Page 4 - Industry Report

Alco-bev premiumisation intact in Q3; Radico top pick for JM Financial

Among key trends, spirits companies such as Radico Khaitan Ltd. and United Spirits Ltd. continued to outperform beer major United Breweries Ltd. on volumes, JM Financial said

RITES, Kalpataru Projects, Ahluwalia Contracts: 3 stk ideas by Axis Direct

Stocks to buy: Axis Direct has recommended 'Buy' call on Kalpataru Projects International, RITES Ltd and Ahluwalia Contracts

Power demand rebounds in Jan; Antique bullish on JSW Energy, Adani Power

Antique highlighted JSW Energy and Adani Power as its preferred picks, citing their strong execution visibility

Why Ambit prefers hotel stocks over aviation and luggage? Leela top bet

The brokerage preference remains hotels over aviation and luggage within the travel and related consumption basket, reflecting stronger earnings visibility in hotels

Affordable Housing Finance a compelling long-term story, says Centrum

Centrum Broking bets on Aptus and Home First Finance; the brokerage believes recent stock price corrections offering a potential entry opportunity

Why defence stocks are rising in trade today? Astra Microwave gets 'Buy'

Defence stocks are in a momentum on a day when French President Emmanuel Macron is visiting India, raising hopes that India could seal a deal to buy more fighter jets

Why did BSE, Angel One, MCX shares fall up to 10% after RBI funding norms?

BSE, Angel One and MCX shares fell up to 10% after RBI revised capital market exposure norms. JM Financial says new rules favour banks but tighten funding for brokers

AI threat to Indian IT stocks? Motilal Oswal explains road head for sector

According to MOFSL, enterprise complexity, legacy systems and governance constraints could slow AI adoption, pushing productivity gains further out

Strong Q3 show, trade deals drive gains for auto-component stocks

Segment has outperformed the Nifty Auto index so far this year

Nifty Metal falls 3% as investors book profit; buy the dips, say analysts

Thus far in CY26, the Nifty Metal has been the best performing sectoral index that moved up around 10 per cent, ACE Equity data shows. In comparison, the Nifty 50 index lost nearly 1 per cent

Flight fares rise 50% as fans head to Colombo for India-Pakistan match

Airfares to Colombo surge up to 50 per cent ahead of India-Pakistan clash on February 15, with hotel tariffs also moving up amid strong cricket-driven travel demand

Nifty FMCG index tanks 6% in 2026; analysts remain selective on stocks

As a strategy, Gaurang Shah, head investment strategist at Geojit Investments remains selectively bullish on the FMCG stocks on the back of a likely improvement in semi-urban and rural demand.

Trade deals, capex push boost India's aero, defence outlook: Goldman Sachs

Goldman Sachs highlighted three major tailwinds for the sector, including an 18 per cent Y-o-Y increase in capital procurement in the Union defence budget for FY27, and the proposed India-EU FTA

Indigo, A-I, SpiceJet say FDTL norms 'more restrictive' than global norms

The Federation of Indian Airlines, representing IndiGo, Air India and SpiceJet, has told the DGCA that the draft rules should focus on flight duty period instead of flight time

Telcos seek higher int'l termination charges amid growing AI-led scams

Say it will ensure an ecosystem that prioritises consumer protection

India-US trade deal to boost auto suppliers, says Nomura; lists top winners

Nomura said the combination of lower duties and a weaker Indian rupee increases global competitiveness for auto suppliers such as Bharat Forge, Sansera, Sonacoms, Belrise Industries, and Motherson

Auto sector momentum builds; MOFSL prefers TVS, Maruti Suzuki as top stocks

India's auto sector starts 2026 with strong demand across PVs, 2Ws, CVs and tractors. MOFSL prefers TVS Motor and Maruti Suzuki.

Family business groups bullish on expansion, growth despite hurdles

PwC's latest survey finds 36% of Indian family businesses lack a clear succession plan, even as most remain confident about growth and expansion despite governance gaps

Systematix sees life insurance sector to gain post-GST cut; check top picks

The recent GST exemption on individual life insurance policies has emerged as a strong structural tailwind for the sector after a prolonged period of regulatory headwinds

Cement majors post double-digit volume growth in Q3, eye price recovery

Leading cement makers reported strong double-digit year-on-year growth in sales volumes during the December 2025 quarter, even as their realisations came under pressure. The companies remain optimistic of further improvement in demand and prices in the coming months, aided by benign inflation, supportive tax rationalisation measures and healthy infrastructure-led growth. Industry leaders, including UltraTech, Ambuja Cements, Shree Cement, Dalmia Bharat, JK Lakshmi Cement and JSW Cement, saw higher capacity utilisation and expansion in volumes. However, overall profitability was impacted by rising input costs, provisions under new labour codes and elevated prices of pet coke and coal. Despite these challenges, toplines were supported by premiumisation, improved product mix and higher non-trade sales. Apart from grey cement, companies also reported robust growth in their Ready Mix Concrete (RMC) business, which registered high double-digit expansion. Leading cement maker UltraTech .