Devangshu Datta

Better execution, margin gains positive for Bhel despite valuation concerns

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

Of bots, watts, and water

Growing opposition to data centres in the US and Europe could create opportunities for India, but high power and water consumption, limited job creation and local resistance pose significant risks.

Higher mutual fund yields lift ICICI Prudential AMC's Q2FY27 earnings

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

Earnings upgrades for Info Edge hinge on profitability gains at 99acres

Billings by 99acres, Info Edge's real estate bookings website, grew 21.2 per cent Y-o-Y in Q2FY27, compared with 16.5 per cent Y-o-Y in Q1FY27

DMart's margin recovery may take time amid rising costs, store expansion

Despite strong revenue growth and improving same-store sales, DMart faces margin pressure from rising costs, store expansion and competition, delaying profitability gains

Asset quality remains key monitorable for NBFCs in second half of FY27

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

Weak execution, order momentum for infrastructure firms in Q2FY27

Monsoon disruptions, higher input costs and geopolitical tensions weigh on infrastructure firms' Q2FY27 performance, though strong order books provide revenue visibility

The deep mind of Demis Hassabis

Written after hundreds of hours of conversations with the DeepMind founder and his associates over three years, this could well be a definitive account of AI

Rising fuel costs, margin fears put cement stocks on a weak foundation

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

Soft Q2 order inflows, commodity inflation weigh on capital goods firms

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

Consumer internet majors set for robust revenue growth in Q2 FY27

Blinkit and food delivery players may post strong growth, while Instamart losses could widen; Meesho and PhysicsWallah are expected to show margin improvement

The familiar 'this time is different'

If Anthropic gets the target valuation it wants, Anthropic and SpaceX together will be worth almost as much as the entire South Korean stock market

Steel sector eyes stronger quarters as demand and realisations improve

Low inventories, stronger seasonal demand and firm prices could support steel makers, though raw material costs and domestic supply-demand trends remain key monitorables

GEC-III sector-positive, but execution depends heavily on state utilities

The ₹1.86 trillion scheme could benefit transmission, renewable energy and battery firms, but its implementation will depend on state utilities and their ability to scale up

Subscriber gains positive but Vodafone Idea yet to bridge funding gap

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

Higher fuel costs for IndiGo likely to keep profits under pressure

IndiGo's market dominance, fleet expansion and international growth offer long-term upside, but elevated fuel costs continue to weigh on margins

Despite geopolitical risks, Street remains bullish on Petronet LNG outlook

Analysts remain positive on Petronet LNG, citing Kochi growth, new revenue streams and project execution despite high spot LNG prices and geopolitical risks ahead.

Rising competition, premium valuations likely to cap gains in Meesho

Meesho's asset-light value-commerce model, Valmo logistics network and growth potential are strengths, but rising competition and premium valuations pose risks

Irdai's draft distribution norms could put insurance volumes at risk

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 eyes growth over margins in near term, bets on market share gains

Voltas prioritises market share and absolute profit as high input costs weigh on margins, while betting on data centres and backward integration for growth