Ram Prasad Sahu

When midcaps blinked: A year of sharp reversals and what lies ahead

A stalled index masked stock-level swings across sectors. Krishna Kant & Ram Prasad Sahu identify the biggest movers of 2025

Retail segment likely to weigh on RIL's Q3 show even as Jio, O2C shine

RIL's Q3FY26 earnings may be a mixed bag, with weakness in the retail business likely to offset strong performance in Jio and refining-led gains in the O2C segment

Chinese policy shift likely to aid domestic plastic pipe companies

The Chinese finance ministry has recently announced the removal of value-added tax (VAT) export rebates on suspension PVC (SPVC), which will be effective from April this year

Eternal's growth rate, risk-reward make it the preferred qcom bet

Competitive pressure in quick commerce to intensify in 2026

Revenue miss in Q3 to keep apparel retail major Trent under pressure

The company reported a 17 per cent year-on-year (Y-o-Y) growth in sales for the quarter, which was below Street estimates

Competition, pace of store additions to keep DMart under pressure

Intensifying competition and slower new-store openings are squeezing India's retail heavyweight

Value over volume to drive jewellery growth in H2 amid higher gold prices

December quarter results for the sector are expected to be in similar lines to the September (Q2) quarter

Acquisitions, order book to drive growth for Samvardhana Motherson

Samvardhana Motherson stock is up 17 per cent from November lows as brokerages point to the AutoElectric acquisition talks, rising content per vehicle and an $87 billion order book

Tyre stocks to ride demand, margin tailwinds; global risks may bite

But global uncertainties triggered by US tariffs and geopolitical tensions may put the brakes on, say brokerages

RVNL, IRFC, IRCTC: Railway stocks rally up to 12% in trade; here's why

Railway stocks surged after the Indian Railways implemented a revised passenger fare structure which marks the second fare hike in the 2025-26 financial year

Stellar & disappointing stocks of 2025: leaders fall, laggards rise

Some stocks that rallied last year have been among the biggest laggards of 2025, while many underperformers have emerged as winners

Margins, valuation hurdles for Eicher Motors despite strong volume gains

Royal Enfield's growth was primarily driven by the strong demand for Bullet 350 which saw a volume gain of 59 per cent Y-o-Y on a YTD basis

Volume, margin concerns likely to weigh on beer maker United Breweries

In the September quarter, the company's gross margins shrunk 104 basis points year-on-year to 42.8 per cent on account of an adverse product mix and inter-state transfer

Q3 sales recovery, easing costs to drive gains for Godrej Consumer Products

Emkay Research points out that GST cuts have boosted consumer sentiment, and growth benefits are likely to be visible going ahead

Consumption momentum, new assets support Phoenix Mills' stock gains

Strong consumption growth, improving occupancies and a healthy pipeline of new assets are supporting Phoenix Mills' stock, prompting brokerages to upgrade earnings estimates

ARPU gains, premiumisation to support Bharti Airtel's valuations

Lower capex, customer upgradation among the major drivers for the stock

Chemical segment uptick to improve H2 growth for chemicals maker SRF

Based on global chemical firms' outlook, analysts expect SRF to continue to benefit from strong volume-led recovery in agrochem globally, resilient R32 demand & modest demand growth outlook

Global headwinds may hit growth prospects of auto parts suppliers

Mutual funds redirect record inflows to fuel IPO boom, hitting 25-year high in new listings while selling bank and pharma stocks

Costs and capacity cuts prompt downward revision of IndiGo's FY26 profits

Operational disruptions, higher pilot costs and softer yields hit sentiment

Synergy gains from stake purchase positive for pharma major Biocon

Brokerages say Biocon's move to fully acquire Biocon Biologics simplifies structure and unlocks value, but near-term stock pressure likely due to dilution and fundraising