Page 20 - Industry Report

Motilal Oswal sector of the week: Top bank stocks to buy amid PSL push

Motilal Oswal Financial Services explains how priority sector lending is shifting from regulatory burden to earnings lever for banks and highlights HDFC Bank and Indian Bank as top stock picks

ITC, Godfrey Phillips, VST Ind slip up to 6% in 2 days on new cigarette tax

In two sessions, ITC shares declined over 5 per cent, Godfrey Phillips over 6 per cent and VST Industries over 3 per cent

Motilal Oswal picks Maruti Suzuki in OEMs, sees promise in M&M and TVS

According to MOFSL, the demand for vehicles has picked up across segments, buoyed by GST rationalisation, and remains strong even post the festive season

​STT hike in F&O may dent FII flows; trading volumes may thin: Analysts

STT kike will be a headwind for capital-market-linked stocks. With derivatives volumes already shrinking in recent months, the hike, analysts say, may further their pressure near-term earnings.

State Bank of India, HDFC Bk, ICICI Bk shares have more upside, finds study

S&P Global Market Intelligence data compiled on January 21 shows that three Indian banks account for a major share of regional upside potential, even as several peers trade closer to fair value.

India-EU FTA: Competition threat 'overblown' for Indian auto, say analysts

India-EU FTA may lift export potential for Indian automakers with limited import risk, analysts say

Analysts bet on KPR Mills, S.P Apparels as India-EU FTA opens export runway

Textile stocks to buy: Analysts say the India-EU FTA could boost Indian textile exports by cutting EU tariffs to zero. Here are key beneficiaries

India-EU trade deal: Exports to double; tariff reductions on 96% goods

The trade deal, which is being called the 'mother of all deals', will strengthen economic and political ties between the world's second and fourth largest economies

Offers of Venezuelan oil limited, most going to US, say Indian refiners

Indian refiners say only small volumes of Venezuelan crude are being offered as most supplies are directed to the United States

India land area transacted rises in 2025 despite slight drop in deals

Overall, at least 126 land deals involving over 3,772 acres were sealed across the country in 2025, compared with 133 deals spanning 2,514 acres in 2024

Real estate stocks face January chill as index sinks 10%; time to buy?

Nifty Realty index correction: The fall in real estate stocks comes after two years of rally that saw the Nifty Realty index climb 34.39 per cent in 2024 and 81.34 per cent in 2023

MOFSL recommends these two steel stocks to buy amid strong domestic demand

India's steel sector is set to outperform globally, driven by strong domestic demand, safeguard duties and capacity expansion. Motilal Oswal picks JSW Steel, Tata Steel

Analysts bullish on Federal Bank as growth to sustain under new leadership

Emkay Global Research, JM Financial, and Elara Capital hiked target price of Federal Bank.

Chhattisgarh redraws industrial growth map with focus beyond Raipur

Since November 2024, the state has issued 219 investment commitments valued at ₹7.83 trillion

Budget 2026: Here are key challenges in electronics & semiconductor sector

Electronics & SemicIndia's electronics and semiconductor ambitions face hurdles such as high capital costs, talent gaps and weak value-chain presence

Nomura bets on United Spirits as India's alcohol industry turns premium

In a note starting coverage on USL with a 'Buy' rating & target of ₹1,650, Nomura said the sector is seeing a paradigm change as consumers move away from 'drinking more' to 'drinking better'.

Indian job market gains pace as hiring rises 15% in December: Report

Hiring activity rose 15 per cent year-on-year and 5 per cent sequentially in December 2025, indicating the job market is moving from a cautious recovery phase to measured expansion, a report said on Tuesday. Artificial intelligence emerged as the defining hiring force of the year, with 2,90,256 AI-linked roles posted in 2025. India's job market closed 2025 with renewed confidence, with hiring activity rising by 5 per cent month-on-month and 15 per cent year-on-year, signalling a clear shift from cautious recovery to measured expansion, according to the Insights Tracker report by foundit (formerly Monster APAC and ME). This momentum is set to accelerate further, with AI hiring projected to grow 32 per cent year-on-year in 2026 to nearly 3.8 lakh roles, the report added. "2025 was both a year of expansion and discipline in hiring. AI is no longer experimental; it is central to workforce planning. In 2026, hiring will be increasingly skills-led, mid-career-focused, and spread across b

Motilal Oswal flags macro risks in oil & gas; HPCL, GAIL, MGL top picks

The brokerage said INR depreciation of about 6% Y-o-Y in Q3 has weighed on margins of OMCs and CGD players, partly offsetting the benefit of softer crude oil prices.

Motilal Oswal sector of the week: NBFC; AB Capital, Chola Finance top picks

Structurally, the sector is evolving toward more diversified portfolios, tighter underwriting standards, and a renewed focus on sustainable growth rather than aggressive expansion

Chinese policy shift likely to aid domestic plastic pipe companies

The Chinese finance ministry has recently announced the removal of value-added tax (VAT) export rebates on suspension PVC (SPVC), which will be effective from April this year