The sugar sector has caught fire on Dalal Street, with marquee names like Dalmia Bharat Sugar, Shree Renuka Sugars, and Triveni Engineering & Industries posting strong gains. Investors are rushing into these stocks as regulatory winds shift in favour of the sugar‑ethanol ecosystem.
Read MoreRegulatory / export risk: Government may restrict exports or change diversion rules if domestic sugar supply becomes tight. Key metrics to monitor: ethanol blending rate achievements, changes in government notifications on sugar/ethanol, sugar cane harvest/production numbers, molasses prices, and margins of mills.
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