Ram Prasad Sahu

In the September quarter, the company's gross margins shrunk 104 basis points year-on-year to 42.8 per cent on account of an adverse product mix and inter-state transfer

Emkay Research points out that GST cuts have boosted consumer sentiment, and growth benefits are likely to be visible going ahead

Strong consumption growth, improving occupancies and a healthy pipeline of new assets are supporting Phoenix Mills' stock, prompting brokerages to upgrade earnings estimates

Lower capex, customer upgradation among the major drivers for the stock

Based on global chemical firms' outlook, analysts expect SRF to continue to benefit from strong volume-led recovery in agrochem globally, resilient R32 demand & modest demand growth outlook

Mutual funds redirect record inflows to fuel IPO boom, hitting 25-year high in new listings while selling bank and pharma stocks

Operational disruptions, higher pilot costs and softer yields hit sentiment

Brokerages say Biocon's move to fully acquire Biocon Biologics simplifies structure and unlocks value, but near-term stock pressure likely due to dilution and fundraising

$1.59 billion in contracts fires revenue boosters; margin gains provide sustained lift

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