Page 3 - Industry Report

Cement firms to post strong Q4 volumes, but costs may weigh on margins

Cement companies are likely to report healthy volume growth in Q4 FY26 on strong demand and capex push, but rising fuel and packaging costs may weigh on profitability and margins

Atul Auto, JBM, Olectra shares rise up to 19% in weak market; here's why

The buying on the counters came after the Delhi government proposed a 100 per cent exemption on road tax and registration fees for electric cars priced up to ₹30 lakh

HSBC Global bets on renewables; initiates 'Buy' on ACME Solar, Clean Max

The brokerage initiated 'Buy' on ACME Solar with a target price of ₹350. Similarly, Clean Max is rated 'Buy' as well with a target price of ₹1,150.

Diagnostics stocks favoured on Q4 optimism amid strong volume growth

Sector to outshine healthcare peers as higher volumes, steady realisations will boost revenue and profit, say analysts

TCS, Infosys: Nifty IT falls 3% in rising market: Key reasons explained

Coforge, Infosys, Mphasis and Tata Consultancy Services (TCS) slipped over 3 per cent

Q4 auto preview: Demand resilience to aid growth; margins face cost squeeze

Most brokerages expect healthy earnings growth across auto original equipment manufacturers (OEMs) and ancillary players on both a year-on-year (Y-o-Y) and quarter-on-quarter (Q-o-Q) basis

Anthropic Mythos AI: What it means for Indian IT stocks and cybersecurity

Anthropic's latest AI model, Mythos, marks a shift from general-purpose AI to domain-specific intelligence-particularly in cybersecurity. Motilal Oswal sees limited immediate disruption to Indian IT

Nomura flags 4 risks for PSU bank stocks; prefers Axis Bank, ICICI Bank

Global brokerage Nomura prefers private banks over PSU bank stocks, citing limited re-rating scope, weaker earnings quality, and high leverage risks among PSBs. It likes Axis Bank & ICICI Bank

Same store sales, buyer growth lift jewellery majors in March quarter

Strong same store sales and improving buyer growth helped jewellery majors post robust topline growth in the March quarter, signalling a recovery in demand

BSE, HDFC AMC, Nippon AMC jump upto 11% as US-Iran ceasefire sparks rally

Capital market stocks like BSE, HDFC AMC, and Nippon AMC surged up to 11% as US-Iran ceasefire boosted risk appetite and lifted global market sentiment.

Q4 metal preview: Steel rebound to drive growth; non-ferrous mixed bag

Most brokerages expect a healthy improvement in earnings for the ferrous sector, with Ebitda growth likely on both a year-on-year (Y-o-Y) and quarter-on-quarter (Q-o-Q) basis

Motilal Oswal sector of the week: Capital Goods; check top stock picks here

Overall, the sector's medium-term outlook remains constructive, driven by energy transition investments, defence indigenisation, and digital infrastructure buildout

Top 10% rural households control 44% of land in India, says report

The top 10 per cent rural households of India own 44 per cent of land, while 46 per cent of rural households are landless, according to a working paper released by World Inequality Lab. The paper, titled 'Land Inequality in India: Nature, History, and Markets', further said that the top 5 per cent households own 32 per cent of land, while 18 per cent of rural land ownership is held by the top 1 per cent. The paper is jointly authored by Nitin Kumar Bharti, David Blakeslee and Samreen Malik, drawing on one of the largest datasets ever assembled on land ownership in India, covering around 650 million people across 2,70,000 villages. "The average village land Gini (an index measuring landholding inequality on a scale of 0-100) reaches 71 when landless households are included, and 46 per cent of rural households are landless," the paper said, adding that on average, the largest landholder controls about 12 per cent of village land, and in some villages a single owner controls more than

HDFC Sec sees multi-year growth in India EMS; Syrma SGS top pick: Check why

Analysts believe that the EMS industry is a key component of India's broader electronics ecosystem and has shown strong growth in recent years

Nifty IT up 2%; Wipro, Infy, TCS rise up to 4% as investors eye Q4 results

All 10 constituents of the Nifty IT index were trading sharply higher. Mphasis, Wipro, Oracle Financial Services Software, HCL Tech, and TCS rose over 2 per cent each

India Inc pay hikes pegged at 9.1% in FY26, says Deloitte report

Deloitte survey shows marginal rise in salary increments, alongside higher promotions, stable attrition trends, and continued moderation in hiring across sectors

Patent wins vs tariff risks: Analysts picks top pharma stocks to bet on

Pharma stocks have, so far, outperformed the markets in 2026. However, as risk around Trump tariffs resurface, analysts suggest shifting to domestic-focused companies. Here's the investment strategy.

Iran war may cap loan growth at 10-12%: Ambit; likes HDFC Bank, ICICI Bank

Analysts at Ambit Capital expect Iran war to slow bank credit growth to 10-12 per cent in bear case scenario, pressure margins, and cap liquidity. It prefers private bank stocks like HDFC & ICICI Bank

Every $10 rise in oil above $90/bbl may hit Nifty earnings by 3%: Bernstein

Beyond $90/bbl is when the decline steepens and things worsen as inflation starts eating into savings, impacting spend that gets especially bad for consumer sectors, Bernstein said in a recent note.

Bank stocks mixed after Q4 update: BoB, BoM jump; HDFC Bank, IndusInd slip

Bank stocks traded mixed after Q4FY26 updates. PSU banks like BoB, Bank of Maharashtra gained, while shares of HDFC Bank, IndusInd Bank, and IDFC First Bank slipped