Compass

UK's Compass plans to increase India staff as GCCs continue driving growth

The caterer is focusing on global capability centres (GCCs), which were over half its new clients last year, as multinationals expand in India for finance, tech, and R&D talent

New launches, electric vehicles thrust positive triggers for Hero MotoCorp

Hero MotoCorp's (HMCL) June '25 sales grew 10 per cent Y-o-Y to 556,000 units in a positive surprise but Q1FY26 volumes were down 11 per cent Y-o-Y

Strong growth to keep valuations of EMS majors at elevated levels

EMS sector expected to grow 25% annually till FY28 as order books expand and capex ramps up; high-margin orders and policy support sustain premium valuations

Capacity expansion likely trigger for Hindalco Industries' stock

The scenario for Hindalco and its US subsidiary Novelis is promising although Novelis has been impacted by tariffs

Strong mkt leadership, robust demand should help IndiGo stock gain altitude

India is expected to see close to 10 per cent CAGR in passenger volumes over next two-three years and it is among the lowest penetrated markets per capita despite being the third-largest

Zee Entertainment gains depend on advertising revenue recovery, fund usage

While 25 per cent of the warrant price is to be paid upfront, the balance 75 per cent is to be paid on conversion

Increased fresh order inflows key to the growth of construction companies

Some of the key award recipients in May included DR Agrawal Infracon (₹4,100 crore), Larsen&Toubro (₹ 3,800 crore), NCC (₹2,500 crore) among others

Cummins India's growth engines should continue to deliver in FY26

Despite modest Q4 revenue growth, Cummins India expects double-digit growth in FY26 on the back of robust domestic demand, CPCB 4+ tailwinds, and export recovery

Weaker margins cast a shadow on Info Edge despite segmental growth

Higher spends to keep Info Edge margins under pressure

Diversified portfolio, market share to drive asset growth for HDFC AMC

Industry SIP flows of Rs 78,330 crore in Q4FY25 contributed to active equity and hybrid inflows of Rs 1.042 trillion

Diversified EPC players well placed in March qtr on strong capex momentum

There are also signs of capacity enhancements by large conglomerates which may translate into business for engineering and construction

Coromandel, Paradeep to gain from hike in subsidy rate for fertilisers

Broadly operating profit per tonne may increase by between ₹1,000-2,000 for affected companies

Trent: Still a pricey bet on fast fashion retail, stays in top picks

The stock was trading at a trailing price-to-earnings (P/E) multiple of nearly 200 times at the end of September 2024, one of the highest among large-cap stocks

Clear sky ahead: IndiGo set to gain further altitude in the long-run

IndiGo leads with its operational metrics, including on-time performance, aircraft utilisation, and cost efficiencies such as a fuel-efficient fleet and streamlined network optimisation

With stock 15% down since Feb, margin concerns ahead for United Breweries

The alcoholic beverages segment saw some demand in Q3FY25, driven by the festive season, and the reopening of the Andhra Pradesh market

Despite lower FY26 estimates, Street remains bullish on AMC stocks

Such a trend of pessimism would show up as lower inflows to mutual funds, including lower SIP inflows

Varun Beverages' stock correction overdone; growth prospects strong

The Street believes that the correction is overdone and that the company has multiple growth opportunities in India and the African market

Growth and margin woes likely to keep a lid on LTI Mindtree stock

The October-December quarter (Q3) of FY25 record deal-intake of $1.68 billion (up 29 per cent quarter-on-quarter or QoQ) could aid growth in Q4FY25

Strong volume recovery likely to drive upgrades for Coal India's stock

NCL is the third largest subsidiary with sales of 138 million tonnes in FY24, contributing 18 per cent of CIL's total sales volume

Slow margin recovery likely to remain a headwind for LTIMindtree

Reversal of furloughs, continued strength in the BFSI vertical and ramp-up of deals will be the key drivers for growth in Q4FY25