The Compass

Eternal's stock hinges on delivering robust guidance amid growth push

Eternal reported modest Q4 growth but strong guidance, with execution on Blinkit expansion and margins seen as crucial for sustaining stock performance

UltraTech Cement remains on a concrete growth path amid strong Q4 show

Strong Q4 performance, rising margins and aggressive capacity expansion plans position UltraTech Cement to sustain growth, aided by robust demand outlook and cost discipline

Axis Bank stock adequately prices in positives despite mixed Q4 performance

Axis Bank's Q4 performance reflects strong loan growth and improving asset quality, but elevated provisions and weak non-interest income continue to weigh on profitability

Trent's needle to thread: Sustained like-for-like growth back on track

Trent reports 20% Q4 revenue growth as like-for-like sales recover, margins expand, and store additions drive performance amid cautious consumer sentiment

Life insurers well-placed on valuation, margin expansion triggers

Life insurers recorded robust premium growth in FY26, but FY27 outlook remains mixed amid geopolitical risks, GST impact and evolving product mix dynamics

Margin concerns and high valuations may cap gains for Nestle India

Nestle India reported strong Q4 growth, but rising raw material costs, sustained ad spends and high valuations may limit upside despite volume-led gains

ABB valuations leave little room for growth slip-ups despite strong outlook

ABB India shows steady growth and strong order book across sectors, but margin pressures and elevated valuations leave little room for earnings disappointments

Strong order book points to improved outlook for Bhel on rising demand

Robust order pipeline and improving execution position BHEL for strong revenue growth, though rising input costs and geopolitical risks may weigh on margins

Near-term growth, margin triggers missing in Wipro's Q4 FY26 results

Stable margins and deal wins offer support, but weak guidance, BFSI slowdown and slow deal conversion weigh on near-term outlook

ICICI Lombard misses Q4 FY26 estimates on weak investment income

ICICI Lombard General Insurance posts steady Q4FY26 with improved combined ratio and strong premium growth, but weak investment income drags profit below estimates

ICICI Prudential Life gains Street favour on Q4 showing, valuations

ICICI Prudential Life Insurance posts strong Q4 with margin expansion, but persistency pressures and channel weakness remain key risks

Higher under-recoveries keep Street cautious on OMCs amid crude surge

Rising crude prices and higher under-recoveries are weighing on OMCs, with revised windfall taxes offering limited relief as retail price hikes appear increasingly likely

Inflows, outlook remain robust for listed asset management companies

AMC inflows remain strong despite a dip in AUM due to market correction, with steady SIP contributions and retail participation supporting long-term growth outlook

Weak demand trends likely to hit power sector in the near term outlook

Muted power demand growth in FY26 may weigh on thermal players, though renewable energy and transmission expansion continue to offer long-term opportunities

Rising input costs, West Asia war risks weigh on fertiliser sector margins

Rising input costs, supply risks and subsidy pressures amid West Asia tensions could squeeze margins and impact fertiliser output and agricultural demand

Coal India gains hinge on higher e-auction volumes, demand recovery

Coal India's performance depends on higher e-auction volumes and demand recovery amid rising competition, elevated inventories and evolving power sector dynamics

Strong outlook may sustain valuations for Godrej Consumer Products

GCPL's Q4FY26 update signals steady demand, broad-based growth and resilient margins, with cost pressures likely but manageable, supporting valuations in a volatile environment

DMart Q4 growth strong on store additions; margins remain under pressure

Revenue growth driven by aggressive store additions, but rising costs, weak same-store sales, and quick commerce competition continue to weigh on margins

Valuations, expansion plans may drive gains for hotel majors despite risks

Hotel stocks may rebound as valuations correct and expansion plans support growth, despite near-term pressure from weak demand, geopolitical tensions and cancellations

Gains ahead for Bharti Airtel on multiple triggers, recent correction

Bharti Airtel may see upside from tariff hikes, data monetisation and Nxtra expansion, with lower capex aiding deleveraging despite recent stock correction