Noida International Airport's opening will not severely affect Delhi airport's business. Experts predict only a small passenger shift, mainly domestic. International traffic and high-yield revenue streams for Delhi airport are expected to remain strong. Noida airport may even help Delhi manage future capacity issues. GMR Airports' stock shows potential upside.

The shares of Suzlon Energy are in news on Tuesday after Suzlon entered into initial pact with Korean firm GS E&C for RE biz in India. JM Financial and Motilal Oswal have initiated Buy ratinbg on Suzlon shares

India's equity markets show potential for recovery as as the impact of the Iran war stabilizes, says JM Financial AMC's equity CIO Satish Ramanathan. He sees Q4 earnings better than expected and predicts FII investments may return to Indian markets, which are priced well, once oil prices stabilize.

Reliance Industries Ltd. has set investment banking advisory fees for the planned initial public offering of its telecom unit at about 0.65% of the issue size, according to people familiar with the matter, largely in line with those to be paid by National Stock Exchange of India Ltd.Based on a potential offering size of up to $4 billion for Jio Platforms Ltd., the total fee pool may be as high as $26 million, with the bulk likely to be shared among lead banks such as Kotak Mahindra Capital Co. and Morgan Stanley, the people said, asking not to be identified because the information is private.The fee distribution may ultimately depend on the client coverage from the banks and the company’s own discretion, two of the people said.A representative for Reliance didn’t immediately respond to requests for comment.Jio’s IPO could be India’s largest-ever listing and the first by a major unit of billionaire Mukesh Ambani’s flagship company, Reliance, in almost two decades.Jio’s banking fees are poised to be broadly in line with those set by NSE, which is considering an IPO that may raise about $2.5 billion, people familiar with the matter have said.The proposed fee structure by both Jio and NSE is notably lower than broader market averages.

Morgan Stanley, Citi, JP Morgan among foreign bankers and Kotak Mahindra, JM Financial, Axis and IIFL Capital among Indian bankers managing the NSE IPO. Eight law firms including Cyril Amarchand Mangaldas, Khaitan & Co, Latham & Watkins LLP will advise on the issue.

The ongoing Iran-Israel conflict has disrupted LPG supplies through the Strait of Hormuz, impacting India's imports and leading to long queues for cylinders. JM Financial anticipates these shortages to persist for about a month, affecting Aegis Logistics and Aegis Vopak Terminals' logistics volumes, with potential price increases for LPG.

JM Financial warns that India's economic exposure to energy shocks from the Middle East escalation is significant. The shift to oil-driven markets could increase inflation and impact trade balance, as India imports 85% of its oil. Crude price rises could have widespread effects across sectors.

JM Financial said that every $1 per barrel increase in crude prices could raise India’s annual import bill by roughly $2 billion

The report highlighted that the recovery in disbursements was primarily led by NBFC-MFIs, which recorded 10 per cent QoQ and 27 per cent YoY growth by value. Banks also posted a sequential uptick of 13 per cent QoQ, though YoY growth remained negative. Small Finance Banks (SFBs) reported moderate growth.