Ram Prasad Sahu

Titan's Q2 sales miss masks healthy underlying consumer demand story

Festival shift weighs on sales; better mix supports margins

Strong revenue growth powers GCPL's Q2 show, margins remain in focus

GCPL expects high-teens revenue growth and double-digit Ebitda growth in Q2FY27, but commodity inflation and higher investments could keep margins under pressure

DMart needs consistent growth metrics to support premium valuations

Revenue growth improved in Q2FY27, but inconsistent same-store sales, rising quick-commerce competition and premium valuations remain key concerns for DMart

CDMO players to maintain outperformance on multiple growth triggers

Divi's Laboratories remains the top pick for most brokerages in this segment, even as valuations turn rich after the sharp rally

New launches, chronic portfolio to maintain growth for Zydus Lifesciences

Strong domestic formulations, chronic therapies, new US launches and a complex-product pipeline have supported the rally, though valuations now stand above historical averages

Tracking the outliers: 10 stocks zoom ahead amid weak and volatile markets

Just about 38% of BSE 500 stocks have delivered positive returns in the past year

Indus Towers looks to catch next growth signal on India, Africa expansion

Brokerages see growth improving as Vodafone Idea steps up network spending and Indus Towers expands into Africa, with higher dividends expected from FY27 onwards

Kajaria Ceramics eyes volume recovery, steady margins on stronger demand

Strong FY27 growth guidance, revival in the project segment and brownfield expansions are positives, while competition from Morbi players remains a key downside risk

Expanding innovative portfolio may drive gains for Sun Pharma stock

Lerodalcibep licensing deal, growth in the US portfolio and tariff relief offer triggers, while the proposed Organon acquisition could broaden its global reach

Muted demand, higher oil prices to cloud paints sector outlook in near term

Dealer destocking, muted premium demand, rising crude-linked costs and sustained competitive intensity could keep near-term volume growth under pressure

Dr Lal PathLabs expands advanced diagnostics portfolio with genomics buy

The ₹168 crore acquisition of a 70 per cent stake in SN Genelab is expected to strengthen Dr Lal's genomics expertise and broaden its advanced diagnostics portfolio

Sales growth, management continuity positive for Vishal Mega Mart

Double-digit same-store sales growth, expansion plans and margin gains offer support, while promoter stake sales and competitive pressures remain key overhangs

Adani Ports may outperform on volume, profit growth expectations for FY27

Volume recovery, port capacity expansion and diversification into logistics and marine services could support growth, stock trades at around 23 times FY28 earning

Multiple growth triggers ahead for Aurobindo Pharma as outlook stays strong

Respiratory launches, CDMO expansion and strong US and European businesses are key growth drivers; the stock trades at just under 16 times estimated FY28 earnings

Robust demand, stable pricing to keep diagnostics volumes strong in FY27

Brokerages expect diagnostic majors to sustain volume growth through FY27, aided by robust demand and stable pricing, though the recent stock rally may cap upside

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