Devangshu Datta

Margin expansion, capex completion may drive more gains for CG Power

CG Power hits record highs on strong order inflows and capacity expansion, but rich valuations leave little room for execution misses

New products may bridge Kirloskar Oil's valuation gap with Cummins India

KOEL's push into high-horsepower engines, data centres and exports could support growth and help narrow its valuation discount to market leader Cummins India

Valuation upgrades for Nykaa hinge on sustained margin expansion

Analysts remain positive on Nykaa's growth plans in beauty and fashion, but believe sustained margin expansion will be critical for further valuation rerating

Weak FY27 JLR outlook to weigh on Tata Motors passenger business

JLR's weaker-than-expected FY27 guidance on revenue, margins and free cash flow is likely to weigh on Tata Motors Passenger Vehicles despite a strong domestic outlook

Indian steelmakers face near-term pressure from weak prices, rising costs

Domestic steel prices remain under pressure amid seasonal demand weakness, high inventory and rising iron ore and coking coal costs, weighing on near-term margins

Downstream energy players to gain most from West Asia peace prospects

A reopening of the Strait of Hormuz and recovery in West Asian energy supplies could improve margins for oil marketers, gas distributors and LNG importers

Vedanta Aluminium Metal may emerge as strongest performer after demerger

Analysts see the aluminium business as the most attractive near-term play among the newly listed Vedanta entities, aided by scale, low costs and favourable commodity trends

India's data centre boom will succeed only if it stays sustainably green

Policy aspirations to becoming a big player in AI cannot be fulfilled without the necessary DC capacity

Royalty rate reversal, cooling crude oil prices negative for ONGC, OIL

The partial reversal of royalty benefits and uncertainty over crude oil prices could weigh on earnings, though higher production and gas output remain supportive factors

Higher gas costs may keep city gas distribution margins under pressure

Rising LNG costs and supply uncertainties are squeezing CGD margins, even as strong CNG demand helps sustain volume growth across key markets

Capital goods sector may take a margin, order flow hit in the near term

Supply-chain disruptions, commodity inflation and project delays are likely to pressure margins and order flows, even as long-term demand drivers remain intact

Strong order inflows boost BHEL outlook, but execution remains the key risk

A robust order pipeline and long-term power-sector expansion support BHEL's growth outlook, but sustained margin gains and timely execution remain critical

Valuations, growth prospects to limit downside risks for SBI Card

Improving asset quality and lower credit costs could support earnings growth, even as receivables expansion remains subdued and cost pressures persist

Execution worries may weigh on listed infra players in near term

Road and infrastructure firms face weak execution and margin pressure, though strong order books offer hope for a recovery in FY27

Rising demand, production recovery could support gains for Coal India

Rising power demand, thermal generation growth and value unlocking at MCL could support Coal India, though margin pressures remain a near-term concern

Cement sector faces margin pressure despite healthy demand growth

While cement demand remains resilient and volumes are growing, rising input costs, capacity additions and geopolitical risks could weigh on profitability

NMDC's earnings growth in FY27 hinges on hitting volume target

Strong iron ore volumes and higher prices lifted NMDC's earnings, while expansion plans and coal mining projects underpin its FY27 growth outlook

Data centre execution, exports revival key triggers for Cummins India

FY26 revenue grew 18 per cent Y-o-Y to ₹12,140 crore. Gross margins, which contracted in Q4, were up 60 basis points Y-o-Y to 36.8 per cent in FY26

Valuations factor in strong growth opportunities for Hitachi Energy

Strong order book, rising transmission investments and opportunities in renewables, data centres and HVDC projects underpin the company's long-term growth outlook

Cockroach Janata Party: Indian youth turn political anger into viral satire

The CJP manifesto offers an unstructured opinion poll on what concerns young people most