Compass

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

Near-term worries for Tata Elxsi stock on weak transportation outlook

Key deal wins during the quarter included an offshore development centre set up for Suzuki Motors to accelerate software development for the next generation

FMCG major Dabur faces continued margin pressures, growth challenges

Many analysts have downgraded growth and margin expectations in response to the update

Rising competition putting pressure on stocks of Avenue Supermarts

While the earlier QCom players offered a price advantage to DMart, Flipkart Minutes and Amazon Tez are slightly below DMart on price, while pushing QCom convenience

Valuations and margin moderation likely to cap upsides for Colgate

The company's focus on driving premiumisation in oral care and building the personal care portfolio could drive long-term performance, says the brokerage

Premium focus, margin rise to drive profits for appliance maker Crompton

Channel expansion initiatives and new launches aided the growth in mixers and grinders which are part of the small domestic appliances segment

Strong Q2 performance, growth outlook drive gains for Info Edge stock

In its pre-quarter update, Info Edge had already disclosed a 14.3 per cent Y-o-Y growth in standalone billings, highest in the last 6 quarters