Page 3 - Industry Report

Defence shares in demand: HAL, Midhani, BDL, Mazagon Dock rally up to 6%

At 12:41 PM on Thursday, the Nifty India Defence index was the top gainer among thematic indices up 2.6% at 9,641.

India sugar prices hit record high on tight supplies, festival demand

Indian sugar prices hit a record high as tight supplies and rising festival demand fuel gains, raising inflation concerns and boosting sugar mill margins

FSSAI's crackdown: Why food brands and liquor firms are under scanner

From misleading labels and '100%' purity claims to liquor, nutraceuticals, packaged water and quick commerce, here's a look at FSSAI's recent enforcement actions

ASK Auto, Fiem, Varroc rally up to 15%; what's driving auto part stocks?

Indian Auto Parts makers are commencing a transformation journey into adjacent supply chains including semiconductor WFE, defense, data center power generation, EV parts and aerospace, say analysts.

Godfrey Phillips vs ITC vs VST: Should you buy cigarette stocks after Q1?

Over the past five sessions, Godfrey Phillips shares have surged more than 16 per cent, while VST Industries shares have gained 2 per cent. ITC, however, has remained unchanged.

Bhel, Adani among key gainers of $5.5-trn Asia energy capex: Morgan Stanley

In the Indian context, Morgan Stanley expects the total power demand to rise 6.75 per cent between 2025 and 2030 to 668 terawatt-hour (TWh). Of this, datacenter will see a demand of 68 TWh.

Open Finance to drive capital markets' next growth phase; MOFSL picks CAMS

According to Motilal Oswal, the emergence of the Account Aggregator framework now represents the next structural catalyst for the Capital Market ecosystem.

Indian drugmakers in no rush to shift to US despite tariff threat

Indian pharma companies are expanding selectively in the US for complex products while retaining India as their manufacturing base despite Trump's tariff threat

Auto stocks in fast lane; Hyundai, Ashok Leyland, TaMo CV soar up to 9%

Auto stocks in demand: BSE Auto index rose 2 per cent, and quoted nearly its all-time high of 64,584 hit on January 1, 2026.

Nifty IT slips 4%; Persistent, Mphasis plunge 5%; why are tech stocks down?

Technology stocks witnessed some profit-taking on Friday following a 19% rally in the Nifty IT index this July.

100-octane premium petrol sales double amid E20 vehicle damage concerns

Demand for 100-octane petrol has surged, particularly in Delhi, as social media claims over E20-related vehicle damage prompt more motorists to switch fuels

The reform booster shot that transformed India into pharmacy of the world

From generics to global leadership, India's pharmaceutical industry has transformed since 1991. Its next challenge is becoming a global hub for breakthrough drug innovation

Software stocks in India are set to beat global chipmakers by record

The divergence suggests investors are growing weary of the AI-driven rally in chip stocks, while renewing interest in India's IT services firms after a years-long slump

Auto sector enters premium growth cycle, says MOFSL; Maruti, TVS top picks

While near-term uncertainties surrounding the monsoon, crude oil prices and geopolitical developments persist, auto sector's growth outlook is increasingly being driven by structural demand.

Retail leasing continues to outpace Grade A mall supply in H1 2026: Report

Retailers leased 4.1 million sq ft of Grade A mall space across India's top seven cities in H1 2026, nearly 4.5 times the new supply delivered during the period, Anarock said

Hero to TVS: Two-wheeler makers ride export wave, but watch road ahead

Hero, TVS, and Bajaj count on overseas markets while bracing for global uncertainty

Large Indian banks revive dollar bond plans after period of lull

Indian banks are preparing dollar bond issuances before the RBI's concessional swap window closes in December, seeking cheaper overseas funding options

China risks, pricing divergence cloud steel sector outlook; what's next?

Key constituents of Nifty Metal index, steel stocks face a challenging earnings season amid diverging domestic pricing trends and mounting global risks from China and tighter EU import restrictions.

Trump's 200% tariffs on imported generic medicines to test India's edge

Imported generics to remain tariff-free for two years; industry doubts US can build a cost-competitive manufacturing ecosystem within the transition period

Glenmark, Biocon, Aurobindo slip 3% on Trump's generic drug tariff plan

The US President Donald Trump announced a proposal to impose phased tariff (up to 200%) regime on imported generic medicines aimed at encouraging pharmaceutical manufacturing within the United States.