Industry Report

Why have HPCL, BPCL, IOC dipped despite fuel price hike? Analysts explain

Public sector OMCs, including Indian Oil, BPCL, and HPCL, have been incurring losses of about ₹20 per litre on petrol and nearly ₹100 per litre on diesel due to elevated global crude prices

Sugar export ban hits Dwarikesh, Balrampur Chini and others; stocks fall 4%

Sugar stocks including, Dwarikesh Sugar, and Balrampur Chini fell up to 4 per cent in trade after the government prohibited sugar exports with immediate effect until September 30.

Gold duty hike hits jewellery stocks: Kalyan, Senco Gold fall up to 6%

Govt hikes gold import duty: The move triggered selling in jewellery stocks, including Kalyan, Senco Gold, Titan. On the contrary, shares of Manappuram Fin, Muthoot Fin, and IIFL Finance rose up to 7%

Metal stocks shine in weak market: Hind Zinc, Vedanta up 4%; top picks here

Analysts said that the metal space is again a renewed strength after a healthy consolidation phase. They said that strong metal prices will help support or boost the company's profits going forward.

Nifty IT index slumps 3% as OpenAI announces launch of Deployment Company

Nifty IT index has fallen nearly 25 per cent year-to-date, compared with an 8.85 per cent decline in the benchmark Nifty50

Motilal Oswal sector of the week: Auto; here's why TVS Motor is top bet

Motilal Oswal sector of the week: TVS Motor's long-term growth is driven by consistent market share gains across domestic and export markets, strong product portfolio and expanding EV presence

Midcaps outperform Nifty50; check top stock picks for your portfolio

While describing midcaps as a stock-specific universe, analysts attributed the outperformance to healthy valuation normalisation in the segment over the past few quarters

Hotel stocks slide up to 5% on PM remarks; analysts optimistic, back IHCL

Hotel stocks: Analysts said that domestic travel has remained strong, supported by hotels reporting solid bookings in advance and a consistent rise in their RevPAR.

Oil & Gas stocks tumble as crude regains $105; MGL, IGL, BPCL drop up to 4%

Among the index constituents, Mahanagar Gas fell around 4.5 per cent, followed by IOCL, BPCL, Adani Total Gas, HPCL, Petronet LNG, Chennai Petroleum, and GAIL down over 2 per cent each

Strong revenue growth for Titan, but adverse mix continues to dent margins

Titan and Kalyan Jewellers posted strong Q4 revenue growth driven by jewellery demand, though rising bullion sales and gold prices weighed on margins

Citi bets on power utilities; picks NTPC, Tata Power amid capex upcycle

Citi has recommended a 'Buy' rating on NTPC for a target price of ₹485, Tata Power for a target of ₹525, Power Grid for a target of ₹380, and JSW Energy for a target of ₹650.

Nifty Auto index soars 3%; Hero MotoCorp, M&M, Ashok Leyland rally up to 4%

Despite prevailing global uncertainties, Indian automakers continued to post robust dispatch volumes in April 2026

Will El Niño spoil tractor party? M&M, Escorts Kubota, others in focus

Among sectoral names, analysts continue to prefer Mahindra & Mahindra due to its diversified earnings profile

Aviation stocks rally on ECLGS 5.0 relief; IndiGo, SpiceJet rise up to 8%

IndiGo, SpiceJet shares gained on Wednesday after govt approved ECLGS 5.0 to support airlines amid West Asia crisis. Analysts said fuel costs, traffic slowdown remain key risks for the aviation sector

Motilal Oswal sector of the week: Consumer; Marico, Radico Khaitan top bets

The consumer sector now faces a delicate balance between sustaining demand and protecting profitability, with inflation once again emerging as the key swing factor

West Bengal polls: BJP win may reshape power sector, says JM Financial

The most immediate impact of a BJP government in West Bengal could be felt by Calcutta Electric Supply Corporation (CESC), which operates as the sole electricity distributor in Kolkata

Auto stocks gain on strong April sales; Maruti Suzuki up 5%, Bajaj Auto 3%

Maruti Suzuki jumped around 5 per cent, followed by Bajaj Auto up by 4 per cent, and Hero Moto Corp up by 2.05 per cent

OMCs under pressure as crude tops $126; Nifty Oil & Gas index slips 1.6%

Market analysts attributed the sharp spike in crude oil prices to supply disruptions amid concerns that output from key West Asia producing regions may remain constrained for longer

BSE, MCX shine with triple digit returns; analysts warn of F&O growth risks

In the last three years, BSE has delivered a staggering 2,157 per cent return and MCX surging 844 per cent.

Nifty Auto climbs nearly 3%; Maruti Suzuki results buoy sector sentiment

The index climbed as much as 2.69 per cent to hit an intraday high of 26,484, with buying fuelled by favourable management commentary from the country's largest carmaker, Maruti Suzuki India