4 FY25<\/th>\n<th class=\"text-text-100 border-b-0.5 border-border-300\/60 py-2 pr-4 align-top font-bold\" scope=\"col\">Change<\/th>\n<\/tr>\n<\/thead>\n<tbody>\n<tr>\n<td class=\"border-b-0.5 border-border-300\/30 py-2 pr-4 align-top\"><strong>Reported PAT<\/strong><\/td>\n<td class=\"border-b-0.5 border-border-300\/30 py-2 pr-4 align-top\">\u20b9319 crore<\/td>\n<td class=\"border-b-0.5 border-border-300\/30 py-2 pr-4 align-top\">\u20b9304 crore<\/td>\n<td class=\"border-b-0.5 border-border-300\/30 py-2 pr-4 align-top\"><strong>+4.9%<\/strong><\/td>\n<\/tr>\n<tr>\n<td class=\"border-b-0.5 border-border-300\/30 py-2 pr-4 align-top\"><strong>Normalised PAT<\/strong>*<\/td>\n<td class=\"border-b-0.5 border-border-300\/30 py-2 pr-4 align-top\">\u20b9746 crore<\/td>\n<td class=\"border-b-0.5 border-border-300\/30 py-2 pr-4 align-top\">\u20b9304 crore<\/td>\n<td class=\"border-b-0.5 border-border-300\/30 py-2 pr-4 align-top\"><strong>+145%<\/strong><\/td>\n<\/tr>\n<tr>\n<td class=\"border-b-0.5 border-border-300\/30 py-2 pr-4 align-top\">Net Interest Income (NII)<\/td>\n<td class=\"border-b-0.5 border-border-300\/30 py-2 pr-4 align-top\">\u20b95,677 crore<\/td>\n<td class=\"border-b-0.5 border-border-300\/30 py-2 pr-4 align-top\">\u20b94,907 crore<\/td>\n<td class=\"border-b-0.5 border-border-300\/30 py-2 pr-4 align-top\"><strong>+15.7%<\/strong><\/td>\n<\/tr>\n<tr>\n<td class=\"border-b-0.5 border-border-300\/30 py-2 pr-4 align-top\">Loans &amp; Advances<\/td>\n<td class=\"border-b-0.5 border-border-300\/30 py-2 pr-4 align-top\">\u20b92.90 lakh crore<\/td>\n<td class=\"border-b-0.5 border-border-300\/30 py-2 pr-4 align-top\">\u20b92.42 lakh crore<\/td>\n<td class=\"border-b-0.5 border-border-300\/30 py-2 pr-4 align-top\"><strong>+20%<\/strong><\/td>\n<\/tr>\n<tr>\n<td class=\"border-b-0.5 border-border-300\/30 py-2 pr-4 align-top\">Deposits<\/td>\n<td class=\"border-b-0.5 border-border-300\/30 py-2 pr-4 align-top\">\u20b92.84 lakh crore<\/td>\n<td class=\"border-b-0.5 border-border-300\/30 py-2 pr-4 align-top\">\u20b92.42 lakh crore<\/td>\n<td class=\"border-b-0.5 border-border-300\/30 py-2 pr-4 align-top\"><strong>+17.5%<\/strong><\/td>\n<\/tr>\n<tr>\n<td class=\"border-b-0.5 border-border-300\/30 py-2 pr-4 align-top\">GNPA<\/td>\n<td class=\"border-b-0.5 border-border-300\/30 py-2 pr-4 align-top\"><strong>1.61%<\/strong><\/td>\n<td class=\"border-b-0.5 border-border-300\/30 py-2 pr-4 align-top\">Higher<\/td>\n<td class=\"border-b-0.5 border-border-300\/30 py-2 pr-4 align-top\">2-year low<\/td>\n<\/tr>\n<tr>\n<td class=\"border-b-0.5 border-border-300\/30 py-2 pr-4 align-top\">NNPA<\/td>\n<td class=\"border-b-0.5 border-border-300\/30 py-2 pr-4 align-top\"><strong>0.48%<\/strong><\/td>\n<td class=\"border-b-0.5 border-border-300\/30 py-2 pr-4 align-top\">Higher<\/td>\n<td class=\"border-b-0.5 border-border-300\/30 py-2 pr-4 align-top\">2-year low<\/td>\n<\/tr>\n<tr>\n<td class=\"border-b-0.5 border-border-300\/30 py-2 pr-4 align-top\">Provisions (% of assets)<\/td>\n<td class=\"border-b-0.5 border-border-300\/30 py-2 pr-4 align-top\"><strong>1.18%<\/strong><\/td>\n<td class=\"border-b-0.5 border-border-300\/30 py-2 