For retail investors, tracking where mutual funds allocate capital can offer valuable market insights, as these institutions typically invest after extensive research and with high conviction. An analysis of BSE-listed companies with a market capitalisation above Rs 3,000 crore shows that 52 stocks saw a consistent rise in ownership by both mutual funds and retail investors, defined as individual shareholders holding up to Rs 2 lakh in nominal share capital, across the last two quarters, from September 2025 to December 2025 and again from December 2025 to March 2026.

In terms of six-month share price performance, most of these stocks delivered negative returns. The top 10 laggards declined by more than 25%. However, on the positive side, the top three gainers generated returns ranging from 20% to 70% during the same period. (Data source: ACE Equity)

A new report by the Federal Reserve Bank of New York finds that the recent rise in gas prices has affected households very differently based on their income level.

Energy prices hit a four-year high in March amid the Iran war, prompting the closure of the Strait of Hormuz, which is a chokepoint through which about 20% of the world’s oil supply passes through aboard tankers.

The New York Fed’s analysis finds that high-income households increased their nominal spending on gasoline the most and kept their real consumption at a level that was essentially unchanged when compared with pre-war spending patterns.

By contrast, low-income households decreased their real consumption of gasoline but also saw sharp increases in their nominal spending because of the higher gas prices, contributing to a so-called K-shaped pattern in gasoline consumption.

GAS PRICES SURGE PAST $4.50 NATIONALLY AS IRAN TENSIONS PRESSURE DRIVERS

The patterns in gasoline consumption are a qualitative match to what played out when energy prices rose in the wake of Russia’s invasion of Ukraine in 2022.

The New York Fed’s report used data from analytics firm Numerator that showed nominal gasoline spending rose over 15% in March, rising from 10% below its 2023 level to 5.5% above that mark.

That increase was driven by gas prices, as real gasoline consumption declined 3%, whereas the Advance Monthly Retail Trade Survey found spending at gas stations rose 14.5% in March.

CHEVRON CEO SAYS ECONOMIES ‘ARE GOING TO HAVE TO SLOW’ AS STRAIT OF HORMUZ CLOSURE DISRUPTS OIL SUPPLY

Gas prices also contributed to a K-shaped pattern among income groups, as low-income households increased their spending the least by 12%.

Despite that overall increase, low-income households cut their real gas consumption the most, buying 7% less gas, with higher prices contributing to the overall increase.

Among high-income households, their nominal gas spending rose by 19%, which was the most among the income groups, largely because they reduced their real gas consumption by the least at just a 1% decline.

RISING GAS PRICES ARE CRUSHING RESTAURANT SALES AS $4 A GALLON BECOMES TIPPING POINT FOR CONSUMERS

Middle-income households had moderate increases in nominal spending and decreases in real consumption at gas stations, showing that the K-shaped consumption pattern for both nominal and real gasoline spending prevailed in March 2026.

The New York Fed economists explained that the K-shaped pattern has “opened up much more than before” in comparison to the 2022 shock caused by Russia’s invasion of Ukraine.

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“Higher-income households have reduced real gas consumption only modestly and increased gasoline spending considerably compared with 2023,” they explained. “In contrast, lower-income households increased spending by much less and decreased real consumption by much more, potentially by carpooling or substituting to public transit where available.”

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Tapestry, Inc. (TPR) Q3 2026 Earnings Call May 7, 2026 8:00 AM EDT

Company Participants

Christina Colone – Global Head of Investor Relations
Joanne Crevoiserat – President, CEO & Director
Scott Roe – CFO & COO
Todd Kahn – CEO & Brand President of Coach

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Conference Call Participants

Robert Drbul – BTIG, LLC, Research Division
Irwin Boruchow – Wells Fargo Securities, LLC, Research Division
Matthew Boss – JPMorgan Chase & Co, Research Division
Adrienne Yih-Tennant – Barclays Bank PLC, Research Division
Michael Binetti – Evercore ISI Institutional Equities, Research Division
Laurent Vasilescu – BNP Paribas, Research Division

Presentation

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Operator

Good day, and welcome to this Tapestry conference call. Today’s call is being recorded. [Operator Instructions]

At this time, for opening remarks and introductions, I would like to turn the call over to the Global Head of Investor Relations, Christina Colone.

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Christina Colone
Global Head of Investor Relations

Good morning. Thank you for joining us. With me today to discuss our third quarter results as well as our strategies and outlook are Joanne Crevoiserat, Tapestry’s Chief Executive Officer; and Scott Roe, Tapestry’s Chief Financial Officer and Chief Operating Officer.

