{"id":117609,"date":"2026-06-15T12:02:40","date_gmt":"2026-06-15T06:32:40","guid":{"rendered":"https:\/\/univest.in\/blogs-2\/?p=117609"},"modified":"2026-06-15T12:02:41","modified_gmt":"2026-06-15T06:32:41","slug":"iran-peace-deal-stocks-india-beneficiaries-june-15","status":"publish","type":"post","link":"https:\/\/univest.in\/blogs-2\/iran-peace-deal-stocks-india-beneficiaries-june-15\/","title":{"rendered":"US-Iran Peace Deal Stocks: Major Indian Stocks to Benefit From Easing Middle East Tensions \u2014 Sector-Wise Guide Across Aviation, Oil, Realty, Shipping and Finance"},"content":{"rendered":"<div class=\"meta-block\"><\/div>\n<p style=\"border-left: 4px solid #1F4E79; background: #EBF3FB; padding: 10px 16px; font-style: italic;\"><em>Iran peace deal stocks: MRPL +5.80%, IndiGo +4.62%, GODREJPROP +5.81%, LTF +6.41%, SCI +3.99%, HPCL +3.54%. Crude -5.36%. Nifty +1.34% to 23,940.<\/em><\/p>\n<p>The US-Iran peace deal confirmed on June 14, 2026, has triggered a broad-based rally across Indian equities on June 15, with <strong>Iran peace deal stocks<\/strong> with <strong>Iran peace deal stocks<\/strong> spanning aviation, refining, real estate, financial services, shipping, infrastructure, and consumer goods all posting significant gains. The Nifty 50 is up 1.34% to 23,940, MCX crude oil July futures have crashed 5.36% to Rs 7,541 per barrel, and the Strait of Hormuz has been reopened toll-free by President Trump&#8217;s direct order. This article provides a sector-wise guide to the major <strong>Iran peace deal stocks<\/strong> <strong>Iran peace deal stocks<\/strong> that are benefiting today, explaining the exact mechanism through which each sector gains from the peace deal, lower crude, and rate cut expectations.<\/p>\n<p style=\"margin-top: 24px;\"><a href=\"https:\/\/univest.in\/user\/log-in?utm_source=blogs&amp;utm_medium=iran-deal-india-stocks-benefit\"><strong>Click Here &#8211; Get Free Investment Predictions<\/strong><\/a><\/p>\n<div id=\"ez-toc-container\" class=\"ez-toc-v2_0_65 counter-hierarchy ez-toc-counter ez-toc-grey ez-toc-container-direction\">\n<div class=\"ez-toc-title-container\">\n<p class=\"ez-toc-title \" >Table of Contents<\/p>\n<span class=\"ez-toc-title-toggle\"><a href=\"#\" class=\"ez-toc-pull-right ez-toc-btn ez-toc-btn-xs ez-toc-btn-default ez-toc-toggle\" aria-label=\"Toggle Table of Content\"><span class=\"ez-toc-js-icon-con\"><span class=\"\"><span class=\"eztoc-hide\" style=\"display:none;\">Toggle<\/span><span class=\"ez-toc-icon-toggle-span\"><svg style=\"fill: #999;color:#999\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\" class=\"list-377408\" width=\"20px\" height=\"20px\" viewBox=\"0 0 24 24\" fill=\"none\"><path d=\"M6 6H4v2h2V6zm14 0H8v2h12V6zM4 11h2v2H4v-2zm16 0H8v2h12v-2zM4 16h2v2H4v-2zm16 0H8v2h12v-2z\" fill=\"currentColor\"><\/path><\/svg><svg style=\"fill: #999;color:#999\" class=\"arrow-unsorted-368013\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\" width=\"10px\" height=\"10px\" viewBox=\"0 0 24 24\" version=\"1.2\" baseProfile=\"tiny\"><path d=\"M18.2 9.3l-6.2-6.3-6.2 6.3c-.2.2-.3.4-.3.7s.1.5.3.7c.2.2.4.3.7.3h11c.3 0 .5-.1.7-.3.2-.2.3-.5.3-.7s-.1-.5-.3-.7zM5.8 14.7l6.2 6.3 6.2-6.3c.2-.2.3-.5.3-.7s-.1-.5-.3-.7c-.2-.2-.4-.3-.7-.3h-11c-.3 0-.5.1-.7.3-.2.2-.3.5-.3.7s.1.5.3.7z\"\/><\/svg><\/span><\/span><\/span><\/a><\/span><\/div>\n<nav><ul class='ez-toc-list ez-toc-list-level-1 ' ><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-1\" href=\"https:\/\/univest.in\/blogs-2\/iran-peace-deal-stocks-india-beneficiaries-june-15\/#Iran_Peace_Deal_Stocks_All_Sector_Beneficiaries_Today\" title=\"Iran Peace Deal Stocks: All Sector Beneficiaries Today\">Iran Peace Deal Stocks: All Sector Beneficiaries Today<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-2\" href=\"https:\/\/univest.in\/blogs-2\/iran-peace-deal-stocks-india-beneficiaries-june-15\/#The_Three_Transmission_Channels_That_Drive_Iran_Deal_Stocks\" title=\"The Three Transmission Channels That Drive Iran Deal Stocks\">The Three Transmission Channels That Drive Iran Deal