Q4 Earnings Spotlight: Strides Pharma Surprises, All Eyes on ITC, Grasim, Sun Pharma

The Q4 earnings season continues to deliver sharp moves and strategic signals. Strides Pharma reported a 4x jump in profit, signaling a strong turnaround led by margin expansion and improved US formulations performance. This underscores a broader recovery trend in mid-cap pharma. Sector Watch: Pharma: With pricing pressures easing in the US and growth resuming in domestic formulations, companies like

, , and are well-positioned. Sun Pharma’s focus on specialty products and global footprint remains a key driver to watch in its upcoming results. FMCG & Cigarettes – ITC in Focus: ’s Q4 is expected to reflect stable growth in cigarettes and agri-business, even if headline profit may remain flattish YoY. Investors will closely track FMCG margins and dividend payout for sentiment cues. Diversified Conglomerates – Grasim Industries: With exposure to both chemicals and cement (through UltraTech), ’s results could offer a peek into infra demand and input cost trends. Capacity expansion plans will be key for FY26 outlook. Investor Takeaway: Q4 results have shown divergence across sectors—while pharma shows signs of a rebound, FMCG and diversified plays are navigating margin pressure and input cost volatility. As earnings momentum shifts, stock-specific selection backed by fundamentals is critical. Source: NDTV Profit No Recommendations