Tanmay Tiwary
 "Tanmay Tiwary")
Tanmay Tiwary
Tanmay Tiwary specialises in covering equity markets, focusing primarily on sectors like automobile, FMCG, and new-age/internet companies. With nearly 5 years of experience in leading media organisations, his journey began with HT TechCircle (then NewsCorp TechCircle), followed by roles at CNBC, Republic. He has also worked with Forbes and Sportskeeda in the past. Academically, he holds two post-graduate degrees, one in broadcast journalism from the Indian Institute of Journalism and News Media, Bengaluru, and another in Mass Communications from the University of Leicester. He completed his undergraduate studies in journalism and mass communications from IP University in 2018.
Tanmay Tiwary specialises in covering equity markets, focusing primarily on sectors like automobile, FMCG, and new-age/internet companies. With nearly 5 years of experience in leading media organisations, his journey began with HT TechCircle (then NewsCorp TechCircle), followed by roles at CNBC, Republic. He has also worked with Forbes and Sportskeeda in the past. Academically, he holds two post-graduate degrees, one in broadcast journalism from the Indian Institute of Journalism and News Media, Bengaluru, and another in Mass Communications from the University of Leicester. He completed his undergraduate studies in journalism and mass communications from IP University in 2018.
Tanmay Tiwary
Should you buy, sell or hold SRF shares post Q1 results? Find out here
SRF's revenue for the quarter rose 10.3 per cent Y-o-Y to ₹3,819.6 crore, while Ebitda surged 37.8 per cent Y-o-Y to ₹831 crore, improving margins from 17.4 per cent to 21.7 per cent.
 "Should you buy, sell or hold SRF shares post Q1 results? Find out here")
What to do with Cyient shares after Q1 results? Analysts decode what's next
Cyient reported Profit After Tax (PAT) of ₹163 crore, a Y-o-Y growth of 30 per cent, and revenue of ₹1,393 crore, marking a Q-o-Q decline of 0.3 per cent and Y-o-Y growth of 3.6 per cent.
 "What to do with Cyient shares after Q1 results? Analysts decode what's next")
Persistent Systems bleeds over 9% post mixed Q1; here's what brokerages say
Around 11:10 AM, the Persistent Systems' share was trading 8.24 per cent lower at ₹5,143.50. In comparison, BSE Sensex was down 0.26 per cent at 82,514.88 levels.
 "Persistent Systems bleeds over 9% post mixed Q1; here's what brokerages say")
Dr Reddy's Laboratories Q1 print misses target; brokerages split on outlook
Dr Reddy's Laboratories' posted a revenue of ₹8,545.2 crore, up 11 per cent year-on-year (Y-o-Y) but flat sequentially.
 "Dr Reddy's Laboratories Q1 print misses target; brokerages split on outlook")
Dixon Tech Q1 beats estimates: Check brokerage views, stock strategy here
Factoring in the strong outlook, Motilal Oswal raised its FY27 estimates by 10 per cent and maintained a 'Buy' rating with a revised target price of ₹22,100 based on DCF valuation.
 "Dixon Tech Q1 beats estimates: Check brokerage views, stock strategy here")
Will Titan's 67% acquisition of Damas boost profitability in GCC region?
As per the transaction, Titan Holdings will acquire the 67% shareholding, subject to the fulfillment of conditions precedent outlined in the agreement, along with necessary regulatory approvals.
 "Will Titan's 67% acquisition of Damas boost profitability in GCC region?")
UltraTech Cement gets target upgrades on solid Q1 show, integration wins
UltraTech Cement's consolidated net sales rose 13 per cent year-on-year (Y-o-Y) to ₹21,040 crore, up from ₹18,626 crore in the corresponding period last year.
 "UltraTech Cement gets target upgrades on solid Q1 show, integration wins")
Analysts suggest 'buying' ICICI Bank stock, hike target price on Q1 beat
The private sector lender reported a 15.5 per cent year-on-year (Y-o-Y) rise in standalone net profit to ₹12,768 crore in Q1FY26, supported by strong treasury gains and healthy credit growth.