Stocks<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-3\" href=\"https:\/\/univest.in\/blogs-2\/iran-peace-deal-stocks-india-beneficiaries-june-15\/#Conclusion\" title=\"Conclusion\">Conclusion<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-4\" href=\"https:\/\/univest.in\/blogs-2\/iran-peace-deal-stocks-india-beneficiaries-june-15\/#Frequently_Asked_Questions\" title=\"Frequently Asked Questions\">Frequently Asked Questions<\/a><ul class='ez-toc-list-level-3' ><li class='ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-5\" href=\"https:\/\/univest.in\/blogs-2\/iran-peace-deal-stocks-india-beneficiaries-june-15\/#Which_Indian_stocks_benefit_the_most_from_the_US-Iran_peace_deal\" title=\"Which Indian stocks benefit the most from the US-Iran peace deal?\">Which Indian stocks benefit the most from the US-Iran peace deal?<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-6\" href=\"https:\/\/univest.in\/blogs-2\/iran-peace-deal-stocks-india-beneficiaries-june-15\/#Why_does_the_Iran_deal_benefit_Indian_banks_and_NBFCs\" title=\"Why does the Iran deal benefit Indian banks and NBFCs?\">Why does the Iran deal benefit Indian banks and NBFCs?<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-7\" href=\"https:\/\/univest.in\/blogs-2\/iran-peace-deal-stocks-india-beneficiaries-june-15\/#Which_sectors_should_investors_avoid_in_the_Iran_deal_rally\" title=\"Which sectors should investors avoid in the Iran deal rally?\">Which sectors should investors avoid in the Iran deal rally?<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-8\" href=\"https:\/\/univest.in\/blogs-2\/iran-peace-deal-stocks-india-beneficiaries-june-15\/#What_is_the_timeline_for_the_Iran_peace_deal_market_impact\" title=\"What is the timeline for the Iran peace deal market impact?\">What is the timeline for the Iran peace deal market impact?<\/a><\/li><\/ul><\/li><\/ul><\/nav><\/div>\n<h2><span class=\"ez-toc-section\" id=\"Iran_Peace_Deal_Stocks_All_Sector_Beneficiaries_Today\"><\/span><strong>Iran Peace Deal Stocks: All Sector Beneficiaries Today<\/strong><span class=\"ez-toc-section-end\"><\/span><\/h2>\n<table style=\"width: 100%; border-collapse: collapse; font-size: 14px;\">\n<thead>\n<tr>\n<th style=\"border: 1px solid #000; padding: 7px 9px; background: #000; color: #fff; text-align: left;\">Sector<\/th>\n<th style=\"border: 1px solid #000; padding: 7px 9px; background: #000; color: #fff; text-align: left;\">Top Stock<\/th>\n<th style=\"border: 1px solid #000; padding: 7px 9px; background: #000; color: #fff; text-align: left;\">NSE<\/th>\n<th style=\"border: 1px solid #000; padding: 7px 9px; background: #000; color: #fff; text-align: left;\">LTP<\/th>\n<th style=\"border: 1px solid #000; padding: 7px 9px; background: #000; color: #fff; text-align: left;\">Change<\/th>\n<th style=\"border: 1px solid #000; padding: 7px 9px; background: #000; color: #fff; text-align: left;\">Why It Benefits<\/th>\n<\/tr>\n<\/thead>\n<tbody>\n<tr>\n<td style=\"border: 1px solid #000; padding: 7px 9px; background: #fff; color: #000;\">Aviation<\/td>\n<td style=\"border: 1px solid #000; padding: 7px 9px; background: #fff; color: #000;\"><a href=\"https:\/\/univest.in\/user\/stocks\/indigo\/interglobe-aviation-ltd-share-price-today\">IndiGo<\/a><\/td>\n<td style=\"border: 1px solid #000; padding: 7px 9px; background: #fff; color: #000;\">INDIGO<\/td>\n<td style=\"border: 1px solid #000; padding: 7px 9px; background: #fff; color: #000;\">Rs 4,927.50<\/td>\n<td style=\"border: 1px solid #000; padding: 7px 9px; background: #fff; color: #000;\">+4.62%<\/td>\n<td style=\"border: 1px solid #000; padding: 7px 9px; background: #fff; color: #000;\">ATF 35-40% of costs; crude -5% saves Rs 2,000 Cr\/qtr<\/td>\n<\/tr>\n<tr>\n<td style=\"border: 1px solid #000; padding: 7px 9px; background: #fff; color: #000;\">Oil Refining<\/td>\n<td style=\"border: 1px solid #000; padding: 7px 9px; background: #fff; color: #000;\"><a href=\"https:\/\/univest.in\/user\/stocks\/mrpl\/mangalore-refinery-and-petrochemicals-ltd-share-price-today\">MRPL<\/a><\/td>\n<td style=\"border: 1px solid #000; padding: 7px 9px; background: #fff; color: #000;\">MRPL<\/td>\n<td