Before we begin, we must point out that this conference call will involve certain forward-looking statements within the meaning of the Private Securities Litigation Reform Act. This includes projections for our business in the current or future quarters or fiscal years. Forward-looking statements are not guarantees, and our actual results may differ materially from those expressed or implied in the forward-looking statements. Please refer to our annual report on Form 10-K, the press release we issued this morning and our other filings with the Securities and Exchange Commission for a complete list of risks and other important factors that could impact our future results and performance.

Non-GAAP financial measures are included in our comments today and in our

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FMCG major Dabur India reported a consolidated net profit at Rs 369 crore in the March-ended quarter versus Rs 320 crore in the year ago period, implying a 15% uptick. The profit after tax (PAT) is attributable to the owners of the holding company.

The company’s revenue from operations in Q4FY26 was up 7.3% at Rs 3,038 crore versus Rs 2,830 crore posted in the corresponding quarter of the previous financial year.

The company’s Board of Directors recommended a final dividend of Rs 5.50 per equity share for the financial year 2025-26 and it will inform about the record date in due course. The Board has fixed the date of the fifty-first Annual General Meeting of its shareholders on Thursday, August 6, 2026.

The company’s India FMCG business posted 9.5% growth during the quarter, according to the company filing. The operating profit rose 12.5% during the quarter, reflecting strong execution in the domestic FMCG business and healthy underlying volume growth of 6%.

Revenue for the full year 2025-26 marked a 5% growth at Rs 13,193 crore, while net profit for the year reported a 7.4% growth at Rs 1,869 crore.

However, the PAT fell 34% sequentially compared to Rs 560 crore in Q3FY26 while the topline also declined 15% quarter-on-quarter versus Rs 3,559 crore in the October-December quarter of FY26.

Category growth

Dabur reported broad-based growth across key categories in Q4, led by a 27% rise in the Hair Care portfolio and 28% growth in Hair Oils. Home Care grew over 24%, Digestives rose around 15%, while Skin & Salon and the Badshah portfolio expanded 12% each. Toothpaste and OTC & Ethicals businesses posted over 7% growth. The company said strong brand positioning helped it navigate inflationary pressures, with gains across major segments including Honey, Health Juices, Oral Care and Foods. Dabur also recorded market share gains across 95% of its portfolio, led by Hair Oils, Digestives, Fruit Nectars and Air Fresheners.

International business

Dabur’s international business grew 2.5% during the quarter despite challenges in the Middle East, supported by strong growth in Sub-Saharan Africa, Bangladesh, UK & EU, and Namaste US operations.

Management take

Dabur India Limited Global Chief Executive Officer Mohit Malhotra said Dabur demonstrated agility in navigating the operating environment amid heightened geopolitical tensions in the Middle East that drove inflation, elevated freight costs, and impacted consumer demand in select markets.
“We delivered a resilient performance during the fourth quarter of 2025-26 on the back of proactive supply chain diversification by way of opening alternative supply routes to key geographies, disciplined cost controls, and calibrated price increases, combined with strong brand-led consumer engagement,” Malhotra said.

(Disclaimer: The recommendations, suggestions, views, and opinions given by the experts are their own. These do not represent the views of The Economic Times.)

The story of two culinary cultures finding common ground on a plate in Mayfair

On paper, British seasonal produce and Indian spice do not seem like an obvious pairing. One tradition is rooted in the rolling farmlands and coastal waters of the United Kingdom. The other draws from a subcontinent of extraordinary culinary complexity, where spice routes shaped history and flavour has always been taken seriously. And yet, at Benares Restaurant in London, the two have been in conversation for over two decades, producing food that feels entirely natural rather than forced.

Starting With the Best Ingredients

The foundation of the menu at Benares Restaurant is a simple yet demanding principle: start with the finest seasonal British produce available and apply the depth of Indian spices and techniques to bring out its fullest potential. This is not fusion for its own sake. It is a considered approach to cooking that asks what happens when two great culinary traditions are allowed to genuinely influence one another.

The ingredients speak for themselves. Cornish seafood, prized for its freshness and quality, finds new expression through coastal Indian preparations that understand how to work with delicate fish and shellfish without overwhelming them. Welsh lamb, rich and full-flavoured, meets the warmth of Kashmiri spice in combinations that feel neither jarring nor predictable. Scottish venison, one of Britain’s finest game offerings, is handled with the kind of precision that Indian tandoor and tikka techniques have refined over centuries. Kentish vegetables, grown in some of England’s most productive farmland, are given new life through spice combinations that have been perfected over generations.

The Art of Balance

What makes this approach work at Benares Restaurant is balance. Indian cuisine is not a single flavour profile. It is a vast and varied tradition that encompasses everything from the delicate, milk-based preparations of the north to the fiery, coconut-rich dishes of the south. Applied thoughtfully, its techniques and spice combinations can enhance almost any ingredient without erasing its essential character.