 "Analysts suggest 'buying' ICICI Bank stock, hike target price on Q1 beat")
Brokerages up target on JSW Steel despite valuation worries after strong Q1
JSW Steel posted a 158 per cent year-on-year (Y-o-Y) jump in consolidated net profit at ₹2,184 crore for the June quarter, beating Bloomberg estimates of ₹2,095 crore.
 "Brokerages up target on JSW Steel despite valuation worries after strong Q1")
LTIMindtree Q1 steady; analysts see signs of revival under new leadership
LTIMindtree Q1 results: While LTIMindtree's top line marginally missed Bloomberg estimates of ₹9,855.4 crore, the bottom line outperformed expectations pegged at ₹1,194 crore.
 "LTIMindtree Q1 steady; analysts see signs of revival under new leadership")
JSW Steel: Expansion, margin revival drive Motilal Oswal to reiterate 'Buy'
The brokerage believes the stage is set for a strong turnaround in JSW Steel's margins and earnings, aided by both internal efficiencies and macro tailwinds.
 "JSW Steel: Expansion, margin revival drive Motilal Oswal to reiterate 'Buy'")
LTTS Q1 misses estimates; brokerages cautious amid macro headwinds
For the quarter under review (Q1FY26), LTTS reported a marginal 0.7 per cent sequential increase in net profit to ₹316.1 crore, compared to ₹311.1 crore in Q4FY25.
 "LTTS Q1 misses estimates; brokerages cautious amid macro headwinds")
Why is Axis Securities bullish on Greenply Ind, Cera? Shares rally up to 7%
Greenply Industries shares jumped as much as 5.49 per cent to an intraday high of ₹320.95 apiece, while Cera Sanitaryware share price gained 6.74 per cent to hit an intraday high ₹6,945.75 per share.
 "Why is Axis Securities bullish on Greenply Ind, Cera? Shares rally up to 7%")
Dixon rises 4% on camera module foray; brokerages decode stock strategy
Nomura believes Dixon Technologies' latest move to acquire a 51 per cent stake in Q-Tech's India unit is strategically sound and earnings accretive.
Analysts mixed on HDFC Life post Q1; APE strong, margin outlook cautious
HDFC Life posted a 14.2 per cent year-on-year (Y-o-Y) rise in net profit to ₹546 crore in Q1FY26, supported by a 19 per cent Y-o-Y jump in renewal premiums to ₹7,603 crore.
 "Analysts mixed on HDFC Life post Q1; APE strong, margin outlook cautious")
GST rate rejig: Tractors, ACs may emerge as key beneficiaries, says Nomura
Nomura said scrapping the 12 per cent GST slab could bring major tax relief for tractors and ACs, boosting demand and pricing.
 "GST rate rejig: Tractors, ACs may emerge as key beneficiaries, says Nomura")
DMart Q1 miss triggers margin concerns; brokerages turn cautious on outlook
Nuvama maintained a 'Hold' rating on DMart, and revised its target price to ₹4,086 from ₹4,273, citing sustained margin pressure.
 "DMart Q1 miss triggers margin concerns; brokerages turn cautious on outlook")
Why did UBS downgrade Bharti Airtel, Vi ahead of Q1 results? Find out here
UBS has downgraded Bharti Airtel to 'Sell' and Vi to 'Neutral', while keeping the target prices unchanged at ₹1,970 and ₹8.5, respectively.
 "Why did UBS downgrade Bharti Airtel, Vi ahead of Q1 results? Find out here")
Nuvama initiates 'Buy' on Hyundai India, sets ₹2,600 target on growth push
With $2.9 billion in average annual research and development (R&D) spend (2.5 per cent of revenue), the parent firm enables Hyundai India to fast-track innovation and expand exports.
 "Nuvama initiates 'Buy' on Hyundai India, sets ₹2,600 target on growth push")
What's firing up Bharat Dynamics? 8 reasons behind MOFSL's positive view
MOFSL today initiated coverage on Bharat Dynamics with a 'Neutral' rating and a target price of ₹1,900, indicating a downside of 4 per cent from current levels.
 "What's firing up Bharat Dynamics? 8 reasons behind MOFSL's positive view")
