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Weak rupee, higher fuel costs, Iran war weigh on IndiGo's FY27 outlook

Geopolitical tensions, rising crude prices and rupee depreciation prompt brokerages to cut IndiGo's earnings estimates for FY27 despite stable demand outlook

Higher crude oil prices, uncertainty weigh on commercial vehicle sales

Surging crude prices and geopolitical tensions weigh on commercial vehicle demand outlook, even as strong freight activity supports near-term growth in volumes

Execution, valuations could reverse Trent's fortunes despite pressures

Weak same-store sales, rising competition, muted discretionary demand weigh on sales

West Asia conflict impact: A peek into the biggest losers on bourses

West Asia conflict triggers sharp sell-off in Indian markets, with realty, banking and auto stocks leading losses amid energy shock fears

West Asia conflict likely to dent Q4 earnings of listed hotel majors

Geopolitical tensions may hit foreign tourist inflows, affecting occupancies and room rates even as domestic demand stays resilient; outlook hinges on conflict duration

Iran war: Auto earnings at risk as demand sputters, margin worries mount

Rising input costs, export risks to the Middle East and fears of gas supply disruptions weigh on Indian auto stocks amid the escalating Iran conflict

HKC JV approval removes overhang, may boost Dixon Technologies' margins

Dixon Technologies shares surged after MeitY approved its joint venture with HKC Overseas to manufacture display modules, with analysts expecting improved margins and value addition

Supply disruption, high input costs likely to hit fertiliser companies

Agrochemical stocks fell sharply as tensions in West Asia threatened supply chains and raised raw-material costs, with analysts warning of higher fertiliser prices, subsidy needs and margin pressure

Bharat Forge stock rides global truck demand rebound, defence spend boom

Bharat Forge hits record highs as recovery in global CV demand, rising shale drilling activity and strong defence orders power growth outlook

Sentiment shift: Earnings upgrade to downgrade ratio improved after Q3

There are hopes of a turnaround in overall corporate earnings after six quarters of single digit growth

Crude oil prices, competition likely to dull paint makers' margins

Paint stocks slipped in FY26 Q3 as weak decorative demand, intense competition and rising crude oil prices outweighed hopes of a volume-led recovery

Holding company discount, debt are a drag on agro firm UPL restructuring

UPL shares tumble after rejig; brokerages flag holding company discount and limited value unlocking amid persistent debt overhang

Premium portfolio, strong Q3 results boost outlook for Marico stock

Marico's strong Q3 performance, rising premium product share and steady volume outlook have lifted investor sentiment, though volatility in Copra and risks abroad remain key concerns

Ola Electric hit by volume slump, market share loss as Q3 revenue plunges

Ola Electric's Q3FY26 revenue fell 55% amid a steep drop in scooter volumes, triggering a 7% slide in its stock as brokerages flagged prolonged turnaround risks and ongoing market share erosion

Strong Q3 show, trade deals drive gains for auto-component stocks

Segment has outperformed the Nifty Auto index so far this year

Jubilant FoodWorks' gains depend on growth uptick, margin expansion

Jubilant FoodWorks beats Q3FY26 expectations, but stock gains depend on sustained same-store sales growth and operating margin expansion

Dixon Technologies valuation reflects headwinds amid demand slowdown

Despite muted Q3 performance, higher input costs and uncertainty over the Vivo joint venture, Dixon Technologies' valuation factors in multiple headwinds, with brokerages divided on outlook

Nykaa's revival rests on more than just growth, focus shifts to margins

Sustained margin expansion will shape the durability of its comeback

New launches to keep growth momentum healthy for Sun Pharma stock

Strong Q3 results and relief from lower US reciprocal taxes lift Sun Pharma shares, prompting brokerages to upgrade earnings outlook and target prices

New product launches to keep growth momentum healthy for Sun Pharma

Strong Q3 performance and a steady pipeline of new launches are expected to support Sun Pharma's growth outlook, with brokerages upgrading the stock