Hitachi Energy's strong order inflows and execution support growth prospects, but margin pressure, weak cash flows and expensive valuations may limit further stock gains
Tata Power reports strong revenue growth in Q2 FY27 despite margin pressure, with rising power demand, renewable energy expansion and attractive valuations supporting its outlook
Blackstone-led capital infusion of ₹6,414 crore is expected to strengthen IIFL Finance's capital adequacy, ease funding constraints and support growth in its secured lending business
Elevated crude prices and attractive valuations could support ONGC shares, though declining production, delayed projects and rising exploration costs remain key concerns
Strong domestic volumes, improving European operations and capacity expansions support Tata Steel's earnings outlook, though UK losses and regulatory challenges remain concerns
Analysts remain positive on Titan after its Q2 earnings, citing resilient jewellery demand, improving watch and eyewear performance, and stronger festive prospects in Q3
A ₹2.2 trillion order book, GEC III, HVDC, intrastate transmission and storage projects underpin growth, though land acquisition and competitive bidding remain key risks
ITC's cigarette business may remain under pressure in H2FY27 despite strong growth in FMCG, paperboards and agri businesses, as higher taxes weigh on volumes and margins
Near-term earnings upgrades are being driven by the strong O2C business, but a recovery in retail growth and profitability remains crucial for Reliance Industries' stock performance
Trent's Q2FY27 revenue rose 22.5 per cent, while EBITDA grew 30 per cent. Improving margins, store expansion and festive demand may support earnings growth and stock gains
HUL's Q2 revenue rises 15% as volume growth improves, but higher raw material costs squeeze margins; analysts see potential for a recovery in the stock
JSW Steel plans to expand capacity to 78 million tonnes by FY32, backed by raw material integration, stronger volumes and internal cash flows, though coking coal costs remain a concern.
Tata Consumer Products reports 14% revenue growth and 16% profit growth in Q2FY27, with strong performance in growth businesses and expectations of margin expansion in the second half
Shriram Finance shares may remain under pressure as rising credit costs, monsoon-related stress and a weaker asset quality outlook offset strong Q2 earnings and NII growth.
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.
