AIR INDIA PROFITABILITY
Stock picks of the week: 5 stocks with consistent score improvement and upside potential of up to 33%
To get clarity on the markets, there are three questions to which you need answers. First: When will the war end? Second: How long will it take to rebuild destroyed infrastructure? Third: How will the post-war geopolitical situation pan out? Now, the answers to all three are up in the air. So, expect a phase of uncertainty. Our selected stocks for today depict a strong upward trajectory in their overall average score which is based on five key pillars: Earnings, fundamentals, relative valuation, risk, and price momentum. This implies that there has been a significant improvement in their market outlook in the given time frame.
Air India rolls out premium makeover: New cabins, lounges, and aircraft to boost revenue
In an ambitious bid to redefine air travel, Air India is revamping its passenger experience. Customers will soon enjoy upgraded cabins on older jets as well as state-of-the-art aircraft, accompanied by the launch of exclusive airport lounges. These enhancements are tailored to draw in premium travelers, with the ultimate goal of boosting revenue and driving profit growth.
Stock picks of the week: 5 stocks with consistent score improvement and upside potential of up to 36%
Whether you are a trader or an investor, there is one thing to watch carefully in the coming days: Earnings. The reason why this is important is because the market is likely getting into sector-specific mode and there will be sectors which will outperform while others stay under pressure. Our selected stocks for today depict a strong upward trajectory in their overall average score which is based on five key pillars: Earnings, fundamentals, relative valuation, risk, and price momentum. This implies that there has been a significant improvement in their market outlook in the given time frame.
West Asia conflict hits tourism, aviation: PHD Chamber of Commerce and Industry flags 15-20%
The ongoing conflict in West Asia is casting a long shadow over India's tourism and aviation sectors. Tourist arrivals have plummeted, prompting airlines to alter their routes, which in turn raises both fares and journey durations. The hospitality industry is feeling the strain as well, with many restaurants shutting down and significant losses reported.
West Asia conflict disrupts aviation, leads to 15–20% dip in inbound tourist traffic; Rs. 18,000 crore net loss for industry: PHDCCI report
India's vibrant tourism and hospitality sector is currently reeling from the impact of conflicts in West Asia. With inbound tourist arrivals plummeting and flight paths being heavily affected, the industry is facing unprecedented financial strain. In response, there is a call for innovative policy changes to enhance stability and broaden the range of tourism experiences.
A ₹18,000 crore blow seen for India's aviation story as West Asia conflict clips wings
India's aviation and tourism sectors are currently navigating turbulent skies due to the unrest in West Asia. Airlines are challenged with heightened expenses and prolonged flight durations, significantly impacting international travel. The inbound tourism sector is seeing a downturn as Indian travelers prefer more brief vacations abroad.
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ET Prime Special Series: Multibagger or Bankrupt - Part 54: Will manufacturing capability help this firm move into defence space?
The auto ancillary sector is being forced to answer a difficult question: When technology changes, which suppliers remain relevant and which get left behind? This company stands out because it is not built around one narrow-end market. It has automotive at the centre, but also has exposure to engineering, defence, aerospace and other industrial segments. That wider presence offers some support. Still, the main issue remains unresolved. A meaningful part of its current auto-linked basket belongs to the old combustion era, while its manufacturing capability may still travel into newer applications. This is less a collapse story and more a test of adaptation.
Earnings vs signals: Q4 results may matter more than they look
The March quarter earnings season arrives at an inflection point, with stable numbers masking underlying economic shifts. Escalation of the Gulf conflict introduced external shocks, with first-order impacts visible in rising input costs. Investors should focus on forward-looking signals as second-order effects are expected to unfold in Q1 FY27.
Air India asks Tata, Singapore Air for funds after $2.4 billion loss
Air India reported a wider-than-expected annual loss of over ₹220 billion ($2.4 billion) for FY26, driven by multiple disruptions including a fatal aircraft crash, airspace restrictions, and geopolitical tensions. The airline is now seeking fresh funding from its shareholders, including Tata Group and Singapore Airlines, though the final amount is still under discussion.
TCS Nashik case escalates; Zepto’s road to IPO
Happy Tuesday! TCS COO Aarthi Subramanian will head the investigation into a sexual harassment case at its Nashik unit. This and more in today's ETtech Morning Dispatch.
