Industry Trends

Tata Consumer Products Q3 Results: Cons PAT jumps 38% YoY to Rs 385 crore; revenue up 15%

Tata Consumer Products Q3 Results: Tata Consumer Products reported a robust 38% year-on-year increase in net profit for the December quarter, reaching Rs 385 crore. Revenue from operations also saw a significant 15% jump to Rs 5,112 crore, driven by strong volume growth across its India Branded business, including notable performance in coffee and the Tata Sampann portfolio.

Industry Trends

Leadership jitters, valuation concerns weigh on Eternal even as consumption shows green shoots

Eternal's stock faces pressure due to leadership changes, overshadowing optimism in quick commerce. Market expert Sandip Sabharwal likens the situation to past leadership transitions that impacted valuations. He believes the stock remains fundamentally expensive, with the CEO's potential distraction being the primary driver of the correction.

Industry Trends

India-EU sign ‘mother of all deals’: Stocks to buy, winners and losers

India’s landmark FTA with the European Union, dubbed the “mother of all deals,” is reshaping investor focus as tariff cuts and regulatory easing promise a structural export boost. Textiles, pharmaceuticals and specialty chemicals are the biggest near-term winners, while shrimp exporters, auto ancillaries and jewellery retailers offer secondary plays. Automakers and Sula Vineyards face near-term pressure.

Industry Trends

Maruti Suzuki Q3 Preview: PAT seen rising up to 35% YoY. 5 key parameters to watch

Maruti Suzuki is expected to deliver a strong Q3 performance, driven by robust volumes, an improved product mix and operating leverage. Brokerages forecast a 24–35% surge in net profit and over 30% revenue growth, though margin trends may vary. The automaker will announce its October–December earnings on January 28.

Industry Trends

Budget 2026 may put India’s manufacturing comeback to the ultimate test

Budget 2026 is crucial for India's manufacturing sector. It faces global headwinds and policy choices. The budget must focus on industrial strategy, infrastructure, and trade deals. Execution quality is key to boosting investor confidence. The government aims to reinforce manufacturing as a growth engine. This budget will determine if India transitions to a manufacturing-led economy by design.