Ram Prasad Sahu

Multiple challenges ahead for Varun Beverages as it eyes alcobev market

The move opens a larger addressable market but analysts see state-level regulatory complexity, limited distribution synergies and weak near-term earnings contribution

Dabur lacks major triggers though valuation comfort limits downside risk

FMCG major targets double-digit revenue growth and gradual margin expansion in FY27, but commodity inflation, monsoon risks and uneven demand recovery remain concerns

OHL merger earnings accretive, expands IHCL's presence in South India

The all-stock merger will add seven hotels with 825 keys to IHCL's portfolio, simplify the group structure and strengthen its presence across South India

Page Industries gains hinge on volume growth as margin pressures persist

Page Industries has retained its double-digit volume growth guidance for FY27, but elevated raw material costs and premium valuations could limit near-term gains

Sharp Q1 gains may not last for chemicals sector as input costs rise

Brokerages believe select firms will continue to benefit but upside for others may reverse in Sept quarter

New businesses, premiumisation to drive revenue growth at CG Consumer

Crompton targets 13-14% annual revenue growth over FY26-29 and aims to double revenue by FY31, aided by premiumisation, new categories and expansion of adjacencies

New launches, innovative portfolio set to drive gains for GSK Pharma stock

Brokerages expect strong near-term growth on traction in innovative products and new launches, though some see limited upside after the stock's recent outperformance

Growth, margin recovery ahead for Jubilant FoodWorks as demand improves

Improving Domino's India demand, strong growth at Popeyes and better execution are expected to support revenue growth and margin recovery in the September quarter

Volume growth, margin recovery to support gains for Ashok Leyland

Ashok Leyland expects robust volume growth in the near term and margin recovery from Q3FY27, aided by price hikes, cost controls, replacement demand and market-share gains

Rising raw material costs may weigh on Pidilite's near-term margins

Strong revenue growth and lower fixed-cost inflation aided the June quarter, but higher VAM prices are expected to push operating margins towards the guided 20-24 per cent range

Brokerages bullish on Apollo Hospitals, Max Healthcare post good Q1

Profits exceeded estimates; growth outlook healthy

Margin pressures at Tata Motors PV may offset strong India demand outlook

Strong domestic volume growth and new launches support Tata Motors PV's outlook, but raw material inflation and headwinds at JLR could keep near-term margins under pressure

Margin worries weigh on logistics major Delhivery's strong growth outlook

Though margins were hit in Q1, the company expects its key segments of express parcel and part-truckload, or PTL, to post margins in the 16-18 per cent range over the next two years.

Indian Hotels, Tata Steel among key picks in Tata group for Jefferies

Jefferies favours Indian Hotels, Tata Consumer, Tata Steel and Voltas, while remaining cautious on TCS, Tata Motors Passenger Vehicles and Tata Power

Titan, Trent lead in Q1, outlook mixed for top Tata group companies

Stocks could remain under pressure in near term owing to uncertainty around succession, believe analysts

Medium-term growth outlook remains healthy for Bharat Forge stock

Brokerages expect growth to strengthen in the second half of FY27, supported by defence order execution, recovery in Class-8 truck demand and domestic CV momentum

Demand growth, execution likely to drive Titan's outperformance

Titan's robust June-quarter performance and growth outlook have prompted earnings upgrades, with jewellery demand, market-share gains and execution supporting prospects

Hero MotoCorp sales volume may stay in fast lane despite cost pressures

But near-term margin pressurea major concern, analysts reckon

Healthy order book, new biz growth to drive gains for Samvardhana Motherson

Samvardhana Motherson shares climbed over 9% after reporting strong June quarter earnings, with brokerages raising target prices on robust growth prospects

Premiumisation, tariff hikes expected to sustain Airtel's earnings momentum

Strong ARPU growth, subscriber additions and a robust Africa business support Airtel's outlook, while brokerages expect premiumisation and tariff hikes to drive earnings