<p>領先廚房電器製造商的股票在週二的交易中大幅上漲，原因是強勁的季度收益和投資者對能源高效烹飪替代品的興趣上升，尤其是在原油價格高企的背景下。</p>
<p>在報告強勁的三月季度收益後，Butterfly Gandhimathi Appliances Ltd 的股價在早盤交易中上漲近 14%。該公司在 2026 財年第四季度的淨利潤為 1.144 億印度盧比，同比增長 26.69%，而去年同期為 9030 萬印度盧比。收入從去年的 1.8718 億印度盧比增長 16.56%，達到 2.1817 億印度盧比。</p>
<p><strong>另請閲讀：印度在全球市值中的份額首次降至 3% 以下，時隔四年</strong></p>
<p>在 2026 財年，Butterfly Gandhimathi 的淨利潤增長了 40.30%，達到 4.564 億印度盧比，而年度收入增長了 9.03%，達到 94.315 億印度盧比。</p>
<p>其他廚房電器股票也受到強烈買盤的關注。TTK Prestige Limited 的股價上漲超過 12%，而 Stove Kraft Limited 在早盤交易中上漲超過 6%。Bajaj Electricals Limited 的股價也略有上漲。</p>
<p>市場參與者表示，隨着消費者越來越多地探索替代液化石油氣（LPG）烹飪的選擇，股市的上漲也在持續。印度總理納倫德拉·莫迪最近呼籲降低燃料消費和倡導能源高效的生活方式，這也被視為對電磁爐和廚房電器製造商的積極信號。</p>
<p><strong>油價衝擊加深外部風險</strong></p>
<p>美伊衝突已進入第三個月，儘管自 4 月 8 日以來脆弱的停火協議基本維持，但局勢仍未見緩和跡象。</p>
<p>美國總統唐納德·特朗普週一表示，停火協議 “處於生命支持狀態”，並指出伊朗提出的關鍵條件尚未解決。</p>
<p>分析師表示，衝突拖得越久，原油價格高企對印度外部平衡和盧比的壓力就越大。</p>
<p>預計油價上漲將擴大印度的經常賬户赤字，而這一壓力又因資本流入疲軟而加劇。</p>
<p>自衝突開始以來，外國投資者已從印度股票市場撤出超過 200 億美元，今年迄今的資金外流已超過去年的記錄。初步交易數據顯示，僅週一，海外投資者就出售了近 9 億美元的印度股票。</p>
<p><strong>銀行警告盧比走弱，外匯儲備減少</strong></p>
<p>澳新銀行（ANZ Bank）表示，資本外流和經常賬户赤字擴大相結合，預示着盧比走弱和外匯儲備下降。該銀行補充説，能源衝擊在印度經濟進入增長和通脹的週期性復甦階段時發生。</p>
<p>印度在本財政年度正面臨第三次連續的國際收支赤字，促使經濟學家下調增長預測，提高通脹預期，並降低盧比預估。</p>
<p>澳新銀行上週將其對盧比的 12 月目標從之前的 93 調整為 97.5，而惠譽評級旗下的 BMI 警告稱，如果伊朗衝突進一步升級，盧比可能會走弱至 100。</p>

INDH

印度 MSCI ETF - iShares

<p>蝴蝶甘迪馬提電器的股票在強勁的第四季度業績發佈後上漲近 14%，淨利潤增長 26.69%，達到 1.144 億印度盧比。收入增長 16.56%，達到 2.1817 億印度盧比。其他廚房電器股票如 TTK Prestige 和 Stove Kraft 也出現上漲。此次漲幅歸因於在高原油價格和政府呼籲降低燃料消費的背景下，市場對節能烹飪的興趣上升。然而，分析師指出，油價上漲可能會擴大印度的經常賬户赤字，導致盧比貶值和外匯儲備下降</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>領先廚房電器製造商的股票在週二的交易中大幅上漲，原因是強勁的季度收益和投資者對能源高效烹飪替代品的興趣上升，尤其是在原油價格高企的背景下。</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>在報告強勁的三月季度收益後，Butterfly Gandhimathi Appliances Ltd 的股價在早盤交易中上漲近 14%。該公司在 2026 財年第四季度的淨利潤為 1.144 億印度盧比，同比增長 26.69%，而去年同期為 9030 萬印度盧比。收入從去年的 1.8718 億印度盧比增長 16.56%，達到 2.1817 億印度盧比。</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>另請閲讀：印度在全球市值中的份額首次降至 3% 以下，時隔四年</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 財年，Butterfly Gandhimathi 的淨利潤增長了 40.30%，達到 4.564 億印度盧比，而年度收入增長了 9.03%，達到 94.315 億印度盧比。</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>其他廚房電器股票也受到強烈買盤的關注。TTK Prestige Limited 的股價上漲超過 12%，而 Stove Kraft Limited 在早盤交易中上漲超過 6%。Bajaj Electricals Limited 的股價也略有上漲。</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>市場參與者表示，隨着消費者越來越多地探索替代液化石油氣（LPG）烹飪的選擇，股市的上漲也在持續。印度總理納倫德拉·莫迪最近呼籲降低燃料消費和倡導能源高效的生活方式，這也被視為對電磁爐和廚房電器製造商的積極信號。</p>
</div><p><strong>Oil shock deepens external risks</strong></p>
<div class="lb-trans"><p><strong>油價衝擊加深外部風險</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>美伊衝突已進入第三個月，儘管自 4 月 8 日以來脆弱的停火協議基本維持，但局勢仍未見緩和跡象。</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>美國總統唐納德·特朗普週一表示，停火協議 “處於生命支持狀態”，並指出伊朗提出的關鍵條件尚未解決。</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>分析師表示，衝突拖得越久，原油價格高企對印度外部平衡和盧比的壓力就越大。</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>預計油價上漲將擴大印度的經常賬户赤字，而這一壓力又因資本流入疲軟而加劇。</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>自衝突開始以來，外國投資者已從印度股票市場撤出超過 200 億美元，今年迄今的資金外流已超過去年的記錄。初步交易數據顯示，僅週一，海外投資者就出售了近 9 億美元的印度股票。</p>
</div><p><strong>Banks warn of weaker rupee, lower reserves</strong></p>
<div class="lb-trans"><p><strong>銀行警告盧比走弱，外匯儲備減少</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>澳新銀行（ANZ Bank）表示，資本外流和經常賬户赤字擴大相結合，預示着盧比走弱和外匯儲備下降。該銀行補充説，能源衝擊在印度經濟進入增長和通脹的週期性復甦階段時發生。</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>印度在本財政年度正面臨第三次連續的國際收支赤字，促使經濟學家下調增長預測，提高通脹預期，並降低盧比預估。</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>澳新銀行上週將其對盧比的 12 月目標從之前的 93 調整為 97.5，而惠譽評級旗下的 BMI 警告稱，如果伊朗衝突進一步升級，盧比可能會走弱至 100。</p>
</div>

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

Butterfly Gandhimathi 因第四季度業績強勁和原油價格上漲而上漲 14%；同行 TTK Prestige 和 Stove Kraft 也受到波及