Page 2 - Ram Prasad Sahu

Innovative portfolio likely to maintain growth momentum for Sun Pharma

Specialty portfolio powers Q2; Ilumya, Leqselvi, Unloxcyt to anchor next phase

From Marico to TCS: Here are 10 defensive stock that may bounce back

The Great Defensive Slump: 2025 turned FMCG, IT, and pharma into market laggards. Yet with earnings stable and valuations cooling, their next move could surprise

New launches, premiumisation to drive M&M's continued outperformance

On track for continued outperformance in FY26 with strategic launches, premiumisation

Tata Consumer's Q2 growth led by India business, margins to improve

Tata Consumer Products reported strong revenue growth led by its India business. Analysts expect margins to improve in H2FY26 as tea prices moderate and premium segments expand.

DLF needs aggressive new launches for strong performance in FY26

For Q2, the company recorded sales of ₹4,330 crore, which was six times higher than the year-ago period

Maruti Suzuki India, Hyundai Motor grip wheel in a turning market

Exports, lean costs, and tax cuts keep growth engines humming, but next bend will call for sharper steering

Sustaining growth outperformance key for more gains in TVS Motor

TVS Motor posts record quarterly sales and strong earnings, driven by premium products and EV growth; brokerages stay bullish on sustained momentum and market share gains

Growth revival in H2 key for Supreme Industries after weak Q2 show

Margins fell 160 bps in Q2 FY26 amid soft realisations, but analysts expect demand recovery in housing and agriculture to lift Supreme Industries' H2 performance

New launch traction for Dr Reddy's key to offsetting price erosion

Given that price erosion in the North American market is expected to continue in the near term, some brokerages have cut their earnings estimates for the stock

Bharti Airtel finds its frequency: High Arpu, low capital expenditure

Margins ring loud as controlled spending and per-user revenue amplify financial signals for investors

New launch pipeline, rental portfolio to boost Oberoi Realty's FY26 growth

The company reported pre-sales of Rs 1,299 crore for the September quarter, which was down 10 per cent year-on-year (Y-o-Y) due to a higher base last year

From Bharti Airtel to ICICI Bank: 10 cracker stocks for Samvat 2082

Brokerages expect modest market gains as earnings stay weak, but Diwali stock picks point to brighter prospects for select consumer, lending, and capital goods firms

Core areas light up Havells India as consumer durables dim the spark

Analysts see margins reviving as demand powers up in festival quarter

Persistent's premium valuations hinge on sustaining growth momentum

Firm continues to outperform mid-, large-tier listed IT majors

Strong volumes, uptick in margins to drive gains for Dixon Technologies

Mobile and EMS segments fuel Dixon's growth; brokerages expect further gains from backward integration and component manufacturing expansion

Retail restocks Reliance Industries' growth shelf, boosting performance

Broad-based consumer demand reloads growth prospects and puts the stock back in analysts' baskets

Demand recovery to drive gains for packaged food major Nestle India

Nestle India posts strong volume-led revenue growth in Q2FY26; margins under pressure from elevated raw material costs, but easing prices may help ahead

Tech Mahindra's Q2 beats estimates, but FY27 growth hinges on big deals

Despite the solid quarterly performance, some brokerages have trimmed their revenue and earnings estimates for the coming quarters, citing a moderation in growth

Margin pressures may ease for FMCG major Godrej Consumer Products in H2

Disruption during Q2 may result in lower volumes and revenues

Signed, sealed, delivered: Delhivery's Q2 payoff on e-commerce boom

Record orders and rising profitability show the network is hitting full stride