ISRAEL-IRAN IMPACT: SECTOR-WISE STOCK OUTLOOK RICE STOCKS 🔴 LT FOODS, KRBL may face pressure due to large export exposure to Iran. ADANI PORTS (Neutral) Haifa port operations remain unaffected despite Iranian missile strikes. SHIPPING STOCKS 🟢 GE SHIPPING may benefit as oil tanker rates expected to rise 15–30%. DEFENSE STOCKS 🟢 BHARAT DYNAMICS gains from missile supplies to Israel. HAL, BEL, GRSE, MAZAGON, COCHIN SHIPYARD likely to see positive sentiment.