Ram Prasad Sahu

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

Amber's success in smartphone foray depends on localisation, volumes

Analysts see opportunities from localisation and backward integration, but warn that intense competition, thin margins and execution risks could weigh on returns

Bharat Forge to ride on commercial vehicle business, defence deals

The stock advanced 7% over the past month, outperforming the Nifty 50

Multiple growth drivers could keep Polycab rally going despite valuations

At current price, company is trading at a steep 47 times its FY27 earnings

Defence firms seen posting healthy FY27 growth on strong orders

Record defence production and exports, coupled with strong order books and improving execution, are expected to support healthy growth for defence companies in FY27

Coforge's $5 bn growth sprint hinges on Encora acquisition, big deals

Coforge aims to double revenue to $5 billion by FY30, banking on Encora integration, large deals and AI-led growth to sustain momentum

HCL Tech's gains from Sarvam AI bet hinge on execution and scale-up

Brokerages see strategic benefits from HCL Tech's investment in Sarvam, though long-term returns will depend on the AI firm's ability to scale and execute effectively

India business, margins remain key growth drivers for Torrent Pharma

The stock delivered higher returns than the benchmark Nifty Pharma over the past year

Outlook on PI Industries cautious even as Japan partner raises estimates

Kumiai Chemical's earnings revision highlights strong demand for pyroxasulfone, but concerns over generic competition and weak earnings growth keep analysts cautious on PI Industries

Q4 scorecard: NBFCs top performers, cyclicals lead in earnings growth

Krishna Kant & Ram Prasad Sahu delve into the earnings of the 10 biggest sectors in Q4FY26

Near term headwinds for plastic pipe makers after a strong Q4 show

PVC price swings, muted rural demand cloud near-term outlook

Demand woes may pull hotel occupancies down amid West Asia crisis

Analysts expect room rates to improve in the upcoming quarters as the impact of the West Asia crisis may normalise

Bata's earnings outlook remains uncertain despite Q4 sales improvement

Brokerages cut Bata India earnings estimates as weak margins and slow volume growth overshadow improving demand and revenue momentum

New launches, India business growth key triggers for Zydus Lifesciences

Strong domestic growth, an expanding specialty portfolio, acquisitions and a robust product pipeline are expected to support Zydus Lifesciences' performance in FY27

Demand brightens the outlook for paint majors on strong Q4 performance

Strong demand, premium product mix and easing competition boosted paint makers' March-quarter performance, though the impact of price hikes on future volumes remains a key monitorable

Easing competition, volume recovery positive for Berger Paints stocks

Shares of Berger Paints India surged after strong Q4 earnings, with brokerages turning bullish on easing competition, double-digit growth prospects and improving margins in FY27

100 years on, Bajaj Group begins to build anew for India's future growth

Bajaj Group's centenary is less a celebration than a pivot into healthcare, electric mobility and the AI age

Bajaj Electricals looks to close growth gap with FMEG peers from FY27

In the centenary year marking the inception of Bajaj Group as a business house in Mumbai, Chairman Shekhar Bajaj speaks about the journey and the road ahead for Bajaj Electricals