The Compass

CG Power hits record highs on strong order inflows and capacity expansion, but rich valuations leave little room for execution misses

KOEL's push into high-horsepower engines, data centres and exports could support growth and help narrow its valuation discount to market leader Cummins India

Analysts remain positive on Nykaa's growth plans in beauty and fashion, but believe sustained margin expansion will be critical for further valuation rerating

JLR's weaker-than-expected FY27 guidance on revenue, margins and free cash flow is likely to weigh on Tata Motors Passenger Vehicles despite a strong domestic outlook

Domestic steel prices remain under pressure amid seasonal demand weakness, high inventory and rising iron ore and coking coal costs, weighing on near-term margins

A reopening of the Strait of Hormuz and recovery in West Asian energy supplies could improve margins for oil marketers, gas distributors and LNG importers

Analysts see the aluminium business as the most attractive near-term play among the newly listed Vedanta entities, aided by scale, low costs and favourable commodity trends

The partial reversal of royalty benefits and uncertainty over crude oil prices could weigh on earnings, though higher production and gas output remain supportive factors

Rising LNG costs and supply uncertainties are squeezing CGD margins, even as strong CNG demand helps sustain volume growth across key markets

Supply-chain disruptions, commodity inflation and project delays are likely to pressure margins and order flows, even as long-term demand drivers remain intact

A robust order pipeline and long-term power-sector expansion support BHEL's growth outlook, but sustained margin gains and timely execution remain critical

Improving asset quality and lower credit costs could support earnings growth, even as receivables expansion remains subdued and cost pressures persist

Road and infrastructure firms face weak execution and margin pressure, though strong order books offer hope for a recovery in FY27

Rising power demand, thermal generation growth and value unlocking at MCL could support Coal India, though margin pressures remain a near-term concern

While cement demand remains resilient and volumes are growing, rising input costs, capacity additions and geopolitical risks could weigh on profitability

Strong iron ore volumes and higher prices lifted NMDC's earnings, while expansion plans and coal mining projects underpin its FY27 growth outlook

FY26 revenue grew 18 per cent Y-o-Y to ₹12,140 crore. Gross margins, which contracted in Q4, were up 60 basis points Y-o-Y to 36.8 per cent in FY26

Strong order book, rising transmission investments and opportunities in renewables, data centres and HVDC projects underpin the company's long-term growth outlook

Concor's Q4 earnings missed estimates as geopolitical tensions and pricing pressure hurt margins, though freight corridor expansion and rising truck rates may aid recovery

Swiggy's food-delivery business showed strong growth and improving margins, but quick commerce continues to face intense competition and profitability pressure