Page 12 - Industry Report

Nomura's top FMCG picks: GCPL, Marico, Tata Cons to gain from rural revival

With the 2025 monsoon tracking above normal and kharif sowing gaining momentum, the brokerage expects these FMCG names to benefit from a broad-based recovery in volumes.

Q1 show brightens outlook for MF firms; analysts expect stocks to gain

In Q1, three of the four AMCs registered double-digit profit growth compared to the same quarter last year

Food companies saw margin squeeze in Q1, expect reprieve this quarter

Impact of raw material inflation lingers; margin recovery expected from Q2 onwards

Skid marks on the quarter but Hyundai Motor India keeps its grip

Volume and revenue dips mar Q1, but rural traction and export gains keep automaker from sliding off course

For India's IT cos, growth in Europe may only be a temporary relief

Infosys, TCS, and others ride strong European demand, yet analysts say real recovery needs a US rebound in BFSI, retail, and manufacturing sectors

Textile stocks slip up to 9% on US tariff; should you buy, hold or sell?

In the medium to long term India's tariff rate are competitive with other major exporting countries and hence exports order will normalise once tariff effect gets absorbed in the market.

Pharma Inc hopes for fair deal as Donald Trump announces 25% tariffs

Trump on Wednesday called India's tariffs on US exports among the highest in the world, with the most strenuous non-monetary trade barriers of any country, in a post on Truth Social

Demand to drive gems & jewellery growth as exports slow: Crisil SME tracker

This highly fragmented and labour-intensive industry is characterised by low capital intensity and high reliance on imported inputs, such as gold and rough diamonds

IT stocks brace for more pain post muted Q1 show; analysts share strategy

The Nifty IT index has fallen by 18.3 per cent so far this year, the worst among key sectors. During the same period, Nifty has risen by 4.7 per cent

Motilal Oswal sector of the week: Tractor industry; check top stock picks

While near-term sentiment remains positive, industry watchers remain cautious about upcoming monsoon trends and rural liquidity-both critical for sustaining demand in the remaining quarters

Avendus explains why it is the 'opportune time' to invest in MFI stocks

MFI stocks india list: As the MFI industry navigates through the transitional phase, Avendus lists why it is bullish on the sector from a medium-to-long term perspective, and what should investors do

Beverage makers' April-June quarter takes a hit due to unseasonal rain

Early monsoon and unseasonal rainfall this year in most parts of the country have impacted the topline of beverage makers in the June quarter. This has not only impacted sales of the cola brands but also traditional milk-based beverage products, such as lassi, shakes, flavoured milks, and buttermilk. Interestingly, the beverage makers had early volume gains in 2026 as summer arrived early. They had stocked inventory and channels in anticipation of a repeat of last year's bumper sales. However, by mid-April, intermittent rainfall started hitting southern and western India, impacting overall which sales from early May. The Coca-Cola Company Chairman and CEO James Quincey, in the latest investors' call, said the company got a "hit by some early monsoon in India", in the June quarter, which is the important selling season in the country. The company had a good start in the quarter, but early arrival of monsoon impacted it, said Quincey. "In India, after a strong start to the year, vo

FY26 likely to be another slow year for IT companies, say analysts

Analysts say possibility of hitting high single-digit revenue growth looks unlikely

ICICI vs HDFC vs Axis Bank: Which bank stock is best for your portfolio?

Bank stock to buy: While analysts like ICICI Bank's unblemished report card for Q1FY26, they see HDFC Bank emerging as a stronger franchise over long-term. Axis Bank's weak Q1 has left if off radar

Nuvama, 360One Wealth, Anand Rathi Wealth: Bernstein bets on asset managers

Until now, most wealth was self-managed, or managed by unorganised players. This, Bernstein feels, will change as rising return expectations, product complexity will trigger demand for professionals

Motilal Oswal sector of the week: Capital markets; Nuvama, UTI AMC top bets

Nuvama and UTI AMC are top stocks in the capital markets sector for Motilal Oswal, as the medium-term outlook for the sector is constructive

Motilal Oswal picks top bank stocks to buy as sector eyes earnings rebound

Motilal Oswal reckons Q3 to be a turning point for profitability in banks as margins are expected to stabilise and earnings to rebound; prefers ICICI Bank, HDFC Bank, and one other

Capex to consumption: Emkay suggests investment ideas amid sectoral churn

Capex to consumption: Emkay Global adjusts investment strategy amid shifting consumption trends across urban and rural India

Why is Axis Securities bullish on Greenply Ind, Cera? Shares rally up to 7%

Greenply Industries shares jumped as much as 5.49 per cent to an intraday high of ₹320.95 apiece, while Cera Sanitaryware share price gained 6.74 per cent to hit an intraday high ₹6,945.75 per share.

HDFC AMC up 3%, Nippon hits new high; time to buy, hold or sell AMC shares?

HDFC AMC, Nippon stock outlook: Kotak Institutional Equities expects both AMCs to deliver higher AUM growth over the next few quarters on the back of stronger net inflows-equity AUM.