<p>领先厨房电器制造商的股票在周二的交易中大幅上涨，原因是强劲的季度收益和投资者对能源高效烹饪替代品的兴趣上升，尤其是在原油价格高企的背景下。</p>
<p>在报告强劲的三月季度收益后，Butterfly Gandhimathi Appliances Ltd 的股价在早盘交易中上涨近 14%。该公司在 2026 财年第四季度的净利润为 1.144 亿印度卢比，同比增长 26.69%，而去年同期为 9030 万印度卢比。收入从去年的 1.8718 亿印度卢比增长 16.56%，达到 2.1817 亿印度卢比。</p>
<p><strong>另请阅读：印度在全球市值中的份额首次降至 3% 以下，时隔四年</strong></p>
<p>在 2026 财年，Butterfly Gandhimathi 的净利润增长了 40.30%，达到 4.564 亿印度卢比，而年度收入增长了 9.03%，达到 94.315 亿印度卢比。</p>
<p>其他厨房电器股票也受到强烈买盘的关注。TTK Prestige Limited 的股价上涨超过 12%，而 Stove Kraft Limited 在早盘交易中上涨超过 6%。Bajaj Electricals Limited 的股价也略有上涨。</p>
<p>市场参与者表示，随着消费者越来越多地探索替代液化石油气（LPG）烹饪的选择，股市的上涨也在持续。印度总理纳伦德拉·莫迪最近呼吁降低燃料消费和倡导能源高效的生活方式，这也被视为对电磁炉和厨房电器制造商的积极信号。</p>
<p><strong>油价冲击加深外部风险</strong></p>
<p>美伊冲突已进入第三个月，尽管自 4 月 8 日以来脆弱的停火协议基本维持，但局势仍未见缓和迹象。</p>
<p>美国总统唐纳德·特朗普周一表示，停火协议 “处于生命支持状态”，并指出伊朗提出的关键条件尚未解决。</p>
<p>分析师表示，冲突拖得越久，原油价格高企对印度外部平衡和卢比的压力就越大。</p>
<p>预计油价上涨将扩大印度的经常账户赤字，而这一压力又因资本流入疲软而加剧。</p>
<p>自冲突开始以来，外国投资者已从印度股票市场撤出超过 200 亿美元，今年迄今的资金外流已超过去年的记录。初步交易数据显示，仅周一，海外投资者就出售了近 9 亿美元的印度股票。</p>
<p><strong>银行警告卢比走弱，外汇储备减少</strong></p>
<p>澳新银行（ANZ Bank）表示，资本外流和经常账户赤字扩大相结合，预示着卢比走弱和外汇储备下降。该银行补充说，能源冲击在印度经济进入增长和通胀的周期性复苏阶段时发生。</p>
<p>印度在本财政年度正面临第三次连续的国际收支赤字，促使经济学家下调增长预测，提高通胀预期，并降低卢比预估。</p>
<p>澳新银行上周将其对卢比的 12 月目标从之前的 93 调整为 97.5，而惠誉评级旗下的 BMI 警告称，如果伊朗冲突进一步升级，卢比可能会走弱至 100。</p>

INDH

印度 MSCI ETF - iShares

<p>蝴蝶甘迪马提电器的股票在强劲的第四季度业绩发布后上涨近 14%，净利润增长 26.69%，达到 1.144 亿印度卢比。收入增长 16.56%，达到 2.1817 亿印度卢比。其他厨房电器股票如 TTK Prestige 和 Stove Kraft 也出现上涨。此次涨幅归因于在高原油价格和政府呼吁降低燃料消费的背景下，市场对节能烹饪的兴趣上升。然而，分析师指出，油价上涨可能会扩大印度的经常账户赤字，导致卢比贬值和外汇储备下降</p>

