Page 2 - The Compass

Eicher Motors gains momentum after better-than-expected Q4FY26 show

Eicher Motors reported better-than-expected Q4FY26 earnings, supported by robust Royal Enfield sales, strong VECV performance and export growth

Concerns over cigarette biz may cap gains in ITC despite FMCG growth

Given the likelihood of continuing consumer shifts to smuggled brands, the earnings pressure in cigarettes may offset growth in FMCG and Paper

Post Q4 beat, analysts upbeat on Grasim Industries' future outlook

Grasim Industries beat Street estimates in Q4FY26, aided by strong growth in paints, VSF and B2B businesses, with analysts remaining positive on prospects

Strong Q4 lifts OMC stocks, though FY27 outlook remains uncertain

IOC and HPCL reported robust March-quarter earnings, but rising crude prices, LPG under-recoveries and geopolitical risks continue to cloud the outlook for FY27

PowerGrid's long-term prospects stay healthy on strong order visibility

FY26 capex was Rs 39,900 crore while capitalisation stood at Rs 28,200 crore, beating guidance for capex of Rs 35,000 crore and capitalisation of Rs 25,000 crore

Better execution can push up Hindustan Aeronautics stock to higher altitude

Analysts stay bullish on HAL despite weak Q4 as strong order pipeline supports outlook

Macro challenges may make Tata Motors Passenger Vehicles' drive bumpy

EVs have a quarterly run rate of 24,000 units (Q4 volumes were 27,000 units). Management targets 10,000 units per month

Pace of new product launches, filings key for Cipla's future growth

Strong India and Africa growth partially offset weakness in North America as Cipla focuses on respiratory launches and regulatory filings

Vivo JV, export push seen driving Dixon Technologies growth despite risks

Dixon Technologies expects export growth, speciality EMS expansion and the proposed Vivo joint venture to support earnings amid margin pressures and weak demand

Strong domestic demand could ease war's impact for Indian Hotels

Strong domestic travel demand helped IHCL offset West Asia conflict impact, with Q4 revenue rising 14% and occupancy levels remaining robust

Strong orders cushion ABB as margin recovery remains key concern

ABB reported strong order inflows in Q1CY26, but margins remained under pressure due to higher raw material costs, forex volatility and slower execution

Diversified portfolio positive but factored into Bharat Forge valuations

Aerospace exports were strong, high-horsepower engines were stable, and the oil and gas segment was weak

Demand outlook positive, but costs remain a concern for Shree Cement

Shree Cement reported robust Q4FY26 volume growth and improved realisations, but rising fuel, freight and packaging costs could pressure margins in FY27

Iran conflict disruption weakens L&T's H1FY27 outlook after soft Q4

L&T reported weaker-than-expected Q4 FY26 results and warned that disruptions linked to the Iran conflict could weigh on execution and growth in H1FY27

Valuations, execution concerns ahead for BHEL despite strong Q4 growth

BHEL's strong Q4FY26 performance and robust order book are offset by concerns over valuations, execution challenges, and sustainability of margin gains

Higher input costs, price hikes likely to play spoilsport for HUL

HUL beats estimates on cost control and strong volume growth, but margin pressures from rising input costs may trigger further price hikes ahead

Growth, profitability gains seen ahead for Shriram Finance in FY27

Strong Q4FY26 performance and capital infusion boost outlook for Shriram Finance, with steady margins and loan growth expected despite asset quality concerns

Higher growth, asset quality boost keep analysts bullish on Bajaj Finance

Strong growth, improving asset quality, and falling credit costs keep analysts bullish on Bajaj Finance despite selective portfolio pruning and macro risks

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