Industry Report

The geopolitical backdrop, analysts believe, continues to provide a structural tailwind, as the conflict in the Middle East has reinforced defence budget urgency across GCCs

Thus far in the calendar year 2026, the market price of TCS tanked 33 per cent, as compared to 11.5 per cent fall in the Nifty 50.

Analysts expect room rates to improve in the upcoming quarters as the impact of the West Asia crisis may normalise

Bajaj Finance, Shriram Finance, Cholamandalam Investment, REC and Power Finance Corporation were up between 2.5 per cent 4 per cent in intra-day deals on Friday.

Citi estimates that HVDC-related investments represent an opportunity of around ₹1.6 trillion as India works toward integrating 900 GW of renewable energy capacity by FY36.

May 2026 auto sales show strong PV and tractor demand but softer 2W and CV trends. Analysts favour Maruti Suzuki, TVS Motor, M&M and Tata Motors

JBM Auto and Olectra Greentech shares surged after Cabinet approved ₹9,585 crore scheme, offering financial incentives to bus and truck fleet owners to transition to cleaner fuels or EVs

IT stocks witnessed heavy selling pressure on Wednesday tracking overnight losses in technology shares in the US market. Indian ADRs cracked up to 8%.

As Nifty IT trades below historical valuations despite record earnings, Apurva Sheth explores whether India's IT sector is nearing a major turnaround opportunity

Analysts expect Indian real estate growth to slow in FY27, but see opportunities in Lodha, Sobha, Mahindra Lifespace, DLF and Prestige Estates amid healthy demand for project launches

In the past three sessions, the Nifty IT index has climbed as much as 6 per cent, while the Nifty index has declined 2.50 per cent.

ICICI Prudential AMC remains well-positioned to benefit from rising retail participation, strong SIP traction and expanding market share across equity, hybrid and passive segments.

In the past one month, the FMCG index has underperformed the market, by falling 5 per cent, as against 2.3 per cent decline in Nifty 50.

Bank stocks fell on Monday, June 1, on rising oil prices and bond yields. Analysts, however, remain positive on the sector outlook on healthy credit growth outlook

The move is expected to offer much-needed relief to the textile industry, with investors betting that the duty suspension will ease input cost pressures for manufacturers

CLSA found that most SaaS companies have either maintained or increased their revenue and margin guidance for the upcoming fiscal year and beaten consensus EPS

Strong demand, premium product mix and easing competition boosted paint makers' March-quarter performance, though the impact of price hikes on future volumes remains a key monitorable

Today's sharp outperformance in the IT sector was driven by overnight rally in tech stocks on the Wall Street and company-speciific developments back home.

Shares of power companies surged as investors cheered strong order books, renewable energy demand and robust earnings visibility across the sector

Analysts say that the market is rewarding hospital companies not merely as defensive plays, but as scalable consumption businesses with strong pricing power, rising cash flows & long growth visibility