pr-4 align-top\">1.92% (Q1 FY26)<\/td>\n<td class=\"border-b-0.5 border-border-300\/30 py-2 pr-4 align-top\">Falling every quarter<\/td>\n<\/tr>\n<tr>\n<td class=\"border-b-0.5 border-border-300\/30 py-2 pr-4 align-top\">Capital Adequacy Ratio<\/td>\n<td class=\"border-b-0.5 border-border-300\/30 py-2 pr-4 align-top\"><strong>15.60%<\/strong><\/td>\n<td class=\"border-b-0.5 border-border-300\/30 py-2 pr-4 align-top\">\u2014<\/td>\n<td class=\"border-b-0.5 border-border-300\/30 py-2 pr-4 align-top\">Healthy<\/td>\n<\/tr>\n<tr>\n<td class=\"border-b-0.5 border-border-300\/30 py-2 pr-4 align-top\">Full Year FY26 PAT<\/td>\n<td class=\"border-b-0.5 border-border-300\/30 py-2 pr-4 align-top\"><strong>\u20b91,636.36 crore<\/strong><\/td>\n<td class=\"border-b-0.5 border-border-300\/30 py-2 pr-4 align-top\">\u20b91,524.85 crore<\/td>\n<td class=\"border-b-0.5 border-border-300\/30 py-2 pr-4 align-top\">+7.3%<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<\/div>\n<p>Check live: <a href=\"https:\/\/niftytrader.in\/stocks-price\/idfcfirstb\" rel=\"noopener\">IDFC FIRST BANK NSE Stock Price Today<\/a><\/p>\n<p class=\"font-claude-response-body break-words whitespace-normal leading-[1.7]\">*Normalised PAT strips out three one-time items: Haryana government fraud incident (post-tax hit: \u20b9483 crore), treasury loss, income tax refund<\/p>\n<h3 class=\"font-claude-response-body break-words whitespace-normal leading-[1.7]\"><strong>What the numbers actually say:<\/strong><\/h3>\n<ul class=\"[li_&amp;]:mb-0 [li_&amp;]:mt-1 [li_&amp;]:gap-1 [&amp;:not(:last-child)_ul]:pb-1 [&amp;:not(:last-child)_ol]:pb-1 list-disc flex flex-col gap-1 pl-8 mb-3\">\n<li class=\"font-claude-response-body whitespace-normal break-words pl-2\">The \u20b9483 crore fraud hit is one-off; management confirmed <strong>no further material adjustments<\/strong> required<\/li>\n<li class=\"font-claude-response-body whitespace-normal break-words pl-2\">Microfinance stress (industry-wide issue in FY25\u201326) is now behind the bank per MD V. Vaidyanathan<\/li>\n<li class=\"font-claude-response-body whitespace-normal break-words pl-2\">Provisions fell <strong>every single quarter<\/strong> of FY26 \u2014 Q1: 1.92% \u2192 Q2: 1.58% \u2192 Q3: 1.45% \u2192 Q4: 1.18%<\/li>\n<li class=\"font-claude-response-body whitespace-normal break-words pl-2\">Credit cards crossed <strong>4.5 million<\/strong> in Q4; total customers: <strong>38 million<\/strong><\/li>\n<li class=\"font-claude-response-body whitespace-normal break-words pl-2\">87% of loan growth came from mortgage, vehicle, consumer, business banking and wholesale, not microfinance<\/li>\n<\/ul>\n<h2 class=\"text-text-100 mt-3 -mb-1 text-[1.125rem] font-bold\">BDL vs Ashok Leyland: The Sharpest Q4 Contrast of the Season<\/h2>\n<p class=\"font-claude-response-body break-words whitespace-normal leading-[1.7]\">Two government-capex-linked sectors. Two completely opposite outcomes.