Page 2 - Industry Report

For India's travel industry, it's singing in rain season as bookings rise

Hospitality companies bank on year-round demand beyond summer peak

Nifty IT valuation at 20x PE: Is it time to be greedy in IT stocks?

As Nifty IT trades below historical valuations despite record earnings, Apurva Sheth explores whether India's IT sector is nearing a major turnaround opportunity

Q1FY27 aviation preview: Analysts advise watching crude and rupee impact

Q1FY27 aviation preview: Key monitorables, Elara Capital said, are the extent of impact on international operations and rise in fuel/non-fuel costs from lower aircraft utilisation & rupee weakening

BPCL, HPCL, IOCL slip up to 4%; ONGC gains 2% as crude oil prices rise

Thus far in the calendar year 2026, the stock price of HPCL, BPCL and IOC plunged between 17 per cent and 22 per cent, as against a 8.9 per cent decline in BSE Sensex.

Protection biz growth may cushion GST hit for life insurers in Q1

Growth in protection products is expected to offset the impact of GST-related input tax credit changes on life insurers, while lower combined ratios may support non-life insurers' profitability

Nifty Auto up 1% on record June sales; TVS Motor, Bajaj Auto among top bets

According to FADA, the share of electric vehicles in overall two-wheeler sales rose to 10.6 per cent, hitting the double-digit mark for the first time.

Nifty Realty leads sectoral gains, rises 2% intraday; MOFSL's top bets here

Nifty Realty index: MOFSL named Macrotech Developers (Lodha) as its preferred pick among large-cap players and also maintains a positive view on DLF and Godrej Properties

Defence shares Zen, Paras, Dynamatic, Unimech rally up to 6%; here's why

Defence stocks in focus: The Defence Acquisition Council (DAC) approved capital acquisition proposals worth about ₹52,000 crore to strengthen the combat capabilities of the armed forces.

Q1 results preview: Banks' earnings may reflect healthy loan growth

Healthy credit growth and treasury gains are expected to lift banks' Q1FY27 profits, while asset quality remains stable despite concerns over the West Asia conflict

Results preview: High base may weigh on developers' Q1 pre-sales

Developers have become selective in launching new projects: Analysts

India semiconductor push gathers pace; Equirius flags full-stack transition

In India, CG Power, and Kaynes Technology, through CG Semi and Kaynes Semicon, are the two listed companies with direct exposure to semiconductor manufacturing

MOFSL bullish on realty; sees K-shaped recovery; Lodha, DLF among top bets

MOFSL has Buy ratings on Lodha Developers, DLF, Godrej Properties, and AB Real Estate, while it has a Neutral rating on Oberoi Realty

Metal stocks gain up to 4%; Systematix backs Jindal Steel, Jindal Stainless

Systematix said that it remains structurally positive on long-term growth outlook for India's integrated steel sector. The brokerage has initiated coverage on Jindal Steel & Jindal Stainless with Buy.

Banks bet on Gulf, Singapore and Hong Kong to drive FCNR (B) flows

Banks expect the RBI's FCNR(B) deposit scheme to attract major inflows from the Gulf, Singapore and Hong Kong, with mobilisation expected to accelerate in August

Nifty IT index rebounds, up 4% after 4-day fall; Infy, TCS surge up to 5%

In the past 20 trading days, the Nifty IT index tanked 17 per cent, as against a 2.2 per cent rise in the Nifty 50 till Wednesday.

AI, uncertain macros, volatile geopolitics may cloud IT earnings

Analysts expect another subdued quarter for IT services companies as macroeconomic uncertainty, delayed deal conversions and AI-led pricing pressures weigh on growth and margins

Management churn in banks: Business as usual, or should you be worried?

Kotak Institutional Equities said that the recent management changes at HDFC Bank, Axis Bank and Bandhan Bank appear to be driven by individual career considerations rather than bank-specific concerns

FMCG stocks in demand: Nifty FMCG index up 1.7%; Nestle India, GCPL lead

Aamar Deo Singh of Angel One said that it is still early to turn decisively bullish on FMCG and that "investors should wait for the monsoon outcome and further confirmation of a sustained recovery."

Nomura says Delhi EV policy structurally negative for IGL; prefers MGL

Nomura said that city gas distribution companies may now need to start to aggressively pursue inorganic opportunities to grow volumes, given the risk of pollution-led CNG mandates in large cities.

Hotel demand rebounds; ICICI Sec keeps Buy on ITC Hotels, IHCL, Lemon Tree

ICICI Securities has reiterated its 'Buy' rating on ITC Hotels, Indian Hotels Company, Leela Palaces Hotels & Resorts, Chalet Hotels, Lemon Tree Hotels and Brigade Hotel Ventures.