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Steel prices may stabilise in Q4FY26 as demand rises despite imports

Global oversupply and Chinese exports continue to weigh on prices, but strong domestic demand and expected duty support could help stabilise Indian steel prices by the final quarter of FY26

Further scope for revenue growth and margin gains for Siemens Energy

The gross margin improved 100 basis points (bps) Y-o-Y to 35.6 per cent, while operating profit margin came in at 18.1 per cent, lower than the previous three quarters

Incremental gains, stable demand may drive growth for India's IT sector

India's IT sector is showing signs of stabilising demand, improving deal momentum and rising AI-led productivity, with analysts turning modestly positive on earnings as firms regain confidence

Strong guidance positive for Shriram Finance on robust Q2 performance

Shriram Finance delivered a better-than-expected Q2FY26, with stronger margins, stable credit costs, and improving vehicle and MSME trends, supporting a confident outlook for the rest of the year

Cummins India on track for strong FY26 show despite near-term concerns

A lumpy hyperscaler project lifted growth and margins, though management cautions that similar orders may not repeat and exports could soften

Valuation downgrades may keep ABB under pressure amid weak orders

Weak order inflows, margin strain and prolonged QCO-related friction are prompting analysts to trim estimates and flag valuation risks for ABB

Oil India's Q2FY26 results disappointed, but downside may be limited too

OIL's oil and gas production was 13-14% lower than guidance in FY25, and recovery did not come in the first six months (H1) of FY26

Pick-up in private capital expenditure critical for more gains in Siemens

Siemens posts mixed Q2FY26 results with strong mobility and smart infra growth, softer margins and below-estimate order inflows amid demerger-related adjustments

Gold-price volatility likely to cap gains for Muthoot Finance's stock

Muthoot Finance posted robust Q2FY26 earnings driven by higher gold prices and strong AUM growth, but analysts flag risks from yield pressure, NIM compression and regulatory uncertainty

Can digital twinning find transformative solutions for our problems?

Most physical processes are very complex, however, and this sort of modelling can require billions of calculation

Worst may be over for Asian Paints, but prospects still far from bright

Volume growth in low double digits and lower raw material costs lifted margins for Asian Paints, though management remains cautious amid intense rivalry and extended monsoon impact

ONGC's lower realisations, slow production ramp-up keep brokerages cautious

Though ONGC's Q2FY26 results met expectations, analysts remain cautious amid weaker crude realisations, delayed production ramp-up, and trimmed output guidance for FY26 and FY27

Lower growth guidance and MSME loan stress weigh on Bajaj Finance

Stress in consumer loans may be reducing as collections are improving in the rural B2C segment

Sustained growth acceleration holds key for Trent stock's recovery

Trent will tender around a 15 per cent stake in Inditex Trent Retail (Zara India) for ₹150 crore at ₹15,422 per share in a buyback

LIC's strong H2FY26 growth outlook likely to trigger stock rerating

LIC reported a 5% rise in premium income and 12% growth in VNB for Q2FY26. With non-par policy growth and improved margins, analysts see room for a positive rerating

Cash flow concerns likely to keep Hindalco's stock under pressure

The entire cashflow impact will be visible in H2FY26 though management is guiding for 70-80 per cent loss recovery in insurance

Improving credit growth trajectory, steady margins positive for SBI

SBI's strong credit growth, stable NIMs, and improved asset quality drive optimism as analysts raise earnings and price targets for H2 FY26

Competitive intensity, valuations may cap gains in Ambuja Cements

ACEM reported strong growth of 81 per cent Y-o-Y in operating profit to Rs 1,760 crore, and operating profit per tonne (t) grew 52 per cent Y-o-Y to Rs 1,042

Vedanta eyes FY26 growth with debt cut, demerger, and new capacities

Aluminium and zinc segments drive Vedanta's Q2FY26 performance as debt reduction, demerger progress, and expansion projects boost investor confidence in earnings growth ahead

Grandmaster Danya's death exposes cyberbullying threat in online chess

Danya, the son of immigrants from the former Soviet Union, was a few weeks short of his 30th birthday. He was a former World Under-12 champion, a bestselling author, and a very popular coach