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The Reserve Bank of India has announced a record Rs 2.87 lakh crore dividend payout to the government for FY26, significantly boosting fiscal space amidst global uncertainties. This substantial transfer, a notable increase from previous years, reflects the central bank's robust financial performance and expanding balance sheet. The decision was made at the RBI Central Board's recent meeting.

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India Business Fuels Turnaround, FY26 Revenue Crosses Rs 11K cr

Lenskart reported a Q4 profit decline despite a 32% revenue surge to Rs 2,564.7 crore, driven by store expansion and international growth. For FY26, net profit rose to Rs 500.9 crore on Rs 8,988.3 crore revenue. The eyewear retailer is focusing on AI integration and expanding its omnichannel presence.

Goldman Sachs maintains a neutral stance on ITC, anticipating cigarette tax impacts. Citigroup is bullish on LIC, citing strong operational performance and margin expansion. Jefferies raises its target for Nykaa, impressed by robust growth and improving margins. CLSA sees significant potential in Honasa, with strong revenue and margin growth. Morgan Stanley remains overweight on LG Electronics India, despite margin pressures.

Stock market recommendations: Samvardhana Motherson, and Zydus Wellness have been recommended as top stocks to buy for the week starting May 25, 2026 by Motilal Oswal Wealth Management Research Desk:

Tata Steel reported a more than two-fold jump in consolidated net profit to Rs 2,965 crore for the January-March quarter of FY26, driven by strong India operations and improved volumes. For the full fiscal year, net profit surged over three times to Rs 10,885.82 crore, with steel production and deliveries also seeing an increase.

Cellecor reported a robust financial year ending March 31, 2026, with net revenues soaring to Rs 1,292 crores, a 26% increase. Net profit after tax also saw a significant 28% jump. This impressive growth was fueled by product expansion, a wider retail footprint including partnerships with major chains, and increased adoption in smaller markets, alongside strong online sales.