style=\"border: 1px solid #000; padding: 7px 9px; background: #fff; color: #000;\">Rs 170.36<\/td>\n<td style=\"border: 1px solid #000; padding: 7px 9px; background: #fff; color: #000;\">+5.80%<\/td>\n<td style=\"border: 1px solid #000; padding: 7px 9px; background: #fff; color: #000;\">Refinery GRM expands when crude falls sharply<\/td>\n<\/tr>\n<tr>\n<td style=\"border: 1px solid #000; padding: 7px 9px; background: #fff; color: #000;\">OMC<\/td>\n<td style=\"border: 1px solid #000; padding: 7px 9px; background: #fff; color: #000;\"><a href=\"https:\/\/univest.in\/user\/stocks\/hindpetro\/hindustan-petroleum-corporation-ltd-share-price-today\">HPCL<\/a><\/td>\n<td style=\"border: 1px solid #000; padding: 7px 9px; background: #fff; color: #000;\">HINDPETRO<\/td>\n<td style=\"border: 1px solid #000; padding: 7px 9px; background: #fff; color: #000;\">Rs 402.65<\/td>\n<td style=\"border: 1px solid #000; padding: 7px 9px; background: #fff; color: #000;\">+3.54%<\/td>\n<td style=\"border: 1px solid #000; padding: 7px 9px; background: #fff; color: #000;\">Marketing + refinery margins expand<\/td>\n<\/tr>\n<tr>\n<td style=\"border: 1px solid #000; padding: 7px 9px; background: #fff; color: #000;\">OMC<\/td>\n<td style=\"border: 1px solid #000; padding: 7px 9px; background: #fff; color: #000;\"><a href=\"https:\/\/univest.in\/user\/stocks\/bpcl\/bharat-petroleum-corporation-ltd-share-price-today\">BPCL<\/a><\/td>\n<td style=\"border: 1px solid #000; padding: 7px 9px; background: #fff; color: #000;\">BPCL<\/td>\n<td style=\"border: 1px solid #000; padding: 7px 9px; background: #fff; color: #000;\">Rs 310.30<\/td>\n<td style=\"border: 1px solid #000; padding: 7px 9px; background: #fff; color: #000;\">+2.63%<\/td>\n<td style=\"border: 1px solid #000; padding: 7px 9px; background: #fff; color: #000;\">Under-recovery eliminated; refinery gains<\/td>\n<\/tr>\n<tr>\n<td style=\"border: 1px solid #000; padding: 7px 9px; background: #fff; color: #000;\">OMC<\/td>\n<td style=\"border: 1px solid #000; padding: 7px 9px; background: #fff; color: #000;\"><a href=\"https:\/\/univest.in\/user\/stocks\/ioc\/indian-oil-corporation-ltd-share-price-today\">IOC<\/a><\/td>\n<td style=\"border: 1px solid #000; padding: 7px 9px; background: #fff; color: #000;\">IOC<\/td>\n<td style=\"border: 1px solid #000; padding: 7px 9px; background: #fff; color: #000;\">Rs 145.26<\/td>\n<td style=\"border: 1px solid #000; padding: 7px 9px; background: #fff; color: #000;\">+3.07%<\/td>\n<td style=\"border: 1px solid #000; padding: 7px 9px; background: #fff; color: #000;\">India&#8217;s largest OMC; direct crude fall beneficiary<\/td>\n<\/tr>\n<tr>\n<td style=\"border: 1px solid #000; padding: 7px 9px; background: #fff; color: #000;\">Tyres<\/td>\n<td style=\"border: 1px solid #000; padding: 7px 9px; background: #fff; color: #000;\"><a href=\"https:\/\/univest.in\/user\/stocks\/apollotyre\/apollo-tyres-ltd-share-price-today\">Apollo Tyres<\/a><\/td>\n<td style=\"border: 1px solid #000; padding: 7px 9px; background: #fff; color: #000;\">APOLLOTYRE<\/td>\n<td style=\"border: 1px solid #000; padding: 7px 9px; background: #fff; color: #000;\">Rs 411.30<\/td>\n<td style=\"border: 1px solid #000; padding: 7px 9px; background: #fff; color: #000;\">+3.78%<\/td>\n<td style=\"border: 1px solid #000; padding: 7px 9px; background: #fff; color: #000;\">Crude-linked rubber\/carbon black input costs fall<\/td>\n<\/tr>\n<tr>\n<td style=\"border: 1px solid #000; padding: 7px 9px; background: #fff; color: #000;\">Paints<\/td>\n<td style=\"border: 1px solid #000; padding: 7px 9px; background: #fff; color: #000;\"><a href=\"https:\/\/univest.in\/user\/stocks\/asianpaint\/asian-paints-ltd-share-price-today\">Asian Paints<\/a><\/td>\n<td style=\"border: 1px solid #000; padding: 7px 9px; background: #fff; color: #000;\">ASIANPAINT<\/td>\n<td style=\"border: 1px solid #000; padding: 7px 9px; background: #fff; color: #000;\">Rs 2,784.80<\/td>\n<td style=\"border: 1px solid #000; padding: 7px 9px; background: #fff; color: #000;\">+1.36% (H: +3.10%)<\/td>\n<td style=\"border: 1px solid #000; padding: 7px 9px; background: #fff; color: #000;\">TiO2, solvents, monomers are petrochemical-derived<\/td>\n<\/tr>\n<tr>\n<td style=\"border: 1px solid #000; padding: 7px 9px; background: #fff; color: #000;\">Real Estate<\/td>\n<td style=\"border: 1px solid #000; padding: 7px 9px; background: #fff; color: #000;\"><a href=\"https:\/\/univest.in\/user\/stocks\/godrejprop\/godrej-properties-ltd-share-price-today\">Godrej Properties<\/a><\/td>\n<td style=\"border: 1px solid #000; padding: 7px 9px; background: #fff; color: #000;\">GODREJPROP<\/td>\n<td style=\"border: 1px solid #000; padding: 7px 9px; background: #fff; color: #000;\">Rs 1,789.70<\/td>\n<td style=\"border: 1px solid #000; padding: 7px 9px; background: #fff; color: #000;\">+5.81%<\/td>\n<td style=\"border: 1px solid #000; padding: 7px 9px; background: #fff; color: #000;\">Rate cut \u2192 lower home loan EMIs \u2192 demand boost<\/td>\n<\/tr>\n<tr>\n<td style=\"border: 1px solid #000; padding: 7px 9px; background: #fff; color: #000;\">Real Estate<\/td>\n<td style=\"border: 1px solid #000; padding: 7px 9px; background: #fff; color: #000;\"><a href=\"https:\/\/univest.in\/user\/stocks\/dlf\/dlf-ltd-share-price-today\">DLF<\/a><\/td>\n<td style=\"border: 1px solid #000; padding: 7px 9px; background: #fff; color: #000;\">DLF<\/td>\n<td style=\"border: 1px solid #000; padding: 7px 9px; background: #fff; color: #000;\">Rs 607.95<\/td>\n<td style=\"border: 1px solid #000; padding: 7px 9px; background: #fff; color: #000;\">+3.56%<\/td>\n<td style=\"border: 1px solid #000; padding: 7px 9px; background: #fff; color: #000;\">Rate cut \u2192 lower cost of capital for developers<\/td>\n<\/tr>\n<tr>\n<td style=\"border: 1px solid #000; padding: 7px 9px; background: #fff; color: #000;\">Shipping<\/td>\n<td style=\"border: 1px solid #000; padding: 7px 9px; background: #fff; color: #000;\"><a href=\"https:\/\/univest.in\/user\/stocks\/sci\/shipping-corporation-of-india-ltd-share-price-today\">SCI<\/a><\/td>\n<td style=\"border: 1px solid #000; padding: 7px 9px; background: #fff; color: #000;\">SCI<\/td>\n<td style=\"border: 1px solid #000; padding: 7px 9px; background: #fff; color: #000;\">Rs 308.90<\/td>\n<td style=\"border: 1px solid #000; padding: 7px 9px; background: #fff; color: #000;\">+3.99%<\/td>\n<td style=\"border: 1px solid #000; padding: 7px 9px; background: #fff; color: #000;\">Hormuz opens \u2192 more tanker traffic; lower bunker fuel<\/td>\n<\/tr>\n<tr>\n<td style=\"border: 1px solid #000; padding: 7px 9px; background: #fff; color: #000;\">Shipping<\/td>\n<td style=\"border: 1px solid #000; padding: 7px 9px; background: #fff; color: #000;\"><a href=\"https:\/\/univest.in\/user\/stocks\/geship\/the-great-eastern-shipping-company-ltd-share-price-today\">GE Shipping<\/a><\/td>\n<td style=\"border: 1px solid #000; padding: 7px 9px; background: #fff; color: #000;\">GESHIP<\/td>\n<td style=\"border: 1px solid #000; padding: 7px 9px; background: #fff; color: #000;\">Rs 1,405.20<\/td>\n<td style=\"border: 1px solid #000; padding: 7px 9px; background: #fff; color: #000;\">+4.74% (H)<\/td>\n<td style=\"border: 1px solid #000; padding: 7px 9px; background: #fff; color: #000;\">India&#8217;s top private shipper; tanker fleet gains<\/td>\n<\/tr>\n<tr>\n<td style=\"border: 1px solid #000; padding: 7px 9px; background: #fff; color: #000;\">NBFC<\/td>\n<td style=\"border: 1px solid #000; padding: 7px 9px; background: #fff; color: #000;\"><a href=\"https:\/\/univest.in\/user\/stocks\/ltf\/landt-finance-ltd-share-price-today\">L&amp;T Finance<\/a><\/td>\n<td style=\"border: 1px solid #000; padding: 7px 9px; background: #fff; color: #000;\">LTF<\/td>\n<td style=\"border: 1px solid #000; padding: 7px 9px; background: #fff; color: #000;\">Rs 293.65<\/td>\n<td style=\"border: 1px solid #000; padding: 7px 9px; background: #fff; color: #000;\">+6.41%<\/td>\n<td style=\"border: 1px solid #000; padding: 7px 9px; background: #fff; color: #000;\">Rate cut \u2192 lower cost of funds + higher loan demand<\/td>\n<\/tr>\n<tr>\n<td style=\"border: 1px solid #000; padding: 7px 9px; background: #fff; color: #000;\">AMC<\/td>\n<td style=\"border: 1px solid #000; padding: 