Devangshu Datta

Monsoon disruptions, higher input costs and geopolitical tensions weigh on infrastructure firms' Q2FY27 performance, though strong order books provide revenue visibility

Cement demand is likely to improve, but higher fuel, packaging and logistics costs could weigh on margins and delay earnings upgrades until the fourth quarter of FY27

Order inflows for major capital goods firms excluding L&T may fall 10 per cent Y-o-Y in Q2FY27, while higher commodity prices are likely to squeeze margins

Blinkit and food delivery players may post strong growth, while Instamart losses could widen; Meesho and PhysicsWallah are expected to show margin improvement

If Anthropic gets the target valuation it wants, Anthropic and SpaceX together will be worth almost as much as the entire South Korean stock market

Low inventories, stronger seasonal demand and firm prices could support steel makers, though raw material costs and domestic supply-demand trends remain key monitorables

The ₹1.86 trillion scheme could benefit transmission, renewable energy and battery firms, but its implementation will depend on state utilities and their ability to scale up

Improving subscriber trends and ARPU offer some comfort, but Vodafone Idea still needs substantial funding to finance its ₹45,000 crore capex plan and meet obligations

IndiGo's market dominance, fleet expansion and international growth offer long-term upside, but elevated fuel costs continue to weigh on margins

Analysts remain positive on Petronet LNG, citing Kochi growth, new revenue streams and project execution despite high spot LNG prices and geopolitical risks ahead.

Meesho's asset-light value-commerce model, Valmo logistics network and growth potential are strengths, but rising competition and premium valuations pose risks

Proposed commission caps, tighter expense limits and restrictions on loan bundling could disrupt distribution channels and lead to volume declines in the short term

Voltas prioritises market share and absolute profit as high input costs weigh on margins, while betting on data centres and backward integration for growth

GAIL's strong Q1 performance, improving gas transmission volumes and petrochemical recovery point to a robust earnings outlook, while the proposed GAIL Gas listing could unlock additional value

Retail and SME momentum supports Tata Capital's 23-25 per cent growth guidance, though funding costs, high crude prices and proposed RBI rules remain key risks

India is a functional duopoly when it comes to food delivery though there are challengers to Eternal (Zomato) and Swiggy

AI will change the way mathematics is done, and there will be a lot of bad blood before it happens

Global supply disruptions and low inventories have triggered a rise in prices by 30-40 per cent across April-Aug 26

The framework excludes UPI-linked CC payments, and is expected to affect only 4 per cent of merchant transaction volume.

The $1.35 billion all-cash acquisition will expand Solar Industries' global explosives footprint, strengthen supply chains and add exposure to new international markets