Page 33 - Stock Analysis

JM Financial initiates coverage on ITC Hotels, sees 12% downside: Check why

JM Financial highlighted that ITC Hotels has delivered a 22 per cent CAGR in Ebitda over FY23-25, driven by strong RevPAR growth

Near-term concerns will weigh on Samvardhana Motherson's profit margins

Going ahead, brokerages expect pressure on margins due to demand pressures and increased costs

Higher input costs likely to hit near-term margins of United Spirits

United Spirits' revenue grew in the June quarter, driven by volume growth, but margins were hit by higher advertising and promotional costs. Brokerages see price correction as a potential opportunity.

Ahluwalia Contracts falls 3% after Q1; buy, sell or hold? Analysts suggest

Ahluwalia Contracts' share price was trading 2.7 per cent lower at ₹927 per share on the NSE after the company reported lower-than-estimated numbers in Q1FY26

Jubilant FoodWorks' dough keeps rising while rivals go half-baked

Driven by Domino's Pizza, standalone revenue rose 18 per cent year-on-year (Y-o-Y). Orders grew 17.3 per cent, with like-for-like sales up 11.6 per cent

Varun Beverages' growth hinges on recovery; outlook stays positive

Net profit of the beverage major was up 5 per cent year-on-year (Y-o-Y) though sales slipped 2 per cent and operating profit was flat

Zydus Lifesciences' Q1 dose lifts vitals, but outlook stays fragile

April-June Qtr beat offsets some caution, yet US headwinds cap upside

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