HOSPITALITY STOCKS INDIA
Teetotalitarian nanny state strikes again
The Indian state patronisingly assumes that all voters cannot be trusted to exercise electoral judgement if they have access to alcohol. EC and excise authorities have once again mistaken prohibition for prudence. They need to get more sober.
India to attract major share of EQT's $15.6-billion Asia fund: EQT India head
EQT expects India to remain a top capital destination in its new Asia fund, with roughly one-third allocation historically. The firm sees strong buyout opportunities driven by promoter exits, especially in healthcare and services. With co-investments boosting capital, EQT targets high returns, backed by India’s growth and expanding control deal pipeline.
Nifty can rally to 30,089 in Prabhudas Lilladher’s bull case scenario, adds 3 stocks to model portfolio
Domestic brokerage Prabhudas Lilladher sees Nifty rallying 24% to 30,089 in a bull-case scenario, driven by strength in banks, capital goods and telecom. It added Polycab India, JSW Steel and Fortis Healthcare to its model portfolio, while cautioning on inflation risks and global uncertainties.
Correction may be opportunity for some: 5 mid-cap stocks from different sectors with an upside potential up to 28%
Will they? Won’t they? Even as uncertainty persists over the proposed second round talks between the US and Iran, markets across the globe are showing resilience and, in fact, appear to be betting on a resolution of the Gulf conflict. This is especially true of the Indian markets, which has been giving out several positive signals. So, this phase of uncertainty is perhaps an opportunity for investors with a risk appetite.
Lemon Tree Hotels shares soar 13%. What’s keeping traders active?
Lemon Tree Hotels' shares surged over 13% following the announcement of its expansion into Gujarat with a new hotel signing. This move, part of a broader asset-light growth strategy, reinforces the company's focus on tourism and pilgrimage markets. The company is also undergoing a strategic restructuring with Warburg Pincus to unlock shareholder value.
These large-caps have ‘strong buy’ & ‘buy’ recos and an upside potential of up to 25%
If you are putting fresh money into the market, it might be a good idea to stay with companies that don't have much to do with global supply chains and where the underlying product or service fulfills a “need” of people, or is “essential” in some way. The reason: With the ongoing Gulf war, we are not talking much these days about the impact of tariffs. But their impact will soon show up – both in terms of bottom lines as also the narrative on the street.
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Ahead of Market: 10 things that will decide stock market action on Tuesday
Indian markets closed with modest gains led by SBI and ICICI Bank, as auto and energy sectors recovered; Nifty 50 up 0.05% at 24,364.85, Sensex up 0.03% at 78,520.30. India VIX rose 9.21% amid volatility. US and European markets mixed on geopolitical tensions.
IPOs could raise up to $25 billion in 2026, too, despite D-St caution
India's primary market anticipates a strong showing in 2026 with several large IPOs. Companies like Jio Platforms, National Stock Exchange, Zepto, PhonePe, Manipal Hospitals and SBI Funds Management are set to launch. These issuances could collectively raise around ₹1 lakh crore. While deal numbers may decrease, the overall value is expected to remain robust.
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.
Why are hospital stocks defying market volatility? Demand, beds and growth plans
Over the past five years, the sector has delivered strong growth, with revenues rising about 15.5% annually between FY2019-20 and FY2024-25, while EBITDA (Earnings before interest, taxes, depreciation and amortization) grew faster at around 25%. This was driven by higher insurance-led payments ensuring steadier revenues, strong demand for profitable inpatient care, and aggressive expansion in beds and facilities.
Separate rooms, beds reserved; medicines stocked: Jalgaon admin prepares after IMD heatwave alert for Maharashtra
Jalgaon district is preparing for a heatwave. Government hospitals have set up special rooms and beds for heat-related illnesses. Doctors are instructed to stock necessary medicines. Citizens are urged to avoid going out during peak afternoon hours and take precautions. The India Meteorological Department has issued a heatwave warning for Maharashtra and other parts of the country.
Assam LPG, fuel supply fully stable, adequate stocks available: IndianOil AOD
Nitin Bhatnagar, Executive Director and State Head of IndianOil AOD State said that the supply of domestic LPG cylinders and petroleum products in the state of Assam remains completely normal and adequate stocks of both LPG and petroleum products are available across the state
Around 10.10 lakh passengers travelled to India since February 28 from region amid West Asia tensions, says Govt
India is ensuring smooth functioning across key sectors amidst the West Asia situation. The Petroleum Ministry guarantees uninterrupted fuel and LPG supply. Commercial LPG prioritizes essential services. Refineries operate at high capacity with adequate crude. Indian vessels and seafarers are safe. Flights continue to operate, with many passengers returning. The government is actively monitoring and coordinating efforts.