British produce, at its best, has a clarity and honesty of flavour that responds well to this kind of treatment. A hand-dived scallop from Cornwall does not need to be disguised. It needs a preparation that respects its natural sweetness while adding a layer of complexity that makes it memorable. At Benares Restaurant, that is precisely what it gets.

Seasonality as a Guiding Principle

The menu at Benares Restaurant changes with the seasons, and this is where the British influence becomes most tangible. Indian cuisine has its own relationship with seasonality, of course, but the specific produce of the British Isles brings a deeply local rhythm to the kitchen. Spring brings one set of possibilities, autumn another. The kitchen works within those constraints and finds them generative rather than limiting.

This seasonal approach also means that no two visits to Benares Restaurant are quite the same. The philosophy remains constant, but its expression shifts with what is best and freshest at any given time of year. For regular guests, that is part of the appeal.

Two Traditions, One Table

The broader story of British and Indian culinary culture is, of course, long and complicated. The two have been intertwined for centuries, through trade, history, and the movement of people between the two countries. Benares Restaurant does not engage directly with that history, but it is worth acknowledging that when Indian and British ingredients meet on a plate in Mayfair, they are not strangers to one another.

What Benares Restaurant offers is something more refined than a historical footnote. It is a genuine and ongoing culinary dialogue, conducted at the highest level, between two traditions that have more in common than is sometimes assumed. The result is food rooted in both and diminished by neither, served at one of London’s most enduring fine dining destinations.

Operator

Excuse me, everyone, we now have Sean Reilly and Jay Johnson in conference. [Operator Instructions]

In the course of this discussion, Lamar may make forward-looking statements regarding the company, including statements about its future financial performance, strategic goals, plans and objectives, including with respect to the amount and timing of any distribution to stockholders and the impacts and effects of general economic conditions, including inflationary pressures on the company’s business financial condition and results of operations. All forward-looking statements involve risks, uncertainties and contingencies, many of which are beyond Lamar’s control and which may cause actual results to differ materially from anticipated results. Lamar has identified important factors that could cause actual results to differ materially from those discussed in this call in the company’s first quarter 2026 earnings release and its most recent annual report on Form 10-K. Lamar refers you to those documents.

Lamar’s first quarter 2026 earnings release, which contains information required by Regulation G regarding certain non-GAAP financial measures, was furnished to the SEC on a Form 8-K this morning and is available on the Investors section of Lamar’s website, www.lamar.com.

I would now like to turn the conference over to Sean Reilly. Mr. Reilly, you may begin.

Sean Reilly
CEO & President

Thank you, Katie. Good morning all, and welcome to Lamar’s Q1 2026 Earnings Call. The year is shaping up quite well for us. Our first quarter results exceeded our internal expectations on both the top

Occupational health screening is no longer a simple pre-hire checkbox. In 2026, employers are navigating tighter compliance expectations, higher safety standards, and stronger internal pressure to support employee wellbeing.

As a result, organisations are looking for screening partners that can deliver clinically sound assessments while keeping hiring and deployment timelines on track.

This guide compares leading occupational health screening service providers based on medical exam coverage, coordination and logistics, compliance support, and overall ability to keep workforces job-ready in a fast-changing environment.

1. ScoutLogic

Best For: Employers that want reliable, compliance-forward screening coordination with attentive support and consistent oversight.

ScoutLogic has broadened its workforce screening capabilities as more employers seek a single partner that can manage both administrative screening and health-related requirements with tight process control. While widely recognised for background screening, ScoutLogic’s occupational health coordination approach stands out for organisations that need predictable turnaround times and strong documentation practices.

Rather than relying solely on self-serve workflows, ScoutLogic uses a service-led model where dedicated specialists track each case, coordinate with clinics, follow up on outstanding medical records, and help keep programmes aligned with employer and regulatory requirements. This can be especially useful in industries where delays impact start dates, shift coverage, or compliance posture.

Features:

• Full-cycle coordination for occupational health screening programmes
• Fitness-for-duty evaluations, drug testing, and compliance-oriented workflows
• Dedicated support for appointment tracking and medical record collection
• Built to handle multi-site and high-volume hiring needs
• Integrations to connect with HR, ATS, and compliance tooling

Pros:

• Responsive support with careful attention to detail
• Strong emphasis on documentation and compliance consistency
• Capable across complex, multi-location screening rollouts
• Reliable scheduling coordination and record follow-up

Cons:

• Primarily designed around North American employer requirements
• High-touch support may be more than needed for occasional or low-volume users

2. WorkSTEPS

Best For: Employers prioritising injury prevention through job-specific functional testing.

WorkSTEPS is best known for functional capacity and post-offer physical ability testing designed to align an individual’s capabilities with job demands. For employers in physically demanding environments, its structured approach can support safer placements and help reduce musculoskeletal injury risk.

