Page 30 - Industry Report

Asian Paints, Nerolac: Weak demand to hit paint cos' Q2 profit: PL Capital

Among individual players, the brokerage sees Kansai Nerolac as likely to be the most affected, given greater disruption in North India

Nomura sees loan growth revival; ICICI Bank, SBI, Axis Bank among top bets

Nomura has picked ICICI Bank, State Bank of India (SBI), and Axis Bank as its top picks to play this recovery trend.

Motilal Oswal sees 12% CAGR in luggage sector; VIP, Safari Ind top picks

Luggage is increasingly viewed as a status symbol, with social media and fashion influencing purchase decisions, especially among millennials and Gen Z

Pharma in bitter health: Stocks sink upto 38% in 2025; time to bottom fish?

Among stocks, Natco Pharma plunged 37.85%, Ipca Labs 22.43%, Aurobindo Pharma 17.99%, and Sun Pharma 14.30%. Other laggards include Lupin (13.25%), and Dr Reddy's (5.17%).

Unemployment rate dips for second month to 5.1% in August: Govt survey

The unemployment rate for persons aged 15 years and above declined for the second month in a row in August, to 5.1 per cent, according to an a government survey released on Monday. The unemployment rate (UR) was 5.2 per cent in July and 5.6 per cent in both May and June, showed the Periodic Labour Force Survey (PLFS) released by the Ministry of Statistics and Programme Implementation (MoSPI). The UR was 5.1 per cent in April as per the first PLFS bulletin released in May 2025 "Overall unemployment rate (persons of 15 years and above) declined for the second consecutive month from 5.6 per cent in June 2025 to 5.2 per cent in July 2025 and 5.1 per cent in August 2025," an official statement said. The latest data collected in current weekly status (CWS) showed that the unemployment rate for persons of age of 15 years and above during worked out at 5.1 per cent in August. Male unemployment rate in August 2025 was at its lowest of 5 per cent in five months in August 2025. It was 5.2 pe

Maruti, M&M, Bajaj Auto: Limited upside in auto stcks, says Choice Equities

Choice Institutional Equities upgrades auto sector to 'Positive' citing GST reforms, easing rare earth supply, and rural demand. See top auto stock picks with upside potential

India's net-zero push to boost RIL, Waaree Energies, SWSolar: Analysts

On the bourses at 9:40 AM, Waaree Energies raced 2.15 per cent higher to ₹3,712.75, and SWSolar moved up 1.36 per cent to ₹267.60. RIL, meanwhile, was trading 0.2 per cent lower at ₹1,391.50.

PSU bank index jumps 21% in 6 months; time to rethink investment strategy?

PSU banks rally 21% in 6 months, outpacing private lenders. Experts say strong earnings and credit growth fuelled the surge. Time to rebalance portfolio? Find out investment strategy in bank stocks

JM Financial bets on Tata Steel, Hindalco, Jindal Steel ahead of Q2 show

Despite the soft quarter, JM Financial continues to highlight Tata Steel, JSPL, and Hindalco as top picks in the metals space.

Indian banks' dividend payouts may fall by 4.2% in FY26, says S&P

S&P Market Intelligence expects Indian banks' dividend pay-outs to decline 4.2% in FY26 as margins and profits weaken, with HDFC Bank and Bank of Baroda set to cut dividends

AMC stocks outperform with up to 53% rally in 6 months; more steam left?

Shares have risen as much as 53% in six months

Motilal Oswal bullish on luggage sector; initiates 'Buy' on VIP Ind, Safari

Motilal Oswal has initiated coverage on VIP Industries and Safari Industries with 'Buy' ratings; check target price and key reasons

Muthoot, Manappuram can rally more despite up to 55% rise in 2025: Analysts

Shares of Muthoot Finance have surged 37.7 per cent so far in CY-25, while that of Manappuram Finance have rallied 54.6 per cent. Gold has surged 42 per cent in 2025

Auto upcycle is here, says Morgan Stanley; Upgrades Maruti, Eicher, Hero

Among companies, Maruti Suzuki is expected to gain market share with new SUV launches and a revival in first-time buyers, prompting the brokerage to raise its target from ₹14,262 to ₹18,360.

GST revamp to fuel consumption growth: Motilal Oswal's sector of the week

The recent tax cuts and GST reform, along with the broader policy shift, indicate a push toward consumption-driven growth, Motilal Oswal said

Motilal Oswal upgrades Colgate to 'Buy'; HUL, Marico top picks amid GST 2.0

Motilal Oswal continues to favour leading staples companies, including HUL, GCPL and Marico, as beneficiaries of renewed consumption momentum.

Tata Steel hits 52-week high, SAIL rallies 3%; what's driving steel stocks?

Steel stocks in demand: In past five trading days, the BSE Metal index outperformed the market by surging 6 per cent, as against 0.98 per cent rise in BSE Sensex.

GST 2.0: ITC, VST Industries shares fall as Govt eyes extra tobacco tax

Tobacco stocks like ITC, VST and Sinnar Bidi fell up to 5 per cent today after govt signaled an extra GST cess on cigarettes and bidis, raising margin risks. Analysts suggest stock strategy ahead

GST cut to boost FMCG demand; Britannia, Nestle among top Nomura picks

The GST Council has the rates on several staple and essential categories from 18 per cent to 5 per cent

GST rate cut proves to be a mixed bag for travel, hospitality sector

Hotel rooms under ₹7,500 move to 5% slab, will bolster midscale segment