Brent crude's 2.5% surge to $64.34 per barrel in early Asian trading on Monday could trigger margin pressure across Indian OMCs, aviation, and paints sectors, according to analyst Harika Enjamuri. She said the move, driven by intensifying Russia-Ukraine tensions and a fresh US sanction push, supports upstream players like ONGC and Oil India but poses headwinds for IOC, BPCL, HPCL.