Adani Enterprises, Tata Motors PV, Bharti Airtel Lead Weekly Gainers As Earnings Optimism And Easing Overhangs Lift Sentiment

Mumbai, May 25: A mix of easing regulatory concerns, strong earnings momentum and renewed optimism around sector-specific growth drivers powered several heavyweight stocks higher during the week. 

Adani Enterprises emerged as the top gainer after reports of easing legal troubles in the US boosted sentiment around the group, while Tata Motors Passenger Vehicles rallied on hopes of improved profitability at Jaguar Land Rover. Bharti Airtel gained on robust subscriber growth and tariff hike expectations, Infosys rebounded amid bargain buying in IT stocks while Cipla advanced after brokerages raised target prices despite a weak quarterly profit print.

Adani Enterprises: Adani Enterprises share price rose the most during the week, up 8.28% at Rs 2,717, clocking a market cap of Rs 3,53,716 crore. Investor sentiment improved sharply around the Adani Group’s legal and funding outlook. The rally was triggered by reports that US authorities had dropped key fraud charges against Gautam Adani, easing a major overhang on the conglomerate.

The stock also drew support from optimism over smoother refinancing prospects, infrastructure expansion plans and brokerage target price hikes on select Adani group companies. Earlier in the month, a large block deal, and progress on the Jaiprakash Associates resolution plan also aided momentum.

Going ahead, investors will track further clarity on the group’s fundraising pipeline, execution across infrastructure businesses and whether easing regulatory concerns translate into sustained institutional inflows into Adani stocks. 

Tata Motors PV: Tata Motors Passenger Vehicle share price rose 7.24% at Rs 363.35 during the week, clocking a market cap of Rs 1,33,820 crore. Tata Motors Passenger Vehicles remained in focus after the stock surged on optimism around Jaguar Land Rover’s cost-cutting drive and premiumisation strategy, despite persistent concerns over margin pressure from rising commodity costs. Investors cheered a $2.3 billion efficiency plan, resilient demand in Western markets and premium launches such as the Range Rover EV and Free-Lander in China, which are expected to support profitability and lower break-even volumes. 

Brokerages also turned constructive on the company’s richer product mix and stronger-than-expected margins in both the India passenger vehicle and JLR businesses. 

Going ahead, the Street will closely track execution of JLR’s cost-saving roadmap, demand trends in key global luxury markets and the success of premium launches amid elevated input costs and geopolitical uncertainties. 

Bharti Airtel:Bharti Airtel share price rose 6.47% at Rs 1,871 during the week, clocking a market cap of Rs 10,85,445 crore. Bharti Airtel remained in focus during the week after strong quarterly earnings reinforced optimism around subscriber upgrades, rising data consumption and robust growth in its Africa business. The telecom major benefited from higher-paying 4G and 5G users, with ARPU improving and revenue growth staying strong amid continued premiumisation of plans. Investors also turned constructive on Airtel’s expanding digital infrastructure play through Nxtra data centres and expectations of another tariff hike cycle. 

Going ahead, the Street will watch the timing of further tariff hikes, growth in high-value subscribers and execution in the data centre and enterprise businesses. Investors will also track margin trends after the peak of 5G capex, alongside the performance of Airtel Africa and monetisation opportunities from rising data usage. 

Infosys: Infosys share price rose 6.29% at Rs 1,175 during the week clocking a market cap of Rs 4,76,297 crore. Infosys emerged among the top weekly gainers as investors returned to beaten-down IT stocks on hopes that demand conditions may have bottomed out after months of underperformance in the sector. The rally was supported by bargain buying, easing concerns around global recession risks and optimism that generative AI adoption could eventually drive a fresh technology spending cycle for large IT services firms.

Going ahead, the Street will monitor discretionary spending trends in key markets such as the US and Europe, large-deal conversions and the pace of AI monetisation. Investors will also watch whether improving macro visibility and stabilising client budgets can translate into a sustained recovery in revenue growth for the IT major. 

Cipla: Cipla share price rose 5.42% at Rs 1,399 during the week clocking a market cap of Rs 1,13,007 crore. Cipla emerged among the top weekly gainers after brokerages turned bullish on the stock despite a sharp 55% year-on-year decline in fourth-quarter profit, as investors focused on the company’s long-term growth visibility rather than near-term earnings pressure. Shares rallied after Citi, Nuvama and Emkay raised target prices, citing attractive valuations, improving margin outlook and potential high-value respiratory launches in the coming years. 

Analysts were encouraged by management commentary around easing capex intensity, a strong net cash balance sheet and expectations that complex respiratory products could begin contributing meaningfully from FY27 onwards. 

Optimism also grew after Cipla maintained a healthy margin outlook despite regulatory concerns surrounding certain facilities. 

Going ahead, the Street will monitor progress in US respiratory launches, resolution of regulatory issues and sustainability of margins amid ongoing pricing pressure in generics. Investors will also watch whether growth in India branded formulations and specialty products can drive fresh earnings upgrades for the pharma major. 

Source:

• https://www.nseindia.com/get-quote/equity/BHARTIARTL/Bharti-Airtel-Limited
• https://www.nseindia.com/get-quote/equity/TMPV/Tata-Motors-Passenger-Vehicles-Limited
• https://www.nseindia.com/get-quote/equity/ADANIENT/Adani-Enterprises-Limited
• https://www.nseindia.com/get-quote/equity/INFY/Infosys-Limited, https://www.nseindia.com/get-quote/equity/CIPLA/Cipla-Limited