Q1 RESULTS
Honasa Consumer shares jump 7% as Q2 operating update points to strong growth
Honasa Consumer shares rallied after the company projected strong Q2 FY27 operating performance, with net sales growth expected in the early thirties, improving margins and continued traction across brands and offline channels.
Titan Q2FY27 update: Consumer businesses grow 25% YoY, jewellery up 21%
Titan Company’s consumer businesses grew 25% year-on-year in Q2 FY27, led by watches, EyeCare and jewellery. Domestic businesses rose 22%, while international operations surged 97%. Titan added 78 net stores, taking its overall consumer store network to 3,758 in September 2026.
The economics of India's biggest export industry goes topsy-turvy
India’s $315-billion IT industry faces a structural shift as AI boosts productivity but puts pressure on pricing, revenue and entry-level hiring. Clients are demanding more output for less, while spending shifts towards AI, cloud and in-house capabilities.
India’s factories power up as demand, output and hiring improve in Q2: FICCI survey
Manufacturing sentiment in India improved noticeably in the second quarter of FY27, reflecting increased expectations for production and demand. About 95 percent of manufacturers reported stable or higher production levels compared to the previous quarter. Capacity utilization also rose, reaching approximately 75 percent, highlighting effective operational efficiency. Hiring intentions increased, with 43 percent of manufacturers planning to recruit additional staff in the coming months.
Indian banks face a Q2 paradox: FCNR boosts loan growth but margins shrink
Indian banks are heading into the Q2 earnings season with strong loan growth, helped by FCNR(B) deposit inflows, but margins are likely to remain under pressure. Analysts expect healthy earnings growth on lower credit costs and stable asset quality, while favouring large private banks such as HDFC Bank, ICICI Bank and Kotak Mahindra Bank.
Newly-listed Steamhouse India shares hit 10% circuit after Q1 net profit rises 80% to Rs 18 crore
Newly-listed Steamhouse India shares hit the 10% upper circuit after the company reported an 80.25% year-on-year rise in Q1 FY27 net profit to Rs 18 crore. Revenue from operations rose 13.35% to Rs 129 crore, while margins improved 700 basis points to 24.05% during the quarter.
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Rentomojo shares rally 6% after Q1 revenue rises 51%, normalised PAT grows 72% YoY
Rentomojo shares rallied after the company's first earnings report since its listing last month, which showed revenue up 50% year-on-year to Rs 126 crore in Q1 FY27. EBITDA rose to Rs 51 crore from Rs 34 crore, with margins st
Honasa Consumer shares jump 7% as Q2 operating update points to strong growth
Honasa Consumer shares rallied after the company projected strong Q2 FY27 operating performance, with net sales growth expected in the early thirties, improving margins and continued traction across brands and offline channels.
Trent’s Q2 revenue rises 23% YoY to Rs 5,788 crore; Zudio crosses 1,000-store milestone
Tata Group retailer Trent reported 23% year-on-year growth in standalone revenue to Rs 5,788 crore in Q2FY27, while H1 revenue rose 21% to Rs 11,454 crore. The company crossed 1,000 Zudio stores and operated 1,342 stores across brands by September.
Q2 business update impact: PNB, Bank of Baroda, AU Small Finance Bank shares jump up to 4%. What lies ahead?
Shares of Punjab National Bank, Bank of Baroda and AU Small Finance Bank rose up to 4% after strong Q2 business updates. Deposits and advances recorded robust year-on-year growth across the lenders, boosting investor sentiment. Analysts expect loan growth momentum to continue, though near-term margins could remain under pressure amid surplus liquidity.
ESDS Software shares hit 5% lower circuit, crash nearly 30% in 6 sessions. What's behind the selloff?
ESDS Software shares hit the 5% lower circuit on Monday, extending their losing streak to six sessions and taking the decline to nearly 30%. The selloff follows the expiry of a one-month shareholder lock-in, while weaker sequential Q1 revenue and profit have also raised concerns over the stock’s stretched valuation.
Bajaj Finance shares jump 5% after Q2 business update. Why Jefferies sees 35% upside in its top pick?
Bajaj Finance shares rose sharply on Monday after the NBFC reported 26.5% YoY growth in Q2 FY27 AUM to nearly Rs 5.85 lakh crore. Jefferies retained its Buy rating and Rs 1,280 target price, implying 35% upside, and reaffirmed Bajaj Finance as a top pick, citing strong AUM growth.
TCS, Infosys and other IT stocks in focus after Accenture Q4 revenue, outlook beat estimates
Indian IT stocks including TCS and Infosys are in focus following Accenture's strong Q4 results and above-estimate revenue guidance. While the outlook signals potential recovery in discretionary technology spending, analysts warn that Indian IT firms may still report their weakest Q2 growth in three years amid AI-led pricing pressures.
IT Q2 preview: Muted growth, steady margins likely; deal conversion, AI deflation in focus
Research advisory UnearthInsight expects the top-five IT companies to grow 0.5-1% quarter-on-quarter in the second quarter of FY27, with little improvement over the April-June period.
Ahead of Market: 10 things that will decide stock market action on Monday
Sensex and Nifty extended losses for a fourth session as heavy FII selling, surging bond yields and elevated crude prices rattled investors. The selloff erased Rs 5 lakh crore in market value, while analysts advised long-term investors to accumulate gradually.
IT Q2 review: Muted growth, steady margins likely; deal conversion, AI deflation in focus
India's leading IT firms are projected to exhibit modest revenue growth and stable margins for the second quarter. Analysts anticipate that discretionary spending will remain constrained due to geopolitical issues affecting client budgets. As such, decision-making cycles are expected to prolong for upcoming quarters. Additionally, AI advancements are predicted to impact traditional services and revenue generation timelines.
