Page 32 - Industry Report

SFBs' Q1 net profit slumps 76% to ₹309 crore as credit costs rise

Small Finance Banks reported a 76 per cent drop in Q1 net profit as provisions surged and net interest income weakened, while gross NPAs jumped nearly 70 per cent year on year

India's wind energy capacity set to reach 107 GW by 2030, says GWEC

India's wind energy capacity is estimated to reach 107 GW by 2030, compared to the government target of 100 GW, according to a report by the Global Wind Energy Council (GWEC) released on Tuesday. The latest report, Wind at the Core: Driving India's Green Ambitions and International Influence, was unveiled in the presence of New & Renewable Energy Secretary Santosh Kumar Sarangi. The report details how installed wind capacity in India can more than double from 51 GW at present to 107 GW by 2030, in line with state-level Resource Adequacy Plans (RAP). This is pivotal to help India achieve the least cost pathway for a successful energy transition. Further, reports from organisations like NREL, IEA, WRI, and Lawrence Berkeley recommend even higher wind capacity (121-164 GW) by 2030. Addressing grid concerns, strengthening RPO compliance, and aligning bidding processes with state offtake needs could push installations toward the full potential, the report stated. On the occasion, ...

Emkay on telecom: Sell Vodafone Idea, Reduce Bharti Airtel, Buy Indus Tower

Telecom stocks to buy, sell: Citing expensive valuations and low growth outlook, Emkay Global is cautious on the telecom sector. It initiated coverage on Bharti Hexacom with 'Reduce' rating

Motilal Oswal sector of the week: Automotive ER&D; check top stock to buy

According to Motilal Oswal Financial Services Research, the the medium-term outlook for global automotive engineering research and development sector remains robust

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