Ram Prasad Sahu

Dabur's India business is expected to post double-digit revenue growth after 19 quarters, while strong international sales and price increases may help offset margin pressures

Divi's Laboratories remains the top pick for most brokerages in this segment, even as valuations turn rich after the sharp rally

Strong box office collections, higher ticket prices and spending per head are set to lift PVR Inox's Q2 results, while broadcasters face weak advertising and margin pressures

Brokerages expect weak Q2FY27 earnings for agrichem firms as deficient rainfall, subdued demand and elevated input costs squeeze margins, prompting earnings downgrades

Festival shift weighs on sales; better mix supports margins

GCPL expects high-teens revenue growth and double-digit Ebitda growth in Q2FY27, but commodity inflation and higher investments could keep margins under pressure

Revenue growth improved in Q2FY27, but inconsistent same-store sales, rising quick-commerce competition and premium valuations remain key concerns for DMart

Strong domestic formulations, chronic therapies, new US launches and a complex-product pipeline have supported the rally, though valuations now stand above historical averages

Just about 38% of BSE 500 stocks have delivered positive returns in the past year

Brokerages see growth improving as Vodafone Idea steps up network spending and Indus Towers expands into Africa, with higher dividends expected from FY27 onwards

Strong FY27 growth guidance, revival in the project segment and brownfield expansions are positives, while competition from Morbi players remains a key downside risk

Lerodalcibep licensing deal, growth in the US portfolio and tariff relief offer triggers, while the proposed Organon acquisition could broaden its global reach

Dealer destocking, muted premium demand, rising crude-linked costs and sustained competitive intensity could keep near-term volume growth under pressure

The ₹168 crore acquisition of a 70 per cent stake in SN Genelab is expected to strengthen Dr Lal's genomics expertise and broaden its advanced diagnostics portfolio

Double-digit same-store sales growth, expansion plans and margin gains offer support, while promoter stake sales and competitive pressures remain key overhangs

Volume recovery, port capacity expansion and diversification into logistics and marine services could support growth, stock trades at around 23 times FY28 earning

Respiratory launches, CDMO expansion and strong US and European businesses are key growth drivers; the stock trades at just under 16 times estimated FY28 earnings

Brokerages expect diagnostic majors to sustain volume growth through FY27, aided by robust demand and stable pricing, though the recent stock rally may cap upside

A strong Q1 and higher FY27 guidance improve outlook

To rectify the situation, the company has devised a medium term plan of achieving double-digit revenue growth.