Ram Prasad Sahu

India business, margins remain key growth drivers for Torrent Pharma

The stock delivered higher returns than the benchmark Nifty Pharma over the past year

Outlook on PI Industries cautious even as Japan partner raises estimates

Kumiai Chemical's earnings revision highlights strong demand for pyroxasulfone, but concerns over generic competition and weak earnings growth keep analysts cautious on PI Industries

Q4 scorecard: NBFCs top performers, cyclicals lead in earnings growth

Krishna Kant & Ram Prasad Sahu delve into the earnings of the 10 biggest sectors in Q4FY26

Near term headwinds for plastic pipe makers after a strong Q4 show

PVC price swings, muted rural demand cloud near-term outlook

Demand woes may pull hotel occupancies down amid West Asia crisis

Analysts expect room rates to improve in the upcoming quarters as the impact of the West Asia crisis may normalise

Bata's earnings outlook remains uncertain despite Q4 sales improvement

Brokerages cut Bata India earnings estimates as weak margins and slow volume growth overshadow improving demand and revenue momentum

New launches, India business growth key triggers for Zydus Lifesciences

Strong domestic growth, an expanding specialty portfolio, acquisitions and a robust product pipeline are expected to support Zydus Lifesciences' performance in FY27

Demand brightens the outlook for paint majors on strong Q4 performance

Strong demand, premium product mix and easing competition boosted paint makers' March-quarter performance, though the impact of price hikes on future volumes remains a key monitorable

Easing competition, volume recovery positive for Berger Paints stocks

Shares of Berger Paints India surged after strong Q4 earnings, with brokerages turning bullish on easing competition, double-digit growth prospects and improving margins in FY27

100 years on, Bajaj Group begins to build anew for India's future growth

Bajaj Group's centenary is less a celebration than a pivot into healthcare, electric mobility and the AI age

Bajaj Electricals looks to close growth gap with FMEG peers from FY27

In the centenary year marking the inception of Bajaj Group as a business house in Mumbai, Chairman Shekhar Bajaj speaks about the journey and the road ahead for Bajaj Electricals

Strong revenue growth for Titan, but adverse mix continues to dent margins

Titan and Kalyan Jewellers posted strong Q4 revenue growth driven by jewellery demand, though rising bullion sales and gold prices weighed on margins

Margin headwinds could negate near-term demand optimism for Hero MotoCorp

Analysts remain positive on Hero MotoCorp's demand outlook and launches, but warn that commodity inflation and price hikes could pressure margins

Strong EV demand, diversified portfolio to sustain growth for Sona BLW

Strong EV demand and a robust order book power Q4 beat, but valuations and global slowdown concerns keep brokerages cautious

Apparel retailers back on growth track on strong Q4FY26 recovery

Value fashion segment expected to do better driven by same-store sales growth and store additions

Angel One to Triveni Turbine: Smallcap index pulls ahead of Nifty 50

Small caps outperform the Nifty 50 amid a risk-on rally, but rising valuations and macro risks raise concerns over sustainability

Improving mix, volumes seen driving growth recovery for Max Healthcare

Brokerages remain positive on Max Healthcare despite recent weakness, expecting growth revival in FY27 led by expansion, better occupancy, improved mix and strong margins

Local growth powers Maruti Suzuki India outlook despite margin pressure

Maruti Suzuki shares rose after a strong Q4 performance, with analysts positive on domestic demand outlook despite near-term pressure on margins from higher costs.

Varun Beverages sees earnings upgrades on strong growth, margin outlook

Africa push, category expansion and pricing support drive estimate upgrades

Lack of growth visibility at Organon could cap Sun Pharma's gains

Sun Pharma's Organon deal lifts stock, but growth concerns and high debt at the acquired firm may cap upside despite synergy potential