LINDEINDIA.NSE News

In this briefing: US EV Charging Infrastructure Tracker - March 2026 UL Solutions (ULS US): Inclusion in Major US Index Following Increased Public Voting Rights Ohayo Japan Industrial Gas Sector: Who Stands to Gain from India's Capex Supercycle? US Corporate Profit Expectations Remain Resilient, as Global Credit Conditions Become Less Benign 1. US EV Charging Infrastructure Tracker - March 2026 U.S. public EV charging stations reached ~80,358 by March 2026, up 0.2% YTD, indicating a muted start to the year. The pace of DC port addition continue to lag. DC fast ports totaled ~70,244, far below NREL’s 2030 requirement of 182,000 . Regional imbalance continues; California accounts for ~26.3% of U.S. public charging ports, while many other regions lag behind. 2. UL Solutions (ULS US): Inclusion in Major US Index Following Increased Public Voting Rights UL Solutions (ULS US) , despite a $17bn market cap, has been excluded from a major US and Global index due to public voting rights below 5%.

In this briefing: Q4FY26 Earnings Preview - Cement Sector Update: Consumption Primer: Anand Rathi Wealth Management (ANANDRAT IN) - Apr 2026 Industrial Gas Sector: Who Stands to Gain from India's Capex Supercycle? US Corporate Profit Expectations Remain Resilient, as Global Credit Conditions Become Less Benign 1. Q4FY26 Earnings Preview - Cement Cement demand momentum remained healthy through Q4FY26, supported by sustained government-led infrastructure execution and resilient rural housing demand. For our coverage universe, volume growth is expected at ~10–11% YoY in Q4FY26, aided by strong construction activity during the peak season. Rural demand is likely to outperform urban markets, supported by above-average monsoon conditions and wage growth, while sustained infrastructure spending continues to underpin overall volumes. Content is external broker report sourced from online content aggregator through publicly available sources and is displayed below for general informational purposes only.

In this briefing: UL Solutions (ULS US): Inclusion in Major US Index Following Increased Public Voting Rights Ohayo Japan Industrial Gas Sector: Who Stands to Gain from India's Capex Supercycle? US Corporate Profit Expectations Remain Resilient, as Global Credit Conditions Become Less Benign A Pair Trade Following Netmarble's Decision To Increase Its Stake in Coway 1. UL Solutions (ULS US): Inclusion in Major US Index Following Increased Public Voting Rights UL Solutions (ULS US) , despite a $17bn market cap, has been excluded from a major US and Global index due to public voting rights below 5%. Conversion of Class B to Class A shares in the last 12 months has increased public voting rights above 5%. UL Solutions (ULS US) is expected to be added to US1000 and Global SmallCap at the June and September 2026 review, respectively. 2. Ohayo Japan US stocks rose as optimism over easing Middle East tensions offset earlier losses following President Trump’s extended Iran deadline, with the S&P 500 gaining 0.4%.

In this briefing: Primer: Anand Rathi Wealth Management (ANANDRAT IN) - Apr 2026 Industrial Gas Sector: Who Stands to Gain from India's Capex Supercycle? US Corporate Profit Expectations Remain Resilient, as Global Credit Conditions Become Less Benign Primer: Voltas Ltd (VOLT IN) - Apr 2026 Primer: MTAR Technologies (MTARTECH IN) - Apr 2026 1. Primer: Anand Rathi Wealth Management (ANANDRAT IN) - Apr 2026 Anand Rathi Wealth is a leading non-bank wealth management firm in India, strategically focused on the high-net-worth (HNI) and ultra-high-net-worth (UHNI) individual segments, which are poised for significant growth. The company has demonstrated a consistent and robust financial track record, characterized by strong growth in Assets Under Management (AUM), revenue, and profitability, supported by high client retention and a scalable relationship manager model. While the company benefits from strong industry tailwinds and a focused business model, its premium valuation, high dependence on key management personnel, and the inherent volatility of capital markets present key risks to consider.

In this briefing: Industrial Gas Sector: Who Stands to Gain from India's Capex Supercycle? US Corporate Profit Expectations Remain Resilient, as Global Credit Conditions Become Less Benign A Pair Trade Following Netmarble's Decision To Increase Its Stake in Coway The AI Inference Supercycle: Which SG REITs Can Survive the 100kW Upgrade? Iron Ore Monthly (March 2026): War-Led Rally Lifts Prices, But Options Point to a Q3 Reversal 1. Industrial Gas Sector: Who Stands to Gain from India's Capex Supercycle? Industrial gases like oxygen, nitrogen, argon are invisible infrastructure powering every steel plant, hospital, and semiconductor fab India builds. Steel capacity targeting 300 MT by FY31, semiconductor fabs worth INR 1.6 lakh crore, healthcare expansion, and green hydrogen mission accelerate demand. Linde India leads on contract stickiness and tech edge, Inox Air Products on scale, Taiyo Nippon Sanso on semiconductor specialty gases. 2. US Corporate Profit Expectations Remain Resilient, as Global Credit Conditions Become Less Benign Despite geopolitical upheavals in the Middle East, US corporate profit expectations for 2026 have remained resilient.

In this briefing: Industrial Gas Sector: Who Stands to Gain from India's Capex Supercycle? US Corporate Profit Expectations Remain Resilient, as Global Credit Conditions Become Less Benign Primer: Voltas Ltd (VOLT IN) - Apr 2026 Primer: MTAR Technologies (MTARTECH IN) - Apr 2026 Primer: Aster DM Healthcare Ltd (ASTERDM IN) - Apr 2026 1. Industrial Gas Sector: Who Stands to Gain from India's Capex Supercycle? Industrial gases like oxygen, nitrogen, argon are invisible infrastructure powering every steel plant, hospital, and semiconductor fab India builds. Steel capacity targeting 300 MT by FY31, semiconductor fabs worth INR 1.6 lakh crore, healthcare expansion, and green hydrogen mission accelerate demand. Linde India leads on contract stickiness and tech edge, Inox Air Products on scale, Taiyo Nippon Sanso on semiconductor specialty gases. 2. US Corporate Profit Expectations Remain Resilient, as Global Credit Conditions Become Less Benign Despite geopolitical upheavals in the Middle East, US corporate profit expectations for 2026 have remained resilient.

» Smartkarma / by Nimish Maheshwari / Thematic (Sector/Industry) Industrial gases like oxygen, nitrogen, argon are invisible infrastructure powering every steel plant, hospital, and semiconductor fab India builds. Steel capacity targeting 300 MT by FY31, semiconductor fabs worth INR 1.6 lakh crore, healthcare expansion, and green hydrogen mission accelerate demand. Linde India leads on contract stickiness and tech edge, Inox Air Products on scale, Taiyo Nippon Sanso on semiconductor specialty gases. » Get straight to the source on Smartkarma.

On March 23, Indian markets saw a revival with the Nifty 50 up 1.65% and Sensex up 1.87%, following easing tensions in West Asia. Major sector indices rose, led by Nifty Media. Crude oil prices fell sharply, benefiting related stocks.

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.