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OPEC+ set to approve third supply increase since Hormuz disruption, sources say
neutral
ET Markets - Industry 69d ago

OPEC+ set to approve third supply increase since Hormuz disruption, sources say

OPEC+ plans a small oil output increase. This boost will be symbolic as the U.S.-Iran conflict blocks vital Gulf oil routes. The Strait of Hormuz closure severely limits exports from key members. This disruption has already sent oil prices soaring. Analysts warn of jet fuel shortages and rising global inflation.

GLOBALGULFOILLUBOILVITALChemicalsConsumer Services
PM Modi’s Ujjwala at 10 marks shift from access to empowerment, says education minister Dharmendra Pradhan
positive
ET Markets - Industry 72d ago

PM Modi’s Ujjwala at 10 marks shift from access to empowerment, says education minister Dharmendra Pradhan

Ten years on, the Pradhan Mantri Ujjwala Yojana has provided clean cooking fuel to over 10 crore women. This initiative has significantly improved household health and reduced time spent on fuel collection. Women are now participating more in economic activities, gaining a stronger voice.

CLEANGAUDIUMIVFGLOBALMEDANTAChemicalsConsumer Services
Reliance Retail buys Priyanka Chopra Jonas’ Anomaly in beauty expansion push
positive
ET Markets - Industry 72d ago

Reliance Retail buys Priyanka Chopra Jonas’ Anomaly in beauty expansion push

Reliance Retail has acquired Priyanka Chopra Jonas's global haircare brand Anomaly. This move expands Reliance Retail's beauty and personal care offerings. Anomaly is known for its clean, vegan, and affordable products. Reliance Retail plans to scale the brand in India and internationally. Priyanka Chopra Jonas will continue as Creative Director. This acquisition strengthens Reliance Retail's position in the beauty market.

AFFORDABLECLEANGLOBALRELIANCERELINFRARETAILSDREAMSV2RETAILCapital GoodsChemicals
LANXESS invests Rs 150 cr to set up new lubricant additives business facility in Gujarat's Jhagadia
positive
ET Markets - Industry 73d ago

LANXESS invests Rs 150 cr to set up new lubricant additives business facility in Gujarat's Jhagadia

Specialty chemicals maker LANXESS is investing Rs 150 crore in Gujarat. A new blending plant will be set up at its Jhagadia site. This facility will produce specialty lubricant additives. It will serve customers in India, the Middle East, and other global markets. The plant reinforces LANXESS's commitment to regional customers.

GLOBALGNFCGSFCGUJALKALIJGCHEMChemicalsConsumer Services
Markets Downplay War’s Impact on Petrochemicals, Pipeline CEO Says
negative
LiveMint - Markets 73d ago

Markets Downplay War’s Impact on Petrochemicals, Pipeline CEO Says

Investors are misjudging how much Strait of Hormuz closures could impact global flows of petrochemicals, said Enterprise Products Partners LP Chief Executive Officer Jim Teague, adding to a chorus of industry voices warning about lingering disruptions from the Iran war.

GLOBALIGPLChemicalsConsumer Services
In a sea of red, how a smallcap defence company delivered multibagger returns this year
positive
ET Markets - Stocks 73d ago

In a sea of red, how a smallcap defence company delivered multibagger returns this year

Despite a challenging market, MTAR Technologies has delivered multibagger returns, surging nearly 100% in just over four months. The smallcap defence company's rally is driven by its critical role in the global clean energy and AI infrastructure supply chain, particularly its partnership with Bloom Energy. Analysts anticipate significant order inflows from this collaboration, though valuation concerns are emerging.

BMETRICSCLEANCLEANMAXDEFENCEENERGYGKENERGYGLOBALKPELMTARTECHSMALLCAPSML100CASETVSSCSCapital GoodsChemicals
Balaji Amines says ammonia supply disruption easing, but stock falls
positive
CNBC TV18 - Markets 74d ago

Balaji Amines says ammonia supply disruption easing, but stock falls

Balaji Amines said the global ammonia supply chain is now showing signs of improvement, allowing a gradual restart of production of ammonia-based products, including methylamines, ethylamines and their derivatives.

BALAMINESBMETRICSGLOBALTVSSCSChemicalsConsumer Services
Mega conviction! 10 stocks where FIIs raised over 2% stake when everything in markets was crashing
positive
ET Markets - Stocks 79d ago

Mega conviction! 10 stocks where FIIs raised over 2% stake when everything in markets was crashing

Despite massive FII outflows amid global volatility, foreign investors sharply increased stakes in 10 Indian stocks during Q4. Retail, financials, manufacturing, and specialty chemicals saw the strongest gains, signalling selective high-conviction buying focused on companies with strong earnings visibility, sector tailwinds, and resilient domestic demand.

GLOBALJGCHEMRETAILSDREAMSV2RETAILChemicalsConsumer Services
Andhra Pradesh to host Rs 5,400 crore solar manufacturing project groundbreaking
positive
ET Markets - Industry 80d ago

Andhra Pradesh to host Rs 5,400 crore solar manufacturing project groundbreaking

Andhra Pradesh Chief Minister N Chandrababu Naidu will lay the foundation stone for ReNew Energy Global plc's Rs 5,400 crore solar manufacturing facility in Anakapalli district. This 6 GW solar ingot and wafer unit marks a significant step in India's push for domestic clean energy manufacturing and energy security, aligning with the state's Integrated Clean Energy Policy 2024.

CLEANCLEANMAXENERGYGKENERGYGLOBALKPELSOLARINDSChemicalsConstruction
China asks Iran to ensure freedom of navigation through Strait of Hormuz
positive
ET Markets - Industry 86d ago

China asks Iran to ensure freedom of navigation through Strait of Hormuz

China's Foreign Minister Wang Yi has urged Iran to guarantee safe passage through the Strait of Hormuz. This critical waterway is vital for global oil trade. China, a major importer of Iranian oil, is concerned about energy disruptions. The call comes as Pakistan attempts to mediate new peace talks between the US and Iran.

ENERGYGKENERGYGLOBALKPELOILVITALChemicalsConstruction
Jeh Aerospace signs supply pact with France-based Liebherr-Aerospace
positive
ET Markets - Industry 87d ago

Jeh Aerospace signs supply pact with France-based Liebherr-Aerospace

Jeh Aerospace has secured a significant long-term deal with Liebherr-Aerospace. The agreement focuses on precision landing gear components for narrow-body commercial aircraft. Jeh Aerospace will manufacture these vital parts at its Hyderabad facility. This collaboration integrates Jeh Aerospace into Liebherr-Aerospace's global manufacturing network. The pact underscores Jeh Aerospace's commitment to operational excellence and precision manufacturing.

GLOBALLTGILTBEESPRECISIONUNIMECHVITALAutomobile and Auto ComponentsCapital Goods
ReNew commissions 2.4 GW, marks record renewable capacity addition
positive
ET Markets - Industry 87d ago

ReNew commissions 2.4 GW, marks record renewable capacity addition

ReNew Energy Global Plc achieved a record 2.4 GW of new renewable energy capacity in FY2026. This brings their total operating capacity to 12.6 GW, making them the second largest in India. The company also has significant solar manufacturing capabilities. This marks a significant milestone for ReNew's growth in the renewable energy sector.

ENERGYGKENERGYGLOBALIREDAKPELSOLARINDSSWSOLARTOTALChemicalsConstruction