Page 3 - Ram Prasad Sahu

Street cautious on TCS near-term outlook despite solid Q2 and AI ambitions

Shares dip after Q2 profit misses estimates; brokerages cite solid AI plans and margin gains but flag weak near-term growth visibility

Prestige Estates' strong H1 puts it on course to top FY26 guidance

Realty major Prestige Estates' record H1 sales and strong Q2 demand boost investor confidence as brokerages expect it to exceed its FY26 sales guidance

Titan strikes gold this festival season with strong jewellery sales growth

P N Gadgil Jewellers too put up a strong show, with its retail segment growing 29 per cent in Q2 FY26. This was driven by healthy store-level performance and festive season sales

Margin pressures may cap gains for Jubilant FoodWorks despite strong growth

In a pre-quarter update for FY26 July-September quarter (Q2), Jubilant reported standalone revenue growth of 15.8 per cent to ₹1,698 crore

Hero MotoCorp rides the festival season tide, with GST winds at its back

Rural recovery, tax cuts drive scooter sales and stock higher

Reits keep lights on for India's office leasing as market flickers

Targeted tenant take-up and portfolio moves spotlight spaces peers leave dark

Valuations weigh on chemicals maker SRF outlook, gains factored in

Regulatory changes may do little to help

Beaten-down stocks Part 1: Why Trent may be attractive bet at present level

Trent has seen a 36.5% drop in its share price in the last 12 months and offers an attractive combination of low valuation, earnings resilience in recent quarters, and a relatively high RoNW of 29%

Beaten-down stocks Part 2: Upsides seen in JSW Energy at current valuations

Analysts remain positive on the stock, citing expansion plans across thermal, wind and solar power

Beaten-down stocks Part 3: Why Thermax may be worth buying at current level

The Thermax stock has dropped 37.9 per cent in the trailing 12 months to September, underperforming the BSE Sensex, which is down just 4.8 per cent

Beaten-down stocks Part 4: How ACC presents a great buying opportunity

The Adani group-owned cement major has seen a sustained slide in both share price and equity valuation over the past 12 months

Beaten-down stocks Part 5: Colgate-Palmolive India can be a great buy

Colgate's prospects remain supported by its core toothpaste brands and premiumisation strategy through science-backed innovations, with valuations appearing fair at 42x FY27 earnings

Beaten-down stocks Part 6: TCS is trading at valuations too good to ignore

TCS and the broader IT sector stand to gain from stable pricing, opportunities in agentic AI, and momentum in BFSI and hi-tech segments

Beaten-down stocks Part 7: Bajaj Housing Finance dip may be investors' gain

The stock is down 28.6% since September last year, with its price to book value more than halving over the period after a stellar IPO and listing

Beaten-down stocks Part 8: Analysts see upside in Tata Elxsi from here

Strong client relationships, differentiated capabilities, and presence across verticals make Tata Elxsi well placed for sustained growth

Beaten-down stocks Part 9: REC at current levels may reward patience

Analysts remain positive, citing a steady decline in bad loans and an uptick in new loan sanctions as key drivers of future growth

Beaten-down stocks Part 10: Correction in Varun Beverages opens entry way

Even as it invests in new greenfield plants and broadens its distribution network to capture demand, Varun Beverages is maintaining profitability through operational discipline and cost efficiency

Trent to JSW Energy: Here are 10 beaten-down stocks to watch out for

Over a quarter of BSE200 stocks are down 20 per cent, leading to a sharp fall in their equity valuation, creating opportunities for investors

GSK Pharma gains depend on new launches, traction in base business

The Q1 was impacted by sluggish show of the base business and supply disruption, resulting in brokerages cutting their earnings estimates

Near-term concerns likely to weigh on growth trajectory of PI Industries

PI Industries stock has fallen 18 per cent since August on weak Q1 results, muted export outlook and biologics curbs, though brokerages remain positive on long-term growth