Market News
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Avoid chasing metal rally; focus on domestic sectors: Jyotivardhan Jaipuria
Jyotivardhan Jaipuria, Founder & MD of Valentis Advisors, says market corrections during geopolitical conflicts historically present buying opportunities, though investors should stagger investments due to oil and gas risks. He remains positive on banks, select capital goods and pharmaceuticals, while continuing to hold metals but avoiding fresh buying at current levels. Export-oriented sectors like chemicals may face near-term pressure from higher logistics and raw material costs.
Zuari Agro settles with SEBI after paying ₹1.2 crore; Company officials face trading ban
SEBI settled with Zuari Agro Chemicals and executives on March 5, 2026. ZACL will pay around ₹1.2 crore and face a three-month market ban. Sethy and Gupta will each pay ₹73.12 lakh and face four-month bans. Shares of Zuari Agro Chemicals ended 0.6% lower at ₹210.9 on the NSE today, March 5.
IOL Chemicals scales up chemical manufacturing capacities
IOL Chemicals & Pharmaceuticals announced that it has expanded its Ethyl Acetate and Acetic Anhydride manufacturing capacities through internal accruals.
Krishival Foods Ltd Partly Paidup leads losers in 'B' group
Archidply Decor Ltd, DCM Shriram Fine Chemicals Ltd, Valiant Laboratories Ltd and Kridhan Infra Ltd are among the other losers in the BSE's 'B' group today, 04 March 2026.
Capacity expansion, new launches to support Navin Fluorine's growth
Navin Fluorine International's shares have seen a significant rise, fueled by newly commissioned capacities and a robust specialty chemicals pipeline. The company's CDMO division is experiencing faster growth, with a new cGMP facility providing revenue visibility.
Fertiliser outlook | Strait of Hormuz disruption could hit supplies, pricing a key risk, says IIFL
Ranjit Cirumalla, Senior Vice President-Research Agri, Chemicals at IIFL, said the Strait of Hormuz is critical for India’s fertiliser supply, as a large share of imported urea, DAP, MOP, rock phosphate and phosphoric acid transits through it. Any disruption could hit availability and push up prices ahead of kharif. While urea costs are largely passed through, complex fertilisers may see pricing impact until subsidy revisions. Stocks like Coromandel, Deepak Fertilisers and Deepak Nitrite could see near-term effects, with government support cushioning volatility.
Chemicals maker Dorf Ketal likely defers IPO plans amid Italmatch bid
Gujarat's Dorf Ketal is deferring its IPO to secure ₹2,000 crore in pre-IPO funding to part-finance acquisition of Italmatch Chemicals. This acquisition, valued at $1.6-1.8 billion, will enhance its product range and European footprint.
India braces for fuel hikes as West Asia conflict escalates
India faces rising fuel prices as Brent crude surges amid US, Israel, and Iran conflict. Closure of the Strait of Hormuz threatens supply, impacting CAD and sectors like paints and chemicals.
Anupam Rasayan completes USD150-mln acquisition of US speciality chemical maker Jayhawk
Anupam Rasayan India has acquired US-based Jayhawk Fine Chemicals Corporation for approximately USD 150 million. This strategic move aims to broaden Anupam Rasayan's global presence and access new end-use markets. The acquisition is expected to enhance its integrated platform and create cross-selling opportunities. Jayhawk's operations in performance materials will now be consolidated into Anupam Rasayan's financials.
Dipan Mehta prefers pharma, specialty chemicals; stays cautious on IT, exits Info Edge
Dipan Mehta of Elixir Equities prefers pharma and specialty chemicals for medium-term investments, remains cautious on IT amid AI uncertainty, and suggests exiting Info Edge stock.
2026 may reward stock pickers; autos, financials at fair valuations: Kenneth Andrade
Kenneth Andrade, Founder & CIO of Old Bridge Asset Management advises focusing on companies where major capital expenditure is complete, particularly in sectors like chemicals, pharmaceuticals, and select commodities. Andrade remains cautious on IT services but sees significant value in businesses with strong balance sheets and attractive valuations, even amidst bearish macroeconomic headwinds, citing IEX as a key example.
Taking Stock: Bull run on D-Street; Sensex jumps 1,074 pts, Nifty reclaims 24,000
Nearly 150 stocks touched their 52-week high on the BSE, including HFCL, Torrent Pharma, JB Chemicals, Angel One, Vodafone Idea, Polycab, Navin Fluorine, Manappuram Finance, Anand Rathi, KEI Industries, GE Vernova TD, Apollo Hospitals, Gland Pharma, Varun Beverages, Bajaj Auto, Timken, Hindalco Industries, among others.