Page 4 - Industry Report

Q1FY27 pharma preview: Domestic growth cushions US-led pressure on earnings

Hospitals and diagnostics are expected to outperform in Q1FY27, driven by capacity additions, improving utilisation and higher patient volumes despite pressure on margins

Oil markets on edge as geopolitical risks tighten supplies: Mirae Asset

Brent is likely to remain supported while Hormuz traffic remains impaired, Red Sea threats persist, and Russian refining capacity faces recurring attacks

Q1 results preview: Higher costs may squeeze margin of auto companies

OEM revenue is expected to rise 22-29 per cent in Q1FY27, led by strong vehicle demand, exports and premiumisation, while higher input and freight costs are likely to squeeze margins

Motilal Oswal sector of the week: Cement; check top bets, target here

According to Motilal Oswal, the cement sector presents an improving medium-term outlook and opportunities for investors

Nifty Bank index tanks 2%; HDFC Bank, Axis Bank plunge 5% post Q1 results

HDFC Bank and Axis Bank were down 5 per cent each, while Yes Bank and Kotak Mahindra Bank from the Nifty Bank index were down 4 per cent each in intra-day deals on Monday.

Banks post modest treasury gains in Q1 despite softer bond yields

Banks booked modest treasury gains in Q1FY27 despite softer bond yields as they pared excess SLR holdings and sold government securities to support credit growth

RBI's forex deposit measures raise hopes of margin recovery for banks

RBI's measures to attract foreign currency inflows are expected to improve liquidity and support lending margins as major private sector banks, including HDFC and Axis Bank, report Q1 earnings

Nifty Capital Market index slips over 2%; HDFC AMC, Groww down up to 5%

UTI AMC, Nuvama Wealth Management, 360 ONE WAM, KFin Technologies, Angel One and MCX dropped 3 per cent each in intra-day trade on Thursday.

HDFC Bank Q1 preview: PAT may rise 9% on strong loan growth; NIMs seen flat

HDFC Bank Q1 result preview: Q1 could be a mixed quarter for the lender, with analysts expecting flat NIMs. Asset quality is likely to remain steady, while loan growth may stay in double digits

EMS stocks in demand; Dixon, Kaynes, Cyient DLM rally up to 7%; here's why

The Union Cabinet granted approvals to two key schemes: the Mobile Phone Manufacturing Scheme with an outlay of ₹62,500 crore, and ISM 2.0 with a budgeted outlay of ₹1.3 trillion.

Auto industry posts record Q1 sales; festive demand seen lifting growth

India's automobile industry recorded its strongest-ever first quarter, with record sales across key segments, while SIAM expects festive demand and easier financing to sustain momentum

UBS downgrades Waaree to 'Neutral', cuts target by 30%: 3 reasons why

The downgrade stems from growing near- and medium-term challenges in the solar industry, with the sector entering a consolidation phase, UBS said.

FY27 real estate pre-sales on track; Prestige, Lodha, ABREL top bets: Ambit

Pre-sales numbers for most real estate developers are expected to stay on track in Q1FY27 to achieve targets for FY27, even as top developers like Oberoi and DLF did not launch projects this quarter

Bank, Financial shares shine; Shriram Fin, IndusInd, Union Bk jump up to 3%

Banking and financial stocks led the market rally on Wednesday, ahead of upcoming Q1FY27 results from major private lenders, including HDFC Bank, Axis Bank and ICICI Bank, due over the weekend.

BESS market enters reset phase; Ambit prefers NTPC, sees 16% upside

Ambit Capital sees the BESS market entering a reset phase, citing rising costs, aggressive bids, project delays, and battery life-cycle uncertainties as key challenges for utilities.

HPCL, BPCL, IOC: $10/bbl oil rise may cut Ebitda by ₹77000 cr, says Nomura

Nomura said that elevated crude oil prices are negative for OMCs' marketing margins and CGDs' input costs, while positive for upstream realisations in the near term.

TVS, Bajaj, Hero and Ather corner 96% of H1 e2W growth as Ola loses ground

Fada data shows legacy players driving nearly all first-half market growth, while Ather remains the standout among EV-first manufacturers

Bandhan Bank, RBL: Private bank stocks steal a march over PSU peers in FY27

Q1-FY27 numbers, according to Anirudh Garg, fund manager & partner, INVasset PMS, are likely to show soft margins across the board, but private banks will be the first to show the NIM trough is over

Nifty Auto skids 2% on oil spike; analyst says long-term outlook firm

Tube Investments of India, Ashok Leyland were among the major laggards. Both counters fell over 3 per cent as the Brent price surged to $85 per barrel mark, adding pressure on auto stocks.

Power sector: Equirus starts coverage on JSW Energy, Torrent; NTPC top pick

Equirus Securities has assigned a target price of ₹653 for JSW Energy, implying an upside of 15 per cent. Similarly, Torrent Power received a target price of ₹1,515, suggesting over 5 per cent upside