Nikita Vashisht

LNG crisis bigger risk than oil; earnings may fall over 4%: Shriram AMC

Analysts at Shriram AMC warn that LNG supply disruption due to the Iran war may hurt India Inc earnings more than crude oil shortages

Voltas, Blue Star, LG: Will the LPG crisis weigh on air conditioner stocks?

Analysts are positive on AC stocks amid strong summer demand outlook, though they caution that LPG/PNG shortages and rising input costs could impact production in near-term

QSR stocks in a soup on LPG shortage: Don't sell in a panic, say analysts

LPG shortage triggered by Strait of Hormuz disruption is forcing QSR kitchens to shut or cut menus. Analysts say earnings may take a hit in Q4FY26 but advise investors not to panic

LPG shortage may hurt food delivery order growth in Q4FY26: Motilal Oswal

LPG supply disruption could slow Zomato and Swiggy order volumes as restaurants cut operations. Motilal Oswal expects a temporary impact on food delivery growth

Nomura bets on AI-led NBFC growth; Piramal, LT Fin, Tata Capital rated Buy

AI could transform NBFC lending and drive faster growth, according to Nomura. The brokerage has initiated coverage on Piramal Finance, L&T Finance, Tata Capital and HDB Financial.

Bank stocks fall as Iran war fuels inflation fears, Nifty Bank drops 2%

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

Anand Rathi bullish on renewables; starts coverage on Emmvee, Vikram Solar

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

IndiGo share price rises 2% after CEO resignation; Jefferies flags risks

InterGlobe Aviation shares gained today even as CEO Pieter Elbers stepped down. Analysts say operational stability and Iran conflict remain key monitorables ahead

Iran war boosts gold, silver appeal; Tata MF advises staggered buying

Tata Mutual Fund advises staggered investment in gold and silver as the Iran conflict fuels geopolitical uncertainty and strengthens safe-haven demand

HDB Financial gets 'Buy' rating from ICICI Sec; target ₹900, 34% upside

ICICI Securities has initiated coverage on HDB Financial with a 'Buy' rating and a target of ₹900. The brokerage cites strong parentage of HDFC Bank and robust NBFC growth outlook as key triggers

BNP Paribas sees up to 83% upside in Eternal, Swiggy; says buy the dip

Analysts at BNP Paribas said Eternal and Swiggy shares are attractive after the correction, projecting strong upside in stocks, as AI disruption and competition risks appear overstated

Infosys, HCL Tech FY27 guidance may steer IT stocks amid AI fears: HSBC

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

United Spirits, UBL top picks after Karnataka alcohol policy: Analysts

Karnataka's new alcohol policy may benefit United Spirits and United Breweries as tax reforms and pricing flexibility could drive premiumisation, analysts said

Oil above $100 may trigger 10% Nifty correction, drag P/E to 18x: ICICI Sec

Brent crude oil has topped the $100-mark which may trigger a 10 per cent fall in Nifty, warns ICICI Securities. Rising oil prices could widen India's trade deficit and push inflation higher

FMCG stocks fall as rising commodity prices threaten margins: Nomura

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

HUL, Nestle India show why MNCs should list India units: ICICI Sec explains

ICICI Securities says Indian units of global firms like HUL and Nestle India command premium valuations, making domestic listings a value unlocking strategy

Is AWL Agri Business share price near bottom? Analysts share outlook

AWL Agri has cracked 80% from its peak, and registered 16 new life-time lows this year, after the stock dipped below its listing day low on Jan 9. The previous record low was ₹227, hit on Feb 8, 2022.

West Asia war: RIL to benefit, OMCs, CGDs may face margin hit, says Nomura

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

Crompton Greaves outperforms in weak market; Motilal Oswal sees 40% upside

Motilal Oswal sees 40 per cent upside in Crompton Greaves share price. The brokerage has a 'Buy' rating on stock noting premium fan growth, solar expansion, and entry into wires segment as key drivers

Iran war may disrupt chemical supply chains; stay stock selective: Emkay

Iran-Israel-US war may disrupt chemical supply chains and raise prices, says Emkay Global. Brokerage advises investors to pick chemical stocks with lower Middle East exposure