Ram Prasad Sahu

Maruti sales engine to keep humming through FY27 on strong demand

Capacity additions and healthy demand should fuel volume growth even as cost pressures weigh on margins

Auto segment to power Mahindra & Mahindra's gains in the near term

Brokerages remain positive on Mahindra & Mahindra as robust SUV demand, market share gains and capacity expansion offset near-term pressure on operating margins

Volume growth to keep Eicher Motors ahead despite margin pressure

Capacity rampup and product launches should help sustain growth despite a higher base

Stable demand and steady margins positive for Hindustan Unilever

HUL shares recover as investors focus on stronger FY27 growth outlook, steady margins and improving demand despite commodity cost pressures

Order inflows, execution to keep growth elevated for Bharat Electronics

Despite weaker operational performance and lower order inflows in Q1, BEL remains confident of meeting FY27 guidance on sales, margins and fresh orders

Growth segments to maintain revenue momentum for Tata Consumer Products

Tata Consumer posts strong Q1 growth, led by India business and high-growth brands, with brokerages upbeat on sustained double-digit revenue growth and margin expansion

Higher premium mix to lift United Spirits' growth despite policy headwinds

Policy changes weigh on popular segment, but Street stays positive on demand recovery and improving mix

Demand trends, pricing power may keep IndiGo's revenue growth strong

Higher fuel and leasing costs pushed IndiGo into a Q1 loss, but brokerages remain positive on the airline's long-term growth driven by strong demand and international expansion

Dr Reddy's may underperform on growth, margin worries after muted Q1

North America weakness, lower margins, uncertainty over key launches weigh on earnings outlook

Domestic travel momentum to drive Indian Hotels' medium-term growth

Healthy domestic travel demand, rising occupancies and higher room rates are expected to support Indian Hotels' revenue growth despite weakness in international operations

Margin pressures offset robust topline performance of Havells in Q1

Havells posted robust Q1 revenue growth led by cable and wires, but higher input and advertising costs squeezed margins, with recovery expected from the September quarter

Jio Platforms' IPO remains the key driver for Reliance Industries stock

Reliance Industries beat Q1 expectations as O2C and Jio powered earnings growth, but retail margins remained under pressure amid digital commerce investments

Dabur's double-digit Q1FY27 growth must sustain to drive stock rerating

Strong Q1FY27 revenue growth, improving rural demand and healthy international business support Dabur's outlook, but sustained revenue momentum remains crucial for a stock rerating

Dixon, Amber seen as key beneficiaries of PLI 2.0; upside may be limited

Brokerages expect Dixon Technologies and Amber Enterprises to benefit from the Centre's new electronics manufacturing incentives, though margin gains for Dixon may be lower than under PLI 1.0.

L&T Technology Services leads ER&D pack as Tata Elxsi stumbles in Q1

Healthy growth and margin gains contrast with rising cost pressures and weaker profitability

Cautious outlook for HCLTech despite strong deal pipeline, execution

Robust bookings, steady execution contrast with conservative revenue guidance

Volume boost, Vivo JV likely to fuel Dixon Technologies' growth

The approval of Dixon Technologies' Vivo joint venture is expected to lift production volumes, while backward integration and export opportunities could support margins and earnings growth

Strong volumes, realisations lead to upgrades for Page Industries

Brokerages expect robust demand, premiumisation and price hikes to drive stronger volume growth and realisations for Page Industries in FY27, despite rich valuations

Rental income trajectory of The Phoenix Mills gets a consumption boost

Robust consumption growth, improving office occupancy and healthy hotel performance in the June quarter have reinforced brokerages' positive outlook on The Phoenix Mills

Naukri Q1 strength fuels Info Edge rally, but sustaining momentum is key

Rally has found its wind, but sustained billings growth will keep it on course