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Sun Pharma gains on US launch of Leqselvi, analysts see strong upside

Sun Pharma rises 2.7% as it launches Leqselvi in US following settlement with Incyte, with analysts projecting $200-300 million revenue from the drug in 3-5 years

USL ends growth bender with a regulatory hangover, margin pressures loom

The buzz wears off in a sobering 2025-26 reset marked by excise shocks, soft volumes, and thinning margins

Sales growth, lower raw material costs to help Godrej Consumer stock

Godrej Consumer Products sees over 6% rise in stock following a strong Q1FY26, driven by double-digit revenue growth, high single-digit volume growth, and lower raw material costs

Metro Brands tightens its laces for another quarter of strong growth

A shoo-in to lead the pack, its premium push and store rollout leave value players dragging their heels

Slowing growth and high valuations weigh on Trent stock performance

Trent shares fall 12% on weak Q1 growth; brokerages cite valuation mismatch, slowing momentum in fashion, and downgrade targets despite optimism on new verticals

Brokerages positive on medium-term prospects of Torrent-JB Chemicals merger

Given the synergies, Torrent's execution track record, and minimal overlap in therapeutic categories, brokerages expect the deal to be value-accretive over the medium term

MRF Tyres grips the road on margins but valuation tread wears thin

Twin wheels of raw material relief and pricing traction power a 26% stock climb

Auto component sector: Listed bearings makers have a strong outlook

The three stocks have generated higher returns than their peer/broader indices over the last three months with Timken leading the chart with gains of 23.5 per cent

Regaining share key to more upside in automobile major Hero MotoCorp

For HMCL, and the two-wheeler sector, there are multiple triggers, which should help it to post a mid-to-high single-digit growth for 2025-26 (FY26)

Value fashion retail finds its fit while premium struggles to measure up

Embroiders a strong edge with affordability, scale, and a shift to organised retail

Strong project pipeline to ensure sales momentum for Prestige Estates

The launches in the last quarter and a strong outlook has resulted in the stock gaining 21 per over the last month and 42 per cent over three months

Weak JLR guidance, domestic sales worries weigh on Tata Motors stock

Motilal Oswal Research has maintained its "neutral" rating on the stock. The brokerage has reduced its FY26 EBIT margin assumption for JLR to 6 per cent from 6.9 per cent earlier

Near-term advertising revenue and margin pressure for Sun TV Network

A sports-heavy calendar and digital shift cloud visibility; stock trades above five-year average P/E

High inventory, weak demand dent prospects of air conditioner makers

Rain came early, sales didn't as cooling firms face a bloated inventory and damp volume squib

Gains for building material majors capped by outlook, price rally

Muted revenue growth, price competition and destocking drag Q4FY25 earnings of tile, pipe and wood panel makers, with brokerages signalling further near-term weakness

Near-term volumes and margins for Bosch likely to remain under pressure

While there are medium- to long-term triggers, especially on the margin front, the Street is cautious on the near-term outlook

Tractors carve fresh growth furrows across FY26 auto sector landscape

Farm wheels spin past autos powered by strong monsoon, rising MSPs, and M&M's market grip

Lower US growth trajectory, margin pressures ahead for Zydus Lifesciences

In the US market, robust growth in the base portfolio, new launches and generic version of Myrbetriq (for overactive bladder) aided its revenue effort in that market

Near-term demand challenges for Samvardhana Motherson International

The company also unveiled plans to quadruple its gross revenues over the next five years

Apollo Hospitals to gain from hospital growth, digital business breakeven

Apollo anticipates a 140 basis points hit to operating profit margins in FY26 due to new hospitals