Ram Prasad Sahu

Strong Q1FY27 revenue growth, improving rural demand and healthy international business support Dabur's outlook, but sustained revenue momentum remains crucial for a stock rerating

Brokerages expect Dixon Technologies and Amber Enterprises to benefit from the Centre's new electronics manufacturing incentives, though margin gains for Dixon may be lower than under PLI 1.0.

Healthy growth and margin gains contrast with rising cost pressures and weaker profitability

Robust bookings, steady execution contrast with conservative revenue guidance

The approval of Dixon Technologies' Vivo joint venture is expected to lift production volumes, while backward integration and export opportunities could support margins and earnings growth

Brokerages expect robust demand, premiumisation and price hikes to drive stronger volume growth and realisations for Page Industries in FY27, despite rich valuations

Robust consumption growth, improving office occupancy and healthy hotel performance in the June quarter have reinforced brokerages' positive outlook on The Phoenix Mills

Rally has found its wind, but sustained billings growth will keep it on course

Nykaa posted its fastest revenue growth in 13 quarters, led by strong fashion sales, but analysts believe sustained margin expansion will be the key driver for the stock

Broad-based demand and an overseas rebound lift Q1

Stock marginally outperformed the benchmarks over the past three months

Strong domestic travel, higher room rates and an expanding hotel portfolio are expected to drive IHCL's Q1FY27 performance and medium-term growth

The $1.4 billion stake sale in Adani Vizhinjam Port is expected to accelerate cargo volumes, support capacity expansion and strengthen APSEZ's long-term revenue and earnings growth, analysts say

Brokerages back Astral's demerger strategy but warn that rising competition, weaker PVC prices and execution risks could weigh on earnings in the near term

Maruti Suzuki rallies on strong PV demand, market share gains and easing supply woes, though analysts remain watchful of El Niño's impact on rural demand

High-dividend stocks offer steady income alongside capital appreciation, making them attractive as payout growth and valuations create fresh buying opportunities

Asahi tie-up, India growth, Africa expansion and new categories such as dairy, energy drinks and snacks are expected to diversify Varun Beverages' revenues and support long-term growth

While Tata Motors Commercial Vehicles is targeting higher market share and double-digit margins, concerns over Iveco integration and input costs may limit near-term upside

Aggressive store additions, category diversification and an expected recovery in like-for-like growth are expected to support Trent's long-term growth plans

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