Geopolitics, rupee weakness and volatile gas prices are clouding India's oil and gas outlook, even as low crude offers temporary relief to OMCs and CGD firms
ICICI Prudential reported steady VNB growth and stable margins in Q3FY26, with management guiding for stronger growth ahead, supporting the case for a stock re-rating
The hotel company will see a restructuring with the separation of asset ownership from the brand and reorganisation, which will create two complementary platforms
Godrej Consumer Products flags double-digit volume growth in Q3 FY26 as home care and soaps rebound, with margins set to recover on lower palm oil prices
With government capex growth moderating, investors will track Q3 order inflows and management guidance for signs of a private investment pick-up in capital goods
Extension of safeguard duties until April 2028 provides a price floor for domestic steel, but weak exports, new capacities and global pressures are likely to cap further upside
Samvardhana Motherson stock is up 17 per cent from November lows as brokerages point to the AutoElectric acquisition talks, rising content per vehicle and an $87 billion order book
Banks are likely to see better loan growth and margins in Q3FY26, with PSU lenders outperforming as credit costs ease, unsecured loan stress moderates and recoveries remain steady
Copper prices remain firm in 2025 amid supply disruptions, tariff risks and low inventories. With global demand rising Hindustan Copper is positioned to benefit from the structural upcycle
The BP-Stonepeak transaction has brought Castrol India into focus, but while margins, cash flows and brand strength remain robust, expensive valuations may restrain near-term gains
Weak power demand and surplus capacity cloud near-term prospects, but energy transition, nuclear reforms and grid upgrades offer long-term opportunities across India's power sector
Indian steelmakers may see weaker Q3FY26 margins, but Jindal Steel's capacity expansion, rising volumes and higher share of value-added products could aid recovery
A large HVDC order win, rising transmission capex and renewable energy push strengthen GE Vernova T&D's earnings outlook, but high valuations already price in much of the upside
MUFG Bank's Rs 39,620 crore preferential investment could lift Shriram Finance's capital ratios, support faster AUM growth and a rating upgrade, though RoE may dilute near term
Vedanta's stock rally is driven by a strong metal cycle, silver-led upside at Hindustan Zinc, aggressive capacity expansion and progress on its multi-entity demerger