IHCL's diversification strategy shields growth
IHCL MD and CEO Puneet Chhatwal said escalating West Asia tensions may impact global travel in the near term, but the hospitality sector remains resilient after past crises like Covid-19. He said IHCL’s diversified portfolio across brands, geographies, and business segments is helping it stay on track for long-term growth, with expectations of double-digit revenue expansion driven by new hotel openings and expansion across domestic and international markets.
Stock picks of the week: 5 stocks with consistent score improvement and upside potential of up to 26%
Despite the US and Iran failing to reach an agreement over the weekend, the street is not entirely in a bearish mood. Market breadth is not as bad as it could have been. It is clear that, post-correction, the street is at a stage where, if a company delivers numbers, there is enough money waiting to move in. So, from a blanket bearish market, we are probably seeing the first steps towards a stock-specific market. Our selected stocks for today depict a strong upward trajectory in their overall average score which is based on five key pillars: Earnings, fundamentals, relative valuation, risk, and price momentum. This implies that there has been a significant improvement in their market outlook in the given time frame.
Manage short-term risk and volatility for long-term opportunity: 7 stocks from different sectors with upside potential of up to 32%
There will be many ifs and buts – and a high volatility quotient – when a market is in its initial phase of correction, especially a correction caused by a mix of many reasons. We will only know a bottom has been formed much after it has been formed. And anyone who claims they know when and where the bottom will be formed will most likely be proven wrong. So, rather than thinking about where the Nifty or the Sensex will be at the end of this phase of correction, focus on what to look for in the midst of the volatility.
Execution, order inflows to drive L&T growth; BEL rides defence push: Siddhartha Khemka
India's capital goods sector is experiencing robust growth, fueled by strong order backlogs and increasing project execution across infrastructure, power, and industrial segments. Government focus on development and manufacturing, alongside new-age tech investments, is driving demand. Companies are poised for steady revenue expansion and stable profitability, with key players like L&T and BEL showing strong prospects.
Tata Sons committed to Air India: N Chandrasekaran
Tata Sons chairman N Chandrasekaran assured employees of continued support for Air India. The airline faces a difficult phase following the CEO's resignation. Chandrasekaran urged focus on cost discipline and execution. Progress has been made in hiring, fleet expansion, and consolidation. Safety remains non-negotiable. Air India is navigating international route disruptions and high fuel prices.
These large- and mid-cap stocks can give more than 25% return in 1 year, according to analysts
Over the next few trading sessions, the direction of indices like the Nifty and Sensex will be determined by news on ceasefire violations and the US-Iran talks. But what will finally decide the market’s trend will be earnings – and the biggest factor impacting earnings is the price of crude oil. So, if there is a flash about a ceasefire violation, but crude oil prices don’t react adversely, then maybe one should wait it out.
Travelers face higher costs and fewer flight options as jet fuel prices swing
Travelers face higher airfares and fewer flights due to volatile oil prices. Airlines are cutting schedules and increasing fees, impacting budget and premium travelers alike. This situation is expected to continue as airlines adjust to fluctuating energy markets. Many are delaying trips or reconsidering travel plans altogether.
US-Iran ceasefire, Hormuz reopening to ease shipping disruptions: FIEO
Exporters welcome the ceasefire between the US and Iran. The reopening of the Strait of Hormuz eases shipping disruptions and reduces costs. This brings immediate relief to Indian exporters trading with the Gulf region. However, exporters remain cautious due to the temporary nature of the truce. Sustained stability is crucial for restoring confidence and ensuring smooth trade flows.
Time to be contrarian, but with one condition: 5 mid-cap stocks from different sectors with an upside potential up to 32%
Here’s what the street will see in the next couple of days: Discussions on whether the market has bottomed; or if an escalation in the war will lead to further decline. The yardstick used will be the Nifty and Sensex. But ask yourself a simple question: How does the level of these indices matter to a firm with a 25-year track record of producing farm equipment (and a monopoly in certain products)? Or to a pharma company that has just received US FDA approval for a new plant, and will soon start exporting to the US, pumping up earnings? So, with the headlines about the Nifty and Sensex and President Trump’s latest threat, time to think beyond what the world is focusing on.
Uday Kotak calls US plan to 'rent' Hormuz as return to colonialism
Tensions flare in the Middle East as Donald Trump issues a stark ultimatum regarding the Strait of Hormuz. Uday Kotak calls the US proposal of taking of the Strait of Hormuz as a return to colonialism. Speaking at a FICCI event, Kotak said the idea of controlling and “renting” the Strait of Hormuz reflects a shift towards hard-power geopolitics.
