Devangshu Datta

Debt reduction, JV benefits with JFE seen as positives for JSW Steel

JSW Steel's BPSL restructuring and its 50:50 JFE JV signal major deleveraging and a cleaner structure, adding tech benefits even as consolidated operating profit is expected to moderate

Valuations factor in revenue growth, margin expectations for Hitachi Energy

Hitachi Energy India posted strong Q2FY26 margins and revenue on a solid order book and export demand, but HVDC's long gestation and rich valuations may cap gains despite an upbeat outlook

Loan growth, profitability seen improving for public sector banks

Public sector banks are poised for improved credit growth, lower stress costs and stronger profitability as margins stabilise and policy support boosts lending momentum

Near-term margins for cement companies to remain under pressure

Weak Q3 pricing persists despite Y-o-Y profit gains, as aggressive capacity expansion overshadows near-term demand

Lower pipeline tariff hike likely to weigh on GAIL's earnings outlook

PNGRB's lower-than-expected tariff hike has dampened sentiment around GAIL, with analysts expecting only modest earnings support even as transmission volumes

Raspberry to Banana: How a group of women officers' jugaad changed WW-II

How a key battle was won by by jugaad - not technological superiority

Lower credit costs may drive more gains for SBI Cards and Payment Services

SBI Cards is expected to benefit from easing credit costs and improving asset quality, with rising spends and better portfolio performance likely to support stronger growth ahead

Steel prices may stabilise in Q4FY26 as demand rises despite imports

Global oversupply and Chinese exports continue to weigh on prices, but strong domestic demand and expected duty support could help stabilise Indian steel prices by the final quarter of FY26

Further scope for revenue growth and margin gains for Siemens Energy

The gross margin improved 100 basis points (bps) Y-o-Y to 35.6 per cent, while operating profit margin came in at 18.1 per cent, lower than the previous three quarters

Incremental gains, stable demand may drive growth for India's IT sector

India's IT sector is showing signs of stabilising demand, improving deal momentum and rising AI-led productivity, with analysts turning modestly positive on earnings as firms regain confidence

Strong guidance positive for Shriram Finance on robust Q2 performance

Shriram Finance delivered a better-than-expected Q2FY26, with stronger margins, stable credit costs, and improving vehicle and MSME trends, supporting a confident outlook for the rest of the year

Cummins India on track for strong FY26 show despite near-term concerns

A lumpy hyperscaler project lifted growth and margins, though management cautions that similar orders may not repeat and exports could soften

Valuation downgrades may keep ABB under pressure amid weak orders

Weak order inflows, margin strain and prolonged QCO-related friction are prompting analysts to trim estimates and flag valuation risks for ABB

Oil India's Q2FY26 results disappointed, but downside may be limited too

OIL's oil and gas production was 13-14% lower than guidance in FY25, and recovery did not come in the first six months (H1) of FY26

Pick-up in private capital expenditure critical for more gains in Siemens

Siemens posts mixed Q2FY26 results with strong mobility and smart infra growth, softer margins and below-estimate order inflows amid demerger-related adjustments

Gold-price volatility likely to cap gains for Muthoot Finance's stock

Muthoot Finance posted robust Q2FY26 earnings driven by higher gold prices and strong AUM growth, but analysts flag risks from yield pressure, NIM compression and regulatory uncertainty

Can digital twinning find transformative solutions for our problems?

Most physical processes are very complex, however, and this sort of modelling can require billions of calculation

Worst may be over for Asian Paints, but prospects still far from bright

Volume growth in low double digits and lower raw material costs lifted margins for Asian Paints, though management remains cautious amid intense rivalry and extended monsoon impact

ONGC's lower realisations, slow production ramp-up keep brokerages cautious

Though ONGC's Q2FY26 results met expectations, analysts remain cautious amid weaker crude realisations, delayed production ramp-up, and trimmed output guidance for FY26 and FY27

Lower growth guidance and MSME loan stress weigh on Bajaj Finance

Stress in consumer loans may be reducing as collections are improving in the rural B2C segment