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One nation, one KYC could unlock the next phase of mutual fund growth, says SBI Funds
DP Singh, Joint CEO and RS Srinivas Jain, Executive President & Chief of Strategy at SBI Funds Management discuss how simpler onboarding could bring millions of new investors into mutual funds, the huge growth opportunity within SBI's customer base, rising SIP inflows, the shift towards higher-margin active equity funds, and the company's long-term growth outlook.
Auto sector to grow at 22-24% in Q1 FY27, among top drivers of corporate growth: Crisil
India's automobile sector is expected to report robust revenue growth of 22-24 per cent year-on-year in the first quarter of FY27, emerging as one of the biggest contributors to overall corporate revenue growth during the quarter, according to a Crisil report.
India Inc's revenue growth to hit 2-year high of 11-11.5% in Q1 despite Iran war: Crisil
India Inc's revenue is estimated to have grown 11-11.5% year-on-year in Q1FY27, marking the fastest pace in eight quarters, according to Crisil Intelligence. While pricing power helped companies offset higher input costs amid the West Asia conflict, margins remained under pressure due to rising fuel, freight and raw material expenses.
Pharma companies' Q1 margins likely to decline despite revenue growth: Goldman Sachs
Indian pharmaceutical firms anticipate revenue increases in the first quarter of fiscal year twenty twenty six twenty seven. Profitability is expected to decline due to an unfavorable product mix and higher input costs. The domestic market continues to show healthy growth, supported by volume and pricing improvements. US generic drug pricing remains benign, though injectable segments see monthly increases.
Banks and insurance are the bright spots, says Quantum AMC's Christy Mathai
Christy Mathai, Fund Manager at Quantum AMC, says most companies' input cost pressures will show up in quarter two rather than quarter one, as firms are still using cheaper stockpiled materials to protect margins. He expects a broader earnings recovery from the second half of the year, provided tensions in West Asia don't escalate further. Mathai is upbeat on private banks and life insurance, cautiously positive on select pharma names with US exposure, but is steering clear of chemical and defence stocks over stretched valuations. Disclaimer: The views and investment tips expressed by investment experts on CNBCTV18.com are their own and not that of the website or its management. CNBCTV18.com advises users to check with certified experts before taking any investment decisions.
Shares of this Vedanta entity could rise another 50% from current levels as per Motilal Oswal 'bull case'
Motilal Oswal has set a price target of ₹680 per share for the stock, in a bull case scenario for Vedanta Aluminium Metal, which implies an upside potential of 51% from current levels.
JSW Steel's Q1 FY27 crude steel production rises 3% YoY to 6.59 MnT
JSW Steel reported consolidated crude steel production of 6.59 million tonnes (MnT) for the first quarter of FY27, registering a 3% year-on-year (YoY) growth compared with the corresponding period last year.
Motilal Oswal initiates coverage on this auto component maker with a 25% upside. 4 reasons why
Uno Minda shares rose after Motilal Oswal initiated coverage with a Buy call. The company benefits from industry trends like premiumization and the EV transition. Its diversified product portfolio and strong R&D capabilities support growth. FY27 is expected to be a transformational year for the auto component manufacturer.
Honasa Consumer shares fall despite projecting 'mid-twenties' growth for Q1
Honasa Consumer said it opened the financial year 2027 on a solid footing and it is expected to deliver a strong performance in the first quarter. Its business is expected to deliver growth around thirties in the quarter under review, led by continuous growth momentum across its focus categories.
Ather Energy shares rally 270% in one year, but Nomura sees 22% more upside. Here’s why
Nomura increased Ather Energy's target price, expecting electric two-wheeler trends to accelerate. The brokerage sees Ather as a top pick to benefit from this EV momentum. New affordable scooter launches and a new plant will address a key market segment. Revenue growth is projected at 54% and 57% for FY27 and FY28. EBITDA is expected to improve, with PAT breakeven anticipated in FY29.
Kalyan Jewellers shares jump 9%, extend two-day rally to over 15% after robust Q1 business update
Kalyan Jewellers shares saw a significant surge following a robust first-quarter business update. The company reported an estimated 38% year-on-year increase in consolidated revenue for Q1 FY27. Strong domestic demand and international growth contributed to this impressive financial performance. The launch of a gold recirculation campaign also gained significant customer traction during the quarter. Kalyan Jewellers also expanded its retail footprint by opening new showrooms and outlets.
Vedanta Aluminium Gets 'Buy' Rating As Motilal Oswal Initiates Coverage — Chect Target Price
Motilal Oswal has initiated coverage on Vedanta Aluminum with a 'Buy' rating, implying an upside of nearly 20%.