Air India, Tata Digital losses push Tata Sons’ new ventures towards Rs 29,000 crore hit: Report
Tata Sons' new ventures face significant financial challenges. Projections indicate a combined loss of up to Rs 29,000 crore in FY26. Air India is the largest contributor to these losses. Tata Digital also shows mounting losses despite substantial investments. Chairman Natarajan Chandrasekaran is expected to present a turnaround plan soon.
Most difficult: Staying invested in businesses while ignoring noise called Gulf war; 19 stocks from different sectors to ‘hold’
Businesses that create long-term wealth are those where the demand runway is long, the competitive position is strong, and the management is competent. Everything else, tariffs and war included, is noise where the market is concerned. Loud noise, yes. Uncomfortable noise, certainly. But noise nonetheless. And these days, the noise level is not only high, but appears credible. To some extent, that is because of the disruption in the energy supply chains that are critical for India. But it is not the first time such noise has impacted the market – and it will not be the last. It will keep happening. Learn to live with, and manage, it.
5 stocks with consistent score improvement and upside potential of up to 26% in 1 year, according to analysts
Here are three questions. First: When will the war end? Second: How long will it take to rebuild destroyed infrastructure? Third: How will the geopolitical situation pan out after? The answers to all three are up in the air. So, there is really no point in trying to figure out what will happen to the global equity markets. There is, however, one fact to consider: The market is in the habit of sharply pricing in events. And the short covering it witnessed on Thursday was perhaps the first indication of what is in the store. Our selected stocks for today depict a strong upward trajectory in their overall average score which is based on five key pillars: Earnings, fundamentals, relative valuation, risk, and price momentum. This implies that there has been a significant improvement in their market outlook in the given time frame.
PVR INOX’s Marriott moment: How a theatre giant is rewriting the cinema playbook in India with a new-age expansion model
PVR INOX Marriott model strategy: PVR INOX is shifting to a Franchise Owned, Company Operated model. This strategy seeks to expand its multiplex presence in smaller Indian cities. Investors will fund the properties, while PVR INOX manages operations and the cinematic experience. This move mirrors global hotel chains' expansion tactics. The company is piloting this in Gwalior and Agra.
Boom or bust? Analysts reveal what lies ahead for India Inc in FY27 amid Iran war
Indian businesses brace for 2026-27 with geopolitical tensions and AI reshaping industries. While core sectors show stability, policy shifts and costs pose challenges. Experts see opportunities for long-term growth. Banks anticipate margin recovery. FMCG expects better earnings. IT navigates AI disruption. Oil and gas faces price volatility. Pharma deals with supply chain issues. Navigating these dynamics will be key.
GRSE, Cochin Shipyard, BDL, other defence stocks tumble up to 6%. Time to buy?
Indian defence stocks experienced a significant drop of up to 6% on Thursday, with the Nifty India Defence index falling around 3%. This decline followed a sharp rally yesterday, driven by strong financial results from GRSE and Cochin Shipyard's inclusion in the F&O segment. Broader market weakness also contributed to the sell-off.
FY27 Outlook: Geopolitical pressure and AI disruption set to reshape India Inc
Corporate India faces heightened uncertainty entering fiscal year 2026-27 due to geopolitical tensions and AI disruption. Sectors like banking anticipate gradual NIM recovery, while FMCG expects better earnings visibility. The IT sector grapples with AI concerns, and oil prices present a mixed outlook for the oil and gas industry.
Market leader gives it another IndiGo
IndiGo has appointed industry veteran Willie Walsh as CEO. This move aims to restore investor confidence after recent flight disruptions. Walsh's international experience is crucial for IndiGo's expansion into global routes. The Indian airline market faces tough competition from established international carriers. Walsh's leadership is expected to navigate these challenges effectively.
‘Slasher’ Walsh takes one of aviation’s toughest jobs at IndiGo
Willie Walsh is set to lead IndiGo, India's largest airline. He takes over after operational issues caused significant disruption. Walsh is known for his cost-cutting skills and experience in global aviation. His appointment signals a new direction for IndiGo as it plans international expansion. The airline aims to stabilize operations and grow its global presence.
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