7px 9px; background: #fff; color: #000;\"><a href=\"https:\/\/univest.in\/user\/stocks\/hdfcamc\/hdfc-asset-management-company-ltd-share-price-today\">HDFC AMC<\/a><\/td>\n<td style=\"border: 1px solid #000; padding: 7px 9px; background: #fff; color: #000;\">HDFCAMC<\/td>\n<td style=\"border: 1px solid #000; padding: 7px 9px; background: #fff; color: #000;\">Rs 2,595.10<\/td>\n<td style=\"border: 1px solid #000; padding: 7px 9px; background: #fff; color: #000;\">+5.67%<\/td>\n<td style=\"border: 1px solid #000; padding: 7px 9px; background: #fff; color: #000;\">Market rally raises AUM and fee revenues mechanically<\/td>\n<\/tr>\n<tr>\n<td style=\"border: 1px solid #000; padding: 7px 9px; background: #fff; color: #000;\">Infra\/Capital Goods<\/td>\n<td style=\"border: 1px solid #000; padding: 7px 9px; background: #fff; color: #000;\"><a href=\"https:\/\/univest.in\/user\/stocks\/lt\/larsen-and-toubro-ltd-share-price-today\">L&amp;T<\/a><\/td>\n<td style=\"border: 1px solid #000; padding: 7px 9px; background: #fff; color: #000;\">LT<\/td>\n<td style=\"border: 1px solid #000; padding: 7px 9px; background: #fff; color: #000;\">Rs 4,180.90<\/td>\n<td style=\"border: 1px solid #000; padding: 7px 9px; background: #fff; color: #000;\">+3.25%<\/td>\n<td style=\"border: 1px solid #000; padding: 7px 9px; background: #fff; color: #000;\">Gulf project revival + lower construction input costs<\/td>\n<\/tr>\n<tr>\n<td style=\"border: 1px solid #000; padding: 7px 9px; background: #fff; color: #000;\">Banking<\/td>\n<td style=\"border: 1px solid #000; padding: 7px 9px; background: #fff; color: #000;\"><a href=\"https:\/\/univest.in\/user\/stocks\/hdfcbank\/hdfc-bank-ltd-share-price-today\">HDFC Bank<\/a><\/td>\n<td style=\"border: 1px solid #000; padding: 7px 9px; background: #fff; color: #000;\">HDFCBANK<\/td>\n<td style=\"border: 1px solid #000; padding: 7px 9px; background: #fff; color: #000;\">Rs 785.10<\/td>\n<td style=\"border: 1px solid #000; padding: 7px 9px; background: #fff; color: #000;\">+1.64%<\/td>\n<td style=\"border: 1px solid #000; padding: 7px 9px; background: #fff; color: #000;\">Rate cut improves NIM + credit demand<\/td>\n<\/tr>\n<tr>\n<td style=\"border: 1px solid #000; padding: 7px 9px; background: #fff; color: #000;\">Gas<\/td>\n<td style=\"border: 1px solid #000; padding: 7px 9px; background: #fff; color: #000;\"><a href=\"https:\/\/univest.in\/user\/stocks\/gail\/gail-(india)-ltd-share-price-today\">GAIL<\/a><\/td>\n<td style=\"border: 1px solid #000; padding: 7px 9px; background: #fff; color: #000;\">GAIL<\/td>\n<td style=\"border: 1px solid #000; padding: 7px 9px; background: #fff; color: #000;\">Rs 176.10<\/td>\n<td style=\"border: 1px solid #000; padding: 7px 9px; background: #fff; color: #000;\">+3.28%<\/td>\n<td style=\"border: 1px solid #000; padding: 7px 9px; background: #fff; color: #000;\">Gas price repricing; lower feedstock costs benefit<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<div style=\"background: #E8EAFF; border-radius: 14px; padding: 28px 32px 24px 32px; margin: 24px 0; font-family: -apple-system,BlinkMacSystemFont,'Segoe UI',Roboto,sans-serif; cursor: pointer; max-width: 100%; box-sizing: border-box;\">\n<p style=\"font-size: 20px; font-weight: bold; color: #0a0a23; margin: 0 0 12px 0; line-height: 1.3;\">3 Stocks Building Serious Momentum Right Now<\/p>\n<p style=\"font-size: 15px; color: #3a3a5c; margin: 0 0 14px 0; line-height: 1.6;\">When <strong style=\"color: #0a0a23;\">Univest analysts<\/strong> identify high-conviction opportunities, <em>investors pay attention.