Auto sales surge in September, but GST base clouds the picture. Can stocks rebound ahead of Q2 results?
India’s auto sector delivered a mixed September, with strong passenger- and commercial-vehicle sales offset by weak tractor and domestic two-wheeler demand. Festive buying could support growth, but rural stress, rising input costs and excess dealer inventory pose risks to margins.
Ashok Leyland just had a record June quarter. So why did the margin fall a full point?
Ashok Leyland's June-quarter has an unusual contradiction. The company sold 48,763 commercial vehicles, its highest-ever first-quarter volume, and revenue from operations rose 10.43% to Rs. 9,634 crore. Yet, the operating EBITDA was Rs. 970 crore, almost the same as a year earlier. The Q1 FY 27 result must, therefore, be understood not in terms of greater demand, but in terms of why the record volumes and revenue did not lead to an increase in operating earnings.
Q2 earnings: Can India Inc repeat Q1, or will Q3 erase the base-effect tailwind?
India Inc is likely to see a dip in earnings performance for Q2 in comparison to Q1, with analysts forecasting a growth slowdown of roughly 13-14%. Rising costs and margin pressures are key contributors to this trend. As base effects normalize, sectors such as lending financials, manufacturing, and capital goods are projected to bolster earnings, highlighting the importance of monitoring business improvements amidst fluctuating costs.
TCS, Wipro, other IT stocks rebound up to 6%, snapping 8-day losing streak. Why is Jefferies cautious?
IT stocks rebounded on Wednesday, with TCS, Wipro and Coforge snapping an eight-session losing streak. The Nifty IT index rose nearly 3%, aided by a stronger US dollar and higher US bond yields, though brokerages remain cautious ahead of the Q2 earnings season.
Morgan Stanley raises Lenskart target price to Rs 718; bull case implies 41% upside. Here’s why
Lenskart Solutions reported a 182.3% YoY rise in Q1 FY27 net profit to Rs 228 crore, while revenue grew 33.6% to Rs 2,214 crore. EBITDA margin improved to 21.7%, with growth across domestic and international markets. The company also reported strong demand for both affordable and premium eyewear, highlighting the scaling potential of its international business.
Honasa Consumer shares fall 5% after Rs 643 crore block deal; Peak XV, Sequoia likely sellers
Honasa Consumer shares declined up to 5% after 1.4 crore shares worth Rs 643 crore changed hands in a block deal. The transaction comes after the Mamaearth parent reported a 116.5% YoY rise in Q1 FY27 profit to Rs 90 crore. The company has set a Rs 5,500-crore revenue target by FY31, aiming to expand EBITDA margins to 15%.
Auto stocks: Festive demand gets a low-base boost; can earnings justify valuations?
The Indian automobile market is witnessing robust retail sales as the festive season draws near. A significant year-on-year uptick of 81.8% was recorded in early September 2026, primarily attributed to a previously low base. However, analysts speculate that growth rates might decelerate in the latter half of FY27 due to last year's high benchmarks. Mahindra & Mahindra is anticipated to thrive, bolstered by an extensive product lineup.
Goldman Sachs sees Eternal achieving $1 billion EBITDA by FY29; raises target price
Goldman Sachs maintained a Buy rating on Eternal, formerly Zomato, raising its target price by 11% to Rs 385. The brokerage foresees Eternal hitting $1 billion EBITDA by FY29, driven by Blinkit's robust growth and steady-state margin expansion alongside stabilising competitive intensity in quick commerce.
Alaska has the shortest workweek in America, but it isn’t close to No. 1 for work-life balance; these US states are the best and worst for work-life balance in 2026
Work-life balance: Remote’s 2025 Life-Work Balance Index compares all 50 states using factors such as average work hours, happiness, statutory leave and public safety. Maine ranks first with a score of 69.62, followed by Washington and Illinois, while Louisiana ranks last at 25.01. Alaska offers an interesting contrast.
Suzlon Energy shares fall 2% to near six-month low, down 15% in one month
Suzlon Energy shares slipped over 2% to a near six-month low, approaching their 52-week low amid higher trading volumes and broader market weakness. Investors are also tracking the company’s Q1 performance and wind energy outlook.
PC Jeweller shares rise 4% as firm becomes debt-free; stock rallies 89% in 6 months
PC Jeweller has become debt-free after clearing dues to all 14 consortium banks ahead of schedule, strengthening its balance sheet. The stock has rallied 89% in six months, while Q1 FY27 profit rose 37% year-on-year to Rs 222 crore and revenue increased 21% to Rs 877 crore, reflecting improved performance.
Ola Electric shares tumble 9% after 17% rally in 4 days. Why brokerages remain cautious
Ola Electric shares fell sharply on Friday, snapping a four-day winning streak as investors assessed the EV maker’s proposed rights issue and ongoing funding needs. Despite a recent recovery, the stock remains well below its peak. Brokerages including Citi and Kotak continue to maintain bearish views, citing operational and cash-burn concerns.
Meesho shares can fall 28%, warns Nomura after initiating coverage with Reduce call. Here is why
Shares of Meesho dropped up to 5% to Rs 221 after Nomura initiated coverage with a Reduce rating and a Rs 167 target price, citing a 28% downside risk. The brokerage highlighted valuation concerns, rising competition from quick commerce, and margin headwinds despite liking Meesho's asset-light model.
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