Industry Report

PL Capital said flows have shifted away from sectoral/thematic and large-cap funds towards flexi-cap, mid-cap, small-cap and multi-asset categories.

MOFSL highlighted JSW Steel and Tata Steel as its top picks, noting that companies with stronger cost positions, captive raw materials and greater value-added exposure should be better positioned to d

The ministry has also asked OEMs to make customers more aware of FFVs, as sales have not picked up to the expected level

Cement capacity additions are expected to outpace demand growth in FY27 and FY28, potentially lowering utilisation and putting pressure on prices in some regions

However, industry experts do not view the moderation as a structural reversal in demand.

Beyond the core earnings trajectory, clarity on the tenure and succession plans of chief executives at large financial institutions will also be important for the sector, analysts said.

India's per-capita ice cream consumption stands at approximately 1 to 1.6 litres per year, well below global averages of 2.5 to more than 15 litres in Western markets.

OMCs are losing ₹5 a litre on petrol and ₹23 on diesel as Brent crude crosses $100 a barrel, while escalating US-Iran tensions add to India's energy supply risks

Brent Crude oil last traded above the $100 mark on May 25, 2026, before Wednesday; since then select stocks from the Nifty Oil & Gas index soared up to 82%, while two declined over 10%, shows data.

VinFast climbs to 4th, Hyundai's registrations more than double

The government has approved a proposal to purchase about ₹1.1 trillion worth of military materiel, with 98 per cent of procurements to be made from Indian companies.

Pharma sales value rose to Rs 23,272 crore in August, driven by new introductions and double-digit growth in key acute and chronic therapies, even as volume growth slowed

To offset higher gold costs, retailers are focusing on exchange, lower price points

Nuvama said UltraTech's scale ambition could intensify industry competition and its aggressive posturing on capacity, portfolio, and distribution could drive an interim de-rating for C&W industry

The gains in bank stocks come against a backdrop of a sharp surge in foreign-currency inflows, which has boosted liquidity across the banking system.

IndiGo and Air India Express together account for 15 per cent of West Asia's LCC seat capacity, despite Indian carriers operating only international flights

India's large hospital chains are investing ₹40,000 crore to add beds, but the expansion will meet only a fraction of the country's healthcare needs

Analysts attribute the decline in most jewellery stocks to profit booking by investors and an appeal by PM Modi to avoid buying gold if not needed.

MOFSL said that NBFC asset quality has emerged as the biggest positive surprise, with improved collections and moderated fresh slippages after nearly two years of stress.

Share price of Balrampur Chini Mills, one of the largest sugar producers in India, surged 13% to ₹738 on the BSE on the back of three-fold jump in the average trading volume.