The Compass

Muted volumes, realisation miss weigh on Shree Cement in Q3 FY26

Muted volumes and a miss on realisations weighed on Shree Cement's operating performance in Q3 FY26, even as lower depreciation helped lift net profit year-on-year

Updated On: 10 Feb 2026 | 8:46 PM IST

Pricing gains ahead for Tata Steel as demand improves in India and Europe

With domestic demand strengthening and European prices firming after CBAM, Tata Steel appears past the worst of pricing pressures, with Q4FY26 expected to see sequential improvement

Updated On: 09 Feb 2026 | 10:23 PM IST

Improving near-term prospects suggest more gains ahead for LIC stock

Q3 FY26 net premium income was Rs 1.3 trillion, up 18 per cent year on year

Updated On: 06 Feb 2026 | 11:26 PM IST

Growth woes seem to be priced in, analysts see upside in Trent stock

Slower growth and weak LFL numbers appear priced in for Trent, with margin expansion and store additions prompting analysts to see upside in the stock

Updated On: 05 Feb 2026 | 11:15 PM IST

Domestic demand and higher volumes to keep growth strong for NMDC

Improved production, steady pricing and rising domestic demand support outlook, though margins and execution risks remain

Updated On: 04 Feb 2026 | 11:27 PM IST

Nestle's mid-teen profit growth depends on stable demand, lower costs

Domestic volumes surged and exports grew sharply in Q3FY26, aided by GST reforms, though higher raw material costs weighed on margins, with management prioritising growth over profitability

Updated On: 03 Feb 2026 | 10:40 PM IST

Budget 2026-27 boost, price hikes to support India's cement sector

The Budget allocation is up about 9 per cent in nominal terms and, given grant-in-aid, it would push effective capex for FY27 to Rs 17.1 trillion

Updated On: 02 Feb 2026 | 11:05 PM IST

Budget 2026-27: Higher borrowing plan, STT move hit market sentiment

A surprise STT hike in Budget FY27 triggered a sharp market sell-off, with banks and metals hit hard amid worries over borrowing, bond yields and financial conditions

Updated On: 01 Feb 2026 | 10:22 PM IST

Price volatility may cap the gains for Vedanta despite strong Q3

Despite strong Q3 earnings, improving margins and progress on demerger plans, volatile global commodity prices and high capex could restrain Vedanta's upside

Updated On: 30 Jan 2026 | 11:31 PM IST

Street gives thumbs up to L&T's Q3FY26, bullish on future prospects

L&T's Q3FY26 results show double-digit growth in P&M and services, strong margin expansion and a record order book, with overseas markets driving momentum

Updated On: 29 Jan 2026 | 11:45 PM IST

Slow demand recovery weighs on Asian Paints despite margin resilience

Asian Paints' Q3FY26 performance highlighted resilient margins and easing input costs, but slower-than-expected demand recovery and muted volume growth have raised concerns among investors and analyst

Updated On: 28 Jan 2026 | 11:37 PM IST

Earnings headwinds persist for JSW Energy after weak Q3 performance

The thermal portfolio has rising contracted offtake, with long-term power purchase agreements (PPAs) accounting for 82 per cent of total power sales and volumes up 63 per cent Y-o-Y

Updated On: 27 Jan 2026 | 11:06 PM IST

Higher volumes, lower costs positive for UltraTech Cement stock

Market leader UltraTech Cement's Q3FY26 results beat consensus. Consolidated operating profit grew 35 per cent Y-o-Y to Rs 3,920 crore

Updated On: 26 Jan 2026 | 10:38 PM IST

Project completions to drive earnings growth for Hindustan Petroleum

HPCL's earnings growth is set to accelerate as major projects like Vizag RUF come on stream, capex intensity falls, and operating efficiencies improve despite near-term risks

Updated On: 23 Jan 2026 | 10:37 PM IST

Competitive challenges likely to keep Eternal stock under pressure

Eternal reported Q3 FY26 net revenue of Rs 16,300 crore, up 20.7 per cent quarter on quarter and ahead of consensus estimates

Updated On: 22 Jan 2026 | 11:28 PM IST

Lack of valuation comfort in Persistent Systems despite strong growth

In 9MFY26, in rupee terms, PSYS's revenue grew 23 per cent, adjusted operating profit grew 39 per cent and adjusted net profit grew 40 per cent Y-o-Y

Updated On: 21 Jan 2026 | 11:11 PM IST

More gains for Hindustan Zinc depend on volume, LME price trajectory

Mined metal production for Q3 was 270 kilotonnes (kt) (247 kt in Q2), up 9 per cent quarter-on-quarter

Updated On: 20 Jan 2026 | 10:58 PM IST

Leadership continuity positive for ICICI Bank as provisions weigh on profit

Reversal of provisioning is also expected to support the stock going ahead

Updated On: 19 Jan 2026 | 9:07 PM IST

Strong Q3 performance, growth prospects to drive gains for HDFC AMC

Total assets under management (AUM) growth was 5 per cent, with 6 per cent growth in equity AUM and flat yields

Updated On: 16 Jan 2026 | 11:07 PM IST

Geopolitical turmoil, weak rupee cloud oil and gas sector outlook

Geopolitics, rupee weakness and volatile gas prices are clouding India's oil and gas outlook, even as low crude offers temporary relief to OMCs and CGD firms

Updated On: 15 Jan 2026 | 6:18 PM IST