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India's nuclear plants generated 56,681 MU of power in 2024-25: Jitendra Singh
In the fiscal year 2023-24, India's nuclear energy sector witnessed a remarkable uptick, marking a new era of growth. The country currently boasts 24 operational nuclear power plants generating a robust 8,780 MW. Looking ahead, ambitious plans are underway to bolster capacity by an additional 13,600 MW through 18 new reactors, including a groundbreaking Prototype Fast Breeder Reactor at Kalpakkam.
Iran war going beyond four weeks from now could trigger global recession: Neelkanth Mishra
Neelkanth Mishra, Head of Global Research at Axis Capital and Chief Economist at Axis Bank, says the Iran conflict is a major macro risk for India given its heavy dependence on energy imports. A prolonged disruption could wipe out around 7% of global energy supply and raise the risk of a global recession if it lasts beyond four weeks. While the impact on growth, inflation and currency may be one-time, supply shocks and second-order effects could worsen. Markets may need to panic before a resolution emerges. Axis Bank stock was trading at ₹1,221 at 9:37 am on the NSE, up over 16% in the past year.
Too early to call market bottom; prefer gradual investing via SIPs and funds: Anand Shah
Anand Shah of ICICI Prudential AMC, which manages funds worth ₹28,318 crore as of February 28, 2026, advises investors to avoid deploying cash aggressively as markets may not have bottomed yet. He recommends gradual allocation through SIPs or staggered investments, using a mix of ETFs and mutual funds rather than direct stock picking. Amid inflation, rising energy prices, and global shifts, Shah prefers value over growth and asset-heavy businesses. Commodity producers may benefit, while consumers like autos could face pressure.
Growth Leaders: 10 midcap stocks with stellar 50%+ YoY sales gains
Several NSE midcap companies delivered strong growth in the December 2025 quarter, with sales rising over 50% year-on-year. Firms across sectors such as metals, real estate, energy and healthcare reported sharp demand-led expansion, highlighting strong business momentum and growth potential.
OPEC confirms big Saudi oil production hike ahead of Iran war, holds forecasts steady
Saudi Arabia significantly boosted oil production in February as a safeguard against potential disruptions from U.S. and Israeli strikes on Iran. Despite this, OPEC maintained its forecast for robust global oil demand growth this year, while acknowledging the need to closely monitor geopolitical events. The International Energy Agency is set to release updated oil forecasts soon.
Motilal Oswal recommends buying these four defence stocks for up to 38% upside
Motilal Oswal said that the current West Asia conflict is likely to drive higher global defence spending as nations will prioritise security and military preparedness. It added that India's defence sector is well positioned to benefit from both rising domestic procurement and increasing export opportunity, supported by the government's push for indigenization and a growing reputation in the global arms market.
India’s MF industry could hit ₹800 lakh crore in 10 years: Raamdeo Agrawal
India’s mutual fund industry could grow ten-fold in the next decade, reaching ₹600–800 lakh crore in AUM, up from the current ₹80 lakh crore, predicts Raamdeo Agrawal.
Mazagon Dock shares surge 11% in anticipation of large orders by the end of FY26
After the second quarter, the Mazagon Dock's management had estimated the revenue for FY26 to be at ₹12,500 crore, up 9% from the previous year and 5% growth in FY27. Beyond that, the management expects to see considerable improvement in revenue and profits once the submarine projects kick in.
Suzlon Energy shares drop 30% in six months, but Motilal Oswal sees 61% upside; here’s why
Suzlon Energy shares have seen a significant decline, but Motilal Oswal remains bullish, projecting a 61% upside. The brokerage cites the company's 'Suzlon 2.0' vision, including leadership restructuring and the launch of a dedicated project development vertical, DevCo, as key drivers for future growth.
ET Graphics: Green energy growth enters fast lane
India's renewable energy surge, driven by solar power, is accelerating towards its 500 GW goal by 2030. With approximately 35 GW of solar capacity added this fiscal year, the nation is witnessing rapid expansion, robust grid planning, and manufacturing advancements. This growth is crucial for meeting rising energy demand and decarbonisation targets.
AI, consumption trends put Vishal Mega Mart, MTAR Tech and IT stocks in focus: Siddhartha Khemka
Siddhartha Khemka of Motilal Oswal Financial Services highlights three parallel themes shaping markets: recovery in consumption-led retail, rising demand linked to AI infrastructure buildout, and structural changes within IT services driven by artificial intelligence adoption. While volatility may persist in the near term, sector-specific opportunities continue to emerge across retail, engineering and technology companies.
Nykaa shares' 64% rally crowns it as internet leader, but do rich valuations justify the risk-reward?
Nykaa's parent company, FSN E-Commerce Ventures, has seen its shares surge by 64% over the past year. This rally follows strong operational performance and robust profit growth. Despite the impressive comeback, experts are divided on whether the current stock price offers a favorable risk-reward proposition. Some analysts recommend a buy on dips, while others suggest booking profits.