<\/p>\n<div class=\"overflow-x-auto w-full px-2 mb-6\">\n<table class=\"min-w-full border-collapse text-sm leading-[1.7] whitespace-normal\" style=\"height: 436px;\" width=\"729\">\n<thead class=\"text-left\">\n<tr>\n<th class=\"text-text-100 border-b-0.5 border-border-300\/60 py-2 pr-4 align-top font-bold\" scope=\"col\">Metric<\/th>\n<th class=\"text-text-100 border-b-0.5 border-border-300\/60 py-2 pr-4 align-top font-bold\" scope=\"col\">Bharat Dynamics (BDL)<\/th>\n<th class=\"text-text-100 border-b-0.5 border-border-300\/60 py-2 pr-4 align-top font-bold\" scope=\"col\">Ashok Leyland<\/th>\n<\/tr>\n<\/thead>\n<tbody>\n<tr>\n<td class=\"border-b-0.5 border-border-300\/30 py-2 pr-4 align-top\">Q4 FY26 Net Profit<\/td>\n<td class=\"border-b-0.5 border-border-300\/30 py-2 pr-4 align-top\">\u20b9113 crore<\/td>\n<td class=\"border-b-0.5 border-border-300\/30 py-2 pr-4 align-top\"><strong>\u20b91,405 crore<\/strong><\/td>\n<\/tr>\n<tr>\n<td class=\"border-b-0.5 border-border-300\/30 py-2 pr-4 align-top\">YoY Change<\/td>\n<td class=\"border-b-0.5 border-border-300\/30 py-2 pr-4 align-top\"><strong>\u221259.5%<\/strong><\/td>\n<td class=\"border-b-0.5 border-border-300\/30 py-2 pr-4 align-top\"><strong>+13%<\/strong><\/td>\n<\/tr>\n<tr>\n<td class=\"border-b-0.5 border-border-300\/30 py-2 pr-4 align-top\">Q4 Revenue<\/td>\n<td class=\"border-b-0.5 border-border-300\/30 py-2 pr-4 align-top\">\u20b9480 crore<\/td>\n<td class=\"border-b-0.5 border-border-300\/30 py-2 pr-4 align-top\">\u20b917,246 crore<\/td>\n<\/tr>\n<tr>\n<td class=\"border-b-0.5 border-border-300\/30 py-2 pr-4 align-top\">Revenue YoY<\/td>\n<td class=\"border-b-0.5 border-border-300\/30 py-2 pr-4 align-top\"><strong>\u221273%<\/strong><\/td>\n<td class=\"border-b-0.5 border-border-300\/30 py-2 pr-4 align-top\"><strong>+17.4%<\/strong><\/td>\n<\/tr>\n<tr>\n<td class=\"border-b-0.5 border-border-300\/30 py-2 pr-4 align-top\">Q4 EBITDA<\/td>\n<td class=\"border-b-0.5 border-border-300\/30 py-2 pr-4 align-top\">\u20b955.2 crore<\/td>\n<td class=\"border-b-0.5 border-border-300\/30 py-2 pr-4 align-top\">\u20b92,066 crore<\/td>\n<\/tr>\n<tr>\n<td class=\"border-b-0.5 border-border-300\/30 py-2 pr-4 align-top\">EBITDA YoY<\/td>\n<td class=\"border-b-0.5 border-border-300\/30 py-2 pr-4 align-top\"><strong>\u221281.5%<\/strong><\/td>\n<td class=\"border-b-0.5 border-border-300\/30 py-2 pr-4 align-top\"><strong>+15%<\/strong><\/td>\n<\/tr>\n<tr>\n<td class=\"border-b-0.5 border-border-300\/30 py-2 pr-4 align-top\">EBITDA Margin<\/td>\n<td class=\"border-b-0.5 border-border-300\/30 py-2 pr-4 align-top\">11.5% vs 16.82% (YoY)<\/td>\n<td class=\"border-b-0.5 border-border-300\/30 py-2 pr-4 align-top\">~12%<\/td>\n<\/tr>\n<tr>\n<td class=\"border-b-0.5 border-border-300\/30 py-2 pr-4 align-top\">FY26 Full-Year Revenue<\/td>\n<td class=\"border-b-0.5 border-border-300\/30 py-2 pr-4 align-top\">\u20b9(declined)<\/td>\n<td class=\"border-b-0.5 border-border-300\/30 py-2 pr-4 align-top\"><strong>\u20b944,007 crore (+14%)<\/strong><\/td>\n<\/tr>\n<tr>\n<td class=\"border-b-0.5 border-border-300\/30 py-2 pr-4 align-top\">FY26 Full-Year PAT<\/td>\n<td class=\"border-b-0.5 border-border-300\/30 py-2 pr-4 align-top\">Declined<\/td>\n<td class=\"border-b-0.5 border-border-300\/30 py-2 pr-4 align-top\"><strong>\u20b93,566 crore (+8%)<\/strong><\/td>\n<\/tr>\n<tr>\n<td class=\"border-b-0.5 