Eternal plans to accelerate Blinkit's store rollout to 3,500 outlets by FY27-end, backed by strong order growth, while stable food delivery margins and AI bets shape its outlook.
Demand is expected to pick up from mid-November, after the festival season. Urban housing, infrastructure and private-sector capex are likely to remain key growth drivers
LTM's Middle East exposure weighed on Q2FY27 revenue growth, while rising AI-led deals and improving BFSI demand offer prospects for recovery despite margin and forex pressures.
Bhel's Q2FY27 profit surged 119 per cent year-on-year as revenue growth and margin gains beat estimates, while a Rs 2.6 trillion order book supports future growth prospects
ICICI Prudential AMC posted 18% revenue growth in Q2FY27 on higher mutual fund yields, while net profit rose 6% and equity market share declined amid competition
Prestige Estates' Q2 pre-sales rose 20 per cent to Rs 7,225 crore, while its planned FY27 launch pipeline of Rs 57,000 crore and annuity portfolio support brokerages' outlook.
NBFCs are expected to sustain credit growth and earnings momentum in H2FY27, but rising funding costs, geopolitical uncertainty and erratic monsoons make asset quality a key monitorable
Cement demand is likely to improve, but higher fuel, packaging and logistics costs could weigh on margins and delay earnings upgrades until the fourth quarter of FY27
Order inflows for major capital goods firms excluding L&T may fall 10 per cent Y-o-Y in Q2FY27, while higher commodity prices are likely to squeeze margins
Blinkit and food delivery players may post strong growth, while Instamart losses could widen; Meesho and PhysicsWallah are expected to show margin improvement
Low inventories, stronger seasonal demand and firm prices could support steel makers, though raw material costs and domestic supply-demand trends remain key monitorables
Brokerages see growth improving as Vodafone Idea steps up network spending and Indus Towers expands into Africa, with higher dividends expected from FY27 onwards
Improving subscriber trends and ARPU offer some comfort, but Vodafone Idea still needs substantial funding to finance its ₹45,000 crore capex plan and meet obligations
Analysts remain positive on Petronet LNG, citing Kochi growth, new revenue streams and project execution despite high spot LNG prices and geopolitical risks ahead.
Meesho's asset-light value-commerce model, Valmo logistics network and growth potential are strengths, but rising competition and premium valuations pose risks
