Page 5 - Stock Analysis

Investors cheer TCS Q1 results as stock jumps 4%; analysts bet on deal wins

TCS reported a 4.61 per cent Y-o-Y increase in its net profit to ₹13,349 crore for Q1 FY27. Its revenue jumped by 13.9 per cent Y-o-Y to ₹72,275 crore.

Rental income trajectory of The Phoenix Mills gets a consumption boost

Robust consumption growth, improving office occupancy and healthy hotel performance in the June quarter have reinforced brokerages' positive outlook on The Phoenix Mills

Naukri Q1 strength fuels Info Edge rally, but sustaining momentum is key

Rally has found its wind, but sustained billings growth will keep it on course

Margin expansion remains the key trigger for Nykaa despite strong growth

Nykaa posted its fastest revenue growth in 13 quarters, led by strong fashion sales, but analysts believe sustained margin expansion will be the key driver for the stock

MCX, BSE shares fall up to 5.5%, extend losses to 4th day; here's why

Over the past four trading sessions, MCX shares have declined nearly 10 per cent, while BSE has fallen around 8 per cent over the same period.

Godrej Consumer Products wins growth sprint; margins set to catch up

Broad-based demand and an overseas rebound lift Q1

Monetisation options may drive Bharti Airtel rerating as growth accelerates

Stock marginally outperformed the benchmarks over the past three months

Trent extends gain to 5th day; Bernstein 'OW', sees Westside driving growth

Bernstein said that while Zudio has dominated Trent's growth narrative over 5 years, Westside still accounts for about 40 per cent of the company's retail area and revenue.

Indian Hotels well positioned to gain from demand recovery, expansion

Strong domestic travel, higher room rates and an expanding hotel portfolio are expected to drive IHCL's Q1FY27 performance and medium-term growth

Vizhinjam deal triggers next growth wave for Adani Ports and SEZ

The $1.4 billion stake sale in Adani Vizhinjam Port is expected to accelerate cargo volumes, support capacity expansion and strengthen APSEZ's long-term revenue and earnings growth, analysts say

Bharti Airtel: Tariff hike key trigger; Morgan Stanley 'OW' for 34% upside

Airtel share price target: Morgan Stanley said the key catalyst for stronger earnings remains a tariff hike, which may be announced in November or December this year.

Near-term concerns weigh on Astral's demerger despite long-term positives

Brokerages back Astral's demerger strategy but warn that rising competition, weaker PVC prices and execution risks could weigh on earnings in the near term

Maruti Suzuki on track to sustain market share gains as demand picks up

Maruti Suzuki rallies on strong PV demand, market share gains and easing supply woes, though analysts remain watchful of El Niño's impact on rural demand

New categories, India growth to drive Varun Beverages' revenue trajectory

Asahi tie-up, India growth, Africa expansion and new categories such as dairy, energy drinks and snacks are expected to diversify Varun Beverages' revenues and support long-term growth

Expansion, new categories to keep Trent on the growth trajectory

Aggressive store additions, category diversification and an expected recovery in like-for-like growth are expected to support Trent's long-term growth plans

Nirmal Bang sees strong re-rating in Jyoti CNC, assigns 'Buy'; stock up 4%

Nirmal Bang believes the company's margin leadership is structural rather than cyclical

Beyond Naukri, Info Edge's ₹41,300-crore startup portfolio shines

Since 2007, the company has made investments of ₹4,900 crore across 135 startups across sectors

Amber's success in smartphone foray depends on localisation, volumes

Analysts see opportunities from localisation and backward integration, but warn that intense competition, thin margins and execution risks could weigh on returns

From Nomura to Emkay: Brokerages decode RIL 49th AGM fine print

RIL stock will re-rate on a continuous basis as key milestones of transition are achieved, starting with the JIO IPO and subsequently the commissioning of 10 GW integrated solar project, analysts said

Bharat Forge to ride on commercial vehicle business, defence deals

The stock advanced 7% over the past month, outperforming the Nifty 50