border-border-300\/30 py-2 pr-4 align-top\">Volume Record<\/td>\n<td class=\"border-b-0.5 border-border-300\/30 py-2 pr-4 align-top\">\u2014<\/td>\n<td class=\"border-b-0.5 border-border-300\/30 py-2 pr-4 align-top\"><strong>220,437 CV units (all-time high)<\/strong><\/td>\n<\/tr>\n<tr>\n<td class=\"border-b-0.5 border-border-300\/30 py-2 pr-4 align-top\">Net Cash<\/td>\n<td class=\"border-b-0.5 border-border-300\/30 py-2 pr-4 align-top\">\u2014<\/td>\n<td class=\"border-b-0.5 border-border-300\/30 py-2 pr-4 align-top\"><strong>\u20b95,899 crore<\/strong><\/td>\n<\/tr>\n<tr>\n<td class=\"border-b-0.5 border-border-300\/30 py-2 pr-4 align-top\">Stock Move (pre-results)<\/td>\n<td class=\"border-b-0.5 border-border-300\/30 py-2 pr-4 align-top\"><strong>\u22123.51%<\/strong><\/td>\n<td class=\"border-b-0.5 border-border-300\/30 py-2 pr-4 align-top\">\u2014<\/td>\n<\/tr>\n<tr>\n<td class=\"border-b-0.5 border-border-300\/30 py-2 pr-4 align-top\">YTD Performance<\/td>\n<td class=\"border-b-0.5 border-border-300\/30 py-2 pr-4 align-top\"><strong>\u221213.33%<\/strong><\/td>\n<td class=\"border-b-0.5 border-border-300\/30 py-2 pr-4 align-top\">\u2014<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<\/div>\n<h3 class=\"font-claude-response-body break-words whitespace-normal leading-[1.7]\"><strong>BDL \u2014 what happened:<\/strong><\/h3>\n<ul class=\"[li_&amp;]:mb-0 [li_&amp;]:mt-1 [li_&amp;]:gap-1 [&amp;:not(:last-child)_ul]:pb-1 [&amp;:not(:last-child)_ol]:pb-1 list-disc flex flex-col gap-1 pl-8 mb-3\">\n<li class=\"font-claude-response-body whitespace-normal break-words pl-2\">Defence contract revenues are execution-timed and lumpy\u2014Q4 is the problem quarter when orders slip<\/li>\n<li class=\"font-claude-response-body whitespace-normal break-words pl-2\">EBITDA margin contracted from 16.82% to 11.5%\u2014costs without revenue to absorb them<\/li>\n<li class=\"font-claude-response-body whitespace-normal break-words pl-2\">The Board recommended <strong>final dividend \u20b90.40\/share<\/strong> (face value \u20b95); interim of \u20b94.50 already paid February 2026<\/li>\n<li class=\"font-claude-response-body whitespace-normal break-words pl-2\">Auditors flagged Board composition non-compliance with Section 149, Companies Act\u2014an additional governance overhang<\/li>\n<\/ul>\n<h3 class=\"font-claude-response-body break-words whitespace-normal leading-[1.7]\"><strong>Ashok Leyland\u2014what stands out beyond the headline:<\/strong><\/h3>\n<ul class=\"[li_&amp;]:mb-0 [li_&amp;]:mt-1 [li_&amp;]:gap-1 [&amp;:not(:last-child)_ul]:pb-1 [&amp;:not(:last-child)_ol]:pb-1 list-disc flex flex-col gap-1 pl-8 mb-3\">\n<li class=\"font-claude-response-body whitespace-normal break-words pl-2\">EV arm Switch Mobility turned <strong>profitable for the first time<\/strong>: PAT <strong>\u20b9104 crore<\/strong> vs a loss in FY25<\/li>\n<li class=\"font-claude-response-body whitespace-normal break-words pl-2\">e-Bus volumes surged <strong>238%<\/strong> to 1,530 units; e-LCV volumes rose <strong>56%<\/strong> to 1,606 units<\/li>\n<li class=\"font-claude-response-body whitespace-normal break-words pl-2\">Exports hit an <strong>all-time