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Chemicals could be this year’s dark horse as cycle turns: Pankaj Tibrewal
The Founder and CIO of IKIGAI Asset Manager pointed out that China pressure is easing after years of drag, setting up a turn in the chemical cycle.Revenue growth could return to double digits as operating leverage supports earnings.
Premiumisation and expansion into new markets key focus areas: Mother Dairy MD
Mother Dairy is prioritizing premium products and expanding into new markets. The company is also strengthening its distribution network and increasing its presence on quick commerce platforms. This strategy aims to meet evolving consumer demands and address competition. Mother Dairy anticipates significant growth in the coming fiscal year, projecting revenue to reach Rs 24,000 crore.
Power Systems shares jumps 7% after Motilal Oswal initiates ‘Buy’ with Rs 340 target
Fujiyama Power Systems shares surged over 6% after Motilal Oswal initiated coverage with a Buy rating and Rs 340 target price. Strong solar market prospects, capacity expansion, and policy support boosted sentiment, although technical indicators signal overbought conditions, suggesting potential near-term consolidation despite a firmly positive broader trend outlook.
Stocks To Buy: Motilal Oswal 'bull case' projects 131% upside for this solar energy solutions provider
Fujiyama is now ramping up capacity to tap into India's 100 GW rooftop solar opportunity by FY30. It has outlined a ₹300 crore capex plan at its Ratlam facility to expand capacity in panels, inverters, and batteries to 3.7 GW, 3.7 GW, and 3.8 GWh, respectively.
Solar equipment makers get no funds under Rs 24,000 crore PLI scheme till February end: Parliament
No funds have been disbursed to solar equipment makers under the Rs 24,000-crore Production Linked Incentive scheme as of February-end. The scheme mandates a one-year post-commissioning period before fund release. While significant manufacturing capacity has been established, upstream component production faces challenges. The government is actively working to strengthen domestic capabilities and reduce import reliance.
Citi cuts Nifty's target to 27,000 on earnings, macro risks from raging Iran war
Citi Research has lowered its year-end Nifty 50 target to 27,000, citing escalating Middle East war risks impacting India's growth and corporate earnings. Surging oil and supply shocks are worsening the economic outlook, with potential disruptions to LPG, LNG, fertilizers, and petrochemicals. The brokerage also downgraded the auto sector to 'neutral' due to price spikes and potential semiconductor issues.
Middle East crisis to boost defence demand; Motilal Oswal favours 4 stocks
Motilal Oswal Financial Services has a 'Buy' rating on Bharat Electronics, Hindustan Aeronautics, Bharat Dynamics, and Astra Microwave Products
Mutual fund reset: 5 things every investor should do to their portfolio before FY27
Major regulatory, taxation and disclosure changes in India's mutual fund industry are reshaping portfolio strategy ahead of FY 2026-27. Investors may need to reassess diversification, debt allocation, costs, documentation and tax planning. Experts suggest a structured portfolio clean-up before March 2026 to adapt to the evolving regulatory and market environment.
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.
Home First Finance bulk deal alert: Promoters sell stake worth Rs 660 crore; Societe Generale among buyers
Home First Finance shares fell nearly 6% after promoters Aether and True North sold Rs 660 crore stake via bulk deals to Societe Generale and PICTET. Despite the decline, the stock has outperformed benchmarks over one year and posted strong quarterly profit growth.
Navin Fluorine rally rides on strong outlook, but valuations look stretched
Navin Fluorine appears well-positioned for a strong multi-year growth trajectory, but investors seem to be capturing a good share of the optimism in the current valuations
Buy SRF; target of Rs 3350: Motilal Oswal
Motilal Oswal is bullish on SRF recommended buy rating on the stock with a target price of Rs 3350 in its research report dated Jun 24, 2026.