Page 16 - Industry Report

AMC stocks outperform with up to 53% rally in 6 months; more steam left?

Shares have risen as much as 53% in six months

Motilal Oswal bullish on luggage sector; initiates 'Buy' on VIP Ind, Safari

Motilal Oswal has initiated coverage on VIP Industries and Safari Industries with 'Buy' ratings; check target price and key reasons

Muthoot, Manappuram can rally more despite up to 55% rise in 2025: Analysts

Shares of Muthoot Finance have surged 37.7 per cent so far in CY-25, while that of Manappuram Finance have rallied 54.6 per cent. Gold has surged 42 per cent in 2025

Auto upcycle is here, says Morgan Stanley; Upgrades Maruti, Eicher, Hero

Among companies, Maruti Suzuki is expected to gain market share with new SUV launches and a revival in first-time buyers, prompting the brokerage to raise its target from ₹14,262 to ₹18,360.

GST revamp to fuel consumption growth: Motilal Oswal's sector of the week

The recent tax cuts and GST reform, along with the broader policy shift, indicate a push toward consumption-driven growth, Motilal Oswal said

Motilal Oswal upgrades Colgate to 'Buy'; HUL, Marico top picks amid GST 2.0

Motilal Oswal continues to favour leading staples companies, including HUL, GCPL and Marico, as beneficiaries of renewed consumption momentum.

Tata Steel hits 52-week high, SAIL rallies 3%; what's driving steel stocks?

Steel stocks in demand: In past five trading days, the BSE Metal index outperformed the market by surging 6 per cent, as against 0.98 per cent rise in BSE Sensex.

GST 2.0: ITC, VST Industries shares fall as Govt eyes extra tobacco tax

Tobacco stocks like ITC, VST and Sinnar Bidi fell up to 5 per cent today after govt signaled an extra GST cess on cigarettes and bidis, raising margin risks. Analysts suggest stock strategy ahead

GST cut to boost FMCG demand; Britannia, Nestle among top Nomura picks

The GST Council has the rates on several staple and essential categories from 18 per cent to 5 per cent

GST rate cut proves to be a mixed bag for travel, hospitality sector

Hotel rooms under ₹7,500 move to 5% slab, will bolster midscale segment

Nomura backs auto rally post-GST cut; M&M, TVS Motor, Hyundai in fast lane

Nomura expects the GST cut to spark a volume surge of 5-10 per cent across categories, with passenger vehicles (PVs) and two-wheelers leading the growth.

Motilal Oswal sees buffet of tailwinds; upgrades Swiggy, bullish on Eternal

The brokerage now values Swiggy at ₹560, capturing the inflection in food delivery growth and the path to improved economics in Instamart.

AI no longer futuristic concept, but central pillar: CII-Protiviti report

Artificial Intelligence (AI) has moved beyond being a futuristic concept to become a central pillar of modern business transformation, reshaping economies, industries, and societies by driving global competitiveness, operational efficiency, customer experience, risk management, sustainability, and innovation, as per a report by the Confederation of Indian Industry (CII) and Protiviti. The "Vision AI: Trends and Strategic Insights 2025" report, released on Thursday, highlighted AI's pervasive impact across various sectors. "The question of whether AI will change our world is no longer hypothetical -- we are seeing the impact everyday. From transforming industries to reshaping how we work, AI has moved from opportunity to impact. AI literacy and fluency are no longer optional; they are mission-critical for every industry, every leader, and every enterprise. The opportunity to build with AI is immense," Microsoft India & South Asia President Puneet Chandok said. In the financial ...

GST cut to lift cement demand, margins; UltraTech, Nuvoco among top picks

GST Council has approved a reduction in rates on cement from 28 per cent to 18 per cent, effective September 22, 2025

GST relief aids insurers; HDFC Life, Star Health among winners, says JM Fin

While the market was anticipating a cut in GST rates for term and health policies, analysts at JM Financial said, the exemption on savings-oriented life products came as a positive surprise.

Nomura bets on Waaree, Premier as Indian solar capacity to grow 3x by 2030

To meet the robust demand, Nomura analysts project India will add ~309GW of installed capacity between FY25-30F, with renewables (RE) accounting for the bulk of the expansion.

Why is JM Financial bullish on UltraTech, JK Cement? All details here

JM Financial Institutional Securities has picked UltraTech Cement and JK Cement as its top picks in the cement sector; here's why

Why Nomura prefers large banks over mid-tier peers? Key reasons here

The weighted average lending rate (WALR) on fresh loans rose by 18 bps M-o-M in July 2025, led by a sharp 31 bps rise for PSU banks, while private banks saw a 16 bps decline.

Tariffs, costs, and shifting strategies: Indian pharma's new playbook

Analysts say Indian pharma firms will increase focus on non-US exports and the domestic market as US tariff threats persist, with firms exploring offshore manufacturing options

Royal Enfield, TVS, and Hero rise on festival buzz; Bajaj, Honda slip

Two-wheeler sales in August 2025 rose for Royal Enfield, TVS, Hero and Suzuki, while Bajaj and Honda reported declines, with festive demand and GST reforms set to boost outlook