LINDEINDIA.NSE

Linde India Ltd

Indian equity markets experienced sharp intraday swings, with Nifty finding support near 22,950 but facing resistance at 23,560. Market analyst Vinay Rajani suggests a potential pullback rally to 23,700–23,800, recommending long positions in Nifty with a stop loss at 23,200. He also highlighted stock-specific opportunities in Linde India and MCX.

In this briefing: JK Cement: Industry-Leading Growth to Continue. Maintain BUY AC Industry Turnaround: Riding The Great Indian Cooling Boom from El Niño to GST Cuts Why Have Indian Sugar Stocks Rallied Against the Market, and What Lies Ahead? Primer: Linde India Ltd (LIIL IN) - Mar 2026 Exencial Industry Tidings 05-03-2026 1. JK Cement: Industry-Leading Growth to Continue. Maintain BUY We maintain BUY on JK Cement (JKCE), with an unchanged target price of INR 6,495/share (15x FY28E consolidated EBITDA) As per our recent interaction with the management, JKCE remains on a solid footing in Q4FY26 The company is confident of delivering 10%+ YoY volume growth in Q4, led by healthy demand and timely commissioning of its central/eastern capacities Content is external broker report sourced from online content aggregator through publicly available sources and is displayed below for general informational purposes only. Refer full disclaimer below. 2. AC Industry Turnaround: Riding The Great Indian Cooling Boom from El Niño to GST Cuts We are structurally bullish on AC Industry given massive under-penetration at 8% , though FY25 suffered volume pressures from unseasonal extended monsoons and deferred consumer purchasing behavior A 10% GST reduction and El Niño heatwaves will drive recovery; notably, Voltas Ltd (VOLT IN) reported 11% january volume growth after 9 declining months.

In this briefing: AC Industry Turnaround: Riding The Great Indian Cooling Boom from El Niño to GST Cuts Why Have Indian Sugar Stocks Rallied Against the Market, and What Lies Ahead? Primer: Linde India Ltd (LIIL IN) - Mar 2026 Exencial Industry Tidings 05-03-2026 Understanding the Surge in Wire and Cable Needs Amidst AI Growth 1. AC Industry Turnaround: Riding The Great Indian Cooling Boom from El Niño to GST Cuts We are structurally bullish on AC Industry given massive under-penetration at 8% , though FY25 suffered volume pressures from unseasonal extended monsoons and deferred consumer purchasing behavior A 10% GST reduction and El Niño heatwaves will drive recovery; notably, Voltas Ltd (VOLT IN) reported 11% january volume growth after 9 declining months. Key industry risks include unpredictable climate volatility, heavy import dependence for critical components, intense price wars, and shifting regulatory energy efficiency standards 2. Why Have Indian Sugar Stocks Rallied Against the Market, and What Lies Ahead?

In this briefing: Patria Private Equity Trust — Curated exposure to rebounding European PE Reading Nvidia Through the Stack: Dell and CoreWeave Show Deployment Still Scaling What's News in Amsterdam - 5 March (InPost Primer: Indonesia Energy (INDO US) - Mar 2026 Primer: Linde India Ltd (LIIL IN) - Mar 2026 1. Patria Private Equity Trust — Curated exposure to rebounding European PE Patria Private Equity Trust (PPET) delivered a 10.6% NAV total return (TR) in sterling terms in FY25 (ended September 2025), despite the tariff-induced macroeconomic uncertainty that resulted in muted private equity (PE) activity in the first half of 2025. Its FY25 performance was supported by an 8.0% portfolio return, fx tailwinds, as well as NAV-accretive buybacks. This allowed the trust to maintain its strong long-term performance of 13.9% per year over five and 10 years, ahead of public European equites and its PE peer group average. PPET’s balance sheet was strengthened last year by the remaining £98.2m in proceeds from the £180m secondary sale it announced in October 2024.