Industry Report

Rate sensitive shares trade mixed post RBI policy; NBFC's rally up to 4%

Bajaj Finance, Shriram Finance, Cholamandalam Investment, REC and Power Finance Corporation were up between 2.5 per cent 4 per cent in intra-day deals on Friday.

Citi bets on electric equipment makers; picks Hitachi, GE Vernova, CG Power

Citi estimates that HVDC-related investments represent an opportunity of around ₹1.6 trillion as India works toward integrating 900 GW of renewable energy capacity by FY36.

Auto stocks to buy: Analysts back Maruti, TVS, M&M, TaMo after May sales

May 2026 auto sales show strong PV and tractor demand but softer 2W and CV trends. Analysts favour Maruti Suzuki, TVS Motor, M&M and Tata Motors

JBM Auto, Olectra rise up to 7%; what's driving investors' interest?

JBM Auto and Olectra Greentech shares surged after Cabinet approved ₹9,585 crore scheme, offering financial incentives to bus and truck fleet owners to transition to cleaner fuels or EVs

Nifty IT snaps 3-day rally, tumbles 6%; TCS, LTM tank up to 9%; here's why

IT stocks witnessed heavy selling pressure on Wednesday tracking overnight losses in technology shares in the US market. Indian ADRs cracked up to 8%.

Nifty IT valuation at 20x PE: Is it time to be greedy in IT stocks?

As Nifty IT trades below historical valuations despite record earnings, Apurva Sheth explores whether India's IT sector is nearing a major turnaround opportunity

Real estate stocks to buy in FY27: Analysts favour Lodha, DLF, Sobha

Analysts expect Indian real estate growth to slow in FY27, but see opportunities in Lodha, Sobha, Mahindra Lifespace, DLF and Prestige Estates amid healthy demand for project launches

Nifty IT extends winning streak to 3rd day, up 3%; TCS, Infosys lead gains

In the past three sessions, the Nifty IT index has climbed as much as 6 per cent, while the Nifty index has declined 2.50 per cent.

Motilal Oswal sector of the week: AMC; here's why ICICI AMC is top pick

ICICI Prudential AMC remains well-positioned to benefit from rising retail participation, strong SIP traction and expanding market share across equity, hybrid and passive segments.

Nifty FMCG index sheds 2%; Dabur slips 4%; ITC, Britannia hit 52-week lows

In the past one month, the FMCG index has underperformed the market, by falling 5 per cent, as against 2.3 per cent decline in Nifty 50.

Nifty Bank down 1%; Why SBI, ICICI Bank, Axis Bank, PNB shares fell today

Bank stocks fell on Monday, June 1, on rising oil prices and bond yields. Analysts, however, remain positive on the sector outlook on healthy credit growth outlook

Textile stocks rally on import duty relief; Arvind up 6%, hits 52-week high

The move is expected to offer much-needed relief to the textile industry, with investors betting that the duty suspension will ease input cost pressures for manufacturers

SaaSpocalypse unlikely as guidance, EPS robust despite AI fears: CLSA

CLSA found that most SaaS companies have either maintained or increased their revenue and margin guidance for the upcoming fiscal year and beaten consensus EPS

Demand brightens the outlook for paint majors on strong Q4 performance

Strong demand, premium product mix and easing competition boosted paint makers' March-quarter performance, though the impact of price hikes on future volumes remains a key monitorable

Nifty IT jumps 2.5%; why are Infosys, Wipro, TCS, Coforge up today?

Today's sharp outperformance in the IT sector was driven by overnight rally in tech stocks on the Wall Street and company-speciific developments back home.

Power stocks surge on strong order books, demand outlook and earnings

Shares of power companies surged as investors cheered strong order books, renewable energy demand and robust earnings visibility across the sector

Strong fundamentals drive hospital stocks rally in 2026; check top picks

Analysts say that the market is rewarding hospital companies not merely as defensive plays, but as scalable consumption businesses with strong pricing power, rising cash flows & long growth visibility

City Gas Distribution stocks rally on CNG price hike; IGL jumps 5%, MGL 3%

Following the latest revision effective from 6 AM on May 26, the price of CNG in Delhi has increased to ₹83.09 per kg from ₹81.09 earlier

Motilal Oswal sector of the week: Internet; here's why Eternal is top bet

Over the past two years, the industry has moved decisively toward ticket monetisation, with tickets now contributing roughly 50-70 per cent of event revenues compared to 10-30 per cent earlier

AI deals are rising, but earnings lag: What lies ahead for Indian IT stocks

Indian IT stocks have fallen up to 34 per cent in 2026 as AI disrupted outsourcing model. Analysts remain cautious on FY27 outlook. They prefer TCS, Infosys, HCLTech, Coforge