BUSINESS
Indian Hotels Company: Strategic bet on hospitality boom
The company is expanding aggressively and has a pipeline to add ~30,200 keys over the next few years
BUSINESS
Titan Company: The market leader has a bright outlook
Given the sharp increase in gold prices, Titan is light-weighting as well as introducing low-carat jewellery to retain price points, thereby sustaining growth
BUSINESS
Sky Gold & Diamonds: Will the shining performance sustain?
With major clients on board as well as a broader product range, the company’s primary focus would now shift to enhancing wallet share with large organised jewellery manufacturers, domestically
BUSINESS
NCC Limited: Execution pick-up to drive re-rating
From officially withdrawing FY26 revenue growth guidance post Q2FY26, NCC has now indicated that Q4FY26 is likely to see strong execution pick-up and the company would target to match Q4FY25 revenues
BUSINESS
Trent: Will Q3 FY26 numbers drive re-rating?
The company says consumer sentiments are improving gradually and its medium-term outlook is positive
BUSINESS
Aditya Birla Lifestyle Brands: Can it sustain the growth momentum?
The apparel major indicated that the double-digit growth momentum seen in Q3FY26 is likely to sustain, and it is targeting ~12% growth at the company level
BUSINESS
Sustained investment push in Budget 2026-27 creates opportunities for investors
The hike in capital expenditure has been in line with market expectations, and it would continue to maintain the investment momentum seen over the past several years
BUSINESS
Tourism gets a big push from Union Budget 2026
Creation of new tourism avenues like medical, heritage and cultural, increasing global events to benefit hotels, tourism stocks
BUSINESS
Government maintains the investment push in Budget 2026-27
Government has hiked capital expenditure by 12 percent as well as announced incentives for private sector to maintain investment momentum
BUSINESS
Larsen & Toubro: Favourable investment climate to lift earnings
Though core projects lagged, other segments supported the growth momentum
BUSINESS
Will the Budget continue to have a strong push for capex?
Along with enhanced capital expenditure, we expect the government to announce incentives for sector-specific industries, which would crowd in private investments and sustain the high growth momentum
BUSINESS
ITC Hotels: Should you buy this hotel stock?
Demand momentum is expected to remain strong and ITCHL has a healthy inventory pipeline
BUSINESS
Can the Budget extend India’s consumption upcycle?
Personal income tax restructuring and GST rate rationalisation have lifted consumer sentiment. However, fiscal credibility remains important for anchoring inflation expectations and sustaining investment flows
BUSINESS
Lemon Tree Hotels: Will the re-organisation unlock value for investors?
Fleur is targeting an EBIDTA of more than Rs 1,000 crore by FY28 while LMNT aims to significantly enhance revenues (fee income from managing hotels was Rs 171 crore in FY25 with a 24 percent CAGR in the past two years)
BUSINESS
D-Mart: Will the Q3 margin improvement sustain?
Store-expansion strategy and softer raw material prices to help maintain performance
BUSINESS
Jewellery companies shine in Q3
The jewellery segment has been a clear out-performer in the consumer discretionary segment over the past few quarters, and we expect the industry to sustain a healthy growth momentum
BUSINESS
Shringar House of Mangalsutra: Will the stock shine more?
SHOML is among the few quality listed players in the jewellery manufacturing space. Apart from mangalsutras, the company is exploring entry into other product categories for corporate clients in the long run
BUSINESS
Titan Company: What does its lab-grown diamonds foray imply?
Lab Grown Diamonds would enhance the fashion segment for Titan & enable it to retain a leadership position in the jewellery space, if the LGD market picks up meaningfully.
BUSINESS
Aditya Birla Lifestyle Brands: Growth to accelerate from Q3 FY26
As ABLBL has largely completed network consolidation and is adding new stores, the healthy secondary retail sales would get reflected in the overall company growth from Q3FY26
BUSINESS
Hotel sector: IndiGo’s operational turmoil to have minimal impact
While flight cancellations affected passenger travel and there were some hotel booking cancellations, the overall impact on demand was minimal
BUSINESS
Goldiam International: Long-term outlook bright, but near term can be dull
Goldiam has established a gold-casting facility in the US, its key market, which contributes about 90% to revenues, to mitigate the steep tariff hike imposed by the US
BUSINESS
Wakefit Innovations IPO: Is it a profitable proposition for investors?
Valuation looks expensive though the company is poised for growth
BUSINESS
Meesho IPO: Will the online platform offer value to investors?
India’s e-commerce market, currently worth Rs 6 lakh crore, is projected to grow to Rs 15-18 lakh crore by fiscal 2030. The majority of new shoppers will come from Tier 2 markets and beyond. These augur well for the company
BUSINESS
International Gemmological Institute India: Healthy earnings outlook
Increasing LGD penetration and growth in other product segments, like natural diamonds, studded jewellery, and coloured gemstones, will be the key growth levers
