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
Proposed commission caps, tighter expense limits and restrictions on loan bundling could disrupt distribution channels and lead to volume declines in the short term
Voltas prioritises market share and absolute profit as high input costs weigh on margins, while betting on data centres and backward integration for growth
GAIL's strong Q1 performance, improving gas transmission volumes and petrochemical recovery point to a robust earnings outlook, while the proposed GAIL Gas listing could unlock additional value
Retail and SME momentum supports Tata Capital's 23-25 per cent growth guidance, though funding costs, high crude prices and proposed RBI rules remain key risks
The $1.35 billion all-cash acquisition will expand Solar Industries' global explosives footprint, strengthen supply chains and add exposure to new international markets
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