<\/em><\/p>\n<ul style=\"margin: 0 0 16px 20px; padding: 0; color: #3a3a5c; font-size: 15px; line-height: 1.8;\">\n<li>Discover stocks investors are actively accumulating<\/li>\n<li>High-conviction opportunities backed by research<\/li>\n<li>Designed for the next phase of market growth<\/li>\n<\/ul>\n<p style=\"font-size: 15px; color: #3a3a5c; margin: 0 0 20px 0;\">Unlock the latest <a style=\"color: #3b7fff; font-weight: bold; text-decoration: none;\" href=\"https:\/\/univest.in\/user\/payment?planType=ALL_PRO%20PLANS\">Top Stock Picks<\/a> on Univest<\/p>\n<p><a style=\"display: inline-block; background: #3B7FFF; color: #fff; font-size: 15px; font-weight: 600; padding: 13px 28px; border-radius: 50px; letter-spacing: 0.2px; text-decoration: none;\" href=\"https:\/\/univest.in\/user\/log-in?utm_source=blogs&amp;utm_medium=iran-deal-india-stocks-benefit\" target=\"_blank\" rel=\"noopener\">See the Stocks \u2192<\/a><\/p>\n<\/div>\n<h2><span class=\"ez-toc-section\" id=\"The_Three_Transmission_Channels_That_Drive_Iran_Deal_Stocks\"><\/span><strong>The Three Transmission Channels That Drive Iran Deal Stocks<\/strong><span class=\"ez-toc-section-end\"><\/span><\/h2>\n<p><strong>Channel 1: Crude oil fall.<\/strong> MCX crude down 5.36% to Rs 7,541 directly reduces input costs for airlines (ATF), OMCs (refinery feedstock), tyre companies (rubber, carbon black), paint companies (TiO2, solvents), and logistics companies. <strong>Iran peace deal stocks<\/strong> with the highest crude oil input cost intensity gain the most from this channel: MRPL (100% crude-dependent), IndiGo (ATF 35-40% of costs).<\/p>\n<p><strong>Channel 2: Interest rate expectations.<\/strong> Lower crude reduces India&#8217;s inflation, which builds the case for RBI rate cuts. Rate cut expectations benefit real estate (lower home loan EMIs), NBFCs (lower cost of funds, higher loan demand), banks (NIM improvement, G-sec gains), and housing finance companies. Godrej Properties at +5.81% and L&amp;T Finance at +6.41% exemplify this channel.<\/p>\n<p><strong>Channel 3: Geopolitical normalisation.<\/strong> The Strait of Hormuz reopening normalises shipping routes, reducing war risk insurance for tankers. Gulf infrastructure projects (deferred during the war) may restart, benefiting L&amp;T&#8217;s international order pipeline. FII sentiment toward Indian equities improves as Middle East risk premium falls.<\/p>\n<p style=\"margin-top: 24px;\"><a href=\"https:\/\/univest.in\/screeners\"><strong>Track All Iran Peace Deal Stocks Live on Univest<\/strong><\/a><\/p>\n<h2><span class=\"ez-toc-section\" id=\"Conclusion\"><\/span><strong>Conclusion<\/strong><span class=\"ez-toc-section-end\"><\/span><\/h2>\n<p><strong>Iran peace deal stocks<\/strong> are rallying broadly today across 8 sectors driven by crude fall, rate cut expectations, and geopolitical normalisation. Top gainers: Among the best <strong>Iran peace deal stocks<\/strong> are LTF (+6.41%), MRPL (+5.80%), GODREJPROP (+5.81%), HDFCAMC (+5.67%), IndiGo (+4.62%). Track all <strong>Iran peace deal stocks<\/strong> live on Univest.<\/p>\n<p style=\"margin-top: 24px;\"><em>Download the <a href=\"http:\/\/apps.apple.com\/in\/app\/univest-stocks-investment\/id6443753518\" rel=\"nofollow noopener\" target=\"_blank\">Univest iOS App<\/a> or <a href=\"http:\/\/play.google.com\/store\/apps\/details?id=com.univest.capp&amp;hl=en_IN\" rel=\"nofollow noopener\" target=\"_blank\">Univest Android App<\/a> to track all Iran peace deal stocks live on Univest.<\/em><\/p>\n<div style=\"background: #CC0000; border-radius: 8px; padding: 16px 20px; margin: 24px 0;\">\n<p style=\"color: #ffffff; font-size: 13px; line-height: 1.7; margin: 0;\"><strong style=\"color: #ffffff;\">Disclaimer:<\/strong> Data and figures in this article are sourced from publicly available information. These may or may not be accurate. Please verify all data with the official NSE (nseindia.com) and BSE (bseindia.com) websites before making any investment decision. Investments in securities are subject to market risk. This content is for educational purposes only and is not investment advice by Univest (SEBI RA INH000013776).<\/p>\n<\/div>\n<h2><span class=\"ez-toc-section\" id=\"Frequently_Asked_Questions\"><\/span><strong>Frequently Asked Questions<\/strong><span class=\"ez-toc-section-end\"><\/span><\/h2>\n<h3><span class=\"ez-toc-section\" id=\"Which_Indian_stocks_benefit_the_most_from_the_US-Iran_peace_deal\"><\/span><strong>Which Indian stocks benefit the most from the US-Iran peace deal?