Stock Analysis

In the two sessions, post announcement of its Q1 results on Saturday (July 18), HDFC Bank shares have lost nearly 7 per cent. The sharp decline has erased around ₹80,000 crore from its market cap.

Havells posted robust Q1 revenue growth led by cable and wires, but higher input and advertising costs squeezed margins, with recovery expected from the September quarter

Digital Services is likely to remain the biggest growth driver, contributing ~85 per cent to RIL's incremental consolidated EBITDA over FY26-28, wrote analysts at Motilal Oswal in a post results note.

Reliance Industries beat Q1 expectations as O2C and Jio powered earnings growth, but retail margins remained under pressure amid digital commerce investments

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

TCS reported a 4.61 per cent Y-o-Y increase in its net profit to ₹13,349 crore for Q1 FY27. Its revenue jumped by 13.9 per cent Y-o-Y to ₹72,275 crore.

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

Over the past four trading sessions, MCX shares have declined nearly 10 per cent, while BSE has fallen around 8 per cent over the same period.

Broad-based demand and an overseas rebound lift Q1

Stock marginally outperformed the benchmarks over the past three months

Bernstein said that while Zudio has dominated Trent's growth narrative over 5 years, Westside still accounts for about 40 per cent of the company's retail area and revenue.

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