 "Devangshu Datta")
Devangshu Datta
Devangshu Datta
Devangshu Datta, an internationally rated chess and bridge player, is a seasoned writer and columnist with extensive experience covering diverse topics such as finance, technology, science, and sports. Known for his analytical approach and clear writing style, Datta has contributed to several leading publications, including Business Standard, The Economic Times, The Telegraph, and Outlook. He also serves on the editorial board of Business Standard.
Devangshu Datta, an internationally rated chess and bridge player, is a seasoned writer and columnist with extensive experience covering diverse topics such as finance, technology, science, and sports. Known for his analytical approach and clear writing style, Datta has contributed to several leading publications, including Business Standard, The Economic Times, The Telegraph, and Outlook. He also serves on the editorial board of Business Standard.
Devangshu Datta
Post Q4 beat, analysts upbeat on Grasim Industries' future outlook
Grasim Industries beat Street estimates in Q4FY26, aided by strong growth in paints, VSF and B2B businesses, with analysts remaining positive on prospects
 "Post Q4 beat, analysts upbeat on Grasim Industries' future outlook")
Strong Q4 lifts OMC stocks, though FY27 outlook remains uncertain
IOC and HPCL reported robust March-quarter earnings, but rising crude prices, LPG under-recoveries and geopolitical risks continue to cloud the outlook for FY27
 "Strong Q4 lifts OMC stocks, though FY27 outlook remains uncertain")
PowerGrid's long-term prospects stay healthy on strong order visibility
FY26 capex was Rs 39,900 crore while capitalisation stood at Rs 28,200 crore, beating guidance for capex of Rs 35,000 crore and capitalisation of Rs 25,000 crore
 "PowerGrid's long-term prospects stay healthy on strong order visibility")
Better execution can push up Hindustan Aeronautics stock to higher altitude
Analysts stay bullish on HAL despite weak Q4 as strong order pipeline supports outlook
 "Better execution can push up Hindustan Aeronautics stock to higher altitude")
Macro challenges may make Tata Motors Passenger Vehicles' drive bumpy
EVs have a quarterly run rate of 24,000 units (Q4 volumes were 27,000 units). Management targets 10,000 units per month
 "Macro challenges may make Tata Motors Passenger Vehicles' drive bumpy")
Deja vu? Past oil shocks have led to political, economic crises in India
Even assuming the Strait opens by June, the damage implies global oil supply will peak at 102.2 mb per day in 2026
 "Deja vu? Past oil shocks have led to political, economic crises in India")
Pace of new product launches, filings key for Cipla's future growth
Strong India and Africa growth partially offset weakness in North America as Cipla focuses on respiratory launches and regulatory filings
 "Pace of new product launches, filings key for Cipla's future growth")
Vivo JV, export push seen driving Dixon Technologies growth despite risks
Dixon Technologies expects export growth, speciality EMS expansion and the proposed Vivo joint venture to support earnings amid margin pressures and weak demand
 "Vivo JV, export push seen driving Dixon Technologies growth despite risks")
Strong domestic demand could ease war's impact for Indian Hotels
Strong domestic travel demand helped IHCL offset West Asia conflict impact, with Q4 revenue rising 14% and occupancy levels remaining robust
 "Strong domestic demand could ease war's impact for Indian Hotels")
Strong orders cushion ABB as margin recovery remains key concern
ABB reported strong order inflows in Q1CY26, but margins remained under pressure due to higher raw material costs, forex volatility and slower execution
 "Strong orders cushion ABB as margin recovery remains key concern")
Diversified portfolio positive but factored into Bharat Forge valuations
Aerospace exports were strong, high-horsepower engines were stable, and the oil and gas segment was weak
 "Diversified portfolio positive but factored into Bharat Forge valuations")
Demand outlook positive, but costs remain a concern for Shree Cement
Shree Cement reported robust Q4FY26 volume growth and improved realisations, but rising fuel, freight and packaging costs could pressure margins in FY27
 "Demand outlook positive, but costs remain a concern for Shree Cement")
Iran conflict disruption weakens L&T's H1FY27 outlook after soft Q4
L&T reported weaker-than-expected Q4 FY26 results and warned that disruptions linked to the Iran conflict could weigh on execution and growth in H1FY27
 "Iran conflict disruption weakens L&T's H1FY27 outlook after soft Q4")
Valuations, execution concerns ahead for BHEL despite strong Q4 growth
BHEL's strong Q4FY26 performance and robust order book are offset by concerns over valuations, execution challenges, and sustainability of margin gains
 "Valuations, execution concerns ahead for BHEL despite strong Q4 growth")
Higher input costs, price hikes likely to play spoilsport for HUL
HUL beats estimates on cost control and strong volume growth, but margin pressures from rising input costs may trigger further price hikes ahead
 "Higher input costs, price hikes likely to play spoilsport for HUL")
An AI-driven efficient economy could also end up eliminating all demand
New technology goes mainstream and translates into huge improvements in human development indicators
 "An AI-driven efficient economy could also end up eliminating all demand")
Growth, profitability gains seen ahead for Shriram Finance in FY27
Strong Q4FY26 performance and capital infusion boost outlook for Shriram Finance, with steady margins and loan growth expected despite asset quality concerns
 "Growth, profitability gains seen ahead for Shriram Finance in FY27")
Higher growth, asset quality boost keep analysts bullish on Bajaj Finance
Strong growth, improving asset quality, and falling credit costs keep analysts bullish on Bajaj Finance despite selective portfolio pruning and macro risks
 "Higher growth, asset quality boost keep analysts bullish on Bajaj Finance")
Eternal's stock hinges on delivering robust guidance amid growth push
Eternal reported modest Q4 growth but strong guidance, with execution on Blinkit expansion and margins seen as crucial for sustaining stock performance
 "Eternal's stock hinges on delivering robust guidance amid growth push")
UltraTech Cement remains on a concrete growth path amid strong Q4 show
Strong Q4 performance, rising margins and aggressive capacity expansion plans position UltraTech Cement to sustain growth, aided by robust demand outlook and cost discipline
 "UltraTech Cement remains on a concrete growth path amid strong Q4 show")