Page 2 - Industry Report

JM Financial flags risks for port logistics sector amid West Asia tensions

LNG shipments may bear the brunt in particular, while crude oil imports may realign if Indian refiners choose to source oil from alternative suppliers, the brokerage said

Why are IT shares gaining in a falling market? Infosys up 2%, Persistent 1%

IT stocks outperformed the market on Wednesday as rupee breached the 92 per dollar-mark. Shares of Infosys, TCS, HCL Tech gained amid the market crash

L&T, KEC, Apar: How West Asia conflict could hit these capital goods firms?

PL Capital reckons India's West Asia-exposed companies may face near-term headwinds such as execution disruptions, logistics challenges, slower tender finalisations adn deferment of new orders

IRFC, RVNL, Railtel, IRCTC plunge over 50%; analysts see more consolidation

Railway stocks, including IRFC, RVNL, RailTel, IRCON, IRCTC, Titagarh Rail and others, have been under sustained selling pressure, correcting more than 50 per cent from their 2024 peaks

Motilal Oswal sector of the week: Plastic pipes; top bets, target here

Plastic pipes industry growth remained in the high single digits during the first nine months of FY26, supported primarily by resilient urban plumbing demand

Titan, Kalyan: Jewellery stocks tumble up to 16% amid West Asia jitters

Precious prices jumped after investors sought shelter in safe havens after the US and Israel attacked Iran over the weekend, adding to worries for equity investors

West Asia war: How Strait of Hormuz closure hurts Adani Ports, JSW Infra

Shares of Adani Ports, JSW Infra, GMR Airports fell on Monday as Iran blocks Strait of Hormuz. Analysts fear rising freight rates, and LNG, LPG costs may hurt imports and EXIM cargo

BPCL to HPCL: Indian OMCs slide up to 5% amid West Asia tensions

Higher crude oil prices could pose near-term earnings risks for oil marketing companies, city gas distributors, paints, agro-chemicals, building materials and tyre firms, analysts said

Crude oil prices, competition likely to dull paint makers' margins

Paint stocks slipped in FY26 Q3 as weak decorative demand, intense competition and rising crude oil prices outweighed hopes of a volume-led recovery

SFB shares fall after Bihar passes Microfinance Bill 2026; analysts weigh

Small finance bank shares fell after Bihar passed a microfinance regulation Bill requiring state approval for loan disbursals. Analysts flag regulatory risk

Angel One, BSE, CAMS, CDSL shares fall up to 4% after NSE CEO's STT remark

Capital market stocks are under pressure today following Ashishkumar Chauhan's statement wherein he said that derivatives trading volumes will be impacted due to higher STT

Explained: What Sebi's new MF categorisation means for AMCs and investors?

HDFC AMC, UTI AMC shares fell today as investors assessed the impact of new MF rules.Sebi has introduced Life Cycle Funds, capped sectoral overlap, and allowed value & contra co-existence

Feb 2026 auto sales preview: Nomura, MOFSL see solid growth across PVs, 2Ws

Brokerages expect strong Feb 2026 auto sales across PVs, 2Ws, CVs and tractors. Find out what Nomura and MOFSL expect from growth estimates and top stock picks

Tractor volumes to dip amid weak outlook; HSBC trims M&M, Escorts target

HSBC said tractor volume growth over FY26-FY28 is likely to remain under pressure due to a high base and the anticipated impact of El Nino, which could weaken the monsoon

AI fears overdone? Emkay turns 'Overweight' on IT, adds Infosys, HCL Tech

Emkay Global has turned 'Overweight' on Indian IT sector after Nifty IT fell 21 per cent in February 2026. It sees a 3-year return potential of up to 25 per cent with limited downside.

Antique cuts TCS, HCLTech to 'Hold'; slashes growth estimates on AI risks

Earlier this week, Jefferies downgraded Indian IT companies Infosys, HCLTech and MphasiS to 'hold'; LTIMindtree, TCS and Hexaware to 'underperform'.

Auto shares in demand; Hero Moto, TVS, Bajaj, Bosch surge up to 6%

OEMs expect strong demand momentum to sustain in Q4FY26, and into H1FY27, post the GST 2.0 reforms, analysts said

Nifty Metal index rallies 3%; Vedanta, Lloyds, Nalco, SAIL rally up to 5%

Tata Steel, JSW Steel and Jindal Steel hit their respective all-time highs on the NSE today

Motilal Oswal bullish on EMS; suggests 'Buy' on Dixon Tech, Kaynes, Syrma

Motilal Oswal estimates a 30 per cent compound annual growth rate (CAGR) in aggregate revenue of their EMS coverage companies over FY25-28.

Citrini report author urges AI tax to cushion job losses in United States

Technology shares have slid in recent weeks on fears AI could upend business models, with the weekend report from Citrini Research adding to concerns about widespread disruption and job losses