Centrum Capital Ltd. Share Price

Bharti Airtel offers free international roaming

Bharti Airtel has launched new postpaid plans, with even more benefits built in. From October 8, 2026, customers can enjoy one international trip with free roaming every year with these new postpaid plans, along with all existing benefits. The complimentary International Roaming pack offers 5GB of data, 60 minutes of calls, 25 outgoing SMS, and free incoming SMS, all valid for 5 days. Customers have complete flexibility to activate the 5-day pack at the exact time of their choice, making it easier to stay connected while travelling abroad. For customers on Airtel Postpaid family plans, the free International Roaming option is available for each and every family member who is part of the plan. Impact : Postpaid subscribers generate 8% to 12% of Airtel’s total wireless revenue. According to estimates by Centrum India analysts, this immediate ₹50 tariff hike will lift the company’s consolidated wireless ARPU by approximately 1% quarter-on-quarter. View : The combined impact of bundling free international roaming and implementing a flat ₹50 price hike is a highly strategic, net-positive move for Bharti Airtel. Analysts view this as a sophisticated premiumization defense that simultaneously cushions the company's financials and strengthens consumer retention.

Good chance. Whirlpool India. Historical trend: Consolidated, standard template. Home appliances (Consumer Durables), seasonal (AC/summer-led). Jun25 base was weak (Sales 2432Cr, NP 146Cr, +0.6% YoY only) due to a poor summer/early monsoon last year - an easy base for Jun26. Sep25/Dec25 showed margin pressure (NP dropped to 42Cr/27Cr) but Mar26 recovered strongly (Sales 2181Cr, NP 80Cr). Industry research: Q1FY27 pan-India consumer durables sector expected +20-21% YoY sales growth (Centrum/PL Research), AC segment leading with 30%+ value growth on scorching summer + favourable weak base; broker estimates peg sector EBITDA/PAT growth at 23.7%/20.3% YoY. b) Q1FY27 signal: Sector-wide tailwind is a strong, dated, external confirmatory signal (heatwave-driven AC demand, favourable base) though company-specific Q1 numbers not yet released (board meet Aug 5). Given weak YoY base + strong sector tailwind, verdict is Good chance. Stock reaction note: Stock in a steady short-term uptrend, trading above 20/50 SMA, near intraday highs; no distribution signs, but overall down 43% from 52w high indicating limited room before result unless beat is large.

Centrum Capital Ltd Business reshaping

SMC GLOBAL

DHARMESH BHATT (SEBI Regi. Research Analyst - (INH000009685)

UltraTech Cement Share Price: UltraTech Cement remained in focus after reporting a strong set of Q1 FY27 results, prompting multiple brokerages to reaffirm their bullish stance on the stock. Motilal Oswal Financial Services (MOFSL), Nuvama Institutional Equities and Centrum have all maintained their 'BUY' ratings, with target prices of Rs 13,800 (13.81 per cent upside potential), Rs 15,209 (25.43 per cent upside potential) and Rs 14,300 (17.94 per cent upside potential), respectively. The brokerages cited robust volume growth, resilient profitability, stable pricing, operational efficiencies and a healthy demand outlook driven by infrastructure spending and housing as key reasons for their optimism.

According to analysts' expectations, TCS is likely to post largely flat sequential constant currency (CC) revenue growth of 0 to 0.3 per cent. Brokerage firm Centrum expects revenue growth of 0.4 per cent in constant currency terms. The company's revenue in dollar terms is estimated at USD 7,607 million, compared with USD 7,621 million in Q4FY26, representing a marginal sequential decline of 0.19 per cent. In rupee terms, however, revenue is expected to rise 1.89 per cent quarter-on-quarter (QoQ) to Rs 72,034 crore from Rs 70,698 crore.