Aluminium Industry Urges Government Action on Imports

India’s aluminium sector has reached out to the Mines Ministry for immediate action to control the surge in imported scrap and poor-grade aluminium from the US and EU. The industry has recommended a 15% import duty on all aluminium products to protect domestic producers and encourage self-reliance.

With current demand at 5.5 million tonnes and projected growth to 8.5 million tonnes by 2030, the sector expects fresh investments of over ₹2 lakh crore in coming years, boosting infrastructure, jobs, and downstream manufacturing.

The move is also expected to strengthen India’s industrial competitiveness and support large players like Hindalco and NALCO amid global price volatility.

Ambuja Cements Reports Record Performance in Q2 FY26

Ambuja Cements delivered its best-ever quarterly performance, posting a net profit of ₹1,765 crore compared to ₹480 crore last year. Revenue rose to ₹9,174 crore while EBITDA margin expanded sharply to 19.2% from 14.7% YoY. The company attributed the performance to efficiency gains, reduced fuel costs, and supply-chain optimization within the Adani Group ecosystem.

Capacity expansion continues aggressively, with FY28 targets revised upward to 155 MTPA. Additional capacity will be achieved through debottlenecking and new plant additions at Bhatapara and Krishnapatnam.

Investors tracking Nifty Index Future Tip may note that cement stocks remain attractive plays on India’s infrastructure upcycle and real-estate demand recovery.

Maruti Suzuki and Titan Reflect Diverging Consumer Trends

Maruti Suzuki witnessed a marginal slowdown in profitability despite healthy sales growth. Q2 EBITDA remained flat year-on-year as higher depreciation and financial costs weighed on the bottom line. The management expects festive-season recovery to support volume growth and reiterated a 10% rise in small-car demand for H2FY26.

Meanwhile, Titan Company reported another strong quarter, with revenue rising 25% YoY to ₹16,533 crore. However, EBITDA margin contracted slightly to 9.8% due to higher input costs. The jewellery business continues to be the key growth driver, supported by festival demand and new store launches across Tier-2 and Tier-3 cities.

PowerGrid Delivers Stable Operational Results

PowerGrid Corporation of India reported Q2 FY26 net profit of ₹3,566 crore, marginally below estimates but broadly stable YoY. Revenue stood at ₹11,476 crore with an impressive EBITDA margin of 79.4%. The company announced a dividend of ₹4.50 per share and continues to expand its transmission capacity through strategic projects across the renewable energy corridor.

PowerGrid’s focus on grid modernization and cross-border interconnectivity will further enhance transmission reliability, making it a stable defensive play for long-term investors tracking Bank Nifty Index Future Tip opportunities in infrastructure-linked stocks.

Investor Takeaway

The recent surge in capital goods, cement, and auto segments reflects India’s strong industrial cycle and steady consumer demand. While the aluminium sector seeks policy protection, the cement and energy industries are demonstrating resilience through efficiency and cost control.

Investors should track upcoming Q3 results for sustainability of these margins, as festive demand and infrastructure spending could trigger another wave of upside for manufacturing-heavy portfolios.

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