BUSINESS
‘High-growth’ microcap segment an opportunity as liquidity has improved: Motilal Oswal AMC's Pratik Oswal
While most market participants focus on the more well-known names that make up the BSE 500 index, Pratik Oswal said the real growth is coming from areas that are still under-penetrated.
BUSINESS
SIFs stir the pot for PMS and AIFs as mutual fund giants enter the fray
New category of funds targets mass affluent investors with lower ticket sizes and flexibility
BUSINESS
Early rains, easy rates fuel rally hopes for consumer and agri stocks
HUL, M&M, Hero MotoCorp, Dabur, Rallis India, Chambal Fertilisers should see traction, according to experts
BUSINESS
Power stocks’ valuations split after Q4FY25, as utilities correct but renewables look steep
Valuations across the power sector have seen a divergence, with Utility players like NTPC and Adani Power correcting from their 52-week high, while power-focussed capital goods companies still commanding premium valuations.
BUSINESS
IndusInd Bank: Buy or sell? Valuation at historic low, but analysts still wary of fresh buys
Downgrades pile up, yet most brokerages remain cautious despite deep-value appeal
BUSINESS
NTPC Q4 preview: Earnings likely to rise on higher power generation, capacity additions
The most optimistic of the estimates, by Equirus, sees net profit increase by an annualised 18 percent to Rs 6,012 crore. Elara Capital is the most conservative, estimating net profit growth at just 6 percent.
BUSINESS
India’s defence firms post solid Q4; analysts warn on valuations, order visibility
Analysts remain cautious on high valuations, uneven execution, and near-term order visibility.
BUSINESS
Power Grid targets Rs 28,000 crore capex for FY26 with around Rs 1.54 lakh crore of projects in hand
Power Grid is also set to undertake a pilot green hydrogen project at its Neemrana sub-station, aimed at demonstrating round-the-clock clean energy usage through solar-powered hydrogen generation.
BUSINESS
Bharat Electronics sees over 15% revenue growth for FY26, R&D focus key to margin and profit
For FY26, BEL has an EBITDA margin guidance of around 27% and order inflow of more than Rs 27,000 crore. CMD Manoj Jain said the aim is to increase R&D investment and capex spend.
BUSINESS
Defence stocks on alert: Will BEL, BDL, and Drone Tech fire after Rs 40,000 Cr boost?
DAC’s largest fast-track authorisation in years could lift orders for key defence firms, but valuations remain rich
BUSINESS
Viatris, Cognizant, GE Healthcare, Netflix: Top foreign stocks that Indian mutual funds bought in April
The trading activity, as per PrimeMFDatabase.com, has revealed a strong appetite for tech stocks, with significant exits from select, high-value European and American companies.
BUSINESS
Bharat Electronics Q4 preview: Solid order book, indigenisation to drive 4.3% growth
BEL's stock has gained around 53 percent over the past, and gained around 30 percent over the last six months.
BUSINESS
Power Grid Corp may see a modest Q4 profit growth but summer demand is strong, capex seen on track
The poll on earnings estimates based on four brokerages said the government-owned company is expected to report a 4.5 percent on-year profit growth at Rs 4,313 crore due to steady demand for power transmission.
BUSINESS
From Ather Energy to Vodafone: Here is what MFs bought, sold and added in April
Motilal Oswal's Fund Folio report said MFs were net buyers in 52% of the stocks on the Nifty 50 index during April, but the broader market space saw greater institutional interest.
BUSINESS
Most large mutual fund houses take cautious stance, increase cash holdings in April
On the other hand, 21 mutual fund houses have cut down on their cash positions.
BUSINESS
Solar stocks shine as analysts see real export potential alongside strong domestic growth
Industry experts said emerging opportunities for Indian exporters after the UK FTA, along with a growing domestic demand could ensure continued momentum in shares of renewable sector companies, despite elevated valuations.
BUSINESS
MF flows in April: Equity Funds see 50th straight month of inflows; SIPs hit new record high
While SIP net inflows hit a new all-time high of Rs 26,632 crore, a total of seven schemes were launched during the month across all open-ended and across categories, raising a total of Rs 350 crore.
BUSINESS
Defence stocks in focus: All you need to know about HAL, BEL, Bharat Forge and others
As defence stocks come into focus, Moneycontrol breaks down all you need to know about leading domestic manufacturers riding on the Make-in-India push.
BUSINESS
UK-India FTA promises big boost for textile sector, but fund managers remain cautious
India's textile sector stands to gain significantly from the recently signed Free Trade Agreement (FTA) with the United Kingdom, which eliminates longstanding tariffs and places Indian exporters on a more competitive footing.
BUSINESS
Defence emerges as a global investment theme amid geopolitical tensions
According to the Stockholm International Peace Research Institute (SIPRI), global military spending surged to a record $2,718 billion in 2024, marking a 9.4% increase over the previous year.
BUSINESS
Defence stocks in focus after Operation Sindoor: Atmanirbhar push behind renewed optimism?
Operation Sindoor raises questions on how likely are domestic defence manufacturers to see continued strength in investor interest amid continued government backing, robust orderbook, and push for indigenization.
BUSINESS
ABB India Q1 earnings preview: Slower order flow likely to result in mixed quarter
Net profit is projected to rise 9 percent YoY to Rs 502 crore, while EBITDA margin is expected to remain flat at around 18.3 percent, reflecting stable but unexciting operating performance.
BUSINESS
Number of stocks hitting 52-week lows outnumber stocks at 52-week highs even as markets rebound
While on May 5, market breadth climbed to its highest since April 21, the rally remains narrow, revealing a selective bias favouring fundamentally strong and liquid companies.
BUSINESS
L&T Q4 preview: Revenue, net profit may rise on strong order inflow
Net profit is expected to increase around 10 percent YoY from Rs 4,396 crore. Earnings before Interest, Taxes, Depreciation and Amortisation (EBITDA) margin is expected to increase to around 10.9 percent from 10.8 percent in Q4FY25.
