Page 35 - Industry Report

HDFC AMC, UTI AMC: Uptick in SIP flows turn analysts bullish on AMC stocks

AMC stocks India: UTI Asset Management Company (UTI AMC) shares hit a record high of ₹1,428 per share on the BSE, rising 6.3 per cent in the intraday trade

JPMorgan sees EMS as 'sunrise sector'; Syrma, Dixon, Kaynes lead the pack

JPMorgan initiated coverage on six EMS stocks, rating Syrma, Dixon, and Kaynes 'Overweight', Amber and Cyient DLM 'Neutral', and Avalon 'Underweight'

Realty firms may post pre-sales growth in Q1FY26 despite demand moderation

Meanwhile, overall housing sales across the top seven Indian cities declined by 20 per cent YoY due to inexorably rising property prices and geopolitical tensions

Premiumisation to drive Arpu growth for all telecom operators in Q1

Analysts expect a sequential increase in Arpu for all telecom operators in Q1 FY26, driven by the ongoing shift from 4G to 5G and higher service usage

Gokaldas, Vardhman, Siyaram rally up to 8%. What's driving textile stocks?

Textile shares outlook: Analysts expect the Indian textile sector to benefit if India manages to sign a favourable trade deal with the US.

BPCL, HPCL near record highs, zoom up to 57% from March low; here's why

Elara Capital maintain its positive view on OMCs amid subdued crude prices and expects the government to allow OMCs to earn above-historical integrated margin

BSE, Nuvama, CDSL fall up to 7% on F&O volume concerns as headwinds rise

BSE, Angel One, and CDSL shares fell sharply on Tuesday amid fears of declining F&O volumes and regulatory headwinds

Motilal Oswal sector of the week: Pipes; Astral, Supreme Ind among top bets

Leading companies like Prince Pipes, Astral, and Supreme Industries are aggressively entering related markets like industrial components, water tanks, and bathware

Analysts decode impact of PNGRB tariff regulation changes on IGL, MGL

PNGRB tariff news: While analysts see IGL benefitting the most from the changes due to the possibility of charging higher tariffs, MGL and GGL may be negatively impacted, they said

FMCG shares in focus; HUL, Dabur, Bajaj Consumer rally up to 8%; here's why

Here's why FMCG stocks are in demand today: In the April-June quarter (Q1FY26), FMCG sector witnessed a sequential recovery in demand with an uptick in volume growth particularly in urban markets.

Results preview: Cement companies may report profit boost amid price gains

Cement prices rose 6% YoY in Q1 FY26 while moderate volume growth and soft fuel costs are expected to aid profitability despite seasonal monsoon impact

DAC ₹1.05-trn nod spurs defence stocks; Paras, Astra, BEML jump up to 9%

The sharp rally in defence stocks came after the Defence Acquisition Council (DAC), headed by Defence Minister Rajnath Singh, approved 10 major capital acquisition proposals on Thursday.

Nuvama, Angel One, BSE slide up to 7% after Sebi ban on Jane Street

Nuvama stock fell 7% after Sebi barred Jane Street from accessing the securities market for manipulating the markets

Early monsoon may dent power cos earnings in near-term, say analysts

By comparison, the BSE Sensex index has jumped by nearly 8 per cent during the period, while the BSE Power index has underperformed the benchmark, rising by 5.2 per cent.

Max, Aster DM, Apollo rally up to 7%; what's driving hospital stocks today?

With significant untapped market opportunities and a shortage of healthcare infrastructure in India, leading Indian companies have immense potential for expansion.

Tyre stocks in focus: Apollo, Balkrishna, Ceat rally up to 5%; here's why

Tyre stocks outlook: After a weak performance in FY25 - largely due to a sharp rise in input costs; analysts expect margins to gradually revive, aided by softening costs and focus on premiumization.

Ola, Paytm crash up to 50% in H1 2025; are new-age stocks worth buying now?

Share price of Zomato, Ola Electric, and Swiggy have tumbled up to 50 per cent in calendar year 2025. Should you buy or sell new-age stocks for the rest of 2025

Select private sector banks in focus; IDFC First, RBL, AU SFB rally upto 6%

Analysts on private banks: Overall, asset quality outlook is stable to positive, except for the unsecured retail loans and MFI segment; but it appears that stress in unsecured segment has peaked out.

'Paint stocks eye further downside as JSW Paints buys out Akzo Nobel India'

JSW Paints news: JSW Paints' recent acquisition will increase the cut throat competition in the industry. Analysts, now, eye how Asian Paints and other paint stocks will sustain their margins