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
Analysts see margins reviving as demand powers up in festival quarter
Firm continues to outperform mid-, large-tier listed IT majors
Mobile and EMS segments fuel Dixon's growth; brokerages expect further gains from backward integration and component manufacturing expansion
Broad-based consumer demand reloads growth prospects and puts the stock back in analysts' baskets
Nestle India posts strong volume-led revenue growth in Q2FY26; margins under pressure from elevated raw material costs, but easing prices may help ahead
Despite the solid quarterly performance, some brokerages have trimmed their revenue and earnings estimates for the coming quarters, citing a moderation in growth
Disruption during Q2 may result in lower volumes and revenues
Record orders and rising profitability show the network is hitting full stride
Shares dip after Q2 profit misses estimates; brokerages cite solid AI plans and margin gains but flag weak near-term growth visibility
Realty major Prestige Estates' record H1 sales and strong Q2 demand boost investor confidence as brokerages expect it to exceed its FY26 sales guidance
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
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
Rural recovery, tax cuts drive scooter sales and stock higher
Targeted tenant take-up and portfolio moves spotlight spaces peers leave dark
Regulatory changes may do little to help
TCS and the broader IT sector stand to gain from stable pricing, opportunities in agentic AI, and momentum in BFSI and hi-tech segments
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
Strong client relationships, differentiated capabilities, and presence across verticals make Tata Elxsi well placed for sustained growth
Analysts remain positive, citing a steady decline in bad loans and an uptick in new loan sanctions as key drivers of future growth