Industry Report

STT kike will be a headwind for capital-market-linked stocks. With derivatives volumes already shrinking in recent months, the hike, analysts say, may further their pressure near-term earnings.

S&P Global Market Intelligence data compiled on January 21 shows that three Indian banks account for a major share of regional upside potential, even as several peers trade closer to fair value.

India-EU FTA may lift export potential for Indian automakers with limited import risk, analysts say

Textile stocks to buy: Analysts say the India-EU FTA could boost Indian textile exports by cutting EU tariffs to zero. Here are key beneficiaries

The trade deal, which is being called the 'mother of all deals', will strengthen economic and political ties between the world's second and fourth largest economies

Indian refiners say only small volumes of Venezuelan crude are being offered as most supplies are directed to the United States

Overall, at least 126 land deals involving over 3,772 acres were sealed across the country in 2025, compared with 133 deals spanning 2,514 acres in 2024

Nifty Realty index correction: The fall in real estate stocks comes after two years of rally that saw the Nifty Realty index climb 34.39 per cent in 2024 and 81.34 per cent in 2023

India's steel sector is set to outperform globally, driven by strong domestic demand, safeguard duties and capacity expansion. Motilal Oswal picks JSW Steel, Tata Steel

Emkay Global Research, JM Financial, and Elara Capital hiked target price of Federal Bank.

Since November 2024, the state has issued 219 investment commitments valued at ₹7.83 trillion

Electronics & SemicIndia's electronics and semiconductor ambitions face hurdles such as high capital costs, talent gaps and weak value-chain presence

In a note starting coverage on USL with a 'Buy' rating & target of ₹1,650, Nomura said the sector is seeing a paradigm change as consumers move away from 'drinking more' to 'drinking better'.

Hiring activity rose 15 per cent year-on-year and 5 per cent sequentially in December 2025, indicating the job market is moving from a cautious recovery phase to measured expansion, a report said on Tuesday. Artificial intelligence emerged as the defining hiring force of the year, with 2,90,256 AI-linked roles posted in 2025. India's job market closed 2025 with renewed confidence, with hiring activity rising by 5 per cent month-on-month and 15 per cent year-on-year, signalling a clear shift from cautious recovery to measured expansion, according to the Insights Tracker report by foundit (formerly Monster APAC and ME). This momentum is set to accelerate further, with AI hiring projected to grow 32 per cent year-on-year in 2026 to nearly 3.8 lakh roles, the report added. "2025 was both a year of expansion and discipline in hiring. AI is no longer experimental; it is central to workforce planning. In 2026, hiring will be increasingly skills-led, mid-career-focused, and spread across b

The brokerage said INR depreciation of about 6% Y-o-Y in Q3 has weighed on margins of OMCs and CGD players, partly offsetting the benefit of softer crude oil prices.

Structurally, the sector is evolving toward more diversified portfolios, tighter underwriting standards, and a renewed focus on sustainable growth rather than aggressive expansion

The Chinese finance ministry has recently announced the removal of value-added tax (VAT) export rebates on suspension PVC (SPVC), which will be effective from April this year

The report added that operating margins are expected to remain steady at 27 to 28 per cent as these institutions will incur higher staff salaries and other related costs

Systematix has set a target price of ₹1,840 for VA Tech Wabag, implying an upside of 53 per cent, and ₹346 for Enviro Infra Engineers, indicating an 83 per cent potential gain

The growth, according to analysts Venkatesh Balasubramaniam, Shanay Mehta and Shalin Choksy, will be led by IT services, automobiles, metals & mining, telecom and industrials