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The Compass

Export demand, margins of tile sector likely to take a hit in Q4 FY26

Ceramic tiles

The tile industry could see drops in production and drastic margin compression, as energy costs, which are usually 20-25 per cent of net sales, could spike enormously

Market Voice

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Risk-reward ratio favorable for long-term investors: Rahul Singh, Tata AMC

RAHUL SINGH

Strategy for 2026, he said, is shifting toward sectors with a probable growth visibility such as Banking, Consumer, Resources and Manufacturing.

Market Lens

US-Iran war puts ₹70,000 cr dent in LIC's portfolio; banks, L&T worst hit

Life Insurance Corporation

Holdings in SBI, ICICI Bank and HDFC Bank accounted for more than one-fifth of the losses for Life Insurance Corporation of India; while L&T alone created a 11 per cent dent, shows ACE Equity data.

Industry Report

Nomura retains confidence in Indian steel cos; Tata, JSW among top picks

Among sector players, Nomura has maintained Buy recommendations on Tata Steel with a target price of ₹220 per share, JSW Steel at ₹1,340, Jindal Steel at ₹1,280, and Lloyds Metals & Energy at ₹1,600

Stocks that are trending in Steel industry

Stock Name

LTP

Stock Analysis

HKC JV approval removes overhang, may boost Dixon Technologies' margins

Dixon Technologies shares surged after MeitY approved its joint venture with HKC Overseas to manufacture display modules, with analysts expecting improved margins and value addition