Page 4 - Ram Prasad Sahu

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

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

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