Devangshu Datta

IndiGo's earlier positive outlook has been upended by the Iran conflict, with airspace closures, rising fuel costs and operational disruptions raising the risk of further valuation downgrades

Escalating tensions in West Asia threaten crude and LNG flows via the Strait of Hormuz, pushing prices sharply higher and lifting prospects for ONGC and Oil India even as OMCs face pressure

With nearly half its order book linked to the Middle East, L&T may see short-term disruptions from the Iran conflict, raising concerns over execution, exports and regional project pipelines

Hitachi Energy India's stock has jumped 54% in a month on strong Q3 results, robust order flows and rising margin visibility, though analysts warn high valuations could amplify downside risks

US plans steep countervailing duties on solar imports from India, prompting module makers to explore alternative markets and new supply chain strategies to mitigate the impact

NBFCs reported stronger Q3FY26 growth with margin expansion, lower credit costs and improved asset quality; a revival in infrastructure-linked activity could further support sector momentum into FY27

Strong Q4CY25 order inflow boosts outlook, but margin recovery and sustained execution pace remain key for ABB's re-rating

Slow road awards and execution delays weigh on infra firms in Q3FY26, though FY27 Budget capex push and toll growth offer medium-term support

Steel prices have rebounded and domestic demand is firm, while non-ferrous metals benefit from tight LME inventories and global supply issues, supporting a positive near-term view on metal stocks

While being especially blatant, the incident of the robodog ties in with the history of gold rushes and technological breakthroughs

Rising crude costs, reduced access to discounted Russian oil and heavy capex may pressure OMCs, though strong GRMs, demand growth and LPG subsidies support profits

ONGC's Q3 was weighed down by lower crude realisations, but improved gas realisations, rising new well gas share and upcoming projects may bolster medium-term production

Hindalco's Q3 met expectations but analysts flagged risks from rising capex, Novelis disruptions and higher working capital needs, which could pressure leverage over the next four years

Siemens Energy's December-quarter results show strong revenue and profit growth, a rising order book, and major capex plans across transmission and generation as demand momentum builds

HUL posts steady volume growth and stable margins; FY27 outlook hinges on demand revival, pricing trends and execution of new strategy

M&M posts steady Q3FY26 results with robust auto and tractor growth; EV push and commodity costs seen as key factors shaping margins ahead

Eicher Motors posts strong Q3FY26 growth led by Royal Enfield volumes, but sustaining margins may be challenging amid commodity inflation and capacity expansion

Muted volumes and a miss on realisations weighed on Shree Cement's operating performance in Q3 FY26, even as lower depreciation helped lift net profit year-on-year

With domestic demand strengthening and European prices firming after CBAM, Tata Steel appears past the worst of pricing pressures, with Q4FY26 expected to see sequential improvement

Q3 FY26 net premium income was Rs 1.3 trillion, up 18 per cent year on year