Asian Paints' revenue growth beat estimates in Q2FY27, but rising raw material costs, intense competition and volatile crude oil prices could weigh on margins and stock gains.
With projects worth ₹32,000 crore lined up for launch in H2 FY27, Godrej Properties is banking on timely execution and strong sustenance sales to meet its full-year bookings target.
Shriram Finance shares may remain under pressure as rising credit costs, monsoon-related stress and a weaker asset quality outlook offset strong Q2 earnings and NII growth.
Colgate's Q2 revenue rose 12.2 per cent, but higher advertising expenses and growing competition squeezed operating margins, prompting brokerages to cut earnings estimates
L&T Technology Services expects stronger growth in the second half of FY27, supported by large-deal ramp-ups, AI-led projects and operational efficiencies after a Q2 earnings beat
Sales rose 18 per cent year-on-year, while record exports, double-digit segment growth and cost savings helped offset pressure from commodity inflation
DLF's Q2 pre-sales beat estimates, but with just Rs 4,460 crore booked in H1FY27, timely launches in Mumbai and Gurugram will be crucial to meeting its annual guidance
Nestle posted 20% revenue growth and improved margins in Q2FY27, but concerns over slowing growth, input costs and premium valuations have prompted brokerages to cut target multiples
ICICI Prudential AMC posted 18% revenue growth in Q2FY27 on higher mutual fund yields, while net profit rose 6% and equity market share declined amid competition
At the bourses, IDBI Bank stock has been an underperformer and has slipped 13.4 per cent year-till-date (YTD) till October 14 as compared to the NSE 500 index that lost 7.8 per cent during this period
Sequential revenue growth of 2.3 per cent in constant currency beat estimates, while margins expanded 70 basis points; brokerages remain cautious on European auto demand
Healthy new deal wins and traction in its artificial intelligence (AI) business also lifted investor sentiment. The stock was the top gainer in both the Nifty 50 and the Sensex, closing at ₹1,321
Dabur's India business is expected to post double-digit revenue growth after 19 quarters, while strong international sales and price increases may help offset margin pressures
Strong box office collections, higher ticket prices and spending per head are set to lift PVR Inox's Q2 results, while broadcasters face weak advertising and margin pressures
Jefferies noted that Kalyan Jewellers is among India's largest organised jewellery retailers, with over 500 showrooms globally and 7 per cent share of the organised jewellery market.