high of 18,082 units<\/strong>, up 18.5% \u2014 Indonesia market entry announced<\/li>\n<li class=\"font-claude-response-body whitespace-normal break-words pl-2\">Net cash jumped from \u20b94,242 crore (FY25) to <strong>\u20b95,899 crore<\/strong>\u2014financial headroom for acquisition or capex<\/li>\n<li class=\"font-claude-response-body whitespace-normal break-words pl-2\">Second interim dividend: <strong>\u20b92.50\/share<\/strong>; record date <strong>June 3, 2026<\/strong>; no final dividend for FY26<\/li>\n<\/ul>\n<h2 class=\"text-text-100 mt-3 -mb-1 text-[1.125rem] font-bold\">India VIX: Fear Down 19% This Week \u2014 Benchmarks Still Flat<\/h2>\n<p class=\"font-claude-response-body break-words whitespace-normal leading-[1.7]\">India VIX closed at <strong>14.98 on May 27,<\/strong>\u00a0down <strong>approximately 19% for the week<\/strong>, one of the sharpest weekly falls of 2026. The previous close before the week was around 18.5.<\/p>\n<ul class=\"[li_&amp;]:mb-0 [li_&amp;]:mt-1 [li_&amp;]:gap-1 [&amp;:not(:last-child)_ul]:pb-1 [&amp;:not(:last-child)_ol]:pb-1 list-disc flex flex-col gap-1 pl-8 mb-3\">\n<li class=\"font-claude-response-body whitespace-normal break-words pl-2\">Falling VIX = reduced fear = should support upside<\/li>\n<li class=\"font-claude-response-body whitespace-normal break-words pl-2\">Reality: benchmark indices ended near-flat on May 27, dragged by banking and financial stocks<\/li>\n<li class=\"font-claude-response-body whitespace-normal break-words pl-2\">FII selling remains a persistent overhang; DII buying is cushioning, not driving<\/li>\n<li class=\"font-claude-response-body whitespace-normal break-words pl-2\">VIX at 14.98 is now 48% below its 52-week high<\/li>\n<\/ul>\n<p class=\"font-claude-response-body break-words whitespace-normal leading-[1.7]\">The disconnect between falling fear and flat indices is the real market signal this week; it suggests the rally, when it comes, may be sharper than the current range implies.<\/p>\n<h2 class=\"text-text-100 mt-3 -mb-1 text-[1.125rem] font-bold\">Upcoming Market Triggers \u2014 Week Ahead<\/h2>\n<div class=\"overflow-x-auto w-full px-2 mb-6\">\n<table class=\"min-w-full border-collapse text-sm leading-[1.7] whitespace-normal\" style=\"height: 213px;\" width=\"719\">\n<thead class=\"text-left\">\n<tr>\n<th class=\"text-text-100 border-b-0.5 border-border-300\/60 py-2 pr-4 align-top font-bold\" scope=\"col\">Date<\/th>\n<th class=\"text-text-100 border-b-0.5 border-border-300\/60 py-2 pr-4 align-top font-bold\" scope=\"col\">Event<\/th>\n<\/tr>\n<\/thead>\n<tbody>\n<tr>\n<td class=\"border-b-0.5 border-border-300\/30 py-2 pr-4 align-top\"><strong>May 29, 2026 (Today)<\/strong><\/td>\n<td class=\"border-b-0.5 border-border-300\/30 py-2 pr-4 align-top\">Coal India OFS retail window closes<\/td>\n<\/tr>\n<tr>\n<td class=\"border-b-0.5 border-border-300\/30 py-2 pr-4 align-top\"><strong>June 3, 2026<\/strong><\/td>\n<td class=\"border-b-0.5 border-border-300\/30 py-2 pr-4 align-top\">Ashok Leyland dividend record date (\u20b92.50\/share)<\/td>\n<\/tr>\n<tr>\n<td class=\"border-b-0.5 border-border-300\/30 py-2 pr-4 