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
Karnataka's new alcohol policy may benefit United Spirits and United Breweries as tax reforms and pricing flexibility could drive premiumisation, analysts said
Nifty FMCG index dropped 2.4 per cent today as commodity prices rise amid Iran war. Nomura warned that higher input costs could hurt margins of HUL, GCPL and Colgate Palmolive in Q1FY27
On the positive side, the CV demand outlook from Volvo Group, Elara said, has been upgraded, with the company now expecting growth of 2.9 per cent in Europe and 2.7 per cent in the US in CY26
The brokerage in its note highlighted that the global defence sector has entered a structurally elevated growth phase, driven by persistent geopolitical conflicts
Iran war impact: Nomura sees windfall gains for refiners like RIL but margin squeeze for Indian Oil, BPCL and HPCL amid rising crude and gas disruptions