<\/strong><span class=\"ez-toc-section-end\"><\/span><\/h3>\n<p>Ans. The biggest <strong>Iran peace deal stocks<\/strong> in India today are across multiple sectors. In aviation, IndiGo (INDIGO) gained +4.62% as ATF costs will fall with crude. In oil refining, MRPL surged +5.80% as refinery margins improve when crude input costs fall sharply. In NBFC and financial services, L&amp;T Finance (LTF) gained +6.41% as rate cut expectations build from lower crude and inflation. In real estate, Godrej Properties (GODREJPROP) surged +5.81% as rate cuts lower home loan EMIs and boost demand. HDFC AMC gained +5.67% as equity markets rallied. In shipping, SCI hit +8% intraday as the Strait of Hormuz reopening benefits tanker traffic and reduces war risk insurance costs.<\/p>\n<h3><span class=\"ez-toc-section\" id=\"Why_does_the_Iran_deal_benefit_Indian_banks_and_NBFCs\"><\/span><strong>Why does the Iran deal benefit Indian banks and NBFCs?<\/strong><span class=\"ez-toc-section-end\"><\/span><\/h3>\n<p>Ans. The Iran peace deal benefits Indian banks and NBFCs through the interest rate transmission channel. The deal causes crude oil to crash 5.36%, which reduces India&#8217;s inflation expectations significantly. When inflation is expected to fall, the RBI has room to cut the repo rate. RBI rate cuts benefit banks in multiple ways: lower rates reduce the cost of deposits (liability side), stimulate loan demand as EMIs become more affordable, and cause government bond prices to rise (G-sec appreciation). For NBFCs specifically, lower rates reduce their cost of borrowing from banks and through commercial paper, expanding net interest margins. Banks&#8217; CASA ratios also improve in lower rate environments.<\/p>\n<h3><span class=\"ez-toc-section\" id=\"Which_sectors_should_investors_avoid_in_the_Iran_deal_rally\"><\/span><strong>Which sectors should investors avoid in the Iran deal rally?<\/strong><span class=\"ez-toc-section-end\"><\/span><\/h3>\n<p>Ans. Investors should avoid or underweight upstream oil and gas companies in the Iran deal rally. ONGC (NSE: ONGC) is -0.83% today as its revenue per barrel falls when crude prices decline. Oil India (NSE: OIL) is -0.44% for the same reason. These companies are direct sellers of crude oil, so every $1 fall in crude reduces their revenue. Additionally, natural gas utilities like Gujarat Gas may face some near-term uncertainty as the Hormuz reopening changes regional LNG pricing dynamics. Gold ETFs may also face pressure over time as the war risk premium in gold gradually deflates, although gold is paradoxically UP today because lower crude reduces global rate hike expectations, which is positive for gold.<\/p>\n<h3><span class=\"ez-toc-section\" id=\"What_is_the_timeline_for_the_Iran_peace_deal_market_impact\"><\/span><strong>What is the timeline for the Iran peace deal market impact?<\/strong><span class=\"ez-toc-section-end\"><\/span><\/h3>\n<p>Ans. The Iran peace deal market impact will play out in phases. Immediate (June 14-19): Crude oil falls as markets price in Hormuz reopening; aviation, OMC, tyre, paint stocks surge; war risk insurance falls for shipping. Short-term (June 19 &#8211; August 2026): Iran deal formally signed in Switzerland on June 19; crude stabilises in the $80-88 range; India&#8217;s CPI inflation data for June (released July 13) expected to show moderation as transport costs fall; RBI August MPC meeting becomes a live rate cut event. Medium-term (Q3-Q4 FY27): Rate cuts materialise (25-50 bps expected by March 2027); real estate demand picks up as home loan rates fall; NBFC disbursements accelerate; Gulf infrastructure orders restart benefiting L&amp;T and other capital goods companies.<\/p>\n<div class=\"faq-schema\"><script type=\"application\/ld+json\">{\"@context\":\"https:\/\/schema.org\",\"@type\":\"FAQPage\",\"mainEntity\":[{\"@type\":\"Question\",\"name\":\"Which Indian stocks benefit the most from the US-Iran peace deal?