he brokerage has picked NTPC as its top bet in the sector, followed by JSW Energy and Power Grid, while Adani Green, Adani Power, and Adani Energy Solutions are placed lower in its pecking order
Dividend stocks: Among the companies, Sanofi Consumer Healthcare India has announced the highest final dividend of ₹75 per share, with June 19, 2026, fixed as the record date
Analysts attributed the sustained weakness in the Nifty IT index to broad-based pressure in global technology stocks, cautious sentiment over slower US tech spending, and rising geopolitical tensions
Honasa Consumer has shown a strong recovery after testing its all-time low near ₹200 in February 2025, with the stock nearly doubling from those levels
Separately, Hindustan Zinc informed the exchanges that it has signed a memorandum of understanding (MoU) with Sulfozyme Agro under its flagship Zinc Industrial Park initiative at Khankhala, Rajasthan
JM Financial remains bullish on Aegis Logistics for growth and profitability, while MOFSL stays neutral, citing valuation and demand concerns despite strong earnings.
CMR Green Technologies shares kickstarted their maiden trading session on the BSE at ₹275.40 apiece, reflecting a premium of ₹83.40, or 43.44 per cent, over the issue price of ₹192 per share
According to the company's regulatory filing, Wipro's board has approved the repurchase of up to 60 crore fully paid-up equity shares with a face value of ₹2 each.
With a balanced east-west coast presence and expanding inland logistics, analysts believe it is well placed to benefit from India's push for multimodal integration and port-led industrial growth
Jefferies' top picks include Siemens Energy (SE), Hitachi Energy (Hitachi), Hindustan Aeronautics (HAL), Bharat Electronics (BEL), KEI Industries, and Larsen & Toubro (L&T)
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
