DLF: Major Projects Planned For FY '27 Include An INR 8,000-9,000 Crore Development In DLF City (Gurugram), The Arbour Senior Living, And The Next Phase Of Westpark In Mumbai. The Goa Project's Launch Is Ready But Delayed Due To A Public Interest Litigation (PIL), While The Next Phase Of Privana Is Set For Next Year Instead Of This Fiscal.

Man Infra: Guidance - The company's policy is not to consider price appreciation in project feasibility studies, focusing instead on maintaining a healthy bottom line through absorption of inventory. - Concall Update

Man Infra: Guidance - Management anticipates higher margins from ultra-luxury projects and aims to double its development portfolio to over INR35,000 crores GDV by 2031, expressing confidence in surpassing FY25's performance. - Concall Update

Man Infra: Guidance - For FY27, the company expects a 35% to 40% growth in revenue recognition compared to the previous year, driven by 1 million square feet of project launches and key projects nearing completion. - Concall Update

Man Infra: Guidance - The company has set a combined sales target of over INR5,000 crores for FY27 and FY28, with FY27 alone targeting nothing less than INR2,500 crore. - Concall Update

Man Infra: Guidance - Management aims for the best-ever real estate sales in FY27, supported by the largest-ever launch pipeline of approximately INR5,600 crores GDV. - Concall Update

DLF: Management Announced FY26 New Sales Bookings Reached INR 20,143 Crores, Meeting Expectations, And They Expect To Keep FY27 Sales Guidance At INR 20,000 Crores, With Room For Growth.

Tata Motors Passenger Vehicles: JLR Aims for GBP1.7 Billion Savings Over Two Years to Lower Breakeven Volume to 300,000 Units Annually, While TATA Motors Passenger Vehicles Reports FY26 CAPEX at INR4,300 Crores Within Revenue Guidance of 7.5%.

Tata Motors Passenger Vehicles: Expects Strong Growth For FY27, Outpacing Industry's Projected 10% Growth. Company Aims For 70% To 100% Increase In Exports. JLR Plans To Adjust Investments For A Range Of Vehicle Offerings Longer Than Initially Expected.

Tata Motors Passenger Vehicles: JLR Meets Its FY26 Targets with EBIT at 0.7% and Cash Loss Exceeding GBP2.2 Billion. Financial Guidance for FY27 to Be Released on Investor Day.

AWL Agri Business: Fmcg Firms Begin Hiking Prices As War Hits Input Costs || Edible Oil Complex Went Up In The Month Of March By Close To 10% Says CEO And MD Of AWL Agri Business - Mint

DLF: Co Eyes Residential Project Salesworth Rs. 20,000 Cr In Fy27 || Co MD Says The Developer Is Seeing A High Demand For Its Super Luxury Offering Dahlias, With Around 60 Per Cent Of The Inventory AI- Ready Being Sold.

Tata Motors Passenger Vehicles: Macquarie maintains a Neutral on Tata Motors PV with a Target Price of ₹367, citing better-than-expected margin improvement across both businesses, optimism on domestic growth prospects, and near-term stock support from the margin surprise despite ongoing margin risks.

JSW Steel: Macquarie maintains an Outperform on JSW Steel with a Target Price of ₹1353, citing a strong quarter, stable balance sheet, aggressive capacity expansion plans, and expectations that India’s steel demand outlook, along with potential cost efficiencies and policy-led margin support, will strengthen cash flows and the balance sheet further.

Titan: Morgan Stanley maintains an Overweight on Titan with a Target Price of ₹5212, citing that tighter government rules on duty-free gold imports are unlikely to impact Titan materially, as the company is better positioned than before, while the current stock correction offers an attractive long-term entry opportunity.

Muthoot Finance: Morgan Stanley maintains an Overweight on Muthoot Finance with a raised Target Price of ₹4330, citing a strong Q4 PAT beat, attractive valuations for a high-quality defensive business amid a challenging macro environment, though noting gold loan growth has lagged gold prices and peers.

JSW Steel: Morgan Stanley maintains an Overweight on JSW Steel with a Target Price of ₹1330, citing strong results, expected margin expansion in Q1FY27, sharp deleveraging driven by the BPSL slump sale, and aggressive capacity expansion guidance targeting 78 MT domestic capacity by FY32 versus 36.4 MT in FY26.