India Inc Earnings

Elara Capital said that steel demand remained resilient, supported by channel restocking ahead of expected price hikes.

Tech Mahindra shares jumped 5 per cent and emerged as the top Sensex gainer after the Q2 results. SBI Securities said that it expects Tech Mahindra stock to outperform the broader IT sector and peers.

The key issue is that high-growth mid/small-caps are stretched on valuation right now, while rest of the market appears relatively cheap, said Bharti AXA Life Insurance's CIO Rahul Bhuskute

Tech Mahindra's board will mull a dividend payout and a bonus issue along with the Q2 results announcement.

Nestle India could outperform peers, supported by strong brand franchises, resilient demand, efficient distribution networks and disciplined cost management, said brokerages.

There is a meaningful risk that inflation and input costs become bigger concerns in Q2 than they were in Q1, said Dhananjay Sinha of Systematix Group.

TCS Q2 results date, dividend announcement: TCS will declare its Q2 results on Oct 8. Besides, TCS could also recommend an interim dividend. TCS has set Oct 14 as the dividend record date

India Inc's sales surged over 22% in the June quarter, but salary growth stayed below 9%, raising concerns about muted wages amid AI adoption and cost pressures

Investors should not extrapolate this 20 per cent growth rate. By Q4, the base effect will kick in, and revenue growth could normalize back to single digits.

Despite a beat of this size, we have cut FY27 Nifty EPS by 0.4 per cent and raised FY28 by 0.3 per cent. A quarter this good produced no upgrade cycle.

Favourable base, stronger domestic activity, government capex and operating leverage were seen aiding the SMIDs' Q1 FY27 results.

Revenue growth at 17 per cent (excluding oil & gas, metals, and financials) reached a 12-quarter high, though this was offset by margin compression of 122 bps.

Analysts believe that such high topline growth may be sustainable in the forthcoming quarter as demand continues to be strong.

IT Q1FY27 review: As per MOFSL, revenue growth in Q1 was led by Tier-2 pack IT services companies. Tier-1 players grew 0.4 per cent Q-o-Q CC, while Tier-2 players outperformed with 1.8 per cent growth

Over a three-to-five-year horizon, Sachin Bajaj of Axis Max Life said that he favours businesses with hard-to-replicate assets, pricing power, credible management teams and strong governance.

With limited RoA levers left and a risk of credit costs normalising, we see limited room for further upside in PSU bank stocks, said Seshadri Sen of Emkay Global.

From a broader perspective, we continue to see value in areas like software where valuations remain reasonable relative to long-term growth potential, says Rajat Chandak.

Elevated crude prices against the backdrop of the West Asia crisis remained the key factor that roiled the OMCs' Q1 earnings performance.

Wipro Q1 results preview, interim dividend: Along with its Q1 results, Wipro's board may also recommend an interim dividend for shareholders, according to an exchange filing.

Reliance Industries, Hindalco Industries and ONGC are expected to lead the growth charts in revenue