Higher crude oil prices a net positive for upstream cos, possibly for OMCs too: Kotak Equities

Kotak Institutional Equities reports that rising crude oil prices benefit upstream companies like ONGC and Oil India, increasing their EPS. Surprisingly, OMCs (BPCL, HPCL, IOCL) may also gain if the government maintains current pump prices, leading to potential margin expansion. While refining margins are modest, improved marketing profitability could offset these concerns.

Market movement to be limited in coming quarter; be neutral on pharma: Amit Khurana

Amit Khurana of Dolat Capital anticipates limited market movement in the coming quarter due to headwinds, suggesting a cooling period before renewed buying. Upside potential is capped, while downside risk is protected. He advises a neutral stance on the pharma sector for FY26, citing normalizing tailwinds and US trade tariffs, but favors JB, Ajanta, Cipla, […]

Banks report muted Q4 profit growth amid margin pressure

Banking sector’s net profit rose just 4.9% YoY in Q4 FY25—the slowest in 17 quarters—due to weak private bank performance, SBI’s earnings drop, and pressure on margins. Upcoming rate cuts and liquidity measures may ease stress ahead.