Page 11 - Industry Report

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

Reliance Jio, Bharti Airtel hang up on 1 GB starter packs for new users

Exit clears path for 10-15% tariff hikes this year

SBI Life, HDFC Life shares erase gains despite 5% GST buzz; Emkay decodes

The confusion whether the likely 5 per cent GST rate on insurance premiums will make the policies cheaper or not has worried investors

Motilal Oswal sector of the week: FMCG; check top stock picks, targets

With inflation easing, borrowing costs falling, and recent income tax relief bolstering household savings, a clearer turnaround is expected in the second half of the fiscal year

GST tweaks may impact electric vehicle demand, near-term car sales

Move likely to benefit smaller cars which have been under pressure

GST 2.0 to boost consumption, says Motilal Oswal; favours HUL, GCPL, Marico

Prime Minister Narendra Modi's announcement about the rationalisation of GST rates and the simplification of the rate structure will further accelerate the consumption revival, believes Motilal Oswal

India Inc growth stuck in slow lane; core earnings shrink in Q1FY26

Net profit growth fastest in 5 quarters

Automobiles to pharma & healthcare: India Inc earnings stay in slow lane

Corporate profits remained weak in Q1FY26, amid single-digit growth in revenues for the ninth consecutive quarter

Mixed Q1 results for top drug firms amid price erosion, tariff threat

Fresh launches boosted growth for players like Lupin, Torrent

IT companies' valuation hits 5-year low amid selloff by investors

The sector is trading at a discount to the BSE Sensex and trailing price/earning (P/E) multiple for the first time in the past four years

FMCG firms kept Q1 ad spends tight, plan to ramp up in coming quarters

Dabur, Britannia, and Marico cut or rationalised ad spends in Q1 to protect margins but plan higher investments ahead to boost brands, sales, and market presence

Bond windfall cushions NII strain for PSBs as margins shrink on rate cuts

Public sector banks saw Q1 FY26 profit rise 10.6% YoY on treasury gains and lower provisions, while NII was flat as lenders passed on policy rate cuts to customers

Festive discounts remain high as carmakers rush to clear inventory

With Rakshabandhan and Ganesh Chaturthi falling during the month, the discounts are almost at a similar level as compared to last year

Tycoons who profit from India's increasing demand for Russian oil

This week, Jamnagar was the backdrop for a grittier story: Its oil - some of which is imported from Russia - has become a sticking point in US-Indian relations

IT sector braces for slower growth trajectory as US tariff tensions mount

Sectors such as automobile, manufacturing, and retail are already bearing the brunt of tariffs - this was called out by IT executives during their earnings conferences last month

India's retail sector among fastest growing consumer markets globally: RIL

Reliance says India's retail sector is poised for sustained growth, backed by tech, rural demand, and income gains, while citing challenges in rentals and manpower

Avanti Feeds, Apex Frozen slip up to 5%. Why shrimp stocks under pressure?

Avanti Feeds and Apex Frozen dropped 5% each after the US President Donald Trump doubled the tariff rate on imports from India to 50%.

From TCS to Wipro, India's top IT companies a gravy train for shareholders

Top Indian IT firms returned over ₹6.4 trillion to shareholders in 10 years while reinvesting just ₹1.2 trillion, raising questions amid slowing growth and AI-led churn

ONGC, RIL, HPCL: Nifty Oil & Gas slips 1%; check reasons, recommendations

Oil & Gas stocks declined in trade after US President Donald Trump threatened to raise tariffs in Indian imports over the purchase of a "massive" amount of Russian crude oil