Ram Prasad Sahu

Ipca's earnings dose gets stronger, but stock upside thins after rally

A strong Q1 and higher FY27 guidance improve outlook

Better execution could help United Breweries reverse revenue, margin lag

To rectify the situation, the company has devised a medium term plan of achieving double-digit revenue growth.

Bluechip valuation slump offers value bets amid weak investor sentiment

The BSE Sensex has fallen 6.8% since the end of September 2025, with its trailing P/E multiple down 10.8%

Robust demand, pricing to keep volumes strong for diagnostics sector

Brokerages expect listed diagnostics majors to maintain volume growth through FY27, helped by stable pricing, B2C demand and operating leverage

Strong growth boost needed for Metro Brands to shed underperformer tag

Growth triggers, new brand partnerships and regulatory tailwinds offer support, but a rerating hinges on stronger volumes and growth rates as valuations remain elevated

Competition, input cost spike to keep Havells' margins under pressure

Rising competition in wires and cables, higher copper and aluminium prices and elevated advertising spending are expected to weigh on Havells India's margins

A capex boom drives defence

The government's indigenisation policy aimed at developing a robust domestic defence ecosystem, has underpinned growth for the sector.

India outperformance, synergy gains to keep Torrent Pharma growth strong

Strong domestic growth, a chronic-heavy portfolio, JB Pharma integration benefits and gains in semaglutide are expected to support Torrent Pharma's near-term performance

Volume recovery, better realisations likely to aid Supreme Industries in Q2

Stabilising PVC prices, channel restocking and demand recovery are expected to support Q2FY27 performance, while the company retains its FY27 volume and margin guidance

Pace of growth recovery key for HUL as it executes its new strategy

HUL is betting on premiumisation, consumption and new categories to drive volume-led growth, but analysts await clarity on the pace and timeline of recovery

Resilient demand to help jewellery retailers maintain growth trajectory

To offset higher gold costs, retailers are focusing on exchange, lower price points

Multiple triggers boost Street view of Lodha, brokerages see upside

Strong launch pipeline, improving balance sheet and potential gains from higher land prices at Palava underpin brokerages' positive outlook on Lodha Developers

Execution, consistent results key to Godrej Consumer Products' rerating

Focus on core categories, innovation and new businesses offers growth potential, but analysts say consistent delivery under the new leadership will be critical

Medium-term gains, valuations may limit downsides for Happiest Minds

Brokerages have a mixed outlook on the stock, with leadership transition a concern, while growth opportunities and reasonable valuations offer support

Gains ahead for LG Electronics after strong Q1 show, positive outlook

Broad-based category growth, premiumisation and localisation support LG Electronics India's outlook, though the recent stock rally has raised valuation concerns

Bosch gains on strong Q1 show as brokerages upgrade earnings estimates

Brokerages have raised Bosch's FY27 earnings estimates by 3-11 per cent after a strong June quarter, while the stock has rallied 17.7 per cent over the past month

Leadership uncertainty to weigh on HDFC Bank stock in the near term

Improving NIMs, which hit record low in Q1, a key medium-term trigger

Balkrishna Industries set to maintain growth edge over tyre industry peers

Strong volume growth in Europe and India is expected to support Balkrishna Industries, while calibrated price increases could help margins recover gradually

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