Page 5 - The Compass

Macro headwinds likely to keep a cautious tab on Info Edge stock

Management says a large part of the current marketing spends is for brand building, which may be cut sharply if needed

Lower crude oil prices point to further downsides for ONGC stock

For ONGC Videsh or OVL, oil and gas production in the quarter stood at 1.75 mmt (down 2 per cent Q-o-Q) and 0.7 bcm (down 13 per cent Q-o-Q)

High valuation caps Nykaa's upside despite strong Q1 and margin gains

Nykaa posts 23% revenue growth and margin expansion, but lofty valuations may limit further stock gains

Buy-on-dips a better strategy as Cummins' strong prospects seem priced in

Cummins India Q1 profit rose on Powergen and exports growth, with analysts bullish on long-term prospects but cautioning that current valuations reflect the optimism

Voltas pins recovery hopes on festive demand after Q1 revenue slump

Voltas Q1 revenue fell 20% on unseasonal rains and weaker AC sales, with margins hit; management expects festive season and "second summer" demand to aid recovery

Analysts see further gains in LIC post strong Q1FY26 performance

The VNB margin improved Y-o-Y to 15.4 per cent (13.9 per cent in Q1FY25). The Solvency Ratio improved to 217 per cent in Q1FY26 from 199 per cent in Q1FY25

Q1 disappointing, but BHEL's prospects likely to improve from Q3FY26

The performance was due to poor execution and on account of legacy fixed-price contracts in the power segment (where legacy contracts amount to 71 per cent of power segment revenues)

Robust prospects for Siemens Energy, but high valuations may disappoint

Revenue was at ₹1,780 crore, with earnings before interest, taxes, depreciation, and amortisation (Ebitda) at ₹340 crore and adjusted PAT of ₹260 crore for Q3FY25

Despite near-term concerns, analysts upbeat on ABB India's stock

ABB India's Q2CY25 (the company has a December year ending) results disappointed with order inflows down 12 per cent year-on-year (Y-o-Y)

Sustaining cigarette volumes, FMCG recovery key monitorables for ITC stock

The disappointing FMCG performance could see recovery on better consumption since ITC has historically enjoyed industry-leading growth in several FMCG category drivers

Street bullish on HUL as prospects improve, analysts eye key growth drivers

HUL reports flat sales growth in Q1 FY26 due to macro and forex challenges but maintains a positive outlook, with analysts upbeat about the company's growth prospects

Tata Motors may struggle on growth, synergy fronts with Iveco buy

The company is raising 3.8 billion euros to fund the acquisition with about a third of the same being funded by equity and the company will raise debt for the rest

Strong order pipeline and execution momentum to drive gains for L&T

Strong growth in international projects, lower working capital, and a robust order pipeline position L&T for outperformance in FY26

Street bullish on Torrent Pharma's prospects after in-line Q1 FY26

Analysts are optimistic on Torrent Pharma's growth after a solid Q1 FY26 report, with strong performance in Brazil and US generics despite currency volatility and German challenges

Growth guidance and margin recovery positive for Shriram Finance

SHFL's Q1FY26 net rose 9% year-on-year with stable credit costs, strong disbursement trends and margin guidance of 8.5% by Q4 despite high liquidity on the balance sheet

Near-term recovery, margin expansion key drivers for Nestle India

Nestle India reports a 5.9% YoY revenue growth in Q1FY26, with a focus on recovery and margin expansion despite challenges from high commodity prices

Q1 miss for Dr Reddy's, but analysts remain hopeful for future prospects

Despite missing Q1 expectations, Dr Reddy's continues to see growth in key markets like Europe and India, while managing costs to offset challenges in the US

Street gives thumbs up to Dixon Technologies after Q1 beat estimates

The company's strategy includes deeper relationships with existing clients and looking for backward integration

UltraTech Cement sees strong Q1 growth, but faces margin pressure ahead

UltraTech Cement reports 46% YoY operating profit growth in Q1FY26, but faces near-term margin pressures. The company maintains a strong growth outlook for volume and revenue in FY26

JSW Steel has good prospects on lower costs but stock fully valued

Revenue growth could come from volumes along with some price recovery. As input costs are soft, EBITDA margin may rise to 18-19 per cent if safeguard duty is in force