Ram Prasad Sahu

Building materials companies logged mid single-digit Q2FY26 growth amid monsoon disruption, weak retail demand. Brokerages remain split on an H2 rebound as pricing, PVC and competition stay in focus

Complex generics and better mix fuel recovery cycle

Strong order books keep automakers driving past slowdown fears

Demand has, however, picked up towards the end of the quarter and continued in the post festive period as well

Antique Stock Broking has maintained a hold rating, given that a sustained improvement in large-deal wins is key to delivering FY27 growth acceleration

Outlook for listed consumer durable majors may stay muted

Renovations easing and wedding-heavy months ahead may help close the gap left by a soft start

Stock is trading at 52 times its FY27 earnings estimates

After a muted first half, the hotel major expects double-digit RevPar and revenue growth driven by renovations, room additions and peak-season demand

Despite demand challenges and export headwinds, analysts say Bharat Forge's diversified revenue base, strong defence order pipeline

Max Healthcare posted healthy Q2 performance on strong patient volumes and ARPOB, with brownfield expansion

The stock currently trading 20x its FY27 earnings estimates

A smarter load mix and tightened cost base give it a cleaner, more controlled run than its biggest rival

Samvardhana Motherson delivered stronger-than-expected operating performance in Q2, prompting brokerages to raise estimates as higher content per vehicle

Recruitment gains in non-tech, real estate, matrimony cushion impact of weak tech hiring

Brokerages have mixed views on telco's operational performance

Despite strong custom synthesis growth and better-than-expected quarterly results, analysts caution that high valuations could restrict near-term gains for Divi's Laboratories

Led by the India business and rest-of-the-world markets, the company reported a robust 14.3 per cent year-on-year (Y-o-Y) growth in revenues

Birla Opus' early gloss fades, giving seasoned players room to repaint the market as disruption fears dry out and demand colours back in

Brokerages bullish on stock amid easing leverage situation