Page 2 - Industry Report

DAM Capital: Defence sector set for multi-decade growth; check top picks

Among defence public-sector undertakings (DPSUs), DAM Capital said that it prefers Hindustan Aeronautics and Bharat Electronics.

Nifty PSU Bank slips 2%; Canara, BoI dip 3%; why are bank stocks falling?

The RBI has issued final guidelines for transitioning to an Expected Credit Loss (ECL) framework, effective April 1, 2027, largely in line with the earlier draft.

AC makers, power stocks rise up to 6% on demand surge amid severe heatwave

Analyst said that demand and consumption of electricity may further rise due to more intense heatwaves, with more frequent use of air conditioners, air coolers, and other appliances.

5 reasons why Goldman Sachs is bullish on Indian steel stocks

Goldman Sachs has initiated coverage of Indian metal (steel) stocks as itsees India as the next steel demand driver. It is bullish on Tata Steel, JSW Steel, Shyam Metalics among others

Sun Pharma, Dr Reddy's Labs, Onesource: Nifty Pharma rallies 3%; details

Among others, Sun Pharma was the top gainer up over 7 per cent, followed by Gland Pharma, Alkem Laboratories, Zydus Lifesciences and Wockhardt up over 2 per cent

Nifty IT dives 4% amid sharp sell-off; Infosys, LTM, Coforge worst-hit

LTIMindtree was the top loser, down nearly 6 per cent, followed by Coforge, Infosys, and Mphasis, falling over 5 per cent each

Emkay downgrades OMCs as oil prices surge; FY27 earnings may fall up to 60%

Emkay Global has cut ratings on OMC stocks as rising crude and windfall tax may hit margins. The brokerage sees up to 60% decline in FY27 earnings for HPCL, BPCL, IOCL

Iran war opens opportunities in renewable, CGD cos, but risks remain: Kotak

Iran war-led energy crisis may boost shift to renewable energy sources. Kotak Institutional Equities sees growth for CGD companies but warns of valuation, margin and demand risks

Nifty IT index sinks 4%; HCLTech, Persistent Systems, Coforge dip up to 11%

IT stocks came under sharp selling pressure today after HCLTech's Q4 results and weak growth guidance.

T&D enters multi-year growth phase; Siemens Energy, CG Power top picks

The domestic opportunity is anchored by the National Electricity Plan, which envisages nearly ₹9 trillion of transmission investments through FY32.

Results preview: Pharma growth steady in Q4, but US drag weighs on margins

India's pharma and healthcare firms may post steady Q4 revenue growth, but weak US generics and rising costs are likely to keep margins under pressure

Infra material cos face cost shock amid Iran war; experts see earnings cuts

For cement manufacturers, the primary concern is the sudden spike in energy costs as the industry relies heavily on imported fuel, which is now becoming significantly more expensive

Results preview: Liquor companies brace for mixed Q4 FY26 showing

Among them, spirits firms seen reporting steady performance

High copper prices, unseasonal rains may hit consumer durables; top picks

Data showed that in FY25, the extended heatwave drove room AC volumes up by 20-25 per cent Y-o-Y to around 12.5 million units, creating a high base that FY26 has struggled to match.

Gas stocks rally on US-Iran de-escalation hopes; analysts see limited gains

Shares of Gujarat State Petronet were up 9 per cent, while Gujarat Gas and Aegis Logistics gained over 7 per cent each

Analysts pick HDFC AMC, CAMS, KFin as top bets as MF growth accelerates

Mutual funds, AMCs, and market infra players could see a multi-year earnings boom as retail investing deepens. Emkay Global, Axis Capital pick best AMC, RTA stocks to buy

Motilal Oswal sector of the week: Travel & Hospitality; check top bets here

From a structural standpoint, the Indian hospitality sector continues to benefit from favourable demand-supply dynamics and sustained growth in domestic travel

TCS, HCLTech, Wipro, Infosys, Mphasis: Why did Nifty IT rise 3% today?

Individually, Oracle Financial Services Software rallied 4.4 per cent, followed by TCS, Wipro, Persistent Systems, Infosys, Mphasis and LTIMindtree up over 2 per cent

Pharma cos brace for soft Q4; US drag persists; domestic growth cushions

Pharma sector may see a 7 per cent Y-o-Y growth in reported sales and a 1 per cent increase in Ebitda, led by steady ex-gRevlimid US sales, healthy domestic growth, and favourable forex movements

Analysts prefer Tata Power, NTPC amid likely rise in power demand

Given this backdrop, analysts expect power demand to jump 8-12 per cent year-on-year (Y-o-Y). "Every 1°C rise above 24°C historically adds roughly 2 per cent to demand," said analyst