INDIA ETHANOL INDUSTRY
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.
TVS' ethanol-powered models ready, rollouts to be in phases, says Sudarshan Venu, CMD of TVS Motor Company
India's E20 ethanol blending milestone has yielded significant foreign exchange savings and rural economic strengthening. TVS Motor's CMD, Sudarshan Venu, highlights the need for ecosystem alignment for E25 and beyond, emphasizing ethanol's complementary role with EVs for a multi-technology transition.
Stoves to cars: India expands ethanol use amid West Asia war
India has a massive surplus of ethanol, pushing policymakers and industry to find new uses. Ethanol-powered cooking stoves are being tested. Blending with diesel for generators is also under consideration. Flex-fuel vehicles are ready, but higher taxes and fuel availability hinder adoption. Incentives are needed to boost demand and resolve this supply-demand imbalance.
Sugar exports may be capped, surplus diverted to ethanol
India plans to convert unsold sugar exports into ethanol. This move aims to boost ethanol production for blending with petrol. The government is also exploring higher blending levels. This strategy supports India's goal to reduce crude oil imports and save foreign exchange.
Tech advances yet to fix uneven mill performance, data gaps in sugar sector: Food Secretary
Despite technological advancements, sugar mills face challenges like recovery rate variability and energy inefficiencies. Industry leaders emphasise cost competitiveness and bio-energy diversification for future growth.
Government rules out sugar export curbs and maintains duties on edible oils
India will not reduce sugar exports. Production is lower than anticipated, but domestic consumption has also decreased. This situation offsets the reduced output. The government has no plans to cut import duties on edible oils. Sugar exports are expected to continue. Domestic consumption is projected to decline further.
- Go To Page 1
Assam’s capital Guwahati sees nightlife boom with rising clubs, cafes and jobs: Can politics keep up?
Guwahati is experiencing a vibrant metamorphosis into a bustling urban hub. The nightlife sparkles with the emergence of trendy clubs and chic bars, while cozy cafes serve as favorite spots for daytime socializing, fostering a surge in hospitality job opportunities. Infrastructure development, including new bridges and flyovers, is reshaping the city's landscape.
India Inc seeks export ban on key inputs, QCO relief amid Iran war
Iran War: Industry is urging the government to consider an export ban on key raw materials like sulphur and helium, alongside temporary relaxations on quality control orders to ease sourcing. Suggestions also include a targeted work-from-home policy and higher ethanol blending in petrol to counter West Asian conflict impacts. The government is actively engaging with industry for real-time feedback.
India's sugar production rises 9% to 272.31 lakh tons till March 31: ISMA
India's sugar production saw a 9 percent rise in the 2025-26 season. However, fewer sugar mills are operational this year. The industry is urging for an early increase in the Minimum Selling Price to manage rising costs. Accelerated ethanol blending is also proposed to boost energy security and support the sector. Disruptions in LPG supply have impacted sugar consumption.
Think beyond the war? 8 stocks from different segments of the engineering and capital goods sector, with upside potential of 6 to 42%
At this point of time, anything related to the Middle East is in trouble. Unlike past Gulf wars, the whole region is affected this time, with major damage to oil and gas infrastructure. So, yes, in the short term, a number of sectors and companies will be under pressure. There is, however, another way to look at it. When the rebuilding starts (and be sure that it will start as soon as the war ends), there will be some companies that will be in advantageous positions. Some will be direct beneficiaries, while some would benefit indirectly from the rebuilding.
India weighs faster rollout of flexible-fuel vehicles as ecosystem gaps, mileage concerns persist
India is on a mission to promote flexible-fuel vehicles as a means to enhance energy independence and minimize pollution. With the technology in place, the spotlight is shifting towards establishing a robust support framework. Discussions among auto manufacturers and government representatives are underway to assess how these vehicles can become consumer-friendly.
Rising costs of key chemicals choke production at drug ingredient makers
India's bulk-drug manufacturers are facing a severe cost crisis as prices of key solvents and intermediates have surged due to supply disruptions linked to the West Asia conflict. This has led to production halts for several units, with paracetamol API prices more than doubling, impacting the entire pharmaceutical value chain.
Govt to cut broken rice in PDS to free up ethanol feedstock, says Food Secretary
The government plans to reduce broken rice in public distribution to 10% from 25%, freeing up 90 lakh tonnes annually for the ethanol sector. This move aims to ensure a stable feedstock supply for ethanol production, reduce reliance on whole grains, and improve PDS quality. The change is expected to bolster India's ethanol blending program amidst rising crude oil prices.
The other Ether-blend solution: How DME could ease India’s LPG crisis
India is embarking on an innovative journey by mixing dimethyl ether (DME) with cooking gas to lessen its dependency on imported LPG. This strategy utilizes the current LPG infrastructure, offering a smart and practical solution for enhancing energy independence.
Ethanol industry ready to supply more than 20 pc blending, can cut crude import bill: AIDA
India's ethanol industry is ready to supply more than 20 percent ethanol blends with petrol. This move aims to cut crude oil imports amid rising global prices. The All India Distillers' Association has proposed increasing the blending mandate. They also suggest flex-fuel vehicles and ethanol-based cook stoves. This initiative supports clean energy goals and reduces economic vulnerability.
Agro insolvencies see surge in deal activity
Investors are actively acquiring struggling agro businesses. These deals offer processing facilities, supply chains, and licenses at significant discounts. Companies in poultry, rice milling, and ethanol manufacturing are changing hands. Multiple bids signal strong interest in the agricultural sector. This trend highlights opportunities within India's food and agribusiness landscape.
