Page 17 - The Compass

L&T to KEC International: Diversified players better placed in infra sector

Diversified companies like L&T and KEC International expected to see strong revenue growth, while road companies face challenges due to lower order books and margin pressures in Q1FY26

Near-term upsides from deal with AbbVie may be priced in Glenmark's stock

Glenmark's $700 million deal with AbbVie for ISB-2001 could unlock significant upside, though analysts note the potential is already priced in, with stock surging post-announcement

Analysts not bullish on Dabur stock, but may outperform as growth recovers

Despite muted earnings in Q1FY26, analysts remain cautious on Dabur stock. However, there is potential for outperformance as earnings growth recovers in the coming quarters

Nykaa sees stable BPC, improved fashion growth; eyes 7.5% EBITDA margin

With growth steady in beauty and improving in fashion, Nykaa targets stronger margins, offline expansion, and breakeven in fashion by FY26, say analysts

Titan stock may lose some sheen as Q1 update shows growth slowdown

Titan's Q1 FY26 business update shows slower growth in the jewellery division, a flat YoY buyer growth, and increased competition

Sales growth, lower raw material costs to help Godrej Consumer stock

Godrej Consumer Products sees over 6% rise in stock following a strong Q1FY26, driven by double-digit revenue growth, high single-digit volume growth, and lower raw material costs

Marico delivers a strong Q1 FY26 on volume growth and price hikes

Q1FY26 revenue to rise in low 20s YoY; volume up despite price hikes; copra inflation pressures margins, but recovery expected in H2; strong performance across segments

Competitive and margin pressures likely to cap upsides for DMart

DMart's Q1FY26 pre-quarter update reveals slower-than-expected revenue growth and margin compression. Competitive pressures, particularly from quick commerce players, could weigh on future growth.

New launches, electric vehicles thrust positive triggers for Hero MotoCorp

Hero MotoCorp's (HMCL) June '25 sales grew 10 per cent Y-o-Y to 556,000 units in a positive surprise but Q1FY26 volumes were down 11 per cent Y-o-Y

Strong growth to keep valuations of EMS majors at elevated levels

EMS sector expected to grow 25% annually till FY28 as order books expand and capex ramps up; high-margin orders and policy support sustain premium valuations

Capacity expansion likely trigger for Hindalco Industries' stock

The scenario for Hindalco and its US subsidiary Novelis is promising although Novelis has been impacted by tariffs

Better policy mix drives the growth for the private life insurers

However, private insurers reported premium growth, indicating a mix of higher-value policies

Strong mkt leadership, robust demand should help IndiGo stock gain altitude

India is expected to see close to 10 per cent CAGR in passenger volumes over next two-three years and it is among the lowest penetrated markets per capita despite being the third-largest

Dixon Technologies stock weighed down by the competition concerns

Dixon's revenue growth was led by mobiles & EMS (194 per cent), offset by 23 per cent fall in consumer electronics. Home appliances and lighting were flat

Amazon's entry into healthcare a headwind but diagnostic stocks attractive

The differential between the common tests offered by incumbents and new entrants is just about 5-10 per cent which isn't going to move the needle much in this business

Regaining share key to more upside in automobile major Hero MotoCorp

For HMCL, and the two-wheeler sector, there are multiple triggers, which should help it to post a mid-to-high single-digit growth for 2025-26 (FY26)

Sustained high crude oil prices to hurt downstream players

The fears centre around the possibility of supply routes being interdicted and hence, supply being disrupted, rather than Iranian oil being taken off the market

Final RBI norms on project financing positive trigger for the PFC

Additional provisions forDate of Commencement of Commercial Operations deferred standard assets are reduced to 0.375 per cent-0.5625 per cent per quarter vs. 2.5 per cent for cumulative deferments

Siemens Energy: The power play that doesn't overload on valuations

Siemens Energy India offers a wide range of services and solutions to power generation utilities and IPPs

Expansion positives factored into the valuations of Hindustan Zinc

The company expects revenues to rise from Rs 34,100 crore in FY25 to Rs 40,000-42,000 crore with phase-I expansion, and further rise to Rs 62,000 to Rs 65,000 crore upon completion of plan