Result Analysis

AI-led deal wins, improving execution underpin confidence despite evolving demand visibility

Can EIL’s order book set off a new multi-year upcycle?

Domestic refinery expansion and rising overseas consultancy projects augur well for the company

Can Escorts Kubota reclaim the lost ground?

Strong agri performance contrasts with the softness in the construction equipment segment

INOX India: Stars align for the earnings cycle

The company is benefiting from a mix of strong execution and meaningful progress in new verticals such as hydrogen, semiconductor-related equipment, and beverage kegs

Weekly Tactical Pick: This power utility’s core business remains structurally intact

Strong capex pipeline, easing execution issues could set the stage for earnings recovery in the second half of current fiscal

Va Tech Wabag eyes margin stability and faster execution in FY26

Future-energy wins, asset-light execution, and a healthy order book to fuel growth

Hero MotoCorp Q2 FY26: Strong performance, driven by growth across segments

Hero projects industry growth of 8-10% in the second half of the year. For FY26, the company has maintained its earlier guidance of 6-7% growth, indicating steady underlying demand

Tata Motors Passenger Vehicle: PV picks up speed while JLR falters

JLR’s operational disruptions and global macro headwinds continue to cloud earnings visibility

Tata Steel Q2 FY26 shines on domestic strength

Despite a volatile global steel environment marked by trade barriers, demand moderation, and pricing pressure, the company performed well.

Eicher Motors Q2 FY26: Steady performance

Sustained growth with global expansion and strong market share

Fujiyama Power Systems IPO: A power-packed growth story

Deep rural presence, robust expansion, and debt-light balance sheet to drive long-term momentum of this solar panel maker

Ashok Leyland Q2 FY26 powers past the slow lane

Strong Q2, rising exports, and expanding high-margin verticals signal enduring momentum

ABB bets on the next capex wave

Short-cycle orders stay strong, QCO weighs on margins for now

Cummins India: A power-packed Q2 performance

Robust PowerGen growth, margin resilience offset temporary export softness

Hindalco Q2FY26: Is a re-rating on the horizon?

The company’s upstream strength matches downstream acceleration

Strong Q2 puts Bajaj Auto on the fast track

Quarterly performance was driven by strong exports and a premium mix

Mahindra & Mahindra revs up on strong Q2 FY26 show

Healthy momentum in automotive and farm segments drives growth; management upbeat on FY26 prospects

Coal India: Weak demand, pricing pressure weigh on Q2 earnings

The management’s ongoing diversification into renewables and critical minerals could help rectify the situation

Bharti Airtel maintains strong run in Q2 FY26

Higher-value customers, expanding digital offerings, and a strong Africa recovery fuel the telco’s growth.

Discipline, diversification to keep IEX charged up

The company has a dominant market position, strong balance sheet, and good earnings visibility

Maruti’s growth engine stays well-oiled

New products and the GST cut to aid domestic demand recovery.

NTPC: Renewable push offsets muted generation in core standalone power business

The company continues to pursue its long-term growth strategy, focused on clean energy, capacity addition, and operational diversification, while maintaining execution efficiency and investment momentum.

Hyundai races towards sustainable growth

New products and cost efficiency to support future performance

Ixigo Q2 FY26 – Growth moderates, long-term focus bolstered by capital raise

Sector-specific headwinds in airlines and railways as well as one-time ESOP charges impacted quarterly numbers

Larsen and Toubro: Healthy earnings outlook, but valuations limit upside

The company is entering a new phase, expanding and consolidating its technology-led ventures to complement its established strengths in engineering, construction, manufacturing, and project management.