Page 34 - Industry Report

IT stocks brace for more pain post muted Q1 show; analysts share strategy

The Nifty IT index has fallen by 18.3 per cent so far this year, the worst among key sectors. During the same period, Nifty has risen by 4.7 per cent

Motilal Oswal sector of the week: Tractor industry; check top stock picks

While near-term sentiment remains positive, industry watchers remain cautious about upcoming monsoon trends and rural liquidity-both critical for sustaining demand in the remaining quarters

Avendus explains why it is the 'opportune time' to invest in MFI stocks

MFI stocks india list: As the MFI industry navigates through the transitional phase, Avendus lists why it is bullish on the sector from a medium-to-long term perspective, and what should investors do

Beverage makers' April-June quarter takes a hit due to unseasonal rain

Early monsoon and unseasonal rainfall this year in most parts of the country have impacted the topline of beverage makers in the June quarter. This has not only impacted sales of the cola brands but also traditional milk-based beverage products, such as lassi, shakes, flavoured milks, and buttermilk. Interestingly, the beverage makers had early volume gains in 2026 as summer arrived early. They had stocked inventory and channels in anticipation of a repeat of last year's bumper sales. However, by mid-April, intermittent rainfall started hitting southern and western India, impacting overall which sales from early May. The Coca-Cola Company Chairman and CEO James Quincey, in the latest investors' call, said the company got a "hit by some early monsoon in India", in the June quarter, which is the important selling season in the country. The company had a good start in the quarter, but early arrival of monsoon impacted it, said Quincey. "In India, after a strong start to the year, vo

FY26 likely to be another slow year for IT companies, say analysts

Analysts say possibility of hitting high single-digit revenue growth looks unlikely

ICICI vs HDFC vs Axis Bank: Which bank stock is best for your portfolio?

Bank stock to buy: While analysts like ICICI Bank's unblemished report card for Q1FY26, they see HDFC Bank emerging as a stronger franchise over long-term. Axis Bank's weak Q1 has left if off radar

Nuvama, 360One Wealth, Anand Rathi Wealth: Bernstein bets on asset managers

Until now, most wealth was self-managed, or managed by unorganised players. This, Bernstein feels, will change as rising return expectations, product complexity will trigger demand for professionals

Motilal Oswal sector of the week: Capital markets; Nuvama, UTI AMC top bets

Nuvama and UTI AMC are top stocks in the capital markets sector for Motilal Oswal, as the medium-term outlook for the sector is constructive

Motilal Oswal picks top bank stocks to buy as sector eyes earnings rebound

Motilal Oswal reckons Q3 to be a turning point for profitability in banks as margins are expected to stabilise and earnings to rebound; prefers ICICI Bank, HDFC Bank, and one other

Capex to consumption: Emkay suggests investment ideas amid sectoral churn

Capex to consumption: Emkay Global adjusts investment strategy amid shifting consumption trends across urban and rural India

Why is Axis Securities bullish on Greenply Ind, Cera? Shares rally up to 7%

Greenply Industries shares jumped as much as 5.49 per cent to an intraday high of ₹320.95 apiece, while Cera Sanitaryware share price gained 6.74 per cent to hit an intraday high ₹6,945.75 per share.

HDFC AMC up 3%, Nippon hits new high; time to buy, hold or sell AMC shares?

HDFC AMC, Nippon stock outlook: Kotak Institutional Equities expects both AMCs to deliver higher AUM growth over the next few quarters on the back of stronger net inflows-equity AUM.

GST rate rejig: Tractors, ACs may emerge as key beneficiaries, says Nomura

Nomura said scrapping the 12 per cent GST slab could bring major tax relief for tractors and ACs, boosting demand and pricing.

JM Financial bets big on cables & wires; KEI Ind, Polycab among top picks

Rising trend of energy consumption coupled with ongoing urbanisation and robust expansion of data centres and electric vehicles (EVs), the future growth trajectory of the C&W sector looks promising

Motilal Oswal sector of the week: IT services; check stock picks, targets

Growth trends across the India IT sector continue to diverge. While Tier-I companies are likely to post flat to marginal constant currency revenue movement, mid-tier firms are expected to outperform.

Results preview: Insurance companies set for a profit bump in Q1 FY26

May get boost from enhanced margins, better op efficiencies

Select PSU banks gain in weak market; Canara, Union, BOB surge up to 3%

Around 12 PM, the Nifty PSU Bank index was up 0.45 per cent, as compared to a 0.43 per cent decline in the Nifty 50

Q1 results preview: Low volumes, discounts may have dented auto margins

Downside risks from rare-earth magnets an overhang for the sector

Why did UBS downgrade Bharti Airtel, Vi ahead of Q1 results? Find out here

UBS has downgraded Bharti Airtel to 'Sell' and Vi to 'Neutral', while keeping the target prices unchanged at ₹1,970 and ₹8.5, respectively.

Nomura bullish on OMCs, sees BPCL as top pick with 26% upside

So far this calendar year, the BSE oil and gas index has delivered gains of nearly 8 per cent.