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Macquarie and Jefferies see the company entering a more delicate phase, where protecting loan growth could require expanding into higher-yield products and new lending channels, even as funding costs remain elevated and competition refuses to ease.
The new model, Qwen3.8-Max, is built around 2.4 trillion parameters and ranks higher on some benchmarks than the headline-grabbing Kimi K3 from Moonshot that was recently unveiled
UPL will announce its Q1 FY27 results on August 3. Investors will watch margins, revenue, debt reduction, crop protection demand and management outlook.
Nomura and Macquarie remained bullish on Dixon Technologies, citing new customer wins, exports and component manufacturing, while Goldman Sachs and CLSA flagged expensive valuations and slower growth after the smartphone PLI expiry.
IREDA Q1 FY27 results are due on August 3. Here's when the board meets, dividend update, key metrics to watch, and recent share price performance.
Morgan Stanley maintained an 'Equal-weight' rating on GAIL, though it did hike its target price to Rs 190 from Rs 152. The brokerage titled its note "As Good As It Gets," suggesting limited near-term upside.
DLF, SBI Funds Management, Ather Energy, CAMS and over 85 companies report Q1 FY27 earnings today, with focus on margins, demand and outlook.
Samsung has launched the Galaxy F70 Pro 5G in India with a 120Hz AMOLED display, Snapdragon 6 Gen 3 chipset, 6,000mAh battery, triple cameras and six years of software updates, starting at Rs 25,999.
The country was previously rated equalweight by the broker.
A sharp rise in commodity costs, changes in supplier settlements and higher costs from new capacity weighed on profitability, yet analysts largely agreed that the company's growth story remains intact, supported by healthy demand, an expanding SUV portfolio and capacity additions.
