Devangshu Datta

Leadership transition may weigh on GCPL's near-term business outlook

Sudhir Sitapati's sudden exit has raised concerns over execution and strategy, though GCPL has retained its guidance and appointed internal executives to key roles

Naukri, 99acres power Info Edge growth as Q1FY27 operating margins improve

Recruitment billings rose 17.5 per cent year-on-year, while 99acres moved close to breakeven as competitive intensity eased and billings grew 16.5 per cent

Healthy order inflows, margin expansion brighten outlook for Hitachi Energy

Hitachi Energy's order inflows, excluding HVDC, rose 26 per cent Y-o-Y to Rs 5,100 crore, while its order book increased 11 per cent to Rs 32,200 crore in Q1FY27

LIC's improving growth trajectory, VNB margin expansion support outlook

LIC's value of new business rose 61.3 per cent in the June quarter as a shift towards higher-margin non-participating products supported a sharp margin expansion

US vaccine policy risks undermining use of tech to advance medical science

Flaws in US vaccine policy could make it impossible to leverage technology in optimal ways to advance medical science

Higher oil prices lift ONGC Q1, output growth remains crucial for rerating

Higher crude realisations lifted ONGC's Q1 earnings above estimates, but sustained oil and gas production growth remains the key catalyst for any meaningful stock rerating

Fashion segment may drive margin expansion for Nykaa over medium term

Nykaa's Q1FY27 results show accelerating growth, improving margins, and a strong turnaround in its fashion business, driven by premiumisation, AI-led efficiencies, and retail expansion

Eternal leads food delivery and qcom, but Swiggy shows signs of catching up

Eternal leads on market share, profitability and scale, but Swiggy's faster Ebitda growth, improving retention and product innovation could support a valuation re-rating

Recovery in UK/EU, higher volumes could drive upgrades for Tata Steel

India volumes are set to recover as maintenance ends, while improving UK and European operations and a richer value-added product mix could support earnings and valuations.

Bajaj Finance valuations reflect robust Q1 performance and outlook

Strong loan growth, improving asset quality and AI-led efficiencies support Bajaj Finance's outlook, though much of the expected growth appears reflected in valuations

Near-term margin pressure may weigh on Asian Paints despite strong Q1

Strong Q1 margins benefited from inventory gains, but rising raw material costs and elevated crude prices could weigh on profitability in the coming quarters

Further gains for Larsen & Toubro depend on de-escalation in West Asia

Strong order book and healthy guidance support outlook, but sustained easing of geopolitical tensions in West Asia remains key to stronger execution and margin gains

NTPC well placed to benefit from steady power demand, expansion plans

Higher plant load factors, expanding regulated equity and an ambitious capacity addition plan leave NTPC well positioned to benefit from steady growth in power demand

Downgrades on motor business uncertainty to weigh on ICICI Lombard

ICICI Lombard faces pressure from rising motor claims, Supreme Court-related provisions and weak underwriting, prompting expectations of earnings downgrades across the sector

The real debate is not about social media, but the age of personal choice

Social media bans raise a larger question. At what age should society stop regulating life choices and allow people to make their own?

Gains for JSW Energy hinge on renewables execution, debt reduction

JSW Energy delivered a steady Q1, but future gains will depend on timely renewable capacity additions, lower debt, and reduced renewable curtailment

Strong Q1 FY27 for Eternal, market share gains likely for Blinkit

Blinkit's strong order growth, expanding user base and disciplined execution reinforce its leadership in quick commerce, while Eternal's Q1 results beat Street estimates

After strong Q1, prospects remain bright for TVS Motor, Bajaj Auto

Exports, premium motorcycles and electric vehicles drove strong June-quarter earnings, while management commentary points to sustained momentum despite cost pressures

UltraTech well placed to benefit from demand growth despite cost pressures

UltraTech beat Street estimates in Q1FY27, with strong volume growth and stable margins, while management remains confident of sustaining double-digit growth in FY27

Earnings upgrades for ICICI Bank after a healthy June quarter performance

ICICI Bank's Q1 FY27 earnings beat estimates on strong loan growth, higher fee income and lower credit costs, leading analysts to raise earnings forecasts