Ram Prasad Sahu

Dabur's double-digit Q1FY27 growth must sustain to drive stock rerating

Strong Q1FY27 revenue growth, improving rural demand and healthy international business support Dabur's outlook, but sustained revenue momentum remains crucial for a stock rerating

Dixon, Amber seen as key beneficiaries of PLI 2.0; upside may be limited

Brokerages expect Dixon Technologies and Amber Enterprises to benefit from the Centre's new electronics manufacturing incentives, though margin gains for Dixon may be lower than under PLI 1.0.

L&T Technology Services leads ER&D pack as Tata Elxsi stumbles in Q1

Healthy growth and margin gains contrast with rising cost pressures and weaker profitability

Cautious outlook for HCLTech despite strong deal pipeline, execution

Robust bookings, steady execution contrast with conservative revenue guidance

Volume boost, Vivo JV likely to fuel Dixon Technologies' growth

The approval of Dixon Technologies' Vivo joint venture is expected to lift production volumes, while backward integration and export opportunities could support margins and earnings growth

Strong volumes, realisations lead to upgrades for Page Industries

Brokerages expect robust demand, premiumisation and price hikes to drive stronger volume growth and realisations for Page Industries in FY27, despite rich valuations

Rental income trajectory of The Phoenix Mills gets a consumption boost

Robust consumption growth, improving office occupancy and healthy hotel performance in the June quarter have reinforced brokerages' positive outlook on The Phoenix Mills

Naukri Q1 strength fuels Info Edge rally, but sustaining momentum is key

Rally has found its wind, but sustained billings growth will keep it on course

Margin expansion remains the key trigger for Nykaa despite strong growth

Nykaa posted its fastest revenue growth in 13 quarters, led by strong fashion sales, but analysts believe sustained margin expansion will be the key driver for the stock

Godrej Consumer Products wins growth sprint; margins set to catch up

Broad-based demand and an overseas rebound lift Q1

Monetisation options may drive Bharti Airtel rerating as growth accelerates

Stock marginally outperformed the benchmarks over the past three months

Indian Hotels well positioned to gain from demand recovery, expansion

Strong domestic travel, higher room rates and an expanding hotel portfolio are expected to drive IHCL's Q1FY27 performance and medium-term growth

Vizhinjam deal triggers next growth wave for Adani Ports and SEZ

The $1.4 billion stake sale in Adani Vizhinjam Port is expected to accelerate cargo volumes, support capacity expansion and strengthen APSEZ's long-term revenue and earnings growth, analysts say

Near-term concerns weigh on Astral's demerger despite long-term positives

Brokerages back Astral's demerger strategy but warn that rising competition, weaker PVC prices and execution risks could weigh on earnings in the near term

Maruti Suzuki on track to sustain market share gains as demand picks up

Maruti Suzuki rallies on strong PV demand, market share gains and easing supply woes, though analysts remain watchful of El Niño's impact on rural demand

Central Bank of India to ONGC: Right time to invest in high payout stocks

High-dividend stocks offer steady income alongside capital appreciation, making them attractive as payout growth and valuations create fresh buying opportunities

New categories, India growth to drive Varun Beverages' revenue trajectory

Asahi tie-up, India growth, Africa expansion and new categories such as dairy, energy drinks and snacks are expected to diversify Varun Beverages' revenues and support long-term growth

Near-term margin concerns may cap gains for Tata Motors Commercial Vehicles

While Tata Motors Commercial Vehicles is targeting higher market share and double-digit margins, concerns over Iveco integration and input costs may limit near-term upside

Expansion, new categories to keep Trent on the growth trajectory

Aggressive store additions, category diversification and an expected recovery in like-for-like growth are expected to support Trent's long-term growth plans

Beyond Naukri, Info Edge's ₹41,300-crore startup portfolio shines

Since 2007, the company has made investments of ₹4,900 crore across 135 startups across sectors