According to the shareholding pattern of top Indian IT companies, FIIs have trimmed their stake over the last one year amid growing fear that AI is causing significant disruption
Leading fastmoving consumer goods (FMCG) companies expect volumedriven growth to take centre stage in the next fiscal year, supported by easing inflation and stable commodity prices that have begun to ease pressure on margins. In the December quarter, leading FMCG companies reported mid- to high single-digit volume growth. On their latest earnings calls, the industry captains said the operating environment is turning more favourable after several quarters of volatility. Key inputs such as edible oils, wheat, copra and surfactants softened, and with macroeconomic tailwinds including GST rationalisation, higher MSPs and a healthy crop season, FMCG makers anticipate sustained demand recovery. Most players have already taken calibrated price hikes earlier in the fiscal year and now expect growth to be led by volumes rather than pricing. Some companies indicated they may pass on some benefits of lower input costs to consumers through offers, increased grammage or selective discounts, ev
Axis Securities has named Lupin, Aurobindo Pharma, Max, and Fortis as top picks, citing strong fundamentals, resilient growth drivers, and robust operational execution
Motilal Oswal believes demand is likely to recover with the onset of the holiday and wedding season, and has maintained a 'Buy' rating on VIP Industries & Safari Industries, citing a positive outlook
IT, banking, aviation take biggest hit in Q3; 73 of 96 firms already counting the cost
The brokerage expects PSBs to continue growing well until the first half of FY27 (H1FY27), but said private sector banks (PVBs) could outperform thereafter
The report found that 35 per cent of EdTech-using children were using GenAI for learning, while 51 per cent of EdTech-using teachers reported using GenAI for teaching and school-related activities
For Q4, the brokerage expects Marico to lead the HPC segment with around 20 per cent sales growth, followed by 9-10 per cent growth for Dabur India and Godrej Consumer Products
Among key trends, spirits companies such as Radico Khaitan Ltd. and United Spirits Ltd. continued to outperform beer major United Breweries Ltd. on volumes, JM Financial said
Stocks to buy: Axis Direct has recommended 'Buy' call on Kalpataru Projects International, RITES Ltd and Ahluwalia Contracts
Antique highlighted JSW Energy and Adani Power as its preferred picks, citing their strong execution visibility
The brokerage preference remains hotels over aviation and luggage within the travel and related consumption basket, reflecting stronger earnings visibility in hotels
Centrum Broking bets on Aptus and Home First Finance; the brokerage believes recent stock price corrections offering a potential entry opportunity
Defence stocks are in a momentum on a day when French President Emmanuel Macron is visiting India, raising hopes that India could seal a deal to buy more fighter jets
BSE, Angel One and MCX shares fell up to 10% after RBI revised capital market exposure norms. JM Financial says new rules favour banks but tighten funding for brokers
According to MOFSL, enterprise complexity, legacy systems and governance constraints could slow AI adoption, pushing productivity gains further out
Segment has outperformed the Nifty Auto index so far this year
Thus far in CY26, the Nifty Metal has been the best performing sectoral index that moved up around 10 per cent, ACE Equity data shows. In comparison, the Nifty 50 index lost nearly 1 per cent
Airfares to Colombo surge up to 50 per cent ahead of India-Pakistan clash on February 15, with hotel tariffs also moving up amid strong cricket-driven travel demand
As a strategy, Gaurang Shah, head investment strategist at Geojit Investments remains selectively bullish on the FMCG stocks on the back of a likely improvement in semi-urban and rural demand.