Devangshu Datta

Vedanta Aluminium Metal may emerge as strongest performer after demerger

Analysts see the aluminium business as the most attractive near-term play among the newly listed Vedanta entities, aided by scale, low costs and favourable commodity trends

India's data centre boom will succeed only if it stays sustainably green

Policy aspirations to becoming a big player in AI cannot be fulfilled without the necessary DC capacity

Royalty rate reversal, cooling crude oil prices negative for ONGC, OIL

The partial reversal of royalty benefits and uncertainty over crude oil prices could weigh on earnings, though higher production and gas output remain supportive factors

Higher gas costs may keep city gas distribution margins under pressure

Rising LNG costs and supply uncertainties are squeezing CGD margins, even as strong CNG demand helps sustain volume growth across key markets

Capital goods sector may take a margin, order flow hit in the near term

Supply-chain disruptions, commodity inflation and project delays are likely to pressure margins and order flows, even as long-term demand drivers remain intact

Strong order inflows boost BHEL outlook, but execution remains the key risk

A robust order pipeline and long-term power-sector expansion support BHEL's growth outlook, but sustained margin gains and timely execution remain critical

Valuations, growth prospects to limit downside risks for SBI Card

Improving asset quality and lower credit costs could support earnings growth, even as receivables expansion remains subdued and cost pressures persist

Execution worries may weigh on listed infra players in near term

Road and infrastructure firms face weak execution and margin pressure, though strong order books offer hope for a recovery in FY27

Rising demand, production recovery could support gains for Coal India

Rising power demand, thermal generation growth and value unlocking at MCL could support Coal India, though margin pressures remain a near-term concern

Cement sector faces margin pressure despite healthy demand growth

While cement demand remains resilient and volumes are growing, rising input costs, capacity additions and geopolitical risks could weigh on profitability

NMDC's earnings growth in FY27 hinges on hitting volume target

Strong iron ore volumes and higher prices lifted NMDC's earnings, while expansion plans and coal mining projects underpin its FY27 growth outlook

Data centre execution, exports revival key triggers for Cummins India

FY26 revenue grew 18 per cent Y-o-Y to ₹12,140 crore. Gross margins, which contracted in Q4, were up 60 basis points Y-o-Y to 36.8 per cent in FY26

Valuations factor in strong growth opportunities for Hitachi Energy

Strong order book, rising transmission investments and opportunities in renewables, data centres and HVDC projects underpin the company's long-term growth outlook

Cockroach Janata Party: Indian youth turn political anger into viral satire

The CJP manifesto offers an unstructured opinion poll on what concerns young people most

Geopolitical tensions likely to weigh on near-term prospects of Concor

Concor's Q4 earnings missed estimates as geopolitical tensions and pricing pressure hurt margins, though freight corridor expansion and rising truck rates may aid recovery

Food delivery metrics improve for Swiggy even as QC remains under pressure

Swiggy's food-delivery business showed strong growth and improving margins, but quick commerce continues to face intense competition and profitability pressure

Hindalco Industries likely to gain from high aluminium, copper prices

Hindalco posts strong Q4FY26 earnings on Novelis recovery, but rising debt and elevated capex temper outlook

Eicher Motors gains momentum after better-than-expected Q4FY26 show

Eicher Motors reported better-than-expected Q4FY26 earnings, supported by robust Royal Enfield sales, strong VECV performance and export growth

Concerns over cigarette biz may cap gains in ITC despite FMCG growth

Given the likelihood of continuing consumer shifts to smuggled brands, the earnings pressure in cigarettes may offset growth in FMCG and Paper

Post Q4 beat, analysts upbeat on Grasim Industries' future outlook

Grasim Industries beat Street estimates in Q4FY26, aided by strong growth in paints, VSF and B2B businesses, with analysts remaining positive on prospects