Ram Prasad Sahu

Titan's robust June-quarter performance and growth outlook have prompted earnings upgrades, with jewellery demand, market-share gains and execution supporting prospects

But near-term margin pressurea major concern, analysts reckon

Samvardhana Motherson shares climbed over 9% after reporting strong June quarter earnings, with brokerages raising target prices on robust growth prospects

Strong ARPU growth, subscriber additions and a robust Africa business support Airtel's outlook, while brokerages expect premiumisation and tariff hikes to drive earnings

DLF's Q1 presales slumped due to no launches, but a ₹60,000-crore-plus project pipeline and strong cash position keep analysts positive on the stock

Revenue and operating profit rose for the seventh straight quarter, but investors remain focused on management changes, volume recovery, Advanta listing and restructuring.

Strong custom synthesis growth, peptide opportunities and higher earnings estimates support Divi's outlook, but elevated valuations could restrict further stock upside

Capacity additions and healthy demand should fuel volume growth even as cost pressures weigh on margins

Brokerages remain positive on Mahindra & Mahindra as robust SUV demand, market share gains and capacity expansion offset near-term pressure on operating margins

Capacity rampup and product launches should help sustain growth despite a higher base

HUL shares recover as investors focus on stronger FY27 growth outlook, steady margins and improving demand despite commodity cost pressures

Despite weaker operational performance and lower order inflows in Q1, BEL remains confident of meeting FY27 guidance on sales, margins and fresh orders

Tata Consumer posts strong Q1 growth, led by India business and high-growth brands, with brokerages upbeat on sustained double-digit revenue growth and margin expansion

Policy changes weigh on popular segment, but Street stays positive on demand recovery and improving mix

Higher fuel and leasing costs pushed IndiGo into a Q1 loss, but brokerages remain positive on the airline's long-term growth driven by strong demand and international expansion

North America weakness, lower margins, uncertainty over key launches weigh on earnings outlook

Healthy domestic travel demand, rising occupancies and higher room rates are expected to support Indian Hotels' revenue growth despite weakness in international operations

Havells posted robust Q1 revenue growth led by cable and wires, but higher input and advertising costs squeezed margins, with recovery expected from the September quarter

Reliance Industries beat Q1 expectations as O2C and Jio powered earnings growth, but retail margins remained under pressure amid digital commerce investments

Strong Q1FY27 revenue growth, improving rural demand and healthy international business support Dabur's outlook, but sustained revenue momentum remains crucial for a stock rerating