Ram Prasad Sahu

Jubilant FoodWorks beats Q3FY26 expectations, but stock gains depend on sustained same-store sales growth and operating margin expansion

Despite muted Q3 performance, higher input costs and uncertainty over the Vivo joint venture, Dixon Technologies' valuation factors in multiple headwinds, with brokerages divided on outlook

Sustained margin expansion will shape the durability of its comeback

Strong Q3 results and relief from lower US reciprocal taxes lift Sun Pharma shares, prompting brokerages to upgrade earnings outlook and target prices

Strong Q3 performance and a steady pipeline of new launches are expected to support Sun Pharma's growth outlook, with brokerages upgrading the stock

In comparison, the central government revenue expenditure is budgeted to decline by 2.5 per cent Y-o-Y to Rs 22.29 trillion in FY27 from FY26 revised estimates (FY26RE) of Rs 22.76 trillion

A surprise STT hike in Budget FY27 triggered a sharp market sell-off, with banks and metals hit hard amid worries over borrowing, bond yields and financial conditions

CG Power shares surged nearly 10% as strong Q3 results, a robust ₹15,750-crore order book and EU market access boosted investor confidence

The category saw a reversal of fortune in 2025 amid a broadbased selloff. Krishna Kant & Ram Prasad Sahu analyse the ones to watch out for in 2026

The company's billings in Q3 for the Naukri or recruitment segment were up 11 per cent year-on-year but were lower than Street expectations

While some brokerages have cut their earnings estimates, they have a positive outlook in the medium term

Strong deal wins fail to calm near-term worries

Drag on consolidated performance by retail in Q3 was offset to an extent by O2C, telecom

A stalled index masked stock-level swings across sectors. Krishna Kant & Ram Prasad Sahu identify the biggest movers of 2025

RIL's Q3FY26 earnings may be a mixed bag, with weakness in the retail business likely to offset strong performance in Jio and refining-led gains in the O2C segment

The Chinese finance ministry has recently announced the removal of value-added tax (VAT) export rebates on suspension PVC (SPVC), which will be effective from April this year

Competitive pressure in quick commerce to intensify in 2026

The company reported a 17 per cent year-on-year (Y-o-Y) growth in sales for the quarter, which was below Street estimates

Intensifying competition and slower new-store openings are squeezing India's retail heavyweight

December quarter results for the sector are expected to be in similar lines to the September (Q2) quarter