Page 6 - Industry Report

Why are brokerages betting on SBI Life and HDFC Life among life insurers?

Private life insurers' individual annualised premium equivalent (APE) increased at a moderate 7.7 per cent year-on-year (Y-o-Y), whereas LIC's individual APE fell 31.8 per cent Y-o-Y

Cement sector set for H2FY26 upswing; JK Cement tops Nuvama's picks

While monsoons and consumption deferrals following the GST rationalisation impacted demand in Sep'25, prices largely held firm, signalling resilience in the sector, Nuvama analysts said

Life insurers' new business premium rises 14.8% in September 2025

Robust group segment performance led by LIC and private players drives 14.8 per cent year-on-year growth in new business premium for life insurers

Complex fertiliser volumes likely to grow 2-4% amid geopolitical risks

Volume growth of complex fertilisers is expected to slow down to 2-4 per cent in this financial year from 9 per cent last year amid import constraints, geopolitical headwinds and a high-base effect, a report said on Thursday. Crisil Ratings in the report stated that supply disruptions have also led to a rise in raw material prices, which in turn may increase the subsidy requirement. However, credit profiles are seen stable because of steady profitability, expected additional subsidy allocation and its timely disbursement, said the report. "Volume growth of complex fertilisers is seen slowing to 2-4 per cent this fiscal after a strong 9 per cent print last fiscal because of availability issues with imported fertilisers, ongoing geopolitical disruptions and high-base effect," the report said. Complex fertilisers account for a third of the overall domestic fertiliser consumption of which nitrogen phosphorus potassium (NPK) grades comprise 55 per cent and di-ammonium phosphate (DAP) ..

Tariff relief buzz lifts Nifty Pharma Index; Lupin, Aurobindo lead gains

Pharma stocks were rising in trade today as export concerns eased on US tariff report. Check out the top stocks that may benefit from US tariff relief

Will Apollo, Max, Metropolis outshine peers in Q2? Here's what analysts say

Domestic brokerage firm Nuvama analysts forecast a modest sequential slowdown but a healthy ~17 per cent year-on-year (Y-o-Y) Ebitda growth, led by hospitals and diagnostics.

IGL vs MGL: Which stock to buy amid tax cut buzz in Gujarat? Analysts weigh

City gas distributors Indraprastha Gas and Mahanagar Gas may see a major earnings lift as Gujarat slashes VAT on gas to 2%. Analysts expect improved margins, profitability, and strong stock upside

Anant Raj, Oberoi Realty: Why are real estate stocks falling today?

Real estate stocks fell up to 5% as investors booked profits. A dip in foreign capital inflows and global headwinds also weighed on sector sentiment

Results preview: Bank profits to see sharp dent in Q2 on margin pressure

Credit costs may also weigh on margins, given the stress in the unsecured loan book, bankers said

TCS, Infy, HCL Tech gain 2%; IT index up 5% in 1 week ahead of Q2 results

However, thus far in the calendar year 2025, the IT index has underperformed the market by falling 20 per cent, as against 4.7 per cent rise in the BSE Sensex

Tata Steel vs JSW Steel vs NMDC: Which metal stock is JP Morgan bullish on?

JP Morgan has raised Tata Steel's share price target to ₹195 from ₹180, implying an upside potential of 14 per cent from current levels.

Housing sales rise 1% in July-September across top 8 cities in India

India's eight major housing markets saw a nominal one per cent increase in sales during the July-September quarter, Knight Frank said on Tuesday, ruling out any signs of slowdown so far but contending that demand for residential properties might be reaching its peak. Real estate consultant Knight Frank India noted that the sales data for the current festive quarter would present a clear picture. Releasing its report on the Indian real estate market through a webinar, Knight Frank mentioned that housing sales across eight major cities rose 1 per cent annually to 87,603 units during the third quarter of the current 2025 calendar year, sustaining the momentum of high demand being seen post the COVID pandemic. Fall in mortgage rates, high economic growth and tax sops in the budget have helped in maintaining the sales momentum, the consultant said, adding that the impact of the increase in consumer confidence because of GST rates rationalisation from September 22 was yet to be seen in th

Medanta, Max: Analysts pick best hospital stocks to buy post CGHS revision

The CGHS rate revision could lift hospital chains' revenues and margins, say analysts. Here are the listed stocks set to benefit most from the policy update

Goldman Sachs turns bullish on India's aerospace, defense sector

Among individual stocks, Solar Industries, Bharat Electronics, Data Patterns and PTC Industries are Goldman Sachs' top buy ideas, while Bharat Dynamics has been rated Sell'.

Nomura prefers Marico, Tata Consumer, Britannia; sees price hikes in Q4FY26

In the year-to-date (Y-T-D) period, the Nifty FMCG index has lost 3 per cent, as compared to a rise of around 4 per cent in the Nifty 50, Bloomberg data shows

Fuelled by GST rate cuts, car sales hit top gear in festival season

Maruti, Tata, Mahindra log record growth as Navratri demand lifts car sales; logistics bottlenecks emerge amid surge

CAMS, Nuvama, ABSL AMC: Why is Motilal Oswal betting on these stocks?

According to Motilal Oswal, retail mutual fund activity has shown some moderation, particularly in Systematic Investment Plan (SIP) flows, as one-year SIP returns have turned negative.

Jefferies says 'Buy' Amber, Syrma, 'Hold' Dixon amid PCB expansion plans

Amber and Syrma are primarily targeting printed circuit board (PCB) manufacturing, while Dixon is focused on backward integration in mobile value chains, specifically camera and display modules.

Q2 results preview: Global headwinds likely to show in IT firms' earnings

While the first few months of the financial year saw no notable deterioration, as called out by the companies in July

India's blue- and grey-collar salaries rise 23% over two years: Report

The salaries of India's blue- and grey-collar workforce have increased by 23 per cent over the past two years, reflecting the growing demand and opportunities for the skilled workforce, a report said on Tuesday. The overall salaries have grown by 23 per cent in just two years, reflecting the rising demand and opportunities for India's blue and grey-collar workforce, WorkIndia's Salary Report 2025 stated. The WorkIndia Salary Report 2025 is based on an analysis of 1.93 lakh job seekers' data from 2023 to August 2025. However, the report revealed that male workers witnessed a faster pace of salary growth at 9 per cent, compared to women workers at 6 per cent, highlighting the persistence of gender pay inequality. Meanwhile, non-metro cities have emerged as growth engines, recording an average 14 per cent increase in salaries, outpacing metro cities where salaries rose by 10 per cent, it said. Full-time employment continued to see steady salary increases of 10-15 per cent each year,