Devangshu Datta

ICICI Prudential Life Insurance posts strong Q4 with margin expansion, but persistency pressures and channel weakness remain key risks

Rising crude prices and higher under-recoveries are weighing on OMCs, with revised windfall taxes offering limited relief as retail price hikes appear increasingly likely

AMC inflows remain strong despite a dip in AUM due to market correction, with steady SIP contributions and retail participation supporting long-term growth outlook

Muted power demand growth in FY26 may weigh on thermal players, though renewable energy and transmission expansion continue to offer long-term opportunities

Rising input costs, supply risks and subsidy pressures amid West Asia tensions could squeeze margins and impact fertiliser output and agricultural demand

Coal India's performance depends on higher e-auction volumes and demand recovery amid rising competition, elevated inventories and evolving power sector dynamics

GCPL's Q4FY26 update signals steady demand, broad-based growth and resilient margins, with cost pressures likely but manageable, supporting valuations in a volatile environment

Revenue growth driven by aggressive store additions, but rising costs, weak same-store sales, and quick commerce competition continue to weigh on margins

Hotel stocks may rebound as valuations correct and expansion plans support growth, despite near-term pressure from weak demand, geopolitical tensions and cancellations

Anthropic is unhappy about fully autonomous weapons, claiming frontier AI systems are simply not reliable enough at this instant to power fully autonomous weapons

Bharti Airtel may see upside from tariff hikes, data monetisation and Nxtra expansion, with lower capex aiding deleveraging despite recent stock correction

Robust Navy spending and export orders are driving strong visibility for listed shipbuilders, though risks remain from client concentration and supply chains

Rising defence spending, strong order books and policy push support outlook for domestic players, even as supply chain and execution risks persist

GCC supply disruptions and rising global prices boost outlook for Indian aluminium producers, with integrated players likely to benefit from tighter supply

Infosys' acquisitions of Optimum Healthcare IT and Stratus Global strengthen AI-led capabilities, while sector valuations remain below historical averages amid ongoing correction

Rising crude and gas prices are set to squeeze margins of paint companies, even as demand remains stable and firms announce staggered price hikes to offset costs

Sale of RCB stake to boost cash flows and support deleveraging, while premiumisation and policy shifts underpin steady growth outlook for United Spirits

Record-breaking sales of Royal Challengers Bengaluru and Rajasthan Royals highlight IPL's rapid growth, but raise questions on returns, valuation logic and motivations behind team ownership

Power Grid's strong capex pipeline and improved execution support growth outlook, but elevated valuations temper upside for the regulated utility

Petronet LNG (PLNG) gets 8.5 mmtpa of LNG from Qatar (50 per cent of its volume) and PLNG has issued a press release in response to QatarEnergy's notice of force majeure