The Compass

Street stays bullish on Sun Pharma despite mixed Q2, earnings downgrades

Analysts remain positive on Sun Pharma despite slower US and speciality growth in Q2FY27, supported by strong domestic sales, though near-term earnings estimates have been cut.

Recovery in retail growth, margins key triggers for Reliance Industries

Near-term earnings upgrades are being driven by the strong O2C business, but a recovery in retail growth and profitability remains crucial for Reliance Industries' stock performance

Growth uptick, improving margins may help sustain gains for Trent stock

Trent's Q2FY27 revenue rose 22.5 per cent, while EBITDA grew 30 per cent. Improving margins, store expansion and festive demand may support earnings growth and stock gains

Amid near-term headwinds, Street is bullish on Hindustan Unilever

HUL's Q2 revenue rises 15% as volume growth improves, but higher raw material costs squeeze margins; analysts see potential for a recovery in the stock

Expansion, sourcing gains ahead for JSW Steel as capacity and volumes rise

JSW Steel plans to expand capacity to 78 million tonnes by FY32, backed by raw material integration, stronger volumes and internal cash flows, though coking coal costs remain a concern.

Discounted valuations offset near-term headwinds for Tata Consumer

Tata Consumer Products reports 14% revenue growth and 16% profit growth in Q2FY27, with strong performance in growth businesses and expectations of margin expansion in the second half

Muted asset quality outlook likely to weigh on Shriram Finance stock

Shriram Finance shares may remain under pressure as rising credit costs, monsoon-related stress and a weaker asset quality outlook offset strong Q2 earnings and NII growth.

Input cost inflation, Lloyd's losses likely to weigh on Havells India

Havells reported strong Q2FY27 revenue growth, but rising commodity costs and Lloyd's losses squeezed margins, prompting analysts to remain cautious on earnings recovery

Eternal eyes faster Blinkit expansion as margins and order values grow

Eternal plans to accelerate Blinkit's store rollout to 3,500 outlets by FY27-end, backed by strong order growth, while stable food delivery margins and AI bets shape its outlook.

Brokerages bullish on Bajaj Finance despite margin and regulatory risks

Bajaj Finance's Q2FY27 profit rose 29% to Rs 6,370 crore, with strong loan growth and higher AUM guidance supporting brokerage optimism despite regulatory and margin risks

Cost pressures to persist for cement major UltraTech in the near term

Demand is expected to pick up from mid-November, after the festival season. Urban housing, infrastructure and private-sector capex are likely to remain key growth drivers

West Asia exposure may impact IT major LTM's near-term performance

LTM's Middle East exposure weighed on Q2FY27 revenue growth, while rising AI-led deals and improving BFSI demand offer prospects for recovery despite margin and forex pressures.

Better execution, margin gains positive for Bhel despite valuation concerns

Bhel's Q2FY27 profit surged 119 per cent year-on-year as revenue growth and margin gains beat estimates, while a Rs 2.6 trillion order book supports future growth prospects

Higher mutual fund yields lift ICICI Prudential AMC's Q2FY27 earnings

ICICI Prudential AMC posted 18% revenue growth in Q2FY27 on higher mutual fund yields, while net profit rose 6% and equity market share declined amid competition

Strong Q2 bookings, FY27 pipeline boost outlook for Prestige Estates

Prestige Estates' Q2 pre-sales rose 20 per cent to Rs 7,225 crore, while its planned FY27 launch pipeline of Rs 57,000 crore and annuity portfolio support brokerages' outlook.

Earnings upgrades for Info Edge hinge on profitability gains at 99acres

Billings by 99acres, Info Edge's real estate bookings website, grew 21.2 per cent Y-o-Y in Q2FY27, compared with 16.5 per cent Y-o-Y in Q1FY27

DMart's margin recovery may take time amid rising costs, store expansion

Despite strong revenue growth and improving same-store sales, DMart faces margin pressure from rising costs, store expansion and competition, delaying profitability gains

Asset quality remains key monitorable for NBFCs in second half of FY27

NBFCs are expected to sustain credit growth and earnings momentum in H2FY27, but rising funding costs, geopolitical uncertainty and erratic monsoons make asset quality a key monitorable

Rising fuel costs, margin fears put cement stocks on a weak foundation

Cement demand is likely to improve, but higher fuel, packaging and logistics costs could weigh on margins and delay earnings upgrades until the fourth quarter of FY27

Soft Q2 order inflows, commodity inflation weigh on capital goods firms

Order inflows for major capital goods firms excluding L&T may fall 10 per cent Y-o-Y in Q2FY27, while higher commodity prices are likely to squeeze margins