Page 7 - Industry Report

Nifty IT jumps 2.5%; why are Infosys, Wipro, TCS, Coforge up today?

Today's sharp outperformance in the IT sector was driven by overnight rally in tech stocks on the Wall Street and company-speciific developments back home.

Power stocks surge on strong order books, demand outlook and earnings

Shares of power companies surged as investors cheered strong order books, renewable energy demand and robust earnings visibility across the sector

Strong fundamentals drive hospital stocks rally in 2026; check top picks

Analysts say that the market is rewarding hospital companies not merely as defensive plays, but as scalable consumption businesses with strong pricing power, rising cash flows & long growth visibility

City Gas Distribution stocks rally on CNG price hike; IGL jumps 5%, MGL 3%

Following the latest revision effective from 6 AM on May 26, the price of CNG in Delhi has increased to ₹83.09 per kg from ₹81.09 earlier

Motilal Oswal sector of the week: Internet; here's why Eternal is top bet

Over the past two years, the industry has moved decisively toward ticket monetisation, with tickets now contributing roughly 50-70 per cent of event revenues compared to 10-30 per cent earlier

AI deals are rising, but earnings lag: What lies ahead for Indian IT stocks

Indian IT stocks have fallen up to 34 per cent in 2026 as AI disrupted outsourcing model. Analysts remain cautious on FY27 outlook. They prefer TCS, Infosys, HCLTech, Coforge

OMCs rally post fuel price hike; Nifty Oil & Gas up 1.6%, HPCL, BPCL lead

Oil prices slipped to a two-week low on Monday amid optimism over a potential US-Iran agreement

Why pharma stocks are emerging as safe bet amid global market turmoil

The pharma sector is seen as a safe bet because demand remains steady even during inflation or economic slowdowns. Besides, companies earn revenue from multiple global markets, which helps reduce risk

Consumer discretionary churn: Why Ambit likes Titan, Trent over QSR, SMIDs

Ambit said crude-linked RM inflation is expected to impact companies unevenly, with margin outcomes depending on pricing strategy, balance sheet strength, and operating leverage

Fuel price rise impact: Consumption stocks may bear the brunt, say analysts

While companies have started to pass input cost rise to consumers, inflation, according to G Chokkalingam, founder and head of research at Equinomics Research has not become a major issue yet.

Power stocks in demand; Hitachi, Siemens Energy, GE Vernova soar up to 9%

The T&D value chain, particularly segments focused on high voltage transformers, continues to benefit from a robust capex outlay, say analysts at Motilal Oswal.

JM Fin sees mid-tier IT outperforming largecaps; Mphasis among top picks

Within the sector, JM Financial sees mid-tier IT companies outperforming large-caps and has identified Infosys among the top-six players, Mphasis in the mid-tier space, and Sagility among business pr

Capital Market index hits 52-week high; Angel One soars 7%, MCX at new peak

Since the start of April 2026, the Nifty Capital Market index has outperformed the market by soaring 31 per cent, as compared to 6.2 per cent rise in the Nifty 50

Eternal better placed than Swiggy post fuel hike, says Elara; check targets

The brokerage has, however, reaffirmed its 'Buy' rating on Eternal with a target price of ₹400 per share, and on Swiggy with a target price of ₹360 per share

Nifty IT extends gains for third session, up 8%; check top picks by analyst

Prashanth Tapse of Mehta Equities said that while IT stocks have seen some improvement in price, the broader fundamentals of the sector remain challenging due to relatively subdued growth expectations

OMCs gain after fuel price hike; Nifty Oil & Gas index rises up to 0.6%

Petrol and diesel prices were raised by around 90 paise per litre on Tuesday, marking the second fuel price hike in less than a week

Motilal Oswal sector of the week: Power; Acme Solar, JSW Energy top bets

While valuations across several utilities have rerated sharply and now trade above historical averages, the sector's structural growth drivers continue to support a favourable long-term outlook

CDMO stocks in focus: Laurus Labs hits new high; Sai Life Sciences gains 2%

In the past one month, Laurus Labs and Sai Life shares have surged 18 per cent and 15 per cent, respectively. In comparison, the BSE Sensex has slipped 4.2 per cent.

BSE Cons Durables index down 3%; Amber Ent, Bajaj Electricals fall upto 17%

The BSE Consumer Durables index fell more than 3 per cent in intraday today. Among the individual stocks, Amber Enterprises tanked 17 per cent to ₹7,047.65.

Fintech stocks underperform: What's behind the massive valuation reset?

Larger platforms like PB Fintech and One97 Communications (Paytm) have closely tracked or slightly underperformed the Nifty 50, displaying far better resilience than sub-scale players