Ram Prasad Sahu

Demand-supply mismatch to drive revenue growth gains for Indian Hotels

Strong room rates and occupancy lifted Q2FY27 performance, prompting an upgrade in FY27 revenue growth guidance; brokerages remain positive on the stock's prospects

Higher advertising spends, rising competition to weigh on Colgate margins

Colgate's Q2 revenue rose 12.2 per cent, but higher advertising expenses and growing competition squeezed operating margins, prompting brokerages to cut earnings estimates

L&T Technology Services eyes stronger H2FY27 growth after Q2 earnings beat

L&T Technology Services expects stronger growth in the second half of FY27, supported by large-deal ramp-ups, AI-led projects and operational efficiencies after a Q2 earnings beat

Back to front? Green shoots in defensive sectors signal potential recovery

Weak demand, AI-led growth concerns and US export headwinds weigh on defensive stocks, while valuation moderation signals potential opportunities

Growth prospects remain strong for Crompton Greaves Consumer: Brokerages

Sales rose 18 per cent year-on-year, while record exports, double-digit segment growth and cost savings helped offset pressure from commodity inflation

Execution key for DLF to achieve ₹20,000 crore FY27 sales guidance

DLF's Q2 pre-sales beat estimates, but with just Rs 4,460 crore booked in H1FY27, timely launches in Mumbai and Gurugram will be crucial to meeting its annual guidance

IPO review: Jio Platforms' ₹30,213 crore mega offer is at a minor premium

Brokerages say the firm is well positioned to sustain industry-leading growth, given market leadership, multiple triggers

Growth moderation, valuation headwinds ahead for Nestle despite strong Q2

Nestle posted 20% revenue growth and improved margins in Q2FY27, but concerns over slowing growth, input costs and premium valuations have prompted brokerages to cut target multiples

Tata Technologies' premium valuations limit upside despite Q2 growth

Tata Technologies reported mixed Q2FY27 results, with services driving revenue growth and margins missing estimates, while brokerages flagged premium valuations despite strong deal wins

Growth outlook for H2 FY27, margins keep D-Street cautious on Tata Elxsi

Sequential revenue growth of 2.3 per cent in constant currency beat estimates, while margins expanded 70 basis points; brokerages remain cautious on European auto demand

Strong Q2 bookings, FY27 pipeline boost outlook for Prestige Estates

Prestige Estates' Q2 pre-sales rose 20 per cent to Rs 7,225 crore, while its planned FY27 launch pipeline of Rs 57,000 crore and annuity portfolio support brokerages' outlook.

HCLTech's next test: Sustaining margins, deal momentum amid rich valuations

Healthy new deal wins and traction in its artificial intelligence (AI) business also lifted investor sentiment. The stock was the top gainer in both the Nifty 50 and the Sensex, closing at ₹1,321

Robust recovery likely to help sustain Dabur India's Q2FY27 growth

Dabur's India business is expected to post double-digit revenue growth after 19 quarters, while strong international sales and price increases may help offset margin pressures

CDMO players to maintain outperformance on multiple growth triggers

Divi's Laboratories remains the top pick for most brokerages in this segment, even as valuations turn rich after the sharp rally

Box office boost lifts multiplex outlook as broadcasters face a weak Q2

Strong box office collections, higher ticket prices and spending per head are set to lift PVR Inox's Q2 results, while broadcasters face weak advertising and margin pressures

Agrichem majors face earnings cuts as weak demand, higher costs weigh

Brokerages expect weak Q2FY27 earnings for agrichem firms as deficient rainfall, subdued demand and elevated input costs squeeze margins, prompting earnings downgrades

Titan's Q2 sales miss masks healthy underlying consumer demand story

Festival shift weighs on sales; better mix supports margins

Strong revenue growth powers GCPL's Q2 show, margins remain in focus

GCPL expects high-teens revenue growth and double-digit Ebitda growth in Q2FY27, but commodity inflation and higher investments could keep margins under pressure

DMart needs consistent growth metrics to support premium valuations

Revenue growth improved in Q2FY27, but inconsistent same-store sales, rising quick-commerce competition and premium valuations remain key concerns for DMart

New launches, chronic portfolio to maintain growth for Zydus Lifesciences

Strong domestic formulations, chronic therapies, new US launches and a complex-product pipeline have supported the rally, though valuations now stand above historical averages