<p>Shares of leading kitchen appliance makers rallied sharply in Tuesday's trade, driven by strong quarterly earnings and rising investor interest in energy-efficient cooking alternatives amid elevated crude oil prices.</p>
<div class="lb-trans"><p>领先厨房电器制造商的股票在周二的交易中大幅上涨，原因是强劲的季度收益和投资者对能源高效烹饪替代品的兴趣上升，尤其是在原油价格高企的背景下。</p>
</div><p>Butterfly Gandhimathi Appliances Ltd surged nearly 14% in early trade after reporting strong March quarter earnings. The company posted a 26.69% rise in net profit at Rs 11.44 crore for Q4FY26, compared with Rs 9.03 crore in the year-ago period. Revenue rose 16.56% to Rs 218.17 crore from Rs 187.18 crore a year earlier.</p>
<div class="lb-trans"><p>在报告强劲的三月季度收益后，Butterfly Gandhimathi Appliances Ltd 的股价在早盘交易中上涨近 14%。该公司在 2026 财年第四季度的净利润为 1.144 亿印度卢比，同比增长 26.69%，而去年同期为 9030 万印度卢比。收入从去年的 1.8718 亿印度卢比增长 16.56%，达到 2.1817 亿印度卢比。</p>
</div><p><strong>Also Read: India's share in global m-cap falls below 3% for first time in four years</strong></p>
<div class="lb-trans"><p><strong>另请阅读：印度在全球市值中的份额首次降至 3% 以下，时隔四年</strong></p>
</div><p>For the full financial year FY26, Butterfly Gandhimathi reported a 40.30% jump in net profit to Rs 45.64 crore, while annual revenue rose 9.03% to Rs 943.15 crore.</p>
<div class="lb-trans"><p>在 2026 财年，Butterfly Gandhimathi 的净利润增长了 40.30%，达到 4.564 亿印度卢比，而年度收入增长了 9.03%，达到 94.315 亿印度卢比。</p>
</div><p>Other kitchen appliance stocks also saw strong buying interest. Shares of TTK Prestige Limited climbed over 12%, while Stove Kraft Limited gained more than 6% in morning trade. Bajaj Electricals Limited was also trading marginally higher.</p>
<div class="lb-trans"><p>其他厨房电器股票也受到强烈买盘的关注。TTK Prestige Limited 的股价上涨超过 12%，而 Stove Kraft Limited 在早盘交易中上涨超过 6%。Bajaj Electricals Limited 的股价也略有上涨。</p>
</div><p>Market participants said the rally also comes as consumers increasingly explore alternatives to LPG-based cooking amid rising fuel prices. Prime Minister Narendra Modi's recent appeal for lower fuel consumption and energy-efficient lifestyles is also being seen as sentimentally positive for induction cooktop and kitchen appliance makers.</p>
<div class="lb-trans"><p>市场参与者表示，随着消费者越来越多地探索替代液化石油气（LPG）烹饪的选择，股市的上涨也在持续。印度总理纳伦德拉·莫迪最近呼吁降低燃料消费和倡导能源高效的生活方式，这也被视为对电磁炉和厨房电器制造商的积极信号。</p>
</div><p><strong>Oil shock deepens external risks</strong></p>
<div class="lb-trans"><p><strong>油价冲击加深外部风险</strong></p>
</div><p>The US-Iran conflict, now in its third month, showed little sign of easing despite a fragile ceasefire that has largely held since April 8.</p>
<div class="lb-trans"><p>美伊冲突已进入第三个月，尽管自 4 月 8 日以来脆弱的停火协议基本维持，但局势仍未见缓和迹象。</p>
</div><p>US President Donald Trump said on Monday that the truce was &#34;on life support,&#34; citing unresolved differences over key conditions put forward by Iran.</p>
<div class="lb-trans"><p>美国总统唐纳德·特朗普周一表示，停火协议 “处于生命支持状态”，并指出伊朗提出的关键条件尚未解决。</p>
</div><p>Analysts said the longer the conflict drags on, the higher the risk that elevated crude prices will keep pressure on India's external balances and the rupee.</p>
<div class="lb-trans"><p>分析师表示，冲突拖得越久，原油价格高企对印度外部平衡和卢比的压力就越大。</p>
</div><p>Rising oil prices are expected to widen India's current account deficit, while the pressure is being compounded by weak capital inflows.</p>
<div class="lb-trans"><p>预计油价上涨将扩大印度的经常账户赤字，而这一压力又因资本流入疲软而加剧。</p>
</div><p>Foreign portfolio investors have pulled out more than $20 billion from Indian equities since the conflict began, with year-to-date outflows already exceeding last year's record. Preliminary exchange data showed overseas investors sold nearly $900 million worth of Indian shares on Monday alone.</p>
<div class="lb-trans"><p>自冲突开始以来，外国投资者已从印度股票市场撤出超过 200 亿美元，今年迄今的资金外流已超过去年的记录。初步交易数据显示，仅周一，海外投资者就出售了近 9 亿美元的印度股票。</p>
</div><p><strong>Banks warn of weaker rupee, lower reserves</strong></p>
<div class="lb-trans"><p><strong>银行警告卢比走弱，外汇储备减少</strong></p>
</div><p>ANZ Bank said the combination of capital outflows and a widening current account deficit points to a weaker rupee and declining foreign exchange reserves. The bank added that the energy shock has hit India at a time when the economy was entering a cyclical recovery phase in both growth and inflation.</p>
<div class="lb-trans"><p>澳新银行（ANZ Bank）表示，资本外流和经常账户赤字扩大相结合，预示着卢比走弱和外汇储备下降。该银行补充说，能源冲击在印度经济进入增长和通胀的周期性复苏阶段时发生。</p>
</div><p>India is now on track for a third straight balance of payments deficit this fiscal year, prompting economists to cut growth forecasts, raise inflation projections and lower rupee estimates.</p>
<div class="lb-trans"><p>印度在本财政年度正面临第三次连续的国际收支赤字，促使经济学家下调增长预测，提高通胀预期，并降低卢比预估。</p>
</div><p>ANZ last week revised its December rupee target to 97.5 per U.S. dollar from 93 earlier, while Fitch Ratings unit BMI warned the currency could weaken toward 100 if the Iran conflict escalates further.</p>
<div class="lb-trans"><p>澳新银行上周将其对卢比的 12 月目标从之前的 93 调整为 97.5，而惠誉评级旗下的 BMI 警告称，如果伊朗冲突进一步升级，卢比可能会走弱至 100。</p>
</div>

Butterfly Gandhimathi rallies 14% on strong Q4 results, crude surge; peers TTK Prestige, Stove Kraft see rub-off effect

Butterfly Gandhimathi 因第四季度业绩强劲和原油价格上涨而上涨 14%；同行 TTK Prestige 和 Stove Kraft 也受到波及