Going ahead, analysts expect natural gas prices to stay elevated in the backdrop of developments in West Asia. In March alone, prices of natural gas have climbed 16 per cent to $3.277/MMBtu
Analysts are positive on AC stocks amid strong summer demand outlook, though they caution that LPG/PNG shortages and rising input costs could impact production in near-term
LPG shortage triggered by Strait of Hormuz disruption is forcing QSR kitchens to shut or cut menus. Analysts say earnings may take a hit in Q4FY26 but advise investors not to panic
LPG supply disruption could slow Zomato and Swiggy order volumes as restaurants cut operations. Motilal Oswal expects a temporary impact on food delivery growth
AI could transform NBFC lending and drive faster growth, according to Nomura. The brokerage has initiated coverage on Piramal Finance, L&T Finance, Tata Capital and HDB Financial.
Competition in affordable home loans intensified as industry players are waiving login fees to drive volumes, even as the sector's risk appetite remains elevated
Banking stocks witnessed a sharp decline today as West Asia conflict raised oil-linked inflation risks. Nifty Bank index fell 1.8 per cent on the NSE led by Axis Bank, HDFC Bank, and ICICI Bank
Analysts at Anand Rathi see strong long-term growth in India's renewable energy sector. They have initiated coverage on Emmvee Photovoltaics with 'Buy' and Vikram Solar with 'Hold' ratings
In February, Lemon Tree Hotels shares plunged 16 per cent, Chalet Hotels tanked 14 per cent, Indian Hotels Company (IHCL) slipped 5 per cent and ITC Hotels fell 8 per cent
Systematix continues to prefer Berger Paints India, highlighting its consistent growth outperformance and momentum across both decorative and industrial segments
The tile industry could see drops in production and drastic margin compression, as energy costs, which are usually 20-25 per cent of net sales, could spike enormously
Among sector players, Nomura has maintained Buy recommendations on Tata Steel with a target price of ₹220 per share, JSW Steel at ₹1,340, Jindal Steel at ₹1,280, and Lloyds Metals & Energy at ₹1,600
With AI concerns continuing to put pressure on Indian IT stocks, analysts at HSBC expect Infosys and HCLTech's FY27 guidance could be the key catalyst for the sector
UBS' Global Oil team has also raised their near-term oil price forecasts, Q1-26E to $71/bbl (around $80/bbl for March), and the average for 2026 to $72/bbl
The rally in sugar stocks followed a sharp spike in crude prices, with brent rising above $115 per barrel amid escalating tensions involving the US, Israel, and Iran
