Moneycontrol Research

Dixon Technologies Q3 FY26: Industry headwinds drive near-term softness

Inventory correction and memory modules inflation weigh on Q3, but integration and exports to drive the next leg

ITC Q3FY26: Business mix to aid profitability amid tax headwinds

Core business posts a steady performance in Q3FY26

Dabur Q3FY26: Consumption tailwinds to steer growth trajectory

Promising rural consumption and urban demand recovery are the principal growth drivers to help sustain market share

Tata Motors: Growth momentum gains speed

Q3 performance driven by strong domestic and export volume growth

Weekly Tactical Pick: Why you should look at this infrastructure bellwether

The government’s continued push for reforms and investment augur well for L&T

Larsen & Toubro: Favourable investment climate to lift earnings

Though core projects lagged, other segments supported the growth momentum

BEL: Robust Order Book and Strategic Indigenisation Underpin Strong Growth Trajectory

The company is tweaking its business mix and expanding global presence

Maruti Suzuki Q3 FY26: Demand revival drives growth, margin pressure persists

Capacity expansion and export momentum support long-term growth visibility

TVS Q3 FY26: Racing ahead of industry

Record volume, margin expansion drive Q3 performance

Bikaji Foods: Margin recovery drives sharp profit growth in Q3 FY26

Profitability gains in core categories and early traction in adjacencies enhance earnings visibility

What’s in store for Indian investors as the Fed presses pause button?

There is an elevated risk of unwinding of yen carry trade

DCB Bank Q3 FY26: Earnings momentum builds, re-rating still has legs

DCB Bank posts its best-ever quarterly profit, guides for sustained margin expansion and higher ROEs, and still trades below 1x FY27 book — re-rating story remains intact.

Asian Paints Q3 – Volume improves; pricing remains constrained

The management commentary highlights subdued demand, elevated competitive intensity, and a gradual path to growth momentum

Bruised but Not Broken: These stocks are worth a bet amid the market weakness

Sell-off casualties with comeback potential — A curated list of stocks by Moneycontrol Research

Marico Q3 FY26: In-line performance, multiple growth triggers

Revenue momentum remains strong, led by pricing growth and high single-digit underlying volume growth

Tata Consumer Q3 FY26: Growth businesses continue to deliver

High-growth food and ready-to-drink segments outperform, with healthy margin recovery

EU-India FTA: Sectoral shake-up – Who gains, who loses?

Key Indian export sectors to benefit include textiles, leather, gems & jewellery, pharma, EMS, and chemicals

India–EU FTA: Not much impact on India’s mass passenger vehicle market

Tariff cuts favour niche luxury imports, not mass-market competition

Axis Bank Q3 FY26 – steady quarter, valuation a draw

Steady execution, disciplined costs, and deposit momentum keep the bank on track

JSW Steel: Can deleveraging, expansion plans offset margin headwinds?

The management expects price hikes to sustain, supported by stronger seasonal demand and the reimposition of safeguard duties

Urban Company Q3: Strong growth, but profitability hinges on execution

Though Q3FY26 saw s strong performance, elevated investments in InstaHelp, rising capital intensity, and emerging regulatory overhangs continue to temper near-term earnings visibility

Kotak Mahindra Bank Q3 FY26: steady show, a great long-term story

Business growth strong, NIMs improving, asset quality getting better

Shriram Finance: Sustained performance will be key to future stock re-rating

Expanding business growth, sector tailwinds, stable asset quality, and merger benefits augur well for the NBFC

IndusInd Bank Q3 FY26: Turnaround strategy awaiting execution pick-up

Business growth is yet to regain vigour, while asset-quality pain lingers

PNB Housing Finance Q3 FY26: Resilient performance in a challenging quarter

Sustained earnings, backed by higher growth, better product mix could trigger a valuation re-rating