Tanmay Tiwary

Nomura, which has a 'Buy' rating on Tata Motors with a target price of ₹547, sees clear signs of a CV upcycle gathering momentum, driven by improving industry fundamentals.

GRSE share price today: GRSE shares advanced following a strong Q3FY26 performance. Total income rose 46 per cent year-on-year (Y-o-Y) to ₹1,958 crore in Q3FY26 from ₹1,343 crore in Q3FY25.

The stock fell to an intraday low of ₹702.40 per share before paring some losses. Around 11 AM, Vedanta was trading 6.93 per cent lower at ₹713, underperforming the broader market.

Emkay Global described Dixon's Q3 as 'soft', with revenue growth limited to 2% Y-o-Y, largely due to a 5% annual decline and a sharp 30% sequential fall in the mobile phone business.

Voltas posted largely in-line revenue for Q3, but better-than-expected profitability, particularly in its UCP segment, prompted a reassessment of near-term margin trends among analysts.

Nomura noted that adjusted Ebit margin came in at 8.9 per cent, well below its estimate of 9.9 per cent, with ASPs falling 2.3 per cent quarter-on-quarter (Q-o-Q) to around ₹7.12 lakh.

Emkay Global Financial Services highlighted that while overall CIF and assets under management (AUM) growth remained soft, mirroring broader industry trends, spending momentum was robust.

S&P Global Market Intelligence data compiled on January 21 shows that three Indian banks account for a major share of regional upside potential, even as several peers trade closer to fair value.

While most analysts accept that Vodafone Idea needs to spend heavily to stay relevant, few are willing to fully buy into management's projections.

TVS Motor reported a robust 37 per cent year-on-year (Y-o-Y) rise in revenue in the December quarter, supported by healthy volume growth and steady realisations.

Bajaj Auto Q3 Preview: The two wheeler giant is likely to announce it December quarter (Q3FY26) results on Friday, January 30, 2026.

Vedanta Q3 Preview: Analysts see robust performance from the aluminium, zinc and power segments, which is likely to offset weakness in the oil and gas business

Asian Paints share price today: Asian Paints shares slid sharply, falling 6.62 per cent to an intraday low of ₹2,451 on the BSE, making it the top loser on the Sensex.

Marico reported consolidated revenue growth of about 27 per cent year-on-year (Y-o-Y) in Q3FY26, broadly in line with expectations.

Tata Motors Q3 Preview: Nomura notes that MHCV volumes rose 24 per cent Y-o-Y, leading to a similar 24 per cent increase in revenues on both a Y-o-Y and Q-o-Q basis.

Axis Bank shares rallied to a 52-week high post December quarter results. At 11:25 AM, the stock was trading 5.55 per cent higher at ₹1,330 per share, emerging as the top gainer on the BSE Sensex.

On the bourses JSW Steel share price rallied up to 4.01 per cent to an intraday high of ₹1,216.30 per share, nearing its 52-week high of ₹1,223.75.

Maruti Suzuki Q3 preview: The company is expected to report its Q3 earnings on Wednesday, January 28, 2026.

TVS Motor Q3 preview: Axis Securities expects TVS Motor's revenue to rise ~34 per cent Y-o-Y, led by a 27 per cent increase in volumes.

Margins were a key positive surprise, analysts said. Gross margin expanded sharply to 46.5 per cent, aided by stable ENA and grain prices and a richer product mix.