Page 6 - Industry Report

Results preview: Liquor companies brace for mixed Q4 FY26 showing

Among them, spirits firms seen reporting steady performance

High copper prices, unseasonal rains may hit consumer durables; top picks

Data showed that in FY25, the extended heatwave drove room AC volumes up by 20-25 per cent Y-o-Y to around 12.5 million units, creating a high base that FY26 has struggled to match.

Gas stocks rally on US-Iran de-escalation hopes; analysts see limited gains

Shares of Gujarat State Petronet were up 9 per cent, while Gujarat Gas and Aegis Logistics gained over 7 per cent each

Analysts pick HDFC AMC, CAMS, KFin as top bets as MF growth accelerates

Mutual funds, AMCs, and market infra players could see a multi-year earnings boom as retail investing deepens. Emkay Global, Axis Capital pick best AMC, RTA stocks to buy

Motilal Oswal sector of the week: Travel & Hospitality; check top bets here

From a structural standpoint, the Indian hospitality sector continues to benefit from favourable demand-supply dynamics and sustained growth in domestic travel

TCS, HCLTech, Wipro, Infosys, Mphasis: Why did Nifty IT rise 3% today?

Individually, Oracle Financial Services Software rallied 4.4 per cent, followed by TCS, Wipro, Persistent Systems, Infosys, Mphasis and LTIMindtree up over 2 per cent

Pharma cos brace for soft Q4; US drag persists; domestic growth cushions

Pharma sector may see a 7 per cent Y-o-Y growth in reported sales and a 1 per cent increase in Ebitda, led by steady ex-gRevlimid US sales, healthy domestic growth, and favourable forex movements

Analysts prefer Tata Power, NTPC amid likely rise in power demand

Given this backdrop, analysts expect power demand to jump 8-12 per cent year-on-year (Y-o-Y). "Every 1°C rise above 24°C historically adds roughly 2 per cent to demand," said analyst

Cement firms to post strong Q4 volumes, but costs may weigh on margins

Cement companies are likely to report healthy volume growth in Q4 FY26 on strong demand and capex push, but rising fuel and packaging costs may weigh on profitability and margins

Atul Auto, JBM, Olectra shares rise up to 19% in weak market; here's why

The buying on the counters came after the Delhi government proposed a 100 per cent exemption on road tax and registration fees for electric cars priced up to ₹30 lakh

HSBC Global bets on renewables; initiates 'Buy' on ACME Solar, Clean Max

The brokerage initiated 'Buy' on ACME Solar with a target price of ₹350. Similarly, Clean Max is rated 'Buy' as well with a target price of ₹1,150.

Diagnostics stocks favoured on Q4 optimism amid strong volume growth

Sector to outshine healthcare peers as higher volumes, steady realisations will boost revenue and profit, say analysts

TCS, Infosys: Nifty IT falls 3% in rising market: Key reasons explained

Coforge, Infosys, Mphasis and Tata Consultancy Services (TCS) slipped over 3 per cent

Q4 auto preview: Demand resilience to aid growth; margins face cost squeeze

Most brokerages expect healthy earnings growth across auto original equipment manufacturers (OEMs) and ancillary players on both a year-on-year (Y-o-Y) and quarter-on-quarter (Q-o-Q) basis

Anthropic Mythos AI: What it means for Indian IT stocks and cybersecurity

Anthropic's latest AI model, Mythos, marks a shift from general-purpose AI to domain-specific intelligence-particularly in cybersecurity. Motilal Oswal sees limited immediate disruption to Indian IT

Nomura flags 4 risks for PSU bank stocks; prefers Axis Bank, ICICI Bank

Global brokerage Nomura prefers private banks over PSU bank stocks, citing limited re-rating scope, weaker earnings quality, and high leverage risks among PSBs. It likes Axis Bank & ICICI Bank

Same store sales, buyer growth lift jewellery majors in March quarter

Strong same store sales and improving buyer growth helped jewellery majors post robust topline growth in the March quarter, signalling a recovery in demand

BSE, HDFC AMC, Nippon AMC jump upto 11% as US-Iran ceasefire sparks rally

Capital market stocks like BSE, HDFC AMC, and Nippon AMC surged up to 11% as US-Iran ceasefire boosted risk appetite and lifted global market sentiment.

Q4 metal preview: Steel rebound to drive growth; non-ferrous mixed bag

Most brokerages expect a healthy improvement in earnings for the ferrous sector, with Ebitda growth likely on both a year-on-year (Y-o-Y) and quarter-on-quarter (Q-o-Q) basis

Motilal Oswal sector of the week: Capital Goods; check top stock picks here

Overall, the sector's medium-term outlook remains constructive, driven by energy transition investments, defence indigenisation, and digital infrastructure buildout