Ram Prasad Sahu

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

Reliance Industries stock likely to take a hit after muted Q4 show

Weak O2C performance drives analysts to cut target price, earnings estimates even as valuation helps retain 'buy' ratings

Dabur faces growth headwinds as rural demand, costs cloud outlook

Weak monsoon fears, West Asia turmoil, and rising costs cloud outlook

Stock rerating for Godrej Properties hinges on sustaining sales momentum

The stock gained 1.6 per cent on Friday after reporting its fourth quarter (Q4) numbers but slipped on Monday

Diagnostics stocks favoured on Q4 optimism amid strong volume growth

Sector to outshine healthcare peers as higher volumes, steady realisations will boost revenue and profit, say analysts

Info Edge Q4 billings slow on muted hiring and West Asia conflict risks

Iran spillover drags growth; margins on edge

Same store sales, buyer growth lift jewellery majors in March quarter

Strong same store sales and improving buyer growth helped jewellery majors post robust topline growth in the March quarter, signalling a recovery in demand

QSR stocks fall as supply issues raise risk of earnings downgrades

LPG supply disruptions and weak demand trends weigh on QSR stocks, raising concerns over earnings outlook and potential downgrades

Hospital stocks likely to be in pink of health on demand, expansion

Expansion plans, demand drivers to help boost revenue, say analysts; Apollo Hospitals top pick for most

Some stocks likely to buck the trend and shine despite West Asia war

The optimism expressed by brokerages could turn out to be true if West Asia war ends quickly, or if countries find a way to easily move cargo ships and oil tankers through Strait of Hormuz once again

Muted Q4 expectations, regulatory changes weigh on insurance majors

Insurance stocks fall up to 4% as weak March quarter outlook, geopolitical tensions and regulatory changes weigh on growth, margins and investor sentiment

Weak rupee, higher fuel costs, Iran war weigh on IndiGo's FY27 outlook

Geopolitical tensions, rising crude prices and rupee depreciation prompt brokerages to cut IndiGo's earnings estimates for FY27 despite stable demand outlook

Higher crude oil prices, uncertainty weigh on commercial vehicle sales

Surging crude prices and geopolitical tensions weigh on commercial vehicle demand outlook, even as strong freight activity supports near-term growth in volumes

Execution, valuations could reverse Trent's fortunes despite pressures

Weak same-store sales, rising competition, muted discretionary demand weigh on sales