These large- and mid-cap stocks can give more than 25% return in 1 year, according to analysts
Over the next few days, as an investor you need to make a clear distinction on one front: Buying happening in a sector at a lower level, and short covering. Why? Because short covering-led upmoves don't sustain. Also remember: Whether an upmove in the broader market will sustain or not also depends on how the Q4 earnings season pans out. As of now, no major trouble spots have emerged.
These mid-cap stocks with ‘Strong Buy’ & ‘Buy’ recos can rally over 25%, according to analysts
What is evident in the last few trading sessions is how the street is treating Q4 earnings numbers. If a company delivers in terms of numbers, the street has money flowing into that stock. So, clearly, from a blanket bearish phase we have moved into stock-selective mode. ET Screener, powered by Refinitiv’s Stock Report Plus, lists quality stocks with high upside potential over the next 12 months, and having an average recommendation rating of “Buy” or "Strong Buy". This predefined screener is only available to ET Prime users.
IHCL remains confident of achieving all its goals: MD and CEO
Indian Hotels Company Limited, IHCL, is successfully managing global and local challenges. The company is expanding its brand portfolio across India and internationally. IHCL is confident in its growth strategy and achieving its Accelerate 2030 targets. Acquisitions are bolstering its Ginger brand. The outlook remains positive despite economic uncertainties.
For investors with ability to think beyond FY27: 5 mid-cap stocks from different sectors with an upside potential up to 33%
The US blockade of the Strait of Hormuz, a claim by President Trump that negotiations are not dead in the water, and some tough talk from Iran. Together they ensured that confusion reigned over the fate of the Gulf war, with each cue impacting markets and crude oil prices in different ways. So, uncertainty is still the dominant theme for global markets. But then stock prices have also corrected, so the current situation presents opportunities as well.
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.
These large-caps have ‘strong buy’ & ‘buy’ recos and an upside potential of up to 25%
It is tough to think positively about the markets when all the news is about blockades, wars, and everything that can disturb the global economy. But remember this: Whatever its intensity or length, there is enough historical evidence to show that markets have a greater probability of trading at a higher level a few months after a war. And no war in the Gulf has dragged on. So, all one needs is patience – and the ability to think beyond the war.
Your smart investment playbook for FY27: What to buy, what to avoid and how to diversify after a rough FY26
FY26 left your equity portfolio bruised. As FY27 begins, here’s how to heal it.
Jhunjhunwalas-backed IKS healthcare looks to acquire TruBridge for $600 million
Inventurus Knowledge Solutions (IKS), backed by the family of late investor Rakesh Jhunjhunwala, is in advanced talks to acquire Nasdaq-listed TruBridge for about $600 million. If completed, this would be IKS’s largest acquisition and strengthen its position in healthcare technology and revenue cycle management in the US. A formal announcement is expected soon.
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.
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.
A strange world: Nithin Kamath says hospitals saving lives are valued less than brokerages
Zerodha CEO Nithin Kamath highlighted the valuation gap between hospitals and brokerages, noting that life-saving institutions like Narayana Health are valued far less than trading platforms, despite their societal impact.
IHH Healthcare aims to hike its stake in Fortis to 50%: CEO Prem Kumar Nair
IHH Healthcare sees India as a major growth market. The company plans to increase its stake in Fortis Healthcare. IHH aims to expand its hospital bed count to 10,000 by 2030. Investments will focus on existing Fortis locations and integrating Gleneagles facilities. The group is also repositioning its diagnostics arm.
These mid-cap stocks with ‘Strong Buy’ & ‘Buy’ recos can rally over 25%, according to analysts
The markets should be in a happy frame of mind till the time the current ceasefire in the Gulf region holds. Not many may like us using the words “till the time”. The reason for our scepticism stems from the fact that we are dealing with President Trump. One never knows what can happen the next day. It is just 24 hours since the ceasefire was declared, and we already have someone like US Vice President JD Vance describing it as a “fragile truce”, along with reports of Iran asking for a safe passage fee. So, remain cautious till an enduring peace materialises.
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.
India doubles 5-kg LPG cylinder quota to ease supply concerns amid Hormuz tensions
The government has doubled the daily quota of 5-kg LPG cylinders for migrant workers. This move aims to stabilize fuel supplies amidst global energy disruptions. Market-priced 5-kg cylinders are now more accessible. The government is also increasing commercial LPG allocation and enforcing measures against hoarding.
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