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The Compass

Data centre execution, exports revival key triggers for Cummins India

Cummins India

FY26 revenue grew 18 per cent Y-o-Y to ₹12,140 crore. Gross margins, which contracted in Q4, were up 60 basis points Y-o-Y to 36.8 per cent in FY26

Market Voice

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Global investors still under-allocated to emerging mkts: Candace Browning

Candace Browning, head of BofA Global Research,

BofA's Candace Browning sees inflation, central bank policy, AI, and India's market outlook as the key forces shaping global investments

Market Lens

Earnings downgrades to pick up; market rally to be short-lived: Bernstein

corporate earnings

Against this backdrop, Bernstein has trimmed exposure to consumption-downgrading staples and autos to Underweight given inflation headwinds, limited policy support.

Industry Report

Nifty FMCG index sheds 2%; Dabur slips 4%; ITC, Britannia hit 52-week lows

In the past one month, the FMCG index has underperformed the market, by falling 5 per cent, as against 2.3 per cent decline in Nifty 50.

Stocks that are trending in Food industry

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