Result Analysis

Robust quarterly performance sets the stage for continued growth in H2

Cyient Q2 FY26: The outlook remains uncertain

Q2 shows modest improvement in operations while profitability and segmental performance remain variable

Mphasis: AI-led strategy driving resilience

The company sustains growth momentum with record deal wins and expanding AI-driven pipeline.

TCS Q2 show in-line, while Street 'unclear' on data centre push; should you buy, sell, or hold?

TCS shares will be in focus after the IT major posted a modest 1.4 percent profit rise for Q2, booked restructuring costs tied to layoffs, and unveiled a new AI and data centre venture.

NMDC: Riding on strong steel demand, better pricing

The iron ore market has seen a steady upturn from the lows of July, with production and sales rising strongly, and the company’s near-term growth outlook appears quite good

KPIT: Steady show, macro overhang remains

The company acquires Caresoft and partners with JSW, thus increasing its global footprint

Improving execution, diversification to lift Engineers India’s earnings outlook

Order inflows have broadened beyond hydrocarbons and the company is foraying into nuclear and clean energy

INOX India: Strong order book, tech edge offset tariff, execution risks

The Industrial Gas segment, the largest revenue contributor, declined 9.5% due to US tariffs. However, the company says there are very few suppliers in the US and tariffs apply mainly to steel components.

Ashok Leyland: Positioned for higher growth amid market recovery

The company exceeded expectations with better operational efficiencies

SJS Enterprises: Decent Q3FY25, positive outlook, comfortable valuation

Next-gen products, export focus, deeper penetration of premium products to drive growth

Rural push, SUV surge keep Hyundai on track

Lower volumes due to weak domestic sentiment weighs on performance

Hindalco Industries – Execution, strategic expansion key growth levers

Resilient Q1 with strong India operations and record downstream performance

Data Patterns: The stock show is dependent on order execution

The company posted a weak quarter but expects to do better, going forward

Potholes on the path, but Tata’s long drive is not over

While the management remains confident about the business, declining margin remains a concern

Tata Motors shares rise even as net profit slides 30% in Q1, should you buy, sell, or hold?

For the quarter ended June, Tata Motors noted that its performance was impacted by volume decline in all businesses and a drop in profitability at Jaguar Land Rover.

Tata Motors sees ICE margins under strain, bets on cost cuts and festive demand for recovery

Tata Motors share price: In contrast, the company said EV margins have been rising year-on-year even without battery localisation incentives, helped by significant cost cuts.

Tata Motors races to secure rare earth magnet supply amid global risks

Tata Motors share price: Domestically, the company said it is covered for the next 2-3 months and it is looking at alternatives outside of China.

Hero MotoCorp Q1 FY26: Revenue dips, but margin in grip

Q1 performance in line with expectations; the demand outlook is strong, and the stock valuation is attractive

Hero MotoCorp flags rare earth magnet shortage as industry-wide challenge, says Q2 production secured

Hero MotoCorp share price: The two-wheeler major noted that work is underway to explore long-term alternatives to mitigate the risk from rare earth magnet crunch.

Hero MotoCorp to stay within 14–16% margin band; near-term at lower end, says CFO

Hero MotoCorp share price:

Bajaj Auto delivers a mixed Q1

Revenue growth aided by exports; margin dips on currency and cost pressures

Bajaj Auto shares swing 4% from day's low after Q1; Should you buy, sell or hold?

Bajaj Auto share price: The company sold 11.11 lakh units in Q1 FY26, up 1 percent from 11.02 lakh units in the same period last year.

Bajaj Auto warns of demand, supply challenges from ABS mandate on entry-level bikes

Bajaj Auto share price: While acknowledging the need for improved rider safety, the management warned that the cost implications of such a shift could weigh on consumer sentiment.

Bajaj Auto halves EV output amid rare earth crunch, races to secure alternative supplies

Bajaj Auto share price: Rare earth magnets are crucial in EVs, enabling high-performance motors in compact spaces and powering critical electronics.

Bharti Airtel posts a strong quarterly show

Steady ARPU growth lifts the company’s Q1 performance across India and Africa