These mid-cap stocks with ‘Strong Buy’ & ‘Buy’ recos can rally over 25%, according to analysts
Bears are dominating the markets all over the world, and the latest macro-economic numbers from the US will only help them. This, combined with all the oil infrastructure getting hit in the Gulf war and crude oil price staying high, only increases the probability of the Indian market staying under pressure for a longer period of time. So, it is time to be very selective if you are planning to deploy funds in the market.
Dalmia Bharat, Shree Renuka and other sugar stocks jump up to 4%. What’s behind the rally?
Shares of Dalmia Bharat Sugar, Shree Renuka Sugars and other sugar companies rose sharply on Tuesday after the government approved an additional export quota of 87,587 tonnes for 2025–26. The move is expected to ease surplus concerns, support domestic prices, and improve realisations for mills amid firm global trends.
India's ethanol moment has arrived — and the industry says it's ready for more
India has mandated 20% ethanol in petrol from April 2026, a significant policy acceleration. The nation boasts surplus production capacity, offering a strategic energy buffer amidst global oil price volatility. This move bolsters farmer incomes and reduces foreign exchange outgo, with the industry now eyeing further expansion into aviation fuel and cooking gas.
Stock trader’s guide to navigating supply disruption by Iran war
The prospect of a prolonged Iran war and surging oil prices is forcing investors to reassess risks across sectors from airlines and shipping to chipmakers and clothing suppliers. Global stocks have fallen 5.5% since the conflict began, while fears of supply disruptions, rising inflation and delayed US rate cuts are reshaping market bets.
HMEL to invest Rs 2,600 cr in speciality, fine chemicals sector in Punjab: LN Mittal
HPCL-Mittal Energy Limited (HMEL) announced a Rs 2,600 crore investment in Punjab's speciality and fine chemicals sector. Additionally, HMEL plans to launch 500 new retail fuel outlets nationwide, equipped with modern technology. This expansion follows HMEL's significant Rs 60,000 crore investment in its Bathinda refinery, Punjab's sole oil refinery.
India's sugar mills caught in a five-way squeeze and farmers may pay the price: Praful Vithalani
India's sugar industry faces a crisis as policy shifts and frozen prices threaten its decade-long diversification into ethanol. Cooperative mills in Maharashtra are hit hardest, risking farmer discontent and a return to cyclicality. While export opportunities exist, stabilizing finances is crucial for mills to capitalize on global demand, says Praful Vithalani.
These large- and mid-cap stocks with ‘Strong Buy’ & ‘Buy’ recos can rally over 23%, according to analysts
For the last few days, the news tickers of business channels have carried this news: 40 out of the Nifty 50 stocks have ended in the red. Given how the international situation is panning out, we will likely see more such headlines. In such a situation, one needs to think and act. As a first step, you could bring stocks onto your watchlist. But that does not mean you do nothing at all after that. You need to act when the time is right.
War, crude oil spike and sugar stocks: Buy them for the right reason – or don’t. 5 sugar stocks from different regions of the country
India imports roughly 85% of its crude oil. Every dollar increase in Brent oil price hits the import bill, pressures the rupee, and makes the domestic fuel mix expensive. Ethanol, produced from sugarcane, maize, or rice is blended into petrol as a partial substitute. The more expensive petrol becomes, the stronger the economic rationale for maximising that blend. From a modest 1.5% blending rate in 2014, it has effectively reached the 20% E20 target by mid-2025 (five years ahead of the original 2030 deadline). So the macro story is real. Ethanol matters. Blending is happening. The government is committed. However…
Tech, policy, human behaviour to shape India's mobility future: NITI Aayog member V K Saraswat
India and Japan are joining forces to shape the future of mobility. Combining India's vast market and digital prowess with Japan's advanced technology, the partnership aims for co-creation in areas like hydrogen mobility and smart transport. This collaboration will accelerate sustainable solutions, addressing India's large population and logistics needs.
AISTA trims India sugar output estimate to 28.3 mt on weather hit
India's sugar production for the 2025-26 season is now projected at 28.3 million tonnes. This revision comes after adverse weather conditions affected yields in key producing states like Maharashtra and Karnataka. Despite the downward revision, output is still expected to surpass the previous season's production. Ethanol diversion will account for a portion of the gross production.
These large- and mid-cap stocks with ‘Strong Buy’ & ‘Buy’ recos can rally over 25%, according to analysts
With the US market shedding weight overnight, the probability is high that Friday will see another choppy day of trading. The best way to deal with such volatile conditions is to sit it out and let clarity emerge. Alternatively, turn into a real “fundamental investor”. Ignore all the short-term volatility and ensure that you are in the market for the long term.
India's Godavari Biorefineries to start grain-based distillery in June quarter
Godavari Biorefineries is set to launch a new grain-based distillery in the June quarter. This facility will allow the company to use both sugarcane and corn as feedstock, depending on market prices. The move aims to diversify operations and ensure year-round production.
India mandates sale of 20% ethanol-blended petrol from April
India will soon see petrol blended with up to 20 percent ethanol and a minimum octane rating of 95. This mandate begins nationwide from April 1, 2026. The move aims to reduce oil imports and emissions. Ethanol is a cleaner, renewable fuel. Most new vehicles are compatible. This initiative supports farmers by increasing demand for agricultural products.
Load More
