Devangshu Datta

Input cost inflation, Lloyd's losses likely to weigh on Havells India

Havells reported strong Q2FY27 revenue growth, but rising commodity costs and Lloyd's losses squeezed margins, prompting analysts to remain cautious on earnings recovery

Eternal eyes faster Blinkit expansion as margins and order values grow

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.

Brokerages bullish on Bajaj Finance despite margin and regulatory risks

Bajaj Finance's Q2FY27 profit rose 29% to Rs 6,370 crore, with strong loan growth and higher AUM guidance supporting brokerage optimism despite regulatory and margin risks

Cost pressures to persist for cement major UltraTech in the near term

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

West Asia exposure may impact IT major LTM's near-term performance

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.

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