align-top\"><strong>June 5, 2026<\/strong><\/td>\n<td class=\"border-b-0.5 border-border-300\/30 py-2 pr-4 align-top\">RIL dividend record date (\u20b96\/share)<\/td>\n<\/tr>\n<tr>\n<td class=\"border-b-0.5 border-border-300\/30 py-2 pr-4 align-top\"><strong>June 12, 2026<\/strong><\/td>\n<td class=\"border-b-0.5 border-border-300\/30 py-2 pr-4 align-top\">RIL AGM voting cut-off<\/td>\n<\/tr>\n<tr>\n<td class=\"border-b-0.5 border-border-300\/30 py-2 pr-4 align-top\"><strong>June 19, 2026<\/strong><\/td>\n<td class=\"border-b-0.5 border-border-300\/30 py-2 pr-4 align-top\">RIL 49th AGM \u2014 Jio IPO update expected<\/td>\n<\/tr>\n<tr>\n<td class=\"border-b-0.5 border-border-300\/30 py-2 pr-4 align-top\"><strong>June 26, 2026<\/strong><\/td>\n<td class=\"border-b-0.5 border-border-300\/30 py-2 pr-4 align-top\">Next market holiday (Muharram)<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<\/div>\n<p class=\"text-text-100 mt-3 -mb-1 text-[1.125rem] font-bold\">Read More: <a href=\"https:\/\/niftytrader.in\/markets\/ril-agm-june-19-jio-ipo-date-ambani-2026\/\" rel=\"noopener\">RIL AGM June 19: Will Ambani Finally Give Jio IPO Date? Key Dates, Dividend Inside<\/a><\/p>\n<h2 class=\"text-text-100 mt-3 -mb-1 text-[1.125rem] font-bold\">FAQ<\/h2>\n<h3 class=\"font-claude-response-body break-words whitespace-normal leading-[1.7]\"><strong>Q1: What is the RIL dividend record date for FY26 and when will it be paid?<\/strong><\/h3>\n<p class=\"font-claude-response-body break-words whitespace-normal leading-[1.7]\">Record date is <strong>June 5, 2026<\/strong>. A Dividend of <strong>\u20b96 per share<\/strong> will be paid within 7 days of the June 19 AGM, subject to shareholder approval. Investors must hold RIL shares on or before June 5 to qualify. RIL&#8217;s FY26 dividend of \u20b96 is higher than FY25&#8217;s \u20b95.50 per share.<\/p>\n<h3 class=\"font-claude-response-body break-words whitespace-normal leading-[1.7]\"><strong>Q2: Is the Coal India OFS worth bidding for retail investors on May 29?<\/strong><\/h3>\n<p class=\"font-claude-response-body break-words whitespace-normal leading-[1.7]\">Institutional investors bid at <strong>\u20b9417.62 vs. the \u20b9412 floor,<\/strong> 2x+ oversubscribed on Day 1. Retail allotment is at the cut-off price from the non-retail session, meaning retail investors may receive shares at or near \u20b9417, not \u20b9412. Greenshoe exercise is near-certain. The OFS represents a <strong>10.1% discount<\/strong> to the May 26 NSE close of \u20b9458.15.<\/p>\n<h3 class=\"font-claude-response-body break-words whitespace-normal leading-[1.7]\"><strong>Q3: What is IDFC First Bank&#8217;s actual profit in Q4 FY26 after removing the one-time fraud charge?<\/strong><\/h3>\n<p class=\"font-claude-response-body break-words whitespace-normal leading-[1.7]\">Normalised PAT is <strong>\u20b9746 crore<\/strong>, up 145% YoY. The reported \u20b9319 crore includes a <strong>\u20b9483 crore post-tax hit<\/strong> from a fraud incident involving Haryana state government accounts, confirmed as one-time by management. No further material adjustments are expected, per MD V. Vaidyanathan.