Page 10 - Industry Report

US tariffs jolt bank stocks; Are HDFC Bank, ICICI, IndusInd Bank at risk?

Bank stocks extended losses as Nifty Bank index slipped 7% from its July peak. Analysts flag US tariff risks may hit HDFC Bank, IndusInd Bankm City Union Bank, Federal Bank

Nomura bets on Marico, Tata Consumer, Britannia on hopes of margin boost

Brokerage expects gross-profit-margin (GPM) improvement in Q2FY26 but warns that month-on-month raw-material (RM) upticks could revive price hikes from Q4

Dealerships face inventory glut in August as car buyers await GST cuts

>>ICE vehicle sales hit, EV market hopes held up >>Vahan data shows 3% drop in August auto sales

PL Capital bets on these 3 chemical stks despite sector headwinds; details

The brokerage remains constructive on Fine Organic, backed by its capacity expansion plans in both India and the US by FY27.

Need to boost raw material ecosystem for medtech sector growth: Report

There is a need to fine-tune the PLI scheme for MSME participation and develop the raw material ecosystem in order to scale up the country's medtech sector to account for 10-12 per cent of the global market, according to a CII-BCG report. Valued at around USD 16 billion, India's medical technology (medtech) industry currently accounts for only around 2 per cent of the USD 680 billion global market. With the government's Viksit Bharat 2047 vision, the sector has been identified as a strategic pillar in the 'Make in India' agenda, with aspirations to reduce import dependency to below 50 per cent and increase India's share of the global market to 10-12 per cent. The CII-BCG report has outlined nine strategic initiatives to drive the next phase of growth. The report stated that rationalising import duties and duty exemptions for critical raw materials and attracting MNC manufacturing and R&D hubs to India is crucial for sector growth. Besides, there is a need to unlock the potential .

CLSA stays upbeat on Indian IT stocks; check rationale, top picks here

The Nifty IT index has fallen by 18.1 per cent so far this year, the worst among key sectors. During the same period, Nifty has risen by 3.8 per cent

Indian firms delay expansion plans amid demand, trade uncertainty: BofA

Firms are focusing on paying down debt, opting for refinancing rather than expanding capacity, Shankar Subramaniam, the bank's head of India corporate banking said

SFBs' Q1 net profit slumps 76% to ₹309 crore as credit costs rise

Small Finance Banks reported a 76 per cent drop in Q1 net profit as provisions surged and net interest income weakened, while gross NPAs jumped nearly 70 per cent year on year

India's wind energy capacity set to reach 107 GW by 2030, says GWEC

India's wind energy capacity is estimated to reach 107 GW by 2030, compared to the government target of 100 GW, according to a report by the Global Wind Energy Council (GWEC) released on Tuesday. The latest report, Wind at the Core: Driving India's Green Ambitions and International Influence, was unveiled in the presence of New & Renewable Energy Secretary Santosh Kumar Sarangi. The report details how installed wind capacity in India can more than double from 51 GW at present to 107 GW by 2030, in line with state-level Resource Adequacy Plans (RAP). This is pivotal to help India achieve the least cost pathway for a successful energy transition. Further, reports from organisations like NREL, IEA, WRI, and Lawrence Berkeley recommend even higher wind capacity (121-164 GW) by 2030. Addressing grid concerns, strengthening RPO compliance, and aligning bidding processes with state offtake needs could push installations toward the full potential, the report stated. On the occasion, ...

Emkay on telecom: Sell Vodafone Idea, Reduce Bharti Airtel, Buy Indus Tower

Telecom stocks to buy, sell: Citing expensive valuations and low growth outlook, Emkay Global is cautious on the telecom sector. It initiated coverage on Bharti Hexacom with 'Reduce' rating

Motilal Oswal sector of the week: Automotive ER&D; check top stock to buy

According to Motilal Oswal Financial Services Research, the the medium-term outlook for global automotive engineering research and development sector remains robust

GST 2.0 to benefit QSR stocks like Jubilant, RBA, Devyani: JM Financial

GST 2.0 reforms may boost QSR demand as tax rates fall. Analysts see Jubilant FoodWorks, RBA, Devyani International, and Sapphire Foods gaining the most

Jefferies upbeat on India CRDMO; initiates Buy on Cohance; upgrades Divi's

Jefferies is optimistic on India's CRDMO sector, given its evolution from quasi-chemical firms into strategic partners for innovators; check more details

After five-quarter choke, growth flows freer for PVC pipe makers

Resin prices level out and housing demand returns, unclogging earnings channels for industry majors

72% of employers plan workforce expansion via new job creation: Report

India's white-collar job market is likely to witness a surge in the latter half of 2025, with nearly 72 per cent of employers interviewed planning workforce expansion through net new job creation, a report said on Friday. According to Naukri's bi-annual 'Hiring Outlook' report, the white-collar job market is expected to maintain strong hiring momentum, with 94 per cent of employers planning to hire during the second half of the current fiscal. The report is based on input from 1,300 employers across the sectors in India. Among these employers, nearly three-quarters (72 per cent) indicated they expect new job creation, the report said. Even as there is an ongoing buzz around job losses due to artificial intelligence (AI), 87 per cent of employers do not foresee any significant impact on overall employment. Instead, it revealed that 13 per cent of them expect AI to act as a catalyst for job creation, particularly in emerging roles. Sectors most likely to benefit include IT (42 per

'Make the rules open': Lord Swraj Paul's long campaign for transparent FDI

The NRI industrialist's on-record pitch for clear sectoral caps and minimal approvals anticipated today's ease-of-doing-business push

Affordable housing finance sector is past its prime, says Elara Capital

Elara Capital flags scale challenges for the affordable housing sector, expects ROE to decline to 15-16 per cent from 18-20 per cent; check recommendations

UBS bullish on cement: Top picks Ambuja, UltraTech, Dalmia for FY26

UBS stays positive on cement sector, sees price recovery, margin gains, and consolidation ahead. Top stock picks for FY26 include Ambuja, UltraTech, Dalmia Cement

The good and worrying about the bad loan problem of state-owned banks

Lenders are improving asset quality but they are struggling to recover money

Q1 presales solid for India's top listed real estate firms, profits patchy

DLF and Prestige power sales; Godrej and Oberoi face revenue drag