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
BUSINESS
Royal Orchid Hotels: Why should you check into this hotel stock?
The company has lined up healthy room addition plans and is in negotiations to add properties on a revenue-share basis
BUSINESS
Apeejay Surrendra Park Hotels: Growth to accelerate in H2
Rising income levels, improved infrastructure and connectivity, and the development of new tourist spots are expected to sustain healthy demand
BUSINESS
Sky Gold and Diamonds: The outlook is in a bright spot
A reduction in working capital and increased profitability would mean SGDL is likely to turn operating cash flow positive by FY28
BUSINESS
Cello World: Growth acceleration warrants rating upgrade
Margin improvement, ramp-up of new glassware facility as well as the increasing share of in-house steel-ware products augur well for CWL
BUSINESS
NCC Limited: Near-term headwinds remain; growth to accelerate from FY27
Growth likely to accelerate from FY27, as the company retains order inflow guidance for FY26
BUSINESS
Trent: Mixed Q2 FY26 results; long-term growth prospects intact
Trent is enhancing store density in the existing markets as well as entering newer markets which offer huge growth opportunities
BUSINESS
Thangamayil Jewellery: What should investors do after the steep run-up?
The company is doing well and gold demand is also robust. However, the stock has priced in most of the positives
BUSINESS
Indian Hotels Company: Q2 FY26 growth moderates, but robust outlook for H2
IHCL has indicated that the outlook for H2 is robust and has retained FY26 double-digit growth guidance for the hotel business.
BUSINESS
Titan Company: Will it continue to glitter?
Titan expects Q3FY26 growth to be better than H1FY26, thanks to the strong festive sales in Diwali and the upcoming wedding season
BUSINESS
Orkla India IPO: Can it spice up your portfolio?
The packaged food industry is poised for healthy growth, and, with a strong balance sheet and cash generation, OIL is well placed to accelerate growth.
