Devangshu Datta

L&T reported weaker-than-expected Q4 FY26 results and warned that disruptions linked to the Iran conflict could weigh on execution and growth in H1FY27

BHEL's strong Q4FY26 performance and robust order book are offset by concerns over valuations, execution challenges, and sustainability of margin gains

HUL beats estimates on cost control and strong volume growth, but margin pressures from rising input costs may trigger further price hikes ahead

New technology goes mainstream and translates into huge improvements in human development indicators

Strong Q4FY26 performance and capital infusion boost outlook for Shriram Finance, with steady margins and loan growth expected despite asset quality concerns

Strong growth, improving asset quality, and falling credit costs keep analysts bullish on Bajaj Finance despite selective portfolio pruning and macro risks

Eternal reported modest Q4 growth but strong guidance, with execution on Blinkit expansion and margins seen as crucial for sustaining stock performance

Strong Q4 performance, rising margins and aggressive capacity expansion plans position UltraTech Cement to sustain growth, aided by robust demand outlook and cost discipline

Axis Bank's Q4 performance reflects strong loan growth and improving asset quality, but elevated provisions and weak non-interest income continue to weigh on profitability

Trent reports 20% Q4 revenue growth as like-for-like sales recover, margins expand, and store additions drive performance amid cautious consumer sentiment

Life insurers recorded robust premium growth in FY26, but FY27 outlook remains mixed amid geopolitical risks, GST impact and evolving product mix dynamics

Nestle India reported strong Q4 growth, but rising raw material costs, sustained ad spends and high valuations may limit upside despite volume-led gains

ABB India shows steady growth and strong order book across sectors, but margin pressures and elevated valuations leave little room for earnings disappointments

Robust order pipeline and improving execution position BHEL for strong revenue growth, though rising input costs and geopolitical risks may weigh on margins

There are no easy solutions to the conundrum. The US system favours small Alaska over Texas. The former has a fraction of Texas's population, but both have the same number of Senators

Stable margins and deal wins offer support, but weak guidance, BFSI slowdown and slow deal conversion weigh on near-term outlook

ICICI Lombard General Insurance posts steady Q4FY26 with improved combined ratio and strong premium growth, but weak investment income drags profit below estimates

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