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India has levied ₹21.5/l duty on diesel and ₹29.5/l on ATF exports as global fuel prices soar. The step seeks to discourage export-driven gains and safeguard domestic supply.

HSBC said that the valuation that Lenskart commands compared to other retailers and platform companies, limits the upside that the stock price can have.

Valuations have corrected and dividend yields remain supportive, making select oil marketing companies worth tracking despite near-term volatility, Siddharth Khemka of Motilal Oswal Financial Services said. He also expects graphite players to benefit from improving demand in metals and electric…

GrafTech, which holds an estimated 25-30% market share in ex-China markets, has signalled firm pricing trends, a development seen as positive for domestic players such as Graphite India and HEG.

L&T said its buildings and factories business vertical won ‘significant’ orders across several states in India. It classifies orders in the ₹1,000 crore to ₹2,500 crore range as ‘significant’.

The production has been closed at the JLR Solihull plant due to an issue regarding parts, which involves a supplier, according to the report.

A lower excise duty impacts cost the cost burden for oil marketing companies, and with pump prices unlikely to change, the benefit is also retained.

In the current environment, the brokerage prefers defensive names and stocks that have corrected recently but continue to offer strong fundamentals. It has identified 10 stock ideas with up to 42% upside across three broad categories.

Middle East conflict tightens helium supply from Qatar, hitting chipmaking at VAT and others, risking cuts across electronics, automobiles and smartphones.

Motilal Oswal believes the company is well placed to benefit from the structural growth of India’s mutual fund industry, with overall QAAUM expected to grow at a 17% CAGR over FY26-28.