NaN Devangshu Datta

Vivo JV, export push seen driving Dixon Technologies growth despite risks

Dixon Technologies expects export growth, speciality EMS expansion and the proposed Vivo joint venture to support earnings amid margin pressures and weak demand

Strong domestic demand could ease war's impact for Indian Hotels

Strong domestic travel demand helped IHCL offset West Asia conflict impact, with Q4 revenue rising 14% and occupancy levels remaining robust

Strong orders cushion ABB as margin recovery remains key concern

ABB reported strong order inflows in Q1CY26, but margins remained under pressure due to higher raw material costs, forex volatility and slower execution

Diversified portfolio positive but factored into Bharat Forge valuations

Aerospace exports were strong, high-horsepower engines were stable, and the oil and gas segment was weak

Demand outlook positive, but costs remain a concern for Shree Cement

Shree Cement reported robust Q4FY26 volume growth and improved realisations, but rising fuel, freight and packaging costs could pressure margins in FY27

Iran conflict disruption weakens L&T's H1FY27 outlook after soft Q4

L&T reported weaker-than-expected Q4 FY26 results and warned that disruptions linked to the Iran conflict could weigh on execution and growth in H1FY27

Valuations, execution concerns ahead for BHEL despite strong Q4 growth

BHEL's strong Q4FY26 performance and robust order book are offset by concerns over valuations, execution challenges, and sustainability of margin gains

Higher input costs, price hikes likely to play spoilsport for HUL

HUL beats estimates on cost control and strong volume growth, but margin pressures from rising input costs may trigger further price hikes ahead

An AI-driven efficient economy could also end up eliminating all demand

New technology goes mainstream and translates into huge improvements in human development indicators

Growth, profitability gains seen ahead for Shriram Finance in FY27

Strong Q4FY26 performance and capital infusion boost outlook for Shriram Finance, with steady margins and loan growth expected despite asset quality concerns

Higher growth, asset quality boost keep analysts bullish on Bajaj Finance

Strong growth, improving asset quality, and falling credit costs keep analysts bullish on Bajaj Finance despite selective portfolio pruning and macro risks

Eternal's stock hinges on delivering robust guidance amid growth push

Eternal reported modest Q4 growth but strong guidance, with execution on Blinkit expansion and margins seen as crucial for sustaining stock performance

UltraTech Cement remains on a concrete growth path amid strong Q4 show

Strong Q4 performance, rising margins and aggressive capacity expansion plans position UltraTech Cement to sustain growth, aided by robust demand outlook and cost discipline

Axis Bank stock adequately prices in positives despite mixed Q4 performance

Axis Bank's Q4 performance reflects strong loan growth and improving asset quality, but elevated provisions and weak non-interest income continue to weigh on profitability

Trent's needle to thread: Sustained like-for-like growth back on track

Trent reports 20% Q4 revenue growth as like-for-like sales recover, margins expand, and store additions drive performance amid cautious consumer sentiment

Life insurers well-placed on valuation, margin expansion triggers

Life insurers recorded robust premium growth in FY26, but FY27 outlook remains mixed amid geopolitical risks, GST impact and evolving product mix dynamics

Margin concerns and high valuations may cap gains for Nestle India

Nestle India reported strong Q4 growth, but rising raw material costs, sustained ad spends and high valuations may limit upside despite volume-led gains

ABB valuations leave little room for growth slip-ups despite strong outlook

ABB India shows steady growth and strong order book across sectors, but margin pressures and elevated valuations leave little room for earnings disappointments

Strong order book points to improved outlook for Bhel on rising demand

Robust order pipeline and improving execution position BHEL for strong revenue growth, though rising input costs and geopolitical risks may weigh on margins

The delimitation dilemma: Democratic status may see further slide in India

There are no easy solutions to the conundrum. The US system favours small Alaska over Texas. The former has a fraction of Texas's population, but both have the same number of Senators