The Compass

ABB India's gains hinge on maintaining order inflow and margins

Strong Q4CY25 order inflow boosts outlook, but margin recovery and sustained execution pace remain key for ABB's re-rating

Strong demand, rising prices brighten near-term outlook for metal stocks

Steel prices have rebounded and domestic demand is firm, while non-ferrous metals benefit from tight LME inventories and global supply issues, supporting a positive near-term view on metal stocks

Higher crude prices and expansion plans may weigh on OMC performance

Rising crude costs, reduced access to discounted Russian oil and heavy capex may pressure OMCs, though strong GRMs, demand growth and LPG subsidies support profits

Higher capex likely to increase debt burden for Hindalco Industries

Hindalco's Q3 met expectations but analysts flagged risks from rising capex, Novelis disruptions and higher working capital needs, which could pressure leverage over the next four years

Gains for Hindustan Unilever stock depend on pace of growth recovery

HUL posts steady volume growth and stable margins; FY27 outlook hinges on demand revival, pricing trends and execution of new strategy

Demand stays strong, margin trajectory key for Mahindra & Mahindra

M&M posts steady Q3FY26 results with robust auto and tractor growth; EV push and commodity costs seen as key factors shaping margins ahead

Growth focus likely to keep margins under pressure for Eicher Motors

Eicher Motors posts strong Q3FY26 growth led by Royal Enfield volumes, but sustaining margins may be challenging amid commodity inflation and capacity expansion

Muted volumes, realisation miss weigh on Shree Cement in Q3 FY26

Muted volumes and a miss on realisations weighed on Shree Cement's operating performance in Q3 FY26, even as lower depreciation helped lift net profit year-on-year

Pricing gains ahead for Tata Steel as demand improves in India and Europe

With domestic demand strengthening and European prices firming after CBAM, Tata Steel appears past the worst of pricing pressures, with Q4FY26 expected to see sequential improvement

Improving near-term prospects suggest more gains ahead for LIC stock

Q3 FY26 net premium income was Rs 1.3 trillion, up 18 per cent year on year

Growth woes seem to be priced in, analysts see upside in Trent stock

Slower growth and weak LFL numbers appear priced in for Trent, with margin expansion and store additions prompting analysts to see upside in the stock

Domestic demand and higher volumes to keep growth strong for NMDC

Improved production, steady pricing and rising domestic demand support outlook, though margins and execution risks remain

Nestle's mid-teen profit growth depends on stable demand, lower costs

Domestic volumes surged and exports grew sharply in Q3FY26, aided by GST reforms, though higher raw material costs weighed on margins, with management prioritising growth over profitability

Budget 2026-27 boost, price hikes to support India's cement sector

The Budget allocation is up about 9 per cent in nominal terms and, given grant-in-aid, it would push effective capex for FY27 to Rs 17.1 trillion

Budget 2026-27: Higher borrowing plan, STT move hit market sentiment

A surprise STT hike in Budget FY27 triggered a sharp market sell-off, with banks and metals hit hard amid worries over borrowing, bond yields and financial conditions

Price volatility may cap the gains for Vedanta despite strong Q3

Despite strong Q3 earnings, improving margins and progress on demerger plans, volatile global commodity prices and high capex could restrain Vedanta's upside

Street gives thumbs up to L&T's Q3FY26, bullish on future prospects

L&T's Q3FY26 results show double-digit growth in P&M and services, strong margin expansion and a record order book, with overseas markets driving momentum

Slow demand recovery weighs on Asian Paints despite margin resilience

Asian Paints' Q3FY26 performance highlighted resilient margins and easing input costs, but slower-than-expected demand recovery and muted volume growth have raised concerns among investors and analyst

Earnings headwinds persist for JSW Energy after weak Q3 performance

The thermal portfolio has rising contracted offtake, with long-term power purchase agreements (PPAs) accounting for 82 per cent of total power sales and volumes up 63 per cent Y-o-Y

Higher volumes, lower costs positive for UltraTech Cement stock

Market leader UltraTech Cement's Q3FY26 results beat consensus. Consolidated operating profit grew 35 per cent Y-o-Y to Rs 3,920 crore