Page 2 - Ram Prasad Sahu

Cooling product makers face near-term concerns as recovery hopes fade

Outlook for listed consumer durable majors may stay muted

Indian Hotels Company needs H2 to turn the key and restart the stay

Renovations easing and wedding-heavy months ahead may help close the gap left by a soft start

Max Healthcare builds growth runway with brownfield expansion push

Stock is trading at 52 times its FY27 earnings estimates

Higher demand to help Indian Hotels Company post recovery in H2FY26

After a muted first half, the hotel major expects double-digit RevPar and revenue growth driven by renovations, room additions and peak-season demand

Non-auto segments to drive growth for Bharat Forge as demand recovers

Despite demand challenges and export headwinds, analysts say Bharat Forge's diversified revenue base, strong defence order pipeline

Max Healthcare gears up for expansion-led growth and stronger margins ahead

Max Healthcare posted healthy Q2 performance on strong patient volumes and ARPOB, with brownfield expansion

Rural recovery, exports to drive volume growth for Hero MotoCorp

The stock currently trading 20x its FY27 earnings estimates

Diversified portfolio, higher margins to drive gains for Ashok Leyland

A smarter load mix and tightened cost base give it a cleaner, more controlled run than its biggest rival

Multiple growth triggers strengthen outlook for Samvardhana Motherson

Samvardhana Motherson delivered stronger-than-expected operating performance in Q2, prompting brokerages to raise estimates as higher content per vehicle

IT recovery key for Info Edge as Q2 growth lags on weak hiring trends

Recruitment gains in non-tech, real estate, matrimony cushion impact of weak tech hiring

Fundraise, AGR clarity key for Vodafone Idea's next phase of recovery

Brokerages have mixed views on telco's operational performance

Expensive valuations may limit upside for Divi's Laboratories stock

Despite strong custom synthesis growth and better-than-expected quarterly results, analysts caution that high valuations could restrict near-term gains for Divi's Laboratories

High-growth segments, acquisition to drive gains for Torrent Pharma

Led by the India business and rest-of-the-world markets, the company reported a robust 14.3 per cent year-on-year (Y-o-Y) growth in revenues

Fresh coat of confidence for legacy paintmakers as stocks rebound

Birla Opus' early gloss fades, giving seasoned players room to repaint the market as disruption fears dry out and demand colours back in

Growth momentum, lower leverage to drive gains for agrochemical company UPL

Brokerages bullish on stock amid easing leverage situation

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