Sonal Bhutra

According to brokerage firm Motilal Oswal, the strong refining performance was partly offset by the marketing segment, with companies like HPCL and BPCL incurring double-digit losses in marketing margins for the quarter, while for Indian Oil, that figure was negligible. HPCL has the highest exposure to the marketing segment, followed by BPCL.

SMH's concentration in a small number of AI-chip bellwethers left the fund particularly exposed to sentiment swings in that segment, rather than offering broad diversification across the wider semiconductor industry.

Jayashree Satagopan, Chief Financial Officer of Sun Pharma, said it is too early to assess the potential impact of proposed US tariffs on generic medicines, noting that the company will continue engaging with the US administration and industry stakeholders.

Amit Shetty, CEO of Embassy REIT, said Bengaluru remains the country's leading office market, contributing nearly 30% of total office absorption. He added that Hyderabad and Chennai continue to witness healthy demand, while commercial real estate activity is picking up across cities such as Mumbai, Pune and the National Capital Region.

KL Bansal, Chairman and Managing Director of the company, said the company's order book has already increased to around ₹2,400 crore and is expected to reach nearly ₹3,000 crore by the end of FY27.

The Godrej Properties management has anticipated FY27 can be free cash flow positive, with the fourth quarter being the strongest one, and it is very confident the next fiscal would be free cash flow positive.

Gulshan Pahuja, Chief Financial Officer of Motherson Sumi Wiring, said the company did not anticipate wage hikes of 30% to 40% at the start of the financial year, but remains focused on improving operational efficiency while maintaining its long-term target of delivering more than 40% return on capital employed.

Emami expects its new-age portfolio to turn profitable in the coming quarters, while margins are likely to improve if raw material costs ease.

Sanjay Sharma, Group CEO & Whole-time Director of Park Medi World says newly launched hospitals are still ramping up, which temporarily lowered occupancy, but should support growth ahead.

Wonderla Holidays is targeting steady ARPU growth and expects its resort business to maintain momentum.