Devangshu Datta

From cartoons and songs to viral memes, ridicule can become a potent political weapon, damaging reputations in ways that carefully crafted campaigns often cannot

Strong order pipelines and comfortable balance sheets offer support, but project delays, commodity inflation and higher input costs continue to weigh on execution and margins

New policy offers additional low-cost APM gas for incremental billed domestic PNG connections, potentially cutting the payback period on PNG-related capex from 10 years to three

Elevated crude prices amid West Asia tensions could boost ONGC and Oil India earnings, with the latter offering greater upside on stronger production growth

Colgate is prioritising premiumisation and volume growth, but higher advertising and promotional spending could moderate operating margins as it steps up brand investments

Voltas grew RAC volumes 45 per cent Y-o-Y and increased market share, but low margins remain a concern as analysts cut earnings estimates and await margin expansion

Siemens' Q1FY27 revenue met estimates, but commodity inflation, currency fluctuations and elevated input costs weighed on margins and profitability across segments

TMCV is set for double-digit revenue and profit growth in FY27, backed by strong demand, market share gains, exports and improving cash generation

Sudhir Sitapati's sudden exit has raised concerns over execution and strategy, though GCPL has retained its guidance and appointed internal executives to key roles

Recruitment billings rose 17.5 per cent year-on-year, while 99acres moved close to breakeven as competitive intensity eased and billings grew 16.5 per cent

Hitachi Energy's order inflows, excluding HVDC, rose 26 per cent Y-o-Y to Rs 5,100 crore, while its order book increased 11 per cent to Rs 32,200 crore in Q1FY27

LIC's value of new business rose 61.3 per cent in the June quarter as a shift towards higher-margin non-participating products supported a sharp margin expansion

Flaws in US vaccine policy could make it impossible to leverage technology in optimal ways to advance medical science

Higher crude realisations lifted ONGC's Q1 earnings above estimates, but sustained oil and gas production growth remains the key catalyst for any meaningful stock rerating

Nykaa's Q1FY27 results show accelerating growth, improving margins, and a strong turnaround in its fashion business, driven by premiumisation, AI-led efficiencies, and retail expansion

Eternal leads on market share, profitability and scale, but Swiggy's faster Ebitda growth, improving retention and product innovation could support a valuation re-rating

India volumes are set to recover as maintenance ends, while improving UK and European operations and a richer value-added product mix could support earnings and valuations.

Strong loan growth, improving asset quality and AI-led efficiencies support Bajaj Finance's outlook, though much of the expected growth appears reflected in valuations

Strong Q1 margins benefited from inventory gains, but rising raw material costs and elevated crude prices could weigh on profitability in the coming quarters

Strong order book and healthy guidance support outlook, but sustained easing of geopolitical tensions in West Asia remains key to stronger execution and margin gains