Page 5 - Ram Prasad Sahu

Persistent's premium valuations hinge on sustaining growth momentum

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

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

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 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