Here's what leading brokerages expect from India Inc. in Q1-FY27 and a deep dive into expectations across companies in the frontline sectors.
Market outlook: Nifty, Bank Nifty likely to extend gains, says Jatin Gedia of Teji Mandi. The analyst recommends buy on AU Bank, Exide Industries and Ramco Cements.
On-going escalation of the Iran-Israel-US conflict tends to spike global crude oil prices, which in turn drive up petcoke and diesel prices, affecting cement manufacturers margins, say analysts.
The Ramco Cements Ltd on Monday reported an over two-fold jump year-on-year in its consolidated net profit at Rs 385.63 crore in the December quarter of FY26, helped by improvement in cement prices and operational efficiencies. The company posted a net profit of Rs 181.58 crore during the October-December quarter of the previous fiscal, according to a regulatory filing by The Ramco Cements. Revenue from operations was up 6.16 per cent to Rs 2,105.68 crore in the December quarter of FY26. It was at Rs 1,983.45 crore in the corresponding period of the previous fiscal. "During Q3 FY26, the cement sale volume is 4.43 million tonnes, compared to 4.28 million tonnes in Q3 FY25 with a growth of 4 per cent," the company said in its earnings statement. The construction chemical business registered a sale volume of 1.54 lakh tonnes for Q3FY26 as against 0.86 lakh tonnes during Q3FY25, registering a growth of 79 per cent. "The overall sale volume for the current quarter has increased by 5 pe