Industry Report

Systematix sees life insurance sector to gain post-GST cut; check top picks

The recent GST exemption on individual life insurance policies has emerged as a strong structural tailwind for the sector after a prolonged period of regulatory headwinds

Cement majors post double-digit volume growth in Q3, eye price recovery

Leading cement makers reported strong double-digit year-on-year growth in sales volumes during the December 2025 quarter, even as their realisations came under pressure. The companies remain optimistic of further improvement in demand and prices in the coming months, aided by benign inflation, supportive tax rationalisation measures and healthy infrastructure-led growth. Industry leaders, including UltraTech, Ambuja Cements, Shree Cement, Dalmia Bharat, JK Lakshmi Cement and JSW Cement, saw higher capacity utilisation and expansion in volumes. However, overall profitability was impacted by rising input costs, provisions under new labour codes and elevated prices of pet coke and coal. Despite these challenges, toplines were supported by premiumisation, improved product mix and higher non-trade sales. Apart from grey cement, companies also reported robust growth in their Ready Mix Concrete (RMC) business, which registered high double-digit expansion. Leading cement maker UltraTech .

US market remained a drag for Indian pharma in Q3 amid pricing pressure

The US market stayed a weak spot for Indian pharma companies in Q3FY26 amid sustained pricing pressure in generics, heightened competition and product-specific challenges

IT index down 9% in 4 days; at 3-mth low; what's making the Street nervous?

Cyient, Birlasoft, Cigniti Technologies, eClerx Services and Tata Technologies were down between 4 per cent and 6 per cent in Friday's intra-day trade.

Construction sector set for rebound; Ambit bets on GR Infra, PNC Infra

Within the sector, Ambit said its framework favours GR Infraprojects, citing superior diversification, large scale, and a strong executable order book

Motilal Oswal sector of the week: Top bank stocks to buy amid PSL push

Motilal Oswal Financial Services explains how priority sector lending is shifting from regulatory burden to earnings lever for banks and highlights HDFC Bank and Indian Bank as top stock picks

ITC, Godfrey Phillips, VST Ind slip up to 6% in 2 days on new cigarette tax

In two sessions, ITC shares declined over 5 per cent, Godfrey Phillips over 6 per cent and VST Industries over 3 per cent

Motilal Oswal picks Maruti Suzuki in OEMs, sees promise in M&M and TVS

According to MOFSL, the demand for vehicles has picked up across segments, buoyed by GST rationalisation, and remains strong even post the festive season

​STT hike in F&O may dent FII flows; trading volumes may thin: Analysts

STT kike will be a headwind for capital-market-linked stocks. With derivatives volumes already shrinking in recent months, the hike, analysts say, may further their pressure near-term earnings.

State Bank of India, HDFC Bk, ICICI Bk shares have more upside, finds study

S&P Global Market Intelligence data compiled on January 21 shows that three Indian banks account for a major share of regional upside potential, even as several peers trade closer to fair value.

India-EU FTA: Competition threat 'overblown' for Indian auto, say analysts

India-EU FTA may lift export potential for Indian automakers with limited import risk, analysts say

Analysts bet on KPR Mills, S.P Apparels as India-EU FTA opens export runway

Textile stocks to buy: Analysts say the India-EU FTA could boost Indian textile exports by cutting EU tariffs to zero. Here are key beneficiaries

India-EU trade deal: Exports to double; tariff reductions on 96% goods

The trade deal, which is being called the 'mother of all deals', will strengthen economic and political ties between the world's second and fourth largest economies

Offers of Venezuelan oil limited, most going to US, say Indian refiners

Indian refiners say only small volumes of Venezuelan crude are being offered as most supplies are directed to the United States

India land area transacted rises in 2025 despite slight drop in deals

Overall, at least 126 land deals involving over 3,772 acres were sealed across the country in 2025, compared with 133 deals spanning 2,514 acres in 2024

Real estate stocks face January chill as index sinks 10%; time to buy?

Nifty Realty index correction: The fall in real estate stocks comes after two years of rally that saw the Nifty Realty index climb 34.39 per cent in 2024 and 81.34 per cent in 2023

MOFSL recommends these two steel stocks to buy amid strong domestic demand

India's steel sector is set to outperform globally, driven by strong domestic demand, safeguard duties and capacity expansion. Motilal Oswal picks JSW Steel, Tata Steel

Analysts bullish on Federal Bank as growth to sustain under new leadership

Emkay Global Research, JM Financial, and Elara Capital hiked target price of Federal Bank.

Chhattisgarh redraws industrial growth map with focus beyond Raipur

Since November 2024, the state has issued 219 investment commitments valued at ₹7.83 trillion

Budget 2026: Here are key challenges in electronics & semiconductor sector

Electronics & SemicIndia's electronics and semiconductor ambitions face hurdles such as high capital costs, talent gaps and weak value-chain presence