Brokerages have raised Bosch's FY27 earnings estimates by 3-11 per cent after a strong June quarter, while the stock has rallied 17.7 per cent over the past month
Strong volume growth in Europe and India is expected to support Balkrishna Industries, while calibrated price increases could help margins recover gradually
The move opens a larger addressable market but analysts see state-level regulatory complexity, limited distribution synergies and weak near-term earnings contribution
FMCG major targets double-digit revenue growth and gradual margin expansion in FY27, but commodity inflation, monsoon risks and uneven demand recovery remain concerns
The all-stock merger will add seven hotels with 825 keys to IHCL's portfolio, simplify the group structure and strengthen its presence across South India
Page Industries has retained its double-digit volume growth guidance for FY27, but elevated raw material costs and premium valuations could limit near-term gains
Crompton targets 13-14% annual revenue growth over FY26-29 and aims to double revenue by FY31, aided by premiumisation, new categories and expansion of adjacencies
Brokerages expect strong near-term growth on traction in innovative products and new launches, though some see limited upside after the stock's recent outperformance
Improving Domino's India demand, strong growth at Popeyes and better execution are expected to support revenue growth and margin recovery in the September quarter
Ashok Leyland expects robust volume growth in the near term and margin recovery from Q3FY27, aided by price hikes, cost controls, replacement demand and market-share gains
Strong revenue growth and lower fixed-cost inflation aided the June quarter, but higher VAM prices are expected to push operating margins towards the guided 20-24 per cent range
Strong domestic volume growth and new launches support Tata Motors PV's outlook, but raw material inflation and headwinds at JLR could keep near-term margins under pressure
Though margins were hit in Q1, the company expects its key segments of express parcel and part-truckload, or PTL, to post margins in the 16-18 per cent range over the next two years.
Brokerages expect growth to strengthen in the second half of FY27, supported by defence order execution, recovery in Class-8 truck demand and domestic CV momentum
Titan's robust June-quarter performance and growth outlook have prompted earnings upgrades, with jewellery demand, market-share gains and execution supporting prospects
