In the past one month, these stocks have underperformed the market by falling between 11 per cent and 13 per cent, as against 5 per cent decline in the BSE Sensex.
For OMCs, analysts suggest the fall in stock prices reflects, to some extent, the pain on account of higher crude oil prices that surged past the $100 a barrel (bbl) mark
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
QSR and food delivery stocks, including Jubilant FoodWorks, Devyani International & Eternal fell as LPG shortage forced restaurants and hotels to shut kitchens across cities like Mumbai and Bengaluru
With expectation of urban demand recovery, analysts at Motilal Oswal Financial Services said they need to see if January trends for QSR companies are sustaining.
Meanwhile, shares of the food delivery platform companies Swiggy and Eternal (formerly Zomato) were down 3 per cent and 2 per cent, respectively on Thursday.
Brokerages remain positive on Devyani International after the Board's approval of Sapphire Foods merger, citing scale benefits, cost synergies and stronger QSR economics
Merger with Sapphire Foods will create a unified Yum! India franchise, while Devyani's non-Yum brands and acquisitions are expected to support topline growth
Stocks to watch today, Friday, January 2, 2026: Market participants will keep an eye on Railtel Corporation of India, Sapphire Foods, and Vodafone India share prices in Friday's session.