Ram Prasad Sahu

Since 2007, the company has made investments of ₹4,900 crore across 135 startups across sectors

Analysts see opportunities from localisation and backward integration, but warn that intense competition, thin margins and execution risks could weigh on returns

The stock advanced 7% over the past month, outperforming the Nifty 50

At current price, company is trading at a steep 47 times its FY27 earnings

Record defence production and exports, coupled with strong order books and improving execution, are expected to support healthy growth for defence companies in FY27

Coforge aims to double revenue to $5 billion by FY30, banking on Encora integration, large deals and AI-led growth to sustain momentum

Brokerages see strategic benefits from HCL Tech's investment in Sarvam, though long-term returns will depend on the AI firm's ability to scale and execute effectively

The stock delivered higher returns than the benchmark Nifty Pharma over the past year

Kumiai Chemical's earnings revision highlights strong demand for pyroxasulfone, but concerns over generic competition and weak earnings growth keep analysts cautious on PI Industries

Krishna Kant & Ram Prasad Sahu delve into the earnings of the 10 biggest sectors in Q4FY26

PVC price swings, muted rural demand cloud near-term outlook

Analysts expect room rates to improve in the upcoming quarters as the impact of the West Asia crisis may normalise

Brokerages cut Bata India earnings estimates as weak margins and slow volume growth overshadow improving demand and revenue momentum

Strong domestic growth, an expanding specialty portfolio, acquisitions and a robust product pipeline are expected to support Zydus Lifesciences' performance in FY27

Strong demand, premium product mix and easing competition boosted paint makers' March-quarter performance, though the impact of price hikes on future volumes remains a key monitorable

Shares of Berger Paints India surged after strong Q4 earnings, with brokerages turning bullish on easing competition, double-digit growth prospects and improving margins in FY27

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