\",\"acceptedAnswer\":{\"@type\":\"Answer\",\"text\":\"Ans. The biggest beneficiaries of the Iran peace deal among Indian stocks today are across multiple sectors. In aviation, IndiGo (INDIGO) gained +4.62% as ATF costs will fall with crude. In oil refining, MRPL surged +5.80% as refinery margins improve when crude input costs fall sharply. In NBFC and financial services, L&T Finance (LTF) gained +6.41% as rate cut expectations build from lower crude and inflation. In real estate, Godrej Properties (GODREJPROP) surged +5.81% as rate cuts lower home loan EMIs and boost demand. HDFC AMC gained +5.67% as equity markets rallied. In shipping, SCI hit +8% intraday as the Strait of Hormuz reopening benefits tanker traffic and reduces war risk insurance costs.\"}},{\"@type\":\"Question\",\"name\":\"Why does the Iran deal benefit Indian banks and NBFCs?\",\"acceptedAnswer\":{\"@type\":\"Answer\",\"text\":\"Ans. The Iran peace deal benefits Indian banks and NBFCs through the interest rate transmission channel. The deal causes crude oil to crash 5.36%, which reduces India's inflation expectations significantly. When inflation is expected to fall, the RBI has room to cut the repo rate. RBI rate cuts benefit banks in multiple ways: lower rates reduce the cost of deposits (liability side), stimulate loan demand as EMIs become more affordable, and cause government bond prices to rise (G-sec appreciation). For NBFCs specifically, lower rates reduce their cost of borrowing from banks and through commercial paper, expanding net interest margins. Banks' CASA ratios also improve in lower rate environments.\"}},{\"@type\":\"Question\",\"name\":\"Which sectors should investors avoid in the Iran deal rally?\",\"acceptedAnswer\":{\"@type\":\"Answer\",\"text\":\"Ans. Investors should avoid or underweight upstream oil and gas companies in the Iran deal rally. ONGC (NSE: ONGC) is -0.83% today as its revenue per barrel falls when crude prices decline. Oil India (NSE: OIL) is -0.44% for the same reason. These companies are direct sellers of crude oil, so every $1 fall in crude reduces their revenue. Additionally, natural gas utilities like Gujarat Gas may face some near-term uncertainty as the Hormuz reopening changes regional LNG pricing dynamics. Gold ETFs may also face pressure over time as the war risk premium in gold gradually deflates, although gold is paradoxically UP today because lower crude reduces global rate hike expectations, which is positive for gold.\"}},{\"@type\":\"Question\",\"name\":\"What is the timeline for the Iran peace deal market impact?\",\"acceptedAnswer\":{\"@type\":\"Answer\",\"text\":\"Ans. The Iran peace deal market impact will play out in phases. Immediate (June 14-19): Crude oil falls as markets price in Hormuz reopening; aviation, OMC, tyre, paint stocks surge; war risk insurance falls for shipping. Short-term (June 19 - August 2026): Iran deal formally signed in Switzerland on June 19; crude stabilises in the $80-88 range; India's CPI inflation data for June (released July 13) expected to show moderation as transport costs fall; RBI August MPC meeting becomes a live rate cut event. Medium-term (Q3-Q4 FY27): Rate cuts materialise (25-50 bps expected by March 2027); real estate demand picks up as home loan rates fall; NBFC disbursements accelerate; Gulf infrastructure orders restart benefiting L&T and other capital goods companies.\"}}]}<\/script><\/div>\n","protected":false},"excerpt":{"rendered":"<p>Iran peace deal stocks: MRPL +5.80%, LTF +6.41%, GODREJPROP +5.81%, IndiGo +4.62%, SCI +3.99%. Full sector guide across 8 sectors.<\/p>\n","protected":false},"author":34,"featured_media":117642,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[842],"tags":[4636],"class_list":["post-117609","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-news","tag-us-iran-peace-deal-stocks"],"metadata":{"rank_math_internal_links_processed":["1"],"_edit_lock":["1781505165:23"],"_last_editor_used_jetpack":["block-editor"],"rank_math_primary_category":["842"],"rank_math_seo_score":["77"],"rank_math_title":["Iran Peace Deal Stocks: Top Indian Stocks to Buy Across 8 Sectors"],"rank_math_description":["Iran peace deal stocks: IndiGo +4.62%, MRPL +5.80%, HPCL +3.54%, GODREJPROP +5.81%, LTF +6.41%, SCI +3.99%. Full sector-wise guide to Indian stocks benefiting from the deal."],"rank_math_focus_keyword":["Iran peace 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