Industry Report

Capital market stocks like BSE, HDFC AMC, and Nippon AMC surged up to 11% as US-Iran ceasefire boosted risk appetite and lifted global market sentiment.

Most brokerages expect a healthy improvement in earnings for the ferrous sector, with Ebitda growth likely on both a year-on-year (Y-o-Y) and quarter-on-quarter (Q-o-Q) basis

Overall, the sector's medium-term outlook remains constructive, driven by energy transition investments, defence indigenisation, and digital infrastructure buildout

The top 10 per cent rural households of India own 44 per cent of land, while 46 per cent of rural households are landless, according to a working paper released by World Inequality Lab. The paper, titled 'Land Inequality in India: Nature, History, and Markets', further said that the top 5 per cent households own 32 per cent of land, while 18 per cent of rural land ownership is held by the top 1 per cent. The paper is jointly authored by Nitin Kumar Bharti, David Blakeslee and Samreen Malik, drawing on one of the largest datasets ever assembled on land ownership in India, covering around 650 million people across 2,70,000 villages. "The average village land Gini (an index measuring landholding inequality on a scale of 0-100) reaches 71 when landless households are included, and 46 per cent of rural households are landless," the paper said, adding that on average, the largest landholder controls about 12 per cent of village land, and in some villages a single owner controls more than

Analysts believe that the EMS industry is a key component of India's broader electronics ecosystem and has shown strong growth in recent years

All 10 constituents of the Nifty IT index were trading sharply higher. Mphasis, Wipro, Oracle Financial Services Software, HCL Tech, and TCS rose over 2 per cent each

Deloitte survey shows marginal rise in salary increments, alongside higher promotions, stable attrition trends, and continued moderation in hiring across sectors

Pharma stocks have, so far, outperformed the markets in 2026. However, as risk around Trump tariffs resurface, analysts suggest shifting to domestic-focused companies. Here's the investment strategy.

Analysts at Ambit Capital expect Iran war to slow bank credit growth to 10-12 per cent in bear case scenario, pressure margins, and cap liquidity. It prefers private bank stocks like HDFC & ICICI Bank

Beyond $90/bbl is when the decline steepens and things worsen as inflation starts eating into savings, impacting spend that gets especially bad for consumer sectors, Bernstein said in a recent note.

Bank stocks traded mixed after Q4FY26 updates. PSU banks like BoB, Bank of Maharashtra gained, while shares of HDFC Bank, IndusInd Bank, and IDFC First Bank slipped

IT Q4 results preview: While the recent sharp depreciation of INR against the USD is likely to provide a significant cushion to earnings, the focus has shifted toward FY27 guidance

Equirus Securities reckon that healthcare sector delivered a 15.5 per cent revenue CAGR and a 25 per cent Ebitda CAGR between FY20 and FY25

Expansion plans, demand drivers to help boost revenue, say analysts; Apollo Hospitals top pick for most

Brokerage analysis suggests that auto pack delivered a strong performance in March 2026; however, they flagged demand risks going ahead

Iran-related geopolitical tensions have triggered significant notional losses in LIC's investment portfolio, weighing on its stock price, says Geojit Investments.

Nomura believes oil marketing companies (OMCs) are likely to face margin pressure after the government raised prices of aviation turbine fuel (ATF) and commercial liquefied petroleum gas (LPG)

Among the defence stocks, Paras Defence, Bharat Dynamics, Apollo Micro Systems, BEML, Midhani, Bharat Electronics and Astra Microwave gained between 8% and 10% in Wednesday's intra-day trade.

Capital market stocks like Angel One, BSE, and CDSL surged up to 8 per cent after RBI deferred exposure norms to July 2026, easing near-term pressure on brokers

A key growth driver for the defence sector remains the robust pipeline of Acceptance of Necessity (AoN) approvals, which typically convert into orders over the next two to three years