Ram Prasad Sahu

Sentiment shift: Earnings upgrade to downgrade ratio improved after Q3

There are hopes of a turnaround in overall corporate earnings after six quarters of single digit growth

Crude oil prices, competition likely to dull paint makers' margins

Paint stocks slipped in FY26 Q3 as weak decorative demand, intense competition and rising crude oil prices outweighed hopes of a volume-led recovery

Holding company discount, debt are a drag on agro firm UPL restructuring

UPL shares tumble after rejig; brokerages flag holding company discount and limited value unlocking amid persistent debt overhang

Premium portfolio, strong Q3 results boost outlook for Marico stock

Marico's strong Q3 performance, rising premium product share and steady volume outlook have lifted investor sentiment, though volatility in Copra and risks abroad remain key concerns

Ola Electric hit by volume slump, market share loss as Q3 revenue plunges

Ola Electric's Q3FY26 revenue fell 55% amid a steep drop in scooter volumes, triggering a 7% slide in its stock as brokerages flagged prolonged turnaround risks and ongoing market share erosion

Strong Q3 show, trade deals drive gains for auto-component stocks

Segment has outperformed the Nifty Auto index so far this year

Jubilant FoodWorks' gains depend on growth uptick, margin expansion

Jubilant FoodWorks beats Q3FY26 expectations, but stock gains depend on sustained same-store sales growth and operating margin expansion

Dixon Technologies valuation reflects headwinds amid demand slowdown

Despite muted Q3 performance, higher input costs and uncertainty over the Vivo joint venture, Dixon Technologies' valuation factors in multiple headwinds, with brokerages divided on outlook

Nykaa's revival rests on more than just growth, focus shifts to margins

Sustained margin expansion will shape the durability of its comeback

New launches to keep growth momentum healthy for Sun Pharma stock

Strong Q3 results and relief from lower US reciprocal taxes lift Sun Pharma shares, prompting brokerages to upgrade earnings outlook and target prices

New product launches to keep growth momentum healthy for Sun Pharma

Strong Q3 performance and a steady pipeline of new launches are expected to support Sun Pharma's growth outlook, with brokerages upgrading the stock

Union Budget 2026-27 favours capital expenditure over consumption

In comparison, the central government revenue expenditure is budgeted to decline by 2.5 per cent Y-o-Y to Rs 22.29 trillion in FY27 from FY26 revised estimates (FY26RE) of Rs 22.76 trillion

Budget 2026-27: Higher borrowing plan, STT move hit market sentiment

A surprise STT hike in Budget FY27 triggered a sharp market sell-off, with banks and metals hit hard amid worries over borrowing, bond yields and financial conditions

Strong order book, execution key triggers for CG Power stock ahead

CG Power shares surged nearly 10% as strong Q3 results, a robust ₹15,750-crore order book and EU market access boosted investor confidence

Smallcaps slide after 2 yrs of outperformance: Here're top gainers, losers

The category saw a reversal of fortune in 2025 amid a broadbased selloff. Krishna Kant & Ram Prasad Sahu analyse the ones to watch out for in 2026

Cautious near-term outlook to weigh on Info Edge amid weak IT hiring

The company's billings in Q3 for the Naukri or recruitment segment were up 11 per cent year-on-year but were lower than Street expectations

Real estate major DLF's growth seen on track despite Q3 FY26 miss

While some brokerages have cut their earnings estimates, they have a positive outlook in the medium term

LTIMindtree shares slide 7% as near-term margin pressures worry investors

Strong deal wins fail to calm near-term worries

Jio listing, retail growth key near-term triggers for Reliance industries

Drag on consolidated performance by retail in Q3 was offset to an extent by O2C, telecom

When midcaps blinked: A year of sharp reversals and what lies ahead

A stalled index masked stock-level swings across sectors. Krishna Kant & Ram Prasad Sahu identify the biggest movers of 2025