Page 6 - Devangshu Datta

Marcus Du Sautoy's book demystifies maths, builds bonds with humanities

How creativity is intimately connected to mathematics, even when the artists themselves may not be fully aware of it

Strong order pipeline and execution momentum to drive gains for L&T

Strong growth in international projects, lower working capital, and a robust order pipeline position L&T for outperformance in FY26

Street bullish on Torrent Pharma's prospects after in-line Q1 FY26

Analysts are optimistic on Torrent Pharma's growth after a solid Q1 FY26 report, with strong performance in Brazil and US generics despite currency volatility and German challenges

Growth guidance and margin recovery positive for Shriram Finance

SHFL's Q1FY26 net rose 9% year-on-year with stable credit costs, strong disbursement trends and margin guidance of 8.5% by Q4 despite high liquidity on the balance sheet

Near-term recovery, margin expansion key drivers for Nestle India

Nestle India reports a 5.9% YoY revenue growth in Q1FY26, with a focus on recovery and margin expansion despite challenges from high commodity prices

Why hunt for the black box? There's a simpler fix for faster crash probes

Aircraft are equipped with sensors and recorders, which capture everything mechanical and electrical, and record cockpit conversations

Q1 miss for Dr Reddy's, but analysts remain hopeful for future prospects

Despite missing Q1 expectations, Dr Reddy's continues to see growth in key markets like Europe and India, while managing costs to offset challenges in the US

Street gives thumbs up to Dixon Technologies after Q1 beat estimates

The company's strategy includes deeper relationships with existing clients and looking for backward integration

UltraTech Cement sees strong Q1 growth, but faces margin pressure ahead

UltraTech Cement reports 46% YoY operating profit growth in Q1FY26, but faces near-term margin pressures. The company maintains a strong growth outlook for volume and revenue in FY26

JSW Steel has good prospects on lower costs but stock fully valued

Revenue growth could come from volumes along with some price recovery. As input costs are soft, EBITDA margin may rise to 18-19 per cent if safeguard duty is in force

Polycab's Q1FY26 beat, near-term prospects baked in its rich valuation

Polycab's Q1 FY26 revenue and profit grew 26% and 50% YoY, driven by strong performance in its C&W and FMEG segments. However, the stock's rich valuation factors in its near-term prospects

Analysts split on Tech Mahindra's growth prospects, see limited upside

Tech Mahindra's Q1FY26 profit up 33% YoY and deal wins rise 44% but analysts offer mixed views on growth prospects; stock down 3% on cautious outlook

Analysts see gains in HDFC Life, ICICI Prudential stocks after Q1 results

ICICI Prudential Life Insurance Company (ICICI Pru) reported a decline of 5 per cent year-on-year (Y-o-Y) in new business annualised premium equivalent (APE) to ₹1,860 crore in Q1FY26

HCLTech sees rating downgrade post Q1 results, guidance disappointment

Guidance indicates that margins will remain subdued in Q2FY26, as some restructuring cost will spill over

L&T to KEC International: Diversified players better placed in infra sector

Diversified companies like L&T and KEC International expected to see strong revenue growth, while road companies face challenges due to lower order books and margin pressures in Q1FY26

Near-term upsides from deal with AbbVie may be priced in Glenmark's stock

Glenmark's $700 million deal with AbbVie for ISB-2001 could unlock significant upside, though analysts note the potential is already priced in, with stock surging post-announcement

In defence of short-sellers: Key to a balanced and functional market

Successful traders who use WSB and publicly announce their positions along with the rationale have inspired millions of followers who enthusiastically mirror their trades

Analysts not bullish on Dabur stock, but may outperform as growth recovers

Despite muted earnings in Q1FY26, analysts remain cautious on Dabur stock. However, there is potential for outperformance as earnings growth recovers in the coming quarters

Nykaa sees stable BPC, improved fashion growth; eyes 7.5% EBITDA margin

With growth steady in beauty and improving in fashion, Nykaa targets stronger margins, offline expansion, and breakeven in fashion by FY26, say analysts

A General's diaries are curated into a breezy military history of India

This book was put together by his grandson, Gaurav Shrinagesh, presumably by curating the late general's diaries and memorabilia