Ram Prasad Sahu

Bajaj Group's centenary is less a celebration than a pivot into healthcare, electric mobility and the AI age

In the centenary year marking the inception of Bajaj Group as a business house in Mumbai, Chairman Shekhar Bajaj speaks about the journey and the road ahead for Bajaj Electricals

Titan and Kalyan Jewellers posted strong Q4 revenue growth driven by jewellery demand, though rising bullion sales and gold prices weighed on margins

Analysts remain positive on Hero MotoCorp's demand outlook and launches, but warn that commodity inflation and price hikes could pressure margins

Strong EV demand and a robust order book power Q4 beat, but valuations and global slowdown concerns keep brokerages cautious

Value fashion segment expected to do better driven by same-store sales growth and store additions

Small caps outperform the Nifty 50 amid a risk-on rally, but rising valuations and macro risks raise concerns over sustainability

Brokerages remain positive on Max Healthcare despite recent weakness, expecting growth revival in FY27 led by expansion, better occupancy, improved mix and strong margins

Maruti Suzuki shares rose after a strong Q4 performance, with analysts positive on domestic demand outlook despite near-term pressure on margins from higher costs.

Africa push, category expansion and pricing support drive estimate upgrades

Sun Pharma's Organon deal lifts stock, but growth concerns and high debt at the acquired firm may cap upside despite synergy potential

Weak O2C performance drives analysts to cut target price, earnings estimates even as valuation helps retain 'buy' ratings

Weak monsoon fears, West Asia turmoil, and rising costs cloud outlook

The stock gained 1.6 per cent on Friday after reporting its fourth quarter (Q4) numbers but slipped on Monday

Sector to outshine healthcare peers as higher volumes, steady realisations will boost revenue and profit, say analysts

Iran spillover drags growth; margins on edge

Strong same store sales and improving buyer growth helped jewellery majors post robust topline growth in the March quarter, signalling a recovery in demand

LPG supply disruptions and weak demand trends weigh on QSR stocks, raising concerns over earnings outlook and potential downgrades

Expansion plans, demand drivers to help boost revenue, say analysts; Apollo Hospitals top pick for most

The optimism expressed by brokerages could turn out to be true if West Asia war ends quickly, or if countries find a way to easily move cargo ships and oil tankers through Strait of Hormuz once again