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EXPLAINED: Equirus | Vintage Vibes

Higher LNG prices likely from September; downstream players may face margin pressure costs: Report

India’s LNG demand remains resilient despite spot prices above $20/MMBtu, but rising gas costs could squeeze downstream margins, according to Equirus. LNG accounted for 59% of India’s gas consumption in July 2026, the highest since July 2021. A prolonged Middle East supply disruption could tighten global LNG markets, delay supply…

The Economic Times

GCCs, tightening supply to keep India's office market on growth track: Equirus

India's commercial real estate market is expected to remain strong, supported by continued expansion of Global Capability Centres (GCCs), limited new office supply and rising demand for institutional-grade workspaces, according to a latest report by Equirus.

The Economic Times

The 20 reforms that could take India to a $20 trillion economy by 2036: Report

India could reach a $20 trillion economy by 2036 with broad reforms. A 20-point agenda covers infrastructure, capital markets, and human capital development. Services sector growth is crucial, aiming for over 65% of the economy. Productivity and innovation require increased research and development spending. Sustained execution across multiple areas will…

The Economic Times

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India could reach $20 trillion by 2036 with 14.2% rupee growth: Equirus

India could reach a $20 trillion economy by 2036 with reforms. This requires sustained rupee growth and appreciation, according to a research report. Services will become the principal engine of economic expansion, growing significantly. Proposed reforms span multiple sectors, including capital markets and human capital. Successful execution across many fronts…

The Economic Times

India's gas demand returns to pre-disruption levels, but global LNG competition rises: Equirus

India's natural gas consumption recovered to near pre-disruption levels in June 2026. This recovery was broad-based across key sectors, indicating positive demand growth. Imported liquefied natural gas (LNG) consumption rose significantly, increasing India's import dependence. City gas distribution and miscellaneous users led the demand increase during this period.

The Economic Times

IPO pipeline robust with 245 DRHPs filed with Sebi, 175 receive observations: Equirus

India's IPO pipeline remains robust with 245 companies filing draft papers with Sebi, including 175 already cleared for launch. Strong domestic liquidity, resilient investor participation and improving market sentiment are driving equity fundraising despite global uncertainties and foreign fund outflows.

The Economic Times

SBI Funds Management shares fall below IPO price, but brokerages remain bullish. Time to buy?

SBI Funds Management shares slipped below their IPO price after listing, but brokerages remain bullish on the stock, citing strong parentage, a vast distribution network, sticky SIP flows, robust profitability and long-term mutual fund growth opportunities.

The Economic Times

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SBI Funds shares fall 3%, but brokerages scream 'Buy' with target price up to Rs 750

SBI Funds Management shares fell after their market debut, but brokerages remain bullish, with Emkay and Equirus citing strong fundamentals, SBI's distribution strength and long-term growth prospects while assigning target prices of up to Rs 750.

The Economic Times

SBI Funds shares list below GMP expectations, but Street sees up to 23% upside

SBI Funds Management Share Price: SBI Funds Management debuted with a nearly 7% premium over its IPO price, falling short of grey market expectations. Despite this, brokerages remain bullish, with Emkay assigning a Rs 750 target price and Equirus Rs 675, while analysts advise long-term investors to hold the stock…

The Economic Times

SBI Funds Management gets 2 fresh buy calls. Why Equirus and Emkay see up to 31% upside

SBI Funds Management received bullish brokerage coverage from Equirus Securities and Emkay Global, with target prices implying up to 31% upside from its IPO price of Rs 574. The stock debuted at a 7% premium on the exchanges, listing at Rs 610 on the BSE and Rs 613.30 on the…

The Economic Times

AI to fuel India's tech services growth; public cloud spending to reach USD 17.5 bn in 2026: Report

India's technology services sector is expected to see strong AI-led growth, with end-user spending on public cloud services projected to surge 28.1 per cent year-on-year to USD 17.5 billion, according to Equirus Securities.

The Economic Times

IT services growth likely to stay soft in near term as clients delay discretionary spends: Equirus

India's major IT firms anticipate a subdued first quarter, with growth expected to pick up only when clients shift from cost-cutting to AI-driven transformations. Enterprises remain cautious with spending due to global uncertainties, funding AI through existing savings. While currency tailwinds and better margins are positive, revenue growth is likely…

The Economic Times

India's hidden semiconductor advantage: What's next in the chip journey?

As India accelerates its semiconductor ambitions with a proposed second-phase incentive programme, Equirus says the country is well positioned to evolve from a global chip design hub into a full-stack semiconductor ecosystem. However, it cautions that execution challenges remain and maintains a cautious stance on select semiconductor-related stocks.

The Economic Times

KPIT Tech shares hit by downgrades, target price cuts. What JPMorgan and other brokerages said

KPIT Technologies shares plunged after the company issued a weak preliminary Q1 FY27 business update, prompting several brokerages, including JPMorgan and JM Financial, to downgrade the stock and cut target prices. While analysts remain optimistic about the company's long-term prospects, they expect near-term earnings and growth to remain under pressure.

The Economic Times

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The Economic Times

RIL AGM 2026: Jio IPO and 4 other big bets Mukesh Ambani could unveil

Reliance Industries Chairman Mukesh Ambani is set to reveal major plans at the 49th annual general meeting. Investors anticipate updates on the Jio IPO, a significant $110 billion AI and data center blueprint, and progress on new energy giga complexes. Retail expansion and updates on the core Oil-to-Chemicals segment are…

The Economic Times

Indian pharma market's double-digit growth momentum is likely to continue further: Equirus

The Indian Pharmaceutical Market is set for continued double-digit growth. May's performance showed strong demand across all therapies. Chronic therapies are leading the expansion, with acute therapies also showing improvement. Volume growth is accelerating, and new drug introductions are contributing significantly. This broad-based demand suggests sustained market expansion in the…

The Economic Times

Oil prices to ease after US-Iran deal, but return to pre-war levels could take months: Analysts

Energy markets anticipate price moderation for crude oil and liquefied natural gas. A potential US-Iran peace agreement and the reopening of the Strait of Hormuz are key factors. However, analysts warn of continued volatility due to supply disruptions and low inventories. India's energy security and import costs are expected to…

The Economic Times

HFCs emerge stronger after FY26 stress, asset quality recovers sharply; sector better placed for FY27: Report

Housing finance companies have emerged stronger after facing challenges. Asset quality has improved significantly. Loan growth is picking up, and profitability remains resilient. The sector saw a broad-based recovery in the fourth quarter of FY26. This was supported by better collections and healthy disbursement growth. HFCs are now better positioned…

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