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Industry Report

Axis Sec sees upside in pharma, hospitals; Lupin, Aurobindo among top bets

Axis Securities has named Lupin, Aurobindo Pharma, Max, and Fortis as top picks, citing strong fundamentals, resilient growth drivers, and robust operational execution

Updated On: 20 Feb 2026 | 10:01 AM IST

Luggage demand to recover in 1HFY27: Motilal Oswal; VIP, Safari top picks

Motilal Oswal believes demand is likely to recover with the onset of the holiday and wedding season, and has maintained a 'Buy' rating on VIP Industries & Safari Industries, citing a positive outlook

Updated On: 20 Feb 2026 | 9:34 AM IST

New labour codes raise Nifty 100 firms' wage bills by ₹17.6K crore

IT, banking, aviation take biggest hit in Q3; 73 of 96 firms already counting the cost

Updated On: 20 Feb 2026 | 8:13 AM IST

Pvt banks to outperform PSBs post H1FY27: PL Capital; bets on SBI, ICICI Bk

The brokerage expects PSBs to continue growing well until the first half of FY27 (H1FY27), but said private sector banks (PVBs) could outperform thereafter

Updated On: 20 Feb 2026 | 8:13 AM IST

Over 66% parents, teachers say EdTech AI use amplifies risks: Report

The report found that 35 per cent of EdTech-using children were using GenAI for learning, while 51 per cent of EdTech-using teachers reported using GenAI for teaching and school-related activities

Updated On: 19 Feb 2026 | 8:01 PM IST

F&B players to sustain outperformance; Britannia, Marico top picks: JM Fin

For Q4, the brokerage expects Marico to lead the HPC segment with around 20 per cent sales growth, followed by 9-10 per cent growth for Dabur India and Godrej Consumer Products

Updated On: 19 Feb 2026 | 11:28 AM IST

Alco-bev premiumisation intact in Q3; Radico top pick for JM Financial

Among key trends, spirits companies such as Radico Khaitan Ltd. and United Spirits Ltd. continued to outperform beer major United Breweries Ltd. on volumes, JM Financial said

Updated On: 19 Feb 2026 | 9:20 AM IST

RITES, Kalpataru Projects, Ahluwalia Contracts: 3 stk ideas by Axis Direct

Stocks to buy: Axis Direct has recommended 'Buy' call on Kalpataru Projects International, RITES Ltd and Ahluwalia Contracts

Updated On: 19 Feb 2026 | 6:30 AM IST

Power demand rebounds in Jan; Antique bullish on JSW Energy, Adani Power

Antique highlighted JSW Energy and Adani Power as its preferred picks, citing their strong execution visibility

Updated On: 18 Feb 2026 | 1:45 PM IST

Why Ambit prefers hotel stocks over aviation and luggage? Leela top bet

The brokerage preference remains hotels over aviation and luggage within the travel and related consumption basket, reflecting stronger earnings visibility in hotels

Updated On: 18 Feb 2026 | 12:32 PM IST

Affordable Housing Finance a compelling long-term story, says Centrum

Centrum Broking bets on Aptus and Home First Finance; the brokerage believes recent stock price corrections offering a potential entry opportunity

Updated On: 18 Feb 2026 | 8:46 AM IST

Why defence stocks are rising in trade today? Astra Microwave gets 'Buy'

Defence stocks are in a momentum on a day when French President Emmanuel Macron is visiting India, raising hopes that India could seal a deal to buy more fighter jets

Updated On: 17 Feb 2026 | 3:38 PM IST

Why did BSE, Angel One, MCX shares fall up to 10% after RBI funding norms?

BSE, Angel One and MCX shares fell up to 10% after RBI revised capital market exposure norms. JM Financial says new rules favour banks but tighten funding for brokers

Updated On: 16 Feb 2026 | 10:56 PM IST

AI threat to Indian IT stocks? Motilal Oswal explains road head for sector

According to MOFSL, enterprise complexity, legacy systems and governance constraints could slow AI adoption, pushing productivity gains further out

Updated On: 16 Feb 2026 | 8:57 AM IST

Strong Q3 show, trade deals drive gains for auto-component stocks

Segment has outperformed the Nifty Auto index so far this year

Updated On: 15 Feb 2026 | 10:03 PM IST

Nifty Metal falls 3% as investors book profit; buy the dips, say analysts

Thus far in CY26, the Nifty Metal has been the best performing sectoral index that moved up around 10 per cent, ACE Equity data shows. In comparison, the Nifty 50 index lost nearly 1 per cent

Updated On: 13 Feb 2026 | 10:41 PM IST

Flight fares rise 50% as fans head to Colombo for India-Pakistan match

Airfares to Colombo surge up to 50 per cent ahead of India-Pakistan clash on February 15, with hotel tariffs also moving up amid strong cricket-driven travel demand

Updated On: 13 Feb 2026 | 7:25 AM IST

Nifty FMCG index tanks 6% in 2026; analysts remain selective on stocks

As a strategy, Gaurang Shah, head investment strategist at Geojit Investments remains selectively bullish on the FMCG stocks on the back of a likely improvement in semi-urban and rural demand.

Updated On: 12 Feb 2026 | 10:58 PM IST

Trade deals, capex push boost India's aero, defence outlook: Goldman Sachs

Goldman Sachs highlighted three major tailwinds for the sector, including an 18 per cent Y-o-Y increase in capital procurement in the Union defence budget for FY27, and the proposed India-EU FTA

Updated On: 12 Feb 2026 | 11:38 AM IST

Indigo, A-I, SpiceJet say FDTL norms 'more restrictive' than global norms

The Federation of Indian Airlines, representing IndiGo, Air India and SpiceJet, has told the DGCA that the draft rules should focus on flight duty period instead of flight time

Updated On: 12 Feb 2026 | 7:33 AM IST