The Compass

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

Hindalco posts strong Q4FY26 earnings on Novelis recovery, but rising debt and elevated capex temper outlook

Eicher Motors reported better-than-expected Q4FY26 earnings, supported by robust Royal Enfield sales, strong VECV performance and export growth

Given the likelihood of continuing consumer shifts to smuggled brands, the earnings pressure in cigarettes may offset growth in FMCG and Paper

Grasim Industries beat Street estimates in Q4FY26, aided by strong growth in paints, VSF and B2B businesses, with analysts remaining positive on prospects

IOC and HPCL reported robust March-quarter earnings, but rising crude prices, LPG under-recoveries and geopolitical risks continue to cloud the outlook for FY27

FY26 capex was Rs 39,900 crore while capitalisation stood at Rs 28,200 crore, beating guidance for capex of Rs 35,000 crore and capitalisation of Rs 25,000 crore

Analysts stay bullish on HAL despite weak Q4 as strong order pipeline supports outlook

EVs have a quarterly run rate of 24,000 units (Q4 volumes were 27,000 units). Management targets 10,000 units per month

Strong India and Africa growth partially offset weakness in North America as Cipla focuses on respiratory launches and regulatory filings

Dixon Technologies expects export growth, speciality EMS expansion and the proposed Vivo joint venture to support earnings amid margin pressures and weak demand

Strong domestic travel demand helped IHCL offset West Asia conflict impact, with Q4 revenue rising 14% and occupancy levels remaining robust

ABB reported strong order inflows in Q1CY26, but margins remained under pressure due to higher raw material costs, forex volatility and slower execution

Aerospace exports were strong, high-horsepower engines were stable, and the oil and gas segment was weak

Shree Cement reported robust Q4FY26 volume growth and improved realisations, but rising fuel, freight and packaging costs could pressure margins in FY27

L&T reported weaker-than-expected Q4 FY26 results and warned that disruptions linked to the Iran conflict could weigh on execution and growth in H1FY27