Features:

• Functional capacity and post-offer physical ability evaluations
• Return-to-work and fit-for-work assessments
• Job demand validation and evidence-based testing protocols
• Tools to support injury risk reduction initiatives

Pros:

• Well-regarded methodologies for physical capacity measurement
• Strong fit for warehousing, manufacturing, construction, and logistics
• Useful for reducing strain-related incidents and claims

Cons:

• More focused on physical ability testing than broad medical screening
• Less relevant for primarily desk-based roles

3. Mobile Health

Best For: Employers that value rapid turnaround and the option for on-site screening.

Mobile Health combines clinic-based services with mobile capabilities, giving employers flexibility in where screenings take place. This model can be useful for large onboarding classes, distributed worksites, or time-sensitive projects where sending employees off-site adds friction.

Features:

• On-site occupational health screening options
• Clinic services for TB testing, vaccinations, drug tests, and physicals
• Scheduling and records management supported by technology
• Scaling options for seasonal hiring and project-driven staffing

Pros:

• Convenient on-site delivery for high-throughput screening days
• Fast completion for many standard occupational health services
• Helpful for geographically dispersed operations

Cons:

• On-site programmes can increase overall cost
• Service density and coverage can differ by region

4. NMS Health

Best For: Employers seeking broad clinic access with straightforward scheduling and reporting.

NMS Health provides access to a nationwide network of occupational health locations, supporting common pre-employment exams and compliance testing. Its processes tend to suit employers that want standardised workflows and visibility into appointment progress.

Features:

• National clinic and testing access
• Pre-employment physicals and regulated testing services
• Dashboards to manage scheduling and reporting
• Support for compliance-heavy industry needs

Pros:

• Wide clinic footprint for multi-state hiring
• Practical workflows for steady, repeatable screening volumes
• Clear scheduling pathways for common exam types

Cons:

• Clinic availability can vary by market
• Less hands-on case oversight than service-led coordination models

5. OHS Health & Safety Services, Inc.

Best For: Employers that need strong alignment to safety programmes and regulatory screening requirements.

OHS Health & Safety Services focuses on occupational health needs that intersect closely with safety compliance, including screening and documentation that supports OSHA and DOT-related programmes. Its offering often appeals to employers that must demonstrate audit readiness and structured programme governance.

Features:

• Screening support aligned with OSHA and DOT expectations
• Respirator clearance, hearing conservation, and occupational evaluations
• Compliance-first documentation and reporting
• Programme design tailored to safety-intensive operations

Pros:

• Strong compliance orientation and audit-friendly reporting
• Useful for employers with rigorous safety management systems
• Solid fit for regulated or higher-risk environments

Cons:

• May be more robust than necessary for low-risk workplaces
• Timeframes can vary for specialised or higher-complexity evaluations

Choosing the Best Occupational Health Screening Service

The right occupational health screening partner should balance medical accuracy, operational reliability, and compliance discipline. The strongest providers typically demonstrate:

Operational Reliability: When start dates and coverage depend on timely screening, active coordination helps reduce missed appointments, incomplete files, and delayed results.

Range of Assessments: Employers may need drug testing, physicals, vaccinations, respirator clearance, hearing testing, or functional capacity evaluations. Broader coverage helps when requirements change.

Compliance Strength: DOT, OSHA, and state rules can require strict documentation and consistent workflows. Strong compliance support reduces audit and liability exposure.

Ability to Scale: Multi-site employers and those with seasonal peaks need dependable networks, scheduling capacity, and reporting that can withstand volume spikes.

Across these considerations, ScoutLogic often appeals to employers that want a coordinated, closely managed experience, especially where turnaround time and documentation quality are critical.

Frequently Asked Questions

What does an occupational health screening service typically include?

Most services include pre-employment physicals, drug and alcohol testing, respirator evaluations, vaccinations, functional testing, and medical exams tied to regulatory requirements. Offerings vary by provider and industry.

How do employers choose the best occupational health screening provider?

Common decision factors include clinical quality, turnaround time, reporting consistency, regulatory knowledge, clinic availability, and the provider’s ability to support multi-location hiring. Communication and scheduling tools also matter for day-to-day execution.

Why is occupational health screening important?

Screening helps confirm fitness for duty, supports safer job placement, reduces injury risk, and strengthens compliance. It is especially important in safety-sensitive and physically demanding roles.

Summary: Occupational Health Screening Partners Shaping Safer, Job-Ready Workforces

Employer expectations around workplace health and compliance continue to rise. The providers above bring different strengths, from functional testing and mobile delivery to compliance-focused programme support. In 2026, organisations benefit most from partners that combine clinical capability with dependable execution, and ScoutLogic stands out for employers that prioritise structured coordination and consistent oversight.