<\/p>\n<hr class=\"border-border-200 border-t-0.5 my-3 mx-1.5\" \/>\n<p class=\"font-claude-response-body break-words whitespace-normal leading-[1.7]\"><em>All figures are sourced from BSE\/NSE exchange filings, DIPAM official announcements, and company press releases. This article is for informational purposes only and does not constitute investment advice.<\/em><\/p>\n","protected":false},"excerpt":{"rendered":"<p>Retail investors bid today at \u20b9412 floor as Ashok Leyland posts record \u20b91,405 crore Q4 profit, BDL crashes 59.5%, IDFC First Bank&#8217;s real profit is \u20b9427 crore higher than the headline, and ONGC holds at \u20b96,649 crore despite output drag Institutional investors snapped up more than twice the non-retail allocation in Coal India&#8217;s government OFS [&hellip;]<\/p>\n","protected":false},"author":11,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[615],"tags":[2458,2459,2453,2454,2450,2463,2451,2455,2449,2461,2460,2456,2457,2452,2462],"ppma_author":[1523],"class_list":["post-26864","post","type-post","status-publish","format-standard","has-post-thumbnail","category-stock-market-news","tag-ashok-leyland-profit","tag-ashok-leyland-q4-results","tag-bdl-share-news","tag-bharat-dynamics-q4-loss","tag-coal-india-ofs","tag-coal-india-retail-ofs","tag-coal-india-share-price","tag-idfc-first-bank-profit","tag-india-vix-today","tag-jio-ipo-update","tag-mukesh-ambani-agm","tag-ongc-output-decline","tag-ongc-q4-earnings","tag-psu-stocks-india","tag-reliance-agm-2026"]," _eael_post_view_count":0,"authors":[{"term_id":1523,"user_id":11,"is_guest":0,"slug":"nikki","display_name":"Nikki Lodha","avatar_url":"https:\/\/secure.gravatar.com\/avatar\/ae2e265bd56e0e890c866fbaa55d29846ba20cc5372adf666652268816af117e?s=96&d=mm&r=g","0":null,"1":"","2":"","3":"","4":"","5":"","6":"","7":""}],"_links":{"self":[{"href":"https:\/\/www.niftytrader.in\/markets\/wp-json\/wp\/v2\/posts\/26864","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.niftytrader.in\/markets\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.niftytrader.in\/markets\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.niftytrader.in\/markets\/wp-json\/wp\/v2\/users\/11"}],"replies":[{"embeddable":true,"href":"https:\/\/www.niftytrader.in\/markets\/wp-json\/wp\/v2\/comments?post=26864"}],"version-history":[{"count":4,"href":"https:\/\/www.niftytrader.in\/markets\/wp-json\/wp\/v2\/posts\/26864\/revisions"}],"predecessor-version":[{"id":26869,"href":"https:\/\/www.niftytrader.in\/markets\/wp-json\/wp\/v2\/posts\/26864\/revisions\/26869"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.niftytrader.in\/markets\/wp-json\/wp\/v2\/media\/26866"}],"wp:attachment":[{"href":"https:\/\/www.niftytrader.in\/markets\/wp-json\/wp\/v2\/media?parent=26864"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.niftytrader.in\/markets\/wp-json\/wp\/v2\/categories?post=26864"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.niftytrader.in\/markets\/wp-json\/wp\/v2\/tags?post=26864"},{"taxonomy":"author","embeddable":true,"href":"https:\/\/www.niftytrader.in\/markets\/wp-json\/wp\/v2\/ppma_author?post=26864"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}