Page 25 - Industry Report

GST 2.0 to benefit QSR stocks like Jubilant, RBA, Devyani: JM Financial

GST 2.0 reforms may boost QSR demand as tax rates fall. Analysts see Jubilant FoodWorks, RBA, Devyani International, and Sapphire Foods gaining the most

Jefferies upbeat on India CRDMO; initiates Buy on Cohance; upgrades Divi's

Jefferies is optimistic on India's CRDMO sector, given its evolution from quasi-chemical firms into strategic partners for innovators; check more details

After five-quarter choke, growth flows freer for PVC pipe makers

Resin prices level out and housing demand returns, unclogging earnings channels for industry majors

72% of employers plan workforce expansion via new job creation: Report

India's white-collar job market is likely to witness a surge in the latter half of 2025, with nearly 72 per cent of employers interviewed planning workforce expansion through net new job creation, a report said on Friday. According to Naukri's bi-annual 'Hiring Outlook' report, the white-collar job market is expected to maintain strong hiring momentum, with 94 per cent of employers planning to hire during the second half of the current fiscal. The report is based on input from 1,300 employers across the sectors in India. Among these employers, nearly three-quarters (72 per cent) indicated they expect new job creation, the report said. Even as there is an ongoing buzz around job losses due to artificial intelligence (AI), 87 per cent of employers do not foresee any significant impact on overall employment. Instead, it revealed that 13 per cent of them expect AI to act as a catalyst for job creation, particularly in emerging roles. Sectors most likely to benefit include IT (42 per

'Make the rules open': Lord Swraj Paul's long campaign for transparent FDI

The NRI industrialist's on-record pitch for clear sectoral caps and minimal approvals anticipated today's ease-of-doing-business push

Affordable housing finance sector is past its prime, says Elara Capital

Elara Capital flags scale challenges for the affordable housing sector, expects ROE to decline to 15-16 per cent from 18-20 per cent; check recommendations

UBS bullish on cement: Top picks Ambuja, UltraTech, Dalmia for FY26

UBS stays positive on cement sector, sees price recovery, margin gains, and consolidation ahead. Top stock picks for FY26 include Ambuja, UltraTech, Dalmia Cement

The good and worrying about the bad loan problem of state-owned banks

Lenders are improving asset quality but they are struggling to recover money

Q1 presales solid for India's top listed real estate firms, profits patchy

DLF and Prestige power sales; Godrej and Oberoi face revenue drag

Reliance Jio, Bharti Airtel hang up on 1 GB starter packs for new users

Exit clears path for 10-15% tariff hikes this year

SBI Life, HDFC Life shares erase gains despite 5% GST buzz; Emkay decodes

The confusion whether the likely 5 per cent GST rate on insurance premiums will make the policies cheaper or not has worried investors

Motilal Oswal sector of the week: FMCG; check top stock picks, targets

With inflation easing, borrowing costs falling, and recent income tax relief bolstering household savings, a clearer turnaround is expected in the second half of the fiscal year

GST tweaks may impact electric vehicle demand, near-term car sales

Move likely to benefit smaller cars which have been under pressure

GST 2.0 to boost consumption, says Motilal Oswal; favours HUL, GCPL, Marico

Prime Minister Narendra Modi's announcement about the rationalisation of GST rates and the simplification of the rate structure will further accelerate the consumption revival, believes Motilal Oswal

India Inc growth stuck in slow lane; core earnings shrink in Q1FY26

Net profit growth fastest in 5 quarters

Automobiles to pharma & healthcare: India Inc earnings stay in slow lane

Corporate profits remained weak in Q1FY26, amid single-digit growth in revenues for the ninth consecutive quarter

Mixed Q1 results for top drug firms amid price erosion, tariff threat

Fresh launches boosted growth for players like Lupin, Torrent

IT companies' valuation hits 5-year low amid selloff by investors

The sector is trading at a discount to the BSE Sensex and trailing price/earning (P/E) multiple for the first time in the past four years

FMCG firms kept Q1 ad spends tight, plan to ramp up in coming quarters

Dabur, Britannia, and Marico cut or rationalised ad spends in Q1 to protect margins but plan higher investments ahead to boost brands, sales, and market presence

Bond windfall cushions NII strain for PSBs as margins shrink on rate cuts

Public sector banks saw Q1 FY26 profit rise 10.6% YoY on treasury gains and lower provisions, while NII was flat as lenders passed on policy rate cuts to customers