Rising electric two-wheeler adoption, capacity expansion and a mass-market platform could drive Ather's growth, but competition and supply risks remain
HDFC AMC is betting on wider distribution, new products and alternative investments to drive AUM growth, even as higher costs and margin pressure weigh on performance
OMCs are likely to report sequential improvement in Q2FY27 on stronger refining margins and lower LPG under-recoveries, but H2FY27 faces significant downside risks
Rising defence orders and policy support point to strong growth for domestic manufacturers, but supply-chain gaps, lumpy spending and execution remain key risks.
L-1 status for the Barmer II-South Kalamb HVDC order could lift the company's order inflow to around Rs 23,100 crore, nearly four times its FY26 revenue
NMDC targets 60 MT of iron ore production in FY27 and plans to start commercial thermal coal output as it diversifies into coal, critical minerals and rare earth elements
UltraTech's Ultravolt enters a growing wires and cables market with significant capacity, as investors track demand, pricing, margins and competitive intensity
Higher fuel, freight and packaging costs could keep profitability under pressure, while cement demand is expected to regain momentum in the second half of FY27
Utilities are expanding renewable, hydro and storage capacity as power demand rises, but project execution, regulatory uncertainty and valuations remain key
Strong private capex and government spending support the outlook, while commodity costs, West Asia disruptions and stretched valuations remain key monitorables
Strong AUM growth and steady credit demand support the outlook, though higher borrowing costs, competitive intensity and potential rate increases could weigh on margins
Steelmakers expect strong domestic demand and volume recovery to support growth, while softer input costs and downstream investments could aid margins in H2FY27
Better asset quality and lower delinquencies are expected to support earnings, though slowing card spending, higher funding costs and limited margin expansion remain risks
The €320 million acquisition could pressure near-term margins due to MHP's onsite-heavy model, but offers TCS cross-selling opportunities and a stronger European presence
The new mobile manufacturing scheme rewards incremental sales, localisation and domestic R&D, potentially supporting Dixon's exports and smartphone volumes
Strong order pipelines and comfortable balance sheets offer support, but project delays, commodity inflation and higher input costs continue to weigh on execution and margins
New policy offers additional low-cost APM gas for incremental billed domestic PNG connections, potentially cutting the payback period on PNG-related capex from 10 years to three
Elevated crude prices amid West Asia tensions could boost ONGC and Oil India earnings, with the latter offering greater upside on stronger production growth
Colgate is prioritising premiumisation and volume growth, but higher advertising and promotional spending could moderate operating margins as it steps up brand investments
