Page 19 - Stock Analysis

Mixed signals after ONGC Q1 nos; what's the best move for investors now?

On a standalone basis, ONGC's gross revenue dropped 9.3 per cent Y-o-Y to ₹32,003 crore, while net profit fell 10.2 per cent to ₹8,024 crore from ₹8,938 crore last year.

Analysts predict up to 38% gains in this defence PSU after Q1; do you own?

HAL posted a 4.11 per cent year-on-year (Y-o-Y) decline in net profit at ₹1,377 crore in Q1FY26, compared to ₹1,436 crore in the same quarter last year (Q1FY25).

Hyundai Motor jumps 5% in two days after Goldman Sachs initiates with 'Buy'

The Hyundai Motor India stock has now risen 4.98 per cent over two days, driven by strong investor sentiment following a bullish initiation report by global brokerage Goldman Sachs.

Hindalco slips 2% after arm Novelis reports Q1 results; read analysis here

Novelis believes this $60 million tariff impact can be mitigated through increased US (local) production, customer pass-throughs, and cost takeout programmes

SBI Q1 beat spurs brokerages' bullish calls; check stock outlook here

On the bourses, SBI share price rose as much as 1.76 per cent to an intraday high of ₹818.75 per share.

When gold slips from crown to a likely millstone for Titan Company

Despite a tough macro backdrop, the domestic jewellery business of Tanishq, Mia, and Zoya grew 17 per cent year-on-year (Y-o-Y), with same-store sales up 12 per cent

Accelerating growth trajectory, margin gains for Godrej Consumer Products

The India business, which accounted for 63 per cent of consolidated revenues, posted a 7.7 per cent growth in revenues

Titan Q1: Brokerages bullish on broad-based growth, watchful on margins

Motilal Oswal retained its 'Buy' rating with a target price of ₹4,150, noting Titan's 25 per cent consolidated Y-o-Y growth and 17 per cent jewellery growth ex-bullion.

Easing commodity prices likely to support margins of Britannia Industries

Despite muted volumes in Q1FY26, brokerages see upside in Britannia's margins as input cost pressures ease and pricing actions continue to support profitability

Trent Q1: Margin gains shine, but here's why analysts are turning cautious

Motilal Oswal noted that while Ebitda growth of ~37 per cent Y-o-Y (a 17 per cent beat) was driven by cost control and scale benefits, revenue growth is showing signs of deceleration.

Britannia readies 'war chest' to take on regional rivals in key states

With a 'war chest' ready, leading bakery food company Britannia Industries is all set to "fight many battles in smaller territories" against regional players that are giving a tough competition to large brands with aggressive pricing and higher margins for distributors. Britannia, which has recently gone for a price increase to fend against the impact of the commodity inflation, is now "in a good place" and ready to spend in the specific territories to compete against small players, said its Vice Chairman & Managing Director Varun Berry in the earnings call on Wednesday. "We are in a good place. We have also been able to create a war chest for ourselves to be able to spend if we need to, in specific territories, specific states, against specific players. So we are going to fight many battles in smaller territories," he said. Britannia, which owns household brands such as MarieGold, Tiger, Nutrichoice,and Good Day, is doing a "specific analysis on each one of these competitors", ..

Strong momentum, new launches to drive gains for realty major DLF

Given the strong start to the year and expectations of healthy sales going ahead, brokerages are positive on the outlook for FY26

Marico top-line outlook strong but margin worries weigh on profits

Despite the pressures on profitability most brokerages expect the company to post a double digit revenue growth and a gradual easing of cost inflation towards the end of the year

Shree Cement Q1: Profit nearly doubles, analysts stay cautiously optimistic

Brokerages offered a mixed yet constructive view on Shree Cement 's Q1 performance, highlighting improved realisations, expanding margins, and long-term growth plans.

Logistics major Delhivery likely to gain from higher volumes, margins

While the core segments did well, the performance in the supply chain services and cross border businesses underperformed due to the exits from unprofitable contracts and weak seasonal demand

Should you stay invested in Tata Power post Q1? Here's what analysts say

Nuvama warned that Tata Power's current solar manufacturing margins may taper in the second half as captive supplies ramp up.

Explained: Why analysts raised Kaynes Tech stock target post Q1 results?

Kaynes Tech shares rose as much as 5 per cent in the intraday trade on Friday, hitting a high of ₹6,483 per share

Dabur shares rise 3% as analysts flag positive outlook post Q1 results

Dabur shares rose 3 per cent after it reported a 2.8 per cent increase in net profit for the June quarter

Tata Consumer may find buffer in margins despite mixed Q1 results

Q1 results fell short of Street estimates. Strong growth in the company's core tea and salt businesses failed to offset the sluggish performance in its growth portfolio, dragging down overall numbers

How Wockhardt's bet on multi-drug resistant infections is paying off

In India, Zaynich will be positioned as a third-line treatment, primarily for